Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025

Anchor Investment Management, LLC has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1041 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.4B, Visa Inc. with a value of $37.5B, Apple Inc. with a value of $30.1B, Schwab Strategic Tr Us Large C with a value of $25B, and Invesco Et Self Idxd Fd Tr Bul with a value of $20.5B.

Examining the 13F form we can see an increase of $488M in the current position value, from $1.07T to 1.07T. Also it can be appreciated an additional of 39 stocks purchases and 1 closed positions.

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 $1.07 Trillion
ETFs: $285 Billion
Technology: $149 Billion
Financial Services: $146 Billion
Healthcare: $120 Billion
Industrials: $87.8 Billion
Consumer Defensive: $70 Billion
Consumer Cyclical: $63.6 Billion
Communication Services: $62.3 Billion
Other: $74.5 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.44 Billion 0.13% of portfolio
67,945
Q1 2025 Added 0.02%
$0
$353 Million 0.03% of portfolio
37,869
Q1 2025 Reduced 11.66%
$0
$172 Million 0.02% of portfolio
9,400
Q1 2025 Added 44.62%
$0
$137 Million 0.01% of portfolio
6,161
Q1 2016 Reduced 80.52%
$0
$70 Million 0.01% of portfolio
5,981
Q1 2016 Reduced 15.85%
$0
$61.3 Million 0.01% of portfolio
2,000
Q4 2024 New
$0
$85.1 Million 0.01% of portfolio
10,687
Q1 2025 Added 0.27%
$0
$10.2 Million 0.0% of portfolio
1,000
Q4 2023 New
$0
$11.5 Million 0.0% of portfolio
900
Q4 2023 New
$0
$52.4 Million 0.0% of portfolio
2,500
Q4 2024 New
$0
$5.05 Million 0.0% of portfolio
422
Q4 2023 New
$0
$31 Million 0.0% of portfolio
1,863
Q4 2024 Reduced 11.83%
$0
$19.5 Million 0.0% of portfolio
1,800
Q4 2018 Reduced 16.67%
$0
$2.38 Million 0.0% of portfolio
110
Q1 2025 New
$0
$1.95 Million 0.0% of portfolio
100
Q2 2024 Reduced 33.33%
$0
$3.8 Million 0.0% of portfolio
434
Q1 2025 Added 0.46%
$0
$51 Million 0.0% of portfolio
3,945
Q1 2025 Added 0.25%
$0
$30.7 Million 0.0% of portfolio
1,683
Q1 2016 Sold Out
$0
$8.69 Million 0.0% of portfolio
740
Q4 2023 New
$0
$36 Million 0.0% of portfolio
3,275
Q4 2018 Added 19.08%
$0
$10 Million 0.0% of portfolio
1,000
Q4 2023 New
$0
$49.5 Million 0.0% of portfolio
4,000
Q1 2017 Reduced 24.99%
$0
$25.3 Million 0.0% of portfolio
1,375
Q1 2016 Reduced 72.73%
$0
$1.65 Million 0.0% of portfolio
164
Q4 2024 New
$0
$51.9 Million 0.0% of portfolio
1,595
Q1 2025 Added 1.72%
$0
$4.75 Million 0.0% of portfolio
200
Q2 2024 New
$0
$7.82 Million 0.0% of portfolio
740
Q4 2023 New
$0
$31.9 Million 0.0% of portfolio
3,226
Q2 2024 Added 44.92%
$0
$26.7 Million 0.0% of portfolio
5,000
Q4 2024 New
$0
$10.8 Million 0.0% of portfolio
4,000
Q1 2017 Added 50.0%

Summary

  • Portfolio
  • No. of Stocks 1,041
  • Current Value $1.07 Trillion
  • Prior Value $1.07 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 215 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 181 stocks
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