Anchor Investment Management, LLC Incresed Positions in Q1 2025

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
926K
+ 12092.1%
$20.05 - $20.4 $18.6M - $18.9M
934K $19B
V
Visa Inc.

Financial Services
4.16K
+ 4.04%
$306.92 - $362.71 $1.28M - $1.51M
107K $37.5B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
104K
+ 11.08%
$19.43 - $19.62 $2.03M - $2.05M
1.05M $20.5B
RSG
Republic Services, Inc.

Industrials
294
+ 0.75%
$200.09 - $242.16 $58.8K - $71.2K
39.3K $9.52B
XOM
Exxon Mobil Corp

Energy
741
+ 0.73%
$105.44 - $118.93 $78.1K - $88.1K
102K $12.1B
DUK
Duke Energy Corp

Utilities
270
+ 0.33%
$105.87 - $121.97 $28.6K - $32.9K
81.5K $9.94B
MDT
Medtronic PLC

Healthcare
112
+ 0.1%
$79.84 - $94.5 $8.94K - $10.6K
107K $9.61B
CVX
Chevron Corp

Energy
332
+ 0.81%
$146.71 - $167.97 $48.7K - $55.8K
41.1K $6.88B
MCK
Mckesson Corp

Healthcare
6
+ 0.07%
$566.21 - $672.99 $3.4K - $4.04K
8.62K $5.8B
BX
Blackstone Inc.

Financial Services
6.5K
+ 275.42%
$136.53 - $186.74 $887K - $1.21M
8.86K $1.24B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.9K
+ 11.76%
$50.39 - $50.66 $753K - $757K
142K $7.18B
QCOM
Qualcomm Inc

Technology
4.82K
+ 13.6%
$151.94 - $175.86 $732K - $847K
40.2K $6.18B
AZO
Autozone Inc

Consumer Cyclical
9
+ 0.79%
$3193.96 - $3828.11 $28.7K - $34.5K
1.15K $4.37B
UNH
Unitedhealth Group Inc

Healthcare
570
+ 2.48%
$461.52 - $548.18 $263K - $312K
23.5K $12.3B
VZ
Verizon Communications Inc

Communication Services
503
+ 0.43%
$37.81 - $46.49 $19K - $23.4K
118K $5.34B
DHR
Danaher Corp

Healthcare
3.65K
+ 73.7%
$201.62 - $250.59 $736K - $915K
8.61K $1.76B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.16K
+ 6.0%
$69.81 - $78.9 $221K - $250K
55.9K $4.35B
UBER
Uber Technologies, Inc

Technology
2.86K
+ 9.16%
$63.17 - $81.49 $181K - $233K
34.1K $2.48B
T
At&T Inc.

Communication Services
13.7K
+ 36.65%
$21.56 - $28.28 $295K - $386K
50.9K $1.44B
GE
General Electric CO

Industrials
273
+ 2.32%
$168.59 - $212.13 $46K - $57.9K
12K $2.41B
VHT
Vanguard Health Care ETF

ETFs
955
+ 6.46%
$254.06 - $273.83 $243K - $262K
15.7K $4.16B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
4.92K
+ 4.73%
N/A
109K $3.89B
MCD
Mcdonalds Corp

Consumer Cyclical
122
+ 0.82%
$279.74 - $321.29 $34.1K - $39.2K
14.9K $4.67B
DG
Dollar General Corp

Consumer Defensive
673
+ 2.63%
$68.44 - $87.93 $46.1K - $59.2K
26.3K $2.31B
MU
Micron Technology Inc

Technology
4K
+ 55.29%
$86.89 - $109.38 $348K - $438K
11.2K $976M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.2K
+ 1.66%
$19.42 - $19.54 $315K - $317K
992K $19.3B
VDE
Vanguard Energy ETF

ETFs
644
+ 2.1%
$119.14 - $132.76 $76.7K - $85.5K
31.2K $4.05B
COST
Costco Wholesale Corp

Consumer Defensive
98
+ 1.2%
$890.62 - $1076.86 $87.3K - $106K
8.28K $7.83B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.78K
+ 5.58%
$31.09 - $34.34 $180K - $198K
109K $3.63B
HCA
Hca Healthcare, Inc.

Healthcare
800
+ 2162.16%
$296.7 - $345.55 $237K - $276K
837 $289M
VLO
Valero Energy Corp

Energy
1.11K
+ 8.46%
$121.76 - $142.99 $135K - $159K
14.2K $1.88B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.52K
+ 6.46%
$67.08 - $76.14 $102K - $116K
25K $1.85B
Simplify Mbs ETF
4.6K
+ 13.42%
N/A
38.9K $1.95B
PEP
Pepsico Inc

Consumer Defensive
1.92K
+ 9.53%
$142.64 - $156.42 $274K - $300K
22.1K $3.31B
SCHW
Schwab Charles Corp

Financial Services
1.51K
+ 5.39%
$71.24 - $83.64 $108K - $126K
29.5K $2.31B
IBM
International Business Machines Corp

Technology
27
+ 0.34%
$217.4 - $264.74 $5.87K - $7.15K
8.01K $1.99B
SHW
Sherwin Williams CO

Basic Materials
219
+ 1.29%
$330.16 - $365.55 $72.3K - $80.1K
17.2K $5.99B
KMB
Kimberly Clark Corp

Consumer Defensive
260
+ 1.49%
$124.46 - $147.4 $32.4K - $38.3K
17.7K $2.52B
MA
Mastercard Inc

Financial Services
43
+ 0.47%
$504.67 - $576.31 $21.7K - $24.8K
9.27K $5.08B
CPK
Chesapeake Utilities Corp

Utilities
365
+ 1.51%
$116.55 - $130.37 $42.5K - $47.6K
24.6K $3.16B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
209
+ 14.86%
$402.49 - $513.76 $84.1K - $107K
1.62K $783M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
275
+ 0.26%
$58.32 - $65.09 $16K - $17.9K
107K $6.43B
ADP
Automatic Data Processing Inc

Industrials
46
+ 0.3%
$286.85 - $318.64 $13.2K - $14.7K
15.4K $4.71B
SJM
J M Smucker CO

Consumer Defensive
607
+ 3.69%
$100.41 - $118.41 $60.9K - $71.9K
17K $2.02B
ICE
Intercontinental Exchange, Inc.

Financial Services
32
+ 0.38%
$142.8 - $176.36 $4.57K - $5.64K
8.38K $1.45B
PG
Procter & Gamble CO

Consumer Defensive
22
+ 0.03%
$158.56 - $176.26 $3.49K - $3.88K
65.1K $11.1B
VDC
Vanguard Consumer Staples ETF

ETFs
404
+ 4.03%
$206.54 - $226.16 $83.4K - $91.4K
10.4K $2.28B
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 1.56%
$1739.0 - $2260.0 $15.7K - $20.3K
587 $1.15B
GD
General Dynamics Corp

Industrials
450
+ 11.36%
$241.94 - $272.58 $109K - $123K
4.41K $1.2B
Activity Summary
Buys All Purchases 254 New Holdings 39 Increased Positions 215 Sells All Sells 182 Reductions 181 Sold out 1 Options Calls 0 Puts 0
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