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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$184 Million 0.02% of portfolio
5,211
Q2 2024 Added 0.75%
$0
$158 Million 0.02% of portfolio
1,305
Q1 2017 Reduced 95.4%
$16.9B
$161 Million 0.02% of portfolio
2,650
Q2 2024 Reduced 27.4%
$38B
$232 Million 0.02% of portfolio
3,249
Q1 2016 Added 16.96%
$0
$224 Million 0.02% of portfolio
3,454
Q1 2017 Reduced 91.31%
$0
$214 Million 0.02% of portfolio
1,770
Q2 2024 Added 0.11%
$3.64B
$151 Million 0.02% of portfolio
6,000
Q2 2024 Reduced 33.33%
$6.15B
$175 Million 0.02% of portfolio
4,583
Q2 2024 Reduced 24.66%
$21.9B
$181 Million 0.02% of portfolio
1,337
Q2 2024 Added 7.56%
$0
$157 Million 0.02% of portfolio
1,871
Q2 2024 Added 0.21%
$0
$153 Million 0.02% of portfolio
3,795
Q2 2024 Added 0.53%
$4.32B
$170 Million 0.02% of portfolio
3,000
Q1 2024 Reduced 25.0%
$34.6B
$216 Million 0.02% of portfolio
2,970
Q1 2024 Reduced 2.78%
$10.8B
$154 Million 0.02% of portfolio
2,065
Q2 2024 Reduced 6.77%
$36.4B
$206 Million 0.02% of portfolio
381
Q2 2024 Reduced 11.6%
Ge Healthcare Technologies Inc Common Stock
-
$204 Million 0.02% of portfolio
-
Q2 2024 Added 3.44%
$61.7B
$189 Million 0.02% of portfolio
7,100
Q2 2024 Added 14.52%
$8.1B
$234 Million 0.02% of portfolio
5,813
Q2 2024 Reduced 9.36%
$46.9B
$161 Million 0.02% of portfolio
2,564
Q2 2024 Reduced 19.88%
$0
$215 Million 0.02% of portfolio
4,425
Q2 2024 New
$11.1B
$148 Million 0.02% of portfolio
5,362
Q1 2016 Added 3.17%
$81.6B
$162 Million 0.02% of portfolio
419
Q2 2024 Added 7.71%
$27.6B
$176 Million 0.02% of portfolio
1,395
Q2 2024 Reduced 3.59%
$0
$215 Million 0.02% of portfolio
392
Q2 2024 Reduced 4.62%
$0
$231 Million 0.02% of portfolio
2,312
Q2 2024 Added 131.2%
$0
$164 Million 0.02% of portfolio
5,914
Q2 2024 Added 1.46%
$0
$157 Million 0.02% of portfolio
2,244
Q2 2024 Reduced 2.18%
$71.7B
$202 Million 0.02% of portfolio
1,975
Q2 2024 Reduced 90.91%
$38B
$162 Million 0.02% of portfolio
4,627
Q1 2016 Added 155.11%
$41.3B
$242 Million 0.02% of portfolio
2,515
Q2 2024 Reduced 3.82%
$10.9B
$216 Million 0.02% of portfolio
5,434
Q2 2024 Reduced 24.86%
$68.9B
$233 Million 0.02% of portfolio
5,479
Q2 2024 Added 15.86%
$0
$180 Million 0.02% of portfolio
6,789
Q2 2024 Added 0.3%
$10B
$241 Million 0.02% of portfolio
6,444
Q2 2024 Added 0.39%
$58.1B
$163 Million 0.02% of portfolio
289
Q2 2024 Reduced 4.93%
$61.1B
$234 Million 0.02% of portfolio
1,153
Q1 2024 Reduced 4.16%
$47.9B
$213 Million 0.02% of portfolio
78,000
Q2 2024 Reduced 24.27%
$31.1B
$221 Million 0.02% of portfolio
2,248
Q1 2024 Reduced 1.92%
$18.7B
$76.4 Million 0.01% of portfolio
198
Q2 2024 Added 191.18%
$44.4B
$102 Million 0.01% of portfolio
1,390
Q2 2024 Added 127.87%
$29B
$48.6 Million 0.01% of portfolio
200
Q4 2023 New
$0
$60.3 Million 0.01% of portfolio
1,500
Q4 2023 New
$14.4B
$126 Million 0.01% of portfolio
1,400
Q2 2024 Reduced 3.11%
$8.73B
$77.8 Million 0.01% of portfolio
275
Q1 2016 Added 416.36%
$3.6B
$114 Million 0.01% of portfolio
3,375
Q1 2016 Added 401.63%
$24.1B
$131 Million 0.01% of portfolio
740
Q2 2024 Added 0.14%
$14.5B
$49.1 Million 0.01% of portfolio
285
Q1 2016 Added 121.05%
$37.5B
$84.5 Million 0.01% of portfolio
1,336
Q2 2024 Added 0.15%
$46.5B
$87.3 Million 0.01% of portfolio
1,385
Q2 2024 Reduced 32.44%

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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