Anchor Investment Management, LLC Purchases in Q2 2025

Anchor Investment Management, LLC

  • $1.14 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
14
+ 0.15%
$32.99 - $38.56 $462 - $540
9.27K $352M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 5.85%
$376.48 - $440.65 $4.52K - $5.29K
217 $95.7M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
50
New
$153.22 - $199.8 $7.66K - $9.99K
50 $9.37M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
1.15K
+ 19.23%
$10.66 - $11.83 $12.3K - $13.6K
7.13K $79.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.07%
$23.55 - $27.67 $141 - $166
8.13K $225M
JMBS
Janus Detroit Str Tr Henderson

ETFs
200
New
$43.89 - $45.45 $8.78K - $9.09K
200 $9.01M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
261
+ 7.83%
$16.37 - $18.59 $4.27K - $4.85K
3.59K $66.3M
WELL
Welltower Inc.

Real Estate
50
+ 16.67%
$136.49 - $155.22 $6.82K - $7.76K
350 $53.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
100
+ 7.7%
$71.96 - $83.42 $7.2K - $8.34K
1.4K $116M
UTG
Reaves Utility Income Fund

Financial Services
27
+ 1.69%
$29.08 - $36.18 $785 - $977
1.62K $58.7M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
403
New
$12.21 - $13.9 $4.92K - $5.6K
403 $5.26M
LQD
Ishares Iboxx $ Investment Gra

ETFs
46
+ 21.3%
$105.23 - $109.61 $4.84K - $5.04K
262 $28.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
45
New
$90.5 - $114.3 $4.07K - $5.14K
45 $5.14M
BAH
Booz Allen Hamilton Holding Corp

Industrials
50
+ 8.31%
$99.97 - $129.69 $5K - $6.48K
652 $67.9M
Ralliant Corp Com
88
New
N/A
88 $4.66M
EAF
Graftech International LTD

Industrials
4K
+ 66.54%
$0.56 - $1.3 $2.24K - $5.2K
10K $9.74M
EXEL
Exelixis, Inc.

Healthcare
100
New
$34.13 - $46.26 $3.41K - $4.63K
100 $4.41M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
522
+ 30.98%
$67.83 - $92.33 $35.4K - $48.2K
2.21K $160M
CELH
Celsius Holdings, Inc.

Consumer Defensive
90
New
$33.89 - $46.39 $3.05K - $4.18K
90 $4.18M
FNDF
Schwab Fundamental Intl Large

ETFs
1
+ 0.1%
$32.25 - $40.02 $32.3 - $40
955 $38.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16
+ 0.29%
$77.74 - $78.78 $1.24K - $1.26K
5.61K $441M
PEG
Public Service Enterprise Group Inc

Utilities
20
+ 2.01%
$77.13 - $84.18 $1.54K - $1.68K
1.02K $85.5M
GPC
Genuine Parts CO

Consumer Cyclical
4
+ 0.28%
$105.54 - $129.09 $422 - $516
1.44K $174M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
150
+ 7.36%
$107.83 - $119.94 $16.2K - $18K
2.19K $236M
IRBO
Ishares Robotics & Artificial

ETFs
75
New
N/A
75 $3.08M
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.4%
$35.88 - $52.99 $71.8 - $106
500 $24.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 1.74%
$141.87 - $164.49 $993 - $1.15K
409 $67.3M
MSCI
Msci Inc.

Financial Services
4
+ 16.0%
$506.56 - $576.74 $2.03K - $2.31K
29 $16.7M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
26
+ 38.24%
$44.23 - $62.66 $1.15K - $1.63K
94 $5.89M
PHYL
Pgim ETF Tr

ETFs
24
+ 0.96%
$33.41 - $35.49 $802 - $852
2.52K $89.5M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1
+ 0.11%
$27.79 - $34.16 $27.8 - $34.2
911 $31M
Ishares Bitcoin Trust ETF
6
+ 4.32%
N/A
145 $8.88M
Ishares High Yield Active ETF
15
+ 1.23%
N/A
1.24K $64.1M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.04%
$68.0 - $75.91 $68 - $75.9
2.85K $216M
MLPA
Global X Mlp ETF

ETFs
40
New
$46.47 - $54.16 $1.86K - $2.17K
40 $2.01M
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 0.36%
$70.56 - $87.22 $70.6 - $87.2
276 $24M
NGG
National Grid PLC

Utilities
25
New
$62.74 - $74.79 $1.57K - $1.87K
25 $1.86M
Rocket Lab Corp Com
50
New
N/A
50 $1.79M
MTZ
Mastec Inc

Industrials
10
New
$106.07 - $171.99 $1.06K - $1.72K
10 $1.7M
LNG
Cheniere Energy, Inc.

Energy
6
New
$197.25 - $244.33 $1.18K - $1.47K
6 $1.46M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
27
New
$51.1 - $53.29 $1.38K - $1.44K
27 $1.44M
VUSB
Vanguard Bd Index Fds
28
+ 1.23%
N/A
2.31K $115M
OMC
Omnicom Group Inc.

Communication Services
15
New
$69.22 - $79.77 $1.04K - $1.2K
15 $1.08M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5
+ 0.22%
$49.57 - $50.27 $248 - $251
2.29K $115M
CALM
Cal Maine Foods Inc

Consumer Defensive
3
+ 3.66%
$90.17 - $103.07 $271 - $309
85 $8.46M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
46
+ 0.43%
$7.05 - $8.02 $324 - $369
10.7K $86.1M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
10
+ 0.25%
$11.29 - $13.14 $113 - $131
3.96K $52M
HNST
Honest Company, Inc.

Consumer Cyclical
97
+ 12.78%
$4.18 - $5.51 $405 - $534
856 $4.36M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
24
New
$22.66 - $26.12 $544 - $627
24 $596K
Activity Summary
Buys All Purchases 269 New Holdings 39 Increased Positions 230 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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