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 1207 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Anchor Investment Management has 1207 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) 3.0 $39M +3% 106k 373.02
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Apple Stock (AAPL) 2.8 $38M 130k 289.36
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Visa Inc Com Cl A Stock (V) 2.7 $37M 106k 343.09
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.7 $35M +11% 100k 353.33
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Schwab U.s. Large-cap Etf Etf (SCHX) 2.6 $35M 1.2M 29.43
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First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 2.5 $33M +20% 16k 2080.79
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Vanguard Information Technology Etf Etf (VGT) 1.9 $26M +669% 214k 119.52
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Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 1.9 $25M +7% 1.2M 20.36
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.9 $25M +4% 1.3M 19.61
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Invesco Nasdaq 100 Etf Etf (QQQM) 1.8 $23M 77k 302.97
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Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 1.7 $23M +9% 1.2M 18.57
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.7 $23M -14% 64k 357.37
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Abbvie Stock (ABBV) 1.6 $22M 86k 251.64
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Johnson & Johnson Stock (JNJ) 1.6 $22M -3% 85k 253.97
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Corning Stock (GLW) 1.4 $19M -5% 75k 255.43
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Nvidia Corporation Stock (NVDA) 1.4 $18M +4% 91k 200.09
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Amazon Stock (AMZN) 1.3 $18M 74k 238.34
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.3 $18M -2% 35k 500.39
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Invesco Qqq Trust Series I Etf (QQQ) 1.2 $16M -4% 22k 736.42
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Eli Lilly & Co Stock (LLY) 1.1 $15M -3% 13k 1199.48
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Micron Technology Stock (MU) 1.1 $14M +2% 12k 1154.29
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Caterpillar Stock (CAT) 0.9 $13M 12k 1064.86
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Jpmorgan Chase & Co Stock (JPM) 0.9 $13M -5% 39k 327.33
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Exxonmobil Holdings Corp Stock 0.9 $12M NEW 89k 136.72
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Union Pac Corp Stock (UNP) 0.9 $12M -3% 45k 272.00
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Unitedhealth Group Stock (UNH) 0.9 $12M -4% 28k 415.63
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Applied Matls Stock (AMAT) 0.9 $11M 16k 722.99
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Meta Platforms Inc Cl A Stock (META) 0.8 $11M -2% 20k 563.28
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Duke Energy Corp Stock (DUK) 0.8 $10M 83k 126.58
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Lowes Cos Stock (LOW) 0.8 $10M -2% 46k 220.49
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Coca Cola Stock (KO) 0.7 $9.7M 120k 81.27
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.7 $9.3M +5% 184k 50.57
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Broadcom Stock (AVGO) 0.7 $9.2M 24k 377.76
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Ishares Semiconductor Etf Etf (SOXX) 0.7 $9.1M -19% 14k 640.75
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Watsco Stock (WSO) 0.7 $9.0M 22k 416.73
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Fedex Corp Stock (FDX) 0.7 $8.7M 28k 313.13
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Republic Svcs Stock (RSG) 0.6 $8.4M -2% 40k 213.08
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Fortinet Stock (FTNT) 0.6 $8.2M 53k 153.62
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Merck & Co Stock (MRK) 0.6 $8.1M -3% 63k 128.50
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Costco Wholesale Corporation Stock (COST) 0.6 $7.8M -2% 8.3k 935.47
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Walmart Stock (WMT) 0.6 $7.8M -6% 69k 113.26
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Philip Morris Intl Stock (PM) 0.6 $7.8M 43k 180.91
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.6 $7.5M 204k 36.87
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Southern Stock (SO) 0.5 $7.3M 76k 95.71
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Chevron Corporation Stock (CVX) 0.5 $7.2M 43k 165.76
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Home Depot Stock (HD) 0.5 $7.2M 20k 352.69
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Procter & Gamble Stock (PG) 0.5 $7.1M -3% 49k 146.64
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Vanguard S&p 500 Etf Etf (VOO) 0.5 $6.8M 10k 686.83
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Medtronic Stock (MDT) 0.5 $6.6M -7% 84k 78.23
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Mckesson Corp Stock (MCK) 0.5 $6.6M 8.7k 755.60
