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
Dan Ives Wedbush Ai Revolution ETF
18
New
N/A
18 $488K
FIP
Ftai Infrastructure LLC
1
+ 0.41%
$3.23 - $6.73 $3.23 - $6.73
247 $1.53M
SOFI
So Fi Technologies, Inc.

Financial Services
17
New
$9.5 - $18.21 $162 - $310
17 $310K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3
New
$82.17 - $99.96 $247 - $300
3 $295K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1
+ 2.17%
$30.7 - $44.12 $30.7 - $44.1
47 $2.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.32K
+ 5.52%
$24.32 - $27.87 $154K - $176K
121K $3.2B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3
+ 1.13%
$49.98 - $50.26 $150 - $151
268 $13.4M
VT
Vanguard Total World Stk Index

ETFs
1
New
$103.16 - $128.52 $103 - $129
1 $129K
Chargepoint Holdings Inc Com Shs
100
New
N/A
100 $70K
ALK
Alaska Air Group, Inc.

Industrials
1
+ 10.0%
$41.01 - $54.88 $41 - $54.9
11 $544K
FUBO
Fubo Tv Inc.

Communication Services
5
+ 25.0%
$2.42 - $3.86 $12.1 - $19.3
25 $97K
PFF
Ishares Trust Ishares Pfd And

ETFs
1
+ 0.66%
$29.0 - $30.68 $29 - $30.7
153 $4.7M
RE
Everest Re Group LTD

Financial Services
0
New
N/A
0 $128K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2
+ 0.46%
$8.43 - $8.77 $16.9 - $17.5
436 $3.79M
MFM
Mfs Municipal Income Trust

Financial Services
9
+ 0.65%
$4.98 - $5.37 $44.8 - $48.3
1.39K $7.21M
AA
Alcoa Corp

Basic Materials
1
+ 0.49%
$22.57 - $30.84 $22.6 - $30.8
206 $6.08M
DHR
Danaher Corp

Healthcare
324
+ 3.76%
$174.64 - $205.16 $56.6K - $66.5K
8.93K $1.76B
O
Realty Income Corp

Real Estate
3
+ 0.18%
$52.27 - $58.52 $157 - $176
1.68K $96.5M
SXC
Sun Coke Energy, Inc.

Basic Materials
17
+ 1.47%
$7.75 - $9.8 $132 - $167
1.17K $10M
AWR
American States Water CO

Utilities
4
+ 0.65%
$75.1 - $81.3 $300 - $325
616 $47.2M
Healthcare Rlty Tr Cl A Com
48
+ 2.16%
N/A
2.27K $36.1M
Sila Realty Trust Inc Common Stock
590
+ 11.38%
N/A
5.77K $137M
ABR
Arbor Realty Trust Inc

Real Estate
82
+ 3.14%
$8.92 - $11.89 $731 - $975
2.7K $28.9M
EOG
Eog Resources Inc

Energy
2
+ 0.8%
$104.61 - $129.97 $209 - $260
252 $30.1M
ELS
Equity Lifestyle Properties Inc

Real Estate
51
+ 5.03%
$61.46 - $68.02 $3.13K - $3.47K
1.06K $65.6M
PPL
Ppl Corp

Utilities
25
+ 1.92%
$33.45 - $36.5 $836 - $913
1.33K $44.9M
CHCT
Community Healthcare Trust Inc

Real Estate
62
+ 2.95%
$14.97 - $18.3 $928 - $1.13K
2.16K $36M
OGN
Organon & Co.

Healthcare
1
+ 0.16%
$8.04 - $14.72 $8.04 - $14.7
620 $6M
WTRG
Essential Utilities, Inc.

Utilities
327
+ 5.01%
$36.92 - $41.39 $12.1K - $13.5K
6.85K $254M
CC
Chemours CO

Basic Materials
5
+ 0.28%
$9.4 - $13.06 $47 - $65.3
1.79K $20.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
42
+ 0.11%
$26.18 - $26.93 $1.1K - $1.13K
39.8K $1.06B
KHC
Kraft Heinz CO

Consumer Defensive
3
+ 0.15%
$25.61 - $30.81 $76.8 - $92.4
2.04K $52.6M
DVN
Devon Energy Corp

Energy
1
+ 0.06%
$26.8 - $37.92 $26.8 - $37.9
1.77K $56.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
112
+ 0.78%
$90.85 - $102.31 $10.2K - $11.5K
14.5K $1.46B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 2.32%
$212.1 - $244.27 $2.55K - $2.93K
529 $116M
IXC
Ishares Tr Global Energy ETF

ETFs
60
+ 1.22%
$34.69 - $42.32 $2.08K - $2.54K
4.96K $195M
SSB
South State Corp

Financial Services
10
+ 0.06%
$80.59 - $94.67 $806 - $947
17.8K $1.64B
ED
Consolidated Edison Inc

Utilities
11
+ 0.69%
$98.05 - $113.3 $1.08K - $1.25K
1.61K $162M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.05K
+ 17.91%
$225.56 - $335.19 $236K - $351K
6.9K $1.64B
ALL
Allstate Corp

Financial Services
5
+ 0.13%
$180.53 - $212.64 $903 - $1.06K
3.75K $755M
RYE
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
N/A
3.14K $234M
XLE
Energy Sector Spdr

ETFs
30
+ 0.99%
$76.44 - $94.13 $2.29K - $2.82K
3.07K $260M
UNP
Union Pacific Corp

Industrials
1.03K
+ 2.37%
$208.27 - $238.46 $215K - $246K
44.7K $10.3B
LKQ
Lkq Corp

Consumer Cyclical
701
+ 6.28%
$36.86 - $43.38 $25.8K - $30.4K
11.9K $439M
GPN
Global Payments Inc

Industrials
988
+ 14.11%
$67.47 - $99.6 $66.7K - $98.4K
7.99K $639M
EPD
Enterprise Products Partners L.P.

Energy
1.8K
+ 4.95%
$28.95 - $34.22 $52.1K - $61.6K
38.1K $1.18B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 0.12%
$421.16 - $509.5 $842 - $1.02K
1.62K $720M
AMGN
Amgen Inc

Healthcare
301
+ 6.49%
$262.28 - $309.85 $78.9K - $93.3K
4.94K $1.38B
K
Kellogg CO

Consumer Defensive
683
+ 1.66%
$77.85 - $82.88 $53.2K - $56.6K
41.9K $3.33B
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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