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
$0
$557 Million 0.05% of portfolio
2,966
Q4 2024 Added 3.31%
$64.5B
$497 Million 0.05% of portfolio
6,066
Q4 2024 Reduced 0.8%
$199B
$492 Million 0.05% of portfolio
942
Q4 2024 Reduced 8.01%
Ge Vernova Inc Com
-
$537 Million 0.05% of portfolio
-
Q4 2024 Reduced 14.77%
$0
$552 Million 0.05% of portfolio
3,100
Q2 2024 Reduced 21.62%
$117B
$528 Million 0.05% of portfolio
2,485
Q3 2024 Added 33.17%
$0
$576 Million 0.05% of portfolio
4,134
Q1 2024 Reduced 10.83%
$160B
$525 Million 0.05% of portfolio
1,239
Q3 2024 Reduced 1.98%
$0
$533 Million 0.05% of portfolio
7,048
Q4 2024 Added 0.99%
$11.5B
$403 Million 0.04% of portfolio
10,958
Q4 2024 Reduced 1.78%
$0
$391 Million 0.04% of portfolio
17,232
Q4 2024 Added 200.0%
$167B
$379 Million 0.04% of portfolio
1,583
Q3 2024 Added 55.04%
$0
$393 Million 0.04% of portfolio
7,164
Q4 2023 New
$0
$476 Million 0.04% of portfolio
2,716
Q4 2024 Added 11.04%
$0
$464 Million 0.04% of portfolio
7,882
Q4 2024 Reduced 8.61%
$63.2B
$391 Million 0.04% of portfolio
5,722
Q4 2024 Reduced 0.4%
$0
$476 Million 0.04% of portfolio
1,876
Q4 2024 Reduced 7.5%
$99.3B
$427 Million 0.04% of portfolio
2,326
Q4 2024 Reduced 0.04%
$0
$438 Million 0.04% of portfolio
12,435
Q3 2024 New
$43.7B
$410 Million 0.04% of portfolio
2,931
Q4 2024 Added 0.03%
$0
$452 Million 0.04% of portfolio
5,023
Q4 2024 Reduced 7.89%
$104B
$407 Million 0.04% of portfolio
2,360
Q4 2024 Reduced 6.9%
$0
$433 Million 0.04% of portfolio
3,278
Q4 2024 Reduced 5.64%
$0
$454 Million 0.04% of portfolio
10,113
Q2 2020 Reduced 25.93%
$22.4B
$419 Million 0.04% of portfolio
2,295
Q4 2024 Added 0.04%
$0
$446 Million 0.04% of portfolio
9,333
Q4 2024 Added 0.47%
$131B
$420 Million 0.04% of portfolio
1,265
Q4 2024 Added 7.39%
$0
$431 Million 0.04% of portfolio
5,581
Q4 2024 Reduced 6.75%
$25.9B
$409 Million 0.04% of portfolio
3,282
Q4 2024 Added 0.89%
$0
$466 Million 0.04% of portfolio
13,667
Q1 2020 Reduced 3.05%
$5.05B
$417 Million 0.04% of portfolio
1,183
Q4 2024 Reduced 8.08%
$237B
$326 Million 0.03% of portfolio
5,197
Q4 2024 Reduced 7.15%
$0
$298 Million 0.03% of portfolio
8,839
Q4 2024 Added 9.8%
Atlanta Braves Hldgs Inc Com Ser A
-
$277 Million 0.03% of portfolio
-
Q4 2024 Reduced 6.86%
$102B
$357 Million 0.03% of portfolio
1,476
Q4 2024 Reduced 5.14%
$37.3B
$339 Million 0.03% of portfolio
1,500
Q3 2024 Reduced 2.6%
$0
$290 Million 0.03% of portfolio
9,700
Q1 2016 Reduced 97.22%
$8.26B
$272 Million 0.03% of portfolio
1,755
Q4 2024 Added 3.85%
$9.29B
$284 Million 0.03% of portfolio
5,461
Q3 2024 Reduced 8.39%
$31.6B
$332 Million 0.03% of portfolio
3,251
Q4 2024 Reduced 0.31%
$0
$299 Million 0.03% of portfolio
6,000
Q3 2024 Added 71.43%
$49.3B
$289 Million 0.03% of portfolio
5,081
Q4 2024 Added 0.02%
$0
$294 Million 0.03% of portfolio
3,045
Q3 2024 New
$16.4B
$339 Million 0.03% of portfolio
9,122
Q4 2024 Reduced 3.18%
$30.6B
$304 Million 0.03% of portfolio
14,375
Q4 2024 Added 400.0%
$0
$277 Million 0.03% of portfolio
4,775
Q3 2024 Reduced 3.05%
$0
$268 Million 0.03% of portfolio
5,125
Q2 2021 Reduced 66.83%
$0
$373 Million 0.03% of portfolio
42,869
Q2 2024 Reduced 10.45%
$8.64B
$345 Million 0.03% of portfolio
1,400
Q1 2024 Added 250.0%

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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