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Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.5 $6.4M -5% 124k 52.00
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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.5 $6.3M 137k 45.70
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Sherwin Williams Stock (SHW) 0.5 $6.2M 18k 344.32
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Waste Mgmt Inc Del Stock (WM) 0.5 $6.2M 28k 222.88
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.5 $6.1M +3% 70k 87.71
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Oracle Corp Stock (ORCL) 0.5 $6.0M 41k 146.55
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $5.9M -2% 164k 36.13
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Cisco Sys Stock (CSCO) 0.4 $5.9M -3% 50k 117.46
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Enbridge Stock (ENB) 0.4 $5.9M -3% 109k 54.21
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Qualcomm Stock (QCOM) 0.4 $5.8M -8% 32k 184.79
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Ishares U.s. Medical Devices Etf Etf (IHI) 0.4 $5.8M +4% 117k 49.41
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Vanguard Health Care Etf Etf (VHT) 0.4 $5.6M +2% 19k 299.01
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Verizon Communications Stock (VZ) 0.4 $5.5M +5% 130k 42.34
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Texas Instrs Stock (TXN) 0.4 $5.5M 18k 298.06
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Taiwan Semiconductor Manufact Adr (TSM) 0.4 $5.4M +4% 11k 477.57
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Vanguard Morningstar Growth Etf Etf (VUG) 0.4 $5.3M +585% 62k 86.14
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Vanguard Energy Etf Etf (VDE) 0.4 $5.2M -5% 35k 150.13
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Netflix Stock (NFLX) 0.4 $5.1M 71k 71.40
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Mastercard Incorporated Cl A Stock (MA) 0.4 $4.9M -2% 9.6k 513.60
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Abbott Laboratories Stock (ABT) 0.4 $4.8M 53k 90.74
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Vanguard Financials Etf Etf (VFH) 0.4 $4.8M 37k 131.60
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Goldman Sachs Group Stock (GS) 0.4 $4.7M 4.7k 1011.47
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Nextera Energy Stock (NEE) 0.4 $4.7M 54k 87.77
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Emerson Elec Stock (EMR) 0.3 $4.6M +2% 32k 143.15
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Ge Aerospace Stock (GE) 0.3 $4.6M +4% 12k 373.72
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $4.5M -2% 16k 285.58
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State Street Spdr S&p 500 Etf Etf (SPY) 0.3 $4.5M -23% 6.0k 746.75
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.3 $4.5M +4% 11k 396.62
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $4.4M +3% 140k 31.71
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Norfolk Southn Corp Stock (NSC) 0.3 $4.4M 14k 314.58
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Bank Of Amer Corp Stock (BAC) 0.3 $4.4M -2% 77k 56.98
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Mcdonalds Corp Stock (MCD) 0.3 $4.2M +3% 16k 270.31
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Advanced Micro Devices Stock (AMD) 0.3 $4.2M -10% 7.2k 580.91
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Thermo Fisher Scientific Stock (TMO) 0.3 $4.1M +31% 8.2k 501.36
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Vanguard Morningstar Value Etf Etf (VTV) 0.3 $4.1M -12% 19k 217.93
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Csx Corp Stock (CSX) 0.3 $4.0M 85k 47.53
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Vanguard Morningstar Total Stock Market Etf Etf (VTI) 0.3 $4.0M -3% 11k 370.04
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $4.0M +3% 50k 79.03
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Valero Energy Corp Stock (VLO) 0.3 $4.0M 15k 260.45
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Tesla Stock (TSLA) 0.3 $3.9M -4% 9.4k 420.60
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Adobe Stock (ADBE) 0.3 $3.9M +9% 19k 205.02
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Charles Schwab Corp Stock (SCHW) 0.3 $3.9M +10% 43k 92.27
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Vanguard Industrials Etf Etf (VIS) 0.3 $3.8M -6% 11k 360.37
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Disney Walt Stock (DIS) 0.3 $3.7M 39k 96.25
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Unum Group Stock (UNM) 0.3 $3.5M 39k 89.40
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Autozone Stock (AZO) 0.3 $3.5M -5% 1.1k 3195.94
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Vanguard Communication Services Etf Etf (VOX) 0.3 $3.5M +3% 19k 183.95
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Price T Rowe Group Stock (TROW) 0.2 $3.3M -4% 29k 113.69
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Cincinnati Finl Corp Stock (CINF) 0.2 $3.3M 18k 185.14
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Automatic Data Processing Stock (ADP) 0.2 $3.2M 15k 223.95
