$766 Million is the total value of Anchor Investment Management, LLC's 971 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL Astock | $10,927,632 | +7.5% | 7,918 | 0.0% | 1.43% | +9.9% | |
| PEP | PEPSICO INC COMstock | $3,934,550 | -8.5% | 23,221 | 0.0% | 0.51% | -6.4% | |
| MCK | MCKESSON CORP COMstock | $3,544,897 | +1.8% | 8,152 | 0.0% | 0.46% | +4.0% | |
| UNM | UNUM GROUP COMstock | $2,430,134 | +3.1% | 49,403 | 0.0% | 0.32% | +5.3% | |
| GD | GENERAL DYNAMICS CORP COMstock | $1,130,909 | +2.7% | 5,118 | 0.0% | 0.15% | +5.0% | |
| MCO | MOODYS CORP COMstock | $986,450 | -9.1% | 3,120 | 0.0% | 0.13% | -7.2% | |
| ATO | ATMOS ENERGY CORP COMstock | $875,617 | -8.9% | 8,266 | 0.0% | 0.11% | -7.3% | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $779,590 | +0.4% | 7,785 | 0.0% | 0.10% | +3.0% | |
| ALL | ALLSTATE CORP COMstock | $657,208 | +2.2% | 5,899 | 0.0% | 0.09% | +4.9% | |
| ECL | ECOLAB INC COMstock | $633,387 | -9.3% | 3,739 | 0.0% | 0.08% | -6.7% | |
| TEL | TE CONNECTIVITY LTD SHSstock | $631,362 | -11.9% | 5,111 | 0.0% | 0.08% | -9.9% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $580,170 | -3.4% | 1,318 | 0.0% | 0.08% | -1.3% | |
| FCCO | FIRST CMNTY CORP S C COMstock | $547,373 | -0.5% | 31,695 | 0.0% | 0.07% | +1.4% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $547,060 | -2.3% | 4,151 | 0.0% | 0.07% | -1.4% | |
| PFIX | SIMPLIFY INTEREST RATE HEDGE ETFetf | $439,346 | +52.1% | 4,600 | 0.0% | 0.06% | +54.1% | |
| EXPD | EXPEDITORS INTL WASH INC COMstock | $427,570 | -5.4% | 3,730 | 0.0% | 0.06% | -3.4% | |
| ABC | CENCORA INC COMstock | $423,829 | -6.5% | 2,355 | 0.0% | 0.06% | -5.2% | |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $424,542 | -10.7% | 5,644 | 0.0% | 0.06% | -9.8% | |
| ADI | ANALOG DEVICES INC COMstock | $356,308 | -10.1% | 2,035 | 0.0% | 0.05% | -7.8% | |
| CNP | CENTERPOINT ENERGY INC COMstock | $358,448 | -7.9% | 13,350 | 0.0% | 0.05% | -6.0% | |
| IWL | ISHARES RUSSELL TOP 200 ETFetf | $363,759 | -3.1% | 3,519 | 0.0% | 0.05% | -2.1% | |
| BX | BLACKSTONE INC COMstock | $342,312 | +15.2% | 3,195 | 0.0% | 0.04% | +18.4% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $327,467 | -21.0% | 2,475 | 0.0% | 0.04% | -18.9% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $326,154 | +12.4% | 6,663 | 0.0% | 0.04% | +16.2% | |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $304,125 | -6.2% | 7,500 | 0.0% | 0.04% | -2.4% | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $301,116 | +11.0% | 5,455 | 0.0% | 0.04% | +11.4% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $295,433 | +8.1% | 1,650 | 0.0% | 0.04% | +11.4% | |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $284,404 | -0.4% | 9,700 | 0.0% | 0.04% | +2.8% | |
| SLV | ISHARES SILVER TRUSTetf | $272,942 | -2.6% | 13,419 | 0.0% | 0.04% | 0.0% | |
| TOWN | TOWNEBANK PORTSMOUTH VA COMstock | $275,160 | -1.3% | 12,000 | 0.0% | 0.04% | 0.0% | |
| ZTS | ZOETIS INC CL Astock | $266,015 | +1.0% | 1,529 | 0.0% | 0.04% | +2.9% | |
| IUSV | ISHARES CORE S&P US VALUE ETFetf | $244,679 | -4.7% | 3,279 | 0.0% | 0.03% | -3.0% | |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $236,490 | -3.6% | 2,254 | 0.0% | 0.03% | 0.0% | |
| SONY | SONY GROUP CORP SPONSORED ADRadr | $236,929 | -8.5% | 2,875 | 0.0% | 0.03% | -6.1% | |
| SPDR GOLD MINISHARES TRUSTetf | $218,530 | -3.8% | 5,961 | 0.0% | 0.03% | 0.0% | ||
| MGK | VANGUARD MEGA CAP GROWTH ETFetf | $221,908 | -3.6% | 978 | 0.0% | 0.03% | 0.0% | |
| CCK | CROWN HLDGS INC COMstock | $224,739 | +1.9% | 2,540 | 0.0% | 0.03% | +3.6% | |
| VNT | VONTIER CORPORATION COMstock | $218,759 | -4.0% | 7,075 | 0.0% | 0.03% | 0.0% | |
| BRO | BROWN & BROWN INC COMstock | $215,107 | +1.5% | 3,080 | 0.0% | 0.03% | +3.7% | |
| CSWI | CSW INDUSTRIALS INC COMstock | $213,793 | +5.4% | 1,220 | 0.0% | 0.03% | +7.7% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $207,957 | -14.0% | 1,394 | 0.0% | 0.03% | -12.9% | |
| OTIS | OTIS WORLDWIDE CORP COMstock | $210,011 | -9.8% | 2,615 | 0.0% | 0.03% | -10.0% | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $203,061 | -6.4% | 3,454 | 0.0% | 0.03% | -3.6% | |
| DVY | ISHARES SELECT DIVIDEND ETFetf | $197,552 | -5.0% | 1,835 | 0.0% | 0.03% | -3.7% | |
| TMHC | TAYLOR MORRISON HOME CORP COMstock | $191,745 | -12.6% | 4,500 | 0.0% | 0.02% | -10.7% | |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $190,876 | -3.0% | 3,055 | 0.0% | 0.02% | 0.0% | |
| ED | CONSOLIDATED EDISON INC COMstock | $188,166 | -5.4% | 2,200 | 0.0% | 0.02% | 0.0% | |
| DD | DUPONT DE NEMOURS INC COMstock | $188,862 | +4.4% | 2,532 | 0.0% | 0.02% | +8.7% | |
| FAST | FASTENAL CO COMstock | $188,508 | -7.4% | 3,450 | 0.0% | 0.02% | -3.8% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $177,135 | -19.5% | 6,025 | 0.0% | 0.02% | -17.9% | |
| MDU | MDU RES GROUP INC COMstock | $176,220 | -6.5% | 9,000 | 0.0% | 0.02% | -4.2% | |
| IQV | IQVIA HLDGS INC COMstock | $177,075 | -12.5% | 900 | 0.0% | 0.02% | -11.5% | |
| LRCX | LAM RESEARCH CORP COMstock | $173,615 | -2.5% | 277 | 0.0% | 0.02% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC COMstock | $176,917 | -11.1% | 431 | 0.0% | 0.02% | -8.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $178,043 | +3.4% | 10,250 | 0.0% | 0.02% | +4.5% | |
