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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
VGTVanguard Information Technology Etf
Recent Activity
Increased 2.95%
1.59%
$16.828M
28,692 shares@ $586.53 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 5.59%
1.56%
$16.505M
99,520 shares@ $165.85 avg price
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
JNJJohnson & Johnson Com
Recent Activity
Increased 1.98%
1.39%
$14.727M
90,873 shares@ $162.07 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 5.09%
1.29%
$13.629M
23,310 shares@ $584.7 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 1.25%
1.2%
$12.646M
107,883 shares@ $117.22 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -0.11%
1.17%
$12.359M
13,950 shares@ $885.95 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 4.68%
1.17%
$12.342M
66,237 shares@ $186.33 avg price
LOWLowes Cos Inc Com
Recent Activity
Increased 2.62%
1.17%
$12.334M
45,537 shares@ $270.86 avg price