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
$0
$905 Million 0.08% of portfolio
9,416
Q4 2024 Reduced 2.17%
$0
$877 Million 0.08% of portfolio
12,721
Q4 2024 Added 1.44%
$97.4B
$819 Million 0.08% of portfolio
14,486
Q4 2024 Reduced 4.9%
$23B
$784 Million 0.07% of portfolio
7,000
Q1 2024 Added 0.17%
$150B
$727 Million 0.07% of portfolio
8,138
Q4 2024 Added 4,523.86%
$55.5B
$722 Million 0.07% of portfolio
3,745
Q3 2024 Reduced 3.85%
Te Connectivity PLC Ord Shs
-
$754 Million 0.07% of portfolio
-
Q4 2024 Added 4.5%
$0
$794 Million 0.07% of portfolio
1,977
Q3 2024 Added 3.83%
$19.6B
$739 Million 0.07% of portfolio
26,236
Q4 2024 Reduced 1.57%
$182M
$778 Million 0.07% of portfolio
32,424
Q1 2024 Added 4.22%
$0
$717 Million 0.07% of portfolio
14,825
Q4 2024 Added 2.3%
$0
$774 Million 0.07% of portfolio
3,903
Q4 2024 Added 1.56%
$62.7B
$716 Million 0.07% of portfolio
1,005
Q4 2024 Added 17.13%
$0
$789 Million 0.07% of portfolio
20,540
Q3 2024 Added 37.28%
$233B
$732 Million 0.07% of portfolio
7,526
Q3 2024 Reduced 0.99%
$0
$795 Million 0.07% of portfolio
9,825
Q4 2024 Reduced 1.5%
$44.7B
$740 Million 0.07% of portfolio
5,471
Q4 2024 Added 1.71%
Blackrock Inc Com
-
$799 Million 0.07% of portfolio
-
Q4 2024 Reduced 1.52%
$0
$647 Million 0.06% of portfolio
7,523
Q4 2024 Reduced 3.93%
$23.4B
$651 Million 0.06% of portfolio
5,974
Q4 2024 Reduced 6.28%
$15.6B
$597 Million 0.06% of portfolio
20,463
Q4 2024 Added 79.19%
$71.2B
$687 Million 0.06% of portfolio
2,422
Q1 2024 Added 2.58%
$0
$667 Million 0.06% of portfolio
6,650
Q4 2024 Reduced 4.32%
$0
$643 Million 0.06% of portfolio
12,427
Q1 2016 Reduced 91.95%
$16.9B
$626 Million 0.06% of portfolio
12,892
Q4 2024 Reduced 3.2%
$104B
$609 Million 0.06% of portfolio
7,235
Q4 2024 Reduced 0.18%
$25.9B
$608 Million 0.06% of portfolio
3,241
Q3 2024 Added 4.11%
$224B
$652 Million 0.06% of portfolio
5,186
Q4 2024 Reduced 23.28%
$28.8B
$604 Million 0.06% of portfolio
2,382
Q4 2024 Reduced 4.41%
$0
$669 Million 0.06% of portfolio
6,164
Q3 2024 Added 47.82%
$104B
$669 Million 0.06% of portfolio
12,792
Q4 2024 Reduced 2.9%
$21.2B
$694 Million 0.06% of portfolio
8,200
Q4 2024 Reduced 1.2%
$45.8B
$603 Million 0.06% of portfolio
11,204
Q4 2024 Reduced 11.13%
$112B
$566 Million 0.05% of portfolio
1,406
Q4 2024 Reduced 11.18%
$0
$546 Million 0.05% of portfolio
4,771
Q4 2024 Added 4.19%
$38.4B
$519 Million 0.05% of portfolio
2,310
Q4 2024 Reduced 0.69%
$92.8B
$511 Million 0.05% of portfolio
14,080
Q4 2024 Reduced 4.65%
$30.7B
$542 Million 0.05% of portfolio
2,452
Q4 2024 Reduced 0.81%
$79.4B
$534 Million 0.05% of portfolio
11,903
Q4 2024 Reduced 15.87%
$0
$501 Million 0.05% of portfolio
10,406
Q4 2024 Reduced 1.58%
Brookfield Corp Cl A LTD Vt Sh
-
$527 Million 0.05% of portfolio
-
Q3 2024 Reduced 3.17%
$19.4B
$489 Million 0.05% of portfolio
5,787
Q4 2024 Reduced 1.11%
$0
$493 Million 0.05% of portfolio
10,703
Q3 2024 New
$0
$561 Million 0.05% of portfolio
16,540
Q3 2024 Added 47.81%
$0
$509 Million 0.05% of portfolio
3,519
Q4 2023 New
$13.9B
$543 Million 0.05% of portfolio
7,530
Q4 2024 Reduced 5.04%
$0
$538 Million 0.05% of portfolio
1,920
Q4 2024 Reduced 3.52%
$43.4B
$551 Million 0.05% of portfolio
2,621
Q4 2024 Reduced 0.15%
$0
$493 Million 0.05% of portfolio
22,203
Q3 2024 New

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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