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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$197M
$695 Million 0.07% of portfolio
32,424
Q1 2024 Added 4.22%
$228M
$6.29 Million 0.0% of portfolio
1,094
Q3 2024 Added 1.11%
$152M
$1.06 Million 0.0% of portfolio
200
Q1 2024 New
$70.9M
$6.47 Million 0.0% of portfolio
1,297
Q3 2024 New
$272M
$1,000 0.0% of portfolio
1
Q2 2024 New
$273M
$15.6 Million 0.0% of portfolio
268
Q4 2023 New
$228M
$224,000 0.0% of portfolio
56
Q4 2021 Added 8.93%
$245M
$1.67 Million 0.0% of portfolio
200
Q4 2023 New
$278M
$15.1 Million 0.0% of portfolio
1,553
Q3 2024 New
$143M
$42,000 0.0% of portfolio
17
Q4 2023 New

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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