Anchor Investment Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Anchor Investment Management, LLC reported 1,021 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 4.1% of the portfolio, followed by Visa Class A (V, 3.0%) and Apple (AAPL, 3.0%). Compared with Q3 2024, it opened 27 new positions, sold out of 57, added to 195 and reduced 255. The biggest buy was Watsco (WSO, shares +7911%) and the biggest sale Unitedhealth (UNH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0001634149
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001634149-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 1,021 stocks · $1.1B
| MSFT Microsoft Corp. | 4.06% | 103,217 | $43.5M | Add +2.1% |
| V Visa Inc. Class A | 3.04% | 102,941 | $32.5M | Add +0.0% |
| AAPL Apple Inc. | 3.03% | 129,809 | $32.5M | Add +3.3% |
| SCHX Schwab US Large-Cap ETF | 2.43% | 1,123,127 | $26.0M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.96% | 41,075 | $21.0M | Reduce -4.2% |
| BSCP Invesco Bulletshares 2025 CB | 1.88% | 975,980 | $20.2M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 1.82% | 102,799 | $19.5M | Add +3.3% |
| BSCQ Invesco Bulletshares 2026 CB | 1.77% | 976,260 | $19.0M | Add +6.7% |
| BSCR Invesco Bulletshares 2027 CB | 1.71% | 941,859 | $18.3M | Add +6.7% |
| FCNCA First Citizens Bcshs Class A | 1.68% | 8,543 | $18.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 39,471 | $17.9M | Add +1.3% |
| VGT Vanguard Info Tech ETF | 1.65% | 28,450 | $17.7M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.59% | 89,301 | $17.0M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.50% | 90,731 | $16.1M | Add +2.3% |
| AMZN Amazon.com Inc. | 1.39% | 67,797 | $14.9M | Add +2.4% |
| JNJ Johnson & Johnson | 1.24% | 91,625 | $13.3M | Add +0.8% |
| META Meta Platforms Inc. Class A | 1.09% | 19,990 | $11.7M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 1.08% | 22,972 | $11.6M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 1.05% | 45,663 | $11.3M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.02% | 65,084 | $10.9M | Add +4.1% |
| XOM Exxon Mobil Corp. | 1.02% | 101,277 | $10.9M | Reduce -6.1% |
| LLY Eli Lilly & Co. | 1.01% | 14,045 | $10.8M | Add +0.7% |
| UNP Union Pacific Corp. | 0.93% | 43,733 | $10.0M | Add +1.5% |
| NVDA Nvidia Corp. | 0.91% | 72,523 | $9.7M | Add +10.6% |
| JPM JPMorgan Chase & Co. | 0.90% | 40,297 | $9.7M | Add +0.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.83% | 42,045 | $8.8M | Add +16.8% |
| DUK Duke Energy Corp. | 0.82% | 81,251 | $8.8M | Reduce 0.0% |
| WSO Watsco Inc. | 0.81% | 18,266 | $8.7M | Add +7911.4% |
| MDT Medtronic PLC | 0.80% | 106,884 | $8.5M | Reduce -0.6% |
| FDX FedEx Corp. | 0.75% | 28,390 | $8.0M | Reduce -0.3% |
| RSG Republic Services Inc. | 0.73% | 39,039 | $7.9M | Add +1.4% |
| HD Home Depot Inc. | 0.73% | 20,004 | $7.8M | Add +2.3% |
| KO The Coca-Cola Co. | 0.71% | 121,720 | $7.6M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.70% | 8,182 | $7.5M | Add +2.3% |
| ADBE Adobe Inc. | 0.69% | 16,574 | $7.4M | Add +1.9% |
| WMT Walmart Inc. | 0.69% | 81,544 | $7.4M | Reduce -7.5% |
| FISV Fiserv Inc. | 0.66% | 34,617 | $7.1M | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.66% | 70,639 | $7.0M | Reduce -5.9% |
| ORCL Oracle Corp. | 0.61% | 39,353 | $6.6M | Reduce -6.8% |
| JPST JPMorgan Ultra-Short Income | 0.60% | 126,975 | $6.4M | Add +9.5% |
| SO The Southern Co. | 0.59% | 76,321 | $6.3M | Reduce -0.8% |
| IHI iShares U.S. Medical Devices | 0.58% | 106,522 | $6.2M | Add +2.0% |
| ABT Abbott Laboratories | 0.57% | 53,774 | $6.1M | Reduce -0.8% |