| AKAM | AKAMAI TECHNOLOGIES INC COMstock | $165,137 | +18.5% | 1,550 | 0.0% | 0.02% | +22.2% | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $164,833 | -7.8% | 3,113 | 0.0% | 0.02% | -4.3% | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $168,492 | -3.0% | 2,317 | 0.0% | 0.02% | 0.0% | |
| VMC | VULCAN MATLS CO COMstock | $171,919 | -10.4% | 851 | 0.0% | 0.02% | -12.0% | |
| CACI | CACI INTL INC CL Astock | $163,244 | -7.9% | 520 | 0.0% | 0.02% | -8.7% | |
| FNV | FRANCO NEV CORP COMstock | $160,188 | -6.4% | 1,200 | 0.0% | 0.02% | -4.5% | |
| PRU | PRUDENTIAL FINL INC COMstock | $157,802 | +7.6% | 1,663 | 0.0% | 0.02% | +10.5% | |
| YUM | YUM BRANDS INC COMstock | $154,551 | -9.8% | 1,237 | 0.0% | 0.02% | -9.1% | |
| EMN | EASTMAN CHEM CO COMstock | $150,064 | -8.4% | 1,956 | 0.0% | 0.02% | -4.8% | |
| RGLD | ROYAL GOLD INC COMstock | $151,520 | -7.4% | 1,425 | 0.0% | 0.02% | -4.8% | |
| EXPE | EXPEDIA GROUP INC COM NEWstock | $153,780 | -5.8% | 1,492 | 0.0% | 0.02% | -4.8% | |
| HSY | HERSHEY CO COMstock | $137,655 | -19.9% | 688 | 0.0% | 0.02% | -18.2% | |
| MOO | VANECK AGRIBUSINESS ETFetf | $141,188 | -3.7% | 1,794 | 0.0% | 0.02% | -5.3% | |
| TCBI | TEXAS CAP BANCSHARES INC COMstock | $138,415 | +14.4% | 2,350 | 0.0% | 0.02% | +20.0% | |
| PH | PARKER-HANNIFIN CORP COMstock | $141,006 | -0.1% | 362 | 0.0% | 0.02% | 0.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $136,164 | -5.0% | 1,305 | 0.0% | 0.02% | 0.0% | |
| FWRD | FORWARD AIR CORP COMstock | $137,136 | -35.2% | 1,995 | 0.0% | 0.02% | -33.3% | |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $135,133 | -2.6% | 1,867 | 0.0% | 0.02% | 0.0% | |
| HPQ | HP INC COMstock | $118,914 | -16.3% | 4,627 | 0.0% | 0.02% | -11.1% | |
| PGR | PROGRESSIVE CORP COMstock | $126,067 | +5.2% | 905 | 0.0% | 0.02% | +6.7% | |
| JACOBS SOLUTIONS INC COMstock | $124,898 | +14.8% | 915 | 0.0% | 0.02% | +14.3% | ||
| SECT | MAIN SECTOR ROTATION ETFetf | $122,777 | -2.3% | 2,917 | 0.0% | 0.02% | 0.0% | |
| XYL | XYLEM INC COMstock | $112,604 | -19.2% | 1,237 | 0.0% | 0.02% | -16.7% | |
| AXON | AXON ENTERPRISE INC COMstock | $109,445 | +2.0% | 550 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $105,901 | -7.2% | 389 | 0.0% | 0.01% | -6.7% | |
| HON | HONEYWELL INTL INC COMstock | $108,812 | -11.0% | 589 | 0.0% | 0.01% | -12.5% | |
| KNIFE RIVER CORP COMMON STOCKstock | $109,868 | +12.3% | 2,250 | 0.0% | 0.01% | +7.7% | ||
| USB | US BANCORP DEL COM NEWstock | $105,792 | +0.1% | 3,200 | 0.0% | 0.01% | 0.0% | |
| MTRN | MATERION CORP COMstock | $107,006 | -10.8% | 1,050 | 0.0% | 0.01% | -6.7% | |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $109,270 | -12.9% | 1,400 | 0.0% | 0.01% | -12.5% | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $103,682 | -0.4% | 2,165 | 0.0% | 0.01% | +7.7% | |
| NWSA | NEWS CORP NEW CL Astock | $110,972 | +2.9% | 5,532 | 0.0% | 0.01% | 0.0% | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHSstock | $99,953 | +2.2% | 2,998 | 0.0% | 0.01% | +8.3% | ||
| BWA | BORGWARNER INC COMstock | $96,888 | -17.5% | 2,400 | 0.0% | 0.01% | -13.3% | |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $102,431 | -5.6% | 3,375 | 0.0% | 0.01% | -7.1% | |
| MELI | MERCADOLIBRE INC COMstock | $95,091 | +7.0% | 75 | 0.0% | 0.01% | +9.1% | |
| SAN | BANCO SANTANDER S.A. ADRadr | $86,480 | +1.3% | 23,000 | 0.0% | 0.01% | 0.0% | |
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $83,589 | -0.0% | 3,430 | 0.0% | 0.01% | 0.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $83,105 | -15.5% | 75 | 0.0% | 0.01% | -15.4% | |
| FRST | PRIMIS FINANCIAL CORP COMstock | $81,500 | -3.2% | 10,000 | 0.0% | 0.01% | 0.0% | |
| FNB | F N B CORP COMstock | $86,320 | -5.7% | 8,000 | 0.0% | 0.01% | -8.3% | |
| IBDP | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $82,450 | +0.4% | 3,334 | 0.0% | 0.01% | +10.0% | |
| NDAQ | NASDAQ INC COMstock | $72,885 | -2.5% | 1,500 | 0.0% | 0.01% | 0.0% | |
| VMW | VMWARE INC CL A COMstock | $72,918 | +15.9% | 438 | 0.0% | 0.01% | +25.0% | |
| USFD | US FOODS HLDG CORP COMstock | $76,423 | -9.8% | 1,925 | 0.0% | 0.01% | -9.1% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $74,360 | -7.0% | 665 | 0.0% | 0.01% | 0.0% | |
| WTM | WHITE MTNS INS GROUP LTD COMstock | $74,785 | +7.7% | 50 | 0.0% | 0.01% | +11.1% | |
| PGF | INVESCO FINANCIAL PREFERRED ETFetf | $80,297 | -2.0% | 5,711 | 0.0% | 0.01% | 0.0% | |
| EFV | ISHARES MSCI EAFE VALUE ETFetf | $77,603 | -0.0% | 1,586 | 0.0% | 0.01% | 0.0% | |
| KBR | KBR INC COMstock | $73,675 | -9.4% | 1,250 | 0.0% | 0.01% | 0.0% | |
| IWR | ISHARES RUSSELL MIDCAP ETFetf | $78,737 | -5.2% | 1,137 | 0.0% | 0.01% | -9.1% | |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $70,035 | -3.0% | 544 | 0.0% | 0.01% | 0.0% | |
| PNR | PENTAIR PLC SHSstock | $71,873 | +0.2% | 1,110 | 0.0% | 0.01% | 0.0% | |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $65,826 | -5.0% | 855 | 0.0% | 0.01% | 0.0% | |
| NSIT | INSIGHT ENTERPRISES INC COMstock | $72,750 | -0.6% | 500 | 0.0% | 0.01% | 0.0% | |
| UBSI | UNITED BANKSHARES INC WEST VA COMstock | $70,134 | -7.0% | 2,542 | 0.0% | 0.01% | -10.0% | |
