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 1005 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Anchor Investment Management has 1005 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) 4.6 $44M 99k 446.95
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Visa Inc Com Cl A Stock (V) 2.7 $27M 102k 262.47
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Apple Stock (AAPL) 2.7 $26M +2% 126k 210.62
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Schwab U.s. Large-cap Etf Etf (SCHX) 2.3 $22M +12% 347k 64.25
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Invesco Qqq Trust Series I Etf (QQQ) 2.1 $20M 42k 479.11
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Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 1.9 $19M +6% 916k 20.45
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.8 $17M 94k 182.15
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Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 1.7 $17M +8% 884k 19.18
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $17M -2% 90k 183.42
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.7 $16M +10% 847k 19.22
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Vanguard Information Technology Etf Etf (VGT) 1.7 $16M +27% 28k 576.58
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.5 $15M 37k 406.80
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Abbvie Stock (ABBV) 1.5 $15M 86k 171.52
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First Ctzns Bancshares Inc N C Cl A Stock (FCNCA) 1.5 $15M +9% 8.6k 1683.61
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Johnson & Johnson Stock (JNJ) 1.3 $13M -2% 89k 146.16
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Eli Lilly & Co Stock (LLY) 1.3 $13M 14k 905.39
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Exxon Mobil Corp Stock (XOM) 1.3 $12M 107k 115.12
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Amazon Stock (AMZN) 1.3 $12M 63k 193.25
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Unitedhealth Group Stock (UNH) 1.2 $11M +9% 22k 509.27
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Meta Platforms Inc Cl A Stock (META) 1.0 $10M 20k 504.22
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Procter And Gamble Stock (PG) 1.0 $10M +9% 61k 164.92
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Lowes Cos Stock (LOW) 1.0 $9.8M 44k 220.46
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Union Pac Corp Stock (UNP) 1.0 $9.7M +2% 43k 226.26
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Merck & Co Stock (MRK) 0.9 $9.1M -2% 74k 123.80
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Nvidia Corporation Stock (NVDA) 0.9 $9.0M +1087% 73k 123.54
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Adobe Stock (ADBE) 0.9 $8.9M +9% 16k 555.54
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Fedex Corp Stock (FDX) 0.9 $8.6M 29k 299.84
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Medtronic Stock (MDT) 0.9 $8.4M +30% 106k 78.71
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Jpmorgan Chase & Co Stock (JPM) 0.8 $8.1M +3% 40k 202.26
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Duke Energy Corp Stock (DUK) 0.8 $8.0M 80k 100.23
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Coca Cola Stock (KO) 0.8 $7.7M 121k 63.65
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Republic Svcs Stock (RSG) 0.7 $7.2M 37k 194.34
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Home Depot Stock (HD) 0.7 $6.9M 20k 344.23
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Qualcomm Stock (QCOM) 0.7 $6.8M -6% 34k 199.18
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Costco Whsl Corp Stock (COST) 0.7 $6.7M 7.8k 849.95
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Waste Mgmt Inc Del Stock (WM) 0.7 $6.6M 31k 213.34
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Chevron Corp Stock (CVX) 0.7 $6.5M +12% 42k 156.42
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United Parcel Service Inc Cl B Stock (UPS) 0.7 $6.4M -15% 47k 136.85
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.6 $6.3M +5% 81k 77.28
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Thermo Fisher Scientific Stock (TMO) 0.6 $6.2M 11k 553.00
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Oracle Corp Stock (ORCL) 0.6 $6.0M -12% 42k 141.20
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Southern Stock (SO) 0.6 $5.9M 77k 77.57
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Walmart Stock (WMT) 0.6 $5.8M +6% 85k 67.71
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Ishares U.s. Medical Devices Etf Etf (IHI) 0.6 $5.7M +4% 102k 56.04
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $5.7M +8% 112k 50.47
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.6 $5.5M +2% 28k 197.11
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Abbott Labs Stock (ABT) 0.6 $5.5M 53k 103.91
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.6 $5.4M -36% 69k 77.83
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Fiserv Stock (FI) 0.5 $5.2M +2% 35k 149.04
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Sherwin Williams Stock (SHW) 0.5 $5.2M 17k 298.43
