Anchor Investment Management, LLC - Q1 2021 holdings

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$656 Million is the total value of Anchor Investment Management, LLC's 957 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .

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 Value Shares↓ Weighting
FCNCA  FIRST CTZNS BANCSHARES INC N C CL Astock$6,600,911
+45.5%
7,8980.0%1.01%
+23.3%
NEE  NEXTERA ENERGY INC COMstock$2,204,597
-2.0%
29,1570.0%0.34%
-17.0%
PAYX  PAYCHEX INC COMstock$1,400,314
+5.2%
14,2860.0%0.21%
-10.9%
UNM  UNUM GROUP COMstock$1,374,885
+21.3%
49,4030.0%0.21%
+2.5%
AFL  AFLAC INC COMstock$1,175,707
+15.1%
22,9720.0%0.18%
-2.7%
CFR  CULLEN FROST BANKERS INC COMstock$1,136,542
+24.7%
10,4500.0%0.17%
+5.5%
CTSH  COGNIZANT TECHNOLOGY SOLUTIONS CL Astock$812,370
-4.7%
10,3990.0%0.12%
-19.0%
NIM  NUVEEN SELECT MAT MUN FD SH BEN INTcef$800,648
+0.0%
74,9670.0%0.12%
-15.3%
NVS  NOVARTIS AG SPONSORED ADRadr$779,150
-9.5%
9,1150.0%0.12%
-23.2%
IJH  ISHARES CORE S&P MID-CAP ETFetf$741,017
+13.2%
2,8470.0%0.11%
-4.2%
GPN  GLOBAL PMTS INC COMstock$738,992
-6.4%
3,6660.0%0.11%
-20.4%
IXJ  ISHARES GLOBAL HEALTHCARE ETFetf$629,896
+0.8%
8,1740.0%0.10%
-14.3%
MUNI  PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf$606,960
-0.9%
10,8000.0%0.09%
-16.4%
IWF  ISHARES RUSSELL 1000 GROWTH ETFetf$598,121
+0.8%
2,4610.0%0.09%
-15.0%
FCCO  FIRST CMNTY CORP S C COMstock$546,530
+17.4%
27,3950.0%0.08%
-1.2%
EFA  ISHARES MSCI EAFE ETFetf$541,257
+4.0%
7,1340.0%0.08%
-12.8%
NVO  NOVO-NORDISK A S ADRadr$525,000
-3.5%
7,7870.0%0.08%
-18.4%
CCI  CROWN CASTLE INC COMreit$481,275
+8.1%
2,7960.0%0.07%
-8.8%
SPDW  SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf$468,520
+4.8%
13,2500.0%0.07%
-11.2%
VBK  VANGUARD SMALL-CAP GROWTH ETFetf$454,271
+2.6%
1,6540.0%0.07%
-13.8%
MGK  VANGUARD MEGA CAP GROWTH ETFetf$430,291
+1.6%
2,0780.0%0.07%
-13.2%
CTAS  CINTAS CORP COMstock$392,507
-3.4%
1,1500.0%0.06%
-17.8%
PHM  PULTE GROUP INC COMstock$385,067
+21.6%
7,3430.0%0.06%
+3.5%
SMG  SCOTTS MIRACLE-GRO CO CL Astock$370,640
+23.0%
1,5130.0%0.06%
+3.7%
TCBI  TEXAS CAP BANCSHARES INC COMstock$359,635
+19.2%
5,0710.0%0.06%
+1.9%
STZ  CONSTELLATION BRANDS INC CL Astock$356,136
+4.1%
1,5620.0%0.05%
-12.9%
SCHB  SCHWAB U.S. BROAD MARKET ETFetf$354,345
+6.3%
3,6640.0%0.05%
-10.0%
SHV  ISHARES SHORT TREASURY BOND ETFetf$342,028
-0.0%
3,0950.0%0.05%
-16.1%
VIG  VANGUARD DIVIDEND APPRECIATION ETFetf$339,608
+4.2%
2,3090.0%0.05%
-11.9%
IWL  ISHARES RUSSELL TOP 200 ETFetf$333,355
+4.9%
3,5190.0%0.05%
-10.5%
WTRG  ESSENTIAL UTILS INC COMstock$332,090
-5.4%
7,4210.0%0.05%
-19.0%
SUN  SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock$323,590
+10.6%
10,1630.0%0.05%
-7.5%
EEMV  ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf$311,695
+3.4%
4,9350.0%0.05%
-13.0%
EBAY  EBAY INC. COMstock$308,588
+21.9%
5,0390.0%0.05%
+2.2%
SONY  SONY GROUP CORP SPONSORED ADRadr$304,779
+4.9%
2,8750.0%0.05%
-11.5%
WEC  WEC ENERGY GROUP INC COMstock$299,301
+1.7%
3,1980.0%0.05%
-13.2%
GDX  VANECK GOLD MINERS ETFetf$271,375
-9.8%
8,3500.0%0.04%
-24.1%
HWCC  HOUSTON WIRE & CABLE CO COMstock$266,220
+87.1%
51,0000.0%0.04%
+57.7%
DVY  ISHARES SELECT DIVIDEND ETFetf$265,439
+18.6%
2,3260.0%0.04%0.0%
CCK  CROWN HLDGS INC COMstock$262,881
-3.2%
2,7090.0%0.04%
-18.4%
MU  MICRON TECHNOLOGY INC COMstock$261,984
+17.3%
2,9700.0%0.04%0.0%
PSA  PUBLIC STORAGE COMreit$246,760
+6.9%
1,0000.0%0.04%
-9.5%
BR  BROADRIDGE FINL SOLUTIONS INC COMstock$252,615
-0.1%
1,6500.0%0.04%
-15.6%
YUM  YUM BRANDS INC COMstock$240,484
-0.4%
2,2230.0%0.04%
-14.0%
