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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 $144.56 million in total holdings as of March 31, 2025.
  • Archer Investment Management, LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 5.72% of the portfolio was purchased this quarter.
  • About 17.91% of the portfolio was sold this quarter.
  • This quarter, Archer Investment Management, LLC has purchased 58 new stocks and bought additional shares in 12 stocks.
  • Archer Investment Management, LLC sold shares of 38 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

DIMENSIONAL ETF TRUST
$12,675,873
2023 ETF SERIES TRUST II
$10,020,036

Largest New Holdings this Quarter

24703L202 - Dell Technologies
$792,185 Holding
921909768 - Vanguard Total International Stock ETF
$573,121 Holding
922908744 - Vanguard Value ETF
$520,466 Holding
389930207 - GRAYSCALE BITCOIN MINI TR ET
$505,277 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$453,251 Holding

Largest Purchases this Quarter

iShares 20+ Year Treasury Bond ETF
11,224 shares (about $1.02M)
Dimensional U.S. Core Equity 2 ETF
28,630 shares (about $944.50K)
GRAYSCALE ETHEREUM MINI TR E
48,932 shares (about $842.61K)
Dell Technologies
8,691 shares (about $792.19K)
Vanguard Total Stock Market ETF
2,143 shares (about $588.98K)

Largest Sales this Quarter

2023 ETF SERIES TRUST II
142,678 shares (about $4.46M)
WisdomTree U.S. Multifactor Fund
76,243 shares (about $3.78M)
Invesco S&P 500 Equal Weight ETF
7,658 shares (about $1.33M)

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
$16,371,908$966,682 -5.6%658,56411.3%ETF
DIMENSIONAL ETF TRUST
$12,675,873$802,891 -6.0%237,2438.8%GLOBAL CORE PLUS
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$10,160,465$70,851 0.7%167,4997.0%ETF
2023 ETF SERIES TRUST II
$10,020,036$4,460,108 -30.8%320,5396.9%GMO US QUALITY E
USMF
WisdomTree U.S. Multifactor Fund
$9,919,341$3,783,180 -27.6%199,9066.9%Finance
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$9,289,053$188,845 2.1%234,0406.4%ETF
Fidelity Low Duration Bond Factor ETF stock logo
FLDR
Fidelity Low Duration Bond Factor ETF
$7,415,550$531,171 7.7%147,9565.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$7,106,544$1,021,723 16.8%78,0684.9%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$6,450,063$2,766,115 -30.0%80,7674.5%Manufacturing
DFSB
Dimensional Global Sustainability Fixed Income ETF
$4,393,245$204,712 -4.5%85,3063.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$3,793,004$960,819 -20.2%176,1732.6%ETF
Calvert US Mid-Cap Core Responsible Index ETF stock logo
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
$3,734,036$1,315,279 -26.0%65,8302.6%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$3,084,450$1,814 -0.1%88,4052.1%ETF
CVIE
Calvert International Responsible Index ETF
$2,716,707$326,996 -10.7%46,9241.9%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,632,931$931,687 -26.1%108,1731.8%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$2,413,490$91,523 -3.7%50,7891.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,363,475$1,326,553 -35.9%13,6441.6%ETF
Xtrackers MSCI USA ESG Leaders Equity ETF stock logo
USSG
Xtrackers MSCI USA ESG Leaders Equity ETF
$2,311,652$1,192,672 -34.0%45,8931.6%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,019,780$944,504 87.8%61,2241.4%ETF
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$1,756,927$98,487 -5.3%34,4831.2%ETF
GRAYSCALE ETHEREUM MINI TR E
$1,455,400$842,609 137.5%84,5181.0%SHS NEW
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,397,500$645,541 -31.6%59,6461.0%ETF
BITWISE BITCOIN ETF TR
$1,377,547$118,438 -7.9%30,6941.0%SHS BEN INT
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$1,287,693$197,684 -13.3%41,7540.9%ETF
Apple Inc. stock logo
AAPL
Apple
$1,244,432$426,066 52.1%5,6020.9%Computer and Technology
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$1,229,764$174,461 -12.4%11,0880.9%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$1,219,601$108,583 -8.2%20,5320.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$916,317$588,982 179.9%3,3340.6%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$903,780$168,168 -15.7%45,6920.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$893,139$31,880 -3.4%32,1620.6%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$792,185$792,185 New Holding8,6910.5%Computer and Technology
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$790,624$486,225 -38.1%18,4800.5%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$769,882$166,612 -17.8%24,6520.5%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$689,612$137,572 -16.6%13,7950.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$674,276$13,382 -1.9%17,1310.5%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$669,947$265,064 65.5%11,6290.5%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$573,121$573,121 New Holding9,2290.4%ETF
Ecofin Global Water ESG Fund stock logo
EBLU
Ecofin Global Water ESG Fund
$534,932$67,198 -11.2%11,3040.4%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$528,017$38,598 -6.8%11,1490.4%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$520,466$520,466 New Holding3,0130.4%ETF
GRAYSCALE BITCOIN MINI TR ET
$505,277$505,277 New Holding13,8470.3%SHS NEW
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$453,251$453,251 New Holding8,9170.3%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$399,849$852,000 -68.1%4,5870.3%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$392,709$236,189 -37.6%11,8500.3%ETF
iShares ESG Select Screened S&P Small-Cap ETF stock logo
XJR
iShares ESG Select Screened S&P Small-Cap ETF
$382,220$89,545 -19.0%10,1590.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$374,301$41,720 -10.0%5,0960.3%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$357,709$72,312 -16.8%13,6530.2%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$335,362$40,257 -10.7%6,0480.2%Manufacturing
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$317,590$317,590 New Holding1,6710.2%Computer and Technology
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$296,820$12,146 -3.9%19,5020.2%Miscellaneous
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$280,155$1,651 0.6%4,7500.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$250,763$9,323 3.9%1,3180.2%Retail/Wholesale
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$244,056$96,907 -28.4%6,3490.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$238,492$11,643 5.1%6350.2%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$222,740$161,007 -42.0%5,4050.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$211,428$211,428 New Holding3,3280.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$200,425$24,154 -10.8%3900.1%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$0$749,684 -100.0%00.0%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$0$580,070 -100.0%00.0%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$0$318,234 -100.0%00.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$240,020 -100.0%00.0%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$0$234,560 -100.0%00.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$0$228,419 -100.0%00.0%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$0$204,893 -100.0%00.0%ETF
CleanSpark, Inc. stock logo
CLSK
CleanSpark
$0$121,885 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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