$556 Million is the total value of Anchor Investment Management, LLC's 921 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO COMstock | $1,247,591 | +10.8% | 14,590 | 0.0% | 0.22% | -2.2% | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $820,095 | +0.1% | 8,037 | 0.0% | 0.15% | -10.8% | |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $654,326 | +24.0% | 2,847 | 0.0% | 0.12% | +10.3% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $593,446 | +11.2% | 2,461 | 0.0% | 0.11% | -0.9% | |
| EFA | ISHARES MSCI EAFE ETFetf | $520,497 | +14.6% | 7,134 | 0.0% | 0.09% | +2.2% | |
| FCCO | FIRST CMNTY CORP S C COMstock | $465,441 | +24.7% | 27,395 | 0.0% | 0.08% | +10.5% | |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $447,188 | +15.3% | 13,250 | 0.0% | 0.08% | +1.3% | |
| DVA | DAVITA INC COMstock | $437,902 | +37.1% | 3,730 | 0.0% | 0.08% | +21.5% | |
| MGK | VANGUARD MEGA CAP GROWTH ETFetf | $423,393 | +9.9% | 2,078 | 0.0% | 0.08% | -2.6% | |
| CTAS | CINTAS CORP COMstock | $406,479 | +6.2% | 1,150 | 0.0% | 0.07% | -6.4% | |
| BDX | BECTON DICKINSON & CO COMstock | $402,354 | +7.5% | 1,608 | 0.0% | 0.07% | -5.3% | |
| DLA | DELTA APPAREL INC COMstock | $378,821 | +40.8% | 18,875 | 0.0% | 0.07% | +23.6% | |
| EXPD | EXPEDITORS INTL WASH INC COMstock | $358,565 | +5.1% | 3,770 | 0.0% | 0.06% | -5.8% | |
| NKE | NIKE INC CL Bstock | $352,968 | +12.7% | 2,495 | 0.0% | 0.06% | -1.6% | |
| SHV | ISHARES SHORT TREASURY BOND ETFetf | $342,090 | -0.2% | 3,095 | 0.0% | 0.06% | -11.4% | |
| STZ | CONSTELLATION BRANDS INC CL Astock | $342,156 | +15.6% | 1,562 | 0.0% | 0.06% | +3.3% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $325,962 | +9.7% | 2,309 | 0.0% | 0.06% | -1.7% | |
| IWL | ISHARES RUSSELL TOP 200 ETFetf | $317,731 | +11.2% | 3,519 | 0.0% | 0.06% | -1.7% | |
| PHM | PULTE GROUP INC COMstock | $316,630 | -6.8% | 7,343 | 0.0% | 0.06% | -17.4% | |
| GDX | VANECK GOLD MINERS ETFetf | $300,767 | -8.0% | 8,350 | 0.0% | 0.05% | -18.2% | |
| TCBI | TEXAS CAP BANCSHARES INC COMstock | $301,725 | +91.1% | 5,071 | 0.0% | 0.05% | +68.8% | |
| WEC | WEC ENERGY GROUP INC COMstock | $294,312 | -5.0% | 3,198 | 0.0% | 0.05% | -15.9% | |
| CLX | CLOROX CO DEL COMstock | $288,140 | -3.9% | 1,427 | 0.0% | 0.05% | -14.8% | |
| BX | BLACKSTONE INC COMstock | $285,164 | +24.2% | 4,400 | 0.0% | 0.05% | +8.5% | |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $267,161 | +14.0% | 43,230 | 0.0% | 0.05% | 0.0% | |
| BSJM | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $260,614 | +2.1% | 11,166 | 0.0% | 0.05% | -9.6% | |
| ABC | CENCORA INC COMstock | $263,561 | +0.9% | 2,696 | 0.0% | 0.05% | -11.3% | |
| HON | HONEYWELL INTL INC COMstock | $253,538 | +29.2% | 1,192 | 0.0% | 0.05% | +15.0% | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $248,772 | +2.5% | 1,801 | 0.0% | 0.04% | -8.2% | |
| CERN | CERNER CORP COMstock | $249,174 | +8.6% | 3,175 | 0.0% | 0.04% | -4.3% | |
| YUM | YUM BRANDS INC COMstock | $241,329 | +18.9% | 2,223 | 0.0% | 0.04% | +4.9% | |
| PRU | PRUDENTIAL FINL INC COMstock | $234,522 | +22.9% | 3,004 | 0.0% | 0.04% | +7.7% | |
| PSA | PUBLIC STORAGE COMreit | $230,930 | +3.7% | 1,000 | 0.0% | 0.04% | -6.7% | |
| KR | KROGER CO COMstock | $223,908 | -6.3% | 7,050 | 0.0% | 0.04% | -18.4% | |
| EVRG | EVERGY INC COMstock | $222,040 | +9.2% | 4,000 | 0.0% | 0.04% | -2.4% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $216,056 | +54.3% | 1,020 | 0.0% | 0.04% | +39.3% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $211,959 | +29.7% | 1,510 | 0.0% | 0.04% | +15.2% | |
| BSJL | INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETFetf | $210,464 | +0.7% | 9,111 | 0.0% | 0.04% | -9.5% | |
| HOLX | HOLOGIC INC COMstock | $207,566 | +9.6% | 2,850 | 0.0% | 0.04% | -2.6% | |
| BSJN | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $203,624 | +3.5% | 8,023 | 0.0% | 0.04% | -7.5% | |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $203,113 | +4.4% | 7,931 | 0.0% | 0.04% | -5.1% | |
| BSJO | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $202,301 | +3.4% | 8,118 | 0.0% | 0.04% | -10.0% | |
| BSJP | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $199,291 | +4.3% | 8,131 | 0.0% | 0.04% | -7.7% | |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFetf | $192,816 | +5.1% | 7,526 | 0.0% | 0.04% | -5.4% | |
| SYY | SYSCO CORP COMstock | $193,076 | +19.4% | 2,600 | 0.0% | 0.04% | +6.1% | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $187,671 | +13.4% | 4,940 | 0.0% | 0.03% | 0.0% | ||
| MLM | MARTIN MARIETTA MATLS INC COMstock | $184,297 | +20.7% | 649 | 0.0% | 0.03% | +6.5% | |
