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Tracy Costello

Archer Investment Management, Llc

Assets Managed
$292.665M
Holdings
110
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
23.12%(2Q avg: 25.51%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Archer Investment Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Archer Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 292.665M in assets, with a quarterly growth rate of 23.12% and a 2-quarter average growth rate of 25.51%. The portfolio is managed by Tracy Costello, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 117.69%
11.2%
$32.765M
43,751 shares@ $748.9 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 11.94%
5.71%
$16.707M
456,465 shares@ $36.61 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 5.67%
4.8%
$14.029M
206,282 shares@ $68.01 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -2.84%
4.6%
$13.446M
97,770 shares@ $137.53 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -15.15%
4.33%
$12.649M
55,706 shares@ $227.06 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 5.22%
3.82%
$11.176M
211,985 shares@ $52.72 avg price
PZA
Invesco National Amt-free Mu
Recent Activity
Increased 49.83%
3.13%
$9.137M
388,496 shares@ $23.53 avg price
IALT
Ishrs Sys Alt Act Etf
Recent Activity
New Position
2.82%
$8.226M
293,252 shares@ $28.05 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 133.43%
2.57%
$7.497M
329,090 shares@ $22.78 avg price
BLCR
Ishares Lrg Cp Cr Act Etf-ui
Recent Activity
Increased 9.83%
2.27%
$6.627M
131,557 shares@ $50.37 avg price

1-10 of 110