J Brian Blackwelder

@Anchor Investment Management, Llc

Latest period2024 - Q3

Reported1mo 29d ago

Managed Assets$1.06B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSFTMicrosoft Corp Com Recent Activity Increased 1.71%	4.11%	$43.499M 101,089 shares@ $430.31 avg price	Increased 1.71%
AAPLApple Inc Com Recent Activity Increased 0.15%	2.77%	$29.294M 125,723 shares@ $233.01 avg price	Increased 0.15%
VVisa Inc Com Cl A Recent Activity Increased 1.43%	2.68%	$28.292M 102,898 shares@ $274.95 avg price	Increased 1.43%
SCHXSchwab U.s. Large-cap Etf Recent Activity Increased 8.14%	2.41%	$25.492M 375,706 shares@ $67.86 avg price	Increased 8.14%
QQQInvesco Qqq Trust Series I Recent Activity Increased 1.65%	1.98%	$20.933M 42,889 shares@ $488.08 avg price	Increased 1.65%
BSCPInvesco Bulletshares 2025 Corporate Bond Etf Recent Activity Increased 1.71%	1.82%	$19.236M 931,510 shares@ $20.65 avg price	Increased 1.71%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Increased 5.81%	1.7%	$17.937M 38,971 shares@ $460.26 avg price	Increased 5.81%
BSCQInvesco Bulletshares 2026 Corporate Bond Etf Recent Activity Increased 3.58%	1.69%	$17.903M 915,286 shares@ $19.56 avg price	Increased 3.58%
ABBVAbbvie Inc Com Recent Activity Increased 2.94%	1.66%	$17.52M 88,716 shares@ $197.48 avg price	Increased 2.94%
BSCRInvesco Bulletshares 2027 Corporate Bond Etf Recent Activity Increased 4.14%	1.65%	$17.401M 882,415 shares@ $19.73 avg price	Increased 4.14%