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Mckesson Corp Stock (MCK) 0.5 $5.1M +3% 8.8k 584.04
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Vanguard S&p 500 Etf Etf (VOO) 0.5 $4.9M +3% 9.8k 500.15
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Verizon Communications Stock (VZ) 0.5 $4.9M 118k 41.24
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Netflix Stock (NFLX) 0.5 $4.7M 7.0k 674.88
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Philip Morris Intl Stock (PM) 0.5 $4.5M 45k 101.33
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Enbridge Stock (ENB) 0.4 $4.4M -3% 122k 35.59
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Pepsico Stock (PEP) 0.4 $4.3M +17% 26k 164.93
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Caterpillar Stock (CAT) 0.4 $4.3M +3% 13k 333.11
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Disney Walt Stock (DIS) 0.4 $4.2M 42k 99.29
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Mastercard Incorporated Cl A Stock (MA) 0.4 $4.1M 9.2k 441.14
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Pfizer Stock (PFE) 0.4 $4.0M 144k 27.98
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Corning Stock (GLW) 0.4 $4.0M -2% 104k 38.85
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Ishares Semiconductor Etf Etf (SOXX) 0.4 $4.0M 16k 246.63
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Bank America Corp Stock (BAC) 0.4 $4.0M +10% 101k 39.77
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $3.9M +27% 83k 47.45
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Vanguard Health Care Etf Etf (VHT) 0.4 $3.8M -6% 14k 266.01
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Vanguard Total Stock Market Etf Etf (VTI) 0.4 $3.7M +12% 14k 267.50
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.4 $3.7M -7% 63k 57.99
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Applied Matls Stock (AMAT) 0.4 $3.6M +16% 15k 235.99
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.4 $3.6M +8% 52k 69.35
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Nextera Energy Stock (NEE) 0.4 $3.5M +69% 50k 70.81
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Edwards Lifesciences Corp Stock (EW) 0.4 $3.5M -2% 38k 92.37
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Vanguard Energy Etf Etf (VDE) 0.4 $3.4M -11% 27k 127.57
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Broadcom Stock (AVGO) 0.4 $3.4M 2.1k 1605.51
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Automatic Data Processing Stock (ADP) 0.4 $3.4M 14k 238.69
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Stryker Corporation Stock (SYK) 0.3 $3.4M 10k 340.25
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Mcdonalds Corp Stock (MCD) 0.3 $3.3M -7% 13k 254.85
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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.3 $3.3M +9% 99k 33.65
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Vanguard Financials Etf Etf (VFH) 0.3 $3.3M -2% 33k 99.88
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Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.3 $3.3M +13% 101k 32.67
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Emerson Elec Stock (EMR) 0.3 $3.2M -3% 29k 110.16
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Comcast Corp New Cl A Stock (CMCSA) 0.3 $3.2M -34% 81k 39.16
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Truist Finl Corp Stock (TFC) 0.3 $3.2M 82k 38.85
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.3 $3.1M -8% 10k 312.32
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Price T Rowe Group Stock (TROW) 0.3 $3.1M +4% 27k 115.31
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Autozone Stock (AZO) 0.3 $3.1M +5% 1.0k 2964.10
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Norfolk Southn Corp Stock (NSC) 0.3 $3.0M 14k 214.69
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Archer Daniels Midland Stock (ADM) 0.3 $3.0M -2% 50k 60.45
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Csx Corp Stock (CSX) 0.3 $3.0M 90k 33.45
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $3.0M +4% 38k 77.76
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $2.9M 17k 171.52
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Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $2.9M 5.3k 544.21
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Kimberly-clark Corp Stock (KMB) 0.3 $2.9M -2% 21k 138.20
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Elevance Health Stock (ELV) 0.3 $2.7M +4% 5.0k 541.88
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Cisco Sys Stock (CSCO) 0.3 $2.7M 57k 47.51
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Oreilly Automotive Stock (ORLY) 0.3 $2.7M -3% 2.5k 1056.06
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Synopsys Stock (SNPS) 0.3 $2.7M +49% 4.5k 595.06
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Fortinet Stock (FTNT) 0.3 $2.7M +19% 44k 60.27
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $2.6M 40k 65.44
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Unum Group Stock (UNM) 0.3 $2.5M 49k 51.11