| PDCO | PATTERSON COS INC COMstock | $57,798 | -10.9% | 1,950 | 0.0% | 0.01% | 0.0% | |
| IP | INTERNATIONAL PAPER CO COMstock | $61,647 | +11.5% | 1,738 | 0.0% | 0.01% | +14.3% | |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $58,904 | -1.9% | 800 | 0.0% | 0.01% | 0.0% | |
| IWB | ISHARES RUSSELL 1000 ETFetf | $58,023 | -3.6% | 247 | 0.0% | 0.01% | 0.0% | |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $60,580 | -4.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $59,360 | -3.5% | 3,500 | 0.0% | 0.01% | 0.0% | |
| LNC | LINCOLN NATL CORP IND COMstock | $61,602 | -4.2% | 2,495 | 0.0% | 0.01% | 0.0% | |
| COF | CAPITAL ONE FINL CORP COMstock | $61,627 | -11.3% | 635 | 0.0% | 0.01% | -11.1% | |
| OR | OSISKO GOLD ROYALTIES LTD COMstock | $59,338 | -23.6% | 5,050 | 0.0% | 0.01% | -20.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $61,186 | -11.6% | 5,981 | 0.0% | 0.01% | -11.1% | |
| SMCI | SUPER MICRO COMPUTER INC COMstock | $59,780 | +10.0% | 218 | 0.0% | 0.01% | +14.3% | |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $59,411 | -3.1% | 1,526 | 0.0% | 0.01% | 0.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $63,160 | -5.5% | 623 | 0.0% | 0.01% | -11.1% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $63,714 | +6.1% | 314 | 0.0% | 0.01% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $56,260 | -10.1% | 275 | 0.0% | 0.01% | -12.5% | |
| IYY | ISHARES DOW JONES U.S. ETFetf | $53,703 | -3.6% | 514 | 0.0% | 0.01% | 0.0% | |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $52,605 | -5.4% | 1,500 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $52,600 | -1.4% | 944 | 0.0% | 0.01% | 0.0% | |
| BHP | BHP GROUP LTD SPONSORED ADSadr | $56,880 | -4.7% | 1,000 | 0.0% | 0.01% | -12.5% | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $49,908 | -9.5% | 922 | 0.0% | 0.01% | 0.0% | |
| BSJO | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $53,961 | +0.0% | 2,400 | 0.0% | 0.01% | 0.0% | |
| TKR | TIMKEN CO COMstock | $53,060 | -19.7% | 722 | 0.0% | 0.01% | -12.5% | |
| IYJ | ISHARES U.S. INDUSTRIALS ETFetf | $54,279 | -4.9% | 538 | 0.0% | 0.01% | 0.0% | |
| HLI | HOULIHAN LOKEY INC CL Astock | $48,204 | +9.0% | 450 | 0.0% | 0.01% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC COMstock | $49,160 | -8.0% | 2,000 | 0.0% | 0.01% | -14.3% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $45,664 | -4.7% | 100 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC COMstock | $46,558 | -8.7% | 578 | 0.0% | 0.01% | -14.3% | |
| CME | CME GROUP INC COMstock | $49,655 | +8.1% | 248 | 0.0% | 0.01% | 0.0% | |
| GPI | GROUP 1 AUTOMOTIVE INC COMstock | $47,024 | +4.1% | 175 | 0.0% | 0.01% | 0.0% | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $46,440 | -4.5% | 1,440 | 0.0% | 0.01% | 0.0% | |
| SAND | SANDSTORM GOLD LTD COM NEWstock | $48,977 | -9.0% | 10,510 | 0.0% | 0.01% | -14.3% | |
| TDS | TELEPHONE & DATA SYS INC COM NEWstock | $45,775 | +122.5% | 2,500 | 0.0% | 0.01% | +100.0% | |
| ACWI | ISHARES MSCI ACWI ETFetf | $42,675 | -3.7% | 462 | 0.0% | 0.01% | 0.0% | |
| EQIX | EQUINIX INC COMreit | $44,302 | -7.4% | 61 | 0.0% | 0.01% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC COMstock | $44,886 | -14.6% | 1,314 | 0.0% | 0.01% | -14.3% | |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFetf | $48,950 | -1.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
| FUL | FULLER H B CO COMstock | $44,597 | -4.1% | 650 | 0.0% | 0.01% | 0.0% | |
| DDOG | DATADOG INC CL A COMstock | $46,456 | -7.4% | 510 | 0.0% | 0.01% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $41,240 | -11.9% | 4,000 | 0.0% | 0.01% | -16.7% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $34,715 | -9.1% | 610 | 0.0% | 0.01% | 0.0% | |
| AFT | APOLLO SR FLOATING RATE FD INC COMcef | $36,288 | +4.1% | 2,700 | 0.0% | 0.01% | +25.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $37,044 | -5.0% | 514 | 0.0% | 0.01% | 0.0% | |
| PACW | PACWEST BANCORP DEL COMstock | $39,550 | -2.9% | 5,000 | 0.0% | 0.01% | 0.0% | |
| VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $39,435 | -18.9% | 3,057 | 0.0% | 0.01% | -16.7% | |
| ELS | EQUITY LIFESTYLE PPTYS INC COMreit | $40,714 | -4.7% | 639 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $41,024 | -4.1% | 1,081 | 0.0% | 0.01% | 0.0% | |
| TUR | ISHARES MSCI TURKEY ETFetf | $36,516 | +36.5% | 947 | 0.0% | 0.01% | +66.7% | |
| WSM | WILLIAMS SONOMA INC COMstock | $41,181 | +24.2% | 265 | 0.0% | 0.01% | +25.0% | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $37,033 | -5.7% | 363 | 0.0% | 0.01% | 0.0% | |
| SHOP | SHOPIFY INC CL Astock | $35,907 | -15.5% | 658 | 0.0% | 0.01% | 0.0% | |
| CANADIAN PACIFIC KANSAS CITY COMstock | $37,205 | -7.9% | 500 | 0.0% | 0.01% | 0.0% | ||
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $35,255 | -2.1% | 1,121 | 0.0% | 0.01% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $35,110 | -6.5% | 325 | 0.0% | 0.01% | 0.0% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $35,420 | -6.8% | 200 | 0.0% | 0.01% | 0.0% | |
| EDIV | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $40,198 | +4.7% | 1,350 | 0.0% | 0.01% | 0.0% | |
