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
$3.18T
$44.4 Billion 4.57% of portfolio
99,392
Q2 2024 Added 1.19%
$504B
$26.6 Billion 2.74% of portfolio
101,450
Q2 2024 Added 1.15%
$3.67T
$26.4 Billion 2.72% of portfolio
125,539
Q2 2024 Added 2.6%
$0
$22.3 Billion 2.3% of portfolio
347,429
Q2 2024 Added 12.92%
$0
$20.2 Billion 2.08% of portfolio
42,196
Q2 2024 Added 1.9%
$0
$18.7 Billion 1.93% of portfolio
915,859
Q2 2024 Added 6.99%
$1.05T
$17.2 Billion 1.77% of portfolio
94,253
Q2 2024 Reduced 1.67%
$0
$16.9 Billion 1.74% of portfolio
883,682
Q2 2024 Added 8.47%
$1.08T
$16.6 Billion 1.7% of portfolio
90,258
Q2 2024 Reduced 2.18%
$0
$16.3 Billion 1.68% of portfolio
847,364
Q2 2024 Added 10.97%
$0
$16.1 Billion 1.65% of portfolio
27,872
Q2 2024 Added 27.55%
$609B
$15 Billion 1.54% of portfolio
36,832
Q2 2024 Reduced 0.65%
$300B
$14.8 Billion 1.52% of portfolio
86,189
Q2 2024 Added 0.81%
$32.3B
$14.5 Billion 1.5% of portfolio
8,636
Q2 2024 Added 9.07%
$397B
$13 Billion 1.34% of portfolio
89,112
Q2 2024 Reduced 2.57%
$747B
$12.6 Billion 1.3% of portfolio
13,966
Q2 2024 Added 0.95%
$502B
$12.3 Billion 1.26% of portfolio
106,560
Q2 2024 Reduced 0.57%
$555B
$11.3 Billion 1.16% of portfolio
22,182
Q2 2024 Added 9.48%
$396B
$10.1 Billion 1.04% of portfolio
61,227
Q2 2024 Added 9.68%
$1.29T
$10.1 Billion 1.04% of portfolio
20,112
Q2 2024 Added 0.41%
$168B
$9.78 Billion 1.01% of portfolio
44,376
Q2 2024 Added 1.38%
$145B
$9.68 Billion 1.0% of portfolio
42,795
Q2 2024 Added 2.48%
$249B
$9.14 Billion 0.94% of portfolio
73,842
Q2 2024 Reduced 2.42%
$366B
$9.01 Billion 0.93% of portfolio
72,927
Q2 2024 Added 1,087.93%
$246B
$8.89 Billion 0.92% of portfolio
16,006
Q2 2024 Added 9.81%
$76.1B
$8.62 Billion 0.89% of portfolio
28,749
Q2 2024 Reduced 0.14%
$114B
$8.36 Billion 0.86% of portfolio
106,247
Q2 2024 Added 30.67%
$85.2B
$8.02 Billion 0.83% of portfolio
80,000
Q2 2024 Reduced 0.42%
$709B
$8.09 Billion 0.83% of portfolio
39,993
Q2 2024 Added 3.08%
$270B
$7.69 Billion 0.79% of portfolio
120,761
Q2 2024 Reduced 0.18%
$66.2B
$7.25 Billion 0.75% of portfolio
37,297
Q2 2024 Added 1.75%
$415B
$6.87 Billion 0.71% of portfolio
19,965
Q2 2024 Added 1.13%
$184B
$6.76 Billion 0.7% of portfolio
33,953
Q2 2024 Reduced 6.66%
$409B
$6.66 Billion 0.69% of portfolio
7,839
Q2 2024 Reduced 1.41%
$91B
$6.59 Billion 0.68% of portfolio
30,875
Q2 2024 Reduced 0.24%
$317B
$6.48 Billion 0.67% of portfolio
41,459
Q2 2024 Added 12.11%
$96.8B
$6.39 Billion 0.66% of portfolio
46,682
Q2 2024 Reduced 15.15%
$0
$6.29 Billion 0.65% of portfolio
81,442
Q2 2024 Added 5.54%
$209B
$6.18 Billion 0.64% of portfolio
11,171
Q2 2024 Reduced 1.16%
$94.5B
$5.94 Billion 0.61% of portfolio
76,605
Q2 2024 Reduced 0.65%
$504B
$5.96 Billion 0.61% of portfolio
42,186
Q2 2024 Reduced 12.48%
$0
$5.72 Billion 0.59% of portfolio
102,028
Q2 2024 Added 4.78%
$229B
$5.77 Billion 0.59% of portfolio
85,145
Q2 2024 Added 6.5%
$0
$5.65 Billion 0.58% of portfolio
111,986
Q2 2024 Added 8.29%
$0
$5.51 Billion 0.57% of portfolio
27,936
Q2 2024 Added 2.08%
$201B
$5.48 Billion 0.56% of portfolio
52,728
Q2 2024 Added 0.44%
$0
$5.38 Billion 0.55% of portfolio
69,087
Q2 2024 Reduced 36.17%
$101B
$5.21 Billion 0.54% of portfolio
17,441
Q2 2024 Added 0.8%
$79.5B
$5.21 Billion 0.54% of portfolio
34,966
Q2 2024 Added 2.03%

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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