$719 Million is the total value of Anchor Investment Management, LLC's 932 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL Astock | $6,659,357 | +1.3% | 7,898 | 0.0% | 0.93% | +1.9% | |
| NEE | NEXTERA ENERGY INC COMstock | $2,290,780 | +7.2% | 29,174 | 0.0% | 0.32% | +7.8% | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,559,261 | -0.0% | 18,099 | 0.0% | 0.22% | +0.5% | |
| AFL | AFLAC INC COMstock | $1,197,530 | -2.9% | 22,972 | 0.0% | 0.17% | -2.3% | |
| MCO | MOODYS CORP COMstock | $1,178,965 | -2.0% | 3,320 | 0.0% | 0.16% | -1.2% | |
| ECL | ECOLAB INC COMstock | $936,704 | +1.3% | 4,490 | 0.0% | 0.13% | +1.6% | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $793,525 | -0.0% | 7,785 | 0.0% | 0.11% | 0.0% | |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $748,960 | -2.1% | 2,847 | 0.0% | 0.10% | -1.9% | |
| NVO | NOVO-NORDISK A S ADRadr | $747,630 | +14.6% | 7,787 | 0.0% | 0.10% | +15.6% | |
| ATO | ATMOS ENERGY CORP COMstock | $713,626 | -8.2% | 8,091 | 0.0% | 0.10% | -8.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $702,867 | -10.3% | 32,480 | 0.0% | 0.10% | -9.3% | |
| TIP | ISHARES TIPS BOND ETFetf | $663,860 | -0.3% | 5,199 | 0.0% | 0.09% | 0.0% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $652,763 | +0.9% | 2,382 | 0.0% | 0.09% | +2.2% | |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $608,796 | -0.7% | 10,800 | 0.0% | 0.08% | 0.0% | |
| DLA | DELTA APPAREL INC COMstock | $590,579 | -7.5% | 21,625 | 0.0% | 0.08% | -6.8% | |
| FCCO | FIRST CMNTY CORP S C COMstock | $546,530 | -1.2% | 27,395 | 0.0% | 0.08% | -1.3% | |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $479,783 | -1.6% | 13,250 | 0.0% | 0.07% | 0.0% | |
| VBK | VANGUARD SMALL-CAP GROWTH ETFetf | $463,385 | -3.3% | 1,654 | 0.0% | 0.06% | -3.0% | |
| CTAS | CINTAS CORP COMstock | $437,759 | -0.4% | 1,150 | 0.0% | 0.06% | 0.0% | |
| LIBERTY GLOBAL LTD COM CL Astock | $415,412 | +9.7% | 13,940 | 0.0% | 0.06% | +11.5% | ||
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $412,227 | -9.9% | 43,030 | 0.0% | 0.06% | -9.5% | |
| CS | CREDIT SUISSE GROUP SPONSORED ADRadr | $386,512 | -6.0% | 39,200 | 0.0% | 0.05% | -5.3% | |
| VAW | VANGUARD MATERIALS ETFetf | $376,775 | -4.2% | 2,175 | 0.0% | 0.05% | -3.7% | |
| IWL | ISHARES RUSSELL TOP 200 ETFetf | $362,598 | +0.2% | 3,519 | 0.0% | 0.05% | 0.0% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $354,662 | -0.8% | 2,309 | 0.0% | 0.05% | 0.0% | |
| VOT | VANGUARD MID-CAP GROWTH ETFetf | $353,977 | -0.0% | 1,498 | 0.0% | 0.05% | 0.0% | |
| CBRE | CBRE GROUP INC CL Astock | $322,748 | +13.6% | 3,315 | 0.0% | 0.04% | +15.4% | |
| SONY | SONY GROUP CORP SPONSORED ADRadr | $317,918 | +13.7% | 2,875 | 0.0% | 0.04% | +12.8% | |
| SHV | ISHARES SHORT TREASURY BOND ETFetf | $286,670 | -0.0% | 2,595 | 0.0% | 0.04% | 0.0% | |
| MDU | MDU RES GROUP INC COMstock | $290,766 | -5.3% | 9,800 | 0.0% | 0.04% | -4.8% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $274,956 | +3.2% | 1,650 | 0.0% | 0.04% | +2.7% | |
| DVY | ISHARES SELECT DIVIDEND ETFetf | $267,301 | -1.6% | 2,330 | 0.0% | 0.04% | -2.6% | |
| PSA | PUBLIC STORAGE COMreit | $267,390 | -1.2% | 900 | 0.0% | 0.04% | 0.0% | |
| KR | KROGER CO COMstock | $256,731 | +5.5% | 6,350 | 0.0% | 0.04% | +5.9% | |
| EVRG | EVERGY INC COMstock | $248,800 | +2.9% | 4,000 | 0.0% | 0.04% | +6.1% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $250,696 | -2.2% | 1,020 | 0.0% | 0.04% | 0.0% | |
| GLD | SPDR GOLD SHARESetf | $245,509 | -0.9% | 1,495 | 0.0% | 0.03% | 0.0% | |
| CLF | CLEVELAND-CLIFFS INC NEW COMstock | $237,720 | -8.1% | 12,000 | 0.0% | 0.03% | -8.3% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $229,535 | +1.5% | 1,510 | 0.0% | 0.03% | +3.2% | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $231,279 | -3.7% | 3,656 | 0.0% | 0.03% | -3.0% | |
| CERN | CERNER CORP COMstock | $223,901 | -9.8% | 3,175 | 0.0% | 0.03% | -8.8% | |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $221,443 | -23.7% | 1,513 | 0.0% | 0.03% | -22.5% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $222,804 | -6.2% | 2,700 | 0.0% | 0.03% | -6.1% | |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $213,000 | -3.0% | 5,000 | 0.0% | 0.03% | 0.0% | |
| SYY | SYSCO CORP COMstock | $204,100 | +1.0% | 2,600 | 0.0% | 0.03% | 0.0% | |
| BRO | BROWN & BROWN INC COMstock | $192,966 | +4.3% | 3,480 | 0.0% | 0.03% | +3.8% | |
| AMC ENTMT HLDGS INC CL A NEWstock | $190,300 | -32.9% | 5,000 | 0.0% | 0.03% | -33.3% | ||
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $189,975 | -9.0% | 1,298 | 0.0% | 0.03% | -10.3% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $187,969 | +1.0% | 3,350 | 0.0% | 0.03% | 0.0% | |
