Anchor Investment Management

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

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Positions held by Anchor Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Anchor Investment Management

Anchor Investment Management holds 1051 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Anchor Investment Management has 1051 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 4.1 $44M 101k 430.30
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Apple Stock (AAPL) 2.8 $29M 126k 233.00
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Visa Inc Com Cl A Stock (V) 2.7 $28M 103k 274.95
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Schwab U.s. Large-cap Etf Etf (SCHX) 2.4 $26M +8% 376k 67.85
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Invesco Qqq Trust Series I Etf (QQQ) 2.0 $21M 43k 488.08
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Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 1.8 $19M 932k 20.65
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.7 $18M +5% 39k 460.26
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Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 1.7 $18M +3% 915k 19.56
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Abbvie Stock (ABBV) 1.7 $18M +2% 89k 197.48
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.6 $17M +4% 882k 19.72
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Vanguard Information Technology Etf Etf (VGT) 1.6 $17M +2% 29k 586.52
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.6 $17M +5% 100k 165.85
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First Ctzns Bancshares Inc N C Cl A Stock (FCNCA) 1.5 $16M 8.5k 1840.95
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.4 $15M 90k 167.19
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Johnson & Johnson Stock (JNJ) 1.4 $15M 91k 162.06
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Unitedhealth Group Stock (UNH) 1.3 $14M +5% 23k 584.69
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Exxon Mobil Corp Stock (XOM) 1.2 $13M 108k 117.22
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Eli Lilly & Co Stock (LLY) 1.2 $12M 14k 885.94
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Amazon Stock (AMZN) 1.2 $12M +4% 66k 186.33
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Lowes Cos Stock (LOW) 1.2 $12M +2% 46k 270.85
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Meta Platforms Inc Cl A Stock (META) 1.1 $12M 20k 572.45
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Procter And Gamble Stock (PG) 1.0 $11M +2% 63k 173.20
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Union Pac Corp Stock (UNP) 1.0 $11M 43k 246.48
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Medtronic Stock (MDT) 0.9 $9.7M 108k 90.03
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Duke Energy Corp Stock (DUK) 0.9 $9.4M 81k 115.30
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Coca Cola Stock (KO) 0.8 $8.6M 119k 71.86
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Merck & Co Stock (MRK) 0.8 $8.5M 75k 113.56
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Jpmorgan Chase & Co Stock (JPM) 0.8 $8.4M 40k 210.86
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Adobe Stock (ADBE) 0.8 $8.4M 16k 517.78
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Nvidia Corporation Stock (NVDA) 0.8 $8.0M -10% 66k 121.44
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Home Depot Stock (HD) 0.7 $7.9M -2% 20k 405.21
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Fedex Corp Stock (FDX) 0.7 $7.8M 29k 273.68
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Republic Svcs Stock (RSG) 0.7 $7.7M +3% 39k 200.84
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.7 $7.2M +28% 36k 200.85
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Oracle Corp Stock (ORCL) 0.7 $7.2M 42k 170.40
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Walmart Stock (WMT) 0.7 $7.1M +3% 88k 80.75
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Costco Whsl Corp Stock (COST) 0.7 $7.1M +2% 8.0k 886.49
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Thermo Fisher Scientific Stock (TMO) 0.7 $7.0M 11k 618.58
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Southern Stock (SO) 0.7 $6.9M 77k 90.18
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Chevron Corp Stock (CVX) 0.6 $6.8M +11% 46k 147.27
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Sherwin Williams Stock (SHW) 0.6 $6.5M -2% 17k 381.68
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Fiserv Stock (FI) 0.6 $6.4M 36k 179.65
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Waste Mgmt Inc Del Stock (WM) 0.6 $6.2M -2% 30k 207.60
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Ishares U.s. Medical Devices Etf Etf (IHI) 0.6 $6.2M +2% 104k 59.22
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Abbott Labs Stock (ABT) 0.6 $6.2M +2% 54k 114.01
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Qualcomm Stock (QCOM) 0.6 $5.9M +2% 35k 170.05
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $5.9M +3% 116k 50.74
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.6 $5.8M 70k 83.09
