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
$81.8B
$267 Million 0.03% of portfolio
1,543
Q2 2024 Reduced 2.22%
$15.1B
$250 Million 0.03% of portfolio
1,117
Q1 2024 Reduced 1.76%
$0
$285 Million 0.03% of portfolio
16,660
Q2 2024 Added 0.08%
$128B
$335 Million 0.03% of portfolio
2,710
Q2 2024 Reduced 3.04%
$7.6B
$249 Million 0.03% of portfolio
4,500
Q2 2021 Reduced 77.78%
$0
$297 Million 0.03% of portfolio
3,260
Q2 2024 Reduced 5.75%
Ge Vernova Inc Com
-
$326 Million 0.03% of portfolio
-
Q2 2024 New
$0
$322 Million 0.03% of portfolio
2,142
Q2 2024 Reduced 2.5%
$48.2B
$266 Million 0.03% of portfolio
3,263
Q2 2024 Reduced 11.74%
$0
$274 Million 0.03% of portfolio
6,268
Q2 2024 Added 0.02%
$27.5B
$284 Million 0.03% of portfolio
2,078
Q2 2024 Reduced 17.31%
$10.2B
$258 Million 0.03% of portfolio
242
Q1 2024 Reduced 5.84%
$0
$304 Million 0.03% of portfolio
968
Q1 2024 Reduced 1.02%
$0
$244 Million 0.03% of portfolio
790
Q2 2024 Added 4.36%
$0
$265 Million 0.03% of portfolio
3,595
Q1 2024 Added 2.86%
$11.8B
$310 Million 0.03% of portfolio
805
Q2 2024 Added 17.52%
$6.29B
$333 Million 0.03% of portfolio
1,255
Q1 2024 Added 2.03%
$0
$336 Million 0.03% of portfolio
1,128
Q1 2016 Reduced 86.7%
$46.8B
$202 Million 0.02% of portfolio
1,721
Q1 2024 Added 0.82%
$27.5B
$217 Million 0.02% of portfolio
10,250
Q1 2016 Added 16.93%
$0
$168 Million 0.02% of portfolio
744
Q2 2024 Added 43.35%
$34.2B
$231 Million 0.02% of portfolio
4,306
Q2 2024 Reduced 3.91%
$29.5B
$164 Million 0.02% of portfolio
3,293
Q2 2024 Added 3.29%
$37.6B
$212 Million 0.02% of portfolio
851
Q1 2016 Reduced 17.74%
Corpay Inc Com Shs
-
$214 Million 0.02% of portfolio
-
Q2 2024 Reduced 9.55%
$0
$179 Million 0.02% of portfolio
1,061
Q2 2024 New
$38.9B
$164 Million 0.02% of portfolio
1,237
Q1 2016 Added 241.96%
$9.17B
$204 Million 0.02% of portfolio
4,000
Q3 2023 Added 33.33%
$120B
$150 Million 0.02% of portfolio
3,100
Q1 2016 Added 485.52%
$0
$183 Million 0.02% of portfolio
3,904
Q2 2024 Added 3.12%
$58.9B
$237 Million 0.02% of portfolio
366
Q1 2024 Added 0.55%
$10.1B
$190 Million 0.02% of portfolio
441
Q1 2024 Reduced 6.17%
$41.6B
$220 Million 0.02% of portfolio
2,736
Q2 2024 Added 22.75%
$0
$188 Million 0.02% of portfolio
1,234
Q2 2024 Added 6.29%
$64.8B
$203 Million 0.02% of portfolio
868
Q2 2024 Reduced 7.26%
$24.5B
$163 Million 0.02% of portfolio
8,144
Q2 2024 Added 2.2%
$37.7B
$190 Million 0.02% of portfolio
900
Q2 2019 Added 66.67%
$0
$167 Million 0.02% of portfolio
1,659
Q2 2024 Added 0.48%
$0
$214 Million 0.02% of portfolio
4,182
Q2 2024 Added 26.08%
$33.2B
$199 Million 0.02% of portfolio
3,000
Q1 2020 Reduced 68.13%
$151B
$212 Million 0.02% of portfolio
1,021
Q2 2024 Added 5.48%
$0
$229 Million 0.02% of portfolio
3,100
Q2 2024 Reduced 4.62%
$12.1B
$169 Million 0.02% of portfolio
1,720
Q2 2024 Reduced 8.02%
$11.9B
$223 Million 0.02% of portfolio
1,690
Q2 2024 Reduced 3.15%
$95.3B
$155 Million 0.02% of portfolio
2,060
Q2 2024 Reduced 6.36%
$0
$175 Million 0.02% of portfolio
3,500
Q2 2024 Added 250.0%
$0
$201 Million 0.02% of portfolio
2,717
Q2 2024 Added 4.02%
$33.8B
$197 Million 0.02% of portfolio
2,200
Q1 2017 Added 0.62%
$25.3B
$191 Million 0.02% of portfolio
14,500
Q1 2019 Reduced 83.1%

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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