| BWA | BORGWARNER INC COMstock | $179,322 | -11.0% | 4,150 | 0.0% | 0.02% | -10.7% | |
| AAP | ADVANCE AUTO PARTS INC COMstock | $176,512 | +1.8% | 845 | 0.0% | 0.02% | +4.2% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $176,894 | -3.3% | 1,104 | 0.0% | 0.02% | 0.0% | |
| WEC | WEC ENERGY GROUP INC COMstock | $169,697 | -0.8% | 1,924 | 0.0% | 0.02% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC COMstock | $175,253 | -8.2% | 3,019 | 0.0% | 0.02% | -7.7% | |
| MOO | VANECK AGRIBUSINESS ETFetf | $163,685 | +0.2% | 1,794 | 0.0% | 0.02% | 0.0% | |
| ED | CONSOLIDATED EDISON INC COMstock | $159,698 | +1.2% | 2,200 | 0.0% | 0.02% | 0.0% | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $158,439 | -1.0% | 1,191 | 0.0% | 0.02% | 0.0% | |
| ETN | EATON CORP PLC SHSstock | $155,282 | +0.8% | 1,040 | 0.0% | 0.02% | +4.8% | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $160,557 | -0.1% | 2,639 | 0.0% | 0.02% | 0.0% | |
| COF | CAPITAL ONE FINL CORP COMstock | $148,850 | +4.7% | 919 | 0.0% | 0.02% | +5.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $147,791 | -1.5% | 1,305 | 0.0% | 0.02% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $153,615 | -2.3% | 10,780 | 0.0% | 0.02% | -4.5% | |
| FRST | PRIMIS FINANCIAL CORP COMstock | $144,600 | -5.2% | 10,000 | 0.0% | 0.02% | -4.8% | |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $138,327 | -0.1% | 1,882 | 0.0% | 0.02% | 0.0% | |
| FNB | F N B CORP COMstock | $139,440 | -5.8% | 12,000 | 0.0% | 0.02% | -5.0% | |
| IEFA | ISHARES CORE MSCI EAFE ETFetf | $133,130 | -0.8% | 1,793 | 0.0% | 0.02% | 0.0% | |
| VMC | VULCAN MATLS CO COMstock | $131,099 | -2.8% | 775 | 0.0% | 0.02% | -5.3% | |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $128,241 | -2.1% | 911 | 0.0% | 0.02% | 0.0% | |
| HPQ | HP INC COMstock | $131,000 | -9.4% | 4,788 | 0.0% | 0.02% | -10.0% | |
| PNR | PENTAIR PLC SHSstock | $128,482 | +7.6% | 1,769 | 0.0% | 0.02% | +5.9% | |
| NWSA | NEWS CORP NEW CL Astock | $130,168 | -8.7% | 5,532 | 0.0% | 0.02% | -10.0% | |
| MPC | MARATHON PETE CORP COMstock | $127,329 | +2.3% | 2,060 | 0.0% | 0.02% | +5.9% | |
| TNL | TRAVEL PLUS LEISURE CO COMstock | $125,419 | -8.3% | 2,300 | 0.0% | 0.02% | -10.5% | |
| ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $122,815 | -4.1% | 5,500 | 0.0% | 0.02% | -5.6% | |
| IVV | ISHARES CORE S&P 500 ETFetf | $116,321 | +0.2% | 270 | 0.0% | 0.02% | 0.0% | |
| XYL | XYLEM INC COMstock | $117,125 | +3.1% | 947 | 0.0% | 0.02% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $113,266 | -6.8% | 2,485 | 0.0% | 0.02% | -5.9% | |
| INFY | INFOSYS LTD SPONSORED ADRadr | $112,363 | +5.0% | 5,050 | 0.0% | 0.02% | +6.7% | |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $114,684 | +6.6% | 1,219 | 0.0% | 0.02% | +6.7% | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $117,419 | -7.8% | 1,901 | 0.0% | 0.02% | -11.1% | |
| CDNS | CADENCE DESIGN SYSTEM INC COMstock | $106,008 | +10.7% | 700 | 0.0% | 0.02% | +15.4% | |
| LINDE PLC SHSstock | $110,018 | +1.5% | 375 | 0.0% | 0.02% | 0.0% | ||
| VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $97,708 | -12.6% | 2,473 | 0.0% | 0.01% | -6.7% | |
| QUIDELORTHO CORP COMstock | $102,334 | +10.2% | 725 | 0.0% | 0.01% | +7.7% | ||
| ARCC | ARES CAPITAL CORP COMcef | $101,650 | +3.8% | 5,000 | 0.0% | 0.01% | 0.0% | |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $96,875 | +1.1% | 761 | 0.0% | 0.01% | 0.0% | |
| NDAQ | NASDAQ INC COMstock | $96,510 | +9.8% | 500 | 0.0% | 0.01% | +8.3% | |
| CG | CARLYLE GROUP INC COMstock | $94,560 | +1.7% | 2,000 | 0.0% | 0.01% | 0.0% | |
| DRAFTKINGS INC NEW COM CL Astock | $93,238 | -7.7% | 1,936 | 0.0% | 0.01% | -7.1% | ||
| CGW | INVESCO S&P GLOBAL WATER INDEX ETFetf | $96,882 | +4.1% | 1,735 | 0.0% | 0.01% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $96,892 | -3.3% | 5,981 | 0.0% | 0.01% | -7.1% | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $84,877 | -0.2% | 1,689 | 0.0% | 0.01% | 0.0% | |
| CDK | CDK GLOBAL INC COMstock | $83,270 | -14.4% | 1,957 | 0.0% | 0.01% | -7.7% | |
| AVY | AVERY DENNISON CORP COMstock | $88,064 | -1.4% | 425 | 0.0% | 0.01% | 0.0% | |
| FIVG | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $89,710 | -4.5% | 2,470 | 0.0% | 0.01% | -7.7% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $88,469 | +0.5% | 493 | 0.0% | 0.01% | 0.0% | |
| HSY | HERSHEY CO COMstock | $87,672 | -2.8% | 518 | 0.0% | 0.01% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $87,808 | -4.0% | 5,120 | 0.0% | 0.01% | -7.7% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $75,481 | -0.9% | 573 | 0.0% | 0.01% | 0.0% | |
