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 1023 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Anchor Investment Management has 1023 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 +2% 103k 421.50
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Visa Inc Com Cl A Stock (V) 3.0 $33M 103k 316.04
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Apple Stock (AAPL) 3.0 $33M +3% 130k 250.42
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Schwab U.s. Large-cap Etf Etf (SCHX) 2.4 $26M +198% 1.1M 23.18
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Invesco Qqq Trust Series I Etf (QQQ) 2.0 $21M -4% 41k 511.23
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Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 1.9 $20M +4% 976k 20.65
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.8 $20M +3% 103k 189.30
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Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 1.8 $19M +6% 976k 19.43
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.7 $18M +6% 942k 19.48
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First Ctzns Bancshares Inc N C Cl A Stock (FCNCA) 1.7 $18M 8.5k 2113.02
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.7 $18M 40k 453.28
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Vanguard Information Technology Etf Etf (VGT) 1.7 $18M 29k 621.80
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.6 $17M 89k 190.44
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Abbvie Stock (ABBV) 1.5 $16M +2% 91k 177.70
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Amazon Stock (AMZN) 1.4 $15M +2% 68k 219.39
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Johnson & Johnson Stock (JNJ) 1.2 $13M 92k 144.62
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Meta Platforms Inc Cl A Stock (META) 1.1 $12M 20k 585.50
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Unitedhealth Group Stock (UNH) 1.1 $12M 23k 505.86
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Lowes Cos Stock (LOW) 1.1 $11M 46k 246.80
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Procter And Gamble Stock (PG) 1.0 $11M +4% 65k 167.65
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Exxon Mobil Corp Stock (XOM) 1.0 $11M -6% 101k 107.57
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Eli Lilly & Co Stock (LLY) 1.0 $11M 14k 771.99
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Union Pac Corp Stock (UNP) 0.9 $10M 44k 228.04
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Nvidia Corporation Stock (NVDA) 0.9 $9.7M +10% 73k 134.29
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Jpmorgan Chase & Co Stock (JPM) 0.9 $9.7M 40k 239.71
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.8 $8.8M +16% 42k 210.45
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Duke Energy Corp Stock (DUK) 0.8 $8.8M 81k 107.74
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Watsco Stock (WSO) 0.8 $8.7M +7911% 18k 473.89
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Medtronic Stock (MDT) 0.8 $8.5M 107k 79.88
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Fedex Corp Stock (FDX) 0.7 $8.0M 28k 281.33
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Republic Svcs Stock (RSG) 0.7 $7.9M 39k 201.18
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Home Depot Stock (HD) 0.7 $7.8M +2% 20k 388.99
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Coca Cola Stock (KO) 0.7 $7.6M +2% 122k 62.26
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Costco Whsl Corp Stock (COST) 0.7 $7.5M +2% 8.2k 916.22
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Adobe Stock (ADBE) 0.7 $7.4M 17k 444.68
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Walmart Stock (WMT) 0.7 $7.4M -7% 82k 90.35
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Fiserv Stock (FI) 0.7 $7.1M -2% 35k 205.42
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Merck & Co Stock (MRK) 0.7 $7.0M -5% 71k 99.48
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Oracle Corp Stock (ORCL) 0.6 $6.6M -6% 39k 166.64
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $6.4M +9% 127k 50.37
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Southern Stock (SO) 0.6 $6.3M 76k 82.32
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Ishares U.s. Medical Devices Etf Etf (IHI) 0.6 $6.2M +2% 107k 58.35
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Abbott Labs Stock (ABT) 0.6 $6.1M 54k 113.11
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Waste Mgmt Inc Del Stock (WM) 0.6 $6.0M 30k 201.79
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Thermo Fisher Scientific Stock (TMO) 0.6 $6.0M 12k 520.25
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Chevron Corp Stock (CVX) 0.6 $5.9M -11% 41k 144.84
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Netflix Stock (NFLX) 0.5 $5.9M -7% 6.6k 891.32
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Sherwin Williams Stock (SHW) 0.5 $5.8M 17k 339.92
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.5 $5.6M +187% 202k 27.71