| WM Waste Management Inc. | 0.56% | 29,906 | $6.0M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 11,465 | $6.0M | Add +0.9% |
| CVX Chevron Corp. | 0.55% | 40,794 | $5.9M | Reduce -12.0% |
| NFLX Netflix Inc. | 0.55% | 6,568 | $5.9M | Reduce -7.6% |
| SHW The Sherwin-Williams Co. | 0.54% | 16,933 | $5.8M | Reduce -0.4% |
| SCHM Schwab US Mid Cap ETF | 0.52% | 201,941 | $5.6M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 0.52% | 10,318 | $5.6M | Add +1.4% |
| PM Philip Morris International | 0.51% | 45,247 | $5.4M | Reduce -1.7% |
| QCOM Qualcomm Inc. | 0.51% | 35,431 | $5.4M | Add +2.1% |
| UPS United Parcel Service Class B | 0.48% | 41,103 | $5.2M | Reduce -3.5% |
| ENB Enbridge Inc. | 0.47% | 119,576 | $5.1M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.47% | 21,832 | $5.1M | Reduce -8.3% |
| CAT Caterpillar Inc. | 0.47% | 13,852 | $5.0M | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 44,147 | $4.9M | Add +6.5% |
| MCK McKesson Corp. | 0.46% | 8,611 | $4.9M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.45% | 9,224 | $4.9M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 8,101 | $4.7M | Add +1.3% |
| VZ Verizon Communications Inc. | 0.44% | 117,132 | $4.7M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.43% | 59,409 | $4.6M | Add +1.4% |
| GLW Corning Inc. | 0.43% | 96,794 | $4.6M | Reduce -3.2% |
| ADP Automatic Data Processing | 0.42% | 15,354 | $4.5M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.40% | 14,818 | $4.3M | Add +5.2% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 161,548 | $4.2M | Reduce -2.0% |
| GBDC Golub Capital BDC Inc. | 0.39% | 274,115 | $4.2M | No change |
| FTNT Fortinet Inc. | 0.37% | 42,337 | $4.0M | Reduce -7.9% |
| NEE Nextera Energy Inc. | 0.36% | 54,362 | $3.9M | Add +4.2% |
| VFH Vanguard Financials ETF | 0.36% | 33,001 | $3.9M | Reduce -2.6% |
| SOXX iShares Semiconductor ETF | 0.36% | 17,991 | $3.9M | Add +4.4% |
| VCR Vanguard Consumer Discre ETF | 0.36% | 10,246 | $3.8M | Add +0.5% |
| EMR Emerson Electric Co. | 0.35% | 30,657 | $3.8M | Add +0.1% |
| VHT Vanguard Health Care ETF | 0.35% | 14,775 | $3.7M | Add +2.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.35% | 52,716 | $3.7M | Add +5.3% |
| VDE Vanguard Energy ETF | 0.35% | 30,603 | $3.7M | Add +5.4% |
| PFE Pfizer Inc. | 0.34% | 138,464 | $3.7M | Reduce -2.6% |
| AZO AutoZone Inc. | 0.34% | 1,138 | $3.6M | Add +3.5% |
| UNM Unum Group | 0.34% | 49,403 | $3.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 81,324 | $3.6M | Reduce -5.8% |
| SYK Stryker Corp. | 0.33% | 9,861 | $3.6M | Reduce -1.1% |
| GSIE Goldman Sachs Activebeta Int | 0.32% | 104,067 | $3.5M | Add +7.5% |
| TSLA Tesla Inc. | 0.32% | 8,396 | $3.4M | Reduce -15.3% |
| NSC Norfolk Southern Corp. | 0.31% | 14,217 | $3.3M | Reduce -0.3% |
| K Kellanova | 0.31% | 41,097 | $3.3M | Reduce -0.7% |
| GEM Goldman Sachs Activebeta Em | 0.31% | 103,506 | $3.3M | Add +3.8% |
| TFC Truist Financial Corp. | 0.31% | 76,023 | $3.3M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 11,343 | $3.3M | Reduce -9.7% |
| CSCO Cisco Systems Inc. | 0.31% | 55,370 | $3.3M | Reduce -1.5% |
| LPLA LPL Financial Holdings Inc. | 0.30% | 9,697 | $3.2M | Add +0.3% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 115,007 | $3.1M | Reduce -0.5% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 53,799 | $3.1M | Reduce -0.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.29% | 27,640 | $3.1M | Add +2.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.29% | 16,581 | $3.1M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.29% | 20,143 | $3.1M | Reduce -16.0% |
| EW Edwards Lifesciences Corp. | 0.29% | 41,347 | $3.1M | Add +12.6% |