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United Parcel Service Inc Cl B Stock (UPS) 0.5 $5.8M -8% 43k 136.34
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Philip Morris Intl Stock (PM) 0.5 $5.6M +3% 46k 121.40
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Vanguard S&p 500 Etf Etf (VOO) 0.5 $5.4M +3% 10k 527.65
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Verizon Communications Stock (VZ) 0.5 $5.3M 119k 44.91
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Caterpillar Stock (CAT) 0.5 $5.2M +2% 13k 391.11
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Netflix Stock (NFLX) 0.5 $5.0M +2% 7.1k 709.27
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Enbridge Stock (ENB) 0.5 $5.0M 123k 40.61
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.4 $4.7M -28% 59k 79.42
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Mastercard Incorporated Cl A Stock (MA) 0.4 $4.6M 9.3k 493.78
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Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $4.6M +51% 8.0k 573.79
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Corning Stock (GLW) 0.4 $4.5M -3% 100k 45.15
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Nextera Energy Stock (NEE) 0.4 $4.4M +4% 52k 84.53
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Mcdonalds Corp Stock (MCD) 0.4 $4.3M +7% 14k 304.51
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Mckesson Corp Stock (MCK) 0.4 $4.3M 8.7k 494.42
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Automatic Data Processing Stock (ADP) 0.4 $4.3M +6% 15k 276.73
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $4.2M 82k 51.50
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Pfizer Stock (PFE) 0.4 $4.1M 143k 28.94
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Golub Cap Bdc Cef (GBDC) 0.4 $4.1M +195% 274k 15.11
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Broadcom Stock (AVGO) 0.4 $4.1M +1013% 24k 172.50
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Pepsico Stock (PEP) 0.4 $4.1M -8% 24k 170.05
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Vanguard Health Care Etf Etf (VHT) 0.4 $4.1M 14k 282.20
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Disney Walt Stock (DIS) 0.4 $4.0M 42k 96.19
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Ishares Semiconductor Etf Etf (SOXX) 0.4 $4.0M +5% 17k 230.60
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.4 $3.8M -2% 50k 76.70
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Vanguard Financials Etf Etf (VFH) 0.4 $3.7M 34k 109.91
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Stryker Corporation Stock (SYK) 0.3 $3.6M 10k 361.26
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Fortinet Stock (FTNT) 0.3 $3.6M +4% 46k 77.55
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Vanguard Energy Etf Etf (VDE) 0.3 $3.6M +7% 29k 122.47
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Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.6M -9% 13k 283.17
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Norfolk Southn Corp Stock (NSC) 0.3 $3.5M 14k 248.50
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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.3 $3.5M -2% 97k 36.17
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Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.3 $3.5M 100k 35.11
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.3 $3.5M 10k 340.48
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Autozone Stock (AZO) 0.3 $3.5M +5% 1.1k 3150.04
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Bank America Corp Stock (BAC) 0.3 $3.4M -14% 86k 39.68
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Emerson Elec Stock (EMR) 0.3 $3.3M +4% 31k 109.37
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Kellanova Stock (K) 0.3 $3.3M -3% 41k 80.71
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Truist Finl Corp Stock (TFC) 0.3 $3.3M -5% 77k 42.77
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $3.3M 39k 84.53
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $3.2M -14% 54k 59.02
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Elevance Health Stock (ELV) 0.3 $3.2M +22% 6.1k 520.01
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Comcast Corp New Cl A Stock (CMCSA) 0.3 $3.2M -7% 76k 41.77
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Csx Corp Stock (CSX) 0.3 $3.1M 90k 34.53
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Cisco Sys Stock (CSCO) 0.3 $3.0M 56k 53.22
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Archer Daniels Midland Stock (ADM) 0.3 $3.0M 50k 59.74
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Price T Rowe Group Stock (TROW) 0.3 $2.9M 27k 108.93
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Kimberly-clark Corp Stock (KMB) 0.3 $2.9M 21k 142.28
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Unum Group Stock (UNM) 0.3 $2.9M 49k 59.44
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $2.9M -2% 17k 174.50
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Vanguard Real Estate Etf Etf (VNQ) 0.3 $2.9M +5% 30k 97.42
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $2.9M 40k 73.67
