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
$17.2B
$1.7 Billion 0.16% of portfolio
10,497
Q4 2024 Added 3.03%
$214B
$1.75 Billion 0.16% of portfolio
7,982
Q4 2024 Added 2.35%
$148B
$1.69 Billion 0.16% of portfolio
6,478
Q4 2024 Added 6.58%
$6.42B
$1.77 Billion 0.16% of portfolio
17,756
Q3 2024 Reduced 1.8%
$42.4B
$1.61 Billion 0.15% of portfolio
13,114
Q4 2024 Added 10.95%
$1.34B
$1.64 Billion 0.15% of portfolio
27,149
Q4 2024 Added 3.96%
$61.7B
$1.53 Billion 0.14% of portfolio
19,960
Q4 2024 Reduced 1.26%
$165B
$1.5 Billion 0.14% of portfolio
2,388
Q4 2024 Reduced 1.12%
$787B
$1.55 Billion 0.14% of portfolio
7,835
Q4 2024 Reduced 2.23%
$0
$1.4 Billion 0.13% of portfolio
67,931
Q4 2024 Added 0.05%
$70.9B
$1.32 Billion 0.12% of portfolio
5,224
Q4 2024 Added 0.6%
$53.3B
$1.25 Billion 0.12% of portfolio
63,655
Q2 2024 Reduced 5.18%
$7.16B
$1.32 Billion 0.12% of portfolio
9,800
Q3 2024 Reduced 0.51%
$88.6B
$1.24 Billion 0.12% of portfolio
8,349
Q4 2024 Reduced 0.55%
$247B
$1.27 Billion 0.12% of portfolio
3,804
Q4 2024 Reduced 11.33%
$22B
$1.14 Billion 0.11% of portfolio
8,172
Q1 2024 Added 0.07%
$0
$1.19 Billion 0.11% of portfolio
27,387
Q4 2024 Added 0.55%
$156B
$1.22 Billion 0.11% of portfolio
1,155
Q4 2024 Reduced 15.32%
$77.8B
$1.2 Billion 0.11% of portfolio
2,532
Q4 2024 Reduced 17.04%
$178B
$1.22 Billion 0.11% of portfolio
3,469
Q4 2024 Reduced 43.46%
$20.5B
$1.19 Billion 0.11% of portfolio
11,223
Q4 2024 Reduced 7.61%
$101B
$1.19 Billion 0.11% of portfolio
4,317
Q4 2024 Added 31.58%
$113B
$1.19 Billion 0.11% of portfolio
11,987
Q4 2024 Added 5.87%
$136B
$1.14 Billion 0.11% of portfolio
4,955
Q4 2024 Reduced 17.95%
$131B
$1.16 Billion 0.11% of portfolio
13,447
Q3 2024 Added 2.26%
$67.5B
$1.11 Billion 0.1% of portfolio
35,335
Q3 2024 Reduced 1.4%
$254B
$1.11 Billion 0.1% of portfolio
1,607
Q4 2024 Added 16.87%
$75.8B
$1.04 Billion 0.1% of portfolio
3,963
Q4 2024 Reduced 21.29%
$72.5B
$1.05 Billion 0.1% of portfolio
827
Q4 2024 Reduced 9.81%
$27B
$1.08 Billion 0.1% of portfolio
5,775
Q4 2024 Reduced 3.51%
$79.7B
$1.09 Billion 0.1% of portfolio
11,988
Q4 2024 Reduced 1.24%
$93.5B
$946 Million 0.09% of portfolio
10,368
Q4 2024 Reduced 16.15%
$96.5B
$949 Million 0.09% of portfolio
5,361
Q4 2024 Added 0.75%
$60.9B
$1.01 Billion 0.09% of portfolio
36,858
Q4 2024 Added 0.36%
$141B
$953 Million 0.09% of portfolio
7,886
Q4 2024 Added 2.78%
$246B
$949 Million 0.09% of portfolio
13,507
Q4 2024 Reduced 15.07%
$106B
$983 Million 0.09% of portfolio
578
Q4 2024 Reduced 8.11%
$77.7B
$843 Million 0.08% of portfolio
42,037
Q4 2024 Reduced 20.44%
$36B
$896 Million 0.08% of portfolio
11,645
Q4 2024 Reduced 1.48%
$17.6B
$807 Million 0.08% of portfolio
17,114
Q4 2024 Reduced 2.3%
$58.3B
$849 Million 0.08% of portfolio
2,926
Q4 2024 Reduced 0.14%
$193B
$849 Million 0.08% of portfolio
37,280
Q4 2024 Added 0.0%
$68B
$882 Million 0.08% of portfolio
3,762
Q2 2024 Added 0.62%
$105B
$819 Million 0.08% of portfolio
14,486
Q4 2024 Reduced 4.9%
$19.3B
$784 Million 0.07% of portfolio
7,000
Q1 2024 Added 0.17%
$136B
$727 Million 0.07% of portfolio
8,138
Q4 2024 Added 4,523.86%
$52.6B
$722 Million 0.07% of portfolio
3,745
Q3 2024 Reduced 3.85%
$19.1B
$739 Million 0.07% of portfolio
26,236
Q4 2024 Reduced 1.57%
$161M
$778 Million 0.07% of portfolio
32,424
Q1 2024 Added 4.22%

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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