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Pepsico Stock (PEP) 0.2 $3.2M +3% 24k 135.40
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Capital Group Growth Etf Etf (CGGR) 0.2 $3.2M 68k 47.20
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Vanguard Real Estate Etf Etf (VNQ) 0.2 $3.2M -3% 33k 96.43
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Oreilly Automotive Stock (ORLY) 0.2 $3.1M 34k 92.09
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United Parcel Svcs Inc Cl B Stock (UPS) 0.2 $3.1M -11% 29k 107.50
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Golub Cap Bdc Cef (GBDC) 0.2 $3.1M 240k 12.88
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Lpl Finl Hldgs Stock (LPLA) 0.2 $3.1M 11k 281.67
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Elevance Health Inc Formerly A Stock (ELV) 0.2 $3.1M 8.0k 386.73
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Booking Holdings Stock (BKNG) 0.2 $3.1M +2568% 17k 178.24
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Truist Finl Corp Stock (TFC) 0.2 $3.0M -3% 60k 49.82
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Vanguard Consumer Staples Etf Etf (VDC) 0.2 $3.0M -2% 13k 225.49
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Chesapeake Utils Corp Stock (CPK) 0.2 $3.0M -4% 24k 122.48
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $3.0M 13k 236.63
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Intuitive Surgical Stock (ISRG) 0.2 $2.9M +12% 7.4k 397.68
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American Express Stock (AXP) 0.2 $2.9M 8.7k 338.26
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Stryker Corporation Stock (SYK) 0.2 $2.9M -3% 9.2k 314.84
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Salesforce Stock (CRM) 0.2 $2.8M +184% 18k 156.66
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Rtx Corporation Stock (RTX) 0.2 $2.8M -3% 15k 189.73
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Archer Daniels Midland Stock (ADM) 0.2 $2.8M -9% 36k 76.40
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.2 $2.7M 47k 58.20
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Lam Research Corp Stock (LRCX) 0.2 $2.7M -5% 6.3k 433.33
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Tractor Supply Stock (TSCO) 0.2 $2.7M +11% 85k 31.61
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Sonoco Prods Stock (SON) 0.2 $2.6M 46k 56.35
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Dollar Gen Corp Stock (DG) 0.2 $2.6M -10% 22k 115.11
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Simplify Mbs Etf Etf (MTBA) 0.2 $2.6M 52k 49.07
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Bank Of Ny Mellon Corp Stock (BNY) 0.2 $2.6M -3% 18k 144.61
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $2.5M 26k 98.20
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Asml Hldg Nv N Y Registry Adr (ASML) 0.2 $2.5M -6% 1.3k 1989.44
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Ge Vernova Stock (GEV) 0.2 $2.5M +30% 2.1k 1174.92
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International Business Machs Stock (IBM) 0.2 $2.5M +4% 8.7k 281.20
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Gallagher Arthur J & Co Stock (AJG) 0.2 $2.4M +13% 10k 229.57
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Vanguard Morningstar Mid-cap Etf Etf (VO) 0.2 $2.4M +312% 29k 80.57
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Aflac Stock (AFL) 0.2 $2.2M -2% 19k 117.25
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $2.2M +3% 29k 75.79
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Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $2.2M 25k 87.93
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Boeing Stock (BA) 0.2 $2.2M 10k 216.47
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.2 $2.2M 22k 102.30
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $2.2M 37k 57.84
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $2.0M 24k 83.75
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Pfizer Stock (PFE) 0.2 $2.0M -3% 85k 24.08
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Fedex Fght Hldg Stock (FDXF) 0.2 $2.0M NEW 13k 151.00
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Vanguard Morningstar Small-cap Etf Etf (VB) 0.2 $2.0M 6.7k 303.13
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Lockheed Martin Corp Stock (LMT) 0.2 $2.0M -3% 4.0k 509.50
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Kimberly-clark Corp Stock (KMB) 0.1 $2.0M -5% 18k 109.77
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Intel Corp Stock (INTC) 0.1 $1.9M -11% 13k 139.63
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $1.8M -13% 51k 36.26
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $1.8M +6% 12k 148.31
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Transdigm Group Stock (TDG) 0.1 $1.8M +6% 1.4k 1332.04
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Paypal Hldgs Stock (PYPL) 0.1 $1.8M +11% 42k 43.18
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $1.8M +100% 32k 56.16
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Unilever Adr (UL) 0.1 $1.8M -14% 29k 60.12
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.7M -2% 11k 158.03