LQD  ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf$234,220
-5.8%
1,8010.0%0.04%
-20.0%
EVRG  EVERGY INC COMstock$238,120
+7.2%
4,0000.0%0.04%
-10.0%
TRV  TRAVELERS COMPANIES INC COMstock$227,104
+7.1%
1,5100.0%0.04%
-7.9%
CMI  CUMMINS INC COMstock$220,244
+14.1%
8500.0%0.03%
-2.9%
MLM  MARTIN MARIETTA MATLS INC COMstock$217,947
+18.3%
6490.0%0.03%0.0%
XLP  CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf$218,797
+1.3%
3,2030.0%0.03%
-15.4%
STX  SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock$207,225
+23.5%
2,7000.0%0.03%
+6.7%
HOLX  HOLOGIC INC COMstock$211,983
+2.1%
2,8500.0%0.03%
-13.5%
SPSM  SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf$211,350
+18.1%
5,0000.0%0.03%0.0%
 SPDR GOLD MINISHARES TRUSTetf$202,674
-10.2%
11,9220.0%0.03%
-24.4%
FWRD  FORWARD AIR CORP COMstock$204,263
+15.6%
2,3000.0%0.03%
-3.1%
URI  UNITED RENTALS INC COMstock$200,879
+42.0%
6100.0%0.03%
+24.0%
SYY  SYSCO CORP COMstock$204,724
+6.0%
2,6000.0%0.03%
-11.4%
XLE  ENERGY SELECT SECTOR SPDR FUNDetf$194,278
+29.4%
3,9600.0%0.03%
+11.1%
WSM  WILLIAMS SONOMA INC COMstock$187,264
+76.0%
1,0450.0%0.03%
+52.6%
BWA  BORGWARNER INC COMstock$192,394
+20.0%
4,1500.0%0.03%0.0%
BIP  BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock$178,388
+7.8%
3,3500.0%0.03%
-10.0%
DAR  DARLING INGREDIENTS INC COMstock$177,549
+27.6%
2,4130.0%0.03%
+8.0%
SCHG  SCHWAB U.S. LARGE-CAP GROWTH ETFetf$173,127
+1.1%
1,3340.0%0.03%
-16.1%
SCHO  SCHWAB SHORT-TERM US TREASURY ETFetf$168,810
-0.2%
3,2900.0%0.03%
-13.3%
HPE  HEWLETT PACKARD ENTERPRISE CO COMstock$169,677
+32.8%
10,7800.0%0.03%
+13.0%
LNC  LINCOLN NATL CORP IND COMstock$161,591
+23.8%
2,5950.0%0.02%
+8.7%
MOO  VANECK AGRIBUSINESS ETFetf$157,352
+12.6%
1,7940.0%0.02%
-4.0%
AAP  ADVANCE AUTO PARTS INC COMstock$155,049
+16.5%
8450.0%0.02%0.0%
BRO  BROWN & BROWN INC COMstock$159,071
-3.6%
3,4800.0%0.02%
-20.0%
HPQ  HP INC COMstock$152,019
+29.1%
4,7880.0%0.02%
+9.5%
SCHW  SCHWAB CHARLES CORP COMstock$149,262
+22.9%
2,2900.0%0.02%
+4.5%
FNB  F N B CORP COMstock$152,400
+33.7%
12,0000.0%0.02%
+9.5%
SPLV  INVESCO S&P 500 LOW VOLATILITY ETFetf$153,458
+3.4%
2,6390.0%0.02%
-14.8%
IWS  ISHARES RUSSELL MID-CAP VALUE ETFetf$142,637
+12.7%
1,3050.0%0.02%
-4.3%
VMC  VULCAN MATLS CO COMstock$136,856
+13.8%
8110.0%0.02%
-4.5%
NWSA  NEWS CORP NEW CL Astock$140,679
+41.5%
5,5320.0%0.02%
+16.7%
YUMC  YUM CHINA HLDGS INC COMstock$130,084
+3.7%
2,1970.0%0.02%
-13.0%
COF  CAPITAL ONE FINL CORP COMstock$116,924
+28.7%
9190.0%0.02%
+12.5%
ETX  EATON VANCE MUN INCOME 2028 TE SHScef$120,285
-6.6%
5,5000.0%0.02%
-21.7%
VOX  VANGUARD COMMUNICATION SERVICES ETFetf$118,439
+8.2%
9110.0%0.02%
-10.0%
PNFP  PINNACLE FINL PARTNERS INC COMstock$108,077
+37.7%
1,2190.0%0.02%
+14.3%
CDK  CDK GLOBAL INC COMstock$105,795
+4.3%
1,9570.0%0.02%
-11.1%
 GLOBAL X SUPERDIVIDEND ETFetf$103,041
+8.3%
7,4130.0%0.02%
-5.9%
IVV  ISHARES CORE S&P 500 ETFetf$107,411
+6.0%
2700.0%0.02%
-11.1%
EEM  ISHARES MSCI EMERGING MARKETS ETFetf$106,615
+3.2%
1,9990.0%0.02%
-15.8%
MMP  MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock$107,750
+2.2%
2,4850.0%0.02%
-15.8%
 LINDE PLC SHSstock$105,053
+6.3%
3750.0%0.02%
-11.1%
XYL  XYLEM INC COMstock$99,605
+3.3%
9470.0%0.02%
-11.8%
XLV  HEALTH CARE SELECT SECTOR SPDR FUNDetf$88,839
+2.9%
7610.0%0.01%
-12.5%
INFY  INFOSYS LTD SPONSORED ADRadr$94,536
+10.4%
5,0500.0%0.01%
-6.7%
IXC  ISHARES GLOBAL ENERGY ETFetf$92,352
+21.4%
3,7470.0%0.01%0.0%
SJI  SOUTH JERSEY INDS INC COMstock$94,836
+4.8%
4,2000.0%0.01%
-12.5%
MQY  BLACKROCK MUNIYILD QULT FD INC COMcef$82,358
-3.7%
