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Anchor Investment Management

Latest statistics and disclosures from Anchor Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, V, AAPL, SCHX, GOOG, and represent 15.03% of Anchor Investment Management's stock portfolio.
Added to shares of these 10 stocks: SSB, SPOT, SHOP, ALNY, BA, VUG, BSCR, BSCS, SCHX, TXN.
Started 42 new stock positions in SG, ETHA, PSKY, Bull Horn Holdings Corp, CRWD, FALN, EOSE, OPCH, ESGV, COHR.
Reduced shares in these 10 stocks: South State Corporation, QCOM, UNH, DHR, AAPL, GLW, EQH, CI, CMG, META.
Sold out of its positions in ALGN, AMPH, BANC, DOCU, PLUS, EAF, GGAL, HXL, HNST, HDSN. BSMQ, BSMP, LSCC, Niocorp Developments, RICK, South State Corporation, SNREY, TPL, PARA, Viper Energy, Wk Kellogg, Walgreen Boots Alliance.
Anchor Investment Management was a net buyer of stock by $5.3M.
Anchor Investment Management has $1.2B in assets under management (AUM), dropping by 5.92%.
Central Index Key (CIK): 0001634149

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Portfolio Holdings for Anchor Investment Management

Anchor Investment Management holds 1065 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Anchor Investment Management has 1065 total positions. Only the first 250 positions are shown.

