Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $972 Billion
  • Q2 2024

Anchor Investment Management, LLC has filed its 13F form on September 20, 2024 for Q2 2024 where it was disclosed a total value porftolio of $972 Billion distributed in 1006 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.4B, Visa Inc. with a value of $26.6B, Apple Inc. with a value of $26.4B, Schwab Strategic Tr Us Large C with a value of $22.3B, and Invesco Qqq Trust, Series 1 with a value of $20.2B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $954B to 972B.

Anchor Investment Management, LLC is based out at Columbia, SC

Below you can find more details about Anchor Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $972 Billion
ETFs: $253 Billion
Technology: $152 Billion
Financial Services: $117 Billion
Healthcare: $116 Billion
Industrials: $75.9 Billion
Consumer Defensive: $63.7 Billion
Communication Services: $62.4 Billion
Consumer Cyclical: $56.2 Billion
Other: $66.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.5B
$677 Million 0.07% of portfolio
7,000
Q1 2024 Added 0.17%
$29.5B
$717 Million 0.07% of portfolio
6,516
Q2 2024 Reduced 0.76%
$48.8B
$661 Million 0.07% of portfolio
4,396
Q2 2024 Reduced 6.39%
$0
$694 Million 0.07% of portfolio
1,904
Q1 2024 Added 3.31%
$0
$700 Million 0.07% of portfolio
6,950
Q2 2024 Reduced 6.71%
$38.1B
$656 Million 0.07% of portfolio
2,548
Q2 2024 Added 3.07%
$17.2B
$716 Million 0.07% of portfolio
17,517
Q2 2024 Reduced 14.62%
$0
$647 Million 0.07% of portfolio
12,427
Q1 2016 Reduced 91.95%
$0
$638 Million 0.07% of portfolio
10,574
Q2 2024 Added 58.51%
$0
$695 Million 0.07% of portfolio
3,806
Q2 2024 Reduced 11.34%
$202B
$659 Million 0.07% of portfolio
6,784
Q2 2024 Added 7.22%
$0
$639 Million 0.07% of portfolio
8,331
Q2 2024 Added 31.69%
$112B
$650 Million 0.07% of portfolio
15,650
Q2 2024 Reduced 3.72%
$19B
$691 Million 0.07% of portfolio
9,250
Q2 2024 Reduced 3.14%
$50.4B
$622 Million 0.06% of portfolio
3,895
Q1 2016 Reduced 16.82%
$119B
$557 Million 0.06% of portfolio
2,183
Q2 2024 Added 19.88%
$175M
$559 Million 0.06% of portfolio
32,424
Q1 2024 Added 4.22%
$0
$560 Million 0.06% of portfolio
13,633
Q2 2024 Added 1.48%
$25.8B
$570 Million 0.06% of portfolio
5,987
Q2 2024 Added 0.02%
$69.9B
$558 Million 0.06% of portfolio
2,162
Q2 2024 Reduced 3.05%
$20.2B
$589 Million 0.06% of portfolio
7,930
Q2 2024 Added 6.73%
$0
$549 Million 0.06% of portfolio
14,962
Q3 2023 Reduced 2.17%
$46.9B
$615 Million 0.06% of portfolio
2,739
Q2 2024 Reduced 3.86%
$0
$587 Million 0.06% of portfolio
6,328
Q2 2024 Reduced 27.24%
$26.9B
$562 Million 0.06% of portfolio
3,113
Q2 2024 Reduced 4.86%
$77.6B
$540 Million 0.06% of portfolio
1,238
Q2 2024 Reduced 6.21%
$0
$625 Million 0.06% of portfolio
10,846
Q2 2024 Added 2.35%
$0
$547 Million 0.06% of portfolio
6,979
Q1 2016 Reduced 7.75%
$10.1B
$481 Million 0.05% of portfolio
11,556
Q2 2024 Reduced 1.41%
$38.4B
$529 Million 0.05% of portfolio
2,349
Q2 2024 Added 4.17%
$77.3B
$456 Million 0.05% of portfolio
14,754
Q2 2024 Added 15.82%
$0
$505 Million 0.05% of portfolio
10,520
Q2 2024 Reduced 1.63%
$12.8B
$520 Million 0.05% of portfolio
15,123
Q2 2024 Reduced 3.3%
$0
$471 Million 0.05% of portfolio
3,519
Q4 2023 New
$50.1B
$452 Million 0.05% of portfolio
5,157
Q1 2024 Reduced 8.63%
$99.2B
$460 Million 0.05% of portfolio
2,368
Q2 2024 Added 3.32%
$0
$534 Million 0.05% of portfolio
2,770
Q2 2024 Reduced 75.89%
$58.1B
$476 Million 0.05% of portfolio
3,380
Q1 2024 Added 0.45%
$182B
$449 Million 0.05% of portfolio
1,009
Q2 2024 Reduced 41.13%
$0
$474 Million 0.05% of portfolio
6,329
Q2 2024 Added 50.94%
$0
$505 Million 0.05% of portfolio
3,678
Q2 2024 Reduced 23.36%
$0
$529 Million 0.05% of portfolio
3,100
Q2 2024 Reduced 21.62%
$15.7B
$462 Million 0.05% of portfolio
4,339
Q2 2024 Reduced 7.07%
$0
$460 Million 0.05% of portfolio
9,310
Q2 2024 Added 0.09%
$0
$527 Million 0.05% of portfolio
4,134
Q1 2024 Reduced 10.83%
$0
$497 Million 0.05% of portfolio
2,722
Q1 2024 Added 1.99%
$89.5B
$442 Million 0.05% of portfolio
9,696
Q2 2024 Added 7.88%
$24.7B
$470 Million 0.05% of portfolio
3,637
Q2 2024 Added 0.14%
$123B
$472 Million 0.05% of portfolio
1,264
Q2 2024 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 1,006
  • Current Value $972 Billion
  • Prior Value $954 Billion
  • Filing
  • Period Q2 2024
  • Filing Date September 20, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 50 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 240 stocks
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