Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q4 2024

Anchor Investment Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1024 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.5B, Visa Inc. with a value of $32.5B, Apple Inc. with a value of $32.5B, Schwab Strategic Tr Us Large C with a value of $26B, and Invesco Qqq Trust, Series 1 with a value of $21B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $1.06T to 1.07T.

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: $290 Billion
Technology: $158 Billion
Financial Services: $142 Billion
Healthcare: $113 Billion
Industrials: $88.2 Billion
Communication Services: $68 Billion
Consumer Cyclical: $66.8 Billion
Consumer Defensive: $65.5 Billion
Other: $68.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$171B
$5.44 Billion 0.51% of portfolio
35,431
Q4 2024 Added 2.11%
$262B
$5.45 Billion 0.51% of portfolio
45,247
Q4 2024 Reduced 1.72%
$73.2B
$5.18 Billion 0.48% of portfolio
41,103
Q4 2024 Reduced 3.54%
$94.2B
$5.06 Billion 0.47% of portfolio
21,832
Q4 2024 Reduced 8.3%
$91B
$5.07 Billion 0.47% of portfolio
119,576
Q4 2024 Reduced 2.79%
$185B
$5.02 Billion 0.47% of portfolio
13,852
Q4 2024 Added 4.02%
$102B
$4.91 Billion 0.46% of portfolio
8,611
Q4 2024 Reduced 0.66%
$205B
$4.92 Billion 0.46% of portfolio
44,147
Q4 2024 Added 6.47%
$555B
$4.86 Billion 0.45% of portfolio
9,224
Q4 2024 Reduced 1.29%
$0
$4.75 Billion 0.44% of portfolio
8,101
Q4 2024 Added 1.26%
$183B
$4.68 Billion 0.44% of portfolio
117,132
Q4 2024 Reduced 1.38%
$40.3B
$4.6 Billion 0.43% of portfolio
96,794
Q4 2024 Reduced 3.2%
$0
$4.63 Billion 0.43% of portfolio
59,409
Q4 2024 Added 1.44%
$131B
$4.49 Billion 0.42% of portfolio
15,354
Q4 2024 Reduced 0.2%
$234B
$4.3 Billion 0.4% of portfolio
14,818
Q4 2024 Added 5.22%
$0
$4.18 Billion 0.39% of portfolio
161,548
Q4 2024 Added 95.96%
$80.9B
$4 Billion 0.37% of portfolio
42,337
Q4 2024 Reduced 7.89%
$146B
$3.9 Billion 0.36% of portfolio
54,362
Q4 2024 Added 4.19%
$0
$3.9 Billion 0.36% of portfolio
33,001
Q4 2024 Reduced 2.63%
$0
$3.88 Billion 0.36% of portfolio
17,991
Q4 2024 Added 4.4%
$0
$3.85 Billion 0.36% of portfolio
10,246
Q4 2024 Added 0.51%
$0
$3.71 Billion 0.35% of portfolio
30,603
Q4 2024 Added 5.36%
$71.1B
$3.8 Billion 0.35% of portfolio
30,657
Q4 2024 Added 0.1%
$0
$3.75 Billion 0.35% of portfolio
14,775
Q4 2024 Added 2.4%
$0
$3.73 Billion 0.35% of portfolio
52,716
Q4 2024 Added 5.26%
$16.2B
$3.61 Billion 0.34% of portfolio
49,403
Q1 2016 Reduced 1.2%
$127B
$3.67 Billion 0.34% of portfolio
138,464
Q4 2024 Reduced 2.58%
$71.3B
$3.64 Billion 0.34% of portfolio
1,138
Q4 2024 Added 3.45%
$148B
$3.55 Billion 0.33% of portfolio
9,861
Q4 2024 Reduced 1.05%
$356B
$3.57 Billion 0.33% of portfolio
81,324
Q4 2024 Reduced 5.82%
$0
$3.47 Billion 0.32% of portfolio
104,067
Q4 2024 Added 7.51%
$1.08T
$3.39 Billion 0.32% of portfolio
8,396
Q4 2024 Reduced 15.26%
$0
$3.3 Billion 0.31% of portfolio
103,506
Q4 2024 Added 3.82%
$0
$3.29 Billion 0.31% of portfolio
11,343
Q4 2024 Reduced 9.66%
$54.6B
$3.3 Billion 0.31% of portfolio
76,023
Q4 2024 Reduced 1.36%
$56.5B
$3.34 Billion 0.31% of portfolio
14,217
Q4 2024 Reduced 0.34%
$27.9B
$3.33 Billion 0.31% of portfolio
41,097
Q4 2024 Reduced 0.68%
$264B
$3.28 Billion 0.31% of portfolio
55,370
Q4 2024 Reduced 1.5%
$30.4B
$3.17 Billion 0.3% of portfolio
9,697
Q4 2024 Added 0.29%
$47.5B
$3.06 Billion 0.29% of portfolio
41,347
Q4 2024 Added 12.59%
$181B
$3.06 Billion 0.29% of portfolio
20,143
Q4 2024 Reduced 16.03%
$0
$3.13 Billion 0.29% of portfolio
53,799
Q4 2024 Reduced 0.19%
$0
$3.14 Billion 0.29% of portfolio
115,007
Q4 2024 Added 198.59%
$0
$3.07 Billion 0.29% of portfolio
16,581
Q4 2024 Reduced 1.19%
$22B
$3.13 Billion 0.29% of portfolio
27,640
Q4 2024 Added 2.1%
$82.8B
$2.97 Billion 0.28% of portfolio
34,826
Q4 2024 Reduced 1.12%
$208B
$3 Billion 0.28% of portfolio
604
Q4 2024 Added 30.45%
$86B
$2.92 Billion 0.27% of portfolio
2,460
Q4 2024 Reduced 0.65%
$2.13B
$2.94 Billion 0.27% of portfolio
24,212
Q4 2024 Added 3.15%

Summary

  • Portfolio
  • No. of Stocks 1,024
  • Current Value $1.07 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 248 stocks
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