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
$1.01T
$1.55 Billion 0.14% of portfolio
7,835
Q4 2024 Reduced 2.23%
$0
$1.38 Billion 0.13% of portfolio
24,825
Q3 2024 New
$0
$1.4 Billion 0.13% of portfolio
67,931
Q4 2024 Added 0.05%
$0
$1.43 Billion 0.13% of portfolio
14,370
Q4 2024 Reduced 2.4%
Gsk PLC Sponsored Adr
-
$1.4 Billion 0.13% of portfolio
-
Q4 2024 Reduced 8.11%
$0
$1.43 Billion 0.13% of portfolio
7,732
Q4 2024 Added 1.01%
$77.2B
$1.32 Billion 0.12% of portfolio
5,224
Q4 2024 Added 0.6%
Linde PLC Shs
-
$1.24 Billion 0.12% of portfolio
-
Q4 2024 Added 4.52%
$55.4B
$1.25 Billion 0.12% of portfolio
63,655
Q2 2024 Reduced 5.18%
$8.41B
$1.32 Billion 0.12% of portfolio
9,800
Q3 2024 Reduced 0.51%
$98.4B
$1.24 Billion 0.12% of portfolio
8,349
Q4 2024 Reduced 0.55%
$291B
$1.27 Billion 0.12% of portfolio
3,804
Q4 2024 Reduced 11.33%
$0
$1.33 Billion 0.12% of portfolio
10,459
Q4 2024 Reduced 2.94%
$0
$1.16 Billion 0.11% of portfolio
62,474
Q4 2024 Added 104.04%
$22.1B
$1.14 Billion 0.11% of portfolio
8,172
Q1 2024 Added 0.07%
$15.2B
$1.18 Billion 0.11% of portfolio
20,512
Q4 2024 Reduced 1.25%
$210B
$1.22 Billion 0.11% of portfolio
1,155
Q4 2024 Reduced 15.32%
$89.6B
$1.2 Billion 0.11% of portfolio
2,532
Q4 2024 Reduced 17.04%
$200B
$1.22 Billion 0.11% of portfolio
3,469
Q4 2024 Reduced 43.46%
$20.3B
$1.19 Billion 0.11% of portfolio
11,223
Q4 2024 Reduced 7.61%
$97.9B
$1.19 Billion 0.11% of portfolio
4,317
Q4 2024 Added 31.58%
$118B
$1.19 Billion 0.11% of portfolio
11,987
Q4 2024 Added 5.87%
$143B
$1.14 Billion 0.11% of portfolio
4,955
Q4 2024 Reduced 17.95%
$145B
$1.16 Billion 0.11% of portfolio
13,447
Q3 2024 Added 2.26%
$70.5B
$1.11 Billion 0.1% of portfolio
35,335
Q3 2024 Reduced 1.4%
$0
$1.06 Billion 0.1% of portfolio
41,148
Q4 2024 Added 70.31%
$0
$1.09 Billion 0.1% of portfolio
9,707
Q4 2024 Reduced 2.53%
$297B
$1.11 Billion 0.1% of portfolio
1,607
Q4 2024 Added 16.87%
$0
$1.09 Billion 0.1% of portfolio
18,921
Q4 2024 Reduced 3.89%
$77.1B
$1.04 Billion 0.1% of portfolio
3,963
Q4 2024 Reduced 21.29%
$77.2B
$1.05 Billion 0.1% of portfolio
827
Q4 2024 Reduced 9.81%
$27.4B
$1.08 Billion 0.1% of portfolio
5,775
Q4 2024 Reduced 3.51%
$76.1B
$1.09 Billion 0.1% of portfolio
11,988
Q4 2024 Reduced 1.24%
$98.2B
$946 Million 0.09% of portfolio
10,368
Q4 2024 Reduced 16.15%
Labcorp Holdings Inc Com Shs
-
$932 Million 0.09% of portfolio
-
Q4 2024 Reduced 4.78%
$123B
$949 Million 0.09% of portfolio
5,361
Q4 2024 Added 0.75%
$63.1B
$1.01 Billion 0.09% of portfolio
36,858
Q4 2024 Added 0.36%
$189B
$953 Million 0.09% of portfolio
7,886
Q4 2024 Added 2.78%
$289B
$949 Million 0.09% of portfolio
13,507
Q4 2024 Reduced 15.07%
$0
$925 Million 0.09% of portfolio
5,662
Q4 2024 Added 2.54%
$130B
$983 Million 0.09% of portfolio
578
Q4 2024 Reduced 8.11%
$0
$962 Million 0.09% of portfolio
15,440
Q2 2024 Reduced 14.15%
$88.9B
$843 Million 0.08% of portfolio
42,037
Q4 2024 Reduced 20.44%
$42.2B
$896 Million 0.08% of portfolio
11,645
Q4 2024 Reduced 1.48%
$20.1B
$807 Million 0.08% of portfolio
17,114
Q4 2024 Reduced 2.3%
$61.9B
$849 Million 0.08% of portfolio
2,926
Q4 2024 Reduced 0.14%
$0
$861 Million 0.08% of portfolio
9,283
Q4 2024 Added 0.36%
$198B
$849 Million 0.08% of portfolio
37,280
Q4 2024 Added 0.0%
$73.8B
$882 Million 0.08% of portfolio
3,762
Q2 2024 Added 0.62%

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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