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Chesapeake Utils Corp Stock (CPK) 0.3 $2.9M +5% 24k 124.17
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Oreilly Automotive Stock (ORLY) 0.3 $2.9M -2% 2.5k 1151.60
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Unilever Adr (UL) 0.3 $2.8M 42k 64.96
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Paypal Hldgs Stock (PYPL) 0.3 $2.7M +9% 35k 78.03
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Vanguard Industrials Etf Etf (VIS) 0.3 $2.7M +2% 10k 260.07
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Applied Matls Stock (AMAT) 0.2 $2.6M -15% 13k 202.04
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Tesla Stock (TSLA) 0.2 $2.6M +12% 9.9k 261.63
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $2.5M +372% 13k 198.06
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Uber Technologies Stock (UBER) 0.2 $2.5M +8% 34k 75.16
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Vanguard Communication Services Etf Etf (VOX) 0.2 $2.5M +4% 17k 145.39
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Edwards Lifesciences Corp Stock (EW) 0.2 $2.4M -3% 37k 65.99
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American Express Stock (AXP) 0.2 $2.4M 8.9k 271.20
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Lockheed Martin Corp Stock (LMT) 0.2 $2.4M +8% 4.1k 584.56
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Texas Instrs Stock (TXN) 0.2 $2.4M +25% 12k 206.57
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Sonoco Prods Stock (SON) 0.2 $2.4M -5% 44k 54.63
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Schwab Charles Corp Stock (SCHW) 0.2 $2.3M +11% 36k 64.81
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Tractor Supply Stock (TSCO) 0.2 $2.3M 8.0k 290.93
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Smucker J M Stock (SJM) 0.2 $2.3M -3% 19k 121.10
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Aflac Stock (AFL) 0.2 $2.3M +4% 20k 111.80
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Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $2.3M NEW 30k 74.59
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Lpl Finl Hldgs Stock (LPLA) 0.2 $2.2M +15% 9.7k 232.63
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Capital Group Growth Etf Etf (CGGR) 0.2 $2.2M NEW 64k 34.79
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $2.2M +8% 6.1k 353.48
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $2.2M -4% 74k 29.18
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Vanguard Consumer Staples Etf Etf (VDC) 0.2 $2.2M +5% 9.9k 218.47
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Ge Aerospace Stock (GE) 0.2 $2.1M +45% 11k 188.58
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Goldman Sachs Group Stock (GS) 0.2 $2.1M +29% 4.2k 495.14
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Vanguard Value Etf Etf (VTV) 0.2 $2.1M +10% 12k 174.57
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Vanguard Mid-cap Etf Etf (VO) 0.2 $2.0M -3% 7.7k 263.84
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Amgen Stock (AMGN) 0.2 $2.0M -2% 6.1k 322.23
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Booking Holdings Stock (BKNG) 0.2 $2.0M -4% 463.00 4212.12
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GSK Adr (GSK) 0.2 $1.8M -7% 45k 40.88
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Rtx Corporation Stock (RTX) 0.2 $1.8M 15k 121.16
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Vanguard Growth Etf Etf (VUG) 0.2 $1.8M +8% 4.7k 383.95
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Paychex Stock (PAYX) 0.2 $1.8M +3% 14k 134.19
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Southstate Corporation Stock (SSB) 0.2 $1.7M 18k 97.18
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International Business Machs Stock (IBM) 0.2 $1.7M 7.8k 221.08
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Vanguard Small-cap Etf Etf (VB) 0.2 $1.7M 7.1k 237.21
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Danaher Corporation Stock (DHR) 0.2 $1.7M 6.0k 278.02
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Clorox Co Del Stock (CLX) 0.2 $1.7M -2% 10k 162.91
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $1.6M +142% 26k 62.69
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $1.6M 22k 73.42
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Novo-nordisk A S Adr (NVO) 0.2 $1.6M +2% 13k 119.07
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Valero Energy Corp Stock (VLO) 0.2 $1.6M +13% 12k 135.03
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S&p Global Stock (SPGI) 0.1 $1.6M -2% 3.0k 516.62
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $1.6M +240% 15k 106.76
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Simplify Mbs Etf Etf (MTBA) 0.1 $1.6M +44% 30k 51.48
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Workday Inc Cl A Stock (WDAY) 0.1 $1.6M +6% 6.4k 244.41
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General Dynamics Corp Stock (GD) 0.1 $1.5M -5% 5.0k 302.20
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $1.5M NEW 25k 61.11
