Anchor Investment Management, LLC Incresed Positions in Q2 2024

Anchor Investment Management, LLC

  • $972 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.18K
+ 2.6%
$165.0 - $216.67 $525K - $690K
126K $26.4B
VGT
Vanguard Information Technolog

ETFs
6.02K
+ 27.55%
$479.9 - $588.82 $2.89M - $3.55M
27.9K $16.1B
NVDA
Nvidia Corp

Technology
66.8K
+ 1087.93%
$118.11 - $1224.4 $7.89M - $81.8M
72.9K $9.01B
SCHX
Schwab Strategic Tr Us Large C

ETFs
39.8K
+ 12.92%
$58.7 - $64.78 $2.33M - $2.58M
347K $22.3B
MSFT
Microsoft Corp

Technology
1.17K
+ 1.19%
$389.33 - $452.85 $456K - $530K
99.4K $44.4B
VOX
Vanguard Communication Service

ETFs
15.2K
+ 1268.56%
$125.5 - $139.68 $1.9M - $2.12M
16.4K $2.26B
LLY
Eli Lilly & CO

Healthcare
131
+ 0.95%
$724.87 - $909.04 $95K - $119K
14K $12.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
786
+ 1.9%
$414.65 - $485.21 $326K - $381K
42.2K $20.2B
NEE
Nextera Energy Inc

Utilities
20.5K
+ 69.67%
$61.7 - $80.02 $1.26M - $1.64M
49.9K $3.54B
FCNCA
First Citizens Bancshares Inc

Financial Services
718
+ 9.07%
$1532.51 - $1800.35 $1.1M - $1.29M
8.64K $14.5B
ADBE
Adobe Inc.

Technology
1.43K
+ 9.81%
$439.02 - $555.54 $628K - $794K
16K $8.89B
VLO
Valero Energy Corp

Energy
8.73K
+ 508.27%
$148.38 - $183.39 $1.3M - $1.6M
10.5K $1.64B
WDAY
Workday, Inc.

Technology
5.94K
+ 14495.12%
$207.08 - $272.44 $1.23M - $1.62M
5.98K $1.34B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
69K
+ 8.47%
$19.08 - $19.25 $1.32M - $1.33M
884K $16.9B
MDT
Medtronic PLC

Healthcare
24.9K
+ 30.67%
$78.71 - $87.02 $1.96M - $2.17M
106K $8.36B
UNH
Unitedhealth Group Inc

Healthcare
1.92K
+ 9.48%
$439.2 - $524.63 $843K - $1.01M
22.2K $11.3B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
59.9K
+ 6.99%
$20.38 - $20.52 $1.22M - $1.23M
916K $18.7B
PG
Procter & Gamble CO

Consumer Defensive
5.4K
+ 9.68%
$155.33 - $168.56 $839K - $911K
61.2K $10.1B
WMT
Walmart Inc.

Consumer Defensive
5.19K
+ 6.5%
$58.85 - $68.9 $306K - $358K
85.1K $5.77B
SNPS
Synopsys Inc

Technology
1.49K
+ 49.68%
$510.71 - $620.31 $758K - $921K
4.47K $2.66B
GBDC
Golub Capital Bdc, Inc.

Financial Services
62.1K
+ 201.36%
$15.5 - $17.58 $962K - $1.09M
92.9K $1.46B
AMAT
Applied Materials Inc

Technology
2.21K
+ 16.7%
$189.46 - $247.83 $418K - $546K
15.4K $3.64B
Simplify Mbs ETF
17.5K
+ 486.11%
N/A
21.1K $1.06B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
24.1K
+ 9035.58%
$62.41 - $3427.61 $1.51M - $82.7M
24.4K $1.53B
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.1K
+ 27.96%
$45.24 - $49.04 $820K - $889K
82.9K $3.93B
CVX
Chevron Corp

Energy
4.48K
+ 12.11%
$152.57 - $166.33 $683K - $745K
41.5K $6.48B
AVGO
Broadcom Inc.

Technology
16
+ 0.75%
$1204.71 - $1828.87 $19.3K - $29.3K
2.14K $3.43B
MCK
Mckesson Corp

Healthcare
263
+ 3.09%
$518.81 - $607.81 $136K - $160K
8.77K $5.12B
BAC
Bank Of America Corp

Financial Services
9.6K
+ 10.55%
$34.68 - $40.02 $333K - $384K
101K $4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
569
+ 2.08%
$170.63 - $199.67 $97.1K - $114K
27.9K $5.51B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
11.8K
+ 13.27%
$30.41 - $33.31 $360K - $394K
101K $3.3B
VTI
Vanguard Total Stock Market Et

ETFs
1.54K
+ 12.47%
$245.23 - $269.4 $377K - $414K
13.9K $3.71B
NFLX
Netflix Inc

Communication Services
34
+ 0.49%
$550.64 - $686.12 $18.7K - $23.3K
6.96K $4.69B
PM
Philip Morris International Inc.

Consumer Defensive
421
+ 0.96%
$88.6 - $104.24 $37.3K - $43.9K
44.5K $4.51B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.58K
+ 8.29%
$50.22 - $50.48 $431K - $433K
112K $5.65B
PEP
Pepsico Inc

Consumer Defensive
3.92K
+ 17.49%
$163.33 - $183.11 $641K - $718K
26.4K $4.35B
META
Meta Platforms, Inc.

Communication Services
83
+ 0.41%
$430.17 - $527.34 $35.7K - $43.8K
20.1K $10.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
301
+ 3.16%
$455.1 - $504.28 $137K - $152K
9.84K $4.92B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.28K
+ 5.54%
$76.35 - $77.35 $327K - $331K
81.4K $6.29B
VUG
Vanguard Growth ETF

ETFs
574
+ 15.13%
$322.46 - $377.11 $185K - $216K
4.37K $1.63B
JPM
Jpmorgan Chase & CO

Financial Services
1.2K
+ 3.08%
$180.08 - $204.79 $215K - $245K
40K $8.09B
AXP
American Express CO

Financial Services
1.23K
+ 16.06%
$217.5 - $243.08 $268K - $299K
8.9K $2.06B
LPLA
Lpl Financial Holdings Inc.

Financial Services
664
+ 8.62%
$256.41 - $288.82 $170K - $192K
8.37K $2.34B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
14
+ 0.08%
$142.51 - $175.12 $2K - $2.45K
17.2K $2.95B
ASML
Asml Holding Nv

Technology
211
+ 20.89%
$852.84 - $1068.86 $180K - $226K
1.22K $1.25B
GS
Goldman Sachs Group Inc

Financial Services
298
+ 10.0%
$389.49 - $470.41 $116K - $140K
3.28K $1.48B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.9K
+ 58.51%
$57.86 - $62.21 $226K - $243K
10.6K $638M
RSG
Republic Services, Inc.

Industrials
640
+ 1.75%
$181.59 - $194.82 $116K - $125K
37.3K $7.25B
AMGN
Amgen Inc

Healthcare
187
+ 3.1%
$262.75 - $319.31 $49.1K - $59.7K
6.21K $1.94B
Activity Summary
Buys All Purchases 293 New Holdings 50 Increased Positions 243 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 1 Puts 0
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