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Vanguard S&p 500 Etf Etf (VOO) 0.5 $5.6M 10k 538.80
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Philip Morris Intl Stock (PM) 0.5 $5.4M 45k 120.35
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Qualcomm Stock (QCOM) 0.5 $5.4M +2% 35k 153.62
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United Parcel Service Inc Cl B Stock (UPS) 0.5 $5.2M -3% 41k 126.10
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Enbridge Stock (ENB) 0.5 $5.1M -2% 120k 42.43
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Broadcom Stock (AVGO) 0.5 $5.1M -8% 22k 231.84
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Caterpillar Stock (CAT) 0.5 $5.0M +4% 14k 362.76
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Disney Walt Stock (DIS) 0.5 $4.9M +6% 44k 111.35
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Mckesson Corp Stock (MCK) 0.5 $4.9M 8.6k 569.91
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Mastercard Incorporated Cl A Stock (MA) 0.5 $4.9M 9.2k 526.60
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Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $4.7M 8.1k 586.07
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Verizon Communications Stock (VZ) 0.4 $4.7M 117k 39.99
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.4 $4.6M 59k 78.01
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Corning Stock (GLW) 0.4 $4.6M -3% 97k 47.52
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Automatic Data Processing Stock (ADP) 0.4 $4.5M 15k 292.73
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Mcdonalds Corp Stock (MCD) 0.4 $4.3M +5% 15k 289.89
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $4.2M +95% 162k 25.86
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Golub Cap Bdc Cef (GBDC) 0.4 $4.2M 274k 15.16
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Fortinet Stock (FTNT) 0.4 $4.0M -7% 42k 94.48
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Nextera Energy Stock (NEE) 0.4 $3.9M +4% 54k 71.69
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Vanguard Financials Etf Etf (VFH) 0.4 $3.9M -2% 33k 118.07
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Ishares Semiconductor Etf Etf (SOXX) 0.4 $3.9M +4% 18k 215.49
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.4 $3.8M 10k 375.38
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Emerson Elec Stock (EMR) 0.4 $3.8M 31k 123.93
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Vanguard Health Care Etf Etf (VHT) 0.3 $3.7M +2% 15k 253.69
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.3 $3.7M +5% 53k 70.71
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Vanguard Energy Etf Etf (VDE) 0.3 $3.7M +5% 31k 121.31
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Pfizer Stock (PFE) 0.3 $3.7M -2% 140k 26.53
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Autozone Stock (AZO) 0.3 $3.6M +3% 1.1k 3202.00
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Unum Group Stock (UNM) 0.3 $3.6M 49k 73.03
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Bank America Corp Stock (BAC) 0.3 $3.6M -5% 81k 43.95
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Stryker Corporation Stock (SYK) 0.3 $3.6M 9.9k 360.05
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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.3 $3.5M +7% 104k 33.34
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Tesla Stock (TSLA) 0.3 $3.4M -15% 8.4k 403.84
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Norfolk Southn Corp Stock (NSC) 0.3 $3.3M 14k 234.69
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Kellanova Stock (K) 0.3 $3.3M 41k 80.97
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Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.3 $3.3M +3% 104k 31.92
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Truist Finl Corp Stock (TFC) 0.3 $3.3M 76k 43.38
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Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.3M -9% 11k 289.81
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Cisco Sys Stock (CSCO) 0.3 $3.3M 55k 59.20
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Lpl Finl Hldgs Stock (LPLA) 0.3 $3.2M 9.7k 326.51
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $3.1M +198% 115k 27.32
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $3.1M 54k 58.18
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Price T Rowe Group Stock (TROW) 0.3 $3.1M +2% 28k 113.09
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $3.1M 17k 184.88
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Pepsico Stock (PEP) 0.3 $3.1M -16% 20k 152.06
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Edwards Lifesciences Corp Stock (EW) 0.3 $3.1M +12% 41k 74.03
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Booking Holdings Stock (BKNG) 0.3 $3.0M +30% 604.00 4968.42
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Paypal Hldgs Stock (PYPL) 0.3 $3.0M 35k 85.35
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Chesapeake Utils Corp Stock (CPK) 0.3 $2.9M +3% 24k 121.35