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Chipotle Mexican Grill Stock (CMG) 0.1 $1.5M +7% 26k 57.62
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Intuit Stock (INTU) 0.1 $1.5M +6% 2.4k 621.11
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Synopsys Stock (SNPS) 0.1 $1.5M -34% 2.9k 506.39
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Dollar Gen Corp Stock (DG) 0.1 $1.5M +8% 17k 84.57
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Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $1.5M 68k 21.62
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.5M -11% 7.7k 189.79
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Bank New York Mellon Corp Stock (BK) 0.1 $1.5M -5% 20k 71.86
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Moodys Corp Stock (MCO) 0.1 $1.4M 3.1k 474.59
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $1.4M 8.0k 173.67
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.4M -5% 11k 128.20
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Illinois Tool Wks Stock (ITW) 0.1 $1.4M -2% 5.2k 262.06
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Linde Stock (LIN) 0.1 $1.3M +6% 2.8k 476.86
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Intercontinental Exchange Stock (ICE) 0.1 $1.3M -2% 8.4k 160.63
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Zimmer Biomet Holdings Stock (ZBH) 0.1 $1.3M -4% 12k 107.95
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Transdigm Group Stock (TDG) 0.1 $1.3M +5% 917.00 1427.13
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Schwab Us Tips Etf Etf (SCHP) 0.1 $1.3M -7% 24k 53.63
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Mercadolibre Stock (MELI) 0.1 $1.3M +19% 629.00 2051.96
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $1.3M +1508% 11k 116.96
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Colgate Palmolive Stock (CL) 0.1 $1.3M -3% 12k 103.81
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Schwab International Equity Etf Etf (SCHF) 0.1 $1.3M 31k 41.12
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Advanced Micro Devices Stock (AMD) 0.1 $1.3M +29% 7.7k 164.08
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Lululemon Athletica Stock (LULU) 0.1 $1.2M +17% 4.6k 271.35
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $1.2M 20k 63.00
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Intel Corp Stock (INTC) 0.1 $1.2M -29% 53k 23.46
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Servicenow Stock (NOW) 0.1 $1.2M +6% 1.4k 894.39
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Source Cap Cef (SOR) 0.1 $1.2M 27k 44.53
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Starbucks Corp Stock (SBUX) 0.1 $1.2M -2% 12k 97.49
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Conocophillips Stock (COP) 0.1 $1.2M +5% 11k 105.28
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Salesforce Stock (CRM) 0.1 $1.2M +15% 4.3k 273.72
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Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.2M 10k 117.62
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Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $1.2M +8% 6.0k 192.81
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.1M +12% 1.4k 833.25
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The Cigna Group Stock (CI) 0.1 $1.1M -31% 3.3k 346.44
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Atmos Energy Corp Stock (ATO) 0.1 $1.1M 8.2k 138.71
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Cullen Frost Bankers Stock (CFR) 0.1 $1.1M 9.8k 111.86
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Copart Stock (CPRT) 0.1 $1.1M 21k 52.40
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Enterprise Prods Partners Stock (EPD) 0.1 $1.0M 35k 29.11
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.0M 64k 16.05
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $962k 15k 62.32
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Vanguard Utilities Etf Etf (VPU) 0.1 $961k +7% 5.5k 174.04
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Ecolab Stock (ECL) 0.1 $961k 3.8k 255.33
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Labcorp Holdings Stock (LH) 0.1 $954k 4.3k 223.48
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Pulte Group Stock (PHM) 0.1 $915k -2% 6.4k 143.53
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Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $912k 12k 77.18
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Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $903k -4% 27k 33.86
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Regeneron Pharmaceuticals Stock (REGN) 0.1 $902k +212% 858.00 1051.24
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Wells Fargo Stock (WFC) 0.1 $898k +5% 16k 56.49
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $897k -2% 9.3k 96.95
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Cvs Health Corp Stock (CVS) 0.1 $890k -31% 14k 62.88
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Air Prods & Chems Stock (APD) 0.1 $872k +35% 2.9k 297.74
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Novartis Adr (NVS) 0.1 $866k 7.5k 115.02
