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
BP
Bp PLC

Energy
221
+ 4.57%
$29.93 - $35.31 $6.61K - $7.8K
5.06K $171M
D
Dominion Energy, Inc

Utilities
2
+ 0.02%
$52.85 - $57.43 $106 - $115
11.2K $628M
WFC
Wells Fargo & Company

Financial Services
17
+ 0.13%
$66.78 - $81.42 $1.14K - $1.38K
13.5K $971M
XLF
Financial Sector Spdr

ETFs
3
+ 0.02%
$47.32 - $52.19 $142 - $157
14.8K $739M
WTRG
Essential Utilities, Inc.

Utilities
26
+ 0.4%
$33.49 - $40.57 $871 - $1.05K
6.52K $258M
AMD
Advanced Micro Devices Inc

Technology
1.57K
+ 19.96%
$96.63 - $129.55 $152K - $204K
9.46K $972M
PANW
Palo Alto Networks Inc

Technology
100
+ 64.1%
$167.82 - $208.28 $16.8K - $20.8K
256 $43.7M
ZTS
Zoetis Inc.

Healthcare
75
+ 4.86%
$156.48 - $175.67 $11.7K - $13.2K
1.62K $266M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
72
+ 1.51%
$110.75 - $119.78 $7.97K - $8.62K
4.84K $560M
Thomson Reuters Corp Com
72
+ 600.0%
N/A
84 $14.5M
MKC
Mccormick & CO Inc

Consumer Defensive
72
+ 10.27%
$71.24 - $84.73 $5.13K - $6.1K
773 $63.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
50
+ 33.78%
$314.47 - $431.35 $15.7K - $21.6K
198 $72.6M
ELS
Equity Lifestyle Properties Inc

Real Estate
119
+ 13.31%
$64.36 - $69.32 $7.66K - $8.25K
1.01K $67.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 0.18%
$76.94 - $78.28 $769 - $783
5.59K $438M
Ishares Bitcoin Trust ETF
124
+ 826.67%
N/A
139 $6.51M
DVY
Ishares Tr

ETFs
4
+ 0.23%
$128.58 - $138.1 $514 - $552
1.72K $231M
HSY
Hershey CO

Consumer Defensive
21
+ 1.82%
$144.74 - $186.36 $3.04K - $3.91K
1.18K $201M
VOT
Vanguard Mid Cap Growth Index

ETFs
90
+ 4.8%
$237.72 - $276.98 $21.4K - $24.9K
1.97K $481M
EXC
Exelon Corp

Utilities
4
+ 0.76%
$37.3 - $46.08 $149 - $184
529 $24.4M
GPC
Genuine Parts CO

Consumer Cyclical
3
+ 0.21%
$115.91 - $129.02 $348 - $387
1.43K $171M
TSN
Tyson Foods, Inc.

Consumer Defensive
1
+ 0.18%
$54.27 - $63.81 $54.3 - $63.8
567 $36.2M
ALLY
Ally Financial Inc.

Financial Services
2
+ 0.04%
$32.99 - $40.09 $66 - $80.2
4.94K $180M
UTG
Reaves Utility Income Fund

Financial Services
27
+ 1.72%
$31.08 - $34.42 $839 - $929
1.6K $51.9M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3
+ 0.33%
$29.06 - $32.62 $87.2 - $97.9
910 $28.6M
IYF
Ishares Tr

ETFs
1
+ 0.14%
$107.69 - $119.37 $108 - $119
697 $78.7M
EOG
Eog Resources Inc

Energy
2
+ 0.81%
$120.54 - $138.05 $241 - $276
250 $32M
C
Citigroup Inc

Financial Services
1
+ 0.04%
$67.23 - $84.63 $67.2 - $84.6
2.56K $182M
VUSB
Vanguard Bd Index Fds
18
+ 0.8%
N/A
2.28K $114M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
29
+ 0.27%
$7.89 - $8.07 $229 - $234
10.7K $85.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
2
+ 0.26%
$79.17 - $82.04 $158 - $164
758 $61.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
11
+ 2.81%
$156.61 - $168.02 $1.72K - $1.85K
402 $64.5M
RYN
Rayonier Inc

Real Estate
17
+ 5.0%
$24.95 - $28.24 $424 - $480
357 $9.95M
PHYL
Pgim ETF Tr

ETFs
23
+ 0.93%
$34.67 - $35.44 $797 - $815
2.5K $87M
AWR
American States Water CO

Utilities
3
+ 0.49%
$70.84 - $80.98 $213 - $243
612 $48.2M
AVD
American Vanguard Corp

Basic Materials
200
+ 100.0%
$4.21 - $6.27 $842 - $1.25K
400 $1.76M
Ishares High Yield Active ETF
9
+ 0.74%
N/A
1.22K $62M
EVX
Vaneck ETF Tr Environmental Se

ETFs
160
+ 400.0%
$33.9 - $179.35 $5.42K - $28.7K
200 $7.09M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2
+ 0.46%
$8.58 - $8.9 $17.2 - $17.8
434 $3.8M
OGN
Organon & Co.

Healthcare
5
+ 0.81%
$14.29 - $16.41 $71.4 - $82.1
619 $9.22M
IWY
Ishares Tr Russell 200 Growth

ETFs
10
+ 11.76%
$210.19 - $243.33 $2.1K - $2.43K
95 $20M
MFM
Mfs Municipal Income Trust

Financial Services
9
+ 0.65%
$5.3 - $5.59 $47.7 - $50.3
1.39K $7.34M
VMC
Vulcan Materials CO

Basic Materials
86
+ 10.11%
$220.9 - $277.54 $19K - $23.9K
937 $219M
KHC
Kraft Heinz CO

Consumer Defensive
3
+ 0.15%
$28.51 - $32.22 $85.5 - $96.7
2.03K $61.9M
FDVV
Fidelity High Dividend ETF

ETFs
13
+ 0.34%
$48.86 - $52.28 $635 - $680
3.84K $191M
FIP
Ftai Infrastructure LLC
1
+ 0.41%
$4.53 - $8.41 $4.53 - $8.41
246 $1.12M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.49%
$408.78 - $448.82 $409 - $449
205 $86.2M
CALM
Cal Maine Foods Inc

Consumer Defensive
1
+ 1.23%
$80.87 - $115.8 $80.9 - $116
82 $7.45M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
893
+ 5.18%
$21.23 - $23.75 $19K - $21.2K
18.1K $390M
INTU
Intuit Inc

Technology
54
+ 2.26%
$555.63 - $630.23 $30K - $34K
2.44K $1.5B
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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