5,1830.0%0.01%
-13.3%
CGW  INVESCO S&P GLOBAL WATER INDEX ETFetf$85,258
+5.0%
1,7350.0%0.01%
-13.3%
NVG  NUVEEN AMT FREE MUN CR INC FD COMcef$86,528
+0.7%
5,1200.0%0.01%
-13.3%
XLY  CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf$82,859
+4.5%
4930.0%0.01%
-7.1%
DGRO  ISHARES CORE DIVIDEND GROWTH ETFetf$81,490
+7.7%
1,6880.0%0.01%
-14.3%
AVY  AVERY DENNISON CORP COMstock$78,051
+18.4%
4250.0%0.01%0.0%
EFV  ISHARES MSCI EAFE VALUE ETFetf$79,972
+8.0%
1,5690.0%0.01%
-7.7%
UBSI  UNITED BANKSHARES INC WEST VA COMstock$77,160
+19.1%
2,0000.0%0.01%0.0%
USFD  US FOODS HLDG CORP COMstock$79,099
+14.4%
2,0750.0%0.01%0.0%
HSY  HERSHEY CO COMstock$81,927
+3.8%
5180.0%0.01%
-14.3%
SRCL  STERICYCLE INC COMstock$73,721
-2.6%
1,0920.0%0.01%
-21.4%
PPL  PPL CORP COMstock$70,571
+2.3%
2,4470.0%0.01%
-8.3%
QUAL  ISHARES MSCI USA QUALITY FACTOR ETFetf$69,780
+4.8%
5730.0%0.01%
-8.3%
VLO  VALERO ENERGY CORP COMstock$69,166
+26.6%
9660.0%0.01%
+10.0%
CG  CARLYLE GROUP INC COMstock$73,520
+16.9%
2,0000.0%0.01%0.0%
NDAQ  NASDAQ INC COMstock$73,730
+11.1%
5000.0%0.01%
-8.3%
GPC  GENUINE PARTS CO COMstock$63,575
+15.1%
5500.0%0.01%0.0%
IQV  IQVIA HLDGS INC COMstock$67,599
+7.8%
3500.0%0.01%
-9.1%
IGSB  ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$67,694
-0.9%
1,2380.0%0.01%
-16.7%
MXIM  MAXIM INTEGRATED PRODS INC COMstock$68,528
+3.1%
7500.0%0.01%
-16.7%
HRL  HORMEL FOODS CORP COMstock$65,459
+2.5%
1,3700.0%0.01%
-9.1%
XLI  INDUSTRIAL SELECT SECTOR SPDR FUNDetf$67,044
+11.2%
6810.0%0.01%
-9.1%
SNY  SANOFI SPONSORED ADRadr$59,352
+1.8%
1,2000.0%0.01%
-10.0%
XLK  TECHNOLOGY SELECT SECTOR SPDR FUNDetf$58,171
+2.1%
4380.0%0.01%
-10.0%
RF  REGIONS FINANCIAL CORP NEW COMstock$61,856
+28.2%
2,9940.0%0.01%0.0%
EIX  EDISON INTL COMstock$58,600
-6.7%
1,0000.0%0.01%
-18.2%
TKR  TIMKEN CO COMstock$58,605
+4.9%
7220.0%0.01%
-10.0%
IEX  IDEX CORP COMstock$55,888
+5.1%
2670.0%0.01%
-10.0%
EDIV  SPDR S&P EMERGING MARKETS DIVIDEND ETFetf$55,894
+8.1%
1,8620.0%0.01%0.0%
XLU  UTILITIES SELECT SECTOR SPDR FUNDetf$58,725
+2.1%
9170.0%0.01%
-10.0%
EFG  ISHARES MSCI EAFE GROWTH ETFetf$56,559
-0.4%
5630.0%0.01%
-10.0%
IWB  ISHARES RUSSELL 1000 ETFetf$55,286
+5.7%
2470.0%0.01%
-11.1%
CRMT  AMERICAS CAR-MART INC COMstock$50,739
+38.7%
3330.0%0.01%
+14.3%
MYI  BLACKROCK MUNIYIELD QUALITY FD COMcef$55,614
-1.3%
3,9000.0%0.01%
-20.0%
MAR  MARRIOTT INTL INC NEW CL Astock$54,208
+12.3%
3660.0%0.01%
-11.1%
CME  CME GROUP INC COMstock$50,649
+12.2%
2480.0%0.01%0.0%
TT  TRANE TECHNOLOGIES PLC SHSstock$51,986
+14.1%
3140.0%0.01%0.0%
MCHP  MICROCHIP TECHNOLOGY INC. COMstock$51,843
+12.4%
3340.0%0.01%0.0%
IGIB  ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$50,346
-4.1%
8500.0%0.01%
-11.1%
MOTI  VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf$52,962
+6.3%
1,4800.0%0.01%
-11.1%
ALC  ALCON AG ORD SHSstock$50,881
+6.4%
7250.0%0.01%
-11.1%
AWR  AMER STATES WTR CO COMstock$44,313
-4.9%
5860.0%0.01%
-12.5%
JXI  ISHARES GLOBAL UTILITIES ETFetf$48,421
+0.8%
8000.0%0.01%
-22.2%
 SHELL PLC SPON ADSadr$48,620
+11.6%
1,2400.0%0.01%
-12.5%
ROK  ROCKWELL AUTOMATION INC COMstock$45,125
+5.8%
1700.0%0.01%
-12.5%
VIACA  PARAMOUNT GLOBAL CLASS A COMstock$42,830
+24.7%
9080.0%0.01%
+16.7%
BP  BP PLC SPONSORED ADRadr$44,707
+18.7%
1,8360.0%0.01%0.0%
GPI  GROUP 1 AUTOMOTIVE INC COMstock$45,759
+20.3%
2900.0%0.01%0.0%
ACWI  ISHARES MSCI ACWI ETFetf$43,959
+4.9%
4620.0%0.01%
-12.5%
SFST  SOUTHERN FIRST BANCSHARES COMstock$46,880
+32.6%
1,0000.0%0.01%
+16.7%
MBB  ISHARES MBS ETFetf$47,705
-1.6%
4400.0%0.01%
-22.2%
MDY  SPDR S&P MIDCAP 400 ETF TRUSTetf$47,605
+13.4%
