Anchor Investment Management, LLC
CIK 1634149 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- MSFT4.33%
- V2.93%
- AAPL2.20%
- SCHX2.00%
- QQQ1.93%
- BSCP1.83%
- BSCQ1.64%
- BRK.B1.63%
- ABBV1.63%
- BSCR1.54%
Share classes counted separately21.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSCRWeight increased · +1.51 pp0.03% → 1.54%Shares +751.13K (+6038.47%)
- AAPLWeight decreased · -0.45 pp2.65% → 2.20%Shares +2.28K (+1.90%)
- BRK.BWeight increased · +0.30 pp1.33% → 1.63%Shares +4.62K (+14.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPStock View history and evidence | $41.32M | 4.33% | 98.22K shares | 4.16% → 4.33%+0.17 pp +1.53K (+1.59%) | Added | ↗▾ |
| 02 | VVISA INC-CLASS A SHARESStock View history and evidence | $27.99M | 2.93% | 100.29K shares | 2.99% → 2.93%-0.06 pp +72 (+0.07%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $20.98M | 2.20% | 122.36K shares | 2.65% → 2.20%-0.45 pp +2.28K (+1.90%) | Added | ↗▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $19.09M | 2.00% | 307.66K shares | 1.94% → 2.00%+0.06 pp +7.63K (+2.54%) | Added | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $18.39M | 1.93% | 41.41K shares | 1.94% → 1.93%-0.01 pp -11 (-0.03%) | Reduced | ↗▾ |
| 06 | BSCPINVESCO BULLETSHARES 2025 CBETF View history and evidence | $17.49M | 1.83% | 855.99K shares | 1.84% → 1.83%-0.01 pp +68.51K (+8.70%) | Added | ↗▾ |
| 07 | BSCQINVESCO BULLETSHARES 2026 CBETF View history and evidence | $15.65M | 1.64% | 814.64K shares | 1.56% → 1.64%+0.08 pp +110.02K (+15.61%) | Added | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $15.59M | 1.63% | 37.07K shares | 1.33% → 1.63%+0.30 pp +4.62K (+14.25%) | Added | ↗▾ |
| 09 | ABBVABBVIE INCStock View history and evidence | $15.57M | 1.63% | 85.50K shares | 1.57% → 1.63%+0.06 pp -2.81K (-3.18%) | Reduced | ↗▾ |
| 10 | BSCRINVESCO BULLETSHARES 2027 CBETF View history and evidence | $14.73M | 1.54% | 763.56K shares | 0.03% → 1.54%+1.51 pp +751.13K (+6038.47%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 339041105 FLEETCOR TECHNOLOGIES INC | Non-derivative | -1,460 | -$412.61K | SEC filing ↗ | SEC filing ↗ |
| DFIS DIMENSIONAL INTERNATIONAL SM | Non-derivative | -7,040 | -$170.16K | SEC filing ↗ | SEC filing ↗ |
| BSJO INVESCO BULLETSHARES 2024 HY | Non-derivative | -2,400 | -$54.52K | SEC filing ↗ | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1634149 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 954078062
}Research all 1,042 reported holdings.
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