| PDCO | PATTERSON COS INC COMstock | $75,350 | -0.8% | 2,500 | 0.0% | 0.01% | -9.1% | |
| CNC | CENTENE CORP DEL COMstock | $68,915 | -14.6% | 1,106 | 0.0% | 0.01% | -9.1% | |
| UBSI | UNITED BANKSHARES INC WEST VA COMstock | $72,760 | -0.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $72,948 | +7.1% | 314 | 0.0% | 0.01% | +11.1% | |
| RF | REGIONS FINANCIAL CORP NEW COMstock | $63,802 | +5.6% | 2,994 | 0.0% | 0.01% | +12.5% | |
| SRCL | STERICYCLE INC COMstock | $67,426 | -5.0% | 992 | 0.0% | 0.01% | -10.0% | |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $63,810 | +0.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $65,402 | +1.1% | 438 | 0.0% | 0.01% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC COMstock | $61,372 | -7.1% | 2,065 | 0.0% | 0.01% | 0.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $66,629 | -4.5% | 681 | 0.0% | 0.01% | -10.0% | |
| GPC | GENUINE PARTS CO COMstock | $66,677 | -4.1% | 550 | 0.0% | 0.01% | -10.0% | |
| VTR | VENTAS INC COMreit | $66,252 | -3.3% | 1,200 | 0.0% | 0.01% | 0.0% | |
| PPL | PPL CORP COMstock | $68,222 | -0.3% | 2,447 | 0.0% | 0.01% | 0.0% | |
| IWB | ISHARES RUSSELL 1000 ETFetf | $59,702 | -0.2% | 247 | 0.0% | 0.01% | 0.0% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $58,578 | +1.0% | 917 | 0.0% | 0.01% | 0.0% | |
| IEX | IDEX CORP COMstock | $55,256 | -6.0% | 267 | 0.0% | 0.01% | 0.0% | |
| EWT | ISHARES MSCI TAIWAN ETFetf | $57,979 | -3.0% | 935 | 0.0% | 0.01% | 0.0% | |
| GPI | GROUP 1 AUTOMOTIVE INC COMstock | $54,485 | +21.7% | 290 | 0.0% | 0.01% | +33.3% | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $56,467 | -0.2% | 1,360 | 0.0% | 0.01% | 0.0% | |
| SHELL PLC SPON ADSadr | $55,267 | +10.3% | 1,240 | 0.0% | 0.01% | +14.3% | ||
| MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $57,252 | -1.1% | 3,900 | 0.0% | 0.01% | 0.0% | |
| VLO | VALERO ENERGY CORP COMstock | $56,456 | -9.6% | 800 | 0.0% | 0.01% | -11.1% | |
| SNY | SANOFI SPONSORED ADRadr | $57,852 | -8.5% | 1,200 | 0.0% | 0.01% | -11.1% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $54,212 | -6.2% | 314 | 0.0% | 0.01% | 0.0% | |
| SFST | SOUTHERN FIRST BANCSHARES COMstock | $53,500 | +4.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLC SPONSORED ADRadr | $50,178 | +3.4% | 1,836 | 0.0% | 0.01% | 0.0% | |
| TKR | TIMKEN CO COMstock | $47,233 | -18.8% | 722 | 0.0% | 0.01% | -12.5% | |
| WMB | WILLIAMS COS INC COMstock | $47,989 | -2.3% | 1,850 | 0.0% | 0.01% | 0.0% | |
| WTM | WHITE MTNS INS GROUP LTD COMstock | $53,481 | -6.8% | 50 | 0.0% | 0.01% | -12.5% | |
| AWR | AMER STATES WTR CO COMstock | $50,115 | +7.5% | 586 | 0.0% | 0.01% | +16.7% | |
| JXI | ISHARES GLOBAL UTILITIES ETFetf | $47,085 | -1.0% | 800 | 0.0% | 0.01% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $51,266 | +2.5% | 334 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $48,088 | -2.1% | 100 | 0.0% | 0.01% | 0.0% | |
| CME | CME GROUP INC COMstock | $47,958 | -9.1% | 248 | 0.0% | 0.01% | 0.0% | |
| RHI | ROBERT HALF INC. COMstock | $50,165 | +12.8% | 500 | 0.0% | 0.01% | +16.7% | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $49,987 | +2.8% | 170 | 0.0% | 0.01% | 0.0% | |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $40,939 | -0.5% | 1,121 | 0.0% | 0.01% | 0.0% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $41,344 | -4.6% | 189 | 0.0% | 0.01% | 0.0% | |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $39,623 | -0.8% | 600 | 0.0% | 0.01% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC COMreit | $43,524 | +0.6% | 1,300 | 0.0% | 0.01% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $42,240 | -0.4% | 325 | 0.0% | 0.01% | 0.0% | |
| MAC | MACERICH CO COMreit | $42,945 | -8.4% | 2,570 | 0.0% | 0.01% | 0.0% | |
| ACWI | ISHARES MSCI ACWI ETFetf | $46,163 | -1.3% | 462 | 0.0% | 0.01% | 0.0% | |
| IJR | ISHARES CORE S&P SMALL CAP ETFetf | $40,073 | -3.4% | 367 | 0.0% | 0.01% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $41,218 | +9.5% | 312 | 0.0% | 0.01% | +20.0% | |
| CRMT | AMERICAS CAR-MART INC COMstock | $38,888 | -17.6% | 333 | 0.0% | 0.01% | -28.6% | |
| NTAP | NETAPP INC COMstock | $35,904 | +9.7% | 400 | 0.0% | 0.01% | 0.0% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $35,790 | +4.4% | 344 | 0.0% | 0.01% | 0.0% | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $34,024 | -6.5% | 800 | 0.0% | 0.01% | 0.0% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $37,762 | +11.4% | 200 | 0.0% | 0.01% | 0.0% | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $39,435 | +0.3% | 750 | 0.0% | 0.01% | 0.0% | |
