Anchor Investment Management, LLC Incresed Positions in Q3 2025

Anchor Investment Management, LLC

  • $1.21 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
952
+ 1.09%
$155.17 - $185.42 $148K - $177K
88.7K $16.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.4K
+ 2.16%
$24.46 - $26.5 $598K - $647K
1.15M $30.4B
VGT
Vanguard Information Technolog

ETFs
171
+ 0.58%
$656.44 - $753.15 $112K - $129K
29.6K $22.1B
MSFT
Microsoft Corp

Technology
381
+ 0.37%
$491.09 - $535.64 $187K - $204K
103K $53.4B
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
+ 3.13%
$282.78 - $316.06 $357K - $399K
41.6K $13.1B
AVGO
Broadcom Inc.

Technology
279
+ 1.21%
$264.74 - $369.57 $73.9K - $103K
23.2K $7.67B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 5.0%
$225.11 - $247.9 $451K - $496K
42.1K $10.4B
VUG
Vanguard Growth ETF

ETFs
1.79K
+ 28.38%
$433.97 - $484.08 $776K - $865K
8.08K $3.88B
SHOP
Shopify Inc.

Technology
6.77K
+ 836.05%
$112.11 - $157.12 $759K - $1.06M
7.58K $1.13B
SPOT
Spotify Technology S.A.

Communication Services
1.49K
+ 563.77%
$620.01 - $738.53 $926K - $1.1M
1.76K $1.23B
BA
Boeing CO

Industrials
4.16K
+ 79.43%
$209.79 - $237.38 $873K - $987K
9.4K $2.03B
HD
Home Depot, Inc.

Consumer Cyclical
329
+ 1.63%
$357.4 - $423.42 $118K - $139K
20.5K $8.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
555
+ 1.49%
$459.11 - $506.91 $255K - $281K
37.7K $19B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
42.6K
+ 3.92%
$19.61 - $19.79 $835K - $842K
1.13M $22.3B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
39.5K
+ 4.09%
$20.41 - $20.67 $807K - $817K
1.01M $20.7B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
8.02K
+ 6.89%
$37.04 - $40.86 $297K - $328K
124K $5.06B
VTV
Vanguard Value ETF

ETFs
2.64K
+ 16.08%
$175.51 - $186.57 $463K - $493K
19.1K $3.56B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
167
+ 1.46%
$224.68 - $282.71 $37.5K - $47.2K
11.6K $3.25B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
140
+ 0.39%
$89.32 - $107.82 $12.5K - $15.1K
36K $3.89B
ASML
Asml Holding Nv

Technology
414
+ 32.29%
$689.63 - $968.09 $286K - $401K
1.7K $1.64B
GE
General Electric CO

Industrials
248
+ 2.2%
$244.75 - $305.63 $60.7K - $75.8K
11.5K $3.47B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.5K
+ 6.92%
$50.47 - $50.74 $532K - $535K
163K $8.27B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.9K
+ 2.44%
$19.49 - $19.61 $485K - $487K
1.04M $20.4B
XOM
Exxon Mobil Corp

Energy
124
+ 0.12%
$105.83 - $117.22 $13.1K - $14.5K
102K $11.5B
TRV
Travelers Companies, Inc.

Financial Services
1.78K
+ 161.56%
$250.62 - $279.43 $447K - $498K
2.89K $806M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.55K
+ 1.53%
$25.29 - $28.33 $64.5K - $72.3K
170K $4.73B
VCR
Vanguard Consumer Discretionar

ETFs
371
+ 3.59%
$359.61 - $401.35 $133K - $149K
10.7K $4.24B
DUK
Duke Energy Corp

Utilities
36
+ 0.04%
$116.31 - $125.93 $4.19K - $4.53K
82.3K $10.2B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.7K
+ 7.06%
N/A
117K $4.8B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
13
+ 0.08%
$195.29 - $223.85 $2.54K - $2.91K
17.1K $3.8B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.52K
+ 1.75%
$28.15 - $30.13 $98.9K - $106K
205K $6.07B
Simplify Mbs ETF
7.78K
+ 18.44%
N/A
50K $2.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.25%
$617.65 - $666.84 $12.4K - $13.3K
8.06K $5.37B
VOX
Vanguard Communication Service

ETFs
479
+ 2.62%
$169.0 - $192.17 $81K - $92K
18.8K $3.52B
UBER
Uber Technologies, Inc

Technology
2.28K
+ 7.46%
$86.91 - $99.57 $198K - $227K
32.9K $3.22B
RTX
Raytheon Technologies Corp

Industrials
82
+ 0.5%
$144.19 - $167.33 $11.8K - $13.7K
16.3K $2.73B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.72K
+ 6.51%
$81.76 - $86.36 $304K - $321K
60.8K $5.16B
VHT
Vanguard Health Care ETF

ETFs
629
+ 3.95%
$239.12 - $259.95 $150K - $164K
16.5K $4.29B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.51K
+ 7.04%
$26.38 - $27.95 $225K - $238K
129K $3.53B
VFH
Vanguard Financial ETF

ETFs
1.25K
+ 3.87%
$125.23 - $132.78 $157K - $166K
33.6K $4.41B
SCHW
Schwab Charles Corp

Financial Services
1.52K
+ 4.85%
$91.03 - $98.69 $138K - $150K
32.9K $3.14B
AMAT
Applied Materials Inc

Technology
10
+ 0.08%
$156.25 - $204.95 $1.56K - $2.05K
12.7K $2.6B
IMKTA
Ingles Markets Inc

Consumer Defensive
3.6K
+ 85.71%
$59.62 - $70.62 $215K - $254K
7.8K $543M
QDPL
Pacer Fds Tr Metaurus Us Large
5.4K
+ 27.22%
$39.4 - $42.1 $213K - $227K
25.2K $1.06B
TMUS
T Mobile Us, Inc.

Communication Services
1.11K
+ 35.28%
$226.02 - $259.01 $252K - $289K
4.27K $1.02B
VIS
Vanguard Industrial ETF

ETFs
334
+ 3.22%
$281.0 - $296.29 $93.9K - $99K
10.7K $3.17B
MA
Mastercard Inc

Financial Services
332
+ 3.58%
$550.18 - $598.96 $183K - $199K
9.61K $5.47B
C
Citigroup Inc

Financial Services
788
+ 9.42%
$85.57 - $103.49 $67.4K - $81.6K
9.15K $929M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
770
+ 47.62%
$366.54 - $479.53 $282K - $369K
2.39K $935M
Activity Summary
Buys All Purchases 267 New Holdings 43 Increased Positions 224 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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