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J Brian Blackwelder

@Anchor Investment Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.06BTotal holdings1051
Assets growth rate9.04%Assets growth rate (2-Q avg)5.45%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Anchor Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1051 positions.

Assets under management

The assets under management (AUM) of Anchor Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.06B in assets, with a quarterly growth rate of 9.04% and a 2-quarter average growth rate of 5.45%. The portfolio is managed by J Brian Blackwelder, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FCNCAFirst Ctzns Bancshares Inc N C Cl A
Recent Activity
Decreased -1.07%
1.49%
$15.727M
8,543 shares@ $1840.96 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.75%
1.42%
$14.977M
89,578 shares@ $167.2 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -0.11%
1.17%
$12.359M
13,950 shares@ $885.95 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -0.03%
1.09%
$11.509M
20,104 shares@ $572.45 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -1.33%
0.81%
$8.562M
119,147 shares@ $71.87 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -10.05%
0.76%
$7.966M
65,593 shares@ $121.44 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -2.08%
0.75%
$7.921M
19,548 shares@ $405.22 avg price
FDXFedex Corp Com
Recent Activity
Decreased -0.95%
0.74%
$7.793M
28,474 shares@ $273.68 avg price
SHWSherwin Williams Co Com
Recent Activity
Decreased -2.52%
0.62%
$6.489M
17,000 shares@ $381.68 avg price
WMWaste Mgmt Inc Del Com
Recent Activity
Decreased -2.58%
0.59%
$6.244M
30,076 shares@ $207.61 avg price