| USB | US BANCORP DEL COM NEWstock | $35,664 | +4.3% | 600 | 0.0% | 0.01% | 0.0% | |
| ULTA | ULTA BEAUTY INC COMstock | $36,092 | +4.4% | 100 | 0.0% | 0.01% | 0.0% | |
| CANADIAN PACIFIC KANSAS CITY COMstock | $32,535 | -15.4% | 500 | 0.0% | 0.01% | 0.0% | ||
| GILD | GILEAD SCIENCES INC COMstock | $37,440 | +1.4% | 536 | 0.0% | 0.01% | 0.0% | |
| AMH | AMERICAN HOMES 4 RENT CL Areit | $38,120 | -1.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $38,200 | -13.2% | 908 | 0.0% | 0.01% | -16.7% | |
| SAN | BANCO SANTANDER S.A. ADRadr | $36,200 | -7.4% | 10,000 | 0.0% | 0.01% | 0.0% | |
| MFC | MANULIFE FINL CORP COMstock | $27,648 | -2.3% | 1,437 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC CL A COMstock | $28,613 | +6.4% | 254 | 0.0% | 0.00% | 0.0% | |
| KKR | KKR & CO INC COMstock | $30,440 | +2.8% | 500 | 0.0% | 0.00% | 0.0% | |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $26,260 | -1.2% | 400 | 0.0% | 0.00% | 0.0% | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $25,227 | -1.3% | 650 | 0.0% | 0.00% | 0.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $27,027 | -0.8% | 450 | 0.0% | 0.00% | 0.0% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $26,925 | -0.8% | 448 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $30,582 | -0.4% | 120 | 0.0% | 0.00% | 0.0% | |
| MUA | BLACKROCK MUNIASSETS FD INC COMcef | $30,380 | -9.9% | 2,000 | 0.0% | 0.00% | -20.0% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $26,312 | +1.6% | 356 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $25,371 | -21.7% | 450 | 0.0% | 0.00% | 0.0% | |
| TMHC | TAYLOR MORRISON HOME CORP COMstock | $25,780 | -2.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $31,857 | +0.7% | 270 | 0.0% | 0.00% | 0.0% | ||
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $30,280 | -3.0% | 259 | 0.0% | 0.00% | 0.0% | |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $30,896 | -17.1% | 400 | 0.0% | 0.00% | -20.0% | |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $32,227 | -2.4% | 426 | 0.0% | 0.00% | -20.0% | |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $30,670 | -4.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $27,100 | +3.4% | 400 | 0.0% | 0.00% | 0.0% | |
| HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $26,740 | -4.8% | 500 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC COMstock | $31,129 | -18.3% | 110 | 0.0% | 0.00% | -20.0% | |
| OPY | OPPENHEIMER HLDGS INC CL A NON VTGstock | $29,439 | -10.9% | 650 | 0.0% | 0.00% | -20.0% | |
| UNFI | UNITED NAT FOODS INC COMstock | $26,631 | +30.9% | 550 | 0.0% | 0.00% | +33.3% | |
| GAM | GENERAL AMERN INVS CO INC COMcef | $27,946 | -0.8% | 649 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL COMstock | $27,735 | -4.1% | 500 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC COMstock | $25,580 | -12.2% | 235 | 0.0% | 0.00% | 0.0% | |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $26,667 | -2.4% | 273 | 0.0% | 0.00% | 0.0% | |
| PETS | PETMED EXPRESS INC COMstock | $26,870 | -15.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $23,368 | +0.3% | 389 | 0.0% | 0.00% | 0.0% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS INC COM NEWstock | $24,504 | +19.9% | 300 | 0.0% | 0.00% | 0.0% | |
| AN | AUTONATION INC COMstock | $22,404 | +28.4% | 184 | 0.0% | 0.00% | +50.0% | |
| BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $24,840 | +0.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC COMcef | $23,729 | +2.0% | 2,226 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO COMstock | $24,871 | -13.7% | 740 | 0.0% | 0.00% | -25.0% | |
| ES | EVERSOURCE ENERGY COMstock | $20,113 | +1.9% | 246 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP COMstock | $24,170 | +9.1% | 500 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $18,541 | -3.4% | 405 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $22,129 | +13.1% | 270 | 0.0% | 0.00% | 0.0% | |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $22,813 | -0.2% | 255 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES RUSSELL MIDCAP ETFetf | $22,840 | -1.3% | 292 | 0.0% | 0.00% | 0.0% | |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $24,205 | +0.1% | 370 | 0.0% | 0.00% | 0.0% | |
| MBB | ISHARES MBS ETFetf | $21,628 | -0.1% | 200 | 0.0% | 0.00% | 0.0% | |
| LMACA | LIBERTY MEDIA ACQUISITION CORP COM SR Astock | $20,160 | -1.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $18,100 | -3.2% | 5,000 | 0.0% | 0.00% | 0.0% | |
| MSM | MSC INDL DIRECT INC CL Astock | $22,052 | -10.6% | 275 | 0.0% | 0.00% | 0.0% | |
