Anchor Investment Management

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Anchor Investment Management

Anchor Investment Management holds 1046 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Anchor Investment Management has 1046 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 $50M 104k 483.62
 View chart
Visa Inc Com Cl A Stock (V) 3.1 $38M 108k 350.71
 View chart
Apple Stock (AAPL) 2.9 $36M -2% 131k 271.86
 View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.8 $34M -2% 109k 313.80
 View chart
Schwab U.s. Large-cap Etf Etf (SCHX) 2.6 $32M 1.2M 26.91
 View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 2.3 $28M 13k 2146.18
 View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.9 $24M +7% 1.2M 19.74
 View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.9 $23M -15% 74k 313.00
 View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 1.8 $22M +8% 1.1M 20.60
 View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 1.7 $21M +4% 1.1M 19.57
 View chart
Vanguard Information Technology Etf Etf (VGT) 1.7 $21M -4% 28k 753.77
 View chart
Abbvie Stock (ABBV) 1.6 $20M +3% 87k 228.49
 View chart
Invesco Nasdaq 100 Etf Etf (QQQM) 1.6 $20M +83% 77k 252.92
 View chart
Johnson & Johnson Stock (JNJ) 1.5 $18M 89k 206.95
 View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.5 $18M -4% 36k 502.65
 View chart
Amazon Stock (AMZN) 1.3 $17M 72k 230.82
 View chart
Nvidia Corporation Stock (NVDA) 1.3 $16M +5% 87k 186.50
 View chart
Invesco Qqq Trust Series I Etf (QQQ) 1.2 $15M -39% 24k 614.30
 View chart
Eli Lilly & Co Stock (LLY) 1.2 $14M -5% 13k 1074.65
 View chart
Meta Platforms Inc Cl A Stock (META) 1.1 $13M +4% 20k 660.09
 View chart
Jpmorgan Chase & Co Stock (JPM) 1.1 $13M -3% 40k 322.22
 View chart
Lowes Cos Stock (LOW) 0.9 $12M +2% 48k 241.16
 View chart
Union Pac Corp Stock (UNP) 0.9 $11M +2% 46k 231.32
 View chart
Exxon Mobil Corp Stock (XOM) 0.8 $10M -17% 84k 120.34
 View chart
Duke Energy Corp Stock (DUK) 0.8 $9.7M 83k 117.21
 View chart
Unitedhealth Group Stock (UNH) 0.7 $9.2M +9% 28k 330.11
 View chart
Medtronic Stock (MDT) 0.7 $8.9M -15% 92k 96.06
 View chart
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.7 $8.7M +5% 172k 50.59
 View chart
Republic Svcs Stock (RSG) 0.7 $8.5M +7% 40k 211.93
 View chart
Fedex Corp Stock (FDX) 0.7 $8.4M +9% 29k 288.86
 View chart
Coca Cola Stock (KO) 0.7 $8.3M 119k 69.91
 View chart
Walmart Stock (WMT) 0.7 $8.2M -4% 73k 111.41
 View chart
Broadcom Stock (AVGO) 0.6 $8.0M 23k 346.10
 View chart
Oracle Corp Stock (ORCL) 0.6 $7.9M -4% 41k 194.91
 View chart
Watsco Stock (WSO) 0.6 $7.3M +19% 22k 336.95
 View chart
Costco Wholesale Corporation Stock (COST) 0.6 $7.3M +2% 8.5k 862.37
 View chart
Corning Stock (GLW) 0.6 $7.3M -5% 83k 87.56
 View chart
Procter & Gamble Stock (PG) 0.6 $7.2M -17% 50k 143.31
 View chart
Caterpillar Stock (CAT) 0.6 $7.1M -5% 12k 572.89
 View chart
Home Depot Stock (HD) 0.6 $7.1M 21k 344.09
 View chart
Merck & Co Stock (MRK) 0.6 $7.0M 67k 105.26
 View chart
Mckesson Corp Stock (MCK) 0.6 $7.0M 8.5k 820.29
 View chart
Ishares U.s. Medical Devices Etf Etf (IHI) 0.6 $6.9M +3% 111k 62.15
 View chart
Philip Morris Intl Stock (PM) 0.6 $6.9M +2% 43k 160.40
 View chart
Abbott Laboratories Stock (ABT) 0.5 $6.7M 53k 125.29
 View chart
Southern Stock (SO) 0.5 $6.6M 76k 87.20
 View chart
Chevron Corporation Stock (CVX) 0.5 $6.5M 43k 152.41
 View chart
Waste Mgmt Inc Del Stock (WM) 0.5 $6.4M 29k 219.71
 View chart
Netflix Stock (NFLX) 0.5 $6.3M +937% 67k 93.76
