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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 921 | KC | KINGSOFT CLOUD ADR HOLDINGS LTD | Technology | 336.0 | $3K | 0.00% | NEW | — | $10.34 | +34.8% |
| 922 | NIO | NIO INC ADR | Consumer Cyclical | 677.0 | $3K | 0.00% | NEW | — | $5.10 | +10.3% |
| 923 | SE | SEA LTD UNSPON ADR | Consumer Cyclical | 27.0 | $3K | 0.00% | NEW | — | $127.56 | -31.9% |
| 924 | GOVT | ISHARES US TREASURY ETF BOND | — | 148.0 | $3K | 0.00% | NEW | — | $23.05 | -2.0% |
| 925 | ZBRA | ZEBRA TECHNOLOGIES CORP CL A | Technology | 14.0 | $3K | 0.00% | NEW | — | $242.79 | +1.1% |
| 926 | IDXX | IDEXX LABORATORIES INC | Healthcare | 5.0 | $3K | 0.00% | NEW | — | $676.60 | -18.9% |
| 927 | VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | — | 42.0 | $3K | 0