| MGA | MAGNA INTL INC COMstock | $22,572 | -18.8% | 300 | 0.0% | 0.00% | -25.0% | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $20,288 | +8.5% | 137 | 0.0% | 0.00% | 0.0% | |
| MIRION TECHNOLOGIES INC COM CL Astock | $20,440 | -1.7% | 2,000 | 0.0% | 0.00% | 0.0% | ||
| RPAY | REPAY HLDGS CORP COM CL Astock | $23,030 | -4.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA COMstock | $25,069 | -1.8% | 252 | 0.0% | 0.00% | -25.0% | |
| SCI | SERVICE CORP INTL COMstock | $18,078 | +12.4% | 300 | 0.0% | 0.00% | +50.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $20,469 | -3.1% | 398 | 0.0% | 0.00% | 0.0% | |
| VPL | VANGUARD FTSE PACIFIC ETFetf | $24,312 | -1.5% | 300 | 0.0% | 0.00% | 0.0% | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $25,010 | -1.3% | 364 | 0.0% | 0.00% | -25.0% | |
| VOE | VANGUARD MID-CAP VALUE ETFetf | $20,942 | -0.6% | 150 | 0.0% | 0.00% | 0.0% | |
| VV | VANGUARD LARGE-CAP ETFetf | $20,092 | +0.1% | 100 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC COMreit | $24,720 | -0.8% | 300 | 0.0% | 0.00% | 0.0% | |
| AGCB | ALTIMETER GROWTH CORP 2 COM CL Astock | $19,780 | -3.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| BTWN | MONEYHERO LIMITED ORD SHSstock | $19,620 | -3.1% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TCVA | TCV ACQUISITION CORP CL A SHSstock | $19,600 | -1.1% | 2,000 | 0.0% | 0.00% | 0.0% | |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $13,079 | -4.4% | 105 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION COMstock | $11,631 | -5.7% | 714 | 0.0% | 0.00% | 0.0% | |
| PEJ | INVESCO LEISURE AND ENTERTAINMENT ETFetf | $12,988 | -3.7% | 258 | 0.0% | 0.00% | 0.0% | |
| PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $13,700 | -3.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| OIA | INVESCO MUNI INCOME OPP TRST COMcef | $11,925 | -4.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $11,613 | -1.4% | 300 | 0.0% | 0.00% | 0.0% | |
| EXP | EAGLE MATLS INC COMstock | $16,002 | -7.7% | 122 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $10,848 | +1.5% | 250 | 0.0% | 0.00% | +100.0% | |
| VGK | VANGUARD FTSE EUROPE ETFetf | $14,172 | -2.5% | 216 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC COMstock | $13,308 | +3.3% | 264 | 0.0% | 0.00% | 0.0% | |
| PETQ | PETIQ INC COM CL Astock | $12,485 | -35.3% | 500 | 0.0% | 0.00% | -33.3% | |
| PLUG | PLUG POWER INC COM NEWstock | $13,536 | -25.3% | 530 | 0.0% | 0.00% | -33.3% | |
| KLAC | KLA CORP COM NEWstock | $12,042 | +3.2% | 36 | 0.0% | 0.00% | 0.0% | |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $10,979 | -1.7% | 69 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD ENERGY ETFetf | $10,789 | -2.6% | 146 | 0.0% | 0.00% | 0.0% | |
| MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $14,390 | -0.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MYD | BLACKROCK MUNIYIELD FD INC COMcef | $14,850 | -1.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BLD | TOPBUILD CORP COMstock | $11,265 | +3.6% | 55 | 0.0% | 0.00% | 0.0% | |
| MVT | BLACKROCK MUNIVEST FD II INC COMcef | $11,255 | -3.2% | 740 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC COMreit | $16,330 | -4.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HXL | HEXCEL CORP NEW COMstock | $13,363 | -4.8% | 225 | 0.0% | 0.00% | 0.0% | |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COMcef | $12,114 | -2.4% | 740 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC COMstock | $12,236 | -15.3% | 200 | 0.0% | 0.00% | 0.0% | |
| GXC | SPDR S&P CHINA ETFetf | $16,568 | -16.8% | 150 | 0.0% | 0.00% | -33.3% | |
| OEF | ISHARES S&P 100 ETFetf | $12,636 | +0.6% | 64 | 0.0% | 0.00% | 0.0% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $15,788 | +0.6% | 200 | 0.0% | 0.00% | 0.0% | |
| VCYT | VERACYTE INC COMstock | $10,823 | +16.2% | 233 | 0.0% | 0.00% | +100.0% | |
| PKG | PACKAGING CORP AMER COMstock | $11,957 | +1.5% | 87 | 0.0% | 0.00% | 0.0% | |
| MFM | MFS MUN INCOME TR SH BEN INTcef | $13,631 | -2.1% | 1,950 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES CORE S&P US VALUE ETFetf | $12,758 | -1.5% | 180 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $11,744 | -5.8% | 40 | 0.0% | 0.00% | 0.0% | |
| RYN | RAYONIER INC COMreit | $17,483 | -0.7% | 490 | 0.0% | 0.00% | 0.0% | |
| FRPT | FRESHPET INC COMstock | $14,269 | -12.4% | 100 | 0.0% | 0.00% | 0.0% | |
| APOLLO GLOBAL MGMT INC COMstock | $12,318 | -1.0% | 200 | 0.0% | 0.00% | 0.0% | ||