 View chart
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.5 $6.2M 208k 30.07
 View chart
Vanguard S&p 500 Etf Etf (VOO) 0.5 $6.2M 9.9k 627.11
 View chart
Qualcomm Stock (QCOM) 0.5 $5.9M 35k 171.05
 View chart
Adobe Stock (ADBE) 0.5 $5.8M +14% 17k 349.99
 View chart
Sherwin Williams Stock (SHW) 0.5 $5.8M +3% 18k 324.02
 View chart
Mastercard Incorporated Cl A Stock (MA) 0.5 $5.6M +2% 9.8k 570.90
 View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.4 $5.5M +4% 64k 86.25
 View chart
Enbridge Stock (ENB) 0.4 $5.4M 113k 47.83
 View chart
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $5.4M -2% 7.9k 681.88
 View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.4 $5.2M +4% 122k 42.94
 View chart
Ishares Semiconductor Etf Etf (SOXX) 0.4 $5.2M -12% 17k 301.15
 View chart
Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.4 $5.0M -2% 121k 41.62
 View chart
Vanguard Health Care Etf Etf (VHT) 0.4 $5.0M +4% 17k 287.86
 View chart
Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $4.8M 169k 28.48
 View chart
Vanguard Financials Etf Etf (VFH) 0.4 $4.6M +2% 34k 133.49
 View chart
Vanguard Energy Etf Etf (VDE) 0.4 $4.6M +4% 36k 125.92
 View chart
Mcdonalds Corp Stock (MCD) 0.4 $4.5M 15k 305.63
 View chart
Verizon Communications Stock (VZ) 0.4 $4.4M -7% 109k 40.73
 View chart
Vanguard Growth Etf Etf (VUG) 0.4 $4.4M +11% 9.0k 487.86
 View chart
Disney Walt Stock (DIS) 0.4 $4.4M -3% 38k 113.77
 View chart
Tesla Stock (TSLA) 0.3 $4.3M +6% 9.5k 449.72
 View chart
Nextera Energy Stock (NEE) 0.3 $4.3M 53k 80.28
 View chart
Vanguard Consumer Discretionary Etf Etf (VCR) 0.3 $4.2M 11k 393.91
 View chart
Bank America Corp Stock (BAC) 0.3 $4.2M 77k 55.00
 View chart
Fortinet Stock (FTNT) 0.3 $4.2M +14% 53k 79.41
 View chart
Emerson Elec Stock (EMR) 0.3 $4.2M 32k 132.72
 View chart
Norfolk Southn Corp Stock (NSC) 0.3 $4.1M 14k 288.72
 View chart
Cisco Sys Stock (CSCO) 0.3 $4.1M 53k 77.03
 View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $4.0M -9% 51k 79.73
 View chart
Applied Matls Stock (AMAT) 0.3 $4.0M +23% 16k 256.98
 View chart
Goldman Sachs Group Stock (GS) 0.3 $4.0M -4% 4.5k 879.07
 View chart
Autozone Stock (AZO) 0.3 $3.9M 1.1k 3391.50
 View chart
Automatic Data Processing Stock (ADP) 0.3 $3.9M 15k 257.24
 View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $3.8M 17k 224.67
 View chart
Vanguard Value Etf Etf (VTV) 0.3 $3.8M +5% 20k 190.99
 View chart
Tractor Supply Stock (TSCO) 0.3 $3.8M 77k 50.01
 View chart
Schwab Charles Corp Stock (SCHW) 0.3 $3.8M +16% 38k 99.91
 View chart
Lpl Finl Hldgs Stock (LPLA) 0.3 $3.8M +3% 11k 357.16
 View chart
Thermo Fisher Scientific Stock (TMO) 0.3 $3.8M +11% 6.5k 579.45
 View chart
Ge Aerospace Stock (GE) 0.3 $3.7M +2% 12k 308.03
 View chart
Intuitive Surgical Stock (ISRG) 0.3 $3.6M +4% 6.3k 566.36
 View chart
Golub Cap Bdc Cef (GBDC) 0.3 $3.6M -7% 264k 13.57
 View chart
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.6M 11k 335.27
 View chart
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $3.5M 128k 27.43
 View chart
Vanguard Communication Services Etf Etf (VOX) 0.3 $3.5M -4% 18k 193.63
 View chart
Booking Holdings Stock (BKNG) 0.3 $3.4M +4% 636.00 5358.22
 View chart
Dollar Gen Corp Stock (DG) 0.3 $3.4M 25k 132.77
 View chart
United Parcel Svcs Inc Cl B Stock (UPS) 0.3 $3.3M -2% 34k 99.19
 View chart
Stryker Corporation Stock (SYK) 0.3 $3.3M 9.4k 351.47
 View chart
Taiwan Semiconductor Manufact Adr (TSM) 0.3 $3.3M -7% 11k 303.89
 View chart
