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 1067 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Anchor Investment Management has 1067 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) 3.1 $38M -2% 102k 370.17
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Apple Stock (AAPL) 2.8 $33M 130k 253.79
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Visa Inc Com Cl A Stock (V) 2.7 $33M 108k 302.24
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Schwab U.s. Large-cap Etf Etf (SCHX) 2.6 $31M 1.2M 25.64
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.1 $26M -18% 89k 286.86
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First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 2.1 $25M 13k 1884.66
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 2.0 $24M 1.2M 19.62
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Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 2.0 $24M +6% 1.2M 20.42
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Johnson & Johnson Stock (JNJ) 1.8 $21M 88k 244.44
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.8 $21M 74k 287.56
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Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 1.8 $21M +3204% 1.1M 18.66
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Vanguard Information Technology Etf Etf (VGT) 1.6 $19M 28k 697.71
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Abbvie Stock (ABBV) 1.6 $19M 88k 217.49
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Invesco Nasdaq 100 Etf Etf (QQQM) 1.5 $18M 77k 237.62
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.4 $17M 36k 479.20
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Amazon Stock (AMZN) 1.3 $15M +3% 74k 208.27
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Nvidia Corporation Stock (NVDA) 1.3 $15M 87k 174.40
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Exxon Mobil Corp Stock (XOM) 1.2 $14M 84k 169.66
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Invesco Qqq Trust Series I Etf (QQQ) 1.1 $13M 23k 577.17
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Eli Lilly & Co Stock (LLY) 1.0 $12M 13k 919.74
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Jpmorgan Chase & Co Stock (JPM) 1.0 $12M 41k 294.16
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Meta Platforms Inc Cl A Stock (META) 1.0 $11M 20k 572.12
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Lowes Cos Stock (LOW) 0.9 $11M 48k 236.28
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Union Pac Corp Stock (UNP) 0.9 $11M 46k 242.62
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Duke Energy Corp Stock (DUK) 0.9 $11M 83k 130.94
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Corning Stock (GLW) 0.9 $11M -4% 80k 135.97
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Fedex Corp Stock (FDX) 0.8 $10M -2% 28k 356.17
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Walmart Stock (WMT) 0.8 $9.2M 74k 124.28
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Coca Cola Stock (KO) 0.8 $9.1M 120k 76.05
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Chevron Corporation Stock (CVX) 0.8 $9.0M 44k 206.90
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Republic Svcs Stock (RSG) 0.7 $8.9M 41k 219.02
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.7 $8.8M 174k 50.61
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Caterpillar Stock (CAT) 0.7 $8.6M -2% 12k 708.46
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Costco Wholesale Corporation Stock (COST) 0.7 $8.5M 8.5k 996.43
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Unitedhealth Group Stock (UNH) 0.7 $8.0M +5% 29k 270.59
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Medtronic Stock (MDT) 0.7 $7.9M 91k 86.65
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Merck & Co Stock (MRK) 0.7 $7.9M 66k 120.29
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Watsco Stock (WSO) 0.7 $7.8M 22k 363.79
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Mckesson Corp Stock (MCK) 0.6 $7.6M +2% 8.7k 865.36
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Broadcom Stock (AVGO) 0.6 $7.4M +3% 24k 309.51
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Southern Stock (SO) 0.6 $7.3M 76k 96.52
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Procter & Gamble Stock (PG) 0.6 $7.3M 51k 144.44
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Philip Morris Intl Stock (PM) 0.6 $7.0M 43k 165.34
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Home Depot Stock (HD) 0.6 $6.7M 21k 328.90
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Netflix Stock (NFLX) 0.6 $6.7M +3% 70k 96.15
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Waste Mgmt Inc Del Stock (WM) 0.5 $6.5M -3% 28k 229.79
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Vanguard Energy Etf Etf (VDE) 0.5 $6.4M +2% 37k 173.04
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.5 $6.4M 205k 30.96
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Verizon Communications Stock (VZ) 0.5 $6.2M +13% 123k 50.20
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.5 $6.2M +5% 67k 91.37