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $847k +5% 13k 67.51
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Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $846k 9.6k 87.94
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Target Corp Stock (TGT) 0.1 $838k 5.4k 155.85
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $830k +6550% 10k 83.21
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At&t Stock (T) 0.1 $820k -5% 37k 22.00
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Kinder Morgan Inc Del Stock (KMI) 0.1 $811k -15% 37k 22.09
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Boeing Stock (BA) 0.1 $809k 5.3k 152.04
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Northrop Grumman Corp Stock (NOC) 0.1 $794k +21% 1.5k 528.07
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Humana Stock (HUM) 0.1 $789k -2% 2.5k 316.74
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Bristol-myers Squibb Stock (BMY) 0.1 $788k -2% 15k 51.74
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Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL) 0.1 $780k +37% 21k 37.96
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $772k 3.8k 200.76
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Ishares Global Healthcare Etf Etf (IXJ) 0.1 $769k -3% 7.8k 98.17
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Te Connectivity Plc Ord Stock 0.1 $762k NEW 5.0k 150.99
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Micron Technology Stock (MU) 0.1 $752k 7.2k 103.71
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Blackrock Stock 0.1 $751k NEW 791.00 949.51
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $742k +3% 2.0k 375.38
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Equitable Hldgs Stock (EQH) 0.1 $736k 18k 42.03
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Vertex Pharmaceuticals Stock (VRTX) 0.1 $736k +1352% 1.6k 465.08
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Dominion Energy Stock (D) 0.1 $729k -35% 13k 57.79
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Global Pmts Stock (GPN) 0.1 $717k 7.0k 102.42
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Allstate Corp Stock (ALL) 0.1 $710k -3% 3.7k 189.65
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Morgan Stanley Stock (MS) 0.1 $705k 6.8k 104.24
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $700k 7.0k 100.69
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First Cmnty Corp S C Stock (FCCO) 0.1 $695k 32k 21.44
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Gallagher Arthur J & Co Stock (AJG) 0.1 $681k 2.4k 281.34
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Altria Group Stock (MO) 0.1 $672k +35% 13k 51.04
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $664k +47% 6.2k 107.66
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Vaneck Gold Miners Etf Etf (GDX) 0.1 $659k +47% 17k 39.82
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.1 $658k 12k 52.98
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Financial Select Sector Spdr Fund Etf (XLF) 0.1 $657k +6% 15k 45.32
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Loews Corp Stock (L) 0.1 $656k -10% 8.3k 79.05
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Hologic Stock (HOLX) 0.1 $646k 7.9k 81.46
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Constellation Brands Inc Cl A Stock (STZ) 0.1 $637k -2% 2.5k 257.69
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L3harris Technologies Stock (LHX) 0.1 $624k -4% 2.6k 237.86
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Dover Corp Stock (DOV) 0.1 $621k +4% 3.2k 191.74
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International Flavors&fragranc Stock (IFF) 0.1 $614k -2% 5.9k 104.93
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Vanguard Materials Etf Etf (VAW) 0.1 $607k +3% 2.9k 211.48
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $584k 7.0k 83.63
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $577k +30% 4.6k 125.95
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Analog Devices Stock (ADI) 0.1 $572k +33% 2.5k 230.17
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Fox Corp Cl A Stock (FOXA) 0.1 $564k -11% 13k 42.33
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D R Horton Stock (DHI) 0.1 $559k -13% 2.9k 190.79
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $558k -18% 8.6k 64.74
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $556k 3.1k 179.30
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $545k 4.1k 131.91
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American Tower Corp Reit (AMT) 0.1 $541k 2.3k 232.51
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British Amern Tob Adr (BTI) 0.1 $540k 15k 36.58
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Spdr S&p Biotech Etf Etf (XBI) 0.1 $539k -13% 5.5k 98.80
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Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $532k +19% 2.0k 267.32
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Past Filings by Anchor Investment Management

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

View all past filings