Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q4 2024

Anchor Investment Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1024 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.5B, Visa Inc. with a value of $32.5B, Apple Inc. with a value of $32.5B, Schwab Strategic Tr Us Large C with a value of $26B, and Invesco Qqq Trust, Series 1 with a value of $21B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $1.06T to 1.07T.

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 $1.07 Trillion
ETFs: $290 Billion
Technology: $158 Billion
Financial Services: $142 Billion
Healthcare: $113 Billion
Industrials: $88.2 Billion
Communication Services: $68 Billion
Consumer Cyclical: $66.8 Billion
Consumer Defensive: $65.5 Billion
Other: $68.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.86T
$43.5 Billion 4.06% of portfolio
103,217
Q4 2024 Added 2.11%
$547B
$32.5 Billion 3.04% of portfolio
102,941
Q4 2024 Added 0.04%
$3.42T
$32.5 Billion 3.03% of portfolio
129,809
Q4 2024 Added 3.25%
$960B
$19.5 Billion 1.82% of portfolio
102,799
Q4 2024 Added 3.29%
$27.5B
$18.1 Billion 1.68% of portfolio
8,543
Q3 2024 Reduced 1.08%
$681B
$17.9 Billion 1.67% of portfolio
39,471
Q4 2024 Added 1.28%
$990B
$17 Billion 1.59% of portfolio
89,301
Q4 2024 Reduced 0.31%
$378B
$16.1 Billion 1.5% of portfolio
90,731
Q4 2024 Added 2.27%
$1.96T
$14.9 Billion 1.39% of portfolio
67,797
Q4 2024 Added 2.36%
$429B
$13.3 Billion 1.24% of portfolio
91,625
Q4 2024 Added 0.83%
$1.31T
$11.7 Billion 1.09% of portfolio
19,990
Q4 2024 Reduced 0.57%
$471B
$11.6 Billion 1.08% of portfolio
22,972
Q4 2024 Reduced 1.45%
$138B
$11.3 Billion 1.05% of portfolio
45,663
Q4 2024 Added 0.28%
$397B
$10.9 Billion 1.02% of portfolio
65,084
Q4 2024 Added 4.09%
$474B
$10.9 Billion 1.02% of portfolio
101,277
Q4 2024 Reduced 6.12%
$782B
$10.8 Billion 1.01% of portfolio
14,045
Q4 2024 Added 0.68%
$288B
$9.74 Billion 0.91% of portfolio
72,523
Q4 2024 Added 10.57%
$689B
$9.66 Billion 0.9% of portfolio
40,297
Q4 2024 Added 0.66%
$93B
$8.75 Billion 0.82% of portfolio
81,251
Q4 2024 Reduced -0.0%
$16.9B
$8.66 Billion 0.81% of portfolio
18,266
Q4 2024 Added 7,911.4%
$123B
$8.54 Billion 0.8% of portfolio
106,884
Q4 2024 Reduced 0.59%
$64B
$7.99 Billion 0.75% of portfolio
28,390
Q4 2024 Reduced 0.3%
$358B
$7.78 Billion 0.73% of portfolio
20,004
Q4 2024 Added 2.33%
$73.9B
$7.85 Billion 0.73% of portfolio
39,039
Q4 2024 Added 1.4%
$300B
$7.58 Billion 0.71% of portfolio
121,720
Q4 2024 Added 2.16%
$397B
$7.5 Billion 0.7% of portfolio
8,182
Q4 2024 Added 2.33%
$182B
$7.37 Billion 0.69% of portfolio
16,574
Q4 2024 Added 1.92%
$232B
$7.37 Billion 0.69% of portfolio
81,544
Q4 2024 Reduced 7.53%
$240B
$7.03 Billion 0.66% of portfolio
70,639
Q4 2024 Reduced 5.9%
$79.5B
$7.11 Billion 0.66% of portfolio
34,617
Q4 2024 Reduced 2.39%
$403B
$6.56 Billion 0.61% of portfolio
39,353
Q4 2024 Reduced 6.78%
$98.2B
$6.28 Billion 0.59% of portfolio
76,321
Q4 2024 Reduced 0.82%
$221B
$6.08 Billion 0.57% of portfolio
53,774
Q4 2024 Reduced 0.85%
$92.7B
$6.03 Billion 0.56% of portfolio
29,906
Q4 2024 Reduced 0.57%
$204B
$5.96 Billion 0.56% of portfolio
11,465
Q4 2024 Added 0.87%
$414B
$5.85 Billion 0.55% of portfolio
6,568
Q4 2024 Reduced 7.56%
$315B
$5.91 Billion 0.55% of portfolio
40,794
Q4 2024 Reduced 11.99%
$87B
$5.76 Billion 0.54% of portfolio
16,933
Q4 2024 Reduced 0.39%
$176B
$5.44 Billion 0.51% of portfolio
35,431
Q4 2024 Added 2.11%
$238B
$5.45 Billion 0.51% of portfolio
45,247
Q4 2024 Reduced 1.72%
$86.7B
$5.18 Billion 0.48% of portfolio
41,103
Q4 2024 Reduced 3.54%
$76.4B
$5.06 Billion 0.47% of portfolio
21,832
Q4 2024 Reduced 8.3%
$87.9B
$5.07 Billion 0.47% of portfolio
119,576
Q4 2024 Reduced 2.79%
$178B
$5.02 Billion 0.47% of portfolio
13,852
Q4 2024 Added 4.02%
$95.1B
$4.91 Billion 0.46% of portfolio
8,611
Q4 2024 Reduced 0.66%
$181B
$4.92 Billion 0.46% of portfolio
44,147
Q4 2024 Added 6.47%
$506B
$4.86 Billion 0.45% of portfolio
9,224
Q4 2024 Reduced 1.29%
$186B
$4.68 Billion 0.44% of portfolio
117,132
Q4 2024 Reduced 1.38%
$40B
$4.6 Billion 0.43% of portfolio
96,794
Q4 2024 Reduced 3.2%

Summary

  • Portfolio
  • No. of Stocks 1,024
  • Current Value $1.07 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 248 stocks
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