Sign up to view all of the Anchor Investment Management Sept. 30, 2025 positions
Download the Anchor Investment Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Stock (MSFT)	4.4	$53M		103k	517.95	View chart
Visa Inc Com Cl A Stock (V)	3.0	$37M		107k	341.38	View chart
Apple Stock (AAPL)	2.8	$34M	-2%	133k	254.63	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.5	$30M	+2%	1.2M	26.34	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.3	$27M		112k	243.55	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.9	$23M		39k	600.37	View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)	1.9	$23M		13k	1789.16	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	1.8	$22M	+3%	1.1M	19.71	View chart
Vanguard Information Technology Etf Etf (VGT)	1.8	$22M		30k	746.64	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.8	$21M		87k	243.10	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	1.7	$21M	+4%	1.0M	20.57	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	1.7	$20M	+2%	1.0M	19.56	View chart
Abbvie Stock (ABBV)	1.6	$20M		85k	231.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.6	$19M		38k	502.74	View chart
Johnson & Johnson Stock (JNJ)	1.4	$16M		89k	185.42	View chart
Amazon Stock (AMZN)	1.3	$16M		73k	219.57	View chart
Nvidia Corporation Stock (NVDA)	1.3	$15M		82k	186.58	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$14M	-2%	19k	734.38	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$13M	+3%	42k	315.43	View chart
Oracle Corp Stock (ORCL)	1.0	$12M	-2%	43k	281.24	View chart
Lowes Cos Stock (LOW)	1.0	$12M		46k	251.31	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$12M		102k	112.75	View chart
Eli Lilly & Co Stock (LLY)	0.9	$11M		14k	762.99	View chart
Union Pac Corp Stock (UNP)	0.9	$11M		44k	236.37	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.9	$10M	+4%	42k	247.12	View chart
Medtronic Stock (MDT)	0.9	$10M		109k	95.24	View chart
Duke Energy Corp Stock (DUK)	0.8	$10M		82k	123.75	View chart
Procter And Gamble Stock (PG)	0.8	$9.3M		61k	153.65	View chart
Unitedhealth Group Stock (UNH)	0.7	$8.8M	-9%	26k	345.30	View chart
Republic Svcs Stock (RSG)	0.7	$8.5M		37k	229.48	View chart
Home Depot Stock (HD)	0.7	$8.3M		21k	405.20	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.7	$8.3M	+6%	163k	50.73	View chart
Walmart Stock (WMT)	0.7	$7.9M		77k	103.06	View chart
Coca Cola Stock (KO)	0.7	$7.9M		119k	66.32	View chart
Netflix Stock (NFLX)	0.6	$7.8M	+4%	6.5k	1198.92	View chart
Costco Whsl Corp Stock (COST)	0.6	$7.7M		8.3k	925.67	View chart
Broadcom Stock (AVGO)	0.6	$7.7M		23k	329.91	View chart
Watsco Stock (WSO)	0.6	$7.4M		18k	404.30	View chart
Corning Stock (GLW)	0.6	$7.3M	-10%	89k	82.03	View chart
Southern Stock (SO)	0.6	$7.1M		75k	94.77	View chart
Abbott Labs Stock (ABT)	0.6	$7.1M		53k	133.94	View chart
Philip Morris Intl Stock (PM)	0.6	$6.8M	-2%	42k	162.20	View chart
Mckesson Corp Stock (MCK)	0.5	$6.6M		8.6k	772.54	View chart
Chevron Corp Stock (CVX)	0.5	$6.6M		43k	155.29	View chart
Waste Mgmt Inc Del Stock (WM)	0.5	$6.5M		29k	220.83	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.5	$6.5M		107k	60.08	View chart
Fedex Corp Stock (FDX)	0.5	$6.3M	-4%	27k	235.81	View chart
Caterpillar Stock (CAT)	0.5	$6.3M		13k	477.17	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.5	$6.1M		205k	29.64	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$6.0M		9.8k	612.37	View chart
Sherwin Williams Stock (SHW)	0.5	$6.0M		17k	346.25	View chart
Enbridge Stock (ENB)	0.5	$5.8M		114k	50.46	View chart
Qualcomm Stock (QCOM)	0.5	$5.7M	-19%	34k	166.36	View chart
Merck & Co Stock (MRK)	0.5	$5.7M		67k	83.93	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$5.5M	+3%	9.6k	568.83	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$5.4M		8.1k	666.21	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.4	$5.3M	-3%	20k	271.11	View chart
Verizon Communications Stock (VZ)	0.4	$5.2M		118k	43.95	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.4	$5.2M	+6%	61k	84.83	View chart
Adobe Stock (ADBE)	0.4	$5.1M		15k	352.75	View chart
Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM)	0.4	$5.1M	+6%	124k	40.73	View chart
Autozone Stock (AZO)	0.4	$4.9M		1.1k	4290.25	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.4	$4.8M	+7%	117k	41.11	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.4	$4.7M		170k	27.90	View chart
Disney Walt Stock (DIS)	0.4	$4.5M		40k	114.50	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.4	$4.5M	-7%	56k	79.93	View chart
Mcdonalds Corp Stock (MCD)	0.4	$4.4M		15k	303.89	View chart
Automatic Data Processing Stock (ADP)	0.4	$4.4M		15k	293.50	View chart
Vanguard Financials Etf Etf (VFH)	0.4	$4.4M	+3%	34k	131.24	View chart
Vanguard Energy Etf Etf (VDE)	0.4	$4.4M		35k	125.86	View chart
Fiserv Stock (FI)	0.4	$4.3M		34k	128.93	View chart
Norfolk Southn Corp Stock (NSC)	0.4	$4.3M		14k	300.41	View chart
Tractor Supply Stock (TSCO)	0.4	$4.3M		76k	56.87	View chart
Vanguard Health Care Etf Etf (VHT)	0.4	$4.3M	+3%	17k	259.61	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.4	$4.2M	+3%	11k	396.15	View chart
Emerson Elec Stock (EMR)	0.3	$4.1M		31k	131.18	View chart
Nextera Energy Stock (NEE)	0.3	$4.1M		54k	75.49	View chart
Bank America Corp Stock (BAC)	0.3	$4.0M	-2%	78k	51.59	View chart
Tesla Stock (TSLA)	0.3	$4.0M	-8%	9.0k	444.72	View chart
Fortinet Stock (FTNT)	0.3	$3.9M		47k	84.08	View chart
Golub Cap Bdc Cef (GBDC)	0.3	$3.9M		286k	13.69	View chart
Oreilly Automotive Stock (ORLY)	0.3	$3.9M		36k	107.81	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.9M	+28%	8.1k	479.62	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$3.8M		17k	222.17	View chart
