Anchor Investment Management, LLC Reduced Holdings in Q1 2025

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-976K
- 99.96%
$20.64 - $20.73 $20.1M - $20.2M
418 $8.64M
FCNCA
First Citizens Bancshares Inc

Financial Services
-92
- 1.08%
$1728.36 - $2231.14 $159K - $205K
8.45K $15.7B
AVGO
Broadcom Inc.

Technology
-1.24K
- 5.68%
$167.43 - $244.7 $208K - $303K
20.6K $3.45B
FDX
Fedex Corp

Industrials
-779
- 2.74%
$230.33 - $281.53 $179K - $219K
27.6K $6.73B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.65K
- 3.91%
$192.82 - $222.1 $317K - $365K
40.4K $7.8B
TDG
Trans Digm Group Inc

Industrials
-783
- 94.68%
$1251.32 - $1394.11 $980K - $1.09M
44 $60.9M
CAT
Caterpillar Inc

Industrials
-980
- 7.07%
$326.75 - $407.63 $320K - $399K
12.9K $4.25B
UPS
United Parcel Service Inc

Industrials
-930
- 2.26%
$109.66 - $136.26 $102K - $127K
40.2K $4.42B
MRK
Merck & Co., Inc.

Healthcare
-654
- 0.93%
$83.01 - $101.02 $54.3K - $66.1K
70K $6.28B
LOW
Lowes Companies Inc

Consumer Cyclical
-171
- 0.37%
$222.66 - $268.42 $38.1K - $45.9K
45.5K $10.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.9K
- 20.62%
$102.49 - $119.96 $297K - $348K
11.2K $1.17B
EMR
Emerson Electric CO

Industrials
-33
- 0.11%
$108.64 - $131.17 $3.59K - $4.33K
30.6K $3.36B
META
Meta Platforms, Inc.

Communication Services
-229
- 1.15%
$576.36 - $736.67 $132K - $169K
19.8K $11.4B
PFE
Pfizer Inc

Healthcare
-5.35K
- 3.86%
$25.01 - $27.13 $134K - $145K
133K $3.37B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-225
- 2.87%
$165.25 - $224.62 $37.2K - $50.5K
7.61K $1.26B
TFC
Truist Financial Corp

Financial Services
-2.64K
- 3.47%
$39.48 - $48.15 $104K - $127K
73.4K $3.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-37
- 0.36%
$507.05 - $563.67 $18.8K - $20.9K
10.3K $5.28B
CSX
Csx Corp

Industrials
-122
- 0.14%
$29.11 - $33.67 $3.55K - $4.11K
87.8K $2.58B
CLX
Clorox CO

Consumer Defensive
-633
- 6.03%
$141.76 - $162.89 $89.7K - $103K
9.86K $1.45B
AMGN
Amgen Inc

Healthcare
-1.84K
- 28.36%
$258.59 - $327.36 $475K - $601K
4.64K $1.45B
AMAT
Applied Materials Inc

Technology
-75
- 0.58%
$145.06 - $195.51 $10.9K - $14.7K
12.8K $1.86B
NEE
Nextera Energy Inc

Utilities
-2.64K
- 4.86%
$66.96 - $76.16 $177K - $201K
51.7K $3.67B
IGRO
Ishares Tr International Divid

ETFs
-5K
- 16.52%
$66.91 - $73.87 $335K - $369K
25.3K $1.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 0.17%
$551.42 - $612.93 $7.72K - $8.58K
8.09K $4.52B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.3K
- 13.29%
$54.25 - $57.64 $179K - $190K
21.5K $1.19B
CNP
Centerpoint Energy Inc

Utilities
-6.2K
- 82.12%
$30.87 - $36.25 $191K - $225K
1.35K $48.9M
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.1K
- 67.74%
$57.3 - $90.39 $120K - $190K
1K $57.3M
SON
Sonoco Products CO

Consumer Cyclical
-1.96K
- 4.49%
$44.71 - $49.22 $87.5K - $96.3K
41.6K $1.96B
VB
Vanguard Small Cap ETF

ETFs
-26
- 0.37%
$217.89 - $252.64 $5.67K - $6.57K
7.05K $1.56B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.42K
- 4.07%
$77.7 - $78.94 $188K - $191K
57K $4.5B
CMCSA
Comcast Corp

Communication Services
-2.06K
- 3.14%
$33.19 - $38.23 $68.5K - $78.9K
63.6K $2.35B
TTD
Trade Desk, Inc.

Technology
-830
- 81.37%
$53.59 - $126.58 $44.5K - $105K
190 $10.4M
QLD
Proshares Ultra Qqq

ETFs
-625
- 27.03%
$88.88 - $119.12 $55.6K - $74.5K
1.69K $150M
STZ
Constellation Brands, Inc.

Consumer Defensive
-12
- 0.49%
$161.05 - $222.93 $1.93K - $2.68K
2.44K $448M
SWKS
Skyworks Solutions, Inc.

Technology
-35
- 1.01%
$64.12 - $93.96 $2.24K - $3.29K
3.44K $222M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-390
- 4.2%
N/A
8.89K $783M
SPGI
S&P Global Inc.

Financial Services
-237
- 5.17%
$478.26 - $543.77 $113K - $129K
4.35K $2.21B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-329
- 6.55%
$81.1 - $94.7 $26.7K - $31.2K
4.69K $381M
Blackrock Inc Com
-10
- 1.28%
N/A
769 $728M
ASML
Asml Holding Nv

Technology
-27
- 1.68%
$662.63 - $776.99 $17.9K - $21K
1.58K $1.05B
BMY
Bristol Myers Squibb CO

Healthcare
-2.06K
- 14.19%
$53.9 - $63.11 $111K - $130K
12.4K $758M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-400
- 3.96%
$40.03 - $46.81 $16K - $18.7K
9.71K $396M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.25K
- 11.14%
$98.98 - $113.18 $124K - $141K
9.97K $1.13B
CCAP
Crescent Capital Bdc, Inc.

Financial Services
-1.07K
- 5.95%
$16.82 - $20.0 $18K - $21.4K
16.9K $289M
IFF
International Flavors & Fragrances Inc

Basic Materials
-175
- 3.02%
$76.48 - $87.72 $13.4K - $15.4K
5.61K $436M
VBR
Vanguard Small Cap Value ETF

ETFs
-34
- 0.87%
$183.02 - $207.75 $6.22K - $7.06K
3.87K $721M
VO
Vanguard Mid Cap ETF

ETFs
-37
- 0.48%
$251.87 - $277.95 $9.32K - $10.3K
7.61K $1.97B
CPRT
Copart Inc

Consumer Cyclical
-600
- 2.93%
$52.3 - $59.83 $31.4K - $35.9K
19.9K $1.13B
Everus Constr Group Com
-100
- 6.67%
N/A
1.4K $51.9M
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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