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James Brian Blackwelder

Anchor Investment Management, Llc

Assets Managed
$1.199B
Holdings
1067
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
-2.59%(2Q avg: -0.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Anchor Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1067 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.199B in assets, with a quarterly growth rate of -2.59% and a 2-quarter average growth rate of -0.33%. The portfolio is managed by James Brian Blackwelder, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -2.08%
3.15%
$37.679M
101,787 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.55%
2.76%
$32.969M
129,905 shares@ $253.79 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.19%
2.72%
$32.494M
107,512 shares@ $302.25 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.78%
2.56%
$30.598M
1.193M shares@ $25.65 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -18.06%
2.15%
$25.655M
89,435 shares@ $286.87 avg price
FCNCA
First Citizens Bcshs -cl A
Recent Activity
Increased 0.04%
2.08%
$24.915M
13,220 shares@ $1884.66 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 1.22%
2.02%
$24.134M
1.23M shares@ $19.63 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 6.07%
1.97%
$23.552M
1.153M shares@ $20.43 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.2%
1.79%
$21.416M
87,612 shares@ $244.44 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.7%
1.78%
$21.333M
74,188 shares@ $287.56 avg price

1-10 of 1067