Goldman Sachs Group Stock (GS)	0.3	$3.8M	-6%	4.7k	796.41	View chart
Cisco Sys Stock (CSCO)	0.3	$3.7M		54k	68.42	View chart
Vanguard Value Etf Etf (VTV)	0.3	$3.6M	+16%	19k	186.49	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$3.5M	+7%	129k	27.30	View chart
Vanguard Communication Services Etf Etf (VOX)	0.3	$3.5M	+2%	19k	187.73	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.5M		11k	328.17	View chart
Stryker Corporation Stock (SYK)	0.3	$3.5M		9.4k	369.67	View chart
Ge Aerospace Stock (GE)	0.3	$3.5M	+2%	12k	300.81	View chart
Kellanova Stock (K)	0.3	$3.4M		42k	82.02	View chart
Lpl Finl Hldgs Stock (LPLA)	0.3	$3.4M		10k	332.68	View chart
Chesapeake Utils Corp Stock (CPK)	0.3	$3.3M		25k	134.69	View chart
Booking Holdings Stock (BKNG)	0.3	$3.3M	+3%	611.00	5401.54	View chart
Texas Instrs Stock (TXN)	0.3	$3.3M	+20%	18k	183.73	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$3.2M		12k	279.29	View chart
Uber Technologies Stock (UBER)	0.3	$3.2M	+7%	33k	97.97	View chart
Truist Finl Corp Stock (TFC)	0.3	$3.2M		70k	45.72	View chart
Vanguard Industrials Etf Etf (VIS)	0.3	$3.2M	+3%	11k	296.30	View chart
Schwab Charles Corp Stock (SCHW)	0.3	$3.1M	+4%	33k	95.47	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$3.1M	-3%	53k	58.85	View chart
Csx Corp Stock (CSX)	0.3	$3.1M		88k	35.51	View chart
Unum Group Stock (UNM)	0.3	$3.1M		40k	77.78	View chart
American Express Stock (AXP)	0.3	$3.0M		9.1k	332.16	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$3.0M		33k	91.42	View chart
Price T Rowe Group Stock (TROW)	0.2	$2.9M		28k	102.64	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$2.9M	-8%	35k	83.53	View chart
Valero Energy Corp Stock (VLO)	0.2	$2.9M	-2%	17k	170.26	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$2.8M		5.9k	485.02	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$2.8M		64k	43.92	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.7M		13k	215.80	View chart
Rtx Corporation Stock (RTX)	0.2	$2.7M		16k	167.33	View chart
Intuitive Surgical Stock (ISRG)	0.2	$2.7M	+7%	6.0k	447.23	View chart
Pepsico Stock (PEP)	0.2	$2.7M	-10%	19k	140.44	View chart
Archer Daniels Midland Stock (ADM)	0.2	$2.7M	-4%	45k	59.74	View chart
Dollar Gen Corp Stock (DG)	0.2	$2.7M	-2%	26k	103.35	View chart
Applied Matls Stock (AMAT)	0.2	$2.6M		13k	204.73	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.2	$2.5M	+14%	7.9k	323.12	View chart
Simplify Mbs Etf Etf (MTBA)	0.2	$2.5M	+18%	50k	50.35	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.2	$2.5M	+6%	12k	213.73	View chart
International Business Machs Stock (IBM)	0.2	$2.4M	+6%	8.6k	282.15	View chart
Paypal Hldgs Stock (PYPL)	0.2	$2.4M	-2%	36k	67.06	View chart
Pfizer Stock (PFE)	0.2	$2.4M	-13%	95k	25.48	View chart
Unilever Adr (UL)	0.2	$2.4M		41k	59.28	View chart
Kimberly-clark Corp Stock (KMB)	0.2	$2.4M		19k	124.34	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.2	$2.4M		38k	62.47	View chart
S&p Global Stock (SPGI)	0.2	$2.3M	+2%	4.7k	486.73	View chart
Aflac Stock (AFL)	0.2	$2.2M		20k	111.70	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$2.2M		26k	84.68	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.1M		7.1k	293.73	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$2.1M		19k	108.96	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.0M		4.1k	499.22	View chart
Boeing Stock (BA)	0.2	$2.0M	+79%	9.4k	215.83	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.2	$2.0M		25k	79.67	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$2.0M		60k	33.37	View chart
Smucker J M Stock (SJM)	0.2	$1.9M		18k	108.60	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$1.9M		7.8k	240.73	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$1.8M		59k	31.42	View chart
Sonoco Prods Stock (SON)	0.1	$1.8M		42k	43.09	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$1.8M		26k	68.08	View chart
Intuit Stock (INTU)	0.1	$1.8M	+2%	2.6k	683.04	View chart
Southstate Bk Corp Stock (SSB)	0.1	$1.8M	NEW	18k	98.87	View chart
Micron Technology Stock (MU)	0.1	$1.7M		10k	167.32	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.7M	-3%	6.6k	254.28	View chart
Paychex Stock (PAYX)	0.1	$1.7M		13k	126.76	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.6M	+32%	1.7k	968.09	View chart
Linde Stock (LIN)	0.1	$1.6M	+4%	3.4k	474.98	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.6M	+2%	7.7k	203.59	View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT)	0.1	$1.6M		70k	22.46	View chart
General Dynamics Corp Stock (GD)	0.1	$1.6M		4.6k	341.00	View chart
At&t Stock (T)	0.1	$1.6M	+2%	55k	28.24	View chart
GSK Adr (GSK)	0.1	$1.5M	-2%	36k	43.16	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.5M	+5%	21k	71.37	View chart
Blackstone Stock (BX)	0.1	$1.5M		8.9k	170.85	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$1.5M		15k	103.07	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.5M		11k	140.94	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.5M		22k	67.51	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.4M		61k	23.28	View chart
Source Capital Com Shs Of Ben I Cef (SOR)	0.1	$1.4M	-2%	31k	45.02	View chart
Amgen Stock (AMGN)	0.1	$1.4M		5.0k	282.22	View chart
Intercontinental Exchange Stock (ICE)	0.1	$1.4M		8.3k	168.47	View chart
Atmos Energy Corp Stock (ATO)	0.1	$1.4M		8.2k	170.75	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.3M		17k	78.34	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.3M		11k	118.83	View chart
Illinois Tool Wks Stock (ITW)	0.1	$1.3M		5.1k	260.76	View chart
