Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.06 Trillion
  • Q3 2024

Anchor Investment Management, LLC has filed its 13F form on November 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Trillion distributed in 1052 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.5B, Apple Inc. with a value of $29.3B, Visa Inc. with a value of $28.3B, Schwab Strategic Tr Us Large C with a value of $25.5B, and Invesco Qqq Trust, Series 1 with a value of $20.9B.

Examining the 13F form we can see an increase of $87.8B in the current position value, from $972B to 1.06T. Also it can be appreciated an additional of 95 stocks purchases and 1 closed positions.

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 $1.06 Trillion
ETFs: $284 Billion
Technology: $156 Billion
Financial Services: $130 Billion
Healthcare: $125 Billion
Industrials: $82.6 Billion
Consumer Defensive: $69.9 Billion
Consumer Cyclical: $64 Billion
Communication Services: $62.3 Billion
Other: $74.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.37T
$43.5 Billion 4.11% of portfolio
101,089
Q3 2024 Added 1.71%
$4.03T
$29.3 Billion 2.76% of portfolio
125,723
Q3 2024 Added 0.15%
$516B
$28.3 Billion 2.67% of portfolio
102,898
Q3 2024 Added 1.43%
$0
$25.5 Billion 2.41% of portfolio
375,706
Q3 2024 Added 8.14%
$0
$20.9 Billion 1.98% of portfolio
42,889
Q3 2024 Added 1.64%
$0
$19.2 Billion 1.82% of portfolio
931,510
Q3 2024 Added 1.71%
$596B
$17.9 Billion 1.69% of portfolio
38,971
Q3 2024 Added 5.81%
$0
$17.9 Billion 1.69% of portfolio
915,286
Q3 2024 Added 3.58%
$303B
$17.5 Billion 1.65% of portfolio
88,716
Q3 2024 Added 2.93%
$0
$17.4 Billion 1.64% of portfolio
882,415
Q3 2024 Added 4.14%
$0
$16.8 Billion 1.59% of portfolio
28,692
Q3 2024 Added 2.94%
$1.13T
$16.5 Billion 1.56% of portfolio
99,520
Q3 2024 Added 5.59%
$31.8B
$15.7 Billion 1.48% of portfolio
8,543
Q3 2024 Reduced 1.08%
$1.21T
$15 Billion 1.41% of portfolio
89,578
Q3 2024 Reduced 0.75%
$376B
$14.7 Billion 1.39% of portfolio
90,873
Q3 2024 Added 1.98%
$466B
$13.6 Billion 1.29% of portfolio
23,310
Q3 2024 Added 5.09%
$740B
$12.4 Billion 1.17% of portfolio
13,950
Q3 2024 Reduced 0.11%
$2.37T
$12.3 Billion 1.16% of portfolio
66,237
Q3 2024 Added 4.68%
$161B
$12.3 Billion 1.16% of portfolio
45,537
Q3 2024 Added 2.62%
$1.39T
$11.5 Billion 1.09% of portfolio
20,104
Q3 2024 Reduced 0.04%
$406B
$10.8 Billion 1.02% of portfolio
62,524
Q3 2024 Added 2.12%
$143B
$10.6 Billion 1.0% of portfolio
43,071
Q3 2024 Added 0.64%
$108B
$9.68 Billion 0.91% of portfolio
107,518
Q3 2024 Added 1.2%
$82.7B
$9.37 Billion 0.88% of portfolio
81,252
Q3 2024 Added 1.57%
$270B
$8.56 Billion 0.81% of portfolio
119,147
Q3 2024 Reduced 1.34%
$253B
$8.52 Billion 0.8% of portfolio
75,070
Q3 2024 Added 1.66%
$703B
$8.44 Billion 0.8% of portfolio
40,034
Q3 2024 Added 0.1%
$215B
$8.42 Billion 0.79% of portfolio
16,261
Q3 2024 Added 1.59%
$420B
$7.92 Billion 0.75% of portfolio
19,548
Q3 2024 Reduced 2.09%
$329B
$7.97 Billion 0.75% of portfolio
65,593
Q3 2024 Reduced 10.06%
$73.8B
$7.79 Billion 0.74% of portfolio
28,474
Q3 2024 Reduced 0.96%
$65.8B
$7.73 Billion 0.73% of portfolio
38,501
Q3 2024 Added 3.23%
$0
$7.23 Billion 0.68% of portfolio
36,009
Q3 2024 Added 28.9%
$462B
$7.19 Billion 0.68% of portfolio
42,213
Q3 2024 Added 0.06%
$439B
$7.09 Billion 0.67% of portfolio
7,996
Q3 2024 Added 2.0%
$257B
$7.12 Billion 0.67% of portfolio
88,188
Q3 2024 Added 3.57%
$208B
$7.03 Billion 0.66% of portfolio
11,366
Q3 2024 Added 1.75%
$89.1B
$6.94 Billion 0.65% of portfolio
76,952
Q3 2024 Added 0.45%
$292B
$6.83 Billion 0.64% of portfolio
46,350
Q3 2024 Added 11.8%
$94.6B
$6.49 Billion 0.61% of portfolio
17,000
Q3 2024 Reduced 2.53%
$79.5B
$6.37 Billion 0.6% of portfolio
35,463
Q3 2024 Added 1.42%
$86.9B
$6.24 Billion 0.59% of portfolio
30,076
Q3 2024 Reduced 2.59%
$0
$6.18 Billion 0.58% of portfolio
104,431
Q3 2024 Added 2.36%
$197B
$6.18 Billion 0.58% of portfolio
54,237
Q3 2024 Added 2.86%
$0
$5.88 Billion 0.56% of portfolio
115,953
Q3 2024 Added 3.54%
$177B
$5.9 Billion 0.56% of portfolio
34,700
Q3 2024 Added 2.2%
$93.8B
$5.81 Billion 0.55% of portfolio
42,613
Q3 2024 Reduced 8.72%
$0
$5.83 Billion 0.55% of portfolio
70,223
Q3 2024 Added 1.64%
$195B
$5.59 Billion 0.53% of portfolio
46,037
Q3 2024 Added 3.47%

Summary

  • Portfolio
  • No. of Stocks 1,052
  • Current Value $1.06 Trillion
  • Prior Value $972 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 95 stocks
  • Additional Purchases 269 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 215 stocks
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