Anchor Investment Management, LLC
CIK 1634149 · Holdings on Mar 31, 2025 · First reported May 20, 2025
Top ten holdings
Q1 2025- MSFT3.68%
- V3.50%
- AAPL2.81%
- SCHX2.33%
- BSCR1.91%
- BRK.B1.85%
- QQQ1.83%
- BSCQ1.80%
- BSCS1.77%
- ABBV1.66%
Share classes counted separately23.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSCSWeight increased · +1.76 pp0.01% → 1.77%Shares +926.50K (+12092.10%)
- VWeight increased · +0.46 pp3.04% → 3.50%Shares +4.16K (+4.04%)
- MSFTWeight decreased · -0.38 pp4.06% → 3.68%Shares +1.81K (+1.76%)
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 | $39.43M | 3.68% | 105.03K shares | 4.06% → 3.68%-0.38 pp +1.81K (+1.76%) | Added | ↗▾ |
| 02 | VVISA INC-CLASS A SHARESStock View history and evidence | $37.53M | 3.50% | 107.10K shares | 3.04% → 3.50%+0.46 pp +4.16K (+4.04%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $30.13M | 2.81% | 135.65K shares | 3.03% → 2.81%-0.22 pp +5.84K (+4.50%) | Added | ↗▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $25.02M | 2.33% | 1.13M shares | 2.43% → 2.33%-0.10 pp +9.89K (+0.88%) | Added | ↗▾ |
| 05 | BSCRINVESCO BULLETSHARES 2027 CBETF View history and evidence | $20.50M | 1.91% | 1.05M shares | 1.71% → 1.91%+0.20 pp +104.34K (+11.08%) | Added | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $19.88M | 1.85% | 37.33K shares | 1.67% → 1.85%+0.18 pp -2.15K (-5.43%) | Reduced | ↗▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $19.58M | 1.83% | 41.76K shares | 1.96% → 1.83%-0.13 pp +680 (+1.66%) | Added | ↗▾ |
| 08 | BSCQINVESCO BULLETSHARES 2026 CBETF View history and evidence | $19.33M | 1.80% | 992.49K shares | 1.77% → 1.80%+0.03 pp +16.23K (+1.66%) | Added | ↗▾ |
| 09 | BSCSINVESCO BULLETSHARES 2028 CBETF View history and evidence | $19.01M | 1.77% | 934.16K shares | 0.01% → 1.77%+1.76 pp +926.50K (+12092.10%) | Added | ↗▾ |
| 10 | ABBVABBVIE INCStock View history and evidence | $17.79M | 1.66% | 84.93K shares | 1.50% → 1.66%+0.16 pp -5.80K (-6.40%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBDQ ISHARES IBONDS DEC 2025 TERM | Non-derivative | -3,430 | -$85.92K | SEC filing ↗ | SEC filing ↗ |
| 29109X106 ASPEN TECHNOLOGY INC | Non-derivative | -324 | -$80.88K | SEC filing ↗ | SEC filing ↗ |
| TECL DIRE DAI TEC BULL 3X ETF-USD | Non-derivative | -630 | -$57.05K | SEC filing ↗ | SEC filing ↗ |
3 / 20 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1072211497
}Research all 1,041 reported holdings.
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