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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.7B
$5.12 Billion 0.53% of portfolio
8,768
Q2 2024 Added 3.09%
$0
$4.92 Billion 0.51% of portfolio
9,836
Q2 2024 Added 3.16%
$172B
$4.87 Billion 0.5% of portfolio
118,052
Q2 2024 Reduced 1.86%
$373B
$4.69 Billion 0.48% of portfolio
6,956
Q2 2024 Added 0.49%
$199B
$4.51 Billion 0.46% of portfolio
44,493
Q2 2024 Added 0.96%
$228B
$4.35 Billion 0.45% of portfolio
26,359
Q2 2024 Added 17.49%
$87.2B
$4.36 Billion 0.45% of portfolio
122,431
Q2 2024 Reduced 3.02%
$204B
$4.31 Billion 0.44% of portfolio
12,941
Q2 2024 Added 3.93%
$199B
$4.17 Billion 0.43% of portfolio
41,961
Q2 2024 Reduced 1.55%
$496B
$4.06 Billion 0.42% of portfolio
9,192
Q2 2024 Reduced 0.81%
$39.8B
$4.03 Billion 0.41% of portfolio
103,763
Q2 2024 Reduced 2.17%
$0
$4.02 Billion 0.41% of portfolio
16,312
Q2 2024 Reduced 1.56%
$368B
$4 Billion 0.41% of portfolio
100,678
Q2 2024 Added 10.55%
$146B
$4.01 Billion 0.41% of portfolio
143,303
Q2 2024 Reduced 1.28%
$0
$3.93 Billion 0.4% of portfolio
82,926
Q2 2024 Added 27.96%
$0
$3.78 Billion 0.39% of portfolio
14,212
Q2 2024 Reduced 6.15%
$0
$3.67 Billion 0.38% of portfolio
63,205
Q2 2024 Reduced 7.4%
$0
$3.57 Billion 0.37% of portfolio
51,526
Q2 2024 Added 8.93%
$160B
$3.64 Billion 0.37% of portfolio
15,405
Q2 2024 Added 16.7%
$40.9B
$3.51 Billion 0.36% of portfolio
38,035
Q2 2024 Reduced 2.06%
$148B
$3.54 Billion 0.36% of portfolio
49,926
Q2 2024 Added 69.67%
$0
$3.43 Billion 0.35% of portfolio
26,920
Q2 2024 Reduced 11.26%
$125B
$3.43 Billion 0.35% of portfolio
14,383
Q2 2024 Added 0.06%
$69B
$3.43 Billion 0.35% of portfolio
2,139
Q2 2024 Added 0.75%
$145B
$3.39 Billion 0.35% of portfolio
9,958
Q2 2024 Reduced 0.82%
$0
$3.33 Billion 0.34% of portfolio
98,968
Q2 2024 Added 9.3%
$0
$3.3 Billion 0.34% of portfolio
100,989
Q2 2024 Added 13.27%
$220B
$3.33 Billion 0.34% of portfolio
13,080
Q2 2024 Reduced 7.31%
$0
$3.32 Billion 0.34% of portfolio
33,282
Q2 2024 Reduced 2.58%
$61.4B
$3.17 Billion 0.33% of portfolio
81,488
Q2 2024 Added 0.27%
$76.3B
$3.23 Billion 0.33% of portfolio
29,330
Q2 2024 Reduced 3.03%
$191B
$3.19 Billion 0.33% of portfolio
81,435
Q2 2024 Reduced 34.1%
$0
$3.14 Billion 0.32% of portfolio
10,062
Q2 2024 Reduced 8.31%
$27B
$3.14 Billion 0.32% of portfolio
27,222
Q2 2024 Added 4.37%
$59.5B
$3.09 Billion 0.32% of portfolio
1,042
Q2 2024 Added 5.79%
$74.9B
$3.02 Billion 0.31% of portfolio
90,179
Q2 2024 Reduced 0.22%
$61.3B
$3.03 Billion 0.31% of portfolio
14,095
Q1 2024 Reduced 0.28%
$28.8B
$3.02 Billion 0.31% of portfolio
50,039
Q2 2024 Reduced 2.86%
$0
$2.87 Billion 0.3% of portfolio
5,280
Q2 2024 Added 1.83%
$0
$2.96 Billion 0.3% of portfolio
38,089
Q2 2024 Added 4.41%
$0
$2.95 Billion 0.3% of portfolio
17,178
Q2 2024 Added 0.08%
$44.4B
$2.86 Billion 0.29% of portfolio
20,726
Q2 2024 Reduced 2.63%
$97.4B
$2.69 Billion 0.28% of portfolio
4,963
Q2 2024 Added 4.29%
$238B
$2.68 Billion 0.28% of portfolio
56,474
Q2 2024 Reduced 1.51%
$74.5B
$2.66 Billion 0.27% of portfolio
44,100
Q2 2024 Added 19.24%
$76.9B
$2.67 Billion 0.27% of portfolio
2,528
Q2 2024 Reduced 3.14%
$89.9B
$2.59 Billion 0.27% of portfolio
39,571
Q2 2024 Reduced 0.16%
$83.8B
$2.66 Billion 0.27% of portfolio
4,474
Q2 2024 Added 49.68%
$14.4B
$2.52 Billion 0.26% of portfolio
49,403
Q1 2016 Reduced 1.2%

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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