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Enbridge Stock (ENB) 0.5 $6.1M 113k 54.14
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Oracle Corp Stock (ORCL) 0.5 $6.1M +2% 42k 147.11
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Ishares U.s. Medical Devices Etf Etf (IHI) 0.5 $6.0M 112k 53.35
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Vanguard S&p 500 Etf Etf (VOO) 0.5 $5.9M 9.9k 597.58
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Sherwin Williams Stock (SHW) 0.5 $5.8M 18k 320.55
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Ishares Semiconductor Etf Etf (SOXX) 0.5 $5.8M +2% 18k 328.67
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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.5 $5.8M +10% 135k 43.13
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Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.5 $5.7M +8% 131k 43.20
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Abbott Laboratories Stock (ABT) 0.5 $5.5M 53k 102.67
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Applied Matls Stock (AMAT) 0.4 $5.4M 16k 341.78
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State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $5.2M 7.9k 650.32
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Nextera Energy Stock (NEE) 0.4 $5.0M 53k 92.88
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Vanguard Health Care Etf Etf (VHT) 0.4 $4.9M +4% 18k 272.34
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Mastercard Incorporated Cl A Stock (MA) 0.4 $4.9M 9.9k 499.64
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $4.9M 168k 29.08
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Mcdonalds Corp Stock (MCD) 0.4 $4.7M 15k 310.78
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Qualcomm Stock (QCOM) 0.4 $4.5M 35k 128.78
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Fortinet Stock (FTNT) 0.4 $4.4M 54k 81.72
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Vanguard Financials Etf Etf (VFH) 0.4 $4.4M +4% 36k 120.81
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Adobe Stock (ADBE) 0.4 $4.3M +5% 18k 243.08
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Vanguard Value Etf Etf (VTV) 0.4 $4.2M +6% 21k 196.20
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $4.1M +5% 135k 30.68
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Emerson Elec Stock (EMR) 0.3 $4.1M 31k 131.02
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Micron Technology Stock (MU) 0.3 $4.1M +18% 12k 337.84
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Cisco Sys Stock (CSCO) 0.3 $4.0M 52k 77.59
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Norfolk Southn Corp Stock (NSC) 0.3 $4.0M 14k 286.99
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Vanguard Growth Etf Etf (VUG) 0.3 $3.9M 9.0k 436.78
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Goldman Sachs Group Stock (GS) 0.3 $3.9M 4.6k 846.07
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Autozone Stock (AZO) 0.3 $3.9M 1.2k 3377.78
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.3 $3.9M 11k 359.02
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $3.8M -4% 49k 79.27
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Bank Of Amer Corp Stock (BAC) 0.3 $3.8M 79k 48.75
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Valero Energy Corp Stock (VLO) 0.3 $3.8M 15k 247.08
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Disney Walt Stock (DIS) 0.3 $3.8M 39k 96.38
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Taiwan Semiconductor Manufact Adr (TSM) 0.3 $3.7M 11k 337.95
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Tesla Stock (TSLA) 0.3 $3.6M +2% 9.8k 371.75
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Schwab Charles Corp Stock (SCHW) 0.3 $3.6M 39k 93.98
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Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.6M +5% 11k 320.82
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Pepsico Stock (PEP) 0.3 $3.6M +22% 23k 155.29
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Csx Corp Stock (CSX) 0.3 $3.5M 86k 41.05
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Texas Instrs Stock (TXN) 0.3 $3.5M 18k 194.14
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Vanguard Industrials Etf Etf (VIS) 0.3 $3.5M +3% 11k 312.23
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Tractor Supply Stock (TSCO) 0.3 $3.4M 76k 45.30
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $3.4M -5% 16k 208.05
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Ge Aerospace Stock (GE) 0.3 $3.3M 12k 283.76
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Vanguard Communication Services Etf Etf (VOX) 0.3 $3.3M +2% 18k 179.84
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Lpl Finl Hldgs Stock (LPLA) 0.3 $3.3M +2% 11k 300.83
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United Parcel Svcs Inc Cl B Stock (UPS) 0.3 $3.2M -2% 33k 98.38
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Chesapeake Utils Corp Stock (CPK) 0.3 $3.2M 25k 126.37
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Oreilly Automotive Stock (ORLY) 0.3 $3.1M -3% 34k 92.31
