Anchor Investment Management, LLC Incresed Positions in Q2 2025

Anchor Investment Management, LLC

  • $1.14 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
202
+ 4.64%
$438.31 - $527.29 $88.5K - $107K
4.55K $2.4B
TROW
Price T Rowe Group Inc

Financial Services
624
+ 2.24%
$80.27 - $98.06 $50.1K - $61.2K
28.5K $2.75B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 221.26%
$96.84 - $99.46 $183K - $188K
2.75K $273M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.64K
+ 19.49%
$55.54 - $69.09 $91.1K - $113K
10.1K $695M
Simplify Mbs ETF
3.32K
+ 8.55%
N/A
42.2K $2.11B
VEU
Vanguard Ftse All World Ex Us

ETFs
438
+ 2.22%
$54.19 - $67.22 $23.7K - $29.4K
20.1K $1.35B
IMKTA
Ingles Markets Inc

Consumer Defensive
2.35K
+ 127.03%
$59.82 - $65.64 $141K - $154K
4.2K $266M
VIG
Vanguard Dividend Appreciation

ETFs
28
+ 0.22%
N/A
12.8K $2.62B
Source Capital Com Shs Of Ben I
1.93K
+ 6.37%
N/A
32.3K $1.4B
VDE
Vanguard Energy ETF

ETFs
3.91K
+ 12.5%
$105.87 - $130.56 $414K - $510K
35.2K $4.19B
VDC
Vanguard Consumer Staples ETF

ETFs
571
+ 5.48%
$204.89 - $224.73 $117K - $128K
11K $2.41B
GD
General Dynamics Corp

Industrials
145
+ 3.29%
$247.68 - $291.66 $35.9K - $42.3K
4.56K $1.33B
BSX
Boston Scientific Corp

Healthcare
669
+ 8.75%
$89.7 - $107.41 $60K - $71.9K
8.31K $893M
MKL
Markel Corp

Financial Services
49
+ 28.32%
$1678.5 - $1997.36 $82.2K - $97.9K
222 $443M
NEE
Nextera Energy Inc

Utilities
2.65K
+ 5.12%
$64.11 - $75.0 $170K - $199K
54.4K $3.77B
T
At&T Inc.

Communication Services
2.45K
+ 4.8%
$26.33 - $28.94 $64.4K - $70.8K
53.4K $1.55B
COF
Capital One Financial Corp

Financial Services
378
+ 57.89%
$150.57 - $212.76 $56.9K - $80.4K
1.03K $219M
DGRO
Ishares Core Dividend Growth E

ETFs
723
+ 2.85%
$55.22 - $63.94 $39.9K - $46.2K
26.1K $1.67B
VOT
Vanguard Mid Cap Growth Index

ETFs
69
+ 3.51%
$216.28 - $284.39 $14.9K - $19.6K
2.04K $579M
VNQ
Vanguard Specialized Funds Van

ETFs
1.62K
+ 5.1%
$79.79 - $91.42 $129K - $148K
33.3K $2.97B
IVV
Ishares Core S&P 500 ETF

ETFs
121
+ 32.97%
$498.8 - $620.9 $60.4K - $75.1K
488 $303M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
2.32K
+ 3.42%
$20.46 - $21.89 $47.5K - $50.8K
70.3K $1.54B
KMI
Kinder Morgan, Inc.

Energy
2.14K
+ 5.79%
$25.21 - $29.4 $53.9K - $62.9K
39.1K $1.15B
MCO
Moodys Corp

Financial Services
6
+ 0.24%
$396.7 - $501.59 $2.38K - $3.01K
2.54K $1.27B
TQQQ
Proshares Ultrapro Qqq

ETFs
750
+ 75.0%
$38.9 - $83.0 $29.2K - $62.3K
1.75K $145M
IEFA
Ishares Tr

ETFs
616
+ 17.38%
$67.83 - $84.09 $41.8K - $51.8K
4.16K $347M
BP
Bp PLC

Energy
3.07K
+ 60.69%
$26.11 - $33.81 $80.2K - $104K
8.13K $243M
SLB
Schlumberger Limited

Energy
2.45K
+ 153.13%
$31.95 - $42.2 $78.3K - $103K
4.05K $137M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.7K
+ 96.99%
$18.28 - $18.7 $67.6K - $69.2K
7.52K $141M
CAH
Cardinal Health Inc

Healthcare
1
+ 0.04%
$125.0 - $168.0 $125 - $168
2.25K $378M
ECL
Ecolab Inc.

Basic Materials
15
+ 0.4%
$225.65 - $270.95 $3.38K - $4.06K
3.78K $1.02B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
900
+ 4.97%
$19.1 - $23.83 $17.2K - $21.4K
19K $453M
CRM
Salesforce, Inc.

Technology
157
+ 4.04%
$236.26 - $291.15 $37.1K - $45.7K
4.04K $1.1B
VBK
Vanguard Small Cap Growth ETF

ETFs
33
+ 1.67%
$219.76 - $276.94 $7.25K - $9.14K
2.01K $555M
VPU
Vanguard Utilities ETF

ETFs
135
+ 2.33%
$158.36 - $178.82 $21.4K - $24.1K
5.93K $1.05B
SO
Southern CO

Utilities
701
+ 0.93%
$84.91 - $92.56 $59.5K - $64.9K
75.7K $6.95B
CTRE
Care Trust Reit, Inc.

Real Estate
1.44K
+ 26.01%
$26.65 - $30.69 $38.4K - $44.2K
6.98K $214M
QLD
Proshares Ultra Qqq

ETFs
53
+ 3.14%
$69.34 - $117.71 $3.68K - $6.24K
1.74K $205M
XLF
Financial Sector Spdr

ETFs
300
+ 2.02%
$43.92 - $52.37 $13.2K - $15.7K
15.1K $792M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
48
+ 0.46%
$114.78 - $133.31 $5.51K - $6.4K
10.5K $1.39B
HD
Home Depot, Inc.

Consumer Cyclical
132
+ 0.66%
$335.24 - $380.78 $44.3K - $50.3K
20.2K $7.4B
XLK
Technology Sector Spdr

ETFs
106
+ 20.42%
$179.73 - $253.23 $19.1K - $26.8K
625 $158M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.03%
$166.82 - $194.23 $334 - $388
7.59K $1.47B
IWM
Ishares Russell 2000 ETF

ETFs
157
+ 21.13%
$174.82 - $215.79 $27.4K - $33.9K
900 $194M
ICLN
Ishares

ETFs
3K
+ 100.0%
$10.56 - $13.31 $31.7K - $39.9K
6K $78.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
299
+ 86.17%
$97.68 - $121.38 $29.2K - $36.3K
646 $78.4M
PWR
Quanta Services, Inc.

Industrials
87
+ 290.0%
$239.47 - $381.26 $20.8K - $33.2K
117 $44.2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.91K
+ 300.0%
$50.53 - $212.53 $96.7K - $407K
2.55K $141M
OHI
Omega Healthcare Investors Inc

Real Estate
1.14K
+ 23.09%
$35.55 - $39.05 $40.5K - $44.4K
6.07K $222M
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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