Anchor Investment Management, LLC Top Holdings and 13F Report (2025) About Anchor Investment Management, LLCInvestment ActivityAnchor Investment Management, LLC has $1.07 billion in total holdings as of December 31, 2024.Anchor Investment Management, LLC owns shares of 1,023 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 5.83% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Anchor Investment Management, LLC has purchased 1,050 new stocks and bought additional shares in 209 stocks.Anchor Investment Management, LLC sold shares of 248 stocks and completely divested from 61 stocks this quarter.Largest Holdings Microsoft $43,505,993Visa $32,533,503Apple $32,506,689Schwab US Large-Cap ETF $26,034,093Invesco QQQ $20,998,887 Largest New Holdings this Quarter EVERUS CONSTR GROUP COM $98,625 HoldingPGIM Active High Yield Bond ETF $85,992 HoldingSIX FLAGS ENTERTAINMENT CORP COM $69,394 HoldingIngles Markets $64,440 HoldingTri-Continental $63,380 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 747,421 shares (about $17.33M)Watsco 18,038 shares (about $8.55M)Schwab U.S. Mid-Cap ETF 131,718 shares (about $3.65M)Schwab US Dividend Equity ETF 76,490 shares (about $2.09M)Schwab US Small-Cap ETF 79,110 shares (about $2.05M) Largest Sales this Quarter Accenture 2,666 shares (about $937.87K)Invesco QQQ 1,814 shares (about $927.38K)Chevron 5,556 shares (about $804.73K)Exxon Mobil 6,606 shares (about $710.60K)Charles Schwab 8,251 shares (about $610.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnchor Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$43,505,993$896,953 ▲2.1%103,2174.1%Computer and TechnologyVVisa$32,533,503$13,590 ▲0.0%102,9413.0%Business ServicesAAPLApple$32,506,689$1,023,214 ▲3.3%129,8093.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$26,034,093$17,325,225 ▲198.9%1,123,1272.4%ETFQQQInvesco QQQ$20,998,887$927,376 ▼-4.2%41,0752.0%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$20,153,985$918,305 ▲4.8%975,9801.9%ETFGOOGLAlphabet$19,459,815$620,714 ▲3.3%102,7991.8%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$18,968,741$1,184,725 ▲6.7%976,2601.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$18,347,415$1,157,969 ▲6.7%941,8591.7%ETFFCNCAFirst Citizens BancShares$18,051,5300.0%8,5431.7%FinanceBRK.BBerkshire Hathaway$17,891,415$226,640 ▲1.3%39,4711.7%FinanceVGTVanguard Information Technology ETF$17,690,113$150,475 ▼-0.8%28,4501.7%ETFGOOGAlphabet$17,006,570$52,752 ▼-0.3%89,3011.6%Computer and TechnologyABBVAbbVie$16,122,832$358,064 ▲2.3%90,7311.5%MedicalAMZNAmazon.com$14,873,935$342,247 ▲2.4%67,7971.4%Retail/WholesaleJNJJohnson & Johnson$13,250,866$108,755 ▲0.8%91,6251.2%MedicalMETAMeta Platforms$11,704,063$66,747 ▼-0.6%19,9901.1%Computer and TechnologyUNHUnitedHealth