| FWRD | FORWARD AIR CORP COMstock | $176,732 | +33.9% | 2,300 | 0.0% | 0.03% | +18.5% | |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $179,000 | +30.8% | 5,000 | 0.0% | 0.03% | +14.3% | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $169,073 | -0.2% | 3,290 | 0.0% | 0.03% | -11.8% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $165,490 | +3.7% | 3,350 | 0.0% | 0.03% | -6.2% | |
| VOT | VANGUARD MID-CAP GROWTH ETFetf | $169,232 | +17.7% | 798 | 0.0% | 0.03% | +3.4% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $167,832 | +26.2% | 2,700 | 0.0% | 0.03% | +11.1% | |
| BRO | BROWN & BROWN INC COMstock | $164,987 | +4.7% | 3,480 | 0.0% | 0.03% | -6.2% | |
| NUE | NUCOR CORP COMstock | $154,623 | +18.6% | 2,907 | 0.0% | 0.03% | +7.7% | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $148,391 | +4.8% | 2,639 | 0.0% | 0.03% | -6.9% | |
| CBRE | CBRE GROUP INC CL Astock | $137,357 | +33.5% | 2,190 | 0.0% | 0.02% | +19.0% | |
| DAR | DARLING INGREDIENTS INC COMstock | $139,182 | +60.1% | 2,413 | 0.0% | 0.02% | +38.9% | |
| URI | UNITED RENTALS INC COMstock | $141,465 | +32.9% | 610 | 0.0% | 0.02% | +13.6% | |
| IEFA | ISHARES CORE MSCI EAFE ETFetf | $134,242 | +14.6% | 1,943 | 0.0% | 0.02% | 0.0% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $132,145 | +32.6% | 1,003 | 0.0% | 0.02% | +20.0% | |
| AAP | ADVANCE AUTO PARTS INC COMstock | $133,096 | +2.6% | 845 | 0.0% | 0.02% | -7.7% | |
| ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $128,810 | +11.3% | 5,500 | 0.0% | 0.02% | -4.2% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $126,533 | +19.9% | 1,305 | 0.0% | 0.02% | +9.5% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $127,743 | +26.5% | 10,780 | 0.0% | 0.02% | +9.5% | |
| SONA | PRIMIS FINANCIAL CORP COMstock | $121,100 | +39.5% | 10,000 | 0.0% | 0.02% | +22.2% | |
| HPQ | HP INC COMstock | $117,737 | +29.5% | 4,788 | 0.0% | 0.02% | +16.7% | |
| POOL | POOL CORP COMstock | $118,455 | +11.3% | 318 | 0.0% | 0.02% | -4.5% | |
| FNB | F N B CORP COMstock | $114,000 | +40.1% | 12,000 | 0.0% | 0.02% | +23.5% | |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $109,502 | +18.0% | 911 | 0.0% | 0.02% | +5.3% | |
| WSM | WILLIAMS SONOMA INC COMstock | $106,423 | +12.6% | 1,045 | 0.0% | 0.02% | 0.0% | |
| WYND | TRAVEL PLUS LEISURE CO COMstock | $103,178 | +45.8% | 2,300 | 0.0% | 0.02% | +35.7% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $105,463 | +24.1% | 2,485 | 0.0% | 0.02% | +11.8% | |
| PH | PARKER-HANNIFIN CORP COMstock | $100,792 | +34.6% | 370 | 0.0% | 0.02% | +20.0% | |
| NWSA | NEWS CORP NEW CL Astock | $99,410 | +28.2% | 5,532 | 0.0% | 0.02% | +12.5% | |
| IVV | ISHARES CORE S&P 500 ETFetf | $101,355 | +11.7% | 270 | 0.0% | 0.02% | 0.0% | |
| GLOBAL X SUPERDIVIDEND ETFetf | $95,183 | +19.3% | 7,413 | 0.0% | 0.02% | +6.2% | ||
| MMS | MAXIMUS INC COMstock | $92,219 | +7.0% | 1,260 | 0.0% | 0.02% | 0.0% | |
| COF | CAPITAL ONE FINL CORP COMstock | $90,843 | +37.6% | 919 | 0.0% | 0.02% | +23.1% | |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $89,926 | +3.4% | 1,979 | 0.0% | 0.02% | -11.1% | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $85,914 | +7.2% | 5,120 | 0.0% | 0.02% | -6.2% | |
| INFY | INFOSYS LTD SPONSORED ADRadr | $85,598 | +22.7% | 5,050 | 0.0% | 0.02% | +7.1% | |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETFetf | $81,198 | +13.2% | 1,735 | 0.0% | 0.02% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $85,520 | +3.1% | 5,183 | 0.0% | 0.02% | -11.8% | |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $78,504 | +81.0% | 1,219 | 0.0% | 0.01% | +55.6% | |
| HSY | HERSHEY CO COMstock | $78,907 | +6.3% | 518 | 0.0% | 0.01% | -6.7% | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $75,666 | +12.7% | 1,688 | 0.0% | 0.01% | 0.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $79,265 | +9.4% | 493 | 0.0% | 0.01% | -6.7% | |
| USB | US BANCORP DEL COM NEWstock | $74,544 | +30.0% | 1,600 | 0.0% | 0.01% | +8.3% | |
| MXIM | MAXIM INTEGRATED PRODS INC COMstock | $66,488 | +31.1% | 750 | 0.0% | 0.01% | +20.0% | |
| NDAQ | NASDAQ INC COMstock | $66,370 | +8.2% | 500 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $66,588 | +12.0% | 573 | 0.0% | 0.01% | 0.0% | |
| PPL | PPL CORP COMstock | $69,005 | +3.6% | 2,447 | 0.0% | 0.01% | -14.3% | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $68,300 | +0.5% | 1,238 | 0.0% | 0.01% | -14.3% | |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $65,031 | +25.7% | 1,924 | 0.0% | 0.01% | +20.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $58,501 | +8.4% | 344 | 0.0% | 0.01% | 0.0% | |
| HRL | HORMEL FOODS CORP COMstock | $63,856 | -4.7% | 1,370 | 0.0% | 0.01% | -21.4% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $60,303 | +15.0% | 681 | 0.0% | 0.01% | 0.0% | |
| EIX | EDISON INTL COMstock | $62,820 | +23.6% | 1,000 | 0.0% | 0.01% | +10.0% | |
| CNC | CENTENE CORP DEL COMstock | $57,389 | +2.9% | 956 | 0.0% | 0.01% | -9.1% | |
