Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $972 Billion
  • Q2 2024

Anchor Investment Management, LLC has filed its 13F form on September 20, 2024 for Q2 2024 where it was disclosed a total value porftolio of $972 Billion distributed in 1006 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.4B, Visa Inc. with a value of $26.6B, Apple Inc. with a value of $26.4B, Schwab Strategic Tr Us Large C with a value of $22.3B, and Invesco Qqq Trust, Series 1 with a value of $20.2B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $954B to 972B.

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 $972 Billion
ETFs: $253 Billion
Technology: $152 Billion
Financial Services: $117 Billion
Healthcare: $116 Billion
Industrials: $75.9 Billion
Consumer Defensive: $63.7 Billion
Communication Services: $62.4 Billion
Consumer Cyclical: $56.2 Billion
Other: $66.9 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.66B
$1.53 Billion 0.16% of portfolio
24,392
Q2 2024 Added 9,035.58%
$539M
$370 Million 0.04% of portfolio
19,696
Q3 2023 Reduced 9.16%
$943M
$265 Million 0.03% of portfolio
324
Q2 2024 Added 13.68%
$1.57B
$87.8 Million 0.01% of portfolio
6,000
Q2 2024 Reduced 19.19%
$463M
$392,000 0.0% of portfolio
9
Q2 2024 Reduced 10.0%
$782M
$184,000 0.0% of portfolio
79
Q1 2019 Added 158.23%
$1.14B
$457,000 0.0% of portfolio
30
Q4 2023 New
$552M
$5.83 Million 0.0% of portfolio
6,011
Q1 2024 Added 49.86%
$1.75B
$1.4 Million 0.0% of portfolio
95
Q1 2020 Reduced 78.95%
$342M
$6.37 Million 0.0% of portfolio
218
Q1 2017 Added 232.57%
$730M
$10.6 Million 0.0% of portfolio
1,000
Q4 2023 New
$1.35B
$4.15 Million 0.0% of portfolio
415
Q2 2024 New
$991M
$491,000 0.0% of portfolio
14
Q4 2023 New
$1.03B
$2.56 Million 0.0% of portfolio
50
Q4 2023 New
$1.73B
$1.97 Million 0.0% of portfolio
400
Q4 2023 New
$363M
$3.32 Million 0.0% of portfolio
550
Q4 2023 New
$927M
$4.28 Million 0.0% of portfolio
126
Q4 2023 New
$381M
$151,000 0.0% of portfolio
100
Q4 2023 New
$628M
$3.8 Million 0.0% of portfolio
200
Q2 2024 New
$349M
$4.7 Million 0.0% of portfolio
1,920
Q1 2024 Reduced 34.25%
$748M
$7.39 Million 0.0% of portfolio
2,100
Q4 2023 New
$650M
$2.3 Million 0.0% of portfolio
450
Q1 2024 New
$973M
$42 Million 0.0% of portfolio
3,284
Q4 2023 New
$362M
$931,000 0.0% of portfolio
51
Q2 2022 Reduced 15.98%
$859M
$250,000 0.0% of portfolio
20
Q1 2024 Reduced 35.48%
$751M
$2.8 Million 0.0% of portfolio
132
Q4 2023 New
$1.02B
$10.9 Million 0.0% of portfolio
1,112
Q2 2024 Added 1.0%
$969M
$29.1 Million 0.0% of portfolio
1,530
Q2 2024 Reduced 8.11%
$1.09B
$43,000 0.0% of portfolio
1
Q2 2024 New
$439M
$408,000 0.0% of portfolio
30
Q4 2023 New
$1.42B
$7.21 Million 0.0% of portfolio
261
Q1 2024 Reduced 49.9%
$890M
$319,000 0.0% of portfolio
16
Q1 2024 Reduced 67.35%
$707M
$1.48 Million 0.0% of portfolio
200
Q4 2023 New
$1.14B
$9.55 Million 0.0% of portfolio
4,100
Q2 2024 Added 57.69%
$1.63B
$47.4 Million 0.0% of portfolio
1,100
Q1 2024 Added 175.0%
$1.9B
$47 Million 0.0% of portfolio
1,950
Q1 2016 Added 166.67%
$1.39B
$12.4 Million 0.0% of portfolio
5,000
Q4 2021 Added 92.31%
$1.45B
$782,000 0.0% of portfolio
80
Q2 2020 Added 1,235.0%
$1.74B
$428,000 0.0% of portfolio
25
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 1,006
  • Current Value $972 Billion
  • Prior Value $954 Billion
  • Filing
  • Period Q2 2024
  • Filing Date September 20, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 50 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 240 stocks
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