Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.06 Trillion
  • Q3 2024

Anchor Investment Management, LLC has filed its 13F form on November 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Trillion distributed in 1052 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.5B, Apple Inc. with a value of $29.3B, Visa Inc. with a value of $28.3B, Schwab Strategic Tr Us Large C with a value of $25.5B, and Invesco Qqq Trust, Series 1 with a value of $20.9B.

Examining the 13F form we can see an increase of $87.8B in the current position value, from $972B to 1.06T. Also it can be appreciated an additional of 95 stocks purchases and 1 closed positions.

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 $1.06 Trillion
ETFs: $284 Billion
Technology: $156 Billion
Financial Services: $130 Billion
Healthcare: $125 Billion
Industrials: $82.6 Billion
Consumer Defensive: $69.9 Billion
Consumer Cyclical: $64 Billion
Communication Services: $62.3 Billion
Other: $74.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.5 Billion 2.41% of portfolio
375,706
Q3 2024 Added 8.14%
$0
$20.9 Billion 1.98% of portfolio
42,889
Q3 2024 Added 1.64%
$0
$19.2 Billion 1.82% of portfolio
931,510
Q3 2024 Added 1.71%
$0
$17.9 Billion 1.69% of portfolio
915,286
Q3 2024 Added 3.58%
$0
$17.4 Billion 1.64% of portfolio
882,415
Q3 2024 Added 4.14%
$0
$16.8 Billion 1.59% of portfolio
28,692
Q3 2024 Added 2.94%
$0
$7.23 Billion 0.68% of portfolio
36,009
Q3 2024 Added 28.9%
$0
$6.18 Billion 0.58% of portfolio
104,431
Q3 2024 Added 2.36%
$0
$5.88 Billion 0.56% of portfolio
115,953
Q3 2024 Added 3.54%
$0
$5.83 Billion 0.55% of portfolio
70,223
Q3 2024 Added 1.64%
$0
$5.37 Billion 0.51% of portfolio
10,171
Q3 2024 Added 3.41%
$0
$4.65 Billion 0.44% of portfolio
58,564
Q3 2024 Reduced 28.09%
$0
$4.59 Billion 0.43% of portfolio
8,000
Q3 2024 Added 51.52%
$0
$4.25 Billion 0.4% of portfolio
82,438
Q3 2024 Reduced 0.59%
$0
$4.07 Billion 0.38% of portfolio
14,429
Q3 2024 Added 1.53%
$0
$3.97 Billion 0.38% of portfolio
17,232
Q3 2024 Added 5.64%
$0
$3.73 Billion 0.35% of portfolio
33,894
Q3 2024 Added 1.84%
$0
$3.56 Billion 0.34% of portfolio
12,556
Q3 2024 Reduced 9.35%
$0
$3.56 Billion 0.34% of portfolio
29,045
Q3 2024 Added 7.89%
$0
$3.5 Billion 0.33% of portfolio
96,797
Q3 2024 Reduced 2.19%
$0
$3.5 Billion 0.33% of portfolio
99,697
Q3 2024 Reduced 1.28%
$0
$3.47 Billion 0.33% of portfolio
10,194
Q3 2024 Added 1.31%
$0
$3.26 Billion 0.31% of portfolio
38,517
Q3 2024 Added 1.12%
$0
$3.18 Billion 0.3% of portfolio
53,899
Q3 2024 Reduced 14.72%
$0
$2.92 Billion 0.28% of portfolio
29,981
Q3 2024 Added 5.53%
$0
$2.93 Billion 0.28% of portfolio
16,781
Q3 2024 Reduced 2.31%
$0
$2.67 Billion 0.25% of portfolio
10,265
Q3 2024 Added 2.36%
$0
$2.55 Billion 0.24% of portfolio
12,856
Q3 2024 Added 372.3%
$0
$2.49 Billion 0.23% of portfolio
17,106
Q3 2024 Added 4.51%
$0
$2.26 Billion 0.21% of portfolio
30,262
Q3 2024 New
$0
$2.21 Billion 0.21% of portfolio
63,652
Q3 2024 New
$0
$2.16 Billion 0.2% of portfolio
73,938
Q3 2024 Reduced 4.91%
$0
$2.15 Billion 0.2% of portfolio
9,862
Q3 2024 Added 5.94%
$0
$2.09 Billion 0.2% of portfolio
11,983
Q3 2024 Added 10.6%
$0
$2.03 Billion 0.19% of portfolio
7,700
Q3 2024 Reduced 3.64%
$0
$1.82 Billion 0.17% of portfolio
4,747
Q3 2024 Added 8.68%
$0
$1.69 Billion 0.16% of portfolio
7,136
Q3 2024 Reduced 0.63%
$0
$1.65 Billion 0.16% of portfolio
26,271
Q3 2024 Added 142.22%
$0
$1.64 Billion 0.15% of portfolio
22,365
Q3 2024 Added 0.3%
$0
$1.57 Billion 0.15% of portfolio
14,723
Q3 2024 Added 240.49%
$0
$1.52 Billion 0.14% of portfolio
24,825
Q3 2024 New
$0
$1.45 Billion 0.14% of portfolio
7,655
Q3 2024 Reduced 11.13%
$0
$1.38 Billion 0.13% of portfolio
10,776
Q3 2024 Reduced 5.46%
$0
$1.26 Billion 0.12% of portfolio
30,618
Q3 2024 Reduced 1.64%
$0
$1.28 Billion 0.12% of portfolio
10,953
Q3 2024 Added 1,508.37%
$0
$1.3 Billion 0.12% of portfolio
24,161
Q3 2024 Reduced 7.17%
$0
$1.24 Billion 0.12% of portfolio
19,686
Q3 2024 Added 0.74%
$0
$1.17 Billion 0.11% of portfolio
9,959
Q3 2024 Added 1.21%
$0
$961 Million 0.09% of portfolio
5,522
Q3 2024 Added 7.24%

Summary

  • Portfolio
  • No. of Stocks 1,052
  • Current Value $1.06 Trillion
  • Prior Value $972 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 95 stocks
  • Additional Purchases 269 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 215 stocks
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