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Oreilly Automotive Stock (ORLY) 0.3 $2.9M 2.5k 1185.80
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Csx Corp Stock (CSX) 0.3 $2.8M -2% 88k 32.27
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Vanguard Real Estate Etf Etf (VNQ) 0.3 $2.8M +3% 31k 89.08
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Vanguard Communication Services Etf Etf (VOX) 0.3 $2.8M +4% 18k 154.96
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Elevance Health Stock (ELV) 0.3 $2.7M +21% 7.4k 368.91
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Vanguard Industrials Etf Etf (VIS) 0.3 $2.7M +3% 11k 254.39
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American Express Stock (AXP) 0.2 $2.7M 9.0k 296.79
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Goldman Sachs Group Stock (GS) 0.2 $2.6M +9% 4.6k 572.66
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Vanguard Value Etf Etf (VTV) 0.2 $2.5M +24% 15k 169.30
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $2.5M 13k 195.83
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $2.5M -13% 66k 37.53
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Capital Group Growth Etf Etf (CGGR) 0.2 $2.4M 64k 37.17
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $2.3M 39k 59.73
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Unilever Adr (UL) 0.2 $2.3M -3% 41k 56.70
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Vanguard Growth Etf Etf (VUG) 0.2 $2.3M +18% 5.6k 410.41
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Kimberly-clark Corp Stock (KMB) 0.2 $2.3M -15% 18k 131.04
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S&p Global Stock (SPGI) 0.2 $2.3M +50% 4.6k 498.03
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Texas Instrs Stock (TXN) 0.2 $2.2M +2% 12k 187.51
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Lululemon Athletica Stock (LULU) 0.2 $2.2M +24% 5.7k 382.41
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Archer Daniels Midland Stock (ADM) 0.2 $2.2M -13% 43k 50.52
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Sonoco Prods Stock (SON) 0.2 $2.1M 44k 48.85
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Rtx Corporation Stock (RTX) 0.2 $2.1M +21% 18k 115.72
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Vanguard Consumer Staples Etf Etf (VDC) 0.2 $2.1M 10k 211.38
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Applied Matls Stock (AMAT) 0.2 $2.1M 13k 162.63
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Aflac Stock (AFL) 0.2 $2.1M 20k 103.44
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Tractor Supply Stock (TSCO) 0.2 $2.1M +393% 40k 53.06
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Schwab Charles Corp Stock (SCHW) 0.2 $2.1M -22% 28k 74.01
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Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $2.1M 30k 67.96
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Lockheed Martin Corp Stock (LMT) 0.2 $2.0M 4.2k 485.94
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Vanguard Mid-cap Etf Etf (VO) 0.2 $2.0M 7.6k 264.15
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Ge Aerospace Stock (GE) 0.2 $2.0M +3% 12k 166.79
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Dollar Gen Corp Stock (DG) 0.2 $1.9M +47% 26k 75.82
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $1.9M 73k 26.63
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Synopsys Stock (SNPS) 0.2 $1.9M +35% 4.0k 485.36
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Uber Technologies Stock (UBER) 0.2 $1.9M -7% 31k 60.32
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Paychex Stock (PAYX) 0.2 $1.9M 13k 140.22
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Smucker J M Stock (SJM) 0.2 $1.8M -14% 16k 110.12
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Workday Inc Cl A Stock (WDAY) 0.2 $1.8M +10% 7.0k 258.03
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Southstate Corporation Stock (SSB) 0.2 $1.8M 18k 99.48
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International Business Machs Stock (IBM) 0.2 $1.8M +2% 8.0k 219.82
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Clorox Co Del Stock (CLX) 0.2 $1.7M +3% 11k 162.41
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Simplify Mbs Etf Etf (MTBA) 0.2 $1.7M +12% 34k 49.69
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Vanguard Small-cap Etf Etf (VB) 0.2 $1.7M 7.1k 240.28
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Amgen Stock (AMGN) 0.2 $1.7M +6% 6.5k 260.63
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Chipotle Mexican Grill Stock (CMG) 0.2 $1.6M +3% 27k 60.30
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $1.6M +28% 14k 115.22
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Valero Energy Corp Stock (VLO) 0.2 $1.6M +10% 13k 122.59
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $1.6M +5% 24k 67.88
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $1.6M 26k 61.34
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $1.5M -2% 7.8k 197.49
