Portfolio (Quarterly)
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Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | DE | DEERE & CO | Industrials | 524.0 | $244K | 0.06% | NEW | — | $465.57 | +21.2% |
| 242 | INTU | Intuit, Inc. | Technology | 365.0 | $241K | 0.05% | NEW | — | $661.51 | -39.1% |
| 243 | ITW | Illinois Tool Works, Inc. | Industrials | 975.0 | $240K | 0.05% | NEW | — | $246.30 | +1.3% |
| 244 | VBR | VANGUARD SMALL CAP VALUE ETF | — | 1,115.0 | $236K | 0.05% | NEW | — | $211.82 | +6.7% |
| 245 | PM | PHILIP MORRIS INTERNATIONAL INC | Consumer Defensive | 1,461.0 | $234K | 0.05% | NEW | — | $160.38 | +19.4% |
| 246 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | — | 8,534.0 | $234K | 0.05% | NEW | — | $27.43 | +17.0% |
| 247 | NOCT | INNOVATOR ETF TR NASDAQ 100 PWR BUFFER ETF OCTOBER | — | 4,025.0 | $233K | 0.05% | NEW | — | $57.92 | +6.4% |
| 248 | NSC | NORFOLK SOUTHN CORP COM | Industrials | 800.0 | $231K | 0.05% | NEW | — | $288.72 | +10.9% |
| 249 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,289.0 | $231K | 0.05% | NEW | — | $100.89 | -4.3% |
| 250 | SHEL | SHELL PLC ADR SPONSORED REPSTG ORD SH | Energy | 3,074.0 | $226K | 0.05% | NEW | — | $73.48 | +20.6% |
| 251 | WM | WASTE MGMT INC DEL | Industrials | 1,000.0 | $220K | 0.05% | NEW | — | $219.71 | +1.4% |
| 252 | — | Air Lease Corp. | — | 3,415.0 | $219K | 0.05% | NEW | — | $64.23 | — |
| 253 | WFC | WELLS FARGO CO NEW COM | Financial Services | 2,314.0 | $216K | 0.05% | NEW | — | $93.20 | -20.2% |
| 254 | GMAR | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | — | 5,257.0 | $215K | 0.05% | NEW | — | $40.94 | +7.0% |
| 255 | XLY | SELECT SECTOR SPDR ETF STATE STREET CONSUMER DISCRETIONARY | — | 1,799.0 | $215K | 0.05% | NEW | — | $119.43 | -3.7% |
| 256 | EOG | EOG Resources, Inc. | Energy | 2,037.0 | $214K | 0.05% | NEW | — | $105.01 | +36.2% |
| 257 | ANET | Arista Networks, Inc. | Technology | 1,611.0 | $211K | 0.05% | NEW | — | $131.03 | +8.1% |
| 258 | PFF | ISHARES ETF PFD & INCOME SECS | — | 6,805.0 | $211K | 0.05% | NEW | — | $30.96 | +0.0% |
| 259 | EME | EMCOR Group, Inc. | Industrials | 343.0 | $210K | 0.05% | NEW | — | $612.08 | +43.3% |
| 260 | VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | — | 4,454.0 | $210K | 0.05% | NEW | — | $47.08 | -2.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
24.3%
Technology
17.6%
Healthcare
14.5%
Industrials
9.0%
Communication Services
7.1%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Real Estate
5.3%
Energy
5.3%
Utilities
4.2%