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
$27.5B
$2.47 Billion 0.25% of portfolio
42,849
Q2 2024 Reduced 1.81%
$146B
$2.4 Billion 0.25% of portfolio
32,592
Q2 2024 Added 7.05%
$0
$2.38 Billion 0.24% of portfolio
28,411
Q2 2024 Added 11.37%
$103B
$2.33 Billion 0.24% of portfolio
75,197
Q2 2024 Reduced 39.23%
$4.91B
$2.34 Billion 0.24% of portfolio
46,137
Q2 2024 Added 0.13%
$146B
$2.37 Billion 0.24% of portfolio
43,011
Q2 2024 Added 0.12%
$0
$2.36 Billion 0.24% of portfolio
10,028
Q2 2024 Reduced 24.62%
$25.1B
$2.34 Billion 0.24% of portfolio
8,365
Q2 2024 Added 8.62%
$2.24B
$2.36 Billion 0.24% of portfolio
22,203
Q2 2024 Added 7.24%
$0
$2.26 Billion 0.23% of portfolio
16,368
Q2 2024 Added 1,268.56%
$141B
$2.25 Billion 0.23% of portfolio
30,963
Q2 2024 Added 2.48%
$17.4B
$2.13 Billion 0.22% of portfolio
16,081
Q2 2024 Added 3.47%
$11.8B
$2.16 Billion 0.22% of portfolio
19,791
Q2 2024 Added 0.5%
$30.8B
$2.18 Billion 0.22% of portfolio
8,092
Q2 2024 Reduced 3.57%
$0
$2.07 Billion 0.21% of portfolio
77,753
Q2 2024 Reduced 4.03%
$215B
$2.06 Billion 0.21% of portfolio
8,902
Q2 2024 Added 16.06%
$158B
$1.94 Billion 0.2% of portfolio
6,211
Q2 2024 Added 3.1%
$197B
$1.92 Billion 0.2% of portfolio
485
Q1 2016 Added 155.67%
$0
$1.89 Billion 0.19% of portfolio
9,309
Q2 2024 Added 11.33%
$177B
$1.8 Billion 0.19% of portfolio
9,255
Q2 2024 Reduced 3.67%
$238B
$1.88 Billion 0.19% of portfolio
13,150
Q2 2024 Added 0.46%
$99.2B
$1.86 Billion 0.19% of portfolio
32,044
Q2 2024 Added 5.8%
Gsk PLC Sponsored Adr
-
$1.87 Billion 0.19% of portfolio
-
Q2 2024 Reduced 1.92%
$983B
$1.74 Billion 0.18% of portfolio
8,776
Q2 2024 Reduced 3.31%
$69.3B
$1.74 Billion 0.18% of portfolio
19,532
Q2 2024 Reduced 0.86%
$0
$1.74 Billion 0.18% of portfolio
10,835
Q2 2024 Reduced 9.61%
$228B
$1.72 Billion 0.18% of portfolio
5,661
Q2 2024 Added 1.09%
$141B
$1.78 Billion 0.18% of portfolio
3,805
Q1 2024 Added 0.11%
$54B
$1.64 Billion 0.17% of portfolio
10,450
Q2 2024 Added 508.27%
$0
$1.63 Billion 0.17% of portfolio
4,368
Q2 2024 Added 15.13%
$0
$1.53 Billion 0.16% of portfolio
22,298
Q2 2024 Added 4.21%
$52.6B
$1.55 Billion 0.16% of portfolio
13,033
Q2 2024 Reduced 6.24%
$0
$1.57 Billion 0.16% of portfolio
7,181
Q2 2024 Reduced 0.92%
$1.66B
$1.53 Billion 0.16% of portfolio
24,392
Q2 2024 Added 9,035.58%
$80.3B
$1.55 Billion 0.16% of portfolio
5,335
Q2 2024 Added 3.73%
$98.8B
$1.58 Billion 0.16% of portfolio
4,768
Q2 2024 Added 4.7%
$175B
$1.51 Billion 0.16% of portfolio
15,074
Q2 2024 Reduced 2.22%
$201B
$1.48 Billion 0.15% of portfolio
3,277
Q2 2024 Added 10.0%
$20.4B
$1.43 Billion 0.15% of portfolio
10,447
Q2 2024 Added 4.57%
$198B
$1.49 Billion 0.15% of portfolio
2,265
Q2 2024 Reduced 1.65%
$2.63B
$1.46 Billion 0.15% of portfolio
92,905
Q2 2024 Added 201.36%
$0
$1.41 Billion 0.15% of portfolio
67,863
Q2 2024 Added 9.76%
$174B
$1.49 Billion 0.15% of portfolio
5,961
Q2 2024 Reduced 2.9%
$0
$1.5 Billion 0.15% of portfolio
8,614
Q2 2024 Reduced 1.07%
$0
$1.35 Billion 0.14% of portfolio
26,028
Q2 2024 Reduced 12.35%
$54.6B
$1.34 Billion 0.14% of portfolio
5,984
Q2 2024 Added 14,495.12%
$166B
$1.4 Billion 0.14% of portfolio
3,137
Q2 2024 Reduced 2.64%
$978B
$1.37 Billion 0.14% of portfolio
7,910
Q2 2024 Reduced 7.49%
$22.8B
$1.38 Billion 0.14% of portfolio
12,758
Q2 2024 Reduced 9.59%

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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