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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MA | Mastercard, Incorporated | Financial Services | 4,106.0 | $2.3M | 0.53% | NEW | — | $570.83 | -13.4% |
| 42 | WMT | WalMart, Inc. | Consumer Defensive | 20,757.0 | $2.3M | 0.52% | NEW | — | $111.41 | +18.0% |
| 43 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | — | 22,116.0 | $2.3M | 0.52% | NEW | — | $104.07 | +2.6% |
| 44 | IWF | ISHARES TR RUS 1000 GRW ETF | — | 4,855.0 | $2.3M | 0.52% | NEW | — | $473.30 | -73.8% |
| 45 | PWR | Quanta Services, Inc. | Industrials | 5,100.0 | $2.2M | 0.49% | NEW | — | $422.06 | +82.4% |
| 46 | IVV | ISHARES CORE S&P 500 ETF S&P 500 INDEX FD | — | 2,977.0 | $2.0M | 0.46% | NEW | — | $685.04 | +8.3% |
| 47 | — | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | — | 4,021.0 | $2.0M | 0.46% | NEW | — | $502.65 | — |
| 48 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | — | 3,167.0 | $2.0M | 0.45% | NEW | — | $627.07 | +8.3% |
| 49 | CVS | CVS Health Corporation | Healthcare | 24,422.0 | $1.9M | 0.44% | NEW | — | $79.36 | +20.8% |
| 50 | HD | The Home Depot, Inc. | Consumer Cyclical | 5,622.0 | $1.9M | 0.44% | NEW | — | $344.09 | -13.5% |
| 51 | UNH | UnitedHealth Group Incorporated | Healthcare | 5,784.0 | $1.9M | 0.43% | NEW | — | $330.10 | +19.3% |
| 52 | GSEP | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | — | 48,261.0 | $1.9M | 0.42% | NEW | — | $38.74 | +4.6% |
| 53 | PFE | Pfizer Inc. | Healthcare | 73,446.0 | $1.8M | 0.41% | NEW | — | $24.90 | +1.7% |
| 54 | HII | Huntington Ingalls Industries, Inc. | Industrials | 5,200.0 | $1.8M | 0.40% | NEW | — | $340.07 | -4.1% |
| 55 | BAC | Bank of America Corporation | Financial Services | 31,344.0 | $1.7M | 0.39% | NEW | — | $55.00 | -9.5% |
| 56 | DIS | The Walt Disney Company | Communication Services | 15,055.0 | $1.7M | 0.39% | NEW | — | $113.77 | -9.7% |
| 57 | VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | — | 23,054.0 | $1.7M | 0.38% | NEW | — | $73.56 | +10.7% |
| 58 | AEP | American Electric Power Company, Inc. | Utilities | 14,699.0 | $1.7M | 0.38% | NEW | — | $115.31 | +10.7% |
| 59 | CVX | Chevron Corporation | Energy | 11,007.0 | $1.7M | 0.38% | NEW | — | $152.41 | +25.4% |
| 60 | JBND | JP MORGAN ETF TRUST ACTIVE BOND ETF | — | 29,630.0 | $1.6M | 0.36% | NEW | — | $54.07 | -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%