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
$14.4B
$134 Million 0.01% of portfolio
1,400
Q2 2024 Reduced 3.11%
$9.2B
$122 Million 0.01% of portfolio
660
Q3 2024 Added 140.0%
$3.51B
$125 Million 0.01% of portfolio
3,375
Q1 2016 Added 401.63%
$6.74B
$57.5 Million 0.01% of portfolio
405
Q4 2024 Reduced 4.03%
$21.2B
$117 Million 0.01% of portfolio
253
Q3 2024 Added 114.41%
$16.8B
$122 Million 0.01% of portfolio
691
Q3 2024 Reduced 6.62%
$15B
$71.7 Million 0.01% of portfolio
285
Q1 2016 Added 121.05%
$34.2B
$72.9 Million 0.01% of portfolio
1,143
Q4 2024 Reduced 14.57%
$93.6B
$87.8 Million 0.01% of portfolio
378
Q3 2024 Added 52.42%
$0
$76.9 Million 0.01% of portfolio
696
Q4 2024 Added 0.43%
$0
$87 Million 0.01% of portfolio
204
Q3 2024 Reduced 12.82%
$128B
$150 Million 0.01% of portfolio
3,100
Q1 2016 Added 485.52%
$21.1B
$120 Million 0.01% of portfolio
1,020
Q4 2024 Added 17.24%
Direxion Daily Regional Banks Bull 3 X Shares
-
$54.9 Million 0.01% of portfolio
-
Q4 2024 New
$24.3B
$103 Million 0.01% of portfolio
503
Q1 2024 Added 0.6%
$4.41B
$151 Million 0.01% of portfolio
1,632
Q2 2024 Reduced 10.92%
$0
$96.5 Million 0.01% of portfolio
1,709
Q4 2024 Added 0.23%
$0
$57 Million 0.01% of portfolio
630
Q1 2024 Reduced 55.94%
$116B
$98 Million 0.01% of portfolio
355
Q4 2024 Reduced 38.58%
$42.1B
$74.2 Million 0.01% of portfolio
672
Q4 2024 Reduced 4.55%
$0
$56.6 Million 0.01% of portfolio
659
Q3 2024 Reduced 28.68%
$0
$137 Million 0.01% of portfolio
3,400
Q3 2024 New
$74.7B
$117 Million 0.01% of portfolio
318
Q4 2024 Reduced 1.55%
$23.9B
$159 Million 0.01% of portfolio
4,000
Q4 2024 Added 25.0%
$56.2B
$153 Million 0.01% of portfolio
3,200
Q1 2016 Reduced 37.5%
$86.1B
$143 Million 0.01% of portfolio
4,841
Q4 2024 Added 55.16%
$0
$95.9 Million 0.01% of portfolio
2,180
Q4 2024 Added 98.18%
$45.9B
$149 Million 0.01% of portfolio
75
Q4 2024 Reduced 1.32%
$0
$113 Million 0.01% of portfolio
823
Q2 2024 Added 157.99%
Cooper Cos Inc Com
-
$99.7 Million 0.01% of portfolio
-
Q3 2024 Added 1,029.17%
$17.8B
$145 Million 0.01% of portfolio
6,144
Q3 2024 Reduced 24.56%
$0
$117 Million 0.01% of portfolio
1,494
Q2 2024 Added 14.4%
$0
$54.3 Million 0.01% of portfolio
2,500
Q4 2024 New
$12.9B
$98.8 Million 0.01% of portfolio
280
Q4 2024 Added 12.0%
$0
$60.7 Million 0.01% of portfolio
756
Q4 2024 Added 0.4%
$9.23B
$148 Million 0.01% of portfolio
1,620
Q3 2024 Reduced 5.81%
$108B
$119 Million 0.01% of portfolio
265
Q3 2024 Added 2.71%
$18.8B
$98.4 Million 0.01% of portfolio
1,298
Q2 2024 Reduced 5.46%
$19.3B
$58.1 Million 0.01% of portfolio
5,501
Q4 2024 Reduced 5.92%
$48.2B
$57.5 Million 0.01% of portfolio
334
Q1 2024 Added 2.77%
$50B
$82.5 Million 0.01% of portfolio
2,567
Q1 2024 Reduced 3.82%
$48.1B
$144 Million 0.01% of portfolio
270
Q3 2024 Added 3,275.0%
$13.7B
$141 Million 0.01% of portfolio
751
Q4 2024 Reduced 1.96%
$0
$135 Million 0.01% of portfolio
6,161
Q1 2016 Reduced 80.52%
$0
$154 Million 0.01% of portfolio
7,662
Q4 2024 Added 134.89%
$0
$92.5 Million 0.01% of portfolio
1,000
Q4 2023 New
$70.7B
$129 Million 0.01% of portfolio
1,702
Q4 2024 Reduced 13.6%
$2.75B
$102 Million 0.01% of portfolio
504
Q3 2024 Added 500.0%
$55.3B
$113 Million 0.01% of portfolio
459
Q4 2024 Reduced 1.29%

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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