Anchor Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI Anchor Investment Management, LLC | Institutional Filer | ▼ 2.60% | $1.20B | 1067 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1067)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 102K | $37.7M | 3.14% |
| 2 | AAPL | Apple Inc. | Technology | 130K | $33.0M | 2.75% |
| 3 | V | Visa Inc. | Financial Services | 108K | $32.5M | 2.71% |
| 4 | SCHX | SCHWAB U.S. LARGE-CAP ETF | — | 1.2M | $30.6M | 2.55% |
| 5 | GOOG | Alphabet Inc. | Technology | 89K | $25.7M | 2.14% |
| 6 | FCNCA | First Citizens BancShares, Inc. | Financial Services | 13K | $24.9M | 2.08% |
| 7 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | — | 1.2M | $24.1M | 2.01% |
| 8 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | — | 1.2M | $23.6M | 1.96% |
| 9 | JNJ | Johnson & Johnson | Healthcare | 88K | $21.4M | 1.79% |
| 10 | GOOGL | Alphabet Inc. | Technology | 74K | $21.3M | 1.78% |
| 11 | BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | — | 1.1M | $21.3M | 1.77% |
| 12 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 28K | $19.4M | 1.62% |
| 13 | ABBV | AbbVie Inc. | Healthcare | 88K | $19.1M | 1.59% |
| 14 | QQQM | INVESCO NASDAQ 100 ETF | — | 77K | $18.4M | 1.53% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 36K | $17.1M | 1.43% |
Showing 1 to 15 of 1000 holdings