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
$36.7B
$218 Million 0.02% of portfolio
2,850
Q4 2024 Reduced 0.38%
$0
$242 Million 0.02% of portfolio
3,454
Q1 2017 Reduced 91.31%
$0
$225 Million 0.02% of portfolio
1,716
Q4 2024 Added 0.23%
$5.82B
$167 Million 0.02% of portfolio
4,583
Q2 2024 Reduced 24.66%
$24B
$196 Million 0.02% of portfolio
1,156
Q3 2024 Added 86.75%
$0
$176 Million 0.02% of portfolio
1,983
Q3 2024 Added 5.99%
$60B
$239 Million 0.02% of portfolio
2,094
Q4 2024 Reduced 0.38%
$40.1B
$209 Million 0.02% of portfolio
2,720
Q4 2024 Reduced 8.66%
$16.1B
$179 Million 0.02% of portfolio
1,774
Q3 2024 Reduced 1.93%
$34.5B
$212 Million 0.02% of portfolio
410
Q4 2024 Added 13.26%
$0
$253 Million 0.02% of portfolio
3,600
Q4 2024 Reduced 9.18%
Ge Healthcare Technologies Inc Common Stock
-
$198 Million 0.02% of portfolio
-
Q3 2024 Reduced 3.18%
$18B
$167 Million 0.02% of portfolio
1,431
Q4 2024 Reduced 4.79%
$13.3B
$234 Million 0.02% of portfolio
1,375
Q4 2024 Reduced 6.4%
$60.2B
$218 Million 0.02% of portfolio
7,100
Q2 2024 Added 14.52%
$75.1B
$251 Million 0.02% of portfolio
1,543
Q4 2024 Reduced 1.66%
$0
$261 Million 0.02% of portfolio
15,701
Q4 2024 Reduced 3.53%
$7.18B
$210 Million 0.02% of portfolio
4,092
Q4 2024 Reduced 9.91%
$6.39B
$184 Million 0.02% of portfolio
3,000
Q3 2024 Reduced 33.33%
$0
$265 Million 0.02% of portfolio
3,090
Q4 2024 Reduced 2.22%
$71B
$194 Million 0.02% of portfolio
419
Q4 2024 Reduced 3.68%
$25.3B
$228 Million 0.02% of portfolio
1,222
Q4 2024 Reduced 4.53%
$0
$235 Million 0.02% of portfolio
400
Q4 2024 Added 2.04%
$0
$250 Million 0.02% of portfolio
2,312
Q2 2024 Added 131.2%
$25.7B
$245 Million 0.02% of portfolio
142
Q4 2024 Added 132.79%
$0
$264 Million 0.02% of portfolio
5,999
Q4 2024 Reduced 1.54%
$0
$247 Million 0.02% of portfolio
3,241
Q4 2024 Added 129.05%
$0
$164 Million 0.02% of portfolio
2,544
Q4 2024 Added 24.46%
$82.2B
$204 Million 0.02% of portfolio
1,582
Q4 2024 Reduced 19.16%
$40.8B
$187 Million 0.02% of portfolio
2,015
Q4 2024 Reduced 19.88%
$10.7B
$178 Million 0.02% of portfolio
4,940
Q4 2024 Added 0.06%
$0
$206 Million 0.02% of portfolio
6,628
Q4 2024 Added 0.23%
$10B
$236 Million 0.02% of portfolio
6,495
Q4 2024 Added 0.39%
Lam Research Corp Com New
-
$175 Million 0.02% of portfolio
-
Q4 2024 Added 806.74%
$86.4B
$198 Million 0.02% of portfolio
312
Q4 2024 Reduced 1.58%
$0
$255 Million 0.02% of portfolio
763
Q4 2024 Added 0.26%
$0
$187 Million 0.02% of portfolio
4,901
Q4 2024 Added 18.3%
$147B
$180 Million 0.02% of portfolio
2,557
Q3 2024 Added 24.37%
$63.5B
$266 Million 0.02% of portfolio
1,103
Q4 2024 Reduced 0.54%
$67B
$207 Million 0.02% of portfolio
76,000
Q3 2024 Reduced 2.56%
$39.9B
$243 Million 0.02% of portfolio
3,148
Q3 2024 Added 109.87%
$39.8B
$266 Million 0.02% of portfolio
2,250
Q4 2024 Added 0.04%
$9.82B
$238 Million 0.02% of portfolio
2,057
Q4 2024 Added 2.29%
$27.8B
$83.3 Million 0.01% of portfolio
1,797
Q3 2024 Added 724.31%
$9.58B
$62.6 Million 0.01% of portfolio
1,462
Q3 2024 New
$21.1B
$64.4 Million 0.01% of portfolio
148
Q4 2024 Reduced 25.25%
$0
$125 Million 0.01% of portfolio
539
Q4 2024 Reduced 12.36%
$39.1B
$84.2 Million 0.01% of portfolio
996
Q3 2024 Reduced 28.35%
$0
$64.9 Million 0.01% of portfolio
1,500
Q4 2023 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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