| SDY | SPDR S&P DIVIDEND ETFetf | $11,755 | -3.9% | 100 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $11,178 | -10.2% | 125 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC COMstock | $14,797 | -13.5% | 330 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $13,267 | +1.2% | 188 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN ENTERTAINMENT INC COMstock | $14,492 | -5.3% | 200 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $13,997 | +15.3% | 255 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP COMstock | $17,358 | +1.2% | 214 | 0.0% | 0.00% | 0.0% | |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PARTstock | $15,218 | +50.8% | 1,400 | 0.0% | 0.00% | +100.0% | |
| CFFI | C & F FINL CORP COMstock | $14,233 | +4.1% | 268 | 0.0% | 0.00% | 0.0% | |
| NVT | NVENT ELECTRIC PLC SHSstock | $11,639 | +3.5% | 360 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL COMstock | $6,079 | +14.8% | 106 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC COM CL Astock | $9,730 | +9.5% | 58 | 0.0% | 0.00% | 0.0% | |
| IIM | INVESCO VALUE MUN INCOME TR COMcef | $6,883 | -1.1% | 422 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC COMstock | $8,481 | -1.1% | 350 | 0.0% | 0.00% | 0.0% | |
| ADRE | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $4,838 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKTstock | $4,477 | -30.9% | 40 | 0.0% | 0.00% | 0.0% | |
| LYV | LIVE NATION ENTERTAINMENT INC COMstock | $4,830 | +4.0% | 53 | 0.0% | 0.00% | 0.0% | |
| AMN | AMN HEALTHCARE SVCS INC COMstock | $5,738 | +18.3% | 50 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $7,915 | -8.4% | 41 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC COMstock | $10,390 | -9.5% | 333 | 0.0% | 0.00% | -50.0% | |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $10,674 | +4.3% | 120 | 0.0% | 0.00% | 0.0% | |
| PYR | PYROGENESIS CDA INC COMstock | $4,020 | -23.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TITN | TITAN MACHY INC COMstock | $5,286 | -16.3% | 204 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $7,190 | +5.9% | 150 | 0.0% | 0.00% | 0.0% | |
| GPK | GRAPHIC PACKAGING HLDG CO COMstock | $6,664 | +5.0% | 350 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP CL Astock | $9,822 | -16.0% | 130 | 0.0% | 0.00% | -50.0% | |
| SPX TECHNOLOGIES INC COMstock | $4,276 | -12.5% | 80 | 0.0% | 0.00% | 0.0% | ||
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $3,798 | +2.3% | 80 | 0.0% | 0.00% | 0.0% | ||
| GDDY | GODADDY INC CL Astock | $6,970 | -19.8% | 100 | 0.0% | 0.00% | 0.0% | |
| NJR | NEW JERSEY RES CORP COMstock | $6,962 | -12.0% | 200 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INC CL Cstock | $3,679 | -5.7% | 210 | 0.0% | 0.00% | 0.0% | |
| PMX | PIMCO MUN INCOME FD III COMcef | $9,703 | -4.2% | 775 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $6,752 | -3.9% | 50 | 0.0% | 0.00% | 0.0% | |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $4,412 | -1.6% | 200 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORP CL Astock | $5,152 | -5.7% | 55 | 0.0% | 0.00% | 0.0% | |
| FLAX | FRANKLIN FTSE ASIA EX JAPAN ETFetf | $10,499 | -9.2% | 393 | 0.0% | 0.00% | -50.0% | |
| UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $6,392 | -5.4% | 46 | 0.0% | 0.00% | 0.0% | |
| FLR | FLUOR CORP NEW COMstock | $6,388 | -9.8% | 400 | 0.0% | 0.00% | 0.0% | |
| EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $5,735 | +1.3% | 40 | 0.0% | 0.00% | 0.0% | |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $4,786 | -0.9% | 86 | 0.0% | 0.00% | 0.0% | |
| SCHN | SCHNITZER STEEL INDS INC CL Astock | $5,170 | -10.7% | 118 | 0.0% | 0.00% | 0.0% | |
| FIF | FIRST TR ENERGY INFRASTRCTR FD COMcef | $4,080 | -6.5% | 320 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC COMstock | $9,915 | +36.4% | 20 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $4,224 | -0.3% | 58 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $7,200 | -10.0% | 900 | 0.0% | 0.00% | 0.0% | |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $9,383 | -0.4% | 375 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR VOYIX CORPORATION COMstock | $9,690 | -15.0% | 250 | 0.0% | 0.00% | -50.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $8,092 | +5.1% | 100 | 0.0% | 0.00% | 0.0% | |
| MAA | MID-AMER APT CMNTYS INC COMreit | $4,545 | +11.2% | 24 | 0.0% | 0.00% | 0.0% | |
| JETS | U.S. GLOBAL JETS ETFetf | $8,271 | -2.3% | 350 | 0.0% | 0.00% | 0.0% | |
| DY | DYCOM INDS INC COMstock | $7,124 | -4.4% | 100 | 0.0% | 0.00% | 0.0% | |