Vanguard Industrials Etf Etf (VIS) 0.3 $3.2M 11k 298.38
 View chart
American Express Stock (AXP) 0.3 $3.2M -4% 8.8k 369.96
 View chart
Elevance Health Inc Formerly A Stock (ELV) 0.3 $3.2M +16% 9.2k 350.54
 View chart
Oreilly Automotive Stock (ORLY) 0.3 $3.2M -2% 35k 91.21
 View chart
Texas Instrs Stock (TXN) 0.3 $3.2M +3% 18k 173.49
 View chart
Truist Finl Corp Stock (TFC) 0.3 $3.2M -7% 64k 49.21
 View chart
Chesapeake Utils Corp Stock (CPK) 0.3 $3.1M 25k 124.76
 View chart
Csx Corp Stock (CSX) 0.3 $3.1M 86k 36.25
 View chart
Unum Group Stock (UNM) 0.2 $3.1M 40k 77.50
 View chart
Vanguard Short-term Treasury Etf Etf (VGSH) 0.2 $3.0M -3% 52k 58.73
 View chart
Capital Group Growth Etf Etf (CGGR) 0.2 $3.0M +6% 68k 44.47
 View chart
Vanguard Real Estate Etf Etf (VNQ) 0.2 $3.0M +2% 34k 88.49
 View chart
Price T Rowe Group Stock (TROW) 0.2 $3.0M +2% 29k 102.38
 View chart
Rtx Corporation Stock (RTX) 0.2 $2.9M -2% 16k 183.40
 View chart
Micron Technology Stock (MU) 0.2 $2.9M 10k 285.41
 View chart
Cincinnati Finl Corp Stock (CINF) 0.2 $2.8M +2388% 17k 163.32
 View chart
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $2.8M 13k 219.78
 View chart
Pepsico Stock (PEP) 0.2 $2.7M -2% 19k 143.52
 View chart
Simplify Mbs Etf Etf (MTBA) 0.2 $2.6M +4% 52k 50.41
 View chart
Vanguard Consumer Staples Etf Etf (VDC) 0.2 $2.6M +4% 12k 211.25
 View chart
Valero Energy Corp Stock (VLO) 0.2 $2.5M -8% 15k 162.79
 View chart
Uber Technologies Stock (UBER) 0.2 $2.5M -7% 30k 81.71
 View chart
International Business Machs Stock (IBM) 0.2 $2.5M -3% 8.3k 296.20
 View chart
Unilever Adr (UL) 0.2 $2.3M NEW 36k 65.40
 View chart
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $2.3M -2% 25k 90.00
 View chart
Pfizer Stock (PFE) 0.2 $2.2M -4% 90k 24.90
 View chart
Paypal Hldgs Stock (PYPL) 0.2 $2.2M +4% 38k 58.38
 View chart
Bank New York Mellon Corp Stock (BK) 0.2 $2.2M 19k 116.09
 View chart
Gallagher Arthur J & Co Stock (AJG) 0.2 $2.2M +251% 8.4k 258.79
 View chart
Aflac Stock (AFL) 0.2 $2.2M 20k 110.27
 View chart
Lululemon Athletica Stock (LULU) 0.2 $2.1M +55% 10k 207.81
 View chart
Boeing Stock (BA) 0.2 $2.1M +3% 9.7k 217.12
 View chart
Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $2.1M 25k 82.77
 View chart
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.1M 7.1k 290.20
 View chart
Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $2.0M 38k 53.83
 View chart
Lockheed Martin Corp Stock (LMT) 0.2 $2.0M 4.1k 483.70
 View chart
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $1.9M 59k 32.75
 View chart
Fiserv Stock (FI) 0.2 $1.9M -16% 28k 67.17
 View chart
Archer Daniels Midland Stock (ADM) 0.2 $1.9M -26% 33k 57.49
 View chart
Sonoco Prods Stock (SON) 0.2 $1.8M 42k 43.64
 View chart
Workday Inc Cl A Stock (WDAY) 0.1 $1.8M +7% 8.3k 214.78
 View chart
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $1.8M -2% 25k 69.42
 View chart
S&p Global Stock (SPGI) 0.1 $1.7M -28% 3.3k 522.56
 View chart
Intuit Stock (INTU) 0.1 $1.7M 2.6k 662.45
 View chart
Linde Stock (LIN) 0.1 $1.7M +18% 4.1k 426.43
 View chart
GSK Adr (GSK) 0.1 $1.7M 35k 49.04
 View chart
Vanguard Small-cap Etf Etf (VB) 0.1 $1.7M 6.6k 257.93
 View chart
Southstate Bk Corp Stock (SSB) 0.1 $1.7M 18k 94.11
 View chart
Advanced Micro Devices Stock (AMD) 0.1 $1.7M 7.8k 214.16
 View chart
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.7M 7.9k 210.33
 View chart
Amgen Stock (AMGN) 0.1 $1.6M 5.0k 327.33
 View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $1.6M +2% 71k 22.82
 View chart
Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.6M -10% 52k 29.89
 View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $1.6M 22k 72.68
 View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $1.5M 15k 104.07
 View chart
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.5M 11k 143.52
 View chart
General Dynamics Corp Stock (GD) 0.1 $1.5M 4.5k 336.67
 View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $1.5M -3% 20k 73.56
 View chart
Transdigm Group Stock (TDG) 0.1 $1.5M NEW 1.1k 1329.85
 View chart
Schwab International Equity Etf Etf (SCHF) 0.1 $1.5M 61k 24.04
 View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.1 $1.5M +6% 18k 80.22
 View chart
Source Capital Com Shs Of Ben I Cef (SOR) 0.1 $1.5M 32k 45.76
 View chart
Asml Hldg Nv N Y Registry Adr (ASML) 0.1 $1.4M -20% 1.3k 1069.86
 View chart
At&t Stock (T) 0.1 $1.4M +5% 58k 24.84
 View chart
Smucker J M Stock (SJM) 0.1 $1.4M -16% 15k 97.81
 View chart
Paychex Stock (PAYX) 0.1 $1.4M -2% 13k 112.18
 View chart
Kimberly-clark Corp Stock (KMB) 0.1 $1.4M -27% 14k 100.89
 View chart
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $1.4M +4% 12k 120.17
 View chart
Atmos Energy Corp Stock (ATO) 0.1 $1.4M 8.2k 167.63
 View chart
Blackstone Stock (BX) 0.1 $1.3M 8.7k 154.14
 View chart
Intercontinental Exchange Stock (ICE) 0.1 $1.3M -2% 8.1k 161.95
 View chart
Moodys Corp Stock (MCO) 0.1 $1.3M 2.5k 510.85
 View chart
Salesforce Stock (CRM) 0.1 $1.3M +4% 4.8k 264.93
 View chart
Wells Fargo & Co Stock (WFC) 0.1 $1.3M 14k 93.20
 View chart
Synovus Finl Corp Stock (SNV) 0.1 $1.3M +314% 25k 50.05
 View chart
Conocophillips Stock (COP) 0.1 $1.3M 13k 93.61
 View chart
Cullen Frost Bankers Stock (CFR) 0.1 $1.2M 9.8k 126.63
 View chart
Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.2M -3% 10k 121.61
 View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $1.2M 7.6k 160.97
 View chart
Enterprise Prods Partners Stock (EPD) 0.1 $1.2M 37k 32.06
 View chart
Illinois Tool Wks Stock (ITW) 0.1 $1.2M -6% 4.7k 246.32
 View chart
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.1M +18% 6.4k 177.75
 View chart
Servicenow Stock (NOW) 0.1 $1.1M +453% 7.4k 153.19
 View chart
Te Connectivity Plc Ord Stock (TEL) 0.1 $1.1M -3% 5.0k 227.51
 View chart
Spotify Technology S A Stock (SPOT) 0.1 $1.1M +8% 1.9k 580.71
 View chart
Vanguard Utilities Etf Etf (VPU) 0.1 $1.1M 6.0k 185.04
 View chart
Lam Research Corp Stock (LRCX) 0.1 $1.1M +165% 6.4k 171.18
 View chart
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $1.1M +8% 17k 66.00
 View chart
Clorox Co Del Stock (CLX) 0.1 $1.1M +14% 11k 100.83
 View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL) 0.1 $1.1M 25k 42.48
 View chart
Alnylam Pharmaceuticals Stock (ALNY) 0.1 $1.1M +19% 2.7k 397.65
 View chart
Synopsys Stock (SNPS) 0.1 $1.1M -4% 2.3k 469.72
 View chart
Kinder Morgan Inc Del Stock (KMI) 0.1 $1.1M 39k 27.49
 View chart
Ge Vernova Stock (GEV) 0.1 $1.1M 1.6k 653.60
 View chart
Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $1.0M 5.6k 185.56
 View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.0M 63k 16.49
 View chart
Danaher Corp Del Stock (DHR) 0.1 $1.0M -3% 4.4k 228.92
 View chart
Citigroup Stock (C) 0.1 $1.0M -5% 8.7k 116.68
 View chart
Labcorp Holdings Stock (LH) 0.1 $1.0M 4.0k 250.89
 View chart
Edwards Lifesciences Corp Stock (EW) 0.1 $996k -2% 12k 85.25
 View chart
Ecolab Stock (ECL) 0.1 $988k 3.8k 262.52
 View chart
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $984k 12k 83.00
 View chart