| KLAC | KLA CORP COM NEWstock | $39,903 | -5.4% | 87 | 0.0% | 0.01% | 0.0% | |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $39,402 | +14.8% | 404 | 0.0% | 0.01% | +25.0% | |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $41,054 | -5.1% | 325 | 0.0% | 0.01% | -16.7% | |
| BCAT | BLACKROCK CAP ALLOCATION TERM COMcef | $36,225 | -5.0% | 2,500 | 0.0% | 0.01% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $34,696 | +4.1% | 400 | 0.0% | 0.01% | +25.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $40,858 | -0.6% | 100 | 0.0% | 0.01% | 0.0% | |
| PKG | PACKAGING CORP AMER COMstock | $34,549 | +16.2% | 225 | 0.0% | 0.01% | +25.0% | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $26,970 | +7.0% | 137 | 0.0% | 0.00% | +33.3% | |
| STRIVE U.S. ENERGY ETFetf | $33,088 | +9.9% | 1,100 | 0.0% | 0.00% | 0.0% | ||
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $33,640 | +11.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETFetf | $33,201 | -8.1% | 423 | 0.0% | 0.00% | -20.0% | |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $28,530 | -6.7% | 500 | 0.0% | 0.00% | 0.0% | |
| FIVG | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $32,506 | -7.1% | 1,040 | 0.0% | 0.00% | 0.0% | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $28,835 | -16.4% | 510 | 0.0% | 0.00% | 0.0% | ||
| DFS | DISCOVER FINL SVCS COMstock | $32,140 | -25.9% | 371 | 0.0% | 0.00% | -33.3% | |
| AN | AUTONATION INC COMstock | $27,858 | -8.0% | 184 | 0.0% | 0.00% | 0.0% | |
| MAC | MACERICH CO COMreit | $28,039 | -3.2% | 2,570 | 0.0% | 0.00% | 0.0% | |
| MMS | MAXIMUS INC COMstock | $28,752 | -11.6% | 385 | 0.0% | 0.00% | 0.0% | |
| DB | DEUTSCHE BANK A G NAMEN AKTstock | $32,970 | +4.4% | 3,000 | 0.0% | 0.00% | 0.0% | |
| BUR | BURFORD CAP LTD ORD SHSstock | $28,000 | +14.9% | 2,000 | 0.0% | 0.00% | +33.3% | |
| FTXN | FIRST TRUST NASDAQ OIL & GAS ETFetf | $33,194 | +14.1% | 1,105 | 0.0% | 0.00% | 0.0% | |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $29,354 | -7.8% | 600 | 0.0% | 0.00% | 0.0% | |
| AEM | AGNICO EAGLE MINES LTD COMstock | $31,815 | -9.1% | 700 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP COMstock | $30,628 | -11.0% | 1,300 | 0.0% | 0.00% | 0.0% | |
| BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $28,875 | -8.9% | 1,750 | 0.0% | 0.00% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $31,276 | -12.7% | 3,275 | 0.0% | 0.00% | -20.0% | |
| CRMT | AMERICAS CAR-MART INC COMstock | $30,300 | -8.8% | 333 | 0.0% | 0.00% | 0.0% | |
| BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $31,808 | -6.6% | 3,200 | 0.0% | 0.00% | 0.0% | |
| SFST | SOUTHERN FIRST BANCSHARES COMstock | $26,940 | +8.8% | 1,000 | 0.0% | 0.00% | +33.3% | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $26,856 | -2.4% | 800 | 0.0% | 0.00% | 0.0% | |
| INFY | INFOSYS LTD SPONSORED ADRadr | $32,509 | +6.5% | 1,900 | 0.0% | 0.00% | 0.0% | |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $29,454 | -3.5% | 426 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $32,495 | -9.7% | 215 | 0.0% | 0.00% | -20.0% | |
| SQ | BLOCK INC CL Astock | $22,174 | -33.5% | 501 | 0.0% | 0.00% | -25.0% | |
| VOE | VANGUARD MID-CAP VALUE ETFetf | $19,644 | -5.4% | 150 | 0.0% | 0.00% | 0.0% | |
| VV | VANGUARD LARGE-CAP ETFetf | $19,569 | -3.5% | 100 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA COMstock | $22,035 | -8.5% | 252 | 0.0% | 0.00% | 0.0% | |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $24,470 | -6.3% | 270 | 0.0% | 0.00% | 0.0% | ||
| PNC | PNC FINL SVCS GROUP INC COMstock | $19,275 | -2.5% | 157 | 0.0% | 0.00% | 0.0% | |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $20,488 | -3.9% | 1,375 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC COMcef | $21,192 | -9.2% | 2,226 | 0.0% | 0.00% | 0.0% | |
| SMAR | SMARTSHEET INC COM CL Astock | $20,230 | +5.8% | 500 | 0.0% | 0.00% | +50.0% | |
| ORCC | BLUE OWL CAPITAL CORPORATION COMcef | $20,775 | +3.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC COMreit | $20,480 | +1.3% | 250 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $26,140 | -5.4% | 386 | 0.0% | 0.00% | -25.0% | |
| DECK | DECKERS OUTDOOR CORP COMstock | $25,705 | -2.6% | 50 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $23,702 | +27.3% | 344 | 0.0% | 0.00% | +50.0% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $21,535 | -4.0% | 448 | 0.0% | 0.00% | 0.0% | |
| XLB | MATERIALS SELECT SECTOR SPDR FUNDetf | $24,743 | -5.2% | 315 | 0.0% | 0.00% | 0.0% | |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $26,148 | -3.1% | 400 | 0.0% | 0.00% | 0.0% | |
| GSBD | GOLDMAN SACHS BDC INC SHScef | $21,840 | +5.1% | 1,500 | 0.0% | 0.00% | 0.0% | |
| CALF | PACER US SMALL CAP CASH COWS 100 ETFetf | $20,850 | +2.5% | 500 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $21,499 | -1.3% | 63 | 0.0% | 0.00% | 0.0% | |
| KNSL | KINSALE CAP GROUP INC COMstock | $20,707 | +10.7% | 50 | 0.0% | 0.00% | +50.0% | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $24,517 | -2.6% | 429 | 0.0% | 0.00% | 0.0% | |
| IGM | ISHARES EXPANDED TECH SECTOR ETFetf | $24,460 | -2.7% | 64 | 0.0% | 0.00% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO COMstock | $20,764 | +1.1% | 400 | 0.0% | 0.00% | 0.0% | |