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Kellanova Stock (K) 0.3 $2.5M 43k 57.68
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Schwab Charles Corp Stock (SCHW) 0.2 $2.4M +7% 33k 73.69
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Vanguard Real Estate Etf Etf (VNQ) 0.2 $2.4M +11% 28k 83.76
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Unilever Adr (UL) 0.2 $2.4M 43k 54.99
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Vanguard Industrials Etf Etf (VIS) 0.2 $2.4M -24% 10k 235.22
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Chesapeake Utils Corp Stock (CPK) 0.2 $2.4M +7% 22k 106.20
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Sonoco Prods Stock (SON) 0.2 $2.3M 46k 50.72
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Lpl Finl Hldgs Stock (LPLA) 0.2 $2.3M +8% 8.4k 279.30
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Intel Corp Stock (INTC) 0.2 $2.3M -39% 75k 30.97
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Vanguard Communication Services Etf Etf (VOX) 0.2 $2.3M +1268% 16k 138.20
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Uber Technologies Stock (UBER) 0.2 $2.3M +2% 31k 72.68
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Tractor Supply Stock (TSCO) 0.2 $2.2M -3% 8.1k 270.00
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Smucker J M Stock (SJM) 0.2 $2.2M 20k 109.04
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Dollar Gen Corp Stock (DG) 0.2 $2.1M +3% 16k 132.23
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $2.1M -4% 78k 26.56
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American Express Stock (AXP) 0.2 $2.1M +16% 8.9k 231.55
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Amgen Stock (AMGN) 0.2 $1.9M +3% 6.2k 312.45
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Vanguard Mid-cap Etf Etf (VO) 0.2 $1.9M -7% 8.0k 242.10
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Booking Holdings Stock (BKNG) 0.2 $1.9M 485.00 3961.50
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Vanguard Consumer Staples Etf Etf (VDC) 0.2 $1.9M +11% 9.3k 203.02
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Novo-nordisk A S Adr (NVO) 0.2 $1.9M 13k 142.74
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GSK Adr (GSK) 0.2 $1.9M 49k 38.50
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Paypal Hldgs Stock (PYPL) 0.2 $1.9M +5% 32k 58.03
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Texas Instrs Stock (TXN) 0.2 $1.8M -3% 9.3k 194.53
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Lockheed Martin Corp Stock (LMT) 0.2 $1.8M 3.8k 467.10
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Aflac Stock (AFL) 0.2 $1.7M 20k 89.31
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Vanguard Value Etf Etf (VTV) 0.2 $1.7M -9% 11k 160.41
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Tesla Stock (TSLA) 0.2 $1.7M -3% 8.8k 197.88
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $1.7M 5.7k 303.41
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Valero Energy Corp Stock (VLO) 0.2 $1.6M +508% 11k 156.76
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Vanguard Growth Etf Etf (VUG) 0.2 $1.6M +15% 4.4k 374.01
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The Cigna Group Stock (CI) 0.2 $1.6M +4% 4.8k 330.57
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Vanguard Small-cap Etf Etf (VB) 0.2 $1.6M 7.2k 218.04
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General Dynamics Corp Stock (GD) 0.2 $1.5M +3% 5.3k 290.14
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Paychex Stock (PAYX) 0.2 $1.5M -6% 13k 118.56
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Chipotle Mexican Grill Stock (CMG) 0.2 $1.5M +9035% 24k 62.65
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $1.5M +4% 22k 68.53
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Rtx Corporation Stock (RTX) 0.2 $1.5M -2% 15k 100.39
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Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $1.5M 8.6k 174.46
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Danaher Corporation Stock (DHR) 0.2 $1.5M -2% 6.0k 249.85
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Intuit Stock (INTU) 0.2 $1.5M 2.3k 657.21
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Goldman Sachs Group Stock (GS) 0.2 $1.5M +10% 3.3k 452.32
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Golub Cap Bdc Cef (GBDC) 0.2 $1.5M +201% 93k 15.71
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Clorox Co Del Stock (CLX) 0.1 $1.4M +4% 10k 136.47
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Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $1.4M +9% 68k 20.77
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S&p Global Stock (SPGI) 0.1 $1.4M -2% 3.1k 446.00
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Zimmer Biomet Holdings Stock (ZBH) 0.1 $1.4M -9% 13k 108.53
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Southstate Corporation Stock (SSB) 0.1 $1.4M -2% 18k 76.42
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $1.4M -7% 7.9k 173.81