First Cmnty Corp S C Stock (FCCO) 0.1 $980k 33k 29.65
 View chart
Boston Scientific Corp Stock (BSX) 0.1 $962k +6% 10k 95.35
 View chart
Vaneck Gold Miners Etf Etf (GDX) 0.1 $946k 11k 85.77
 View chart
Colgate Palmolive Stock (CL) 0.1 $930k 12k 79.02
 View chart
T-mobile Us Stock (TMUS) 0.1 $928k +6% 4.6k 203.05
 View chart
Novartis Adr (NVS) 0.1 $927k 6.7k 137.87
 View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $918k 10k 89.43
 View chart
Fox Corp Cl A Stock (FOXA) 0.1 $879k 12k 73.07
 View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $875k 8.5k 103.13
 View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $867k 8.4k 103.56
 View chart
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $855k 4.0k 211.80
 View chart
Morgan Stanley Stock (MS) 0.1 $855k -9% 4.8k 177.54
 View chart
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $841k 15k 54.77
 View chart
Northrop Grumman Corp Stock (NOC) 0.1 $837k 1.5k 570.21
 View chart
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $826k -33% 3.1k 268.30
 View chart
The Cigna Group Stock (CI) 0.1 $825k 3.0k 275.24
 View chart
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $821k +4% 11k 75.44
 View chart
Loews Corp Stock (L) 0.1 $816k 7.8k 105.31
 View chart
Cvs Health Corp Stock (CVS) 0.1 $807k 10k 79.36
 View chart
Blackrock Stock (BLK) 0.1 $801k 748.00 1070.35
 View chart
Intel Corp Stock (INTC) 0.1 $799k -16% 22k 36.90
 View chart
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $792k +12% 2.8k 279.09
 View chart
Schwab Us Tips Etf Etf (SCHP) 0.1 $786k 30k 26.49
 View chart
Allstate Corp Stock (ALL) 0.1 $781k 3.8k 208.14
 View chart
L3harris Technologies Stock (LHX) 0.1 $758k 2.6k 293.57
 View chart
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $753k -19% 1.6k 473.34
 View chart
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $751k +7% 2.5k 302.14
 View chart
Travelers Companies Stock (TRV) 0.1 $745k -11% 2.6k 290.06
 View chart
Copart Stock (CPRT) 0.1 $744k 19k 39.15
 View chart
Cencora Stock (COR) 0.1 $730k 2.2k 337.75
 View chart
Capital Group Dividend Value Etf Etf (CGDV) 0.1 $729k +34% 17k 43.64
 View chart
Ishares Global Healthcare Etf Etf (IXJ) 0.1 $728k 7.5k 97.40
 View chart
Starbucks Corp Stock (SBUX) 0.1 $720k -7% 8.6k 84.21
 View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $697k +5% 4.9k 143.33
 View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $695k 6.1k 113.72
 View chart
Analog Devices Stock (ADI) 0.1 $674k 2.5k 271.21
 View chart
Ishares Msci Eafe Etf Etf (EFA) 0.1 $670k 7.0k 96.03
 View chart
Altria Group Stock (MO) 0.1 $660k 12k 57.66
 View chart
Topbuild Cor Stock (BLD) 0.1 $657k +9% 1.6k 417.19
 View chart
Dominion Energy Stock (D) 0.1 $657k +3% 11k 58.59
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $652k 13k 50.88
 View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.1 $651k 12k 52.41
 View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 0.1 $649k +121% 35k 18.84
 View chart
Pulte Group Stock (PHM) 0.1 $649k 5.5k 117.26
 View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $637k 6.4k 100.34
 View chart
Air Products And Chemicals Stock (APD) 0.1 $634k 2.6k 246.98
 View chart
Global Pmts Stock (GPN) 0.1 $627k 8.1k 77.40
 View chart
Zimmer Biomet Holdings Stock (ZBH) 0.1 $622k -3% 6.9k 89.92
 View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $616k 3.1k 198.62
 View chart

Past Filings by Anchor Investment Management

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

View all past filings