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Bank New York Mellon Corp Stock (BK) 0.1 $1.5M 20k 76.83
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Intuit Stock (INTU) 0.1 $1.5M 2.4k 628.49
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.4M 7.7k 185.13
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $1.4M -2% 14k 99.55
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GSK Adr (GSK) 0.1 $1.4M -8% 42k 33.82
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Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $1.4M 68k 20.59
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $1.4M 25k 55.45
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.3M -2% 11k 127.59
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Illinois Tool Wks Stock (ITW) 0.1 $1.3M 5.2k 253.54
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Cullen Frost Bankers Stock (CFR) 0.1 $1.3M 9.8k 134.25
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Salesforce Stock (CRM) 0.1 $1.3M -11% 3.8k 334.35
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.2M 64k 19.59
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Intercontinental Exchange Stock (ICE) 0.1 $1.2M 8.3k 149.00
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Linde Stock (LIN) 0.1 $1.2M +4% 3.0k 418.67
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Servicenow Stock (NOW) 0.1 $1.2M -15% 1.2k 1060.12
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $1.2M -43% 3.5k 351.79
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Moodys Corp Stock (MCO) 0.1 $1.2M -17% 2.5k 473.37
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The Cigna Group Stock (CI) 0.1 $1.2M +31% 4.3k 276.14
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Source Capital Com Shs Of Ben I Cef (SOR) 0.1 $1.2M 27k 43.49
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Conocophillips Stock (COP) 0.1 $1.2M +5% 12k 99.17
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Zimmer Biomet Holdings Stock (ZBH) 0.1 $1.2M -7% 11k 105.63
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Copart Stock (CPRT) 0.1 $1.2M 21k 57.39
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Novo-nordisk A S Adr (NVO) 0.1 $1.2M 13k 86.02
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Schwab International Equity Etf Etf (SCHF) 0.1 $1.2M +104% 63k 18.50
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Atmos Energy Corp Stock (ATO) 0.1 $1.1M 8.2k 139.27
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Danaher Corporation Stock (DHR) 0.1 $1.1M -17% 5.0k 229.55
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.1M +16% 1.6k 693.08
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Enterprise Prods Partners Stock (EPD) 0.1 $1.1M 35k 31.36
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Colgate Palmolive Stock (CL) 0.1 $1.1M 12k 90.91
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Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.1M -2% 9.7k 112.25
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $1.1M -3% 19k 57.41
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Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $1.1M -3% 5.8k 186.70
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Schwab Us Tips Etf Etf (SCHP) 0.1 $1.1M +70% 41k 25.83
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Transdigm Group Stock (TDG) 0.1 $1.0M -9% 827.00 1267.28
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General Dynamics Corp Stock (GD) 0.1 $1.0M -21% 4.0k 263.49
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Kinder Morgan Inc Del Stock (KMI) 0.1 $1.0M 37k 27.40
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Mercadolibre Stock (MELI) 0.1 $983k -8% 578.00 1700.44
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $962k 15k 62.31
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Advanced Micro Devices Stock (AMD) 0.1 $953k +2% 7.9k 120.79
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Boeing Stock (BA) 0.1 $949k 5.4k 177.00
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Wells Fargo Stock (WFC) 0.1 $949k -15% 14k 70.24
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Starbucks Corp Stock (SBUX) 0.1 $946k -16% 10k 91.25
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Labcorp Holdings Stock (LH) 0.1 $932k -4% 4.1k 229.32
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Vanguard Utilities Etf Etf (VPU) 0.1 $925k +2% 5.7k 163.42
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Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $905k -2% 9.4k 96.14
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Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $896k 12k 76.90
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Ecolab Stock (ECL) 0.1 $882k 3.8k 234.32
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $877k 13k 68.94
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $861k 9.3k 92.73
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At&t Stock (T) 0.1 $849k 37k 22.77
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Air Prods & Chems Stock (APD) 0.1 $849k 2.9k 290.05