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Southstate Bk Corp Stock (SSB) 0.1 $1.7M 18k 99.90
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Linde Stock (LIN) 0.1 $1.7M -15% 3.4k 518.91
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Amgen Stock (AMGN) 0.1 $1.7M 4.8k 362.15
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Smucker J M Stock (SJM) 0.1 $1.7M -12% 15k 112.50
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Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $1.6M 72k 22.75
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Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.6M +404% 59k 27.41
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.6M -15% 6.7k 242.44
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Schwab International Equity Etf Etf (SCHF) 0.1 $1.6M -6% 57k 27.70
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State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.1 $1.6M 18k 87.88
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Enterprise Prods Partners Stock (EPD) 0.1 $1.5M +13% 42k 36.76
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Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.5M +14% 63k 24.55
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Cullen Frost Bankers Stock (CFR) 0.1 $1.5M 9.8k 154.52
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General Dynamics Corp Stock (GD) 0.1 $1.4M -9% 4.1k 354.26
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Wells Fargo & Co Stock (WFC) 0.1 $1.4M +22% 17k 82.64
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Clorox Co Del Stock (CLX) 0.1 $1.4M +13% 15k 95.44
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Conocophillips Stock (COP) 0.1 $1.4M +2% 13k 103.96
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GSK Adr (GSK) 0.1 $1.4M -21% 26k 52.42
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Vanguard Utilities Etf Etf (VPU) 0.1 $1.3M 6.8k 195.73
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Source Capital Com Shs Of Ben I Cef (SOR) 0.1 $1.3M -10% 29k 45.97
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $1.3M +33% 11k 114.18
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Atmos Energy Corp Stock (ATO) 0.1 $1.3M -9% 7.4k 172.27
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Illinois Tool Wks Stock (ITW) 0.1 $1.3M +2% 4.7k 270.46
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Citigroup Stock (C) 0.1 $1.2M 8.7k 139.97
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First Cmnty Corp S C Stock (FCCO) 0.1 $1.2M +3% 37k 32.68
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S&p Global Stock (SPGI) 0.1 $1.2M +2% 3.0k 407.26
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.2M 63k 19.12
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Applovin Corp Com Cl A Stock (APP) 0.1 $1.2M +49% 2.3k 515.23
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Uber Technologies Stock (UBER) 0.1 $1.2M +57% 16k 72.16
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Moodys Corp Stock (MCO) 0.1 $1.1M 2.5k 452.93
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Paychex Stock (PAYX) 0.1 $1.1M -9% 12k 98.33
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Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL) 0.1 $1.1M 25k 45.07
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Ecolab Stock (ECL) 0.1 $1.1M +7% 3.9k 278.61
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Cvs Health Corp Stock (CVS) 0.1 $1.1M 10k 103.45
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Invesco Bulletshares 2029 Municipal Bond Etf Etf (BSMT) 0.1 $1.0M +71% 46k 23.03
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Blackstone Stock (BX) 0.1 $1.0M 8.7k 117.67
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Alnylam Pharmaceuticals Stock (ALNY) 0.1 $1.0M +20% 3.4k 301.03
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $1.0M -2% 12k 85.49
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Synopsys Stock (SNPS) 0.1 $1.0M 2.3k 446.07
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Labcorp Holdings Stock (LH) 0.1 $985k -12% 3.5k 280.03
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $982k 10k 95.62
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Colgate Palmolive Stock (CL) 0.1 $979k -5% 11k 91.68
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Invesco Bulletshares 2028 Municipal Bond Etf Etf (BSMS) 0.1 $977k +53% 42k 23.44
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Kinder Morgan Inc Del Stock (KMI) 0.1 $975k 31k 31.97
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Te Connectivity Plc Ord Stock (TEL) 0.1 $968k 4.8k 201.61
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Novartis Adr (NVS) 0.1 $933k -11% 6.0k 156.72
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Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $932k +8% 8.0k 116.67
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Analog Devices Stock (ADI) 0.1 $927k -6% 2.3k 397.19
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Travelers Companies Stock (TRV) 0.1 $916k +7% 2.8k 330.12
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $914k +18% 5.9k 154.30