1000.0%0.01%
-12.5%
HLT  HILTON WORLDWIDE HLDGS INC COMstock$37,727
+8.7%
3120.0%0.01%0.0%
 CANADIAN PACIFIC KANSAS CITY COMstock$37,929
+9.4%
1000.0%0.01%0.0%
VTIP  VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf$38,655
+0.9%
7500.0%0.01%
-14.3%
IDXX  IDEXX LABS INC COMstock$41,591
-2.1%
850.0%0.01%
-25.0%
TTD  THE TRADE DESK INC COM CL Astock$38,448
-18.6%
590.0%0.01%
-33.3%
RHI  ROBERT HALF INC. COMstock$39,035
+25.0%
5000.0%0.01%0.0%
SPG  SIMON PPTY GROUP INC NEW COMreit$36,975
+33.4%
3250.0%0.01%
+20.0%
JKHY  HENRY JACK & ASSOC INC COMstock$40,206
-6.3%
2650.0%0.01%
-25.0%
PEAK  HEALTHPEAK PROPERTIES INC COMreit$41,262
+5.0%
1,3000.0%0.01%
-14.3%
PBW  INVESCO WILDERHILL CLEAN ENERGY ETFetf$39,356
-4.8%
4000.0%0.01%
-14.3%
IWM  ISHARES RUSSELL 2000 ETFetf$39,548
+12.7%
1790.0%0.01%0.0%
GQRE  FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf$36,394
+5.4%
6000.0%0.01%0.0%
SPIB  SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf$40,636
-2.5%
1,1210.0%0.01%
-14.3%
HMC  HONDA MOTOR LTD ADR ECH CNV IN 3adr$30,200
+6.9%
1,0000.0%0.01%0.0%
SPEM  SPDR PORTFOLIO EMERGING MARKETS ETFetf$35,024
+3.8%
8000.0%0.01%
-16.7%
IAU  ISHARES GOLD TRUSTetf$31,528
-10.3%
1,9390.0%0.01%
-16.7%
MFC  MANULIFE FINL CORP COMstock$30,896
+20.7%
1,4370.0%0.01%0.0%
GILD  GILEAD SCIENCES INC COMstock$34,642
+10.9%
5360.0%0.01%
-16.7%
UTHR  UNITED THERAPEUTICS CORP DEL COMstock$30,109
+10.2%
1800.0%0.01%0.0%
MUA  BLACKROCK MUNIASSETS FD INC COMcef$30,480
+3.8%
2,0000.0%0.01%0.0%
BIIB  BIOGEN INC COMstock$30,773
+14.2%
1100.0%0.01%0.0%
MDYG  SPDR S&P 400 MID CAP GROWTH ETFetf$31,997
+8.3%
4260.0%0.01%0.0%
PETS  PETMED EXPRESS INC COMstock$35,175
+9.7%
1,0000.0%0.01%
-16.7%
SBCF  SEACOAST BKG CORP FLA COM NEWstock$34,428
+23.1%
9500.0%0.01%0.0%
MSM  MSC INDL DIRECT INC CL Astock$24,802
+6.9%
2750.0%0.00%0.0%
VPL  VANGUARD FTSE PACIFIC ETFetf$24,498
+2.6%
3000.0%0.00%0.0%
MGA  MAGNA INTL INC COMstock$26,412
+24.4%
3000.0%0.00%0.0%
IWV  ISHARES RUSSELL 3000 ETFetf$28,468
+6.1%
1200.0%0.00%
-20.0%
VYMI  VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf$26,180
+7.7%
4000.0%0.00%0.0%
VXUS  VANGUARD TOTAL INTERNATIONAL STOCK ETFetf$29,532
+4.2%
4710.0%0.00%
-20.0%
HASI  HANNON ARMSTRONG SUST INFR CAP COMreit$28,050
-11.6%
5000.0%0.00%
-33.3%
BBH  VANECK BIOTECH ETFetf$27,193
+3.4%
1550.0%0.00%
-20.0%
IVW  ISHARES S&P 500 GROWTH ETFetf$23,179
+2.0%
3560.0%0.00%0.0%
AIG  AMERICAN INTL GROUP INC COM NEWstock$26,016
+22.1%
5630.0%0.00%0.0%
RWJ  INVESCO S&P SMALLCAP 600 REVENUE ETFetf$29,508
+40.5%
2590.0%0.00%0.0%
ELD  WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf$23,439
-8.0%
7320.0%0.00%
-20.0%
DXC  DXC TECHNOLOGY CO COMstock$23,132
+21.4%
7400.0%0.00%
+33.3%
ALNY  ALNYLAM PHARMACEUTICALS INC COMstock$28,238
+8.6%
2000.0%0.00%
-20.0%
IWX  ISHARES RUSSELL TOP 200 VALUE ETFetf$25,477
+10.0%
4000.0%0.00%0.0%
ROST  ROSS STORES INC COMstock$28,179
-2.4%
2350.0%0.00%
-20.0%
RY  ROYAL BK CDA COMstock$23,237
+12.4%
2520.0%0.00%0.0%
OPY  OPPENHEIMER HLDGS INC CL A NON VTGstock$26,033
+27.4%
6500.0%0.00%0.0%
 FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit$27,392
+19.2%
2700.0%0.00%0.0%
FNX  FIRST TRUST MID CAP CORE ALPHADEX FUNDetf$25,613
+13.0%
2730.0%0.00%0.0%
RPAY  REPAY HLDGS CORP COM CL Astock$23,480
-13.8%
1,0000.0%0.00%
-20.0%
EMB  ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf$29,398
-6.1%
2700.0%0.00%
-33.3%
PFF  ISHARES PREFERRED & INCOME SECURITIES ETFetf$24,960
-0.3%
6500.0%0.00%
-20.0%
PEG  PUBLIC SVC ENTERPRISE GRP INC COMstock$24,084
+3.3%
4000.0%0.00%0.0%
USIG  ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf$26,450
