Filer Name: ANCHOR INVESTMENT MANAGEMENT, LLC
CIK: 1634149
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 1,024
Portfolio Value: $1.07B

Anchor Investment Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MSFT US MICROSOFT CORP 103,217 $44M 4.06% 2.1% -
V US VISA INC-CLASS A SHARES 102,941 $33M 3.04% 0.0% -
AAPL US APPLE INC 129,809 $33M 3.03% 3.3% -
SCHX US SCHWAB US LARGE-CAP ETF 1,123,127 $26M 2.43% 198.9% -
QQQ US INVESCO QQQ TRUST SERIES 1 41,075 $21M 1.96% -4.2% -
BSCP US INVESCO BULLETSHARES 2025 CB 975,980 $20M 1.88% 4.8% -
GOOGL US ALPHABET INC-CL A 102,799 $19M 1.82% 3.3% -
BSCQ US INVESCO BULLETSHARES 2026 CB 976,260 $19M 1.77% 6.7% -
BSCR US INVESCO BULLETSHARES 2027 CB 941,859 $18M 1.71% 6.7% -
FCNCA US FIRST CITIZENS BCSHS -CL A 8,543 $18M 1.68% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 39,471 $18M 1.67% 1.3% -
VGT US VANGUARD INFO TECH ETF 28,450 $18M 1.65% -0.8% -
GOOG US ALPHABET INC-CL C 89,301 $17M 1.59% -0.3% -
ABBV US ABBVIE INC 90,731 $16M 1.50% 2.3% -
AMZN US AMAZON.COM INC 67,797 $15M 1.39% 2.4% -
JNJ US JOHNSON & JOHNSON 91,625 $13M 1.24% 0.8% -
META US META PLATFORMS INC-CLASS A 19,990 $12M 1.09% -0.6% -
UNH US UNITEDHEALTH GROUP INC 22,972 $12M 1.08% -1.5% -
LOW US LOWE'S COS INC 45,663 $11M 1.05% 0.3% -
PG US PROCTER & GAMBLE CO/THE 65,084 $11M 1.02% 4.1% -
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