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)

#StockSharesValue% PortfolioType
101
VISVANGUARD INDUSTRIALS ETF
10,711$3.2B0.26%
102
SCHWSCHWAB CHARLES CORP COM
32,857$3.1B0.26%
103
VGSHVANGUARD SHORT-TERM TREASURY ETF
53,094$3.1B0.26%
104
CSXCSX CORP COM
87,457$3.1B0.26%
105
UNMUNUM GROUP COM
39,533$3.1B0.25%
106
AXPAMERICAN EXPRESS CO COM
9,149$3.0B0.25%
107
VNQVANGUARD REAL ESTATE ETF
32,668$3.0B0.25%
108
TROWPRICE T ROWE GROUP INC COM
28,362$2.9B0.24%
109
UPSUNITED PARCEL SERVICE INC CL B
34,585$2.9B0.24%
110
VLOVALERO ENERGY CORP COM
16,763$2.9B0.24%
111
TMOTHERMO FISHER SCIENTIFIC INC COM
5,858$2.8B0.24%
112
CGGRCAPITAL GROUP GROWTH ETF
63,652$2.8B0.23%
113
VIGVANGUARD DIVIDEND APPRECIATION ETF
12,739$2.7B0.23%
114
RTXRTX CORPORATION COM
16,335$2.7B0.23%
115
ISRGINTUITIVE SURGICAL INC COM NEW
6,043$2.7B0.22%
116
PEPPEPSICO INC COM
19,231$2.7B0.22%
117
ADMARCHER DANIELS MIDLAND CO COM
44,697$2.7B0.22%
118
DGDOLLAR GEN CORP NEW COM
25,736$2.7B0.22%
119
AMATAPPLIED MATLS INC COM
12,694$2.6B0.22%
120
ELVELEVANCE HEALTH INC FORMERLY A COM
7,888$2.5B0.21%
121
MTBASIMPLIFY MBS ETF
49,995$2.5B0.21%
122
VDCVANGUARD CONSUMER STAPLES ETF
11,712$2.5B0.21%
123
IBMINTERNATIONAL BUSINESS MACHS COM
8,557$2.4B0.20%
124
PYPLPAYPAL HLDGS INC COM
35,982$2.4B0.20%
125
PFEPFIZER INC COM
94,677$2.4B0.20%
126
ULUNILEVER PLC SPON ADR NEW
40,527$2.4B0.20%
127
KMBKIMBERLY-CLARK CORP COM
19,258$2.4B0.20%
128
MDLZMONDELEZ INTL INC CL A
37,844$2.4B0.20%
129
SPGIS&P GLOBAL INC COM
4,673$2.3B0.19%
130
AFLAFLAC INC COM
19,674$2.2B0.18%
131
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
25,729$2.2B0.18%
132
VOVANGUARD MID-CAP ETF
7,131$2.1B0.17%
133
BKBANK NEW YORK MELLON CORP COM
18,877$2.1B0.17%
134
LMTLOCKHEED MARTIN CORP COM
4,096$2.0B0.17%
135
BABOEING CO COM
9,395$2.0B0.17%
136
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF
25,262$2.0B0.17%
137
SCHESCHWAB EMERGING MARKETS EQUITY ETF
60,087$2.0B0.17%
138
SJMSMUCKER J M CO COM NEW
17,546$1.9B0.16%
139
WDAYWORKDAY INC CL A
7,753$1.9B0.15%
140
CMCSACOMCAST CORP NEW CL A
58,614$1.8B0.15%
141
SONSONOCO PRODS CO COM
41,879$1.8B0.15%
142
DGROISHARES CORE DIVIDEND GROWTH ETF
25,962$1.8B0.15%
143
INTUINTUIT COM
2,587$1.8B0.15%
144
SSBSOUTHSTATE BK CORP COM
17,801$1.8B0.15%
145
MUMICRON TECHNOLOGY INC COM
10,135$1.7B0.14%
146
VBVANGUARD SMALL-CAP ETF
6,577$1.7B0.14%
147
PAYXPAYCHEX INC COM
13,040$1.7B0.14%
148
ASMLASML HOLDING N V N Y REGISTRY SHS
1,696$1.6B0.14%
149
LINLINDE PLC SHS
3,437$1.6B0.14%
150
IWDISHARES RUSSELL 1000 VALUE ETF
7,748$1.6B0.13%
151
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN
