Anchor Investment Management, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$1.1B

Holdings

1,023

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,023 positions)

StockValue
MSFTMICROSOFT CORP COM
$43.5M
VVISA INC COM CL A
$32.5M
AAPLAPPLE INC COM
$32.5M
SCHXSCHWAB U.S. LARGE-CAP ETF
$26.0M
NDQINVESCO QQQ TRUST SERIES I
$21.0M
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
$20.2M
GOOGLALPHABET INC CAP STK CL A
$19.5M
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$19.0M
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF
$18.3M
FCNCAFIRST CTZNS BANCSHARES INC N C CL A
$18.1M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$17.9M
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$17.7M
GOOGALPHABET INC CAP STK CL C
$17.0M
ABBVABBVIE INC COM
$16.1M
AMZNAMAZON COM INC COM
$14.9M
JNJJOHNSON & JOHNSON COM
$13.3M
METAMETA PLATFORMS INC CL A
$11.7M
UNHUNITEDHEALTH GROUP INC COM
$11.6M
LOWLOWES COS INC COM
$11.3M
PGPROCTER AND GAMBLE CO COM
$10.9M
XOMEXXON MOBIL CORP COM
$10.9M
LLYELI LILLY & CO COM
$10.8M
UNPUNION PAC CORP COM
$10.0M
NVDANVIDIA CORPORATION COM
$9.7M
JPMJPMORGAN CHASE & CO. COM
$9.7M
QQQMINVESCO NASDAQ 100 ETF
$8.8M
DUKDUKE ENERGY CORP NEW COM NEW
$8.8M
WSOWATSCO INC COM
$8.7M
MDTMEDTRONIC PLC SHS
$8.5M
FDXFEDEX CORP COM
$8.0M
RSGREPUBLIC SVCS INC COM
$7.9M
HDHOME DEPOT INC COM
$7.8M
KOCOCA COLA CO COM
$7.6M
COSTCOSTCO WHSL CORP NEW COM
$7.5M
ADBEADOBE INC COM
$7.4M
WMTWALMART INC COM
$7.4M
FISVFISERV INC COM
$7.1M
MRKMERCK & CO INC COM
$7.0M
ORCLORACLE CORP COM
$6.6M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$6.4M
SOSOUTHERN CO COM
$6.3M
IHIISHARES U.S. MEDICAL DEVICES ETF
$6.2M
ABTABBOTT LABS COM
$6.1M
WMWASTE MGMT INC DEL COM
$6.0M
TMOTHERMO FISHER SCIENTIFIC INC COM
$6.0M
CVXCHEVRON CORP NEW COM
$5.9M
NFLXNETFLIX INC COM
$5.9M
SHWSHERWIN WILLIAMS CO COM
$5.8M
SCHMSCHWAB U.S. MID-CAP ETF
$5.6M
VOOVANGUARD S&P 500 ETF
$5.6M
4I1PHILIP MORRIS INTL INC COM
$5.4M
QCOMQUALCOMM INC COM
$5.4M
UPSUNITED PARCEL SERVICE INC CL B
$5.2M
ENBENBRIDGE INC COM
$5.1M
AVGOBROADCOM INC COM
$5.1M
CATCATERPILLAR INC COM
$5.0M
DISDISNEY WALT CO COM
$4.9M
MCKMCKESSON CORP COM
$4.9M
MAMASTERCARD INCORPORATED CL A
$4.9M
SPYSPDR S&P 500 ETF TRUST
$4.7M
BACVERIZON COMMUNICATIONS INC COM
$4.7M
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$4.6M
GLWCORNING INC COM
$4.6M
ADPAUTOMATIC DATA PROCESSING INC COM
$4.5M
MCDMCDONALDS CORP COM
$4.3M
SCHASCHWAB U.S. SMALL-CAP ETF
$4.2M
GBDCGOLUB CAP BDC INC COM
$4.2M
FTNTFORTINET INC COM
$4.0M
NEENEXTERA ENERGY INC COM
$3.9M
VFHVANGUARD FINANCIALS ETF
$3.9M
SOXXISHARES SEMICONDUCTOR ETF
$3.9M
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$3.8M
EMREMERSON ELEC CO COM
$3.8M
VHTVANGUARD HEALTH CARE ETF
$3.7M
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$3.7M
VDEVANGUARD ENERGY ETF
$3.7M
PFEPFIZER INC COM
$3.7M
AZOAUTOZONE INC COM
$3.6M
UNMUNUM GROUP COM
$3.6M
BACBANK AMERICA CORP COM
$3.6M
SYKSTRYKER CORPORATION COM
$3.6M
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
$3.5M
TSLATESLA INC COM
$3.4M
NSCNORFOLK SOUTHN CORP COM
$3.3M
KELKELLANOVA COM
$3.3M
GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
$3.3M
TFCTRUIST FINL CORP COM
$3.3M
VTIVANGUARD TOTAL STOCK MARKET ETF
$3.3M
CSCOCISCO SYS INC COM
$3.3M
LPLALPL FINL HLDGS INC COM
$3.2M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$3.1M
VGSHVANGUARD SHORT-TERM TREASURY ETF
$3.1M
TROWPRICE T ROWE GROUP INC COM
$3.1M
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$3.1M
PEPPEPSICO INC COM
$3.1M
EWEDWARDS LIFESCIENCES CORP COM
$3.1M
BKNGBOOKING HOLDINGS INC COM
$3.0M
PYPLPAYPAL HLDGS INC COM
$3.0M
CPKCHESAPEAKE UTILS CORP COM
$2.9M
ORLYOREILLY AUTOMOTIVE INC COM
$2.9M
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