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
$187B
$1.32 Billion 0.14% of portfolio
7,650
Q2 2024 Reduced 2.88%
$0
$1.35 Billion 0.14% of portfolio
11,398
Q2 2024 Added 1.98%
$8.06B
$1.38 Billion 0.14% of portfolio
18,082
Q2 2024 Reduced 2.69%
$82.9B
$1.26 Billion 0.13% of portfolio
5,302
Q2 2024 Reduced 3.07%
$62.7B
$1.28 Billion 0.13% of portfolio
21,440
Q2 2024 Added 0.05%
$72.3B
$1.23 Billion 0.13% of portfolio
20,747
Q2 2024 Reduced 20.76%
$0
$1.23 Billion 0.13% of portfolio
27,764
Q2 2024 Added 0.74%
$275B
$1.25 Billion 0.13% of portfolio
1,221
Q2 2024 Added 20.89%
$88.3B
$1.28 Billion 0.13% of portfolio
3,052
Q1 2024 Added 0.39%
$195B
$1.24 Billion 0.13% of portfolio
7,802
Q2 2024 Reduced 31.11%
$144B
$1.23 Billion 0.13% of portfolio
10,733
Q2 2024 Reduced 0.17%
$76.3B
$1.22 Billion 0.13% of portfolio
12,523
Q2 2024 Added 0.51%
$0
$1.2 Billion 0.12% of portfolio
31,128
Q2 2024 Added 1.57%
$13.7B
$1.13 Billion 0.12% of portfolio
20,772
Q2 2024 Reduced 3.17%
Linde PLC Shs
-
$1.17 Billion 0.12% of portfolio
-
Q2 2024 Added 8.94%
$0
$1.15 Billion 0.12% of portfolio
19,542
Q2 2024 Added 10.03%
$40.4B
$1.17 Billion 0.12% of portfolio
3,902
Q2 2024 Added 42.98%
$67B
$1.04 Billion 0.11% of portfolio
35,835
Q2 2024 Reduced 2.73%
$0
$1.07 Billion 0.11% of portfolio
9,840
Q2 2024 Added 6.89%
$52.9B
$1.03 Billion 0.11% of portfolio
63,655
Q2 2024 Reduced 5.18%
Simplify Mbs ETF
-
$1.06 Billion 0.11% of portfolio
-
Q2 2024 Added 486.11%
$69B
$1.12 Billion 0.11% of portfolio
873
Q2 2024 Added 19.75%
$114B
$983 Million 0.1% of portfolio
12,627
Q2 2024 Reduced 10.5%
$20.2B
$953 Million 0.1% of portfolio
8,172
Q1 2024 Added 0.07%
$82.3B
$965 Million 0.1% of portfolio
5,301
Q2 2024 Reduced 1.85%
$108B
$971 Million 0.1% of portfolio
7,385
Q1 2024 Added 10.47%
$210B
$1.01 Billion 0.1% of portfolio
1,286
Q2 2024 Added 8.07%
$8.94B
$1 Billion 0.1% of portfolio
9,850
Q1 2016 Reduced 86.8%
$224B
$960 Million 0.1% of portfolio
5,919
Q2 2024 Added 1.61%
$332B
$954 Million 0.1% of portfolio
3,709
Q2 2024 Added 5.55%
$35.8B
$955 Million 0.1% of portfolio
2,557
Q2 2024 Reduced 8.25%
$46.8B
$954 Million 0.1% of portfolio
19,477
Q2 2024 Reduced 4.73%
Labcorp Holdings Inc Com Shs
-
$870 Million 0.09% of portfolio
-
Q2 2024 New
$60.1B
$861 Million 0.09% of portfolio
43,321
Q2 2024 Reduced 19.8%
$276B
$895 Million 0.09% of portfolio
15,067
Q2 2024 Added 0.88%
$70.6B
$895 Million 0.09% of portfolio
3,762
Q2 2024 Added 0.62%
$22.3B
$912 Million 0.09% of portfolio
5,530
Q2 2024 Reduced 9.05%
$94.4B
$868 Million 0.09% of portfolio
528
Q2 2024 Reduced 5.55%
$0
$904 Million 0.09% of portfolio
15,440
Q2 2024 Reduced 14.15%
$41.8B
$809 Million 0.08% of portfolio
11,895
Q2 2024 Reduced 0.42%
$0
$751 Million 0.08% of portfolio
8,085
Q2 2024 Reduced 0.33%
$22.8B
$791 Million 0.08% of portfolio
27,850
Q2 2024 Reduced 4.11%
$0
$818 Million 0.08% of portfolio
9,450
Q2 2024 Reduced 14.05%
$222B
$809 Million 0.08% of portfolio
7,601
Q2 2024 Reduced 1.3%
$159B
$753 Million 0.08% of portfolio
39,393
Q2 2024 Reduced 12.86%
$70.6B
$791 Million 0.08% of portfolio
5,342
Q2 2024 Added 0.38%
$0
$762 Million 0.08% of portfolio
5,149
Q2 2024 Added 31.15%
$0
$782 Million 0.08% of portfolio
9,625
Q2 2024 Reduced 0.12%
$0
$762 Million 0.08% of portfolio
11,907
Q2 2024 Added 5.6%

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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