| BB | BLACKBERRY LTD COMstock | $23,550 | -14.8% | 5,000 | 0.0% | 0.00% | -25.0% | |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $21,203 | -5.0% | 570 | 0.0% | 0.00% | 0.0% | |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $25,143 | -4.4% | 273 | 0.0% | 0.00% | 0.0% | |
| EWW | ISHARES MSCI MEXICO ETFetf | $26,029 | -6.4% | 447 | 0.0% | 0.00% | -25.0% | |
| GILD | GILEAD SCIENCES INC COMstock | $22,482 | -2.8% | 300 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC COMstock | $19,941 | -3.7% | 446 | 0.0% | 0.00% | 0.0% | |
| EQT | EQT CORP COMstock | $12,174 | -1.3% | 300 | 0.0% | 0.00% | 0.0% | |
| ISVL | ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETFetf | $18,432 | -2.9% | 600 | 0.0% | 0.00% | 0.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC COMstock | $18,915 | +1.4% | 272 | 0.0% | 0.00% | 0.0% | |
| SCI | SERVICE CORP INTL COMstock | $17,142 | -11.5% | 300 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY COMstock | $14,305 | -18.0% | 246 | 0.0% | 0.00% | 0.0% | |
| FLR | FLUOR CORP NEW COMstock | $14,680 | +24.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CHK | CHESAPEAKE ENERGY CORP COMstock | $12,072 | +3.0% | 140 | 0.0% | 0.00% | +100.0% | |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $17,942 | -5.6% | 405 | 0.0% | 0.00% | 0.0% | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $12,932 | -3.7% | 194 | 0.0% | 0.00% | 0.0% | |
| CFFI | C & F FINL CORP COMstock | $14,365 | -0.2% | 268 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES S&P 100 ETFetf | $12,841 | -3.1% | 64 | 0.0% | 0.00% | 0.0% | |
| MUSA | MURPHY USA INC COMstock | $13,669 | +9.8% | 40 | 0.0% | 0.00% | 0.0% | |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $18,559 | -9.7% | 370 | 0.0% | 0.00% | -33.3% | |
| FTV | FORTIVE CORP COMstock | $18,466 | -0.8% | 249 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $12,432 | -13.6% | 200 | 0.0% | 0.00% | 0.0% | |
| ITT | ITT INC COMstock | $14,197 | +5.0% | 145 | 0.0% | 0.00% | 0.0% | |
| VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $14,337 | -14.9% | 908 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $14,192 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| AG | FIRST MAJESTIC SILVER CORP COMstock | $12,825 | -9.2% | 2,500 | 0.0% | 0.00% | 0.0% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $14,716 | -10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $16,778 | -9.8% | 169 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $17,718 | +0.2% | 237 | 0.0% | 0.00% | 0.0% | |
| IYE | ISHARES U.S. ENERGY ETFetf | $13,992 | +10.7% | 295 | 0.0% | 0.00% | 0.0% | |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $13,556 | -1.9% | 700 | 0.0% | 0.00% | 0.0% | |
| MGA | MAGNA INTL INC COMstock | $16,083 | -5.0% | 300 | 0.0% | 0.00% | 0.0% | |
| POOL | POOL CORP COMstock | $17,805 | -4.9% | 50 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION COMstock | $13,378 | -2.2% | 1,214 | 0.0% | 0.00% | 0.0% | |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $14,199 | +2.0% | 335 | 0.0% | 0.00% | 0.0% | |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $16,504 | -4.6% | 200 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. COMreit | $17,617 | -8.5% | 157 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $15,723 | -15.2% | 285 | 0.0% | 0.00% | 0.0% | |
| APOLLO GLOBAL MGMT INC COMstock | $17,952 | +16.9% | 200 | 0.0% | 0.00% | 0.0% | ||
| WSO | WATSCO INC COMstock | $14,353 | -1.0% | 38 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC COMstock | $15,401 | -6.7% | 333 | 0.0% | 0.00% | 0.0% | |
| HUBG | HUB GROUP INC CL Astock | $11,781 | -2.2% | 150 | 0.0% | 0.00% | 0.0% | |
| AGCO | AGCO CORP COMstock | $17,979 | -10.0% | 152 | 0.0% | 0.00% | -33.3% | |
| PSR | INVESCO ACTIVE U.S. REAL ESTATE FUNDetf | $11,850 | -8.9% | 150 | 0.0% | 0.00% | 0.0% | |
| AUDC | AUDIOCODES LTD ORDstock | $14,154 | +10.7% | 1,400 | 0.0% | 0.00% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC COMstock | $13,144 | -20.4% | 235 | 0.0% | 0.00% | 0.0% | |
| REET | ISHARES GLOBAL REIT ETFetf | $12,702 | -7.8% | 600 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC COMstock | $16,819 | +37.9% | 115 | 0.0% | 0.00% | 0.0% | |
| SWN | SOUTHWESTERN ENERGY CO COMstock | $12,990 | +7.3% | 2,014 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC COMstock | $16,822 | -2.5% | 264 | 0.0% | 0.00% | 0.0% | |
| SEIC | SEI INVTS CO COMstock | $12,046 | +1.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DPZ | DOMINOS PIZZA INC COMstock | $18,940 | +12.4% | 50 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP COMstock | $16,036 | -8.4% | 214 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC COMstock | $8,101 | -10.4% | 40 | 0.0% | 0.00% | 0.0% | |
| AMN | AMN HEALTHCARE SVCS INC COMstock | $4,259 | -21.9% | 50 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $5,584 | -18.3% | 200 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP COMstock | $8,638 | -23.6% | 51 | 0.0% | 0.00% | 0.0% | |
| ATI | ATI INC COMstock | $7,860 | -7.0% | 191 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION COMstock | $6,165 | +20.3% | 150 | 0.0% | 0.00% | 0.0% | |
