Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $954 Billion
  • Q1 2024

Anchor Investment Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $954 Billion distributed in 1042 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $41.3B, Visa Inc. with a value of $28B, Apple Inc. with a value of $21B, Schwab Strategic Tr Us Large C with a value of $19.1B, and Invesco Qqq Trust, Series 1 with a value of $18.4B.

Examining the 13F form we can see an increase of $80.6B in the current position value, from $873B to 954B. Also it can be appreciated an additional of 114 stocks purchases and 2 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 $954 Billion
ETFs: $241 Billion
Technology: $137 Billion
Healthcare: $122 Billion
Financial Services: $116 Billion
Industrials: $84 Billion
Consumer Defensive: $60.9 Billion
Communication Services: $59.8 Billion
Consumer Cyclical: $58.5 Billion
Other: $67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$41.3 Billion 4.33% of portfolio
98,222
Q1 2024 Added 1.59%
$445B
$28 Billion 2.93% of portfolio
100,293
Q1 2024 Added 0.07%
$3.09T
$21 Billion 2.2% of portfolio
122,355
Q1 2024 Added 1.9%
$0
$19.1 Billion 2.0% of portfolio
307,664
Q1 2024 Added 2.54%
$0
$18.4 Billion 1.93% of portfolio
41,410
Q1 2024 Reduced 0.03%
$0
$17.5 Billion 1.83% of portfolio
855,990
Q1 2024 Added 8.7%
$0
$15.6 Billion 1.64% of portfolio
814,645
Q1 2024 Added 15.61%
$539B
$15.6 Billion 1.63% of portfolio
37,074
Q1 2024 Added 14.25%
$285B
$15.6 Billion 1.63% of portfolio
85,498
Q1 2024 Reduced 3.18%
$0
$14.7 Billion 1.54% of portfolio
763,564
Q1 2024 Added 6,038.47%
$383B
$14.5 Billion 1.52% of portfolio
91,466
Q1 2024 Added 1.41%
$1.03T
$14.5 Billion 1.52% of portfolio
95,858
Q1 2024 Added 3.65%
$1.06T
$14 Billion 1.47% of portfolio
92,269
Q1 2024 Added 1.86%
$25.5B
$12.9 Billion 1.36% of portfolio
7,918
Q1 2016 Reduced 43.34%
$489B
$12.5 Billion 1.31% of portfolio
107,166
Q1 2024 Added 0.3%
$1.8T
$11.4 Billion 1.2% of portfolio
63,284
Q1 2024 Added 4.63%
$137B
$11.2 Billion 1.17% of portfolio
43,772
Q1 2024 Added 1.13%
$779B
$10.8 Billion 1.13% of portfolio
13,835
Q1 2024 Reduced 2.63%
$143B
$10.3 Billion 1.08% of portfolio
41,758
Q1 2024 Added 1.1%
$318B
$9.99 Billion 1.05% of portfolio
75,673
Q1 2024 Reduced 2.59%
$463B
$10 Billion 1.05% of portfolio
20,262
Q1 2024 Added 3.19%
$1.05T
$9.73 Billion 1.02% of portfolio
20,029
Q1 2024 Reduced 5.82%
$390B
$9.06 Billion 0.95% of portfolio
55,825
Q1 2024 Added 7.11%
$0
$8.81 Billion 0.92% of portfolio
108,228
Q1 2024 Reduced 0.2%
$66.1B
$8.34 Billion 0.87% of portfolio
28,789
Q1 2024 Added 0.93%
$101B
$8.18 Billion 0.86% of portfolio
55,020
Q1 2024 Added 0.58%
$79.7B
$7.77 Billion 0.81% of portfolio
80,338
Q1 2024 Added 0.11%
$594B
$7.77 Billion 0.81% of portfolio
38,798
Q1 2024 Added 11.25%
$343B
$7.57 Billion 0.79% of portfolio
19,742
Q1 2024 Reduced 1.55%
$272B
$7.4 Billion 0.78% of portfolio
120,979
Q1 2024 Reduced 7.26%
$207B
$7.36 Billion 0.77% of portfolio
14,576
Q1 2024 Added 1.05%
$108B
$7.09 Billion 0.74% of portfolio
81,311
Q1 2024 Reduced 1.67%
$58.5B
$7.02 Billion 0.74% of portfolio
36,657
Q1 2024 Added 1.75%
$86.5B
$6.6 Billion 0.69% of portfolio
30,948
Q1 2024 Reduced 0.64%
$223B
$6.57 Billion 0.69% of portfolio
11,302
Q1 2024 Added 5.14%
$229B
$6.16 Billion 0.65% of portfolio
36,374
Q1 2024 Reduced 1.51%
$78.7B
$6.01 Billion 0.63% of portfolio
17,303
Q1 2024 Added 1.82%
$0
$5.97 Billion 0.63% of portfolio
77,164
Q1 2024 Reduced 3.06%
$316B
$6.05 Billion 0.63% of portfolio
48,201
Q1 2024 Added 18.73%
$179B
$5.97 Billion 0.63% of portfolio
52,496
Q1 2024 Added 3.8%
$358B
$5.82 Billion 0.61% of portfolio
7,951
Q1 2024 Added 0.3%
$318B
$5.83 Billion 0.61% of portfolio
36,981
Q1 2024 Reduced 0.45%
$0
$5.71 Billion 0.6% of portfolio
97,373
Q1 2024 Added 1.31%
$87.2B
$5.53 Billion 0.58% of portfolio
77,109
Q1 2024 Added 1.98%
$2.73T
$5.55 Billion 0.58% of portfolio
6,139
Q1 2024 Reduced 12.39%
$127B
$5.47 Billion 0.57% of portfolio
123,736
Q1 2024 Reduced 6.5%
$79.5B
$5.48 Billion 0.57% of portfolio
34,271
Q1 2024 Added 2.9%
$176B
$5.36 Billion 0.56% of portfolio
123,576
Q1 2024 Reduced 0.16%
$0
$5.22 Billion 0.55% of portfolio
103,410
Q1 2024 Added 7.93%

Summary

  • Portfolio
  • No. of Stocks 1,042
  • Current Value $954 Billion
  • Prior Value $873 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 114 stocks
  • Additional Purchases 293 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 206 stocks
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