Anchor Capital Management Group Inc Portfolio Holdings

Anchor Capital Management Group Inc

  • $276 Billion
  • Q4 2024

Anchor Capital Management Group Inc has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $276 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $174B, Spdr S&P 500 ETF Trust with a value of $58.6B, Ishares Tr Msci Eafe ETF with a value of $15.1B, First American Government Obligations Fund Class X with a value of $6.75B, and Global X Fdsnasdaq 100 Covered with a value of $3.09B.

Examining the 13F form we can see an increase of $276B in the current position value.

Anchor Capital Management Group Inc is based out at Aliso Viejo, CA

Below you can find more details about Anchor Capital Management Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
ETFs: $259 Billion
Financial Services: $4.48 Billion
Basic Materials: $1.83 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$174 Billion 63.09% of portfolio
340,775
Q4 2024 New
$0
$58.6 Billion 21.23% of portfolio
100,000
Q4 2024 New
$0
$15.1 Billion 5.48% of portfolio
200,000
Q4 2024 New
First American Government Obligations Fund Class X
-
$6.75 Billion 2.44% of portfolio
-
Q4 2024 New
$0
$3.09 Billion 1.12% of portfolio
169,500
Q4 2024 New
$0
$2.3 Billion 0.83% of portfolio
40,000
Q4 2024 New
$0
$2.28 Billion 0.83% of portfolio
124,300
Q4 2024 New
$0
$2.09 Billion 0.76% of portfolio
37,000
Q4 2024 New
$0
$1.83 Billion 0.66% of portfolio
134,500
Q4 2024 New
Defiance Nasdaq 100 Enhanced Options & 0 Dte Income ETF
-
$1.69 Billion 0.61% of portfolio
-
Q4 2024 New
$0
$1.56 Billion 0.56% of portfolio
67,000
Q4 2024 New
Defiance S&P 500 Enhanced Options & 0 Dte Income ETF
-
$1.55 Billion 0.56% of portfolio
-
Q4 2024 New
$0
$1.54 Billion 0.56% of portfolio
74,000
Q4 2024 New
$0
$996 Million 0.36% of portfolio
175,000
Q4 2024 New
Neos Nasdaq 100 Hedged Equity Income ETF
-
$730 Million 0.26% of portfolio
-
Q4 2024 New
$0
$658 Million 0.24% of portfolio
18,000
Q4 2024 New
$0
$550 Million 0.2% of portfolio
70,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $276 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Anchor Capital Management Group Inc Portfolio

Follow Anchor Capital Management Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Anchor Capital Management Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Capital Management Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email