| ABG | ASBURY AUTOMOTIVE GROUP INC COMstock | $8,052 | -4.3% | 35 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANY CL Astock | $7,064 | +11.7% | 200 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC COMstock | $10,280 | -9.8% | 40 | 0.0% | 0.00% | 0.0% | |
| BLW | BLACKROCK LTD DURATION INCOME COM SHScef | $6,440 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COMcef | $7,629 | -11.4% | 740 | 0.0% | 0.00% | 0.0% | |
| MVT | BLACKROCK MUNIVEST FD II INC COMcef | $6,875 | -12.6% | 740 | 0.0% | 0.00% | 0.0% | |
| MYD | BLACKROCK MUNIYIELD FD INC COMcef | $9,180 | -12.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $8,990 | -10.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BOMN | BOSTON OMAHA CORP CL A COM STKstock | $4,917 | -12.9% | 300 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $6,864 | -2.4% | 130 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $8,800 | -22.5% | 249 | 0.0% | 0.00% | 0.0% | |
| CBOE | CBOE GLOBAL MKTS INC COMstock | $7,811 | +13.2% | 50 | 0.0% | 0.00% | 0.0% | |
| CF | CF INDS HLDGS INC COMstock | $4,287 | +23.5% | 50 | 0.0% | 0.00% | – | |
| CMP | COMPASS MINERALS INTL INC COMstock | $8,385 | -17.8% | 300 | 0.0% | 0.00% | 0.0% | |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $4,070 | -10.6% | 550 | 0.0% | 0.00% | 0.0% | |
| CRK | COMSTOCK RES INC COMstock | $4,236 | -4.9% | 384 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC COMreit | $5,325 | +6.3% | 44 | 0.0% | 0.00% | 0.0% | |
| APPS | DIGITAL TURBINE INC COM NEWstock | $4,538 | -34.8% | 750 | 0.0% | 0.00% | 0.0% | |
| RETL | DIREXION DAILY RETAIL BULL 3X SHARESetf | $8,715 | -17.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
| DY | DYCOM INDS INC COMstock | $11,125 | -21.7% | 125 | 0.0% | 0.00% | -50.0% | |
| JETS | U.S. GLOBAL JETS ETFetf | $4,258 | -20.5% | 250 | 0.0% | 0.00% | 0.0% | |
| ENPH | ENPHASE ENERGY INC COMstock | $5,287 | -28.3% | 44 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $5,871 | -11.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EVGO | EVGO INC CL A COMstock | $6,490 | -15.5% | 1,920 | 0.0% | 0.00% | 0.0% | |
| FICO | FAIR ISAAC CORP COMstock | $8,685 | +7.3% | 10 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP COMstock | $8,030 | -3.4% | 317 | 0.0% | 0.00% | 0.0% | |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $11,330 | -4.4% | 202 | 0.0% | 0.00% | -50.0% | |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $4,797 | -3.5% | 86 | 0.0% | 0.00% | 0.0% | |
| GPS | GAP INC COMstock | $5,315 | +19.0% | 500 | 0.0% | 0.00% | 0.0% | |
| GPK | GRAPHIC PACKAGING HLDG CO COMstock | $7,798 | -7.3% | 350 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC COMstock | $9,101 | -19.0% | 37 | 0.0% | 0.00% | 0.0% | |
| HALEON PLC SPON ADSadr | $9,996 | -0.6% | 1,200 | 0.0% | 0.00% | 0.0% | ||
| IIM | INVESCO VALUE MUN INCOME TR COMcef | $4,389 | -12.0% | 422 | 0.0% | 0.00% | 0.0% | |
| PEJ | INVESCO LEISURE AND ENTERTAINMENT ETFetf | $9,887 | -8.4% | 258 | 0.0% | 0.00% | 0.0% | |
| KBWR | INVESCO KBW REGIONAL BANKING ETFetf | $5,257 | +1.0% | 120 | 0.0% | 0.00% | 0.0% | |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFetf | $6,207 | -1.1% | 290 | 0.0% | 0.00% | 0.0% | |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $9,052 | -0.7% | 400 | 0.0% | 0.00% | 0.0% | |
| BSJP | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $8,992 | -0.3% | 400 | 0.0% | 0.00% | 0.0% | |
| IRM | IRON MTN INC DEL COMreit | $8,026 | +4.6% | 135 | 0.0% | 0.00% | 0.0% | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $4,080 | -13.8% | 46 | 0.0% | 0.00% | 0.0% | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $4,523 | -2.5% | 150 | 0.0% | 0.00% | 0.0% | |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $7,630 | -9.2% | 72 | 0.0% | 0.00% | 0.0% | |
| NEAR | BLACKROCK SHORT DURATION BOND ETFetf | $6,236 | +0.3% | 125 | 0.0% | 0.00% | 0.0% | |
| REM | ISHARES MORTGAGE REAL ESTATE ETFetf | $8,936 | -5.3% | 400 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $7,569 | +3.3% | 900 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORP CL Astock | $6,173 | -10.4% | 55 | 0.0% | 0.00% | 0.0% | |
| LYV | LIVE NATION ENTERTAINMENT INC COMstock | $4,401 | -8.9% | 53 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP COMstock | $5,564 | +2.2% | 44 | 0.0% | 0.00% | 0.0% | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $10,720 | -2.2% | 4,000 | 0.0% | 0.00% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC COMstock | $4,158 | -14.5% | 9 | 0.0% | 0.00% | 0.0% | |
| NJR | NEW JERSEY RES CORP COMstock | $8,126 | -13.9% | 200 | 0.0% | 0.00% | 0.0% | |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $9,922 | +18.3% | 148 | 0.0% | 0.00% | 0.0% | |
| PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $9,200 | -9.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RRC | RANGE RES CORP COMstock | $11,344 | +10.2% | 350 | 0.0% | 0.00% | 0.0% | |
| RYN | RAYONIER INC COMreit | $9,676 | -9.4% | 340 | 0.0% | 0.00% | 0.0% | |
| RPAY | REPAY HLDGS CORP COM CL Astock | $7,590 | -3.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC COM CL Astock | $4,856 | +45.7% | 200 | 0.0% | 0.00% | – | ||
| ROL | ROLLINS INC COMstock | $8,138 | -12.8% | 218 | 0.0% | 0.00% | 0.0% | |
| SPX TECHNOLOGIES INC COMstock | $6,512 | -4.2% | 80 | 0.0% | 0.00% | 0.0% | ||