Conocophillips Stock (COP)	0.1	$1.3M	+3%	14k	94.59	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$1.3M		11k	122.45	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.3M		7.9k	161.79	View chart
Cullen Frost Bankers Stock (CFR)	0.1	$1.2M		9.8k	126.77	View chart
Spotify Technology S A Stock (SPOT)	0.1	$1.2M	+563%	1.8k	698.00	View chart
Servicenow Stock (NOW)	0.1	$1.2M	+13%	1.3k	920.28	View chart
Moodys Corp Stock (MCO)	0.1	$1.2M		2.5k	476.48	View chart
Lululemon Athletica Stock (LULU)	0.1	$1.2M	-4%	6.6k	177.93	View chart
Synopsys Stock (SNPS)	0.1	$1.2M	-3%	2.4k	493.39	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.1	$1.2M		5.7k	206.91	View chart
Wells Fargo Stock (WFC)	0.1	$1.2M	+3%	14k	83.82	View chart
Clorox Co Del Stock (CLX)	0.1	$1.2M	+5%	9.5k	123.30	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.2M	-2%	37k	31.27	View chart
Labcorp Holdings Stock (LH)	0.1	$1.2M		4.0k	287.07	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$1.1M	+2%	6.1k	189.40	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.1M	+11%	4.6k	246.60	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$1.1M	+836%	7.6k	148.61	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.1M		5.1k	219.53	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$1.1M		39k	28.31	View chart
Salesforce Stock (CRM)	0.1	$1.1M	+14%	4.6k	236.99	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.1M		63k	17.16	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.1	$1.1M	+27%	25k	41.90	View chart
Ecolab Stock (ECL)	0.1	$1.0M		3.8k	273.86	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.1	$1.0M	+1024%	2.2k	456.00	View chart
T-mobile Us Stock (TMUS)	0.1	$1.0M	+35%	4.3k	239.41	View chart
Ge Vernova Stock (GEV)	0.1	$1.0M		1.6k	614.92	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$1.0M		15k	65.26	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$980k	-19%	5.4k	182.42	View chart
Colgate Palmolive Stock (CL)	0.1	$950k		12k	79.94	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$936k	-3%	12k	77.77	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$935k	+47%	2.4k	391.64	View chart
Citigroup Stock (C)	0.1	$929k	+9%	9.2k	101.51	View chart
Boston Scientific Corp Stock (BSX)	0.1	$929k	+14%	9.5k	97.63	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$921k		2.0k	468.43	View chart
First Cmnty Corp S C Stock (FCCO)	0.1	$916k		33k	28.22	View chart
Danaher Corporation Stock (DHR)	0.1	$915k	-48%	4.6k	198.26	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$913k	+4%	10k	88.96	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$900k	-4%	8.6k	104.79	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$895k	-2%	1.5k	609.32	View chart
Blackrock Stock (BLK)	0.1	$873k		749.00	1165.90	View chart
Intel Corp Stock (INTC)	0.1	$870k	-18%	26k	33.55	View chart
The Cigna Group Stock (CI)	0.1	$865k	-40%	3.0k	288.25	View chart
Novartis Adr (NVS)	0.1	$863k	-2%	6.7k	128.24	View chart
Copart Stock (CPRT)	0.1	$855k		19k	44.97	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$846k	+6%	4.1k	208.71	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$842k		11k	76.40	View chart
Morgan Stanley Stock (MS)	0.1	$842k	+4%	5.3k	158.95	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$831k	+2%	15k	53.87	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.1	$825k	-3%	8.3k	99.11	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$814k	-24%	30k	26.95	View chart
Travelers Companies Stock (TRV)	0.1	$806k	+161%	2.9k	279.22	View chart
Allstate Corp Stock (ALL)	0.1	$805k		3.8k	214.65	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.1	$796k	+4%	12k	67.07	View chart
L3harris Technologies Stock (LHX)	0.1	$789k		2.6k	305.41	View chart
Loews Corp Stock (L)	0.1	$783k		7.8k	100.39	View chart
Starbucks Corp Stock (SBUX)	0.1	$779k	-3%	9.2k	84.60	View chart
Cvs Health Corp Stock (CVS)	0.1	$774k		10k	75.39	View chart
Fox Corp Cl A Stock (FOXA)	0.1	$766k		12k	63.06	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$764k	+3%	10k	73.46	View chart
Altria Group Stock (MO)	0.1	$759k		12k	66.06	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$740k	+23%	2.5k	293.80	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$736k		2.4k	309.73	View chart
Pulte Group Stock (PHM)	0.1	$731k		5.5k	132.13	View chart
Novo-nordisk A S Adr (NVO)	0.1	$713k		13k	55.49	View chart
Air Prods & Chems Stock (APD)	0.1	$710k	-6%	2.6k	272.77	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$704k		7.1k	98.50	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$690k	+15%	2.3k	297.62	View chart
Cencora Stock (COR)	0.1	$679k		2.2k	312.53	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$676k		6.1k	110.59	View chart
Global Pmts Stock (GPN)	0.1	$672k		8.1k	83.08	View chart
Dominion Energy Stock (D)	0.1	$666k		11k	61.17	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.1	$662k		7.5k	88.63	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$660k		4.6k	142.55	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$652k		7.0k	93.37	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.1	$650k		12k	52.28	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.1	$650k		6.5k	100.69	View chart
Analog Devices Stock (ADI)	0.1	$611k		2.5k	245.70	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$610k		25k	24.79	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$603k		3.1k	194.50	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$598k		8.7k	68.58	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$585k		14k	42.79	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.0	$585k		3.5k	166.10	View chart
Humana Stock (HUM)	0.0	$581k	-2%	2.2k	260.17	View chart