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Intel Corp Stock (INTC) 0.1 $843k -20% 42k 20.05
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Bristol-myers Squibb Stock (BMY) 0.1 $819k -4% 15k 56.56
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Equitable Hldgs Stock (EQH) 0.1 $807k -2% 17k 47.17
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Blackrock Stock (BLK) 0.1 $799k 779.00 1025.11
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $795k 9.8k 80.93
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $794k 2.0k 401.58
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Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL) 0.1 $789k 21k 38.39
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Global Pmts Stock (GPN) 0.1 $784k 7.0k 112.06
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First Cmnty Corp S C Stock (FCCO) 0.1 $778k 32k 24.00
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $774k 3.9k 198.19
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Te Connectivity Plc Ord Stock (TEL) 0.1 $754k +4% 5.3k 142.97
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Target Corp Stock (TGT) 0.1 $740k 5.5k 135.18
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Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $739k 26k 28.15
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Novartis Adr (NVS) 0.1 $732k 7.5k 97.31
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Boston Scientific Corp Stock (BSX) 0.1 $727k +4523% 8.1k 89.32
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Allstate Corp Stock (ALL) 0.1 $722k 3.7k 192.79
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Financial Select Sector Spdr Fund Etf (XLF) 0.1 $717k +2% 15k 48.33
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Regeneron Pharmaceuticals Stock (REGN) 0.1 $716k +17% 1.0k 712.33
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Northrop Grumman Corp Stock (NOC) 0.1 $705k 1.5k 469.29
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Loews Corp Stock (L) 0.1 $695k 8.2k 84.69
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Gallagher Arthur J & Co Stock (AJG) 0.1 $687k 2.4k 283.83
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $670k 6.2k 108.61
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Altria Group Stock (MO) 0.1 $669k -2% 13k 52.29
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $667k -4% 6.7k 100.34
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Morgan Stanley Stock (MS) 0.1 $652k -23% 5.2k 125.72
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Pulte Group Stock (PHM) 0.1 $651k -6% 6.0k 108.90
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Ishares Global Healthcare Etf Etf (IXJ) 0.1 $647k -3% 7.5k 85.97
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.1 $643k 12k 51.73
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Fox Corp Cl A Stock (FOXA) 0.1 $626k -3% 13k 48.58
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Micron Technology Stock (MU) 0.1 $609k 7.2k 84.16
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Dover Corp Stock (DOV) 0.1 $608k 3.2k 187.60
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Humana Stock (HUM) 0.1 $604k -4% 2.4k 253.71
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Dominion Energy Stock (D) 0.1 $603k -11% 11k 53.86
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Baxter Intl Stock (BAX) 0.1 $597k +79% 21k 29.16
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $576k 4.1k 139.35
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Vertex Pharmaceuticals Stock (VRTX) 0.1 $566k -11% 1.4k 402.70
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Vaneck Gold Miners Etf Etf (GDX) 0.1 $561k 17k 33.91
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Vanguard Materials Etf Etf (VAW) 0.1 $557k +3% 3.0k 187.87
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $552k 3.1k 178.08
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L3harris Technologies Stock (LHX) 0.1 $551k 2.6k 210.28
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $546k +4% 4.8k 114.49
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Hologic Stock (HOLX) 0.1 $543k -5% 7.5k 72.09
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Constellation Brands Inc Cl A Stock (STZ) 0.1 $542k 2.5k 221.00
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Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $538k -3% 1.9k 280.06
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Ge Vernova Stock (GEV) 0.1 $537k -14% 1.6k 328.93
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Cvs Health Corp Stock (CVS) 0.0 $534k -15% 12k 44.89
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Ishares Msci Eafe Etf Etf (EFA) 0.0 $533k 7.0k 75.61
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Analog Devices Stock (ADI) 0.0 $528k 2.5k 212.46
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $527k 9.2k 57.45
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Deere & Co Stock (DE) 0.0 $525k 1.2k 423.86
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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