Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $972 Billion
  • Q2 2024

Anchor Investment Management, LLC has filed its 13F form on September 20, 2024 for Q2 2024 where it was disclosed a total value porftolio of $972 Billion distributed in 1006 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.4B, Visa Inc. with a value of $26.6B, Apple Inc. with a value of $26.4B, Schwab Strategic Tr Us Large C with a value of $22.3B, and Invesco Qqq Trust, Series 1 with a value of $20.2B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $954B to 972B.

Anchor Investment Management, LLC is based out at Columbia, SC

Below you can find more details about Anchor Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $972 Billion
ETFs: $253 Billion
Technology: $152 Billion
Financial Services: $117 Billion
Healthcare: $116 Billion
Industrials: $75.9 Billion
Consumer Defensive: $63.7 Billion
Communication Services: $62.4 Billion
Consumer Cyclical: $56.2 Billion
Other: $66.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.3 Billion 2.3% of portfolio
347,429
Q2 2024 Added 12.92%
$0
$20.2 Billion 2.08% of portfolio
42,196
Q2 2024 Added 1.9%
$0
$18.7 Billion 1.93% of portfolio
915,859
Q2 2024 Added 6.99%
$0
$16.9 Billion 1.74% of portfolio
883,682
Q2 2024 Added 8.47%
$0
$16.3 Billion 1.68% of portfolio
847,364
Q2 2024 Added 10.97%
$0
$16.1 Billion 1.65% of portfolio
27,872
Q2 2024 Added 27.55%
$0
$6.29 Billion 0.65% of portfolio
81,442
Q2 2024 Added 5.54%
$0
$5.72 Billion 0.59% of portfolio
102,028
Q2 2024 Added 4.78%
$0
$5.65 Billion 0.58% of portfolio
111,986
Q2 2024 Added 8.29%
$0
$5.51 Billion 0.57% of portfolio
27,936
Q2 2024 Added 2.08%
$0
$5.38 Billion 0.55% of portfolio
69,087
Q2 2024 Reduced 36.17%
$0
$4.92 Billion 0.51% of portfolio
9,836
Q2 2024 Added 3.16%
$0
$4.02 Billion 0.41% of portfolio
16,312
Q2 2024 Reduced 1.56%
$0
$3.93 Billion 0.4% of portfolio
82,926
Q2 2024 Added 27.96%
$0
$3.78 Billion 0.39% of portfolio
14,212
Q2 2024 Reduced 6.15%
$0
$3.71 Billion 0.38% of portfolio
13,851
Q2 2024 Added 12.47%
$0
$3.57 Billion 0.37% of portfolio
51,526
Q2 2024 Added 8.93%
$0
$3.43 Billion 0.35% of portfolio
26,920
Q2 2024 Reduced 11.26%
$0
$3.33 Billion 0.34% of portfolio
98,968
Q2 2024 Added 9.3%
$0
$3.3 Billion 0.34% of portfolio
100,989
Q2 2024 Added 13.27%
$0
$3.32 Billion 0.34% of portfolio
33,282
Q2 2024 Reduced 2.58%
$0
$3.14 Billion 0.32% of portfolio
10,062
Q2 2024 Reduced 8.31%
$0
$2.87 Billion 0.3% of portfolio
5,280
Q2 2024 Added 1.83%
$0
$2.96 Billion 0.3% of portfolio
38,089
Q2 2024 Added 4.41%
$0
$2.95 Billion 0.3% of portfolio
17,178
Q2 2024 Added 0.08%
$0
$2.38 Billion 0.24% of portfolio
28,411
Q2 2024 Added 11.37%
$0
$2.36 Billion 0.24% of portfolio
10,028
Q2 2024 Reduced 24.62%
$0
$2.26 Billion 0.23% of portfolio
16,368
Q2 2024 Added 1,268.56%
$0
$2.07 Billion 0.21% of portfolio
77,753
Q2 2024 Reduced 4.03%
$0
$1.93 Billion 0.2% of portfolio
7,991
Q2 2024 Reduced 7.19%
$0
$1.89 Billion 0.19% of portfolio
9,309
Q2 2024 Added 11.33%
$0
$1.74 Billion 0.18% of portfolio
10,835
Q2 2024 Reduced 9.61%
$0
$1.63 Billion 0.17% of portfolio
4,368
Q2 2024 Added 15.13%
$0
$1.53 Billion 0.16% of portfolio
22,298
Q2 2024 Added 4.21%
$0
$1.57 Billion 0.16% of portfolio
7,181
Q2 2024 Reduced 0.92%
$0
$1.5 Billion 0.15% of portfolio
8,614
Q2 2024 Reduced 1.07%
$0
$1.35 Billion 0.14% of portfolio
26,028
Q2 2024 Reduced 12.35%
$0
$1.35 Billion 0.14% of portfolio
11,398
Q2 2024 Added 1.98%
$0
$1.2 Billion 0.12% of portfolio
31,128
Q2 2024 Added 1.57%
$0
$1.15 Billion 0.12% of portfolio
19,542
Q2 2024 Added 10.03%
$0
$1.07 Billion 0.11% of portfolio
9,840
Q2 2024 Added 6.89%
$0
$904 Million 0.09% of portfolio
15,440
Q2 2024 Reduced 14.15%
$0
$751 Million 0.08% of portfolio
8,085
Q2 2024 Reduced 0.33%
$0
$818 Million 0.08% of portfolio
9,450
Q2 2024 Reduced 14.05%
$0
$762 Million 0.08% of portfolio
5,149
Q2 2024 Added 31.15%
$0
$782 Million 0.08% of portfolio
9,625
Q2 2024 Reduced 0.12%
$0
$762 Million 0.08% of portfolio
11,907
Q2 2024 Added 5.6%
$0
$694 Million 0.07% of portfolio
1,904
Q1 2024 Added 3.31%
$0
$700 Million 0.07% of portfolio
6,950
Q2 2024 Reduced 6.71%

Summary

  • Portfolio
  • No. of Stocks 1,006
  • Current Value $972 Billion
  • Prior Value $954 Billion
  • Filing
  • Period Q2 2024
  • Filing Date September 20, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 50 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 240 stocks
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