Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q1 2025

Anchor Investment Management, LLC has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1041 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.4B, Visa Inc. with a value of $37.5B, Apple Inc. with a value of $30.1B, Schwab Strategic Tr Us Large C with a value of $25B, and Invesco Et Self Idxd Fd Tr Bul with a value of $20.5B.

Examining the 13F form we can see an increase of $488M in the current position value, from $1.07T to 1.07T. Also it can be appreciated an additional of 39 stocks purchases and 1 closed positions.

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: $285 Billion
Technology: $149 Billion
Financial Services: $146 Billion
Healthcare: $120 Billion
Industrials: $87.8 Billion
Consumer Defensive: $70 Billion
Consumer Cyclical: $63.6 Billion
Communication Services: $62.3 Billion
Other: $74.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$193 Million 0.02% of portfolio
5,504
Q1 2025 Reduced 3.68%
$0
$265 Million 0.02% of portfolio
3,045
Q3 2024 New
$0
$164 Million 0.02% of portfolio
1,305
Q1 2017 Reduced 95.4%
$40.9B
$214 Million 0.02% of portfolio
2,850
Q4 2024 Reduced 0.38%
$0
$258 Million 0.02% of portfolio
3,454
Q1 2017 Reduced 91.31%
$0
$231 Million 0.02% of portfolio
1,720
Q1 2025 Added 0.23%
$3.94B
$185 Million 0.02% of portfolio
4,700
Q4 2023 New
$0
$248 Million 0.02% of portfolio
5,125
Q2 2021 Reduced 66.83%
$25.9B
$201 Million 0.02% of portfolio
1,177
Q1 2025 Added 1.82%
$0
$186 Million 0.02% of portfolio
1,983
Q3 2024 Added 5.99%
$4.31B
$174 Million 0.02% of portfolio
3,000
Q1 2024 Reduced 25.0%
$57.7B
$259 Million 0.02% of portfolio
2,094
Q4 2024 Reduced 0.38%
$42.6B
$232 Million 0.02% of portfolio
2,670
Q1 2025 Reduced 1.84%
$12.2B
$166 Million 0.02% of portfolio
1,865
Q4 2024 Reduced 2.61%
$38.4B
$196 Million 0.02% of portfolio
410
Q4 2024 Added 13.26%
Ge Healthcare Technologies Inc Common Stock
-
$204 Million 0.02% of portfolio
-
Q3 2024 Reduced 3.18%
$19B
$171 Million 0.02% of portfolio
1,434
Q1 2025 Added 0.21%
$14B
$196 Million 0.02% of portfolio
1,375
Q4 2024 Reduced 6.4%
$56.9B
$221 Million 0.02% of portfolio
7,100
Q2 2024 Added 14.52%
$70.1B
$266 Million 0.02% of portfolio
1,618
Q1 2025 Added 4.86%
$0
$223 Million 0.02% of portfolio
13,329
Q1 2025 Reduced 15.11%
$7.11B
$191 Million 0.02% of portfolio
4,092
Q4 2024 Reduced 9.91%
$0
$172 Million 0.02% of portfolio
9,400
Q1 2025 Added 44.62%
$7.16B
$180 Million 0.02% of portfolio
3,000
Q3 2024 Reduced 33.33%
$78.6B
$183 Million 0.02% of portfolio
419
Q4 2024 Reduced 3.68%
$30.9B
$201 Million 0.02% of portfolio
1,197
Q1 2025 Reduced 2.05%
$11.5B
$222 Million 0.02% of portfolio
3,438
Q1 2025 Reduced 1.01%
$0
$206 Million 0.02% of portfolio
367
Q1 2025 Reduced 8.25%
$0
$169 Million 0.02% of portfolio
5,440
Q1 2025 Reduced 6.93%
$0
$257 Million 0.02% of portfolio
3,141
Q1 2025 Reduced 3.09%
$0
$173 Million 0.02% of portfolio
2,544
Q4 2024 Added 24.46%
$87.3B
$261 Million 0.02% of portfolio
1,778
Q1 2025 Added 12.39%
$11.5B
$180 Million 0.02% of portfolio
4,942
Q1 2025 Added 0.04%
$0
$218 Million 0.02% of portfolio
6,643
Q1 2025 Added 0.23%
$10.2B
$258 Million 0.02% of portfolio
6,521
Q1 2025 Added 0.4%
Lam Research Corp Com New
-
$176 Million 0.02% of portfolio
-
Q4 2024 Added 806.74%
$96.6B
$190 Million 0.02% of portfolio
312
Q4 2024 Reduced 1.58%
$55.1B
$170 Million 0.02% of portfolio
289
Q2 2024 Reduced 4.93%
$0
$243 Million 0.02% of portfolio
764
Q1 2025 Added 0.13%
$0
$206 Million 0.02% of portfolio
4,901
Q4 2024 Added 18.3%
$185B
$182 Million 0.02% of portfolio
2,558
Q1 2025 Added 0.04%
$47.2B
$239 Million 0.02% of portfolio
3,148
Q3 2024 Added 109.87%
$11.4B
$223 Million 0.02% of portfolio
2,057
Q4 2024 Added 2.29%
$12B
$156 Million 0.01% of portfolio
1,685
Q1 2025 New
$8.72B
$62.4 Million 0.01% of portfolio
1,462
Q3 2024 New
$28.5B
$97.1 Million 0.01% of portfolio
1,797
Q3 2024 Added 724.31%
$27.4B
$147 Million 0.01% of portfolio
9,550
Q4 2024 Reduced 6.83%
$26.4B
$72.6 Million 0.01% of portfolio
198
Q1 2025 Added 33.78%
$0
$107 Million 0.01% of portfolio
519
Q1 2025 Reduced 3.71%

Summary

  • Portfolio
  • No. of Stocks 1,041
  • Current Value $1.07 Trillion
  • Prior Value $1.07 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 215 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 181 stocks
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