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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | BHP | BHP BILLITON LTD SPON ADR | Basic Materials | 690.0 | $42K | 0.01% | NEW | — | $60.37 | +40.7% |
| 502 | XLP | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | — | 531.0 | $41K | 0.01% | NEW | — | $77.71 | +8.9% |
| 503 | FCPI | FIDELITY COVINGTON ETF TR STKS FOR INFLATION | — | 812.0 | $40K | 0.01% | NEW | — | $49.50 | +8.5% |
| 504 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 231.0 | $40K | 0.01% | NEW | — | $173.81 | +11.5% |
| 505 | AGNC | AGNC INVESTMENT CORP | Real Estate | 3,720.0 | $40K | 0.01% | NEW | — | $10.72 | -4.3% |
| 506 | DJT | TRUMP MEDIA & TECHNOLOGY GROUP CORP COMMON STOCK FLORIDA | Communication Services | 3,000.0 | $40K | 0.01% | NEW | — | $13.24 | -40.0% |
| 507 | CB | CHUBB LTD | Financial Services | 126.0 | $39K | 0.01% | NEW | — | $313.12 | +5.5% |
| 508 | USRT | ISHARES CORE US REIT ETF REAL ESTATE 50 | — | 692.0 | $39K | 0.01% | NEW | — | $56.96 | +14.8% |
| 509 | BAR | GRANITESHARES GOLD ETF SHS BEN INT | Financial Services | 923.0 | $39K | 0.01% | NEW | — | $42.49 | +5.2% |
| 510 | DSI | ISHARES TR ETF ESG MSCI KLD 400 | — | 304.0 | $39K | 0.01% | NEW | — | $128.83 | +9.3% |
| 511 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 132.0 | $39K | 0.01% | NEW | — | $292.71 | +4.7% |
| 512 | MPC | MARATHON PETROLEUM CORP | Energy | 237.0 | $38K | 0.01% | NEW | — | $162.32 | +53.0% |
| 513 | PFIX | SIMPLIFY EXCHANGE ETF TRADED FDS SIMPLIFY INT RATE HEDGE | — | 802.0 | $38K | 0.01% | NEW | — | $47.93 | +4.6% |
| 514 | VT | VANGUARD TOTAL WORLD ETF STOCK INDEX FUND | — | 272.0 | $38K | 0.01% | NEW | — | $141.25 | +9.9% |
| 515 | OXY | OCCIDENTAL PETE CORP | Energy | 934.0 | $38K | 0.01% | NEW | — | $41.12 | +43.1% |
| 516 | RDVY | FIRST TRUST RISING ETF DIVIDEND ACHIEVERS | — | 553.0 | $38K | 0.01% | NEW | — | $69.44 | +7.7% |
| 517 | VBK | VANGUARD SMALL CAP ETF GROWTH | — | 127.0 | $38K | 0.01% | NEW | — | $302.11 | +13.7% |
| 518 | HTGC | HERCULES CAP INC | Financial Services | 2,038.0 | $38K | 0.01% | NEW | — | $18.82 | -17.8% |
| 519 | UOCT | INNOVATOR ETF S&P 500 ULTRA BUFFER ETF OCTOBER | — | 955.0 | $37K | 0.01% | NEW | — | $39.04 | +4.4% |
| 520 | XEL | XCEL ENERGY INC | Utilities | 500.0 | $37K | 0.01% | NEW | — | $73.86 | +8.1% |
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%