Anchor Investment Management, LLC Reduced Holdings in Q1 2025

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
-500
- 6.64%
$97.14 - $115.57 $48.6K - $57.8K
7.03K $783M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-470
- 0.41%
$27.01 - $28.54 $12.7K - $13.4K
115K $3.2B
Linde PLC Shs
-132
- 4.46%
N/A
2.83K $1.32B
FOXA
Fox Corp

Communication Services
-298
- 2.31%
$47.9 - $58.0 $14.3K - $17.3K
12.6K $713M
SYK
Stryker Corp

Healthcare
-76
- 0.77%
$355.18 - $399.9 $27K - $30.4K
9.79K $3.64B
MO
Altria Group, Inc.

Consumer Defensive
-110
- 0.86%
$50.81 - $60.02 $5.59K - $6.6K
12.7K $761M
ELV
Elevance Health, Inc.

Healthcare
-911
- 12.31%
$365.9 - $436.25 $333K - $397K
6.49K $2.82B
BK
Bank Of New York Mellon Corp

Financial Services
-429
- 2.15%
$75.42 - $88.95 $32.4K - $38.2K
19.5K $1.64B
CSCO
Cisco Systems, Inc.

Technology
-427
- 0.77%
$58.74 - $64.87 $25.1K - $27.7K
54.9K $3.39B
AFL
Aflac Inc

Financial Services
-260
- 1.28%
$100.99 - $111.19 $26.3K - $28.9K
20K $2.23B
JPM
Jpmorgan Chase & CO

Financial Services
-334
- 0.83%
$225.19 - $279.95 $75.2K - $93.5K
40K $9.8B
CVS
Cvs Health Corp

Healthcare
-1.45K
- 12.15%
$44.22 - $68.64 $63.9K - $99.3K
10.5K $708M
Gsk PLC Sponsored Adr
-550
- 1.33%
N/A
40.9K $1.58B
NFLX
Netflix Inc

Communication Services
-70
- 1.07%
$828.4 - $1058.6 $58K - $74.1K
6.5K $6.06B
CI
Cigna Corp

Healthcare
-69
- 1.6%
$274.49 - $329.0 $18.9K - $22.7K
4.25K $1.4B
CHKP
Check Point Software Technologies LTD

Technology
-105
- 1.82%
$179.88 - $231.31 $18.9K - $24.3K
5.67K $1.29B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-499
- 1.28%
$56.12 - $68.15 $28K - $34K
38.4K $2.61B
RTX
Raytheon Technologies Corp

Industrials
-98
- 0.53%
$114.1 - $135.66 $11.2K - $13.3K
18.2K $2.41B
UNP
Union Pacific Corp

Industrials
-90
- 0.21%
$225.21 - $254.42 $20.3K - $22.9K
43.6K $10.3B
FISV
Fiserv Inc

Technology
-49
- 0.14%
N/A
34.6K $7.63B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5
- 0.2%
$1187.71 - $1432.58 $5.94K - $7.16K
2.46K $3.52B
SO
Southern CO

Utilities
-1.34K
- 1.75%
$80.96 - $92.96 $108K - $124K
75K $6.89B
LLY
Eli Lilly & CO

Healthcare
-29
- 0.21%
$725.72 - $929.72 $21K - $27K
14K $11.6B
WM
Waste Management Inc

Industrials
-352
- 1.18%
$200.54 - $233.78 $70.6K - $82.3K
29.6K $6.84B
ABT
Abbott Laboratories

Healthcare
-549
- 1.02%
$111.1 - $140.22 $61K - $77K
53.2K $7.06B
JNJ
Johnson & Johnson

Healthcare
-5.37K
- 5.86%
$142.06 - $167.7 $762K - $900K
86.3K $14.3B
KO
Coca Cola CO

Consumer Defensive
-632
- 0.52%
$60.81 - $72.32 $38.4K - $45.7K
121K $8.67B
ABBV
Abb Vie Inc.

Healthcare
-5.81K
- 6.4%
$169.2 - $216.66 $982K - $1.26M
84.9K $17.8B
PM
Philip Morris International Inc.

Consumer Defensive
-52
- 0.11%
$117.15 - $158.79 $6.09K - $8.26K
45.2K $7.17B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.15K
- 5.43%
$442.66 - $534.52 $950K - $1.15M
37.3K $19.9B
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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