Past Filings by Anchor Investment Management

SEC 13F filings are viewable for Anchor Investment Management going back to 2019

Anchor Investment Management 2025 Q3 filed Nov. 14, 2025
Anchor Investment Management 2025 Q2 filed Aug. 19, 2025
Anchor Investment Management 2025 Q1 filed May 20, 2025
Anchor Investment Management 2024 Q4 filed Feb. 13, 2025
Anchor Investment Management 2024 Q3 filed Nov. 21, 2024
Anchor Investment Management 2024 Q2 filed Sept. 20, 2024
Anchor Investment Management 2024 Q1 filed May 15, 2024
Anchor Investment Management 2019 Q2 filed Jan. 3, 2024
Anchor Investment Management 2019 Q1 filed Jan. 3, 2024
Anchor Investment Management 2018 Q4 filed Jan. 3, 2024
Anchor Investment Management 2018 Q3 filed Jan. 3, 2024
Anchor Investment Management 2018 Q2 filed Jan. 3, 2024
Anchor Investment Management 2018 Q1 filed Jan. 3, 2024
Anchor Investment Management 2017 Q4 filed Jan. 3, 2024
Anchor Investment Management 2017 Q3 filed Jan. 3, 2024
Anchor Investment Management 2017 Q2 filed Jan. 3, 2024

View all past filings

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