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Stryker Corporation Stock (SYK) 0.3 $3.1M 9.5k 328.59
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Thermo Fisher Scientific Stock (TMO) 0.3 $3.1M -3% 6.3k 491.53
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Vanguard Consumer Staples Etf Etf (VDC) 0.3 $3.1M +11% 14k 224.60
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Intuitive Surgical Stock (ISRG) 0.3 $3.0M +4% 6.6k 460.99
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Golub Cap Bdc Cef (GBDC) 0.3 $3.0M -9% 240k 12.66
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Vanguard Real Estate Etf Etf (VNQ) 0.3 $3.0M 34k 88.70
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Rtx Corporation Stock (RTX) 0.2 $3.0M -3% 15k 192.90
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Automatic Data Processing Stock (ADP) 0.2 $3.0M -3% 15k 203.18
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Dollar Gen Corp Stock (DG) 0.2 $2.9M -2% 25k 118.73
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Unum Group Stock (UNM) 0.2 $2.9M 40k 73.03
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Truist Finl Corp Stock (TFC) 0.2 $2.9M 63k 45.97
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Archer Daniels Midland Stock (ADM) 0.2 $2.9M +20% 40k 72.69
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Cincinnati Finl Corp Stock (CINF) 0.2 $2.8M +2% 18k 157.35
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.2 $2.7M -8% 47k 58.54
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Price T Rowe Group Stock (TROW) 0.2 $2.7M +4% 30k 90.14
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Capital Group Growth Etf Etf (CGGR) 0.2 $2.7M 68k 40.19
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $2.7M 13k 215.06
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Booking Holdings Stock (BKNG) 0.2 $2.7M 642.00 4213.38
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American Express Stock (AXP) 0.2 $2.6M 8.6k 302.49
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Simplify Mbs Etf Etf (MTBA) 0.2 $2.6M 53k 49.46
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Sonoco Prods Stock (SON) 0.2 $2.5M +9% 47k 54.09
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Lockheed Martin Corp Stock (LMT) 0.2 $2.5M 4.1k 604.43
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Pfizer Stock (PFE) 0.2 $2.5M -2% 88k 28.08
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $2.5M +3% 26k 94.24
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Elevance Health Inc Formerly A Stock (ELV) 0.2 $2.4M -11% 8.1k 292.75
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $2.2M 38k 57.64
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Bank New York Mellon Corp Stock (BK) 0.2 $2.2M -2% 18k 118.63
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Aflac Stock (AFL) 0.2 $2.1M 20k 109.71
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Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $2.1M 25k 83.77
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Vanguard Mid-cap Etf Etf (VO) 0.2 $2.0M 7.1k 287.17
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International Business Machs Stock (IBM) 0.2 $2.0M 8.4k 242.40
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Boeing Stock (BA) 0.2 $2.0M +3% 10k 199.03
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Gallagher Arthur J & Co Stock (AJG) 0.2 $2.0M +9% 9.2k 216.58
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $2.0M +11% 28k 70.18
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Linde Stock (LIN) 0.2 $2.0M -2% 4.0k 495.72
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Unilever Adr (UL) 0.2 $2.0M -3% 34k 56.97
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $1.9M 59k 32.95
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GSK Adr (GSK) 0.2 $1.8M -5% 33k 55.19
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Kimberly-clark Corp Stock (KMB) 0.2 $1.8M +35% 19k 96.47
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $1.8M +18% 24k 75.10
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Asml Hldg Nv N Y Registry Adr (ASML) 0.1 $1.8M 1.3k 1320.83
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Vanguard Small-cap Etf Etf (VB) 0.1 $1.7M 6.6k 261.91
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Amgen Stock (AMGN) 0.1 $1.7M 4.9k 351.83
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Conocophillips Stock (COP) 0.1 $1.7M -3% 13k 132.00
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Paypal Hldgs Stock (PYPL) 0.1 $1.7M 38k 45.23
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $1.7M 22k 78.66
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.7M 7.9k 213.66
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $1.7M +8% 16k 106.01
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.7M +7% 11k 148.10
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Smucker J M Stock (SJM) 0.1 $1.7M +17% 17k 96.44
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Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $1.7M +2% 73k 22.70
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Advanced Micro Devices Stock (AMD) 0.1 $1.6M +3% 8.0k 203.43
