Anchor Investment Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.2T
Holdings
1,065
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,065 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP COM | 103,060 | $53.4B | 4.42% | |
| 2 | VVISA INC COM CL A | 106,963 | $36.5B | 3.02% | |
| 3 | AAPLAPPLE INC COM | 133,320 | $33.9B | 2.81% | |
| 4 | SCHXSCHWAB U.S. LARGE-CAP ETF | 1,154,986 | $30.4B | 2.52% | |
| 5 | GOOGALPHABET INC CAP STK CL C | 111,711 | $27.2B | 2.25% | |
| 6 | NDQINVESCO QQQ TRUST SERIES I | 38,892 | $23.3B | 1.93% | |
| 7 | FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | 13,031 | $23.3B | 1.93% | |
| 8 | BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 1,128,884 | $22.3B | 1.84% | |
| 9 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 29,553 | $22.1B | 1.83% | |
| 10 | GOOGLALPHABET INC CAP STK CL A | 87,067 | $21.2B | 1.75% | |
| 11 | BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1,005,320 | $20.7B | 1.71% | |
| 12 | BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 1,044,115 | $20.4B | 1.69% | |
| 13 | ABBVABBVIE INC COM | 84,661 | $19.6B | 1.62% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 37,721 | $19.0B | 1.57% | |
| 15 | JNJJOHNSON & JOHNSON COM | 88,654 | $16.4B | 1.36% | |
| 16 | AMZNAMAZON COM INC COM | 72,954 | $16.0B | 1.33% | |
| 17 | NVDANVIDIA CORPORATION COM | 82,325 | $15.4B | 1.27% | |
| 18 | METAMETA PLATFORMS INC CL A | 19,222 | $14.1B | 1.17% | |
| 19 | JPMJPMORGAN CHASE & CO. COM | 41,559 | $13.1B | 1.09% | |
| 20 | ORCLORACLE CORP COM | 42,725 | $12.0B | 1.00% | |
| 21 | LOWLOWES COS INC COM | 46,399 | $11.7B | 0.97% | |
| 22 | XOMEXXON MOBIL CORP COM | 101,640 | $11.5B | 0.95% | |
| 23 | LLYELI LILLY & CO COM | 14,250 | $10.9B | 0.90% | |
| 24 | UNPUNION PAC CORP COM | 44,383 | $10.5B | 0.87% | |
| 25 | QQQMINVESCO NASDAQ 100 ETF | 42,072 | $10.4B | 0.86% | |
| 26 | MDTMEDTRONIC PLC SHS | 108,573 | $10.3B | 0.86% | |
| 27 | DUKDUKE ENERGY CORP NEW COM NEW | 82,336 | $10.2B | 0.84% | |
| 28 | PGPROCTER AND GAMBLE CO COM | 60,754 | $9.3B | 0.77% | |
| 29 | UNHUNITEDHEALTH GROUP INC COM | 25,470 | $8.8B | 0.73% | |
| 30 | RSGREPUBLIC SVCS INC COM | 37,146 | $8.5B | 0.71% | |
| 31 | HDHOME DEPOT INC COM | 20,521 | $8.3B | 0.69% | |
| 32 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 162,995 | $8.3B | 0.68% | |
| 33 | WMTWALMART INC COM | 76,776 | $7.9B | 0.66% | |
| 34 | KOCOCA COLA CO COM | 118,716 | $7.9B | 0.65% | |
| 35 | NFLXNETFLIX INC COM | 6,481 | $7.8B | 0.64% | |
| 36 | COSTCOSTCO WHSL CORP NEW COM | 8,287 | $7.7B | 0.64% | |
| 37 | AVGOBROADCOM INC COM | 23,243 | $7.7B | 0.64% | |
| 38 | WSOWATSCO INC COM | 18,266 | $7.4B | 0.61% | |
| 39 | GLWCORNING INC COM | 88,618 | $7.3B | 0.60% | |
| 40 | SOSOUTHERN CO COM | 75,299 | $7.1B | 0.59% | |
| 41 | ABTABBOTT LABS COM | 53,119 | $7.1B | 0.59% | |
| 42 | 4I1PHILIP MORRIS INTL INC COM | 41,907 | $6.8B | 0.56% | |
| 43 | MCKMCKESSON CORP COM | 8,592 | $6.6B | 0.55% | |
| 44 | CVXCHEVRON CORP NEW COM | 42,636 | $6.6B | 0.55% | |
| 45 | WMWASTE MGMT INC DEL COM | 29,307 | $6.5B | 0.54% | |
| 46 | IHIISHARES U.S. MEDICAL DEVICES ETF | 107,398 | $6.5B | 0.53% | |
| 47 | FDXFEDEX CORP COM | 26,654 | $6.3B | 0.52% | |
| 48 | CATCATERPILLAR INC COM | 13,133 | $6.3B | 0.52% | |
| 49 | SCHMSCHWAB U.S. MID-CAP ETF | 204,874 | $6.1B | 0.50% | |
