Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025

Anchor Investment Management, LLC has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1041 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.4B, Visa Inc. with a value of $37.5B, Apple Inc. with a value of $30.1B, Schwab Strategic Tr Us Large C with a value of $25B, and Invesco Et Self Idxd Fd Tr Bul with a value of $20.5B.

Examining the 13F form we can see an increase of $488M in the current position value, from $1.07T to 1.07T. Also it can be appreciated an additional of 39 stocks purchases and 1 closed positions.

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: $285 Billion
Technology: $149 Billion
Financial Services: $146 Billion
Healthcare: $120 Billion
Industrials: $87.8 Billion
Consumer Defensive: $70 Billion
Consumer Cyclical: $63.6 Billion
Communication Services: $62.3 Billion
Other: $74.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$39.4 Billion 3.68% of portfolio
105,030
Q1 2025 Added 1.76%
$551B
$37.5 Billion 3.5% of portfolio
107,100
Q1 2025 Added 4.04%
$3.69T
$30.1 Billion 2.81% of portfolio
135,648
Q1 2025 Added 4.5%
$0
$25 Billion 2.33% of portfolio
1,133,017
Q1 2025 Added 0.88%
$0
$20.5 Billion 1.91% of portfolio
1,046,203
Q1 2025 Added 11.08%
$621B
$19.9 Billion 1.85% of portfolio
37,326
Q1 2025 Reduced 5.43%
$0
$19.6 Billion 1.83% of portfolio
41,755
Q1 2025 Added 1.66%
$0
$19.3 Billion 1.8% of portfolio
992,493
Q1 2025 Added 1.66%
$0
$19 Billion 1.77% of portfolio
934,159
Q1 2025 Added 12,092.1%
$351B
$17.8 Billion 1.66% of portfolio
84,926
Q1 2025 Reduced 6.4%
$1.21T
$16.2 Billion 1.51% of portfolio
104,476
Q1 2025 Added 1.63%
$0
$15.6 Billion 1.46% of portfolio
28,837
Q1 2025 Added 1.36%
$28.2B
$15.7 Billion 1.46% of portfolio
8,451
Q1 2025 Reduced 1.08%
$452B
$14.3 Billion 1.33% of portfolio
86,258
Q1 2025 Reduced 5.86%
$1.24T
$14.2 Billion 1.33% of portfolio
90,936
Q1 2025 Added 1.83%
$2.26T
$13.3 Billion 1.24% of portfolio
69,876
Q1 2025 Added 3.07%
$442B
$12.1 Billion 1.13% of portfolio
102,018
Q1 2025 Added 0.73%
$608B
$11.6 Billion 1.08% of portfolio
14,016
Q1 2025 Reduced 0.21%
$1.78T
$11.4 Billion 1.06% of portfolio
19,761
Q1 2025 Reduced 1.15%
$368B
$11.1 Billion 1.03% of portfolio
65,106
Q1 2025 Added 0.03%
$152B
$10.6 Billion 0.99% of portfolio
45,492
Q1 2025 Reduced 0.37%
$135B
$10.3 Billion 0.96% of portfolio
43,643
Q1 2025 Reduced 0.21%
$95.8B
$9.94 Billion 0.93% of portfolio
81,521
Q1 2025 Added 0.33%
$859B
$9.8 Billion 0.91% of portfolio
39,963
Q1 2025 Reduced 0.83%
$122B
$9.61 Billion 0.9% of portfolio
106,996
Q1 2025 Added 0.1%
$73.8B
$9.52 Billion 0.89% of portfolio
39,333
Q1 2025 Added 0.75%
$14B
$9.28 Billion 0.87% of portfolio
18,266
Q4 2024 Added 7,911.4%
$306B
$8.67 Billion 0.81% of portfolio
121,088
Q1 2025 Reduced 0.52%
$456B
$8.65 Billion 0.81% of portfolio
79,799
Q1 2025 Added 10.03%
$439B
$7.83 Billion 0.73% of portfolio
8,280
Q1 2025 Added 1.2%
$0
$7.8 Billion 0.73% of portfolio
40,400
Q1 2025 Reduced 3.91%
$79.5B
$7.63 Billion 0.71% of portfolio
34,568
Q1 2025 Reduced 0.14%
$405B
$7.35 Billion 0.69% of portfolio
20,060
Q1 2025 Added 0.28%
$0
$7.18 Billion 0.67% of portfolio
141,912
Q1 2025 Added 11.76%
$281B
$7.17 Billion 0.67% of portfolio
81,698
Q1 2025 Added 0.19%
$261B
$7.17 Billion 0.67% of portfolio
45,195
Q1 2025 Reduced 0.11%
$229B
$7.06 Billion 0.66% of portfolio
53,225
Q1 2025 Reduced 1.02%
$95.6B
$6.84 Billion 0.64% of portfolio
29,554
Q1 2025 Reduced 1.18%
$102B
$6.89 Billion 0.64% of portfolio
74,983
Q1 2025 Reduced 1.75%
$302B
$6.88 Billion 0.64% of portfolio
41,126
Q1 2025 Added 0.81%
$60B
$6.73 Billion 0.63% of portfolio
27,611
Q1 2025 Reduced 2.74%
$157B
$6.44 Billion 0.6% of portfolio
16,782
Q1 2025 Added 1.25%
$0
$6.43 Billion 0.6% of portfolio
106,797
Q1 2025 Added 0.26%
$203B
$6.28 Billion 0.59% of portfolio
69,985
Q1 2025 Reduced 0.93%
$173B
$6.18 Billion 0.58% of portfolio
40,249
Q1 2025 Added 13.6%
$545B
$6.06 Billion 0.57% of portfolio
6,498
Q1 2025 Reduced 1.07%
$92.8B
$5.99 Billion 0.56% of portfolio
17,152
Q1 2025 Added 1.29%
$94.7B
$5.8 Billion 0.54% of portfolio
8,617
Q1 2025 Added 0.07%
$187B
$5.78 Billion 0.54% of portfolio
11,622
Q1 2025 Added 1.37%

Summary

  • Portfolio
  • No. of Stocks 1,041
  • Current Value $1.07 Trillion
  • Prior Value $1.07 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 215 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 181 stocks
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