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Archer Investment Management, LLC Top Holdings and 13F Report (2025)

About Archer Investment Management, LLC

Investment Activity

  • Archer Investment Management, LLC has $137.77 million in total holdings as of June 30, 2025.
  • Archer Investment Management, LLC owns shares of 53 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 13.66% of the portfolio was purchased this quarter.
  • About 24.64% of the portfolio was sold this quarter.
  • This quarter, Archer Investment Management, LLC has purchased 57 new stocks and bought additional shares in 14 stocks.
  • Archer Investment Management, LLC sold shares of 33 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

46436E718 - iShares 0-3 Month Treasury Bond ETF
$12,546,169 Holding
46138G300 - Invesco S&P SmallCap Quality ETF
$330,823 Holding
46432F339 - iShares MSCI USA Quality Factor ETF
$244,430 Holding
67066G104 - NVIDIA
$240,389 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF
124,602 shares (about $12.55M)
DIMENSIONAL ETF TRUST
23,642 shares (about $1.29M)
Schwab Intermediate-Term U.S. Treasury ETF
36,529 shares (about $914.32K)
iShares 20+ Year Treasury Bond ETF
9,521 shares (about $840.23K)
GRAYSCALE BITCOIN MINI TR ET
15,279 shares (about $729.57K)

Largest Sales this Quarter

2023 ETF SERIES TRUST II
91,189 shares (about $3.12M)
WisdomTree U.S. Multifactor Fund
49,730 shares (about $2.55M)
Vanguard FTSE All-World ex-US ETF
37,057 shares (about $2.49M)
Schwab Short-Term U.S. Treasury ETF
81,880 shares (about $2.00M)
iShares MSCI Intl Quality Factor ETF
46,008 shares (about $1.99M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArcher Investment Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$17,398,180$914,321 5.5%695,09312.6%ETF
DIMENSIONAL ETF TRUST
$14,215,644$1,288,254 10.0%260,88510.3%GLOBAL CORE PLUS
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$12,546,169$12,546,169 New Holding124,6029.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$8,768,304$2,490,969 -22.1%130,4426.4%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$8,126,745$1,988,466 -19.7%188,0325.9%ETF
2023 ETF SERIES TRUST II
$7,857,547$3,124,142 -28.4%229,3505.7%GMO US QUALITY E
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$7,729,719$840,227 12.2%87,5895.6%ETF
USMF
WisdomTree U.S. Multifactor Fund
$7,697,574$2,549,012 -24.9%150,1765.6%Finance
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$4,885,834$1,877,627 -27.8%58,3453.5%Manufacturing
DFSB
Dimensional Global Sustainability Fixed Income ETF
$4,542,521$69,941 1.6%86,6403.3%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$3,540,334$657,876 -15.7%148,5662.6%ETF
Calvert US Mid-Cap Core Responsible Index ETF stock logo
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
$3,088,962$906,919 -22.7%50,8892.2%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$2,948,814$535,227 -15.4%74,8242.1%ETF
CVIE
Calvert International Responsible Index ETF
$2,680,964$373,732 -12.2%41,1831.9%ETF
GRAYSCALE ETHEREUM MINI TR E
$2,156,765$151,998 7.6%90,9261.6%SHS NEW
Xtrackers MSCI USA Selection Equity ETF stock logo
USSG
Xtrackers MSCI USA Selection Equity ETF
$2,050,332$560,035 -21.5%36,0471.5%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,935,332$707,313 57.6%32,3581.4%ETF
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$1,870,418$56,598 3.1%35,5591.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,817,303$376,965 -17.2%50,7061.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,703,147$776,603 -31.3%9,3711.2%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$1,543,360$127,911 9.0%12,0901.1%ETF
GRAYSCALE BITCOIN MINI TR ET
$1,390,767$729,573 110.3%29,1261.0%SHS NEW
BITWISE BITCOIN ETF TR
$1,351,203$447,159 -24.9%23,0621.0%SHS BEN INT
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$1,113,057$316,183 -22.1%32,5170.8%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,081,486$427,575 -28.3%42,7460.8%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$1,055,954$403,334 61.8%18,8160.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$883,221$130,082 -12.8%2,9060.6%ETF
Apple Inc. stock logo
AAPL
Apple
$857,930$291,311 -25.3%4,1820.6%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$856,229$153,574 -15.2%38,7430.6%ETF
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$731,689$149,600 -17.0%15,3430.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$712,220$21,501 -2.9%16,6290.5%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$641,023$1,996,233 -75.7%26,2930.5%ETF
Ecofin Global Water ESG Fund stock logo
EBLU
Ecofin Global Water ESG Fund
$639,803$41,694 7.0%12,0920.5%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$631,472$73,314 -10.4%12,3600.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$599,415$400,501 -40.1%19,2800.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$597,957$254,262 -29.8%17,2970.4%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$531,4730.0%11,1490.4%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$501,232$7,126 -1.4%8,7920.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$499,644$32,874 -6.2%2,8270.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$409,527$93,549 29.6%8230.3%Computer and Technology
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$364,441$655 -0.2%1,6680.3%Computer and Technology
iShares ESG Select Screened S&P Small-Cap ETF stock logo
XJR
iShares ESG Select Screened S&P Small-Cap ETF
$333,367$68,422 -17.0%8,4290.2%ETF
Invesco S&P SmallCap Quality ETF stock logo
XSHQ
Invesco S&P SmallCap Quality ETF
$330,823$330,823 New Holding8,1220.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$318,774$29,618 10.2%1,4530.2%Retail/Wholesale
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$284,948$90,270 -24.1%3,8700.2%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$274,352$94,213 -25.6%4,5020.2%Manufacturing
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$265,013$46,112 -14.8%4,0460.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$244,430$244,430 New Holding1,3370.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$241,8790.0%3,3280.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$240,389$240,389 New Holding1,5220.2%Computer and Technology
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$229,398$191,989 -45.6%6,4510.2%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$227,618$173,371 -43.2%7,7500.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$226,076$4,544 2.1%3980.2%ETF
Fidelity Low Duration Bond Factor ETF stock logo
FLDR
Fidelity Low Duration Bond Factor ETF
$0$7,415,550 -100.0%00.0%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$0$2,413,490 -100.0%00.0%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$792,185 -100.0%00.0%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$0$573,121 -100.0%00.0%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$0$399,849 -100.0%00.0%ETF
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$0$296,820 -100.0%00.0%Miscellaneous
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$0$244,056 -100.0%00.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$0$222,740 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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