Anchor Investment Management, LLC Reduced Holdings in Q3 2024

Anchor Investment Management, LLC

  • $1.06 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-226
- 34.5%
$8.59 - $9.07 $1.94K - $2.05K
429 $3.87M
XLC
Select Sector Spdr Tr Communic

ETFs
-37
- 10.98%
$82.16 - $90.4 $3.04K - $3.34K
300 $27.1M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-530
- 89.08%
$2.88 - $5.17 $1.53K - $2.74K
65 $304K
FROG
J Frog LTD

Technology
-10
- 6.25%
$24.68 - $39.51 $247 - $395
150 $4.36M
CHK
Chesapeake Energy Corp

Energy
-19
- 13.57%
$70.32 - $83.77 $1.34K - $1.59K
121 $9.95M
GM
General Motors CO

Consumer Cyclical
-19
- 19.19%
$39.95 - $49.9 $759 - $948
80 $3.59M
PKI
Perkinelmer Inc

Healthcare
-75
- 20.0%
N/A
300 $38.3M
Wk Kellogg CO Com Shs
-38
- 36.89%
N/A
65 $1.11M
KD
Kyndryl Holdings, Inc.

Technology
-9
- 8.33%
$21.78 - $27.63 $196 - $249
99 $2.28M
PARA
Paramount Global

Communication Services
-80
- 3.89%
$9.98 - $11.95 $798 - $956
1.98K $21M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-327
- 5.39%
$59.93 - $66.52 $19.6K - $21.8K
5.74K $382M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-29
- 4.47%
$26.13 - $31.72 $758 - $920
620 $19.2M
IBB
Ishares Biotechnology ETF

ETFs
-204
- 5.55%
$135.09 - $149.47 $27.6K - $30.5K
3.47K $506M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3
- 4.41%
$150.01 - $182.29 $450 - $547
65 $11.8M
ED
Consolidated Edison Inc

Utilities
-300
- 13.64%
$88.42 - $104.97 $26.5K - $31.5K
1.9K $198M
INCY
Incyte Corp

Healthcare
-200
- 7.55%
$57.33 - $68.61 $11.5K - $13.7K
2.45K $162M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-75
- 4.21%
$53.41 - $57.9 $4.01K - $4.34K
1.71K $98.6M
NUDM
Nuveen Esg International Devel

ETFs
-67
- 4.29%
$30.15 - $34.01 $2.02K - $2.28K
1.5K $50.3M
ES
Eversource Energy

Utilities
-19
- 7.17%
$56.52 - $68.38 $1.07K - $1.3K
246 $16.7M
BWA
Borgwarner Inc

Consumer Cyclical
-200
- 8.7%
$31.19 - $36.75 $6.24K - $7.35K
2.1K $76.2M
USFD
Us Foods Holding Corp.

Consumer Defensive
-75
- 8.11%
$50.06 - $62.82 $3.75K - $4.71K
850 $52.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-50
- 6.61%
$125.95 - $142.04 $6.3K - $7.1K
706 $100M
IWV
Ishares Russell 3000 ETF

ETFs
-29
- 3.67%
$294.75 - $326.73 $8.55K - $9.48K
761 $249M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5
- 0.3%
$92.63 - $105.69 $463 - $528
1.65K $172M
AWK
American Water Works Company, Inc.

Utilities
-384
- 10.56%
$127.76 - $149.9 $49.1K - $57.6K
3.25K $476M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2
- 0.54%
$149.02 - $167.67 $298 - $335
367 $61.5M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-49
- 6.62%
$178.41 - $210.18 $8.74K - $10.3K
691 $137M
ENFR
Alerian Energy Infrastructure

ETFs
-176
- 2.59%
$26.22 - $28.65 $4.61K - $5.04K
6.61K $187M
HBAN
Huntington Bancshares Inc

Financial Services
-1K
- 6.9%
$12.84 - $15.15 $12.8K - $15.2K
13.5K $198M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-134
- 14.19%
$29.24 - $45.37 $3.92K - $6.08K
810 $36.5M
Veralto Corp Com Shs
-122
- 9.47%
N/A
1.17K $130M
LHX
L3 Harris Technologies, Inc.

Industrials
-114
- 4.16%
$221.96 - $243.27 $25.3K - $27.7K
2.63K $624M
GLDM
World Gold Trust

ETFs
-500
- 8.39%
$46.2 - $53.01 $23.1K - $26.5K
5.46K $285M
FDVV
Fidelity High Dividend ETF

ETFs
-94
- 2.41%
$46.26 - $50.65 $4.35K - $4.76K
3.81K $193M
SHOP
Shopify Inc.

Technology
-19
- 2.2%
$52.26 - $80.75 $993 - $1.53K
846 $67.8M
EMN
Eastman Chemical CO

Basic Materials
-100
- 5.81%
$93.82 - $113.74 $9.38K - $11.4K
1.62K $181M
FWRD
Forward Air Corp

Industrials
-340
- 22.22%
$18.65 - $37.23 $6.34K - $12.7K
1.19K $42.1M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-115
- 8.24%
$112.12 - $149.09 $12.9K - $17.1K
1.28K $189M
CTVA
Corteva, Inc.

Basic Materials
-199
- 3.77%
$50.72 - $58.78 $10.1K - $11.7K
5.08K $299M
MKTX
Marketaxess Holdings Inc

Financial Services
-25
- 6.04%
$193.39 - $261.08 $4.83K - $6.53K
389 $99.7M
DVY
Ishares Tr

ETFs
-58
- 3.28%
$119.99 - $135.74 $6.96K - $7.87K
1.71K $231M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-175
- 2.79%
$41.9 - $48.26 $7.33K - $8.45K
6.09K $292M
EEMV
Ishares Msci Emerging Markets

ETFs
-150
- 3.05%
$56.77 - $63.31 $8.52K - $9.5K
4.78K $299M
AMGN
Amgen Inc

Healthcare
-133
- 2.14%
$309.38 - $337.38 $41.1K - $44.9K
6.08K $1.96B
IXJ
Ishares Global Healthcare ETF

ETFs
-254
- 3.14%
$91.63 - $101.25 $23.3K - $25.7K
7.83K $769M
NKE
Nike, Inc.

Consumer Cyclical
-90
- 4.37%
$71.09 - $89.44 $6.4K - $8.05K
1.97K $174M
BR
Broadridge Financial Solutions, Inc.

Technology
-40
- 2.6%
$196.56 - $218.55 $7.86K - $8.74K
1.5K $323M
LYG
Lloyds Banking Group PLC

Financial Services
-2K
- 2.56%
$2.73 - $3.17 $5.46K - $6.34K
76K $237M
TRV
Travelers Companies, Inc.

Financial Services
-44
- 3.82%
$201.87 - $242.35 $8.88K - $10.7K
1.11K $260M
Activity Summary
Buys All Purchases 364 New Holdings 95 Increased Positions 269 Sells All Sells 216 Reductions 215 Sold out 1 Options Calls 0 Puts 0
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