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Southstate Bk Corp Stock (SSB) 0.1 $1.6M 18k 92.52
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Lululemon Athletica Stock (LULU) 0.1 $1.6M 11k 153.10
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Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.6M +15% 12k 135.72
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Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.6M +4% 55k 28.71
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General Dynamics Corp Stock (GD) 0.1 $1.5M 4.5k 343.23
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Schwab International Equity Etf Etf (SCHF) 0.1 $1.5M 61k 24.75
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Atmos Energy Corp Stock (ATO) 0.1 $1.5M 8.2k 184.72
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Transdigm Group Stock (TDG) 0.1 $1.5M +15% 1.3k 1158.96
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Source Capital Com Shs Of Ben I Cef (SOR) 0.1 $1.5M 32k 46.32
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $1.4M 12k 124.31
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Lam Research Corp Stock (LRCX) 0.1 $1.4M +3% 6.6k 213.66
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Enterprise Prods Partners Stock (EPD) 0.1 $1.4M 37k 37.84
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Ge Vernova Stock (GEV) 0.1 $1.4M 1.6k 872.95
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State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.1 $1.4M 18k 76.54
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Vanguard Utilities Etf Etf (VPU) 0.1 $1.3M +13% 6.8k 198.15
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Clorox Co Del Stock (CLX) 0.1 $1.3M +19% 13k 103.63
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Cullen Frost Bankers Stock (CFR) 0.1 $1.3M 9.8k 137.08
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Intercontinental Exchange Stock (ICE) 0.1 $1.3M 8.1k 157.28
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S&p Global Stock (SPGI) 0.1 $1.2M -13% 2.9k 425.34
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.2M 63k 19.30
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Intuit Stock (INTU) 0.1 $1.2M +5% 2.8k 432.36
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Illinois Tool Wks Stock (ITW) 0.1 $1.2M -3% 4.6k 260.30
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At&t Stock (T) 0.1 $1.2M -29% 41k 28.99
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Salesforce Stock (CRM) 0.1 $1.2M +30% 6.3k 186.67
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Paychex Stock (PAYX) 0.1 $1.2M 13k 92.12
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Pinnacle Finl Partners Stock (PNFP) 0.1 $1.2M NEW 13k 86.14
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Workday Inc Cl A Stock (WDAY) 0.1 $1.1M +4% 8.7k 129.92
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Fiserv Stock (FISV) 0.1 $1.1M -29% 20k 55.80
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Wells Fargo & Co Stock (WFC) 0.1 $1.1M +2% 14k 79.61
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $1.1M 16k 67.53
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Moodys Corp Stock (MCO) 0.1 $1.1M 2.5k 436.26
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Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.1M +15% 7.4k 146.28
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Labcorp Holdings Stock (LH) 0.1 $1.1M 4.0k 266.83
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T-mobile Us Stock (TMUS) 0.1 $1.0M +8% 5.0k 210.03
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First Cmnty Corp S C Stock (FCCO) 0.1 $1.0M +8% 36k 29.23
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Kinder Morgan Inc Del Stock (KMI) 0.1 $1.0M -21% 31k 33.53
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Novartis Adr (NVS) 0.1 $1.0M 6.7k 152.75
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Vaneck Gold Miners Etf Etf (GDX) 0.1 $1.0M 11k 91.77
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $1.0M +12% 8.6k 118.62
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Citigroup Stock (C) 0.1 $1.0M +2% 8.8k 113.42
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Blackstone Stock (BX) 0.1 $1.0M 8.7k 114.99
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Northrop Grumman Corp Stock (NOC) 0.1 $1000k 1.5k 682.24
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Spotify Technology S A Stock (SPOT) 0.1 $996k +7% 2.1k 484.91
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Te Connectivity Plc Ord Stock (TEL) 0.1 $996k -3% 4.8k 209.02
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Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL) 0.1 $989k -2% 25k 40.14
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Colgate Palmolive Stock (CL) 0.1 $961k -4% 11k 85.23
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Ecolab Stock (ECL) 0.1 $961k -3% 3.6k 266.02
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Simplify Interest Rate Hedge Etf Etf (PFIX) 0.1 $945k +121% 20k 46.23
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $933k +11% 12k 77.11
