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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181M
$559 Million 0.06% of portfolio
32,424
Q1 2024 Added 4.22%
$286M
$105 Million 0.01% of portfolio
10,000
Q4 2023 New
$254M
$20.1 Million 0.0% of portfolio
333
Q1 2016 Added 200.3%
$267M
$5.55 Million 0.0% of portfolio
1,082
Q2 2024 Added 1.22%
$165M
$1.72 Million 0.0% of portfolio
200
Q1 2024 New
$215M
$12.9 Million 0.0% of portfolio
268
Q4 2023 New
$219M
$201,000 0.0% of portfolio
56
Q4 2021 Added 8.93%
$288M
$8.06 Million 0.0% of portfolio
-
Q2 2024 Added 130.43%
$138M
$13.3 Million 0.0% of portfolio
6,000
Q1 2024 New
$69.9M
$42,000 0.0% of portfolio
17
Q4 2023 New

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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