Anchor Investment Management, LLC
1,071 holdingsFiling period: 2026-03-31Current AUM: $1.34Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 101.8K | $37.7M | $47.3M | 3.52% | -2,166 | 2026-03-31 |
| 2 | AAPL | APPLE INC COM | 129.9K | $33.0M | $40.1M | 2.98% | -727 | 2026-03-31 |
| 3 | V | VISA INC COM CL A | 107.5K | $32.5M | $39.4M | 2.93% | -211 | 2026-03-31 |
| 4 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.19M | $30.6M | $35.1M | 2.61% | +20.8K | 2026-03-31 |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 89.4K | $25.7M | $31.9M | 2.37% | -19,717 | 2026-03-31 |
| 6 | FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 13.2K | $24.9M | $28.9M | 2.15% | +5 | 2026-03-31 |
| 7 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 1.23M | $24.1M | $24.1M | 1.79% | +14.8K | 2026-03-31 |
| 8 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1.15M | $23.6M | $23.4M | 1.74% | +66.0K | 2026-03-31 |
| 9 | JNJ | JOHNSON & JOHNSON COM | 87.6K | $21.4M | $22.5M | 1.67% | -1,065 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 74.2K | $21.3M | $26.4M | 1.96% | +513 | 2026-03-31 |
| 11 | BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 1.14M | $21.3M | $21.1M | 1.57% | +1.10M | 2026-03-31 |
| 12 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 27.8K | $19.4M | $25.1M | 1.87% | -500 | 2026-03-31 |
| 13 | ABBV | ABBVIE INC COM | 87.8K | $19.1M | $22.0M | 1.64% | +618 | 2026-03-31 |
| 14 | QQQM | INVESCO NASDAQ 100 ETF | 77.3K | $18.4M | $21.9M | 1.63% | +159 | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 35.6K | $17.1M | $17.1M | 1.27% | -288 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC COM | 73.9K | $15.4M | $20.1M | 1.49% | +2.2K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION COM | 86.9K | $15.2M | $17.5M | 1.30% | +348 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP COM | 83.7K | $14.2M | $13.0M | 0.97% | -387 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP COM | 83.7K | $14.2M | $13.0M | 0.97% | -387 | 2026-03-31 |
| 20 | QQQ | INVESCO QQQ TRUST SERIES I | 23.2K | $13.4M | $15.9M | 1.18% | -455 | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO COM | 13.2K | $12.1M | $15.1M | 1.13% | -248 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO COM | 40.7K | $12.0M | $14.3M | 1.06% | +577 | 2026-03-31 |
| 23 | META | META PLATFORMS INC CL A | 20.0K | $11.4M | $11.1M | 0.83% | -51 | 2026-03-31 |
| 24 | LOW | LOWES COS INC COM | 47.6K | $11.3M | $9.9M | 0.74% | -67 | 2026-03-31 |
| 25 | UNP | UNION PAC CORP COM | 46.0K | $11.2M | $13.4M | 1.00% | +465 | 2026-03-31 |
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