| VLO | VALERO ENERGY CORP COMstock | $54,647 | +30.6% | 966 | 0.0% | 0.01% | +25.0% | |
| IEX | IDEX CORP COMstock | $53,186 | +9.2% | 267 | 0.0% | 0.01% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $56,355 | +7.5% | 3,900 | 0.0% | 0.01% | -9.1% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $56,949 | +11.4% | 438 | 0.0% | 0.01% | 0.0% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $57,496 | +5.6% | 917 | 0.0% | 0.01% | -9.1% | |
| SNY | SANOFI SPONSORED ADRadr | $58,308 | -3.1% | 1,200 | 0.0% | 0.01% | -16.7% | |
| PDD | PDD HOLDINGS INC SPONSORED ADSadr | $53,301 | +139.6% | 300 | 0.0% | 0.01% | +100.0% | |
| TKR | TIMKEN CO COMstock | $55,854 | +42.7% | 722 | 0.0% | 0.01% | +25.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $52,522 | +1.6% | 850 | 0.0% | 0.01% | -10.0% | |
| JXI | ISHARES GLOBAL UTILITIES ETFetf | $48,056 | +7.0% | 800 | 0.0% | 0.01% | 0.0% | |
| GTO | INVESCO TOTAL RETURN BOND ETFetf | $51,096 | -0.1% | 886 | 0.0% | 0.01% | -10.0% | |
| LEA | LEAR CORP COM NEWstock | $47,709 | +45.8% | 300 | 0.0% | 0.01% | +28.6% | |
| QTRX | QUANTERIX CORP COMstock | $50,406 | +37.8% | 1,084 | 0.0% | 0.01% | +28.6% | |
| MOTI | VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf | $49,802 | +14.7% | 1,480 | 0.0% | 0.01% | 0.0% | |
| MBB | ISHARES MBS ETFetf | $48,457 | -0.2% | 440 | 0.0% | 0.01% | -10.0% | |
| TTD | THE TRADE DESK INC COM CL Astock | $47,259 | +54.4% | 59 | 0.0% | 0.01% | +50.0% | |
| SPXL | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $47,685 | +37.2% | 660 | 0.0% | 0.01% | +28.6% | |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $43,261 | +23.6% | 1,162 | 0.0% | 0.01% | +14.3% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $42,927 | -0.4% | 265 | 0.0% | 0.01% | -11.1% | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $42,638 | +13.7% | 170 | 0.0% | 0.01% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $45,442 | +29.8% | 650 | 0.0% | 0.01% | +14.3% | |
| ELS | EQUITY LIFESTYLE PPTYS INC COMreit | $42,578 | +3.4% | 672 | 0.0% | 0.01% | 0.0% | |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $45,406 | +26.2% | 1,707 | 0.0% | 0.01% | +14.3% | |
| CME | CME GROUP INC COMstock | $45,148 | +8.8% | 248 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $41,992 | +23.9% | 100 | 0.0% | 0.01% | +14.3% | |
| AWR | AMER STATES WTR CO COMstock | $46,593 | +6.1% | 586 | 0.0% | 0.01% | -11.1% | |
| SHOP | SHOPIFY INC CL Astock | $43,014 | +10.7% | 38 | 0.0% | 0.01% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $46,129 | +34.4% | 334 | 0.0% | 0.01% | +14.3% | |
| FRPT | FRESHPET INC COMstock | $42,597 | +27.2% | 300 | 0.0% | 0.01% | +14.3% | |
| IDXX | IDEXX LABS INC COMstock | $42,489 | +27.2% | 85 | 0.0% | 0.01% | +14.3% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $45,580 | +19.7% | 314 | 0.0% | 0.01% | 0.0% | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $46,489 | +0.6% | 794 | 0.0% | 0.01% | -11.1% | |
| BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $44,010 | +4.1% | 2,700 | 0.0% | 0.01% | -11.1% | |
| BIZD | VANECK BDC INCOME ETFetf | $45,158 | +13.0% | 3,289 | 0.0% | 0.01% | 0.0% | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $45,180 | +15.7% | 1,200 | 0.0% | 0.01% | 0.0% | |
| ACWI | ISHARES MSCI ACWI ETFetf | $41,913 | +13.5% | 462 | 0.0% | 0.01% | +14.3% | |
| PGHY | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETFetf | $44,630 | +2.7% | 2,010 | 0.0% | 0.01% | -11.1% | |
| GPI | GROUP 1 AUTOMOTIVE INC COMstock | $38,031 | +48.4% | 290 | 0.0% | 0.01% | +40.0% | |
| WMB | WILLIAMS COS INC COMstock | $41,103 | +2.0% | 2,050 | 0.0% | 0.01% | -12.5% | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $38,325 | +0.2% | 750 | 0.0% | 0.01% | -12.5% | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $36,643 | +9.1% | 85 | 0.0% | 0.01% | 0.0% | |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $41,679 | +1.1% | 1,121 | 0.0% | 0.01% | -12.5% | |
| DVYA | ISHARES ASIA/PACIFIC DIVIDEND ETFetf | $39,081 | +16.4% | 1,033 | 0.0% | 0.01% | 0.0% | |
| CRMT | AMERICAS CAR-MART INC COMstock | $36,577 | +29.4% | 333 | 0.0% | 0.01% | +16.7% | |
| SEIC | SEI INVTS CO COMstock | $37,356 | +13.3% | 650 | 0.0% | 0.01% | 0.0% | |
| SFST | SOUTHERN FIRST BANCSHARES COMstock | $35,350 | +46.4% | 1,000 | 0.0% | 0.01% | +20.0% | |
| IJR | ISHARES CORE S&P SMALL CAP ETFetf | $34,554 | +30.9% | 376 | 0.0% | 0.01% | +20.0% | |
| CANADIAN PACIFIC KANSAS CITY COMstock | $34,669 | +13.9% | 100 | 0.0% | 0.01% | 0.0% | ||
| IAU | ISHARES GOLD TRUSTetf | $35,154 | +0.8% | 1,939 | 0.0% | 0.01% | -14.3% | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $34,713 | +30.4% | 312 | 0.0% | 0.01% | +20.0% | |
| HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $31,715 | +50.1% | 500 | 0.0% | 0.01% | +50.0% | |
| VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $34,341 | +24.9% | 908 | 0.0% | 0.01% | 0.0% | |
| GILD | GILEAD SCIENCES INC COMstock | $31,227 | -7.8% | 536 | 0.0% | 0.01% | -14.3% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $35,095 | +30.9% | 179 | 0.0% | 0.01% | +20.0% | |
| PETS | PETMED EXPRESS INC COMstock | $32,060 | +1.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $34,539 | +9.7% | 600 | 0.0% | 0.01% | 0.0% | |
| PRG | PROG HOLDINGS INC COM NPVstock | $35,016 | -4.9% | 650 | 0.0% | 0.01% | -14.3% | |
| RMD | RESMED INC COMstock | $31,884 | +24.0% | 150 | 0.0% | 0.01% | +20.0% | |
| RHI | ROBERT HALF INC. COMstock | $31,240 | +18.0% | 500 | 0.0% | 0.01% | +20.0% | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $33,728 | +15.3% | 800 | 0.0% | 0.01% | 0.0% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $25,994 | -10.7% | 200 | 0.0% | 0.01% | -16.7% | |
| RPAY | REPAY HLDGS CORP COM CL Astock | $27,250 | +16.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| MAC | MACERICH CO COMreit | $27,422 | +57.1% | 2,570 | 0.0% | 0.01% | +25.0% | |
| SBCF | SEACOAST BKG CORP FLA COM NEWstock | $27,978 | +63.3% | 950 | 0.0% | 0.01% | +66.7% | |
| NOW | SERVICENOW INC COMstock | $27,522 | +13.5% | 50 | 0.0% | 0.01% | 0.0% | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $25,032 | +5.7% | 650 | 0.0% | 0.01% | 0.0% | |
| MUA | BLACKROCK MUNIASSETS FD INC COMcef | $29,360 | +6.7% | 2,000 | 0.0% | 0.01% | -16.7% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $27,763 | +2.0% | 448 | 0.0% | 0.01% | -16.7% | |
| BIIB | BIOGEN INC COMstock | $26,935 | -13.7% | 110 | 0.0% | 0.01% | -16.7% | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $27,716 | +31.8% | 325 | 0.0% | 0.01% | +25.0% | |
| OKE | ONEOK INC NEW COMstock | $28,286 | +47.7% | 737 | 0.0% | 0.01% | +25.0% | |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $29,535 | +20.8% | 426 | 0.0% | 0.01% | 0.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $27,322 | +50.3% | 180 | 0.0% | 0.01% | +25.0% | |
| ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $25,466 | +9.6% | 732 | 0.0% | 0.01% | 0.0% | |
| SITE | SITEONE LANDSCAPE SUPPLY INC COMstock | $29,029 | +30.1% | 183 | 0.0% | 0.01% | 0.0% | |
| MUB | ISHARES NATIONAL MUNI BOND ETFetf | $27,776 | +1.1% | 237 | 0.0% | 0.01% | -16.7% | |
| ROST | ROSS STORES INC COMstock | $28,860 | +31.6% | 235 | 0.0% | 0.01% | +25.0% | |
| BBH | VANECK BIOTECH ETFetf | $26,302 | +4.7% | 155 | 0.0% | 0.01% | 0.0% | |
| VPL | VANGUARD FTSE PACIFIC ETFetf | $23,877 | +17.0% | 300 | 0.0% | 0.00% | 0.0% | |
| OPY | OPPENHEIMER HLDGS INC CL A NON VTGstock | $20,430 | +40.8% | 650 | 0.0% | 0.00% | +33.3% | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $21,315 | +37.5% | 563 | 0.0% | 0.00% | +33.3% | |
| RY | ROYAL BK CDA COMstock | $20,679 | +17.0% | 252 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO COMstock | $22,473 | +22.6% | 452 | 0.0% | 0.00% | 0.0% | |
| AJRD | AEROJET ROCKETDYNE HLDGS INC COMstock | $21,140 | +32.5% | 400 | 0.0% | 0.00% | +33.3% | |
| ES | EVERSOURCE ENERGY COMstock | $21,281 | +3.5% | 246 | 0.0% | 0.00% | 0.0% | |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $21,006 | +36.1% | 259 | 0.0% | 0.00% | +33.3% | |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $23,160 | +13.4% | 400 | 0.0% | 0.00% | 0.0% | |
| MGA | MAGNA INTL INC COMstock | $21,240 | +54.8% | 300 | 0.0% | 0.00% | +33.3% | |
| VFC | V F CORP COMstock | $23,915 | +21.6% | 280 | 0.0% | 0.00% | 0.0% | |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $20,780 | +45.6% | 400 | 0.0% | 0.00% | +33.3% | |
| EXR | EXTRA SPACE STORAGE INC COMreit | $23,172 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $22,670 | +25.9% | 273 | 0.0% | 0.00% | 0.0% | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $24,312 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| GXC | SPDR S&P CHINA ETFetf | $19,532 | +9.6% | 150 | 0.0% | 0.00% | 0.0% | |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $22,982 | +15.9% | 270 | 0.0% | 0.00% | 0.0% | ||
| HXL | HEXCEL CORP NEW COMstock | $24,245 | +44.5% | 500 | 0.0% | 0.00% | +33.3% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $23,320 | +6.2% | 400 | 0.0% | 0.00% | 0.0% | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $21,807 | +15.5% | 182 | 0.0% | 0.00% | 0.0% | |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $22,375 | +14.8% | 255 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD ENERGY ETFetf | $15,765 | +28.7% | 304 | 0.0% | 0.00% | +50.0% | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $19,050 | +2.1% | 5,000 | 0.0% | 0.00% | -25.0% | |
| SBI | WESTERN ASSET INTER MUNI FD IN COMcef | $18,400 | +1.5% | 2,000 | 0.0% | 0.00% | -25.0% | |
| WELL | WELLTOWER INC COMreit | $19,386 | +17.3% | 300 | 0.0% | 0.00% | 0.0% | |
