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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
IGROIshares International Dividend Growth Etf
Recent Activity
New Position
0.22%
$2.257M
30,262 shares@ $74.6 avg price
CGGRCapital Group Growth Etf
Recent Activity
New Position
0.21%
$2.214M
63,652 shares@ $34.79 avg price
EMXCIshares Msci Emerging Markets Ex China Etf
Recent Activity
New Position
0.15%
$1.517M
24,825 shares@ $61.12 avg price
TELTe Connectivity Plc Ord Shs
Recent Activity
New Position
0.08%
$762,198
5,048 shares@ $151.0 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.08%
$751,062
791 shares@ $949.51 avg price
JCPBJpmorgan Core Plus Bond Etf
Recent Activity
New Position
0.05%
$516,313
10,703 shares@ $48.25 avg price
CGCPCapital Group Core Plus Income Etf
Recent Activity
New Position
0.05%
$513,333
22,203 shares@ $23.12 avg price
CGDVCapital Group Dividend Value Etf
Recent Activity
New Position
0.05%
$453,131
12,435 shares@ $36.44 avg price
AVUVAvantis U.s. Small Cap Value Etf
Recent Activity
New Position
0.03%
$292,168
3,045 shares@ $95.96 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.03%
$218,025
267 shares@ $816.58 avg price