| ITRI | ITRON INC COMstock | $3,782 | -24.3% | 50 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC COMstock | $6,718 | +7.8% | 4 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC COMreit | $6,356 | -4.0% | 44 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $3,798 | -13.8% | 34 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $3,869 | +0.3% | 52 | 0.0% | 0.00% | 0.0% | |
| CNK | CINEMARK HLDGS INC COMstock | $5,763 | -12.5% | 300 | 0.0% | 0.00% | 0.0% | |
| CIEN | CIENA CORP COM NEWstock | $10,270 | -9.7% | 200 | 0.0% | 0.00% | -50.0% | |
| ROL | ROLLINS INC COMstock | $10,599 | +3.3% | 300 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $8,002 | +1.1% | 29 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $3,756 | -6.4% | 85 | 0.0% | 0.00% | 0.0% | |
| PROSHARES ULTRASHORT S&P500etf | $10,003 | -2.0% | 1,129 | 0.0% | 0.00% | 0.0% | ||
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $10,241 | +1.4% | 100 | 0.0% | 0.00% | 0.0% | |
| VVI | VIAD CORP COMstock | $5,722 | -8.9% | 126 | 0.0% | 0.00% | 0.0% | |
| CPT | CAMDEN PPTY TR SH BEN INTreit | $6,636 | +11.2% | 45 | 0.0% | 0.00% | 0.0% | |
| CIT | CIT GROUP INC COM NEWstock | $9,039 | +0.7% | 174 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW COMstock | $5,807 | -13.5% | 280 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $9,940 | -20.6% | 166 | 0.0% | 0.00% | -50.0% | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $5,185 | -0.2% | 45 | 0.0% | 0.00% | 0.0% | |
| BLMN | BLOOMIN BRANDS INC COMstock | $5,375 | -7.9% | 215 | 0.0% | 0.00% | 0.0% | |
| WCN | WASTE CONNECTIONS INC COMstock | $5,163 | +5.4% | 41 | 0.0% | 0.00% | 0.0% | |
| SYNA | SYNAPTICS INC COMstock | $7,189 | +15.5% | 40 | 0.0% | 0.00% | 0.0% | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $4,427 | -2.3% | 50 | 0.0% | 0.00% | 0.0% | |
| BLW | BLACKROCK LTD DURATION INCOME COM SHScef | $8,545 | +0.4% | 500 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INC CL Astock | $3,748 | +4.7% | 15 | 0.0% | 0.00% | – | |
| PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $6,551 | +1.9% | 375 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW COMstock | $6,400 | -2.1% | 97 | 0.0% | 0.00% | 0.0% | |
| BIG | BIG LOTS INC COMstock | $4,336 | -34.3% | 100 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $4,820 | -20.7% | 150 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANY CL Astock | $4,946 | +8.1% | 200 | 0.0% | 0.00% | 0.0% | |
| TRP | TC ENERGY CORP COMstock | $5,001 | -2.9% | 104 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP COMstock | $7,467 | +2.8% | 50 | 0.0% | 0.00% | 0.0% | |
| PGX | INVESCO PREFERRED ETFetf | $3,758 | -1.9% | 250 | 0.0% | 0.00% | 0.0% | |
| PBJ | INVESCO FOOD & BEVERAGE ETFetf | $7,369 | +0.4% | 175 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $5,876 | -9.2% | 220 | 0.0% | 0.00% | 0.0% | |
| PVH | PVH CORPORATION COMstock | $1,747 | -4.5% | 17 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC COMstock | $460 | -19.6% | 200 | 0.0% | 0.00% | – | ||
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $391 | -14.8% | 33 | 0.0% | 0.00% | – | |
| KBE | SPDR S&P BANK ETFetf | $2,646 | +3.1% | 50 | 0.0% | 0.00% | – | |
| NUS | NU SKIN ENTERPRISES INC CL Astock | $2,024 | -28.6% | 50 | 0.0% | 0.00% | – | |
| NLOK | GEN DIGITAL INC COMstock | $2,530 | -7.1% | 100 | 0.0% | 0.00% | – | |
| NEM | NEWMONT CORP COMstock | $3,584 | -14.3% | 66 | 0.0% | 0.00% | -100.0% | |
| NGD | NEW GOLD INC CDA COMstock | $1,590 | -41.4% | 1,500 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC COM NEWstock | $1,552 | +1.4% | 38 | 0.0% | 0.00% | – | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,391 | -13.7% | 30 | 0.0% | 0.00% | – | |
| NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $174 | -25.0% | 100 | 0.0% | 0.00% | – | |
| MSTR | MICROSTRATEGY INC CL A NEWstock | $1,735 | -13.0% | 3 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC COMstock | $1,021 | -7.7% | 55 | 0.0% | 0.00% | – | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $2,107 | -3.2% | 40 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,304 | -0.3% | 23 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,887 | +1.3% | 40 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $1,028 | +6.6% | 20 | 0.0% | 0.00% | – | ||
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $3,454 | -0.5% | 20 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $1,684 | +0.1% | 10 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP COMstock | $1,647 | -30.5% | 45 | 0.0% | 0.00% | – | |
| KDP | KEURIG DR PEPPER INC COMstock | $3,484 | -3.1% | 102 | 0.0% | 0.00% | – | |
| JD | JD.COM INC SPON ADR CL Aadr | $2,890 | -9.5% | 40 | 0.0% | 0.00% | – | |
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $2,148 | -0.5% | 80 | 0.0% | 0.00% | – | |
