Anchor Investment Management, LLC Reduced Holdings in Q4 2024

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-338
- 1.45%
$485.52 - $625.25 $164K - $211K
23K $11.6B
XOM
Exxon Mobil Corp

Energy
-6.61K
- 6.12%
$105.51 - $125.37 $697K - $828K
101K $10.9B
MRK
Merck & Co., Inc.

Healthcare
-4.43K
- 5.9%
$96.31 - $114.76 $427K - $509K
70.6K $7.03B
MDT
Medtronic PLC

Healthcare
-634
- 0.59%
$79.61 - $92.24 $50.5K - $58.5K
107K $8.54B
PEP
Pepsico Inc

Consumer Defensive
-3.84K
- 16.03%
$151.29 - $176.1 $582K - $677K
20.1K $3.06B
ACN
Accenture PLC

Technology
-2.67K
- 43.46%
$343.9 - $376.86 $917K - $1M
3.47K $1.22B
CVX
Chevron Corp

Energy
-5.56K
- 11.99%
$141.15 - $162.53 $784K - $903K
40.8K $5.91B
ADM
Archer Daniels Midland CO

Consumer Defensive
-6.69K
- 13.51%
$49.38 - $59.52 $330K - $398K
42.8K $2.16B
SHW
Sherwin Williams CO

Basic Materials
-67
- 0.39%
$338.75 - $399.71 $22.7K - $26.8K
16.9K $5.76B
CMCSA
Comcast Corp

Communication Services
-9.96K
- 13.17%
$37.39 - $45.14 $373K - $450K
65.7K $2.47B
KMB
Kimberly Clark Corp

Consumer Defensive
-3.21K
- 15.52%
$130.37 - $146.09 $418K - $469K
17.5K $2.29B
UBER
Uber Technologies, Inc

Technology
-2.52K
- 7.47%
$59.93 - $86.34 $151K - $218K
31.2K $1.88B
VZ
Verizon Communications Inc

Communication Services
-1.65K
- 1.38%
$39.6 - $45.21 $65.1K - $74.4K
117K $4.68B
ORCL
Oracle Corp

Technology
-2.86K
- 6.78%
$165.41 - $192.43 $473K - $550K
39.4K $6.56B
UPS
United Parcel Service Inc

Industrials
-1.51K
- 3.54%
$122.65 - $138.35 $185K - $209K
41.1K $5.18B
DUK
Duke Energy Corp

Utilities
-1
- -0.0%
$105.76 - $120.76 $106 - $121
81.3K $8.75B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-705
- 1.78%
$59.25 - $72.99 $41.8K - $51.5K
38.9K $2.33B
DHR
Danaher Corp

Healthcare
-1.08K
- 17.95%
$226.16 - $274.52 $245K - $298K
4.96K $1.14B
AMAT
Applied Materials Inc

Technology
-33
- 0.25%
$161.44 - $213.89 $5.33K - $7.06K
12.9K $2.1B
SJM
J M Smucker CO

Consumer Defensive
-2.76K
- 14.37%
$106.92 - $121.75 $295K - $336K
16.4K $1.81B
GD
General Dynamics Corp

Industrials
-1.07K
- 21.29%
$260.28 - $314.03 $279K - $337K
3.96K $1.04B
Gsk PLC Sponsored Adr
-3.66K
- 8.11%
N/A
41.5K $1.4B
PFE
Pfizer Inc

Healthcare
-3.67K
- 2.58%
$24.8 - $30.19 $91.1K - $111K
138K $3.67B
UL
Unilever PLC

Consumer Defensive
-1.54K
- 3.64%
$56.7 - $64.64 $87.4K - $99.7K
40.9K $2.32B
INTC
Intel Corp

Technology
-10.8K
- 20.44%
$19.07 - $26.23 $206K - $283K
42K $843M
CVS
Cvs Health Corp

Healthcare
-2.25K
- 15.87%
$43.78 - $67.46 $98.3K - $151K
11.9K $534M
MELI
Mercadolibre Inc

Consumer Cyclical
-51
- 8.11%
$1666.0 - $2117.3 $85K - $108K
578 $983M
SCHW
Schwab Charles Corp

Financial Services
-8.25K
- 22.77%
$63.31 - $82.85 $522K - $684K
28K $2.07B
CSX
Csx Corp

Industrials
-2.05K
- 2.27%
$31.58 - $36.88 $64.6K - $75.4K
87.9K $2.84B
VTI
Vanguard Total Stock Market Et

ETFs
-1.21K
- 9.66%
$280.04 - $302.45 $340K - $367K
11.3K $3.29B
PHM
Pultegroup Inc

Consumer Cyclical
-400
- 6.28%
$108.86 - $149.04 $43.5K - $59.6K
5.97K $651M
TDG
Trans Digm Group Inc

Industrials
-90
- 9.81%
$1239.0 - $1442.53 $112K - $130K
827 $1.05B
SBUX
Starbucks Corp

Consumer Cyclical
-2K
- 16.15%
$87.44 - $102.5 $175K - $205K
10.4K $946M
SON
Sonoco Products CO

Consumer Cyclical
-126
- 0.29%
$48.6 - $54.89 $6.12K - $6.92K
43.6K $2.13B
MCO
Moodys Corp

Financial Services
-520
- 17.04%
$454.04 - $500.88 $236K - $260K
2.53K $1.2B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.36K
- 1.83%
$26.63 - $30.23 $36.1K - $41K
72.6K $1.93B
WM
Waste Management Inc

Industrials
-170
- 0.57%
$201.79 - $228.46 $34.3K - $38.8K
29.9K $6.03B
NSC
Norfolk Southern Corp

Industrials
-48
- 0.34%
$230.6 - $277.0 $11.1K - $13.3K
14.2K $3.34B
HUM
Humana Inc

Healthcare
-110
- 4.41%
$233.89 - $304.18 $25.7K - $33.5K
2.38K $604M
AFL
Aflac Inc

Financial Services
-100
- 0.49%
$100.37 - $115.27 $10K - $11.5K
20.3K $2.1B
CL
Colgate Palmolive CO

Consumer Defensive
-150
- 1.24%
$90.22 - $102.31 $13.5K - $15.3K
12K $1.09B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-177
- 11.18%
$396.64 - $516.74 $70.2K - $91.5K
1.41K $566M
WY
Weyerhaeuser CO

Real Estate
-419
- 1.57%
$27.21 - $33.7 $11.4K - $14.1K
26.2K $739M
VEU
Vanguard Ftse All World Ex Us

ETFs
-765
- 3.89%
$57.29 - $63.1 $43.8K - $48.3K
18.9K $1.09B
PM
Philip Morris International Inc.

Consumer Defensive
-790
- 1.72%
$118.38 - $133.06 $93.5K - $105K
45.2K $5.45B
MU
Micron Technology Inc

Technology
-13
- 0.18%
$84.16 - $113.41 $1.09K - $1.47K
7.24K $609M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-353
- 2.4%
$99.2 - $108.47 $35K - $38.3K
14.4K $1.43B
AEP
American Electric Power CO Inc

Utilities
-922
- 17.88%
$90.91 - $102.21 $83.8K - $94.2K
4.24K $391M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-925
- 7.61%
$101.77 - $113.02 $94.1K - $105K
11.2K $1.19B
Activity Summary
Buys All Purchases 243 New Holdings 34 Increased Positions 209 Sells All Sells 248 Reductions 248 Sold out 0 Options Calls 0 Puts 0
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