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T-mobile Us Stock (TMUS) 0.1 $908k +8% 5.4k 167.72
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Edwards Lifesciences Corp Stock (EW) 0.1 $901k -11% 10k 90.46
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Vanguard Morningstar Small-cap Value Etf Etf (VBR) 0.1 $891k -12% 3.7k 242.97
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The Cigna Group Stock (CI) 0.1 $889k +7% 3.2k 275.69
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At&t Stock (T) 0.1 $889k +5% 43k 20.70
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Pinnacle Finl Partners Stock (PNFP) 0.1 $883k -34% 8.7k 100.88
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Danaher Corp Del Stock (DHR) 0.1 $875k +6% 4.6k 190.48
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Vanguard Morningstar Small-cap Growth Etf Etf (VBK) 0.1 $868k -3% 2.4k 365.74
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Intercontinental Exchange Stock (ICE) 0.1 $863k -12% 7.0k 123.11
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Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $860k 8.5k 101.10
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Loews Corp Stock (L) 0.1 $843k -3% 7.5k 113.21
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Cloudflare Inc Cl A Stock (NET) 0.1 $842k +46% 3.4k 245.28
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Humana Stock (HUM) 0.1 $841k 2.1k 397.22
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Altria Group Stock (MO) 0.1 $841k +4% 12k 71.95
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Starbucks Corp Stock (SBUX) 0.1 $836k 8.2k 102.19
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Capital Group Dividend Value Etf Etf (CGDV) 0.1 $823k 17k 49.28
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Simplify Interest Rate Hedge Etf Etf (PFIX) 0.1 $806k -9% 19k 43.36
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Fiserv Stock (FISV) 0.1 $804k -18% 16k 49.05
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Dominion Energy Stock (D) 0.1 $799k -2% 12k 68.29
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $787k -4% 7.6k 103.96
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Allstate Corp Stock (ALL) 0.1 $785k -8% 3.3k 237.96
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Bristol-myers Squibb Stock (BMY) 0.1 $780k +2% 14k 57.62
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Deere & Co Stock (DE) 0.1 $766k 1.2k 634.14
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L3harris Technologies Stock (LHX) 0.1 $756k 2.6k 290.59
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Northrop Grumman Corp Stock (NOC) 0.1 $746k 1.5k 509.31
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Vanguard Morningstar Mid-cap Growth Etf Etf (VOT) 0.1 $742k -12% 2.4k 306.31
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Ishares Global Healthcare Etf Etf (IXJ) 0.1 $737k 7.5k 98.39
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Blackrock Stock (BLK) 0.1 $733k +5% 762.00 961.59
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $731k 7.0k 103.88
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Air Products And Chemicals Stock (APD) 0.1 $727k 2.5k 293.16
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Ingles Mkts Inc Cl A Stock (IMKTA) 0.1 $704k -8% 8.0k 88.58
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Schwab Us Tips Etf Etf (SCHP) 0.1 $687k -4% 26k 26.50
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State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $671k -18% 13k 53.61
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $667k 3.0k 219.43
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Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $662k -10% 5.0k 131.43
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Amphenol Corp Cl A Stock (APH) 0.0 $661k +1299% 3.8k 176.32
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Nucor Corp Stock (NUE) 0.0 $660k 3.0k 222.72
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.0 $654k 12k 52.60
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $640k 6.4k 100.81
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Cencora Stock (COR) 0.0 $614k 2.2k 282.98
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $603k 3.2k 188.09
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Novo-nordisk A S Adr (NVO) 0.0 $602k 13k 47.94
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Dover Corp Stock (DOV) 0.0 $592k 2.6k 224.29
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Keysight Technologies Stock (KEYS) 0.0 $587k -6% 1.7k 350.07
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American Elec Pwr Stock (AEP) 0.0 $582k 4.3k 136.81
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Us Bancorp Stock (USB) 0.0 $561k +34% 9.3k 60.40
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Cummins Stock (CMI) 0.0 $561k 787.00 713.04
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Fox Corp Cl A Stock (FOXA) 0.0 $560k -6% 11k 52.16
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Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $553k 19k 28.96
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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