-4.7%
4480.0%0.00%
-20.0%
MUB  ISHARES NATIONAL MUNI BOND ETFetf$27,504
-1.0%
2370.0%0.00%
-20.0%
KRE  SPDR S&P REGIONAL BANKING ETFetf$26,536
+27.7%
4000.0%0.00%0.0%
VONV  VANGUARD RUSSELL 1000 VALUE ETFetf$24,193
+10.9%
1820.0%0.00%0.0%
GXC  SPDR S&P CHINA ETFetf$19,644
+0.6%
1500.0%0.00%
-25.0%
ES  EVERSOURCE ENERGY COMstock$21,301
+0.1%
2460.0%0.00%
-25.0%
UNFI  UNITED NAT FOODS INC COMstock$18,117
+106.2%
5500.0%0.00%
+50.0%
FV  FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf$18,079
+10.3%
4050.0%0.00%0.0%
AJRD  AEROJET ROCKETDYNE HLDGS INC COMstock$18,784
-11.1%
4000.0%0.00%
-25.0%
WELL  WELLTOWER INC COMreit$21,489
+10.8%
3000.0%0.00%0.0%
HST  HOST HOTELS & RESORTS INC COMreit$16,850
+15.2%
1,0000.0%0.00%0.0%
VFC  V F CORP COMstock$22,378
-6.4%
2800.0%0.00%
-25.0%
PDP  INVESCO DORSEY WRIGHT MOMENTUM ETFetf$21,708
-3.0%
2550.0%0.00%
-25.0%
LUV  SOUTHWEST AIRLS CO COMstock$17,707
+31.0%
2900.0%0.00%
+50.0%
PAA  PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock$19,938
+10.4%
2,1910.0%0.00%0.0%
AEE  AMEREN CORP COMstock$17,435
+4.2%
2140.0%0.00%0.0%
PFG  PRINCIPAL FINANCIAL GROUP INC COMstock$21,825
+20.9%
3640.0%0.00%0.0%
COLD  AMERICOLD REALTY TRUST INC COMreit$21,170
+3.1%
5500.0%0.00%
-25.0%
MIN  MFS INTER INCOME TR SH BEN INTcef$18,600
-2.4%
5,0000.0%0.00%0.0%
VOE  VANGUARD MID-CAP VALUE ETFetf$20,231
+13.4%
1500.0%0.00%0.0%
VV  VANGUARD LARGE-CAP ETFetf$18,530
+5.4%
1000.0%0.00%0.0%
CHD  CHURCH & DWIGHT CO INC COMstock$16,597
+0.1%
1900.0%0.00%0.0%
ICF  ISHARES COHEN & STEERS REIT ETFetf$21,390
+7.3%
3700.0%0.00%
-25.0%
OEF  ISHARES S&P 100 ETFetf$11,509
+4.8%
640.0%0.00%0.0%
IWO  ISHARES RUSSELL 2000 GROWTH ETFetf$12,030
+4.9%
400.0%0.00%0.0%
IUSV  ISHARES CORE S&P US VALUE ETFetf$12,402
+10.8%
1800.0%0.00%0.0%
IDU  ISHARES U.S. UTILITIES ETFetf$15,912
+2.5%
2000.0%0.00%
-33.3%
IYM  ISHARES U.S. BASIC MATERIALS ETFetf$13,185
+10.7%
1050.0%0.00%0.0%
KLAC  KLA CORP COM NEWstock$11,894
+27.6%
360.0%0.00%0.0%
NSIT  INSIGHT ENTERPRISES INC COMstock$14,313
+25.4%
1500.0%0.00%0.0%
IR  INGERSOLL RAND INC COMstock$12,991
+8.0%
2640.0%0.00%0.0%
HWM  HOWMET AEROSPACE INC COMstock$10,699
+12.6%
3330.0%0.00%0.0%
MFM  MFS MUN INCOME TR SH BEN INTcef$13,299
+2.1%
1,9500.0%0.00%0.0%
MTEM  MOLECULAR TEMPLATES INC COM NEWstock$10,273
+34.4%
8140.0%0.00%
+100.0%
PKG  PACKAGING CORP AMER COMstock$11,700
-2.5%
870.0%0.00%0.0%
PLMR  PALOMAR HLDGS INC COMstock$10,257
-24.5%
1530.0%0.00%0.0%
FLAX  FRANKLIN FTSE ASIA EX JAPAN ETFetf$11,326
+4.4%
3930.0%0.00%0.0%
FBHS  FORTUNE BRANDS INNOVATIONS INC COMstock$11,978
+11.8%
1250.0%0.00%0.0%
FTV  FORTIVE CORP COMstock$13,280
-0.3%
1880.0%0.00%0.0%
FLO  FLOWERS FOODS INC COMstock$10,282
+5.2%
4320.0%0.00%0.0%
 PROSHARES ULTRASHORT S&P500etf$12,137
-13.2%
1,1290.0%0.00%
-33.3%
PMO  PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef$13,400
-2.1%
1,0000.0%0.00%0.0%
QTS  QTS RLTY TR INC COM CL Areit$15,510
+0.3%
2500.0%0.00%
-33.3%
QTWO  Q2 HLDGS INC COMstock$13,627
-20.8%
1360.0%0.00%
-33.3%
FHN  FIRST HORIZON CORPORATION COMstock$12,074
+32.5%
7140.0%0.00%0.0%
SDY  SPDR S&P DIVIDEND ETFetf$11,803
+11.4%
1000.0%0.00%0.0%
SAP  SAP SE SPON ADRadr$12,279
-5.8%
1000.0%0.00%0.0%
EXP  EAGLE MATLS INC COMstock$10,081
+32.6%
750.0%0.00%
+100.0%
SCI  SERVICE CORP INTL COMstock$15,315
+4.0%
3000.0%0.00%
-33.3%
DAL  DELTA AIR LINES INC DEL COM NEWstock$10,380
+20.1%
2150.0%0.00%0.0%
SR  SPIRE INC COMstock$14,778
+15.4%
2000.0%0.00%0.0%
BLD  TOPBUILD CORP COMstock$11,519
+13.8%
550.0%0.00%0.0%
BIPC  BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock$12,677
