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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.41B
$85 Million 0.01% of portfolio
1,400
Q1 2024 Added 250.0%
Knife River Corp Common Stock
-
$147 Million 0.01% of portfolio
-
Q4 2024 Reduced 3.33%
$0
$58.2 Million 0.01% of portfolio
4,000
Q1 2024 Reduced 29.96%
Jacobs Solutions Inc Com
-
$133 Million 0.01% of portfolio
-
Q3 2024 Added 1.22%
$0
$114 Million 0.01% of portfolio
6,500
Q3 2024 Added 85.71%
$7.07B
$72.5 Million 0.01% of portfolio
654
Q3 2024 Added 423.2%
Veralto Corp Com Shs
-
$116 Million 0.01% of portfolio
-
Q4 2024 Reduced 2.23%
$54.7B
$64.3 Million 0.01% of portfolio
371
Q1 2016 Reduced 86.52%
$75.7B
$116 Million 0.01% of portfolio
653
Q1 2024 Added 2.83%
$0
$107 Million 0.01% of portfolio
1,209
Q4 2024 Added 3.51%
$10.8B
$148 Million 0.01% of portfolio
5,362
Q1 2016 Added 3.17%
$0
$99.6 Million 0.01% of portfolio
444
Q2 2024 Added 2.78%
$0
$56.1 Million 0.01% of portfolio
426
Q4 2024 Added 9.79%
$0
$65.4 Million 0.01% of portfolio
1,000
Q2 2021 Added 4.49%
$0
$102 Million 0.01% of portfolio
1,007
Q1 2024 Added 0.7%
$12.8B
$63.8 Million 0.01% of portfolio
488
Q3 2024 New
Ishares High Yield Active ETF
-
$61.6 Million 0.01% of portfolio
-
Q4 2024 New
$26.1B
$74.6 Million 0.01% of portfolio
61
Q2 2024 Reduced 14.08%
$0
$92 Million 0.01% of portfolio
855
Q1 2016 Added 136.73%
$43.1B
$101 Million 0.01% of portfolio
244
Q4 2024 Reduced 11.59%
$0
$63.3 Million 0.01% of portfolio
391
Q4 2024 Added 6.54%
$17.8B
$93.5 Million 0.01% of portfolio
1,738
Q1 2016 Added 126.99%
$24B
$98.6 Million 0.01% of portfolio
686
Q3 2024 Added 1,219.23%
$0
$93.3 Million 0.01% of portfolio
706
Q3 2024 Reduced 6.61%
$0
$160 Million 0.01% of portfolio
5,845
Q4 2024 Reduced 2.0%
$112B
$88.2 Million 0.01% of portfolio
140
Q4 2024 Added 12.0%
$30.3B
$118 Million 0.01% of portfolio
3,602
Q4 2024 Reduced 22.15%
Arista Networks Inc Com Shs
-
$59.7 Million 0.01% of portfolio
-
Q4 2024 New
$0
$110 Million 0.01% of portfolio
1,189
Q2 2024 Reduced 59.01%
$0
$83.8 Million 0.01% of portfolio
10,658
Q4 2024 Added 0.54%
$0
$82.9 Million 0.01% of portfolio
856
Q4 2024 Added 1.06%
$15.1B
$160 Million 0.01% of portfolio
5,025
Q2 2024 Reduced 16.6%
Sila Realty Trust Inc Common Stock
-
$69.5 Million 0.01% of portfolio
-
Q2 2024 New
Ferguson Enterprises Inc Common Stock New
-
$97.5 Million 0.01% of portfolio
-
Q3 2024 New
$7.8B
$66.8 Million 0.01% of portfolio
2,100
Q3 2024 Reduced 8.7%
$5.66B
$63.9 Million 0.01% of portfolio
367
Q4 2024 Added 37.45%
$8.13B
$85 Million 0.01% of portfolio
376
Q4 2024 Reduced 3.34%
$61.8B
$150 Million 0.01% of portfolio
289
Q2 2024 Reduced 4.93%
$79.8B
$61.3 Million 0.01% of portfolio
65
Q3 2024 Added 14.04%
$19.5B
$90.4 Million 0.01% of portfolio
1,545
Q3 2024 New
$34.7B
$92.8 Million 0.01% of portfolio
1,738
Q4 2024 Added 1.11%
$5.86B
$79.1 Million 0.01% of portfolio
2,495
Q1 2016 Reduced 58.32%
$3.04B
$72.5 Million 0.01% of portfolio
2,350
Q3 2024 Added 20.51%
$0
$54.3 Million 0.01% of portfolio
462
Q4 2023 New
$131B
$88.3 Million 0.01% of portfolio
830
Q4 2024 Reduced 1.89%
$21.8B
$57.8 Million 0.01% of portfolio
1,766
Q4 2024 Added 0.11%
$0
$90.2 Million 0.01% of portfolio
1,192
Q4 2024 Reduced 16.82%
$12.1B
$59.6 Million 0.01% of portfolio
894
Q4 2024 Reduced 0.56%
$347B
$67.5 Million 0.01% of portfolio
274
Q3 2024 Added 448.0%

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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