Anchor Investment Management, LLC Incresed Positions in Q1 2025

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
816
+ 1.93%
$92.49 - $114.57 $75.5K - $93.5K
43.2K $4.15B
ACN
Accenture PLC

Technology
903
+ 26.03%
$300.91 - $398.25 $272K - $360K
4.37K $1.36B
EPD
Enterprise Products Partners L.P.

Energy
1K
+ 2.83%
$31.75 - $34.14 $31.8K - $34.1K
36.3K $1.24B
BAX
Baxter International Inc

Healthcare
701
+ 3.43%
$29.26 - $36.57 $20.5K - $25.6K
21.2K $724M
VTV
Vanguard Value ETF

ETFs
387
+ 2.59%
$167.73 - $179.21 $64.9K - $69.4K
15.3K $2.65B
UL
Unilever PLC

Consumer Defensive
1
+ 0.0%
$54.72 - $60.29 $54.7 - $60.3
40.9K $2.43B
HDV
Ishares Core High Dividend ETF

ETFs
197
+ 2.03%
$110.86 - $121.12 $21.8K - $23.9K
9.9K $1.2B
VEU
Vanguard Ftse All World Ex Us

ETFs
790
+ 4.18%
$56.51 - $62.98 $44.6K - $49.8K
19.7K $1.2B
VNQ
Vanguard Specialized Funds Van

ETFs
675
+ 2.18%
$85.55 - $94.34 $57.7K - $63.7K
31.7K $2.87B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2K
+ 33.33%
$49.75 - $50.27 $99.5K - $101K
8K $400M
WMB
Williams Companies, Inc.

Energy
1K
+ 15.68%
$54.02 - $61.09 $54K - $61.1K
7.38K $441M
NSC
Norfolk Southern Corp

Industrials
259
+ 1.82%
$227.69 - $259.76 $59K - $67.3K
14.5K $3.43B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
295
+ 0.47%
$18.36 - $20.51 $5.42K - $6.05K
62.8K $1.24B
TUA
Simpl Exch Traded Fds Sht Term
3.25K
+ 19.01%
N/A
20.4K $448M
GLDM
World Gold Trust

ETFs
488
+ 8.94%
$52.19 - $61.89 $25.5K - $30.2K
5.95K $368M
AWK
American Water Works Company, Inc.

Utilities
52
+ 1.58%
$121.01 - $149.31 $6.29K - $7.76K
3.33K $492M
AMT
American Tower Corp

Real Estate
13
+ 0.56%
$173.46 - $217.6 $2.25K - $2.83K
2.34K $509M
CTVA
Corteva, Inc.

Basic Materials
815
+ 16.04%
$55.94 - $66.15 $45.6K - $53.9K
5.9K $371M
COP
Conocophillips

Energy
100
+ 0.83%
$88.6 - $105.85 $8.86K - $10.6K
12.1K $1.27B
VFH
Vanguard Financial ETF

ETFs
269
+ 0.82%
$114.07 - $127.34 $30.7K - $34.3K
33.3K $3.97B
MKL
Markel Corp

Financial Services
31
+ 21.83%
$1660.14 - $2059.83 $51.5K - $63.9K
173 $323M
NOC
Northrop Grumman Corp

Industrials
23
+ 1.53%
$433.45 - $513.82 $9.97K - $11.8K
1.53K $781M
GBDC
Golub Capital Bdc, Inc.

Financial Services
5.31K
+ 1.94%
$14.46 - $15.96 $76.8K - $84.7K
279K $4.23B
K
Kellogg CO

Consumer Defensive
118
+ 0.29%
$81.06 - $82.9 $9.57K - $9.78K
41.2K $3.4B
LKQ
Lkq Corp

Consumer Cyclical
200
+ 1.83%
$36.24 - $44.05 $7.25K - $8.81K
11.2K $475M
Sila Realty Trust Inc Common Stock
2.33K
+ 81.45%
N/A
5.18K $138M
VPU
Vanguard Utilities ETF

ETFs
134
+ 2.37%
$161.24 - $173.33 $21.6K - $23.2K
5.8K $990M
SONY
Sony Group Corp

Technology
65
+ 0.45%
$19.88 - $25.64 $1.29K - $1.67K
14.4K $367M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
537
+ 6.81%
$58.01 - $64.46 $31.2K - $34.6K
8.42K $523M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
2.9K
+ 44.62%
$17.64 - $18.41 $51.2K - $53.4K
9.4K $172M
DE
Deere & CO

Industrials
1
+ 0.08%
$408.57 - $509.27 $409 - $509
1.24K $582M
MMM
3 M CO

Industrials
196
+ 12.39%
$129.7 - $155.12 $25.4K - $30.4K
1.78K $261M
IMKTA
Ingles Markets Inc

Consumer Defensive
850
+ 85.0%
$59.95 - $67.47 $51K - $57.3K
1.85K $120M
NUE
Nucor Corp

Basic Materials
362
+ 14.72%
$114.48 - $142.52 $41.4K - $51.6K
2.82K $339M
CTAS
Cintas Corp

Industrials
1
+ 0.04%
$182.09 - $208.14 $182 - $208
2.3K $472M
IXJ
Ishares Global Healthcare ETF

ETFs
130
+ 1.73%
$86.01 - $94.19 $11.2K - $12.2K
7.65K $698M
BLD
Top Build Corp

Industrials
188
+ 18.13%
$295.17 - $354.82 $55.5K - $66.7K
1.23K $374M
MS
Morgan Stanley

Financial Services
825
+ 15.91%
$111.68 - $141.08 $92.1K - $116K
6.01K $701M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
419
+ 4.74%
$33.63 - $37.64 $14.1K - $15.8K
9.26K $342M
KMI
Kinder Morgan, Inc.

Energy
76
+ 0.21%
$26.1 - $31.22 $1.98K - $2.37K
36.9K $1.05B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
14
+ 0.02%
$20.56 - $21.51 $288 - $301
67.9K $1.44B
Atlanta Braves Hldgs Inc Com Ser A
500
+ 7.36%
N/A
7.29K $320M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
191
+ 19.0%
$634.14 - $744.83 $121K - $142K
1.2K $759M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
129
+ 645.0%
$333.37 - $384.99 $43K - $49.7K
149 $49.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
74
+ 0.76%
$308.87 - $383.33 $22.9K - $28.4K
9.77K $3.2B
WY
Weyerhaeuser CO

Real Estate
8
+ 0.03%
$27.29 - $31.39 $218 - $251
26.2K $768M
SPOT
Spotify Technology S.A.

Communication Services
3
+ 1.13%
$457.79 - $648.32 $1.37K - $1.94K
268 $147M
SLB
Schlumberger Limited

Energy
600
+ 60.0%
$38.4 - $43.74 $23K - $26.2K
1.6K $66.9M
MNST
Monster Beverage Corp

Consumer Defensive
126
+ 3.57%
$46.16 - $58.58 $5.82K - $7.38K
3.65K $214M
Activity Summary
Buys All Purchases 254 New Holdings 39 Increased Positions 215 Sells All Sells 182 Reductions 181 Sold out 1 Options Calls 0 Puts 0
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