Group$11,620,660$170,981 ▼-1.5%22,9721.1%MedicalLOWLowe's Companies$11,269,524$31,097 ▲0.3%45,6631.1%Retail/WholesalePGProcter & Gamble$10,911,390$429,186 ▲4.1%65,0841.0%Consumer StaplesXOMExxon Mobil$10,894,316$710,604 ▼-6.1%101,2771.0%Oils/EnergyLLYEli Lilly and Company$10,842,598$73,339 ▲0.7%14,0451.0%MedicalUNPUnion Pacific$9,972,983$150,964 ▲1.5%43,7330.9%TransportationNVDANVIDIA$9,739,149$930,633 ▲10.6%72,5230.9%Computer and TechnologyJPMJPMorgan Chase & Co.$9,659,528$63,043 ▲0.7%40,2970.9%FinanceQQQMInvesco NASDAQ 100 ETF$8,848,331$1,270,271 ▲16.8%42,0450.8%ETFDUKDuke Energy$8,753,966$108 ▼0.0%81,2510.8%UtilitiesWSOWatsco$8,656,075$8,548,028 ▲7,911.4%18,2660.8%ConstructionMDTMedtronic$8,537,894$50,644 ▼-0.6%106,8840.8%MedicalFDXFedEx$7,987,058$23,632 ▼-0.3%28,3900.7%TransportationRSGRepublic Services$7,853,792$108,234 ▲1.4%39,0390.7%Business ServicesHDHome Depot$7,781,324$177,379 ▲2.3%20,0040.7%Retail/WholesaleKOCoca-Cola$7,578,267$160,195 ▲2.2%121,7200.7%Consumer StaplesCOSTCostco Wholesale$7,496,537$170,417 ▲2.3%8,1820.7%Retail/WholesaleADBEAdobe$7,370,126$139,185 ▲1.9%16,5740.7%Computer and TechnologyWMTWalmart$7,367,534$600,288 ▼-7.5%81,5440.7%Retail/WholesaleFIFiserv$7,111,024$173,785 ▼-2.4%34,6170.7%Business ServicesMRKMerck & Co., Inc.$7,027,159$440,795 ▼-5.9%70,6390.7%MedicalORCLOracle$6,557,750$476,588 ▼-6.8%39,3530.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$6,395,730$555,178 ▲9.5%126,9750.6%ETFSOSouthern$6,282,752$51,944 ▼-0.8%76,3210.6%UtilitiesIHIiShares U.S. Medical Devices ETF$6,215,538$122,009 ▲2.0%106,5220.6%ETFABTAbbott Laboratories$6,082,348$52,370 ▼-0.9%53,7740.6%MedicalWMWaste Management$6,034,632$34,304 ▼-0.6%29,9060.6%Business ServicesTMOThermo Fisher Scientific$5,964,687$51,505 ▲0.9%11,4650.6%MedicalCVXChevron$5,908,624$804,734 ▼-12.0%40,7940.6%Oils/EnergyNFLXNetflix$5,854,190$478,639 ▼-7.6%6,5680.5%Consumer DiscretionarySHWSherwin-Williams$5,755,892$22,775 ▼-0.4%16,9330.5%Basic MaterialsSCHMSchwab U.S. Mid-Cap ETF$5,595,775$3,649,899 ▲187.6%201,9410.5%ETFVOOVanguard S&P 500 ETF$5,559,385$79,204 ▲1.4%10,3180.5%ETFPMPhilip Morris International$5,445,502$95,077 ▼-1.7%45,2470.5%Consumer StaplesQCOMQUALCOMM$5,442,920$112,296 ▲2.1%35,4310.5%Computer and TechnologyUPSUnited Parcel Service$5,183,069$190,410 ▼-3.5%41,1030.5%TransportationENBEnbridge$5,073,610$145,789 ▼-2.8%119,5760.5%Oils/EnergyAVGOBroadcom$5,061,590$458,353 ▼-8.3%21,8320.5%Computer and TechnologyCATCaterpillar$5,024,892$194,074 ▲4.0%13,8520.5%Industrial ProductsDISWalt Disney$4,915,721$298,749 ▲6.5%44,1470.5%Consumer DiscretionaryMCKMcKesson$4,907,495$32,485 ▼-0.7%8,6110.5%MedicalMAMastercard$4,857,345$63,718 ▼-1.3%9,2240.5%Business ServicesSPYSPDR S&P 500 ETF Trust$4,747,784$59,193 ▲1.3%8,1010.4%FinanceVZVerizon Communications$4,684,100$65,783 ▼-1.4%117,1320.