| SAP | SAP SE SPON ADRadr | $6,466 | -5.5% | 50 | 0.0% | 0.00% | 0.0% | |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $9,642 | -3.2% | 300 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC COMstock | $11,316 | -10.8% | 200 | 0.0% | 0.00% | -50.0% | |
| SU | SUNCOR ENERGY INC NEW COMstock | $9,626 | +17.2% | 280 | 0.0% | 0.00% | 0.0% | |
| SYNA | SYNAPTICS INC COMstock | $4,472 | +4.8% | 50 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL COMstock | $4,772 | -15.7% | 106 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $9,864 | +14.1% | 150 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO COMstock | $9,917 | -9.0% | 270 | 0.0% | 0.00% | 0.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $11,294 | +2.3% | 50 | 0.0% | 0.00% | 0.0% | |
| UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $5,884 | -20.2% | 47 | 0.0% | 0.00% | 0.0% | |
| EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $5,732 | -11.3% | 40 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $4,632 | +1.4% | 58 | 0.0% | 0.00% | 0.0% | |
| EINC | VANECK ENERGY INCOME ETFetf | $4,879 | +1.2% | 75 | 0.0% | 0.00% | 0.0% | |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $5,636 | -4.9% | 64 | 0.0% | 0.00% | 0.0% | |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $10,752 | -5.4% | 138 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC COMstock | $6,378 | +4.5% | 27 | 0.0% | 0.00% | 0.0% | |
| VIPER ENERGY INC CL Astock | $9,758 | +3.9% | 350 | 0.0% | 0.00% | 0.0% | ||
| WCN | WASTE CONNECTIONS INC COMstock | $5,506 | -6.0% | 41 | 0.0% | 0.00% | 0.0% | |
| WST | WEST PHARMACEUTICAL SVSC INC COMstock | $4,878 | -1.9% | 13 | 0.0% | 0.00% | 0.0% | |
| WLK | WESTLAKE CORPORATION COMstock | $6,483 | +4.4% | 52 | 0.0% | 0.00% | 0.0% | |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $9,370 | -2.1% | 250 | 0.0% | 0.00% | 0.0% | |
| NTB | BANK OF NT BUTTERFIELD&SON LTD SHS NEWstock | $8,124 | -1.0% | 300 | 0.0% | 0.00% | 0.0% | |
| NVT | NVENT ELECTRIC PLC SHSstock | $7,949 | +2.6% | 150 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG ORD SHSstock | $7,706 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $9,214 | -11.2% | 100 | 0.0% | 0.00% | 0.0% | |
| VVI | VIAD CORP COMstock | $3,301 | -2.5% | 126 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORP CL Astock | $1,274 | -28.1% | 44 | 0.0% | 0.00% | – | |
| RICK | RCI HOSPITALITY HLDGS INC COMstock | $607 | -20.1% | 10 | 0.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP COM CL Astock | $2,676 | -16.3% | 400 | 0.0% | 0.00% | – | |
| PYR | PYROGENESIS CDA INC COMstock | $210 | -40.3% | 500 | 0.0% | 0.00% | – | |
| RCUS | ARCUS BIOSCIENCES INC COMstock | $539 | -11.5% | 30 | 0.0% | 0.00% | – | |
| AEGON LTD AMER REG 1 CERTadr | $883 | -5.4% | 184 | 0.0% | 0.00% | – | ||
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $1,094 | -3.0% | 13 | 0.0% | 0.00% | – | |
| AES | AES CORP COMstock | $1,368 | -26.7% | 90 | 0.0% | 0.00% | – | |
| QURE | UNIQURE NV SHSstock | $3,523 | -41.4% | 525 | 0.0% | 0.00% | -100.0% | |
| UPST | UPSTART HLDGS INC COMstock | $1,170 | -20.3% | 41 | 0.0% | 0.00% | – | |
| VALE | VALE S A SPONSORED ADSadr | $3,350 | -0.1% | 250 | 0.0% | 0.00% | – | |
| UPLD | UPLAND SOFTWARE INC COMstock | $79 | +29.5% | 17 | 0.0% | 0.00% | – | |
| THOMSON REUTERS CORP. COMstock | $1,468 | -9.3% | 12 | 0.0% | 0.00% | – | ||
| TRP | TC ENERGY CORP COMstock | $3,579 | -14.8% | 104 | 0.0% | 0.00% | -100.0% | |
| SMH | VANECK SEMICONDUCTOR ETFetf | $1,740 | -4.8% | 12 | 0.0% | 0.00% | – | |
| SKT | TANGER INC COMreit | $1,130 | +2.4% | 50 | 0.0% | 0.00% | – | |
| SYLVAMO CORP COMMON STOCKstock | $1,582 | +8.7% | 36 | 0.0% | 0.00% | – | ||
| GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $1,289 | -9.6% | 40 | 0.0% | 0.00% | – | |
| SONO | SONOS INC COMstock | $1,226 | -21.0% | 95 | 0.0% | 0.00% | – | |
| SNA | SNAP ON INC COMstock | $3,826 | -11.5% | 15 | 0.0% | 0.00% | -100.0% | |
| SE | SEA LTD SPONSORD ADSadr | $88 | -24.1% | 2 | 0.0% | 0.00% | – | |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $672 | -17.5% | 13 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,246 | -2.7% | 26 | 0.0% | 0.00% | – | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $1,940 | -3.9% | 40 | 0.0% | 0.00% | – | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $2,926 | +8.7% | 191 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INC CL Astock | $3,217 | -1.1% | 119 | 0.0% | 0.00% | – | |
| PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $57 | -26.0% | 27 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC CL A COMstock | $364 | -34.3% | 72 | 0.0% | 0.00% | – | |
| PPG | PPG INDS INC COMstock | $3,245 | -12.5% | 25 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC COM CL Astock | $1,986 | +14.1% | 25 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC COMreit | $292 | -21.1% | 56 | 0.0% | 0.00% | – | ||
| NUSCALE PWR CORP CL A COMstock | $1,225 | -27.9% | 250 | 0.0% | 0.00% | – | ||
| NUS | NU SKIN ENTERPRISES INC CL Astock | $1,061 | -36.1% | 50 | 0.0% | 0.00% | – | |
| NIOCORP DEVS LTD COM NEWstock | $363 | -27.8% | 100 | 0.0% | 0.00% | – | ||
| NRG | NRG ENERGY INC COM NEWstock | $1,464 | +3.0% | 38 | 0.0% | 0.00% | – | |
