Anchor Investment Management, LLC Purchases in Q3 2024

Anchor Investment Management, LLC

  • $1.06 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.3K
+ 8.14%
$61.11 - $67.85 $1.73M - $1.92M
376K $25.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.14K
+ 5.81%
$405.19 - $478.57 $867K - $1.02M
39K $17.9B
AAPL
Apple Inc.

Technology
184
+ 0.15%
$207.23 - $234.82 $38.1K - $43.2K
126K $29.3B
ABBV
Abb Vie Inc.

Healthcare
2.53K
+ 2.93%
$163.84 - $199.33 $414K - $504K
88.7K $17.5B
GBDC
Golub Capital Bdc, Inc.

Financial Services
181K
+ 195.05%
$14.36 - $16.0 $2.6M - $2.9M
274K $4.14B
LOW
Lowes Companies Inc

Consumer Cyclical
1.16K
+ 2.62%
$213.3 - $270.78 $248K - $314K
45.5K $12.3B
UNH
Unitedhealth Group Inc

Healthcare
1.13K
+ 5.09%
$488.01 - $604.18 $550K - $682K
23.3K $13.6B
IGRO
Ishares Tr International Divid

ETFs
30.3K
New
$66.7 - $75.25 $2.02M - $2.28M
30.3K $2.26B
CGGR
Capital Group Growth ETF Shs C

ETFs
63.7K
New
$30.71 - $34.79 $1.95M - $2.21M
63.7K $2.21B
VIG
Vanguard Dividend Appreciation

ETFs
10.1K
+ 372.3%
$182.15 - $182.15 $1.85M - $1.85M
12.9K $2.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.72K
+ 51.52%
$517.38 - $573.86 $1.41M - $1.56M
8K $4.59B
JNJ
Johnson & Johnson

Healthcare
1.76K
+ 1.98%
$145.48 - $167.38 $256K - $295K
90.9K $14.7B
V
Visa Inc.

Financial Services
1.45K
+ 1.43%
$253.74 - $291.56 $367K - $422K
103K $28.3B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
24.8K
New
$56.04 - $62.99 $1.39M - $1.56M
24.8K $1.52B
WMT
Walmart Inc.

Consumer Defensive
3.04K
+ 3.57%
$66.91 - $81.4 $204K - $248K
88.2K $7.12B
DUK
Duke Energy Corp

Utilities
1.25K
+ 1.57%
$99.35 - $117.71 $124K - $147K
81.3K $9.37B
MDT
Medtronic PLC

Healthcare
1.27K
+ 1.2%
$76.84 - $91.03 $97.7K - $116K
108K $9.68B
ORCL
Oracle Corp

Technology
27
+ 0.06%
$125.9 - $170.35 $3.4K - $4.6K
42.2K $7.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 1508.37%
$105.53 - $118.34 $1.08M - $1.22M
11K $1.28B
FISV
Fiserv Inc

Technology
497
+ 1.42%
N/A
35.5K $6.37B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10.4K
+ 240.49%
$95.1 - $106.76 $989K - $1.11M
14.7K $1.57B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
35.1K
+ 4.14%
$19.2 - $19.82 $673K - $695K
882K $17.4B
PM
Philip Morris International Inc.

Consumer Defensive
1.54K
+ 3.47%
$101.25 - $127.45 $156K - $197K
46K $5.59B
DGRO
Ishares Core Dividend Growth E

ETFs
15.4K
+ 142.22%
$57.47 - $62.76 $886K - $968K
26.3K $1.65B
SO
Southern CO

Utilities
347
+ 0.45%
$77.0 - $90.52 $26.7K - $31.4K
77K $6.94B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.6K
+ 3.58%
$19.2 - $19.63 $607K - $620K
915K $17.9B
MCD
Mcdonalds Corp

Consumer Cyclical
1K
+ 7.67%
$245.82 - $304.51 $247K - $305K
14.1K $4.29B
UNP
Union Pacific Corp

Industrials
276
+ 0.64%
$221.78 - $256.09 $61.2K - $70.7K
43.1K $10.6B
FTNT
Fortinet, Inc.

Technology
1.87K
+ 4.23%
$55.39 - $77.55 $103K - $145K
46K $3.56B
CAT
Caterpillar Inc

Industrials
376
+ 2.91%
$316.8 - $391.12 $119K - $147K
13.3K $5.21B
GE
General Electric CO

Industrials
3.52K
+ 45.09%
$156.66 - $189.66 $551K - $667K
11.3K $2.13B
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.18K
+ 9.91%
$57.22 - $80.08 $182K - $254K
35.2K $2.75B
NEE
Nextera Energy Inc

Utilities
2.25K
+ 4.51%
$69.9 - $84.97 $157K - $191K
52.2K $4.41B
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
+ 12.9%
$191.76 - $263.26 $217K - $298K
9.91K $2.59B
TMO
Thermo Fisher Scientific Inc.

Healthcare
195
+ 1.75%
$531.86 - $624.21 $104K - $122K
11.4K $7.03B
ADP
Automatic Data Processing Inc

Industrials
1K
+ 6.96%
$233.44 - $279.45 $234K - $280K
15.4K $4.26B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.83K
+ 6550.0%
$75.88 - $83.21 $746K - $818K
9.98K $830M
Te Connectivity PLC Ord Shs
5.05K
New
N/A
5.05K $762M
VGT
Vanguard Information Technolog

ETFs
820
+ 2.94%
$514.43 - $606.85 $422K - $498K
28.7K $16.8B
Blackrock Inc Com
791
New
N/A
791 $751M
PG
Procter & Gamble CO

Consumer Defensive
1.3K
+ 2.12%
$160.76 - $177.82 $209K - $231K
62.5K $10.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
693
+ 1.64%
$434.77 - $502.96 $301K - $349K
42.9K $20.9B
ABT
Abbott Laboratories

Healthcare
1.51K
+ 2.86%
$100.07 - $118.13 $151K - $178K
54.2K $6.18B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.47K
+ 1352.29%
$460.0 - $505.78 $678K - $746K
1.58K $736M
AVGO
Broadcom Inc.

Technology
21.7K
+ 1013.09%
$136.27 - $1745.86 $2.95M - $37.8M
23.8K $4.11B
ENB
Enbridge Inc

Energy
581
+ 0.47%
$35.27 - $41.18 $20.5K - $23.9K
123K $5B
LMT
Lockheed Martin Corp

Industrials
320
+ 8.41%
$460.3 - $584.56 $147K - $187K
4.13K $2.41B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
583
+ 212.0%
$1024.09 - $1201.76 $597K - $701K
858 $902M
GS
Goldman Sachs Group Inc

Financial Services
953
+ 29.08%
$459.02 - $510.25 $437K - $486K
4.23K $2.09B
Activity Summary
Buys All Purchases 364 New Holdings 95 Increased Positions 269 Sells All Sells 216 Reductions 215 Sold out 1 Options Calls 0 Puts 0
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