69,486$1.6B0.13%
152
GDGENERAL DYNAMICS CORP COM
4,558$1.6B0.13%
153
TAT&T INC COM
54,915$1.6B0.13%
154
GSKGSK PLC SPONSORED ADR
35,900$1.5B0.13%
155
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
21,243$1.5B0.13%
156
BXBLACKSTONE INC COM
8,860$1.5B0.13%
157
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
14,600$1.5B0.12%
158
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
10,476$1.5B0.12%
159
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
21,525$1.5B0.12%
160
SCHFSCHWAB INTERNATIONAL EQUITY ETF
61,227$1.4B0.12%
161
XSORXSOURCE CAPITAL COM SHS OF BEN I
31,374$1.4B0.12%
162
AMGNAMGEN INC COM
4,976$1.4B0.12%
163
ICEINTERCONTINENTAL EXCHANGE INC COM
8,334$1.4B0.12%
164
ATOATMOS ENERGY CORP COM
8,172$1.4B0.12%
165
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
17,194$1.3B0.11%
166
IJRISHARES CORE S&P SMALL CAP ETF
11,165$1.3B0.11%
167
ITWILLINOIS TOOL WKS INC COM
5,076$1.3B0.11%
168
COPCONOCOPHILLIPS COM
13,623$1.3B0.11%
169
HDVISHARES CORE HIGH DIVIDEND ETF
10,521$1.3B0.11%
170
AMDADVANCED MICRO DEVICES INC COM
7,852$1.3B0.11%
171
CFRCULLEN FROST BANKERS INC COM
9,800$1.2B0.10%
172
SPOTSPOTIFY TECHNOLOGY S A SHS
1,759$1.2B0.10%
173
NOWSERVICENOW INC COM
1,329$1.2B0.10%
174
MCOMOODYS CORP COM
2,538$1.2B0.10%
175
LULULULULEMON ATHLETICA INC COM
6,622$1.2B0.10%
176
SNPSSYNOPSYS INC COM
2,382$1.2B0.10%
177
CHKPCHECK POINT SOFTWARE TECH LTD ORD
5,670$1.2B0.10%
178
WFCWELLS FARGO CO NEW COM
13,947$1.2B0.10%
179
CLXCLOROX CO DEL COM
9,467$1.2B0.10%
180
EPDENTERPRISE PRODS PARTNERS L P COM
37,135$1.2B0.10%
181
LHLABCORP HOLDINGS INC COM SHS
4,016$1.2B0.10%
182
VPUVANGUARD UTILITIES ETF
6,061$1.1B0.10%
183
ACNACCENTURE PLC IRELAND SHS CLASS A
4,631$1.1B0.09%
184
SHOPSHOPIFY INC CL A SUB VTG SHS
7,582$1.1B0.09%
185
TELTE CONNECTIVITY PLC ORD SHS
5,125$1.1B0.09%
186
KMIKINDER MORGAN INC DEL COM
38,981$1.1B0.09%
187
CRMSALESFORCE INC COM
4,646$1.1B0.09%
188
ETENERGY TRANSFER L P COM UT LTD PTN
63,030$1.1B0.09%
189
QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
25,228$1.1B0.09%
190
ECLECOLAB INC COM
3,777$1.0B0.09%
191
ALNYALNYLAM PHARMACEUTICALS INC COM
2,249$1.0B0.08%
192
TMUST-MOBILE US INC COM
4,272$1.0B0.08%
193
GEVGE VERNOVA INC COM
1,633$1.0B0.08%
194
IJHISHARES CORE S&P MID-CAP ETF
15,348$1.0B0.08%
195
PLTRPALANTIR TECHNOLOGIES INC CL A
5,374$980.3M0.08%
196
CLCOLGATE PALMOLIVE CO COM
11,888$950.3M0.08%
197
EWEDWARDS LIFESCIENCES CORP COM
12,034$935.9M0.08%
198
VRTXVERTEX PHARMACEUTICALS INC COM
2,387$934.8M0.08%
199
TRVCCITIGROUP INC COM NEW
9,154$929.2M0.08%
200
BSXBOSTON SCIENTIFIC CORP COM
9,513$928.8M0.08%
PreviousPage 2 of 11Next