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Schwab Us Tips Etf Etf (SCHP) 0.1 $1.4M -12% 26k 52.01
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.4M 11k 118.60
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Workday Inc Cl A Stock (WDAY) 0.1 $1.3M +14495% 6.0k 223.56
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International Business Machs Stock (IBM) 0.1 $1.3M -2% 7.7k 172.95
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Moodys Corp Stock (MCO) 0.1 $1.3M 3.1k 420.93
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Bank New York Mellon Corp Stock (BK) 0.1 $1.3M 21k 59.89
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Illinois Tool Wks Stock (ITW) 0.1 $1.3M -3% 5.3k 236.96
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.2M +20% 1.2k 1022.73
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Ge Aerospace Stock (GE) 0.1 $1.2M -31% 7.8k 158.96
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Source Cap Cef (SOR) 0.1 $1.2M 28k 44.26
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Conocophillips Stock (COP) 0.1 $1.2M 11k 114.38
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Cvs Health Corp Stock (CVS) 0.1 $1.2M -20% 21k 59.06
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Colgate Palmolive Stock (CL) 0.1 $1.2M 13k 97.04
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Schwab International Equity Etf Etf (SCHF) 0.1 $1.2M 31k 38.42
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Intercontinental Exchange Stock (ICE) 0.1 $1.2M 8.6k 136.90
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Lululemon Athletica Stock (LULU) 0.1 $1.2M +42% 3.9k 298.70
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Linde Stock (LIN) 0.1 $1.2M +8% 2.7k 438.81
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $1.1M +10% 20k 58.64
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Copart Stock (CPRT) 0.1 $1.1M -3% 21k 54.16
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Transdigm Group Stock (TDG) 0.1 $1.1M +19% 873.00 1277.61
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Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.1M +6% 9.8k 108.70
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Simplify Mbs Etf Etf (MTBA) 0.1 $1.1M +486% 21k 50.36
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Enterprise Prods Partners Stock (EPD) 0.1 $1.0M -2% 36k 28.98
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.0M -5% 64k 16.22
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Servicenow Stock (NOW) 0.1 $1.0M +8% 1.3k 786.67
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Cullen Frost Bankers Stock (CFR) 0.1 $1.0M 9.9k 101.63
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Starbucks Corp Stock (SBUX) 0.1 $983k -10% 13k 77.85
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Micron Technology Stock (MU) 0.1 $971k 7.4k 131.53
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Boeing Stock (BA) 0.1 $965k 5.3k 182.01
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Advanced Micro Devices Stock (AMD) 0.1 $960k 5.9k 162.21
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Humana Stock (HUM) 0.1 $955k -8% 2.6k 373.65
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Dominion Energy Stock (D) 0.1 $954k -4% 20k 49.00
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Salesforce Stock (CRM) 0.1 $954k +5% 3.7k 257.10
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Atmos Energy Corp Stock (ATO) 0.1 $953k 8.2k 116.65
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Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $913k -9% 5.5k 165.00
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $904k -14% 15k 58.52
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Ecolab Stock (ECL) 0.1 $895k 3.8k 238.00
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Wells Fargo Stock (WFC) 0.1 $895k 15k 59.39
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Labcorp Holdings Stock (LH) 0.1 $870k NEW 4.3k 203.51
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Mercadolibre Stock (MELI) 0.1 $868k -5% 528.00 1643.40
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Kinder Morgan Inc Del Stock (KMI) 0.1 $861k -19% 43k 19.87
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $819k -14% 9.5k 86.61
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Novartis Adr (NVS) 0.1 $809k 7.6k 106.46
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Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $809k 12k 68.00
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Target Corp Stock (TGT) 0.1 $791k 5.3k 148.05
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Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $791k -4% 28k 28.39
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Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $782k 9.6k 81.28
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $762k +5% 12k 64.00
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Vanguard Utilities Etf Etf (VPU) 0.1 $762k +31% 5.1k 147.92
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At&t Stock (T) 0.1 $753k -12% 39k 19.11
