Anchor Investment Management, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.2B

Holdings

1,065

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,065 positions)

StockValue
VISVANGUARD INDUSTRIALS ETF
$3.2M
SCHWSCHWAB CHARLES CORP COM
$3.1M
VGSHVANGUARD SHORT-TERM TREASURY ETF
$3.1M
CSXCSX CORP COM
$3.1M
UNMUNUM GROUP COM
$3.1M
AXPAMERICAN EXPRESS CO COM
$3.0M
VNQVANGUARD REAL ESTATE ETF
$3.0M
TROWPRICE T ROWE GROUP INC COM
$2.9M
UPSUNITED PARCEL SERVICE INC CL B
$2.9M
VLOVALERO ENERGY CORP COM
$2.9M
TMOTHERMO FISHER SCIENTIFIC INC COM
$2.8M
CGGRCAPITAL GROUP GROWTH ETF
$2.8M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$2.7M
RTXRTX CORPORATION COM
$2.7M
ISRGINTUITIVE SURGICAL INC COM NEW
$2.7M
PEPPEPSICO INC COM
$2.7M
ADMARCHER DANIELS MIDLAND CO COM
$2.7M
DGDOLLAR GEN CORP NEW COM
$2.7M
AMATAPPLIED MATLS INC COM
$2.6M
ELVELEVANCE HEALTH INC FORMERLY A COM
$2.5M
MTBASIMPLIFY MBS ETF
$2.5M
VDCVANGUARD CONSUMER STAPLES ETF
$2.5M
IBMINTERNATIONAL BUSINESS MACHS COM
$2.4M
PYPLPAYPAL HLDGS INC COM
$2.4M
PFEPFIZER INC COM
$2.4M
ULUNILEVER PLC SPON ADR NEW
$2.4M
KMBKIMBERLY-CLARK CORP COM
$2.4M
MDLZMONDELEZ INTL INC CL A
$2.4M
SPGIS&P GLOBAL INC COM
$2.3M
AFLAFLAC INC COM
$2.2M
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
$2.2M
VOVANGUARD MID-CAP ETF
$2.1M
BKBANK NEW YORK MELLON CORP COM
$2.1M
LMTLOCKHEED MARTIN CORP COM
$2.0M
BABOEING CO COM
$2.0M
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF
$2.0M
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$2.0M
SJMSMUCKER J M CO COM NEW
$1.9M
WDAYWORKDAY INC CL A
$1.9M
CMCSACOMCAST CORP NEW CL A
$1.8M
SONSONOCO PRODS CO COM
$1.8M
DGROISHARES CORE DIVIDEND GROWTH ETF
$1.8M
INTUINTUIT COM
$1.8M
SSBSOUTHSTATE BK CORP COM
$1.8M
MUMICRON TECHNOLOGY INC COM
$1.7M
VBVANGUARD SMALL-CAP ETF
$1.7M
PAYXPAYCHEX INC COM
$1.7M
ASMLASML HOLDING N V N Y REGISTRY SHS
$1.6M
LINLINDE PLC SHS
$1.6M
IWDISHARES RUSSELL 1000 VALUE ETF
$1.6M
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN
$1.6M
GDGENERAL DYNAMICS CORP COM
$1.6M
TAT&T INC COM
$1.6M
GSKGSK PLC SPONSORED ADR
$1.5M
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$1.5M
BXBLACKSTONE INC COM
$1.5M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$1.5M
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$1.5M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$1.5M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$1.4M
XSORXSOURCE CAPITAL COM SHS OF BEN I
$1.4M
AMGNAMGEN INC COM
$1.4M
ICEINTERCONTINENTAL EXCHANGE INC COM
$1.4M
ATOATMOS ENERGY CORP COM
$1.4M
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
$1.3M
IJRISHARES CORE S&P SMALL CAP ETF
$1.3M
ITWILLINOIS TOOL WKS INC COM
$1.3M
COPCONOCOPHILLIPS COM
$1.3M
HDVISHARES CORE HIGH DIVIDEND ETF
$1.3M
AMDADVANCED MICRO DEVICES INC COM
$1.3M
CFRCULLEN FROST BANKERS INC COM
$1.2M
SPOTSPOTIFY TECHNOLOGY S A SHS
$1.2M
NOWSERVICENOW INC COM
$1.2M
MCOMOODYS CORP COM
$1.2M
LULULULULEMON ATHLETICA INC COM
$1.2M
SNPSSYNOPSYS INC COM
$1.2M
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$1.2M
WFCWELLS FARGO CO NEW COM
$1.2M
CLXCLOROX CO DEL COM
$1.2M
EPDENTERPRISE PRODS PARTNERS L P COM
$1.2M
LHLABCORP HOLDINGS INC COM SHS
$1.2M
VPUVANGUARD UTILITIES ETF
$1.1M
ACNACCENTURE PLC IRELAND SHS CLASS A
$1.1M
SHOPSHOPIFY INC CL A SUB VTG SHS
$1.1M
TELTE CONNECTIVITY PLC ORD SHS
$1.1M
KMIKINDER MORGAN INC DEL COM
$1.1M
CRMSALESFORCE INC COM
$1.1M
ETENERGY TRANSFER L P COM UT LTD PTN
$1.1M
QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
$1.1M
ECLECOLAB INC COM
$1.0M
ALNYALNYLAM PHARMACEUTICALS INC COM
$1.0M
TMUST-MOBILE US INC COM
$1.0M
GEVGE VERNOVA INC COM
$1.0M
IJHISHARES CORE S&P MID-CAP ETF
$1.0M
PLTRPALANTIR TECHNOLOGIES INC CL A
$980K
CLCOLGATE PALMOLIVE CO COM
$950K
EWEDWARDS LIFESCIENCES CORP COM
$936K
VRTXVERTEX PHARMACEUTICALS INC COM
$935K
TRVCCITIGROUP INC COM NEW
$929K
BSXBOSTON SCIENTIFIC CORP COM
$929K
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