Universe · entity
Anchor Investment Management, LLC
Institutional manager (13F) · CIK 1634149
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $693M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP COM | $38M | 101,787 |
| 2 | APPLE INC COM | $33M | 129,905 |
| 3 | VISA INC COM CL A | $32M | 107,512 |
| 4 | SCHWAB U.S. LARGE-CAP ETF | $31M | 1,193,362 |
| 5 | ALPHABET INC CAP STK CL C | $26M | 89,435 |
| 6 | FIRST CTZNS BANCSHARES INC DEL CL A | $25M | 13,220 |
| 7 | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $24M | 1,229,743 |
| 8 | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $24M | 1,153,205 |
| 9 | JOHNSON & JOHNSON COM | $21M | 87,612 |
| 10 | ALPHABET INC CAP STK CL A | $21M | 74,188 |
| 11 | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $21M | 1,139,118 |
| 12 | VANGUARD INFORMATION TECHNOLOGY ETF | $19M | 27,754 |
| 13 | ABBVIE INC COM | $19M | 87,821 |
| 14 | INVESCO NASDAQ 100 ETF | $18M | 77,268 |
| 15 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $17M | 35,648 |
| 16 | AMAZON COM INC COM | $15M | 73,881 |
| 17 | NVIDIA CORPORATION COM | $15M | 86,940 |
| 18 | EXXON MOBIL CORP COM | $14M | 83,680 |
| 19 | INVESCO QQQ TRUST SERIES I | $13M | 23,153 |
| 20 | ELI LILLY & CO COM | $12M | 13,180 |
| 21 | JPMORGAN CHASE & CO COM | $12M | 40,707 |
| 22 | META PLATFORMS INC CL A | $11M | 19,987 |
| 23 | LOWES COS INC COM | $11M | 47,650 |
| 24 | UNION PAC CORP COM | $11M | 46,013 |
| 25 | DUKE ENERGY CORP NEW COM NEW | $11M | 82,941 |
| 26 | CORNING INC COM | $11M | 79,667 |
| 27 | FEDEX CORP COM | $10M | 28,304 |
| 28 | WALMART INC COM | $9M | 73,630 |
| 29 | COCA COLA CO COM | $9M | 119,845 |
| 30 | CHEVRON CORPORATION COM | $9M | 43,519 |
| 31 | REPUBLIC SVCS INC COM | $9M | 40,558 |
| 32 | JPMORGAN ULTRA-SHORT INCOME ETF | $9M | 174,071 |
| 33 | CATERPILLAR INC COM | $9M | 12,099 |
| 34 | COSTCO WHOLESALE CORPORATION COM | $8M | 8,519 |
| 35 | UNITEDHEALTH GROUP INC COM | $8M | 29,411 |
| 36 | MEDTRONIC PLC SHS | $8M | 91,404 |
| 37 | MERCK & CO INC COM | $8M | 65,472 |
| 38 | WATSCO INC COM | $8M | 21,504 |
| 39 | MCKESSON CORP COM | $8M | 8,741 |
| 40 | BROADCOM INC COM | $7M | 23,784 |
| 41 | SOUTHERN CO COM | $7M | 75,927 |
| 42 | PROCTER & GAMBLE CO COM | $7M | 50,619 |
| 43 | PHILIP MORRIS INTL INC COM | $7M | 42,481 |
| 44 | HOME DEPOT INC COM | $7M | 20,502 |
| 45 | NETFLIX INC. COM | $7M | 69,870 |
| 46 | WASTE MGMT INC DEL COM | $7M | 28,315 |
| 47 | VANGUARD ENERGY ETF | $6M | 37,082 |
| 48 | SCHWAB U.S. MID-CAP ETF | $6M | 205,178 |
| 49 | VERIZON COMMUNICATIONS INC COM | $6M | 123,106 |
| 50 | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $6M | 67,369 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.