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Alnylam Pharmaceuticals Stock (ALNY) 0.1 $933k +4% 2.8k 330.87
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $907k +3% 4.2k 217.25
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Synopsys Stock (SNPS) 0.1 $907k 2.3k 396.48
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Edwards Lifesciences Corp Stock (EW) 0.1 $902k -3% 11k 80.08
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $902k 10k 87.84
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L3harris Technologies Stock (LHX) 0.1 $892k 2.6k 345.15
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Loews Corp Stock (L) 0.1 $824k 7.7k 106.74
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Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $823k 8.5k 96.91
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Danaher Corp Del Stock (DHR) 0.1 $817k -3% 4.3k 189.60
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Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $802k 5.6k 142.85
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The Cigna Group Stock (CI) 0.1 $800k 3.0k 266.76
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Bristol-myers Squibb Stock (BMY) 0.1 $797k +16% 13k 60.65
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Analog Devices Stock (ADI) 0.1 $791k 2.5k 318.15
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Morgan Stanley Stock (MS) 0.1 $786k 4.8k 164.55
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Ingles Mkts Inc Cl A Stock (IMKTA) 0.1 $782k +10% 8.7k 89.89
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $768k -5% 7.9k 96.70
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State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $759k 15k 49.37
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Travelers Companies Stock (TRV) 0.1 $752k 2.6k 291.68
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Uber Technologies Stock (UBER) 0.1 $748k -65% 10k 71.93
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Allstate Corp Stock (ALL) 0.1 $747k -4% 3.6k 207.33
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Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $745k 2.5k 302.22
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Dominion Energy Stock (D) 0.1 $741k +6% 12k 61.82
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Starbucks Corp Stock (SBUX) 0.1 $739k -3% 8.2k 89.59
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Altria Group Stock (MO) 0.1 $738k -2% 11k 65.99
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Air Products And Chemicals Stock (APD) 0.1 $731k 2.5k 290.45
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Cvs Health Corp Stock (CVS) 0.1 $731k 10k 71.82
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $728k +2% 5.0k 145.79
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Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $728k 12k 61.35
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $724k 6.1k 118.45
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Schwab Us Tips Etf Etf (SCHP) 0.1 $721k -8% 27k 26.61
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $715k -2% 2.8k 257.39
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Capital Group Dividend Value Etf Etf (CGDV) 0.1 $710k 17k 42.54
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $710k +4% 1.7k 426.45
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Ishares Global Healthcare Etf Etf (IXJ) 0.1 $705k 7.5k 93.54
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Blackrock Stock (BLK) 0.1 $692k -3% 720.00 961.73
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Vanguard Materials Etf Etf (VAW) 0.1 $691k +17% 3.1k 225.31
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $683k 7.0k 97.13
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Deere & Co Stock (DE) 0.1 $680k 1.2k 563.38
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Cencora Stock (COR) 0.1 $676k 2.2k 314.14
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Fox Corp Cl A Stock (FOXA) 0.1 $673k -4% 12k 58.40
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Intel Corp Stock (INTC) 0.1 $664k -30% 15k 44.13
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.1 $649k 12k 52.19
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $639k 6.4k 100.57
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Invesco Bulletshares 2028 Municipal Bond Etf Etf (BSMS) 0.1 $636k +81% 27k 23.40
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Pulte Group Stock (PHM) 0.1 $629k -3% 5.3k 117.61
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State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $624k 14k 45.65
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Applovin Corp Com Cl A Stock (APP) 0.1 $616k NEW 1.5k 398.00
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Invesco Bulletshares 2029 Municipal Bond Etf Etf (BSMT) 0.1 $610k +562% 27k 23.02
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Topbuild Cor Stock (BLD) 0.1 $606k +9% 1.7k 351.30
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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