| GOVT | ISHARES U.S. TREASURY BOND ETFetf | $1,088 | -0.3% | 41 | 0.0% | 0.00% | – | |
| SONO | SONOS INC COMstock | $647 | -8.2% | 20 | 0.0% | 0.00% | – | |
| IYK | ISHARES U.S. CONSUMER STAPLES ETFetf | $1,796 | -2.3% | 10 | 0.0% | 0.00% | – | |
| IXP | ISHARES GLOBAL COMM SERVICES ETFetf | $2,961 | -2.3% | 35 | 0.0% | 0.00% | – | |
| TUR | ISHARES MSCI TURKEY ETFetf | $2,126 | +0.9% | 100 | 0.0% | 0.00% | – | |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $1,124 | -0.6% | 49 | 0.0% | 0.00% | – | |
| IPI | INTREPID POTASH INC COMstock | $618 | -3.0% | 20 | 0.0% | 0.00% | – | |
| THOMSON REUTERS CORP. COMstock | $1,436 | +11.2% | 13 | 0.0% | 0.00% | – | ||
| TPC | TUTOR PERINI CORP COMstock | $649 | -6.3% | 50 | 0.0% | 0.00% | – | |
| GER | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $1,786 | -6.0% | 166 | 0.0% | 0.00% | – | |
| GOEX | GLOBAL X GOLD EXPLORERS ETFetf | $1,332 | -14.0% | 50 | 0.0% | 0.00% | – | |
| SIL | GLOBAL X SILVER MINERS ETFetf | $1,404 | -17.8% | 40 | 0.0% | 0.00% | – | |
| FINX | GLOBAL X FINTECH ETFetf | $2,401 | +0.7% | 50 | 0.0% | 0.00% | – | |
| U | UNITY SOFTWARE INC COMstock | $3,156 | +14.9% | 25 | 0.0% | 0.00% | – | |
| UPLD | UPLAND SOFTWARE INC COMstock | $568 | -18.9% | 17 | 0.0% | 0.00% | – | |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $2,936 | -1.5% | 52 | 0.0% | 0.00% | – | |
| SMH | VANECK SEMICONDUCTOR ETFetf | $1,538 | -2.2% | 6 | 0.0% | 0.00% | – | |
| GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $1,534 | -18.0% | 40 | 0.0% | 0.00% | – | |
| FSLY | FASTLY INC CL Astock | $2,022 | -32.1% | 50 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC COMstock | $1,248 | +1.1% | 6 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC COMstock | $2,054 | -27.5% | 50 | 0.0% | 0.00% | – | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $2,302 | -30.1% | 160 | 0.0% | 0.00% | – | |
| DRE | DUKE REALTY CORP COM NEWreit | $1,453 | +1.3% | 30 | 0.0% | 0.00% | – | |
| DISCK | DISCOVERY INC COM SER Cstock | $2,548 | -16.3% | 105 | 0.0% | 0.00% | – | |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $1,326 | -0.8% | 16 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COMstock | $447 | -34.2% | 79 | 0.0% | 0.00% | – | |
| CAG | CONAGRA BRANDS INC COMstock | $1,694 | -6.9% | 50 | 0.0% | 0.00% | – | |
| VEC | V2X INC COMstock | $553 | +5.7% | 11 | 0.0% | 0.00% | – | |
| CHK | CHESAPEAKE ENERGY CORP COMstock | $3,080 | +18.6% | 50 | 0.0% | 0.00% | – | |
| CHKEL | CHESAPEAKE ENERGY CORP WT C EXP 020926stock | $3,392 | +40.1% | 116 | 0.0% | 0.00% | – | |
| CHGG | CHEGG INC COMstock | $3,401 | -18.2% | 50 | 0.0% | 0.00% | -100.0% | |
| CERE | CEREVEL THERAPEUTICS HLDNG INC COMstock | $2,950 | +15.1% | 100 | 0.0% | 0.00% | – | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $1,814 | -10.0% | 10 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,518 | -45.0% | 60 | 0.0% | 0.00% | – | |
| VITL | VITAL FARMS INC COMstock | $3,268 | -12.0% | 186 | 0.0% | 0.00% | -100.0% | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $498 | -0.6% | 11 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO COMstock | $1,144 | -30.5% | 40 | 0.0% | 0.00% | – | |
| BKH | BLACK HILLS CORP COMstock | $2,259 | -4.4% | 36 | 0.0% | 0.00% | – | |
| WYNN | WYNN RESORTS LTD COMstock | $1,695 | -30.7% | 20 | 0.0% | 0.00% | – | |
| WRB | BERKLEY W R CORP COMstock | $2,634 | -1.7% | 36 | 0.0% | 0.00% | – | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $1,390 | +6.1% | 211 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $1,529 | -14.2% | 49 | 0.0% | 0.00% | – | |
| ATLANTA BRAVES HLDGS INC COM SER Cstock | $2,642 | -4.9% | 100 | 0.0% | 0.00% | – | ||
| AIMC | ALTRA INDL MOTION CORP COMstock | $1,439 | -14.9% | 26 | 0.0% | 0.00% | – | |
| AMG | AFFILIATED MANAGERS GROUP INC COMstock | $2,417 | -2.0% | 16 | 0.0% | 0.00% | – | |
| TPGY | TPG PACE BEN FIN CORP CL A COMstock | $11 | -15.4% | 1 | 0.0% | 0.00% | – | |
| ANF | ABERCROMBIE & FITCH CO CL Astock | $2,070 | -19.0% | 55 | 0.0% | 0.00% | – | |
| ARKK | ARK INNOVATION ETFetf | $3,370 | -15.5% | 30 | 0.0% | 0.00% | -100.0% | |
| WIX | WIX COM LTD SHSstock | $1,960 | -32.5% | 10 | 0.0% | 0.00% | – | |
| CNHI | CNH INDL N V SHSstock | $2,060 | -0.6% | 124 | 0.0% | 0.00% | – | |
| RNG | RINGCENTRAL INC CL Astock | $3,045 | -25.1% | 14 | 0.0% | 0.00% | -100.0% | |
| PINS | PINTEREST INC CL Astock | $3,414 | -35.5% | 67 | 0.0% | 0.00% | -100.0% |
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 | 2024-01-03 |
| 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 |
| 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.