+5.6%
1660.0%0.00%0.0%
VOOG  VANGUARD S&P 500 GROWTH ETFetf$12,923
+2.1%
550.0%0.00%0.0%
IVOV  VANGUARD S&P MID-CAP 400 VALUE ETFetf$10,782
+18.7%
690.0%0.00%0.0%
MYF  BLACKROCK MUNIYIELD INVT FD COMcef$12,546
-0.3%
9000.0%0.00%0.0%
MQT  BLACKROCK MUNIYIELD QUALITY FD COMcef$13,880
-0.7%
1,0000.0%0.00%
-33.3%
VGK  VANGUARD FTSE EUROPE ETFetf$13,608
+4.6%
2160.0%0.00%0.0%
MVT  BLACKROCK MUNIVEST FD II INC COMcef$11,070
+0.7%
7400.0%0.00%0.0%
ADSK  AUTODESK INC COMstock$13,858
-9.2%
500.0%0.00%
-33.3%
AFT  APOLLO SR FLOATING RATE FD INC COMcef$14,860
+3.2%
1,0000.0%0.00%
-33.3%
CB  CHUBB LIMITED COMstock$14,217
+2.6%
900.0%0.00%0.0%
RCL  ROYAL CARIBBEAN GROUP COMstock$10,273
+14.6%
1200.0%0.00%0.0%
DFS  DISCOVER FINL SVCS COMstock$4,750
+4.9%
500.0%0.00%0.0%
CIT  CIT GROUP INC COM NEWstock$8,963
+43.5%
1740.0%0.00%0.0%
PPH  VANECK PHARMACEUTICAL ETFetf$4,003
+3.8%
580.0%0.00%0.0%
HP  HELMERICH & PAYNE INC COMstock$8,978
+16.4%
3330.0%0.00%0.0%
CAG  CONAGRA BRANDS INC COMstock$5,640
+3.7%
1500.0%0.00%0.0%
MJ  ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf$3,664
+59.6%
1600.0%0.00%–
QDF  FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf$4,584
+7.8%
860.0%0.00%0.0%
PMX  PIMCO MUN INCOME FD III COMcef$9,556
+3.7%
7750.0%0.00%
-50.0%
BSX  BOSTON SCIENTIFIC CORP COMstock$9,663
+7.5%
2500.0%0.00%
-50.0%
TJX  TJX COS INC NEW COMstock$6,417
-3.1%
970.0%0.00%0.0%
PBCT  PEOPLES UNITED FINANCIAL INC COMstock$6,713
+38.4%
3750.0%0.00%0.0%
O  REALTY INCOME CORP COMreit$4,890
+2.2%
770.0%0.00%0.0%
FIF  FIRST TR ENERGY INFRASTRCTR FD COMcef$3,962
+18.1%
3200.0%0.00%0.0%
TRP  TC ENERGY CORP COMstock$4,758
+12.3%
1040.0%0.00%0.0%
FSLY  FASTLY INC CL Astock$3,364
-23.0%
500.0%0.00%0.0%
PAG  PENSKE AUTOMOTIVE GRP INC COMstock$4,012
+35.1%
500.0%0.00%0.0%
MTB  M & T BK CORP COMstock$7,581
+19.1%
500.0%0.00%0.0%
FPF  FIRST TR INTER DURATN PFD & IN COMcef$8,981
-0.4%
3750.0%0.00%
-50.0%
HII  HUNTINGTON INGALLS INDS INC COMstock$8,440
+20.7%
410.0%0.00%0.0%
EQH  EQUITABLE HLDGS INC COMstock$9,786
+27.5%
3000.0%0.00%0.0%
CNK  CINEMARK HLDGS INC COMstock$6,123
+17.2%
3000.0%0.00%0.0%
NI  NISOURCE INC COMstock$8,439
+5.1%
3500.0%0.00%0.0%
 LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock$3,529
+1.4%
800.0%0.00%0.0%
BKR  BAKER HUGHES COMPANY CL Astock$4,322
+3.6%
2000.0%0.00%0.0%
DDOG  DATADOG INC CL A COMstock$4,500
-15.3%
540.0%0.00%0.0%
 SPX TECHNOLOGIES INC COMstock$4,662
+6.9%
800.0%0.00%0.0%
BOTZ  GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf$8,086
+0.0%
2440.0%0.00%0.0%
LEN  LENNAR CORP CL Astock$5,568
+32.8%
550.0%0.00%0.0%
LEG  LEGGETT & PLATT INC COMstock$9,130
+3.0%
2000.0%0.00%
-50.0%
TTE  TOTALENERGIES SE SPONSORED ADSadr$6,981
+11.0%
1500.0%0.00%0.0%
VVI  VIAD CORP COMstock$5,261
+15.4%
1260.0%0.00%0.0%
ADRE  INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf$5,629
-0.0%
1000.0%0.00%0.0%
CHGG  CHEGG INC COMstock$4,283
-5.2%
500.0%0.00%0.0%
GTLS  CHART INDS INC COMstock$4,698
+20.9%
330.0%0.00%0.0%
IIM  INVESCO VALUE MUN INCOME TR COMcef$6,613
+0.1%
4220.0%0.00%0.0%
EQR  EQUITY RESIDENTIAL SH BEN INTreit$7,163
+20.8%
1000.0%0.00%0.0%
KDP  KEURIG DR PEPPER INC COMstock$3,506
+7.4%
1020.0%0.00%0.0%
 APOLLO GLOBAL MGMT INC COMstock$9,402
-4.0%
2000.0%0.00%
-50.0%
KYN  KAYNE ANDERSON ENERGY INFRSTR COMcef$6,453
+24.7%
9000.0%0.00%0.0%
JD  JD.COM INC SPON ADR CL Aadr$3,373
-4.1%
400.0%0.00%0.0%
PGX  INVESCO PREFERRED ETFetf$3,750
-1.7%
2500.0%0.00%0.0%
SPR  SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock$4,135
+24.4%
850.0%0.00%0.0%
