Anchor Investment Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 20, 2025), Anchor Investment Management, LLC reported 1,038 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 3.7% of the portfolio, followed by Visa Class A (V, 3.5%) and Apple (AAPL, 2.8%). Compared with Q4 2024, it opened 36 new positions, sold out of 19, added to 215 and reduced 181. The biggest buy was Invesco Bulletshares 2028 CB (BSCS, shares +12092%) and the biggest sale Invesco Bulletshares 2025 CB (BSCP, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0001634149
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001634149-25-000003 ↗ filed May 20, 2025
Holdings Value
Holdings 1,038 stocks · $1.1B
| MSFT Microsoft Corp. | 3.68% | 105,030 | $39.4M | Add +1.8% |
| V Visa Inc. Class A | 3.50% | 107,100 | $37.5M | Add +4.0% |
| AAPL Apple Inc. | 2.81% | 135,648 | $30.1M | Add +4.5% |
| SCHX Schwab US Large-Cap ETF | 2.33% | 1,133,017 | $25.0M | Add +0.9% |
| BSCR Invesco Bulletshares 2027 CB | 1.91% | 1,046,203 | $20.5M | Add +11.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.85% | 37,326 | $19.9M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.83% | 41,755 | $19.6M | Add +1.7% |
| BSCQ Invesco Bulletshares 2026 CB | 1.80% | 992,493 | $19.3M | Add +1.7% |
| BSCS Invesco Bulletshares 2028 CB | 1.77% | 934,159 | $19.0M | Add +12092.1% |
| ABBV Abbvie Inc. | 1.66% | 84,926 | $17.8M | Reduce -6.4% |
| GOOGL Alphabet Inc. Class A | 1.51% | 104,476 | $16.2M | Add +1.6% |
| FCNCA First Citizens Bcshs Class A | 1.46% | 8,451 | $15.7M | Reduce -1.1% |
| VGT Vanguard Info Tech ETF | 1.46% | 28,837 | $15.6M | Add +1.4% |
| JNJ Johnson & Johnson | 1.33% | 86,258 | $14.3M | Reduce -5.9% |
| GOOG Alphabet Inc. Class C | 1.32% | 90,936 | $14.2M | Add +1.8% |
| AMZN Amazon.com Inc. | 1.24% | 69,876 | $13.3M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 1.15% | 23,542 | $12.3M | Add +2.5% |
| XOM Exxon Mobil Corp. | 1.13% | 102,018 | $12.1M | Add +0.7% |
| LLY Eli Lilly & Co. | 1.08% | 14,016 | $11.6M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.06% | 19,761 | $11.4M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 1.03% | 65,106 | $11.1M | Add +0.0% |
| LOW Lowe's Cos Inc. | 0.99% | 45,492 | $10.6M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.96% | 43,643 | $10.3M | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.93% | 81,521 | $9.9M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.91% | 39,963 | $9.8M | Reduce -0.8% |
| MDT Medtronic PLC | 0.90% | 106,996 | $9.6M | Add +0.1% |
| RSG Republic Services Inc. | 0.89% | 39,333 | $9.5M | Add +0.8% |
| WSO Watsco Inc. | 0.87% | 18,266 | $9.3M | No change |
| KO The Coca-Cola Co. | 0.81% | 121,088 | $8.7M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.81% | 79,799 | $8.6M | Add +10.0% |
| COST Costco Wholesale Corp. | 0.73% | 8,280 | $7.8M | Add +1.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.73% | 40,400 | $7.8M | Reduce -3.9% |
| FISV Fiserv Inc. | 0.71% | 34,568 | $7.6M | Reduce -0.1% |
| HD Home Depot Inc. | 0.69% | 20,060 | $7.4M | Add +0.3% |
| JPST JPMorgan Ultra-Short Income | 0.67% | 141,912 | $7.2M | Add +11.8% |
| PM Philip Morris International | 0.67% | 45,195 | $7.2M | Reduce -0.1% |
| WMT Walmart Inc. | 0.67% | 81,698 | $7.2M | Add +0.2% |
| ABT Abbott Laboratories | 0.66% | 53,225 | $7.1M | Reduce -1.0% |
| SO The Southern Co. | 0.64% | 74,983 | $6.9M | Reduce -1.8% |
| CVX Chevron Corp. | 0.64% | 41,126 | $6.9M | Add +0.8% |
| WM Waste Management Inc. | 0.64% | 29,554 | $6.8M | Reduce -1.2% |
