Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q4 2024

Anchor Investment Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1024 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.5B, Visa Inc. with a value of $32.5B, Apple Inc. with a value of $32.5B, Schwab Strategic Tr Us Large C with a value of $26B, and Invesco Qqq Trust, Series 1 with a value of $21B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $1.06T to 1.07T.

Anchor Investment Management, LLC is based out at Columbia, SC

Below you can find more details about Anchor Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.07 Trillion
ETFs: $290 Billion
Technology: $158 Billion
Financial Services: $142 Billion
Healthcare: $113 Billion
Industrials: $88.2 Billion
Communication Services: $68 Billion
Consumer Cyclical: $66.8 Billion
Consumer Defensive: $65.5 Billion
Other: $68.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.7B
$716 Million 0.07% of portfolio
1,005
Q4 2024 Added 17.13%
$236B
$732 Million 0.07% of portfolio
7,526
Q3 2024 Reduced 0.99%
$72.8B
$705 Million 0.07% of portfolio
1,503
Q4 2024 Reduced 0.07%
$45.4B
$740 Million 0.07% of portfolio
5,471
Q4 2024 Added 1.71%
$23.8B
$651 Million 0.06% of portfolio
5,974
Q4 2024 Reduced 6.28%
$16B
$597 Million 0.06% of portfolio
20,463
Q4 2024 Added 79.19%
$72B
$687 Million 0.06% of portfolio
2,422
Q1 2024 Added 2.58%
$17.1B
$626 Million 0.06% of portfolio
12,892
Q4 2024 Reduced 3.2%
$107B
$609 Million 0.06% of portfolio
7,235
Q4 2024 Reduced 0.18%
$26.2B
$608 Million 0.06% of portfolio
3,241
Q3 2024 Added 4.11%
$224B
$652 Million 0.06% of portfolio
5,186
Q4 2024 Reduced 23.28%
$30.1B
$604 Million 0.06% of portfolio
2,382
Q4 2024 Reduced 4.41%
$106B
$669 Million 0.06% of portfolio
12,792
Q4 2024 Reduced 2.9%
$21.3B
$694 Million 0.06% of portfolio
8,200
Q4 2024 Reduced 1.2%
$46.4B
$603 Million 0.06% of portfolio
11,204
Q4 2024 Reduced 11.13%
$113B
$566 Million 0.05% of portfolio
1,406
Q4 2024 Reduced 11.18%
$95.6B
$511 Million 0.05% of portfolio
14,080
Q4 2024 Reduced 4.65%
$31.5B
$542 Million 0.05% of portfolio
2,452
Q4 2024 Reduced 0.81%
$82.1B
$534 Million 0.05% of portfolio
11,903
Q4 2024 Reduced 15.87%
$19.8B
$489 Million 0.05% of portfolio
5,787
Q4 2024 Reduced 1.11%
$14.2B
$543 Million 0.05% of portfolio
7,530
Q4 2024 Reduced 5.04%
$44B
$551 Million 0.05% of portfolio
2,621
Q4 2024 Reduced 0.15%
$64.5B
$497 Million 0.05% of portfolio
6,066
Q4 2024 Reduced 0.8%
$199B
$492 Million 0.05% of portfolio
942
Q4 2024 Reduced 8.01%
$117B
$528 Million 0.05% of portfolio
2,485
Q3 2024 Added 33.17%
$160B
$525 Million 0.05% of portfolio
1,239
Q3 2024 Reduced 1.98%
$11.5B
$403 Million 0.04% of portfolio
10,958
Q4 2024 Reduced 1.78%
$167B
$379 Million 0.04% of portfolio
1,583
Q3 2024 Added 55.04%
$63.2B
$391 Million 0.04% of portfolio
5,722
Q4 2024 Reduced 0.4%
$52.9B
$391 Million 0.04% of portfolio
4,235
Q4 2024 Reduced 17.88%
$99.3B
$427 Million 0.04% of portfolio
2,326
Q4 2024 Reduced 0.04%
$43.7B
$410 Million 0.04% of portfolio
2,931
Q4 2024 Added 0.03%
$104B
$407 Million 0.04% of portfolio
2,360
Q4 2024 Reduced 6.9%
$22.4B
$419 Million 0.04% of portfolio
2,295
Q4 2024 Added 0.04%
$131B
$420 Million 0.04% of portfolio
1,265
Q4 2024 Added 7.39%
$25.9B
$409 Million 0.04% of portfolio
3,282
Q4 2024 Added 0.89%
$5.05B
$417 Million 0.04% of portfolio
1,183
Q4 2024 Reduced 8.08%
$237B
$326 Million 0.03% of portfolio
5,197
Q4 2024 Reduced 7.15%
$37.3B
$339 Million 0.03% of portfolio
1,500
Q3 2024 Reduced 2.6%
$8.26B
$272 Million 0.03% of portfolio
1,755
Q4 2024 Added 3.85%
$31.6B
$332 Million 0.03% of portfolio
3,251
Q4 2024 Reduced 0.31%
$49.3B
$289 Million 0.03% of portfolio
5,081
Q4 2024 Added 0.02%
$16.4B
$339 Million 0.03% of portfolio
9,122
Q4 2024 Reduced 3.18%
$30.6B
$304 Million 0.03% of portfolio
14,375
Q4 2024 Added 400.0%
$0
$373 Million 0.03% of portfolio
42,869
Q2 2024 Reduced 10.45%
$8.64B
$345 Million 0.03% of portfolio
1,400
Q1 2024 Added 250.0%
$19.4B
$350 Million 0.03% of portfolio
3,160
Q4 2024 Reduced 1.56%
-
$363 Million 0.03% of portfolio
-
Q4 2024 Reduced 12.72%
$49.3B
$374 Million 0.03% of portfolio
6,110
Q2 2024 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 1,024
  • Current Value $1.07 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 248 stocks
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