REM  ISHARES MORTGAGE REAL ESTATE ETFetf$8,815
+10.7%
2500.0%0.00%0.0%
CCL  CARNIVAL CORP PAIRED CTFstock$9,289
+22.5%
3500.0%0.00%0.0%
DISCK  DISCOVERY INC COM SER Cstock$3,873
+40.8%
1050.0%0.00%–
NEM  NEWMONT CORP COMstock$3,978
+0.6%
660.0%0.00%0.0%
NJR  NEW JERSEY RES CORP COMstock$7,974
+12.2%
2000.0%0.00%0.0%
 CANOPY GROWTH CORP COM NEWstock$5,125
+30.0%
1600.0%0.00%0.0%
DTE  DTE ENERGY CO COMstock$4,527
+9.7%
340.0%0.00%0.0%
WDAY  WORKDAY INC CL Astock$3,726
+3.7%
150.0%0.00%0.0%
IGLB  ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$5,400
-8.7%
810.0%0.00%0.0%
SCZ  ISHARES MSCI EAFE SMALL-CAP ETFetf$3,736
+5.1%
520.0%0.00%0.0%
NCR  NCR VOYIX CORPORATION COMstock$9,488
+1.0%
2500.0%0.00%
-50.0%
OTEX  OPEN TEXT CORP COMstock$5,964
+4.9%
1250.0%0.00%0.0%
CPT  CAMDEN PPTY TR SH BEN INTreit$4,946
+10.0%
450.0%0.00%0.0%
EWZ  ISHARES MSCI BRAZIL ETFetf$5,018
-9.8%
1500.0%0.00%0.0%
GPK  GRAPHIC PACKAGING HLDG CO COMstock$6,356
+7.2%
3500.0%0.00%0.0%
GDDY  GODADDY INC CL Astock$7,762
-6.4%
1000.0%0.00%0.0%
UHS  UNIVERSAL HLTH SVCS INC CL Bstock$6,136
-3.0%
460.0%0.00%0.0%
ARKK  ARK INNOVATION ETFetf$3,657
-2.1%
300.0%0.00%0.0%
FLR  FLUOR CORP NEW COMstock$9,236
+44.6%
4000.0%0.00%0.0%
IYH  ISHARES U.S. HEALTHCARE ETFetf$7,321
+2.7%
290.0%0.00%0.0%
IWR  ISHARES RUSSELL MIDCAP ETFetf$6,802
+7.8%
920.0%0.00%0.0%
CRSP  CRISPR THERAPEUTICS AG NAMEN AKTstock$4,874
-20.4%
400.0%0.00%0.0%
SU  SUNCOR ENERGY INC NEW COMstock$5,852
+24.6%
2800.0%0.00%0.0%
AMN  AMN HEALTHCARE SVCS INC COMstock$3,685
+8.0%
500.0%0.00%0.0%
IUSG  ISHARES CORE S&P U.S. GROWTH ETFetf$9,079
+2.4%
1000.0%0.00%
-50.0%
PMCB  PHARMACYTE BIOTECH INC COM NEWstock$684
+155.2%
40,0000.0%0.00%–
EGO  ELDORADO GOLD CORP NEW COMstock$1,619
-18.7%
1500.0%0.00%–
EDIT  EDITAS MEDICINE INC COMstock$2,100
-40.1%
500.0%0.00%
-100.0%
FNDA  SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf$2,026
+18.0%
400.0%0.00%–
SCHR  SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf$1,297
-3.1%
230.0%0.00%–
 ORGANIGRAM HLDGS INC COMstock$694
+160.9%
2000.0%0.00%–
SWAV  SHOCKWAVE MED INC COMstock$1,954
+25.6%
150.0%0.00%–
OXYWS  OCCIDENTAL PETE CORP WT EXP 080327stock$536
+75.2%
450.0%0.00%–
OXY  OCCIDENTAL PETE CORP COMstock$2,662
+53.8%
1000.0%0.00%–
DVN  DEVON ENERGY CORP NEW COMstock$2,185
+38.2%
1000.0%0.00%–
SONO  SONOS INC COMstock$749
+60.0%
200.0%0.00%–
DRI  DARDEN RESTAURANTS INC COMstock$1,704
+19.2%
120.0%0.00%–
FINX  GLOBAL X FINTECH ETFetf$2,207
-5.5%
500.0%0.00%–
SIL  GLOBAL X SILVER MINERS ETFetf$1,596
-12.5%
400.0%0.00%–
NUS  NU SKIN ENTERPRISES INC CL Astock$2,645
-3.2%
500.0%0.00%–
GOEX  GLOBAL X GOLD EXPLORERS ETFetf$1,460
-16.8%
500.0%0.00%–
SLI  STANDARD LITHIUM LTD COMstock$1,894
+39.9%
6060.0%0.00%–
STOK  STOKE THERAPEUTICS INC COMstock$2,563
-37.3%
660.0%0.00%
-100.0%
CRON  CRONOS GROUP INC COMstock$747
+36.3%
790.0%0.00%–
NLOK  GEN DIGITAL INC COMstock$2,126
+2.3%
1000.0%0.00%–
CDE  COEUR MNG INC COM NEWstock$2,438
-12.8%
2700.0%0.00%
-100.0%
GIGB  GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf$160
-5.3%
30.0%0.00%–
GSLC  GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf$633
+4.5%
80.0%0.00%–
GBIL  GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf$1000.0%10.0%0.00%–
CIEN  CIENA CORP COM NEWstock$2,736
+3.5%
500.0%0.00%–
GSSC  GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETFetf$125
+15.7%
20.0%0.00%–
 THOMSON REUTERS CORP. COMstock$1,138
+6.9%
130.0%0.00%–
THO  THOR INDS INC COMstock$2,964
+44.9%
220.0%0.00%–
GER  GOLDMAN SACHS MLP ENERGY RENAI COMcef$1,607
+27.0%
1660.0%0.00%–
CHX  CHAMPIONX CORPORATION COMstock$1,347
+41.9%