| UFI | UNIFI INC COM NEWstock | $17,740 | +38.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AFT | APOLLO SR FLOATING RATE FD INC COMcef | $14,400 | +12.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TREX | TREX CO INC COMstock | $16,744 | +16.9% | 200 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $19,296 | -8.8% | 386 | 0.0% | 0.00% | -25.0% | |
| HST | HOST HOTELS & RESORTS INC COMreit | $14,630 | +35.6% | 1,000 | 0.0% | 0.00% | +50.0% | |
| VCYT | VERACYTE INC COMstock | $18,157 | +50.6% | 371 | 0.0% | 0.00% | +50.0% | |
| ADSK | AUTODESK INC COMstock | $15,267 | +32.2% | 50 | 0.0% | 0.00% | +50.0% | |
| AEE | AMEREN CORP COMstock | $16,728 | -1.3% | 214 | 0.0% | 0.00% | 0.0% | |
| VV | VANGUARD LARGE-CAP ETFetf | $17,574 | +12.3% | 100 | 0.0% | 0.00% | 0.0% | |
| FMX | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $18,943 | +34.8% | 250 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC CL A COMstock | $18,998 | +85.1% | 250 | 0.0% | 0.00% | +50.0% | |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $16,390 | +18.6% | 405 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $18,054 | +37.8% | 2,191 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC COM NEWstock | $16,955 | +152.9% | 500 | 0.0% | 0.00% | +200.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $18,058 | +23.2% | 364 | 0.0% | 0.00% | 0.0% | |
| PROSHARES ULTRASHORT S&P500etf | $13,988 | -22.3% | 1,129 | 0.0% | 0.00% | -25.0% | ||
| QTS | QTS RLTY TR INC COM CL Areit | $15,470 | -1.8% | 250 | 0.0% | 0.00% | 0.0% | |
| QTWO | Q2 HLDGS INC COMstock | $17,208 | +38.7% | 136 | 0.0% | 0.00% | 0.0% | |
| SWN | SOUTHWESTERN ENERGY CO COMstock | $15,773 | +26.8% | 5,293 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO COMstock | $19,055 | +44.3% | 740 | 0.0% | 0.00% | 0.0% | |
| MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $13,980 | +6.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SCI | SERVICE CORP INTL COMstock | $14,730 | +16.4% | 300 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC COMstock | $8,860 | +7.6% | 200 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR VOYIX CORPORATION COMstock | $9,393 | +69.7% | 250 | 0.0% | 0.00% | +100.0% | |
| IUSV | ISHARES CORE S&P US VALUE ETFetf | $11,194 | +14.6% | 180 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $8,869 | +10.9% | 100 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $13,517 | +24.3% | 290 | 0.0% | 0.00% | 0.0% | |
| ALLE | ALLEGION PLC ORD SHSstock | $13,384 | +17.7% | 115 | 0.0% | 0.00% | 0.0% | |
| PMX | PIMCO MUN INCOME FD III COMcef | $9,215 | +4.7% | 775 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES S&P 100 ETFetf | $10,985 | +10.2% | 64 | 0.0% | 0.00% | 0.0% | |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $9,085 | +25.6% | 69 | 0.0% | 0.00% | +100.0% | |
| MUH | BLACKROCK MUNIHOLDINGS FD II I COMcef | $12,072 | +2.9% | 800 | 0.0% | 0.00% | 0.0% | |
| GLQ | CLOUGH GLOBAL EQUITY FD COMcef | $13,720 | +22.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $8,988 | -5.9% | 250 | 0.0% | 0.00% | 0.0% | |
| FLO | FLOWERS FOODS INC COMstock | $9,776 | -7.0% | 432 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $13,314 | -7.1% | 188 | 0.0% | 0.00% | -33.3% | |
| MFM | MFS MUN INCOME TR SH BEN INTcef | $13,026 | +3.9% | 1,950 | 0.0% | 0.00% | -33.3% | |
| CSWI | CSW INDUSTRIALS INC COMstock | $11,191 | +44.9% | 100 | 0.0% | 0.00% | 0.0% | |
| MYF | BLACKROCK MUNIYIELD INVT FD COMcef | $12,582 | +4.6% | 900 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC COMstock | $12,028 | +28.0% | 264 | 0.0% | 0.00% | 0.0% | |
| PLMR | PALOMAR HLDGS INC COMstock | $13,593 | -14.8% | 153 | 0.0% | 0.00% | -33.3% | |
| NSIT | INSIGHT ENTERPRISES INC COMstock | $11,414 | +34.5% | 150 | 0.0% | 0.00% | 0.0% | |
| MVT | BLACKROCK MUNIVEST FD II INC COMcef | $10,996 | +6.6% | 740 | 0.0% | 0.00% | 0.0% | |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $11,908 | +14.8% | 105 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $12,002 | +30.5% | 166 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $10,715 | -0.9% | 125 | 0.0% | 0.00% | 0.0% | |
| FLAX | FRANKLIN FTSE ASIA EX JAPAN ETFetf | $10,848 | +15.8% | 393 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR S&P DIVIDEND ETFetf | $10,593 | +14.6% | 100 | 0.0% | 0.00% | 0.0% | |
| OPCH | OPTION CARE HEALTH INC COM NEWstock | $11,542 | +17.0% | 738 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED COMstock | $13,853 | +32.6% | 90 | 0.0% | 0.00% | 0.0% | |
| AN | AUTONATION INC COMstock | $12,841 | +31.9% | 184 | 0.0% | 0.00% | 0.0% | |
| BLD | TOPBUILD CORP COMstock | $10,124 | +7.8% | 55 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC COMstock | $9,504 | +70.7% | 333 | 0.0% | 0.00% | +100.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $13,291 | +10.4% | 100 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD FTSE EUROPE ETFetf | $13,012 | +14.9% | 216 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $13,039 | -16.3% | 100 | 0.0% | 0.00% | -33.3% | |
