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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.5B
$350 Million 0.03% of portfolio
3,160
Q4 2024 Reduced 1.56%
-
$363 Million 0.03% of portfolio
-
Q4 2024 Reduced 12.72%
$51B
$374 Million 0.03% of portfolio
6,110
Q2 2024 Reduced 0.65%
$10.2B
$314 Million 0.03% of portfolio
3,171
Q2 2024 Reduced 6.63%
$39.7B
$279 Million 0.03% of portfolio
800
Q4 2024 Added 0.13%
$437M
$346 Million 0.03% of portfolio
17,979
Q4 2024 Reduced 4.12%
$46.7B
$297 Million 0.03% of portfolio
4,134
Q4 2024 Added 3.38%
$0
$311 Million 0.03% of portfolio
4,163
Q3 2024 Reduced 34.22%
$0
$330 Million 0.03% of portfolio
2,070
Q4 2024 Reduced 2.08%
$8.98B
$308 Million 0.03% of portfolio
3,473
Q4 2024 Reduced 8.68%
$38.5B
$328 Million 0.03% of portfolio
3,263
Q2 2024 Reduced 11.74%
$94.3B
$282 Million 0.03% of portfolio
4,801
Q4 2024 Reduced 15.79%
$71.4B
$345 Million 0.03% of portfolio
6,379
Q4 2024 Added 16.43%
$24.2B
$318 Million 0.03% of portfolio
1,978
Q3 2024 Reduced 4.81%
$28.4B
$287 Million 0.03% of portfolio
2,459
Q3 2024 Added 0.04%
$0
$298 Million 0.03% of portfolio
868
Q3 2024 Reduced 10.33%
$9.24B
$323 Million 0.03% of portfolio
1,037
Q4 2024 Added 16.78%
$0
$363 Million 0.03% of portfolio
1,128
Q1 2016 Reduced 86.7%
$19.5B
$204 Million 0.02% of portfolio
9,550
Q4 2024 Reduced 6.83%
$37B
$204 Million 0.02% of portfolio
1,721
Q1 2024 Added 0.82%
$36.4B
$261 Million 0.02% of portfolio
4,206
Q4 2024 Reduced 2.32%
$30.8B
$185 Million 0.02% of portfolio
3,527
Q4 2024 Added 3.83%
$32.2B
$219 Million 0.02% of portfolio
851
Q1 2016 Reduced 17.74%
Corpay Inc Com Shs
-
$261 Million 0.02% of portfolio
-
Q4 2024 Reduced 4.35%
$0
$195 Million 0.02% of portfolio
2,441
Q4 2024 Added 51.05%
$40.8B
$178 Million 0.02% of portfolio
1,329
Q3 2024 Added 7.44%
$6.93B
$247 Million 0.02% of portfolio
4,000
Q3 2023 Added 33.33%
$0
$191 Million 0.02% of portfolio
3,828
Q4 2024 Added 0.47%
$41B
$261 Million 0.02% of portfolio
370
Q3 2024 Added 1.09%
$62.4B
$181 Million 0.02% of portfolio
1,425
Q4 2024 Reduced 7.05%
$10.1B
$184 Million 0.02% of portfolio
456
Q4 2024 Added 3.4%
$132B
$210 Million 0.02% of portfolio
929
Q4 2024 Reduced 3.43%
$30.1B
$175 Million 0.02% of portfolio
2,293
Q4 2024 Reduced 0.61%
$0
$203 Million 0.02% of portfolio
1,234
Q2 2024 Added 6.29%
$56.7B
$208 Million 0.02% of portfolio
917
Q4 2024 Reduced 2.45%
$26.7B
$177 Million 0.02% of portfolio
900
Q4 2024 Reduced 3.02%
$0
$184 Million 0.02% of portfolio
6,616
Q4 2024 Added 300.0%
$0
$230 Million 0.02% of portfolio
4,182
Q2 2024 Added 26.08%
$34.4B
$182 Million 0.02% of portfolio
3,000
Q1 2020 Reduced 68.13%
$0
$245 Million 0.02% of portfolio
3,100
Q2 2024 Reduced 4.62%
$16B
$182 Million 0.02% of portfolio
2,037
Q3 2024 Added 47.29%
$0
$213 Million 0.02% of portfolio
8,168
Q4 2024 Added 200.18%
$23.4B
$240 Million 0.02% of portfolio
7,550
Q4 2024 Reduced 6.21%
$19.8B
$161 Million 0.02% of portfolio
4,010
Q4 2024 Reduced 2.29%
$19.7B
$220 Million 0.02% of portfolio
13,500
Q3 2024 Reduced 6.9%
$0
$187 Million 0.02% of portfolio
5,714
Q4 2024 Reduced 9.26%
$0
$169 Million 0.02% of portfolio
1,305
Q1 2017 Reduced 95.4%
$0
$164 Million 0.02% of portfolio
743
Q3 2024 Added 6.75%
$12.9B
$162 Million 0.02% of portfolio
2,350
Q4 2024 Reduced 4.08%

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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