620.0%0.00%–
NGD  NEW GOLD INC CDA COMstock$2,310
-29.7%
1,5000.0%0.00%
-100.0%
NRG  NRG ENERGY INC COM NEWstock$1,434
+0.5%
380.0%0.00%–
CCJ  CAMECO CORP COMstock$2,159
+23.9%
1300.0%0.00%–
U  UNITY SOFTWARE INC COMstock$2,508
-34.6%
250.0%0.00%
-100.0%
TAP  MOLSON COORS BEVERAGE CO CL Bstock$1,535
+13.2%
300.0%0.00%–
NERV  MINERVA NEUROSCIENCES INC COM NEWstock$292
+24.8%
1000.0%0.00%–
BTG  B2GOLD CORP COMstock$2,069
-23.0%
4800.0%0.00%–
GDXJ  VANECK JUNIOR GOLD MINERS ETFetf$1,800
-17.1%
400.0%0.00%–
MAT  MATTEL INC COMstock$1,096
+14.2%
550.0%0.00%–
VWOB  VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf$78
-4.9%
10.0%0.00%–
MRVL  MARVELL TECHNOLOGY INC COMstock$1,959
+3.0%
400.0%0.00%–
MSGN  MSG NETWORK INC CL Astock$1,263
+2.0%
840.0%0.00%–
BKH  BLACK HILLS CORP COMstock$2,404
+8.7%
360.0%0.00%–
LTHM  LIVENT CORP COMstock$2,892
-8.1%
1670.0%0.00%
-100.0%
WRB  BERKLEY W R CORP COMstock$2,713
+13.5%
360.0%0.00%–
MNA  IQ MERGER ARBITRAGE ETFetf$66
-1.5%
20.0%0.00%–
VCLT  VANGUARD LONG-TERM CORPORATE BOND ETFetf$101
-9.0%
10.0%0.00%–
VEC  V2X INC COMstock$588
+7.5%
110.0%0.00%–
 LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock$1,763
+2.0%
400.0%0.00%–
BBVA  BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr$1,101
+5.7%
2110.0%0.00%–
 LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock$866
+1.6%
200.0%0.00%–
LBRDK  LIBERTY BROADBAND CORP COM SER Cstock$3,003
-5.2%
200.0%0.00%
-100.0%
AVNS  AVANOS MED INC COMstock$2,143
-4.7%
490.0%0.00%–
LBRDA  LIBERTY BROADBAND CORP COM SER Astock$1,452
-7.9%
100.0%0.00%–
ACB  AURORA CANNABIS INC COMstock$475
+12.0%
510.0%0.00%–
NTLA  INTELLIA THERAPEUTICS INC COMstock$3,210
+47.5%
400.0%0.00%–
IPI  INTREPID POTASH INC COMstock$651
+34.8%
200.0%0.00%–
VNT  VONTIER CORPORATION COMstock$2,270
-9.4%
750.0%0.00%–
IBDQ  ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf$2,146
-2.0%
800.0%0.00%–
GOVT  ISHARES U.S. TREASURY BOND ETFetf$1,074
-3.8%
410.0%0.00%–
AIMC  ALTRA INDL MOTION CORP COMstock$1,438
-0.2%
260.0%0.00%–
 ALKALINE WTR CO INC COMstock$927
+7.9%
8500.0%0.00%–
AMG  AFFILIATED MANAGERS GROUP INC COMstock$2,384
+46.5%
160.0%0.00%–
GLOG  GASLOG LTD SHSstock$635
+55.3%
1100.0%0.00%–
IGIC  INTL GNRL INSURANCE HLDNGS LTD SHSstock$490
+1.0%
600.0%0.00%–
 AEGON LTD AMER REG 1 CERTadr$870
+19.7%
1840.0%0.00%–
STNE  STONECO LTD COM CL Astock$2,816
-27.0%
460.0%0.00%
-100.0%
TUR  ISHARES MSCI TURKEY ETFetf$2,299
-13.2%
1000.0%0.00%–
IXP  ISHARES GLOBAL COMM SERVICES ETFetf$2,813
+8.3%
350.0%0.00%–
FR  FIRST INDL RLTY TR INC COMreit$1,298
+9.4%
280.0%0.00%–
TDIV  FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf$2,807
+9.1%
520.0%0.00%–
KBE  SPDR S&P BANK ETFetf$2,594
+24.1%
500.0%0.00%–
TFI  SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFetf$103
-1.9%
20.0%0.00%–
SGMO  SANGAMO THERAPEUTICS INC COMstock$627
-19.6%
500.0%0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2024-01-02
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD SHORT-TERM CORPORATE BOND ETF32Q4 20234.7%
VISA INC COM CL A32Q4 20233.9%
MICROSOFT CORP COM32Q4 20234.2%
APPLE INC COM32Q4 20232.7%
JOHNSON & JOHNSON COM32Q4 20231.9%
EXXON MOBIL CORP COM32Q4 20233.1%
DISNEY WALT CO COM32Q4 20232.1%
ABBVIE INC COM32Q4 20231.8%
ALPHABET INC CAP STK CL C32Q4 20231.9%
UNION PAC CORP COM32Q4 20231.4%

View Anchor Investment Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-15
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03

View Anchor Investment Management, LLC's complete filings history.

All filings

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