| BKNG Booking Holdings Inc. | 0.28% | 604 | $3.0M | Add +30.4% |
| PYPL PayPal Holdings Inc. | 0.28% | 34,826 | $3.0M | Reduce -1.1% |
| CPK Chesapeake Utilities Corp. | 0.27% | 24,212 | $2.9M | Add +3.1% |
| ORLY O'reilly Automotive Inc. | 0.27% | 2,460 | $2.9M | Reduce -0.7% |
Options reported separately and not counted above: PFE calls ($27K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 21 | $2K | New |
Lines left out (1) · $135 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EG Everest Group Ltd. | COM | 0 | $135 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -1.4% | 1.08% | −0.20 |
| XOM Exxon Mobil Corp. | Reduce -6.1% | 1.02% | −0.18 |
| MRK Merck & Co. Inc. | Reduce -5.9% | 0.66% | −0.15 |
| MDT Medtronic PLC | Reduce -0.6% | 0.80% | −0.12 |
| PEP Pepsico Inc. | Reduce -16.0% | 0.29% | −0.10 |
| CVX Chevron Corp. | Reduce -12.0% | 0.55% | −0.09 |
| ACN Accenture PLC Class A | Reduce -43.5% | 0.11% | −0.09 |
| ADM Archer-Daniels-Midland Co. | Reduce -13.5% | 0.20% | −0.08 |
| SHW The Sherwin-Williams Co. | Reduce -0.4% | 0.54% | −0.08 |
| SO The Southern Co. | Reduce -0.8% | 0.59% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -13.2% | 0.23% | −0.07 |
| DUK Duke Energy Corp. | Reduce 0.0% | 0.82% | −0.07 |
| ORCL Oracle Corp. | Reduce -6.8% | 0.61% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 0.44% | −0.07 |
| UPS United Parcel Service Class B | Reduce -3.5% | 0.48% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -15.5% | 0.21% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -7.5% | 0.18% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.8% | 0.22% | −0.06 |
| DHR Danaher Corp. | Reduce -17.9% | 0.11% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 0.20% | −0.05 |
| SJM The JM Smucker Co. | Reduce -14.4% | 0.17% | −0.05 |
| GD General Dynamics Corp. | Reduce -21.3% | 0.10% | −0.05 |
| PFE Pfizer Inc. | Reduce -2.6% | 0.34% | −0.05 |
| UL Unilever PLC | Reduce -3.6% | 0.22% | −0.04 |
| GSK GSK PLC-Spon ADR | Reduce -8.1% | 0.13% | −0.04 |
| INTC Intel Corp. | Reduce -20.4% | 0.08% | −0.04 |
| CVS CVS Health Corp. | Reduce -15.9% | 0.05% | −0.03 |
| MELI MercadoLibre Inc. | Reduce -8.1% | 0.09% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.7% | 0.31% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.1% | 0.52% | −0.03 |
| CSX CSX Corp. | Reduce -2.3% | 0.26% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -22.8% | 0.19% | −0.03 |
| SON Sonoco Products Co. | Reduce -0.3% | 0.20% | −0.03 |
| WM Waste Management Inc. | Reduce -0.6% | 0.56% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -9.8% | 0.10% | −0.03 |
| PHM Pultegroup Inc. | Reduce -6.3% | 0.06% | −0.03 |
| SBUX Starbucks Corp. | Reduce -16.1% | 0.09% | −0.03 |
| MCO Moody's Corp. | Reduce -17.0% | 0.11% | −0.02 |
| TSCO Tractor Supply Company | Reduce -1.3% | 0.20% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.8% | 0.18% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -0.3% | 0.31% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -14.8% | 0.10% | −0.02 |
| AFL Aflac Inc. | Reduce -0.5% | 0.20% | −0.02 |
| PM Philip Morris International | Reduce -1.7% | 0.51% | −0.02 |
| HUM Humana Inc. | Reduce -4.4% | 0.06% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.2% | 0.10% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -11.2% | 0.05% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -1.6% | 0.07% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.2% | 1.96% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.57% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| WSO Watsco Inc. | Add +7911.4% | 0.81% | +0.80 |