| FDX FedEx Corp. | 0.63% | 27,611 | $6.7M | Reduce -2.7% |
| ADBE Adobe Inc. | 0.60% | 16,782 | $6.4M | Add +1.3% |
| IHI iShares U.S. Medical Devices | 0.60% | 106,797 | $6.4M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.59% | 69,985 | $6.3M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.58% | 40,249 | $6.2M | Add +13.6% |
| NFLX Netflix Inc. | 0.57% | 6,498 | $6.1M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 0.56% | 17,152 | $6.0M | Add +1.3% |
| MCK McKesson Corp. | 0.54% | 8,617 | $5.8M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 11,622 | $5.8M | Add +1.4% |
| ORCL Oracle Corp. | 0.52% | 39,712 | $5.6M | Add +0.9% |
| SCHM Schwab US Mid Cap ETF | 0.50% | 203,737 | $5.3M | Add +0.9% |
| VZ Verizon Communications Inc. | 0.50% | 117,635 | $5.3M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.49% | 10,281 | $5.3M | Reduce -0.4% |
| ENB Enbridge Inc. | 0.49% | 117,643 | $5.2M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.47% | 9,267 | $5.1M | Add +0.5% |
| ADP Automatic Data Processing | 0.44% | 15,400 | $4.7M | Add +0.3% |
| MCD McDonald's Corp. | 0.44% | 14,940 | $4.7M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 8,087 | $4.5M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.42% | 56,992 | $4.5M | Reduce -4.1% |
| GLW Corning Inc. | 0.41% | 96,863 | $4.4M | Add +0.1% |
| UPS United Parcel Service Class B | 0.41% | 40,173 | $4.4M | Reduce -2.3% |
| AZO AutoZone Inc. | 0.41% | 1,147 | $4.4M | Add +0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.41% | 55,879 | $4.4M | Add +6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 43,402 | $4.3M | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.40% | 12,872 | $4.2M | Reduce -7.1% |
| GBDC Golub Capital BDC Inc. | 0.39% | 279,423 | $4.2M | Add +1.9% |
| VHT Vanguard Health Care ETF | 0.39% | 15,730 | $4.2M | Add +6.5% |
| FTNT Fortinet Inc. | 0.39% | 43,153 | $4.2M | Add +1.9% |
| VDE Vanguard Energy ETF | 0.38% | 31,247 | $4.1M | Add +2.1% |
| UNM Unum Group | 0.38% | 49,403 | $4.0M | No change |
| VFH Vanguard Financials ETF | 0.37% | 33,270 | $4.0M | Add +0.8% |
| GSIE Goldman Sachs Activebeta Int | 0.36% | 108,989 | $3.9M | Add +4.7% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 163,863 | $3.8M | Add +1.4% |
| NEE Nextera Energy Inc. | 0.34% | 51,718 | $3.7M | Reduce -4.9% |
| SYK Stryker Corp. | 0.34% | 9,785 | $3.6M | Reduce -0.8% |
| GEM Goldman Sachs Activebeta Em | 0.34% | 109,283 | $3.6M | Add +5.6% |
| ORLY O'reilly Automotive Inc. | 0.33% | 2,455 | $3.5M | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 0.32% | 18,399 | $3.5M | Add +2.3% |
| AVGO Broadcom Inc. | 0.32% | 20,592 | $3.4M | Reduce -5.7% |
| NSC Norfolk Southern Corp. | 0.32% | 14,476 | $3.4M | Add +1.8% |
| K Kellanova | 0.32% | 41,215 | $3.4M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 81,380 | $3.4M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.32% | 54,943 | $3.4M | Reduce -0.8% |
| VCR Vanguard Consumer Discre ETF | 0.32% | 10,383 | $3.4M | Add +1.3% |
| PFE Pfizer Inc. | 0.31% | 133,115 | $3.4M | Reduce -3.9% |
| EMR Emerson Electric Co. | 0.31% | 30,624 | $3.4M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.31% | 22,062 | $3.3M | Add +9.5% |
| VGSH Vanguard Short-Term Treasury | 0.30% | 54,969 | $3.2M | Add +2.2% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 114,537 | $3.2M | Reduce -0.4% |
| LPLA LPL Financial Holdings Inc. | 0.30% | 9,771 | $3.2M | Add +0.8% |