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Ishares Global Healthcare Etf Etf (IXJ) 0.1 $751k 8.1k 92.84
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Pulte Group Stock (PHM) 0.1 $717k 6.5k 110.10
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Equitable Hldgs Stock (EQH) 0.1 $716k -14% 18k 40.86
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $700k -6% 7.0k 100.65
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $695k -11% 3.8k 182.52
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $694k 1.9k 364.51
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Loews Corp Stock (L) 0.1 $691k -3% 9.3k 74.74
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Global Pmts Stock (GPN) 0.1 $677k 7.0k 96.70
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Te Connectivity Stock (TEL) 0.1 $661k -6% 4.4k 150.43
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Morgan Stanley Stock (MS) 0.1 $659k +7% 6.8k 97.19
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Constellation Brands Inc Cl A Stock (STZ) 0.1 $656k +3% 2.5k 257.28
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Bristol-myers Squibb Stock (BMY) 0.1 $650k -3% 16k 41.53
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.1 $647k 12k 52.06
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $639k +31% 8.3k 76.70
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $638k +58% 11k 60.30
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Gallagher Arthur J & Co Stock (AJG) 0.1 $628k 2.4k 259.28
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $625k +2% 11k 57.61
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Allstate Corp Stock (ALL) 0.1 $622k 3.9k 159.66
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L3harris Technologies Stock (LHX) 0.1 $615k -3% 2.7k 224.55
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Hologic Stock (HOLX) 0.1 $589k +6% 7.9k 74.25
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Spdr S&p Biotech Etf Etf (XBI) 0.1 $587k -27% 6.3k 92.71
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International Flavors&fragranc Stock (IFF) 0.1 $570k 6.0k 95.20
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Dover Corp Stock (DOV) 0.1 $562k -4% 3.1k 180.45
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Financial Select Sector Spdr Fund Etf (XLF) 0.1 $561k 14k 41.11
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First Cmnty Corp S C Stock (FCCO) 0.1 $559k 32k 17.25
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Air Prods & Chems Stock (APD) 0.1 $558k -3% 2.2k 258.04
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Chubb Stock (CB) 0.1 $557k +19% 2.2k 255.08
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Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL) 0.1 $549k 15k 36.69
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $547k 7.0k 78.33
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Northrop Grumman Corp Stock (NOC) 0.1 $540k -6% 1.2k 435.95
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Vanguard Materials Etf Etf (VAW) 0.1 $534k -75% 2.8k 192.63
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $529k -21% 3.1k 170.76
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Cencora Stock (COR) 0.1 $529k +4% 2.3k 225.30
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $527k 4.1k 127.48
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Fox Corp Cl A Stock (FOXA) 0.1 $520k -3% 15k 34.37
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Ishares Biotechnology Etf Etf (IBB) 0.1 $505k -23% 3.7k 137.26
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Alerian Mlp Etf Etf (AMLP) 0.1 $505k 11k 47.98
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $497k 2.7k 182.52
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Lkq Corp Stock (LKQ) 0.0 $481k 12k 41.59
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $479k 14k 35.08
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D R Horton Stock (DHI) 0.0 $476k 3.4k 140.93
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $474k +50% 6.3k 74.89
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Blackrock Stock (BLK) 0.0 $472k -44% 600.00 787.32
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Deere & Co Stock (DE) 0.0 $472k 1.3k 373.64
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Ishares Russell Top 200 Etf Etf (IWL) 0.0 $471k 3.5k 133.95
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American Wtr Wks Stock (AWK) 0.0 $470k 3.6k 129.16
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Skyworks Solutions Stock (SWKS) 0.0 $463k -7% 4.3k 106.58
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American Tower Corp Reit (AMT) 0.0 $460k +3% 2.4k 194.40
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $460k 9.3k 49.42
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British Amern Tob Adr (BTI) 0.0 $456k +15% 15k 30.93
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American Elec Pwr Stock (AEP) 0.0 $453k 5.2k 87.74
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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