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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.8B
$1.5 Billion 0.14% of portfolio
26,116
Q3 2024 Added 7.07%
$558M
$347 Million 0.03% of portfolio
18,751
Q3 2024 Reduced 4.8%
$307M
$122 Million 0.01% of portfolio
10,000
Q4 2023 New
$1.64B
$147 Million 0.01% of portfolio
5,675
Q3 2024 Reduced 5.42%
$481M
$401,000 0.0% of portfolio
9
Q2 2024 Reduced 10.0%
$1.86B
$1.68 Million 0.0% of portfolio
201
Q3 2024 Reduced 81.73%
$1.5B
$1.91 Million 0.0% of portfolio
60
Q3 2024 New
$729M
$173,000 0.0% of portfolio
79
Q1 2019 Added 158.23%
$1.19B
$459,000 0.0% of portfolio
30
Q4 2023 New
$513M
$7.93 Million 0.0% of portfolio
6,011
Q1 2024 Added 49.86%
$1.87B
$1.17 Million 0.0% of portfolio
95
Q1 2020 Reduced 78.95%
$893M
$34.5 Million 0.0% of portfolio
2,577
Q3 2024 New
$343M
$7.43 Million 0.0% of portfolio
218
Q1 2017 Added 232.57%
$752M
$8.16 Million 0.0% of portfolio
1,000
Q4 2023 New
$1.35B
$4.66 Million 0.0% of portfolio
415
Q2 2024 New
$947M
$619,000 0.0% of portfolio
14
Q4 2023 New
$1.77B
$2.3 Million 0.0% of portfolio
400
Q4 2023 New
$363M
$3.47 Million 0.0% of portfolio
550
Q4 2023 New
$1.87B
$1.04 Million 0.0% of portfolio
16
Q3 2024 New
$371M
$369,000 0.0% of portfolio
50
Q4 2023 New
$933M
$4.52 Million 0.0% of portfolio
126
Q4 2023 New
$384M
$137,000 0.0% of portfolio
100
Q4 2023 New
$687M
$1.45 Million 0.0% of portfolio
406
Q3 2024 New
$690M
$4 Million 0.0% of portfolio
200
Q2 2024 New
$437M
$7.95 Million 0.0% of portfolio
1,920
Q1 2024 Reduced 34.25%
$1.55B
$6.36 Million 0.0% of portfolio
2,100
Q4 2023 New
$593M
$2.2 Million 0.0% of portfolio
450
Q1 2024 New
$1.01B
$48.4 Million 0.0% of portfolio
3,284
Q4 2023 New
$358M
$651,000 0.0% of portfolio
41
Q3 2024 Reduced 19.61%
$1.13B
$282,000 0.0% of portfolio
20
Q1 2024 Reduced 35.48%
$798M
$2.28 Million 0.0% of portfolio
244
Q3 2024 New
$986M
$9.78 Million 0.0% of portfolio
1,127
Q3 2024 Added 1.35%
$863M
$42.1 Million 0.0% of portfolio
1,190
Q3 2024 Reduced 22.22%
$439M
$518,000 0.0% of portfolio
30
Q4 2023 New
$1.5B
$7.21 Million 0.0% of portfolio
261
Q1 2024 Reduced 49.9%
$1.42B
$12.2 Million 0.0% of portfolio
5,400
Q3 2024 Added 31.71%
$1.61B
$50 Million 0.0% of portfolio
1,100
Q1 2024 Added 175.0%
$1.78B
$13.1 Million 0.0% of portfolio
5,000
Q4 2021 Added 92.31%
$1.73B
$734,000 0.0% of portfolio
80
Q2 2020 Added 1,235.0%

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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