| XLNX | XILINX INC COMstock | $12,759 | +36.0% | 90 | 0.0% | 0.00% | 0.0% | |
| APOLLO GLOBAL MGMT INC COMstock | $9,796 | +9.5% | 200 | 0.0% | 0.00% | 0.0% | ||
| FHN | FIRST HORIZON CORPORATION COMstock | $9,111 | +35.3% | 714 | 0.0% | 0.00% | +100.0% | |
| PLD | PROLOGIS INC. COMreit | $9,966 | -1.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $12,654 | +10.4% | 55 | 0.0% | 0.00% | 0.0% | |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $9,019 | +11.9% | 375 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC COMstock | $12,808 | +20.4% | 200 | 0.0% | 0.00% | 0.0% | |
| PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $13,690 | +5.6% | 1,000 | 0.0% | 0.00% | -33.3% | |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $8,963 | +15.4% | 120 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANY CL Astock | $4,170 | +56.9% | 200 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $7,131 | +8.2% | 29 | 0.0% | 0.00% | 0.0% | |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $5,915 | +3.7% | 81 | 0.0% | 0.00% | 0.0% | |
| PGX | INVESCO PREFERRED ETFetf | $3,815 | +3.6% | 250 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INC SPON ADR CL Aadr | $3,516 | +13.3% | 40 | 0.0% | 0.00% | 0.0% | |
| KDP | KEURIG DR PEPPER INC COMstock | $3,264 | +16.0% | 102 | 0.0% | 0.00% | 0.0% | |
| IIM | INVESCO VALUE MUN INCOME TR COMcef | $6,604 | +6.4% | 422 | 0.0% | 0.00% | 0.0% | |
| ADRE | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $5,631 | +20.5% | 100 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORP CL Astock | $4,193 | -6.7% | 55 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $3,167 | +10.9% | 20 | 0.0% | 0.00% | 0.0% | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $3,481 | +31.6% | 80 | 0.0% | 0.00% | 0.0% | ||
| MTB | M & T BK CORP COMstock | $6,365 | +38.2% | 50 | 0.0% | 0.00% | 0.0% | |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COMstock | $6,054 | +61.8% | 110 | 0.0% | 0.00% | 0.0% | |
| MEC | MAYVILLE ENGR CO INC COMstock | $3,382 | +46.0% | 252 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC COMstock | $5,832 | -7.4% | 400 | 0.0% | 0.00% | 0.0% | |
| GPK | GRAPHIC PACKAGING HLDG CO COMstock | $5,929 | +20.2% | 350 | 0.0% | 0.00% | 0.0% | |
| MAA | MID-AMER APT CMNTYS INC COMreit | $4,574 | +9.6% | 36 | 0.0% | 0.00% | 0.0% | |
| MTEM | MOLECULAR TEMPLATES INC COM NEWstock | $7,643 | -14.0% | 814 | 0.0% | 0.00% | -50.0% | |
| GRA | GRACE W R & CO DEL NEW COMstock | $3,289 | +36.1% | 60 | 0.0% | 0.00% | – | |
| NGD | NEW GOLD INC CDA COMstock | $3,285 | +28.8% | 1,500 | 0.0% | 0.00% | 0.0% | |
| NJR | NEW JERSEY RES CORP COMstock | $7,110 | +31.6% | 200 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP COMstock | $3,953 | -5.6% | 66 | 0.0% | 0.00% | 0.0% | |
| GDDY | GODADDY INC CL Astock | $8,295 | +9.2% | 100 | 0.0% | 0.00% | -50.0% | |
| NI | NISOURCE INC COMstock | $8,029 | +4.3% | 350 | 0.0% | 0.00% | -50.0% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $3,095 | +54.5% | 50 | 0.0% | 0.00% | – | |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $8,085 | +18.9% | 244 | 0.0% | 0.00% | 0.0% | |
| OTEX | OPEN TEXT CORP COMstock | $5,683 | +7.6% | 125 | 0.0% | 0.00% | 0.0% | |
| FLR | FLUOR CORP NEW COMstock | $6,388 | +81.3% | 400 | 0.0% | 0.00% | 0.0% | |
| PAG | PENSKE AUTOMOTIVE GRP INC COMstock | $2,970 | +24.6% | 50 | 0.0% | 0.00% | – | |
| PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $4,849 | +25.4% | 375 | 0.0% | 0.00% | 0.0% | |
| FND | FLOOR & DECOR HLDGS INC CL Astock | $4,457 | +24.2% | 48 | 0.0% | 0.00% | 0.0% | |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $4,252 | +10.7% | 86 | 0.0% | 0.00% | 0.0% | |
| FIF | FIRST TR ENERGY INFRASTRCTR FD COMcef | $3,354 | +17.1% | 320 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC COMstock | $8,314 | +28.9% | 50 | 0.0% | 0.00% | 0.0% | |
| O | REALTY INCOME CORP COMreit | $4,787 | +2.3% | 77 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $5,928 | +15.5% | 100 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR S&P BIOTECH ETFetf | $3,520 | +26.3% | 25 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $3,386 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| SPX TECHNOLOGIES INC COMstock | $4,363 | +17.6% | 80 | 0.0% | 0.00% | 0.0% | ||
| DUC | DUFF PHELPS UTILITY&CORP BONDcef | $5,010 | +8.6% | 500 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS COMstock | $4,527 | +56.7% | 50 | 0.0% | 0.00% | 0.0% | |