| MDB | MONGODB INC CL Astock | $346 | -15.8% | 1 | 0.0% | 0.00% | – | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,908 | -3.4% | 30 | 0.0% | 0.00% | – | |
| NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $83 | -24.5% | 12 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC COMreit | $3,225 | -14.9% | 25 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC COMstock | $1,102 | +12.8% | 50 | 0.0% | 0.00% | – | |
| MASTERBRAND INC COMMON STOCKstock | $2,430 | +4.5% | 200 | 0.0% | 0.00% | – | ||
| MSGE | SPHERE ENTERTAINMENT CO CL Astock | $520 | +35.8% | 14 | 0.0% | 0.00% | – | |
| MADISON SQUARE GARDEN ENTMT COM CL Astock | $461 | -2.1% | 14 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,018 | -22.4% | 40 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $2,037 | -22.2% | 80 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $1,246 | -17.3% | 20 | 0.0% | 0.00% | – | ||
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $1,826 | +14.0% | 20 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $909 | +14.1% | 10 | 0.0% | 0.00% | – | |
| LDOS | LEIDOS HOLDINGS INC COMstock | $3,226 | +4.2% | 35 | 0.0% | 0.00% | – | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $1,355 | -5.0% | 19 | 0.0% | 0.00% | – | |
| LEA | LEAR CORP COM NEWstock | $2,684 | -6.5% | 20 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP COMstock | $2,070 | -20.7% | 45 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW COMstock | $224 | -3.9% | 30 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC COMMON STOCKstock | $1,495 | +13.7% | 99 | 0.0% | 0.00% | – | ||
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $3,511 | -3.6% | 13 | 0.0% | 0.00% | – | |
| IXG | ISHARES GLOBAL FINANCIALS ETFetf | $704 | -1.5% | 10 | 0.0% | 0.00% | – | |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $2,973 | +4.8% | 100 | 0.0% | 0.00% | – | |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETFetf | $517 | -5.8% | 21 | 0.0% | 0.00% | – | |
| PBJ | INVESCO FOOD & BEVERAGE ETFetf | $1,059 | -6.8% | 25 | 0.0% | 0.00% | – | |
| HDSN | HUDSON TECHNOLOGIES INC COMstock | $2,660 | +38.3% | 200 | 0.0% | 0.00% | – | |
| URA | GLOBAL X URANIUM ETFetf | $1,352 | +24.6% | 50 | 0.0% | 0.00% | – | |
| GOEX | GLOBAL X GOLD EXPLORERS ETFetf | $1,096 | -9.0% | 50 | 0.0% | 0.00% | – | |
| SIL | GLOBAL X SILVER MINERS ETFetf | $956 | -8.1% | 40 | 0.0% | 0.00% | – | |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $3,354 | -5.5% | 200 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO COMstock | $1,484 | -14.5% | 45 | 0.0% | 0.00% | – | |
| FUBO | FUBOTV INC COMstock | $708 | +28.5% | 265 | 0.0% | 0.00% | – | |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $3,729 | -6.8% | 100 | 0.0% | 0.00% | -100.0% | |
| FLO | FLOWERS FOODS INC COMstock | $2,085 | -10.9% | 94 | 0.0% | 0.00% | – | |
| DIBS | 1STDIBS COM INC COMstock | $728 | -2.7% | 200 | 0.0% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC COMreit | $1,424 | -9.1% | 30 | 0.0% | 0.00% | – | |
| FMC | FMC CORP COM NEWstock | $469 | -35.8% | 7 | 0.0% | 0.00% | – | |
| EXC | EXELON CORP COMstock | $945 | -7.3% | 25 | 0.0% | 0.00% | – | |
| WYNN | WYNN RESORTS LTD COMstock | $1,857 | -12.3% | 20 | 0.0% | 0.00% | – | |
| XEL | XCEL ENERGY INC COMstock | $1,774 | -7.9% | 31 | 0.0% | 0.00% | – | |
| ESS | ESSEX PPTY TR INC COMreit | $3,606 | -9.5% | 17 | 0.0% | 0.00% | -100.0% | |
| ENS | ENERSYS COMstock | $2,840 | -12.8% | 30 | 0.0% | 0.00% | – | |
| ZIMVIE INC COMstock | $480 | -16.2% | 51 | 0.0% | 0.00% | – | ||
| MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $584 | +22.2% | 160 | 0.0% | 0.00% | – | |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $224 | -3.0% | 3 | 0.0% | 0.00% | – | |
| DM | DESKTOP METAL INC COM CL Astock | $256 | -17.4% | 175 | 0.0% | 0.00% | – | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $2,868 | +3.1% | 41 | 0.0% | 0.00% | – | |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $900 | +6.8% | 17 | 0.0% | 0.00% | – | |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $1,605 | -1.4% | 46 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COMstock | $158 | +1.3% | 79 | 0.0% | 0.00% | – | |
| CHS | CHICOS FAS INC COMstock | $2,244 | +39.8% | 300 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $497 | -43.5% | 100 | 0.0% | 0.00% | – | |
| CERE | CEREVEL THERAPEUTICS HLDNG INC COMstock | $2,183 | -31.3% | 100 | 0.0% | 0.00% | – | |
| CANOPY GROWTH CORP COM NEWstock | $35 | +105.9% | 45 | 0.0% | 0.00% | – | ||
| BHF | BRIGHTHOUSE FINL INC COMstock | $538 | +3.3% | 11 | 0.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $3,626 | -24.3% | 220 | 0.0% | 0.00% | -100.0% | |
| NVCR | NOVOCURE LTD ORD SHSstock | $404 | -61.1% | 25 | 0.0% | 0.00% | – | |
| BOX | BOX INC CL Astock | $1,816 | -17.6% | 75 | 0.0% | 0.00% | – | |
| BIG | BIG LOTS INC COMstock | $511 | -42.1% | 100 | 0.0% | 0.00% | – | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $1,699 | +4.9% | 211 | 0.0% | 0.00% | – | |
| AVIDXCHANGE HOLDINGS INC COMstock | $2,844 | -8.7% | 300 | 0.0% | 0.00% | – | ||
| AVNS | AVANOS MED INC COMstock | $991 | -20.8% | 49 | 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.