| V Visa Inc. Class A | Add +0.0% | 3.04% | +0.37 |
| AAPL Apple Inc. | Add +3.3% | 3.03% | +0.27 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 1.82% | +0.26 |
| AMZN Amazon.com Inc. | Add +2.4% | 1.39% | +0.22 |
| NVDA Nvidia Corp. | Add +10.6% | 0.91% | +0.16 |
| QQQM Invesco Nasdaq 100 ETF | Add +16.8% | 0.83% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.90% | +0.10 |
| BKNG Booking Holdings Inc. | Add +30.4% | 0.28% | +0.10 |
| LULU Lululemon Athletica Inc. | Add +24.2% | 0.20% | +0.09 |
| LPLA LPL Financial Holdings Inc. | Add +0.3% | 0.30% | +0.08 |
| DIS The Walt Disney Co. | Add +6.5% | 0.46% | +0.08 |
| BSCQ Invesco Bulletshares 2026 CB | Add +6.7% | 1.77% | +0.08 |
| BSCR Invesco Bulletshares 2027 CB | Add +6.7% | 1.71% | +0.07 |
| BSX Boston Scientific Corp. | Add +4523.9% | 0.07% | +0.07 |
| BSCP Invesco Bulletshares 2025 CB | Add +4.8% | 1.88% | +0.07 |
| SPGI S&P Global Inc. | Add +50.6% | 0.21% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +12.6% | 0.29% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +9.2% | 0.25% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +18.8% | 0.22% | +0.04 |
| DG Dollar General Corp. | Add +47.2% | 0.18% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +9.5% | 0.60% | +0.04 |
| SNPS Synopsys Inc. | Add +35.9% | 0.18% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +24.8% | 0.24% | +0.04 |
| EMR Emerson Electric Co. | Add +0.1% | 0.35% | +0.04 |
| VCR Vanguard Consumer Discre ETF | Add +0.5% | 0.36% | +0.03 |
| COST Costco Wholesale Corp. | Add +2.3% | 0.70% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +28.4% | 0.15% | +0.03 |
| RTX RTX Corp. | Add +21.7% | 0.20% | +0.03 |
| VOX Vanguard Communication Servi | Add +4.1% | 0.26% | +0.02 |
| AXP American Express Co. | Add +1.5% | 0.25% | +0.02 |
| WDAY Workday Inc. Class A | Add +10.4% | 0.17% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.4% | 0.09% | +0.02 |
| BAX Baxter International Inc. | Add +79.2% | 0.06% | +0.01 |
| MKL Markel Group Inc. | Add +132.8% | 0.02% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +2.1% | 0.29% | +0.01 |
| AZO AutoZone Inc. | Add +3.5% | 0.34% | +0.01 |
| RSPG Invesco S&P 500 Equal Weight | Add +129.1% | 0.02% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 0.52% | +0.01 |
| BA The Boeing Co. | Add +0.8% | 0.09% | +0.01 |
| MTBA Simplify MBS ETF | Add +12.8% | 0.16% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +4.0% | 0.15% | +0.01 |
| VDE Vanguard Energy ETF | Add +5.4% | 0.35% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 0.44% | +0.01 |
| WMB Williams Cos Inc. | Add +16.4% | 0.03% | +0.01 |
| CLS Celestica Inc. | Add +1134.6% | 0.01% | +0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +134.9% | 0.01% | +0.01 |
| PHYL Pgim Active High Yield Bond | New | 0.01% | +0.01 |
| WDFC WD-40 Co. | Add +3400.0% | 0.01% | +0.01 |
| FUN Six Flags Entertainment Corp. | New | 0.01% | +0.01 |
Notes & Other Activity Q3 2024 → Q4 2024
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | New | 21 | $2K |
| MTB M & T Bank Corp. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,205 | $1.3B | MSFT, AAPL, V, GOOG, SCHX |
| Q1 2026 | 1,064 | $1.2B | MSFT, AAPL, V, SCHX, GOOG |
| Q4 2025 | 1,043 | $1.2B | MSFT, V, AAPL, GOOG, SCHX |
| Q3 2025 | 1,060 | $1.2B | MSFT, V, AAPL, SCHX, GOOG |
| Q2 2025 | 1,043 | $1.1B | MSFT, V, AAPL, SCHX, FCNCA |
| Q1 2025 | 1,038 | $1.1B | MSFT, V, AAPL, SCHX, BSCR |
| Q4 2024 | 1,021 | $1.1B | MSFT, V, AAPL, SCHX, QQQ |
| Q3 2024 | 1,049 | $1.1B | MSFT, AAPL, V, SCHX, QQQ |
| Q2 2024 | 1,002 | $971.8M | MSFT, V, AAPL, SCHX, QQQ |
| Q1 2024 | 1,031 | $954.1M | MSFT, V, AAPL, SCHX, QQQ |