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$4,634,461$65,918 ▲1.4%59,4090.4%ETFGLWCorning$4,599,665$151,922 ▼-3.2%96,7940.4%Computer and TechnologyADPAutomatic Data Processing$4,494,576$8,782 ▼-0.2%15,3540.4%Business ServicesMCDMcDonald's$4,295,573$213,068 ▲5.2%14,8180.4%Retail/WholesaleSCHASchwab US Small-Cap ETF$4,177,639$2,045,788 ▲96.0%161,5480.4%ETFGBDCGolub Capital BDC$4,155,5870.0%274,1150.4%FinanceFTNTFortinet$4,000,000$342,868 ▼-7.9%42,3370.4%Computer and TechnologyNEENextEra Energy$3,897,205$156,571 ▲4.2%54,3620.4%UtilitiesVFHVanguard Financials ETF$3,896,432$105,437 ▼-2.6%33,0010.4%ETFSOXXiShares Semiconductor ETF$3,876,862$163,556 ▲4.4%17,9910.4%ETFVCRVanguard Consumer Discretionary ETF$3,846,126$19,520 ▲0.5%10,2460.4%ETFEMREmerson Electric$3,799,274$3,718 ▲0.1%30,6570.4%Industrial ProductsVHTVanguard Health Care ETF$3,748,309$87,778 ▲2.4%14,7750.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$3,727,523$186,178 ▲5.3%52,7160.3%ETFVDEVanguard Energy ETF$3,712,450$189,001 ▲5.4%30,6030.3%ETFPFEPfizer$3,699,985$97,445 ▼-2.6%139,4640.3%MedicalAZOAutoZone$3,643,876$121,676 ▲3.5%1,1380.3%Retail/WholesaleUNMUnum Group$3,607,9010.0%49,4030.3%FinanceBACBank of America$3,574,205$220,762 ▼-5.8%81,3240.3%FinanceSYKStryker$3,550,453$37,805 ▼-1.1%9,8610.3%MedicalGSIEGoldman Sachs ActiveBeta International Equity ETF$3,469,604$242,383 ▲7.5%104,0670.3%ETFTSLATesla$3,390,641$610,606 ▼-15.3%8,3960.3%Auto/Tires/TrucksNSCNorfolk Southern$3,336,642$11,265 ▼-0.3%14,2170.3%TransportationKKellanova$3,327,611$22,914 ▼-0.7%41,0970.3%Consumer DiscretionaryGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$3,303,919$121,584 ▲3.8%103,5060.3%ETFTFCTruist Financial$3,297,885$45,549 ▼-1.4%76,0230.3%FinanceVTIVanguard Total Stock Market ETF$3,287,317$351,540 ▼-9.7%11,3430.3%ETFCSCOCisco Systems$3,277,889$50,024 ▼-1.5%55,3700.3%Computer and TechnologyLPLALPL Financial$3,166,167$9,142 ▲0.3%9,6970.3%FinanceSCHDSchwab US Dividend Equity ETF$3,141,981$2,089,700 ▲198.6%115,0070.3%ETFVGSHVanguard Short-Term Treasury Index ETF$3,130,026$5,818 ▼-0.2%53,7990.3%ETFTROWT. Rowe Price Group$3,125,768$64,234 ▲2.1%27,6400.3%FinanceFTECFidelity MSCI Information Technology Index ETF$3,065,495$36,976 ▼-1.2%16,5810.3%ETFPEPPepsiCo$3,062,869$584,504 ▼-16.0%20,1430.3%Consumer StaplesEWEdwards Lifesciences$3,060,918$342,241 ▲12.6%41,3470.3%MedicalBKNGBooking$3,000,926$700,547 ▲30.5%6040.3%Retail/WholesalePYPLPayPal$2,972,399$33,543 ▼-1.1%34,8260.3%Computer and TechnologyCPKChesapeake Utilities$2,938,071$89,676 ▲3.1%24,2120.3%UtilitiesORLYO'Reilly Automotive$2,917,068$18,973 ▼-0.6%2,4600.3%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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