| CPK Chesapeake Utilities Corp. | 0.29% | 24,577 | $3.2M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 11,353 | $3.1M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.29% | 17,050 | $3.1M | Add +43.1% |
| EW Edwards Lifesciences Corp. | 0.28% | 41,740 | $3.0M | Add +0.9% |
| TFC Truist Financial Corp. | 0.28% | 73,387 | $3.0M | Reduce -3.5% |
| VNQ Vanguard Real Estate ETF | 0.27% | 31,708 | $2.9M | Add +2.2% |
| ELV Elevance Health Inc. | 0.26% | 6,490 | $2.8M | Reduce -12.3% |
| BKNG Booking Holdings Inc. | 0.26% | 611 | $2.8M | Add +1.2% |
| VOX Vanguard Communication Servi | 0.25% | 18,182 | $2.7M | Add +2.1% |
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 | No change |
Lines left out (1) · $136 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EG Everest Group Ltd. | COM | 0 | $136 |
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 Q4 2024 → Q1 2025
| BSCP Invesco Bulletshares 2025 CB | Reduce -100.0% | 0.00% | −1.88 |
| FCNCA First Citizens Bcshs Class A | Reduce -1.1% | 1.46% | −0.22 |
| AVGO Broadcom Inc. | Reduce -5.7% | 0.32% | −0.15 |
| FDX FedEx Corp. | Reduce -2.7% | 0.63% | −0.12 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.9% | 0.73% | −0.10 |
| TDG Transdigm Group Inc. | Reduce -94.7% | 0.01% | −0.09 |
| CAT Caterpillar Inc. | Reduce -7.1% | 0.40% | −0.07 |
| UPS United Parcel Service Class B | Reduce -2.3% | 0.41% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.59% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 0.99% | −0.06 |
| DIS The Walt Disney Co. | Reduce -1.7% | 0.40% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -20.6% | 0.11% | −0.04 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.31% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 1.06% | −0.03 |
| PFE Pfizer Inc. | Reduce -3.9% | 0.31% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.9% | 0.12% | −0.03 |
| TFC Truist Financial Corp. | Reduce -3.5% | 0.28% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.49% | −0.03 |
| CSX CSX Corp. | Reduce -0.1% | 0.24% | −0.02 |
| CLX Clorox Company | Reduce -6.0% | 0.14% | −0.02 |
| AMGN Amgen Inc. | Reduce -28.4% | 0.13% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -0.6% | 0.17% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -4.9% | 0.34% | −0.02 |
| IGRO iShares Intl Div Growth ETF | Reduce -16.5% | 0.17% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.42% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -13.3% | 0.11% | −0.02 |
| CNP Centerpoint Energy Inc. | Reduce -82.1% | 0.00% | −0.02 |
| TQQQ Proshares Ultrapro QQQ | Reduce -67.7% | 0.01% | −0.02 |
| SON Sonoco Products Co. | Reduce -4.5% | 0.18% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.1% | 0.42% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.4% | 0.15% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -3.1% | 0.22% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -81.4% | 0.00% | −0.01 |
| QLD Proshares Ultra QQQ | Reduce -27.0% | 0.01% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -0.5% | 0.04% | −0.01 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.01 |
| SWKS Skyworks Solutions Inc. | Reduce -1.0% | 0.02% | −0.01 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -4.2% | 0.07% | −0.01 |
| SPGI S&P Global Inc. | Reduce -5.2% | 0.21% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -6.5% | 0.04% | −0.01 |
| BLK BlackRock Inc. | Reduce -1.3% | 0.07% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.7% | 0.10% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.2% | 0.07% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -4.0% | 0.04% | −0.01 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | Sold out | 0.00% | −0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -11.1% | 0.11% | −0.01 |
| CCAP Crescent Capital BDC Inc. | Reduce -6.0% | 0.03% | −0.01 |
| IFF Intl Flavors & Fragrances | Reduce -3.0% | 0.04% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.07% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BSCS Invesco Bulletshares 2028 CB | Add +12092.1% | 1.77% | +1.76 |
| V Visa Inc. Class A | Add +4.0% | 3.50% | +0.46 |
| BSCR Invesco Bulletshares 2027 CB | Add +11.1% | 1.91% | +0.20 |
| RSG Republic Services Inc. | Add +0.8% | 0.89% | +0.16 |
| XOM Exxon Mobil Corp. | Add +0.7% | 1.13% | +0.12 |
| DUK Duke Energy Corp. | Add +0.3% | 0.93% | +0.11 |
| MDT Medtronic PLC | Add +0.1% | 0.90% | +0.10 |
| CVX Chevron Corp. | Add +0.8% | 0.64% | +0.09 |
| MCK McKesson Corp. | Add +0.1% | 0.54% | +0.08 |
| BX Blackstone Inc. | Add +275.4% | 0.12% | +0.08 |
| TXN Texas Instruments Inc. | Add +43.1% | 0.29% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +11.8% | 0.67% | +0.07 |
| QCOM Qualcomm Inc. | Add +13.6% | 0.58% | +0.07 |
| AZO AutoZone Inc. | Add +0.8% | 0.41% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +2.5% | 1.15% | +0.07 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.50% | +0.06 |
| DHR Danaher Corp. | Add +73.7% | 0.16% | +0.06 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +6.0% | 0.41% | +0.06 |
| UBER Uber Technologies Inc. | Add +9.2% | 0.23% | +0.06 |
| T AT&T Inc. | Add +36.6% | 0.13% | +0.06 |
| GE General Electric | Add +2.3% | 0.22% | +0.04 |
| GSIE Goldman Sachs Activebeta Int | Add +4.7% | 0.36% | +0.04 |
| VHT Vanguard Health Care ETF | Add +6.5% | 0.39% | +0.04 |
| DG Dollar General Corp. | Add +2.6% | 0.22% | +0.03 |
| MCD McDonald's Corp. | Add +0.8% | 0.44% | +0.03 |
| MU Micron Technology Inc. | Add +55.3% | 0.09% | +0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.7% | 1.80% | +0.03 |
| VDE Vanguard Energy ETF | Add +2.1% | 0.38% | +0.03 |
| COST Costco Wholesale Corp. | Add +1.2% | 0.73% | +0.03 |
| GEM Goldman Sachs Activebeta Em | Add +5.6% | 0.34% | +0.03 |
| HCA HCA Healthcare Inc. | Add +2162.2% | 0.03% | +0.03 |
| VLO Valero Energy Corp. | Add +8.5% | 0.18% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +6.5% | 0.17% | +0.02 |
| MTBA Simplify MBS ETF | Add +13.4% | 0.18% | +0.02 |
| PEP Pepsico Inc. | Add +9.5% | 0.31% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +5.4% | 0.22% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.19% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +1.5% | 0.23% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +1.3% | 0.56% | +0.02 |
| DOC Healthpeak Properties Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.47% | +0.02 |
| CPK Chesapeake Utilities Corp. | Add +1.5% | 0.29% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.9% | 0.07% | +0.02 |
| IHI iShares U.S. Medical Devices | Add +0.3% | 0.60% | +0.02 |
| ADP Automatic Data Processing | Add +0.3% | 0.44% | +0.02 |
| SJM The JM Smucker Co. | Add +3.7% | 0.19% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +0.4% | 0.13% | +0.02 |
| OHI Omega Healthcare Investors | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | Add +0.0% | 1.03% | +0.02 |
| MELI MercadoLibre Inc. | Add +1.6% | 0.11% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| PFE Pfizer Inc. | call | Sold out | 1,000 | $27Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| EXR Extra Space Storage Inc. | COM | Reduce -100.0% | 0 | $0 |
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 |