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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.4 Billion 0.13% of portfolio
67,931
Q4 2024 Added 0.05%
$0
$1.19 Billion 0.11% of portfolio
27,387
Q4 2024 Added 0.55%
$0
$373 Million 0.03% of portfolio
42,869
Q2 2024 Reduced 10.45%
$0
$54.3 Million 0.01% of portfolio
2,500
Q4 2024 New
$0
$135 Million 0.01% of portfolio
6,161
Q1 2016 Reduced 80.52%
$0
$68.9 Million 0.01% of portfolio
5,981
Q1 2016 Reduced 15.85%
$0
$63.4 Million 0.01% of portfolio
2,000
Q4 2024 New
$0
$54.1 Million 0.01% of portfolio
3,935
Q4 2024 Added 0.2%
$0
$114 Million 0.01% of portfolio
6,500
Q3 2024 Added 85.71%
$0
$83.8 Million 0.01% of portfolio
10,658
Q4 2024 Added 0.54%
$0
$10.1 Million 0.0% of portfolio
1,000
Q4 2023 New
$0
$11.4 Million 0.0% of portfolio
900
Q4 2023 New
$0
$5.02 Million 0.0% of portfolio
422
Q4 2023 New
$0
$30.8 Million 0.0% of portfolio
1,863
Q4 2024 Reduced 11.83%
$0
$18.8 Million 0.0% of portfolio
1,800
Q4 2018 Reduced 16.67%
$0
$3.41 Million 0.0% of portfolio
100
Q2 2024 Reduced 33.33%
$0
$7.36 Million 0.0% of portfolio
1,376
Q4 2024 Added 0.58%
$0
$30.7 Million 0.0% of portfolio
1,683
Q1 2016 Sold Out
$0
$8.64 Million 0.0% of portfolio
740
Q4 2023 New
$0
$36.2 Million 0.0% of portfolio
3,275
Q4 2018 Added 19.08%
$0
$9.86 Million 0.0% of portfolio
1,000
Q4 2023 New
$0
$49 Million 0.0% of portfolio
4,000
Q1 2017 Reduced 24.99%
$0
$24.8 Million 0.0% of portfolio
1,375
Q1 2016 Reduced 72.73%
$0
$1.58 Million 0.0% of portfolio
164
Q4 2024 New
$0
$49.7 Million 0.0% of portfolio
1,568
Q4 2024 Added 1.75%
$0
$5.41 Million 0.0% of portfolio
200
Q2 2024 New
$0
$7.81 Million 0.0% of portfolio
740
Q4 2023 New
$0
$28.5 Million 0.0% of portfolio
3,226
Q2 2024 Added 44.92%
$0
$25.2 Million 0.0% of portfolio
5,000
Q4 2024 New
$0
$10.6 Million 0.0% of portfolio
4,000
Q1 2017 Added 50.0%

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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