| XLB | MATERIALS SELECT SECTOR SPDR FUNDetf | $7,167 | +13.8% | 99 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC COMreit | $6,138 | -4.9% | 44 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC CL A COMstock | $5,316 | -3.6% | 54 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $4,128 | +5.5% | 34 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $3,323 | +106.8% | 85 | 0.0% | 0.00% | – | |
| CAG | CONAGRA BRANDS INC COMstock | $5,439 | +1.5% | 150 | 0.0% | 0.00% | 0.0% | |
| STOK | STOKE THERAPEUTICS INC COMstock | $4,087 | +84.9% | 66 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC COM NEWstock | $2,795 | +40.2% | 270 | 0.0% | 0.00% | – | |
| CNK | CINEMARK HLDGS INC COMstock | $5,223 | +74.1% | 300 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW COMstock | $6,624 | +22.7% | 97 | 0.0% | 0.00% | 0.0% | |
| GTLS | CHART INDS INC COMstock | $3,887 | +67.6% | 33 | 0.0% | 0.00% | – | |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $6,287 | +22.2% | 150 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP PAIRED CTFstock | $7,581 | +42.7% | 350 | 0.0% | 0.00% | 0.0% | |
| TRU | TRANSUNION COMstock | $5,556 | +17.9% | 56 | 0.0% | 0.00% | 0.0% | |
| CPT | CAMDEN PPTY TR SH BEN INTreit | $4,496 | +12.3% | 45 | 0.0% | 0.00% | 0.0% | |
| CIT | CIT GROUP INC COM NEWstock | $6,247 | +102.7% | 174 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $3,855 | +6.9% | 58 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCOME COMcef | $7,355 | +3.4% | 500 | 0.0% | 0.00% | 0.0% | |
| AZUL | AZUL S A SPONSR ADR PFDadr | $3,879 | +73.4% | 170 | 0.0% | 0.00% | – | |
| ATLANTA BRAVES HLDGS INC COM SER Cstock | $3,433 | +18.4% | 138 | 0.0% | 0.00% | 0.0% | ||
| NFJ | VIRTUS DIVIDEND INTEREST & PR COMcef | $8,076 | +14.1% | 600 | 0.0% | 0.00% | 0.0% | |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $3,003 | +16.7% | 73 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INC CL Astock | $3,594 | +11.4% | 15 | 0.0% | 0.00% | 0.0% | |
| AFIN | THE NECESSITY RETAIL REIT INC COM CLASS Areit | $5,595 | +18.5% | 753 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $5,060 | -28.2% | 15 | 0.0% | 0.00% | 0.0% | |
| ALSK | ALASKA COMMUNICATIONS SYS GRP COMstock | $3,764 | +84.5% | 1,020 | 0.0% | 0.00% | – | |
| FERG | FERGUSON PLC NEW SHSstock | $4,249 | +20.2% | 35 | 0.0% | 0.00% | 0.0% | |
| STNE | STONECO LTD COM CL Astock | $3,860 | +58.7% | 46 | 0.0% | 0.00% | – | |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKTstock | $6,124 | +83.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK INNOVATION ETFetf | $3,735 | +35.3% | 30 | 0.0% | 0.00% | 0.0% | |
| AMN | AMN HEALTHCARE SVCS INC COMstock | $3,413 | +16.8% | 50 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $6,828 | +32.1% | 14 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES RUSSELL MIDCAP ETFetf | $6,307 | +19.5% | 92 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $2,296 | +37.8% | 160 | 0.0% | 0.00% | – | |
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $2,190 | +0.9% | 80 | 0.0% | 0.00% | – | |
| GOVT | ISHARES U.S. TREASURY BOND ETFetf | $1,117 | -2.5% | 41 | 0.0% | 0.00% | – | |
| TUR | ISHARES MSCI TURKEY ETFetf | $2,650 | +34.1% | 100 | 0.0% | 0.00% | – | |
| SLV | ISHARES SILVER TRUSTetf | $1,966 | +13.6% | 80 | 0.0% | 0.00% | – | |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $1,096 | +6.3% | 38 | 0.0% | 0.00% | – | |
| IXP | ISHARES GLOBAL COMM SERVICES ETFetf | $2,598 | +12.5% | 35 | 0.0% | 0.00% | – | |
| CCJ | CAMECO CORP COMstock | $1,742 | +32.7% | 130 | 0.0% | 0.00% | – | |
| THO | THOR INDS INC COMstock | $2,046 | -2.4% | 22 | 0.0% | 0.00% | – | |
| THOMSON REUTERS CORP. COMstock | $1,065 | +2.7% | 13 | 0.0% | 0.00% | – | ||
| CHX | CHAMPIONX CORPORATION COMstock | $949 | +91.7% | 62 | 0.0% | 0.00% | – | |
| TRGP | TARGA RES CORP COMstock | $1,636 | +88.0% | 62 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP COM NEWstock | $2,643 | +33.1% | 50 | 0.0% | 0.00% | – | |
| GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $2,170 | -2.0% | 40 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COMstock | $548 | +38.4% | 79 | 0.0% | 0.00% | – | |
| SONO | SONOS INC COMstock | $468 | +53.9% | 20 | 0.0% | 0.00% | – | |
| SWAV | SHOCKWAVE MED INC COMstock | $1,556 | +36.9% | 15 | 0.0% | 0.00% | – | |
| SVC | SERVICE PPTYS TR COM SH BEN INTreit | $2,298 | +44.5% | 200 | 0.0% | 0.00% | – | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $82 | +3.8% | 1 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,339 | -0.8% | 23 | 0.0% | 0.00% | – | |
| DISCK | DISCOVERY INC COM SER Cstock | $2,750 | +33.6% | 105 | 0.0% | 0.00% | – | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $1,717 | +29.9% | 40 | 0.0% | 0.00% | – | |
| TFI | SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFetf | $105 | +1.0% | 2 | 0.0% | 0.00% | – | |
| BKH | BLACK HILLS CORP COMstock | $2,212 | +14.8% | 36 | 0.0% | 0.00% | – | |
| JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $980 | +4.5% | 9 | 0.0% | 0.00% | – | |
| KBE | SPDR S&P BANK ETFetf | $2,091 | +42.0% | 50 | 0.0% | 0.00% | – | |
| WRB | BERKLEY W R CORP COMstock | $2,391 | +8.6% | 36 | 0.0% | 0.00% | – | |
| R1 RCM INC COMstock | $2,402 | +40.1% | 100 | 0.0% | 0.00% | – | ||
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $111 | +3.7% | 1 | 0.0% | 0.00% | – | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $1,042 | +80.3% | 211 | 0.0% | 0.00% | – | |
| VEC | V2X INC COMstock | $547 | +30.9% | 11 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $702 | +93.4% | 33 | 0.0% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC COMreit | $1,187 | +6.6% | 28 | 0.0% | 0.00% | – | |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $2,572 | +13.0% | 52 | 0.0% | 0.00% | – | |
| FLXN | FLEXION THERAPEUTICS INC COMstock | $2,677 | +10.8% | 232 | 0.0% | 0.00% | – | |
| PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $268 | -60.6% | 40,000 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC COMstock | $266 | +26.7% | 200 | 0.0% | 0.00% | – | ||
| OXY | OCCIDENTAL PETE CORP COMstock | $1,731 | +72.9% | 100 | 0.0% | 0.00% | – | |
| GTTN | GTT COMMUNICATIONS INC COMstock | $1,806 | -30.8% | 506 | 0.0% | 0.00% | -100.0% | |
| GTX | GARRETT MOTION INC COMstock | $89 | +29.0% | 20 | 0.0% | 0.00% | – | |
| NUS | NU SKIN ENTERPRISES INC CL Astock | $2,732 | +9.1% | 50 | 0.0% | 0.00% | -100.0% | |
| AUD | AUDACY INC CL Astock | $1,107 | +53.5% | 448 | 0.0% | 0.00% | – | |
| NVAX | NOVAVAX INC COM NEWstock | $2,342 | +2.9% | 21 | 0.0% | 0.00% | – | |
| ATLANTA BRAVES HLDGS INC COM SER Astock | $99 | +17.9% | 4 | 0.0% | 0.00% | – | ||
| FINX | GLOBAL X FINTECH ETFetf | $2,336 | +23.0% | 50 | 0.0% | 0.00% | – | |
| SIL | GLOBAL X SILVER MINERS ETFetf | $1,825 | +5.2% | 40 | 0.0% | 0.00% | – | |
| GOEX | GLOBAL X GOLD EXPLORERS ETFetf | $1,755 | +0.1% | 50 | 0.0% | 0.00% | – | |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf | $169 | +2.4% | 3 | 0.0% | 0.00% | – | |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $606 | +11.4% | 8 | 0.0% | 0.00% | – | |
| WDC | WESTERN DIGITAL CORP. COMstock | $1,939 | +51.6% | 35 | 0.0% | 0.00% | – | |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $100 | 0.0% | 1 | 0.0% | 0.00% | – | |
| AMP | AMERIPRISE FINL INC COMstock | $2,332 | +26.1% | 12 | 0.0% | 0.00% | – | |
| GSSC | GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETFetf | $108 | +28.6% | 2 | 0.0% | 0.00% | – | |
| GER | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $1,265 | +27.4% | 166 | 0.0% | 0.00% | – | |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $46 | +39.4% | 2 | 0.0% | 0.00% | – | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,356 | +34.7% | 30 | 0.0% | 0.00% | – | |
| NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $234 | -26.4% | 100 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC COMstock | $960 | +49.1% | 55 | 0.0% | 0.00% | – | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $1,902 | +19.8% | 40 | 0.0% | 0.00% | – | |
| MSGN | MSG NETWORK INC CL Astock | $1,238 | +54.0% | 84 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,728 | +30.2% | 40 | 0.0% | 0.00% | – | ||
| AIMC | ALTRA INDL MOTION CORP COMstock | $1,441 | +49.9% | 26 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $852 | +17.5% | 20 | 0.0% | 0.00% | – | ||
| ZUO | ZUORA INC COM CL Astock | $1,017 | +34.7% | 73 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $1,576 | +11.1% | 10 | 0.0% | 0.00% | – | |
| MNA | IQ MERGER ARBITRAGE ETFetf | $67 | 0.0% | 2 | 0.0% | 0.00% | – | |
| GLOG | GASLOG LTD SHSstock | $409 | +37.2% | 110 | 0.0% | 0.00% | – | |
| IGIC | INTL GNRL INSURANCE HLDNGS LTD SHSstock | $485 | +13.1% | 60 | 0.0% | 0.00% | – | |
| AMG | AFFILIATED MANAGERS GROUP INC COMstock | $1,627 | +48.7% | 16 | 0.0% | 0.00% | – | |
| KRUS | KURA SUSHI USA INC CL A COMstock | $20 | +53.8% | 1 | 0.0% | 0.00% | – | |
| IPI | INTREPID POTASH INC COMstock | $483 | +185.8% | 20 | 0.0% | 0.00% | – | |
| AEGON LTD AMER REG 1 CERTadr | $727 | +54.4% | 184 | 0.0% | 0.00% | – | ||
| GLNG | GOLAR LNG LTD SHSstock | $29 | +61.1% | 3 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 32 | Q4 2023 | 4.7% |
| VISA INC COM CL A | 32 | Q4 2023 | 3.9% |
| MICROSOFT CORP COM | 32 | Q4 2023 | 4.2% |
| APPLE INC COM | 32 | Q4 2023 | 2.7% |
| JOHNSON & JOHNSON COM | 32 | Q4 2023 | 1.9% |
| EXXON MOBIL CORP COM | 32 | Q4 2023 | 3.1% |
| DISNEY WALT CO COM | 32 | Q4 2023 | 2.1% |
| ABBVIE INC COM | 32 | Q4 2023 | 1.8% |
| ALPHABET INC CAP STK CL C | 32 | Q4 2023 | 1.9% |
| UNION PAC CORP COM | 32 | Q4 2023 | 1.4% |
View Anchor Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
View Anchor Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.