| 50 | VOOVANGUARD S&P 500 ETF | 9,826 | $6.0B | 0.50% | |
| 51 | SHWSHERWIN WILLIAMS CO COM | 17,368 | $6.0B | 0.50% | |
| 52 | ENBENBRIDGE INC COM | 114,308 | $5.8B | 0.48% | |
| 53 | QCOMQUALCOMM INC COM | 34,296 | $5.7B | 0.47% | |
| 54 | MRKMERCK & CO INC COM | 67,413 | $5.7B | 0.47% | |
| 55 | MAMASTERCARD INCORPORATED CL A | 9,609 | $5.5B | 0.45% | |
| 56 | SPYSPDR S&P 500 ETF TRUST | 8,064 | $5.4B | 0.45% | |
| 57 | SOXXISHARES SEMICONDUCTOR ETF | 19,683 | $5.3B | 0.44% | |
| 58 | BACVERIZON COMMUNICATIONS INC COM | 117,754 | $5.2B | 0.43% | |
| 59 | EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | 60,798 | $5.2B | 0.43% | |
| 60 | ADBEADOBE INC COM | 14,579 | $5.1B | 0.43% | |
| 61 | GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | 124,319 | $5.1B | 0.42% | |
| 62 | AZOAUTOZONE INC COM | 1,131 | $4.9B | 0.40% | |
| 63 | GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 116,739 | $4.8B | 0.40% | |
| 64 | SCHASCHWAB U.S. SMALL-CAP ETF | 169,598 | $4.7B | 0.39% | |
| 65 | DISDISNEY WALT CO COM | 39,560 | $4.5B | 0.38% | |
| 66 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 55,716 | $4.5B | 0.37% | |
| 67 | MCDMCDONALDS CORP COM | 14,628 | $4.4B | 0.37% | |
| 68 | ADPAUTOMATIC DATA PROCESSING INC COM | 15,098 | $4.4B | 0.37% | |
| 69 | VFHVANGUARD FINANCIALS ETF | 33,593 | $4.4B | 0.37% | |
| 70 | VDEVANGUARD ENERGY ETF | 34,899 | $4.4B | 0.36% | |
| 71 | FISVFISERV INC COM | 33,724 | $4.3B | 0.36% | |
| 72 | NSCNORFOLK SOUTHN CORP COM | 14,378 | $4.3B | 0.36% | |
| 73 | TSCOTRACTOR SUPPLY CO COM | 75,517 | $4.3B | 0.36% | |
| 74 | VHTVANGUARD HEALTH CARE ETF | 16,533 | $4.3B | 0.36% | |
| 75 | VCRVANGUARD CONSUMER DISCRETIONARY ETF | 10,711 | $4.2B | 0.35% | |
| 76 | EMREMERSON ELEC CO COM | 31,387 | $4.1B | 0.34% | |
| 77 | NEENEXTERA ENERGY INC COM | 53,683 | $4.1B | 0.34% | |
| 78 | BACBANK AMERICA CORP COM | 78,063 | $4.0B | 0.33% | |
| 79 | TSLATESLA INC COM | 8,968 | $4.0B | 0.33% | |
| 80 | FTNTFORTINET INC COM | 46,773 | $3.9B | 0.33% | |
| 81 | GBDCGOLUB CAP BDC INC COM | 285,575 | $3.9B | 0.32% | |
| 82 | ORLYOREILLY AUTOMOTIVE INC COM | 36,040 | $3.9B | 0.32% | |
| 83 | VUGVANGUARD GROWTH ETF | 8,084 | $3.9B | 0.32% | |
| 84 | FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 17,097 | $3.8B | 0.31% | |
| 85 | GSGOLDMAN SACHS GROUP INC COM | 4,732 | $3.8B | 0.31% | |
| 86 | CSCOCISCO SYS INC COM | 53,914 | $3.7B | 0.31% | |
| 87 | VTVVANGUARD VALUE ETF | 19,063 | $3.6B | 0.29% | |
| 88 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 129,369 | $3.5B | 0.29% | |
| 89 | VOXVANGUARD COMMUNICATION SERVICES ETF | 18,760 | $3.5B | 0.29% | |
| 90 | VTIVANGUARD TOTAL STOCK MARKET ETF | 10,613 | $3.5B | 0.29% | |
| 91 | SYKSTRYKER CORPORATION COM | 9,420 | $3.5B | 0.29% | |
| 92 | GEGE AEROSPACE COM NEW | 11,543 | $3.5B | 0.29% | |
| 93 | KELKELLANOVA COM | 41,942 | $3.4B | 0.28% | |
| 94 | LPLALPL FINL HLDGS INC COM | 10,269 | $3.4B | 0.28% | |
| 95 | CPKCHESAPEAKE UTILS CORP COM | 24,801 | $3.3B | 0.28% | |
| 96 | BKNGBOOKING HOLDINGS INC COM | 611 | $3.3B | 0.27% | |
| 97 | TXNTEXAS INSTRS INC COM | 17,804 | $3.3B | 0.27% | |
| 98 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 11,632 | $3.2B | 0.27% | |
| 99 | UBERUBER TECHNOLOGIES INC COM | 32,887 | $3.2B | 0.27% | |
| 100 | TFCTRUIST FINL CORP COM | 69,506 | $3.2B | 0.26% |
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