Anchor Investment Management, LLC Q1 2025 Filing
Filed May 20, 2025
Portfolio Value
$1.1B
Holdings
1,041
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,041 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $39.4M |
VVISA INC COM CL A | $37.5M |
AAPLAPPLE INC COM | $30.1M |
SCHXSCHWAB U.S. LARGE-CAP ETF | $25.0M |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $20.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $19.9M |
NDQINVESCO QQQ TRUST SERIES I | $19.6M |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $19.3M |
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $19.0M |
ABBVABBVIE INC COM | $17.8M |
GOOGLALPHABET INC CAP STK CL A | $16.2M |
FCNCAFIRST CTZNS BANCSHARES INC N C CL A | $15.7M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $15.6M |
JNJJOHNSON & JOHNSON COM | $14.3M |
GOOGALPHABET INC CAP STK CL C | $14.2M |
AMZNAMAZON COM INC COM | $13.3M |
UNHUNITEDHEALTH GROUP INC COM | $12.3M |
XOMEXXON MOBIL CORP COM | $12.1M |
LLYELI LILLY & CO COM | $11.6M |
METAMETA PLATFORMS INC CL A | $11.4M |
PGPROCTER AND GAMBLE CO COM | $11.1M |
LOWLOWES COS INC COM | $10.6M |
UNPUNION PAC CORP COM | $10.3M |
DUKDUKE ENERGY CORP NEW COM NEW | $9.9M |
JPMJPMORGAN CHASE & CO. COM | $9.8M |
MDTMEDTRONIC PLC SHS | $9.6M |
RSGREPUBLIC SVCS INC COM | $9.5M |
WSOWATSCO INC COM | $9.3M |
KOCOCA COLA CO COM | $8.7M |
NVDANVIDIA CORPORATION COM | $8.6M |
COSTCOSTCO WHSL CORP NEW COM | $7.8M |
QQQMINVESCO NASDAQ 100 ETF | $7.8M |
FISVFISERV INC COM | $7.6M |
HDHOME DEPOT INC COM | $7.4M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $7.2M |
4I1PHILIP MORRIS INTL INC COM | $7.2M |
WMTWALMART INC COM | $7.2M |
ABTABBOTT LABS COM | $7.1M |
SOSOUTHERN CO COM | $6.9M |
CVXCHEVRON CORP NEW COM | $6.9M |
WMWASTE MGMT INC DEL COM | $6.8M |
FDXFEDEX CORP COM | $6.7M |
ADBEADOBE INC COM | $6.4M |
IHIISHARES U.S. MEDICAL DEVICES ETF | $6.4M |
MRKMERCK & CO INC COM | $6.3M |
QCOMQUALCOMM INC COM | $6.2M |
NFLXNETFLIX INC COM | $6.1M |
SHWSHERWIN WILLIAMS CO COM | $6.0M |
MCKMCKESSON CORP COM | $5.8M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $5.8M |
ORCLORACLE CORP COM | $5.6M |
SCHMSCHWAB U.S. MID-CAP ETF | $5.3M |
BACVERIZON COMMUNICATIONS INC COM | $5.3M |
VOOVANGUARD S&P 500 ETF | $5.3M |
ENBENBRIDGE INC COM | $5.2M |
MAMASTERCARD INCORPORATED CL A | $5.1M |
ADPAUTOMATIC DATA PROCESSING INC COM | $4.7M |
MCDMCDONALDS CORP COM | $4.7M |
SPYSPDR S&P 500 ETF TRUST | $4.5M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $4.5M |
GLWCORNING INC COM | $4.4M |
UPSUNITED PARCEL SERVICE INC CL B | $4.4M |
AZOAUTOZONE INC COM | $4.4M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $4.4M |
DISDISNEY WALT CO COM | $4.3M |
CATCATERPILLAR INC COM | $4.2M |
GBDCGOLUB CAP BDC INC COM | $4.2M |
VHTVANGUARD HEALTH CARE ETF | $4.2M |
FTNTFORTINET INC COM | $4.2M |
VDEVANGUARD ENERGY ETF | $4.1M |
UNMUNUM GROUP COM | $4.0M |
VFHVANGUARD FINANCIALS ETF | $4.0M |
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $3.9M |
SCHASCHWAB U.S. SMALL-CAP ETF | $3.8M |
NEENEXTERA ENERGY INC COM | $3.7M |
SYKSTRYKER CORPORATION COM | $3.6M |
GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $3.6M |
ORLYOREILLY AUTOMOTIVE INC COM | $3.5M |
SOXXISHARES SEMICONDUCTOR ETF | $3.5M |
AVGOBROADCOM INC COM | $3.4M |
NSCNORFOLK SOUTHN CORP COM | $3.4M |
KELKELLANOVA COM | $3.4M |
BACBANK AMERICA CORP COM | $3.4M |
CSCOCISCO SYS INC COM | $3.4M |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $3.4M |
PFEPFIZER INC COM | $3.4M |
EMREMERSON ELEC CO COM | $3.4M |
PEPPEPSICO INC COM | $3.3M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $3.2M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $3.2M |
LPLALPL FINL HLDGS INC COM | $3.2M |
CPKCHESAPEAKE UTILS CORP COM | $3.2M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $3.1M |
TXNTEXAS INSTRS INC COM | $3.1M |
EWEDWARDS LIFESCIENCES CORP COM | $3.0M |
TFCTRUIST FINL CORP COM | $3.0M |
VNQVANGUARD REAL ESTATE ETF | $2.9M |
ELVELEVANCE HEALTH INC COM | $2.8M |
BKNGBOOKING HOLDINGS INC COM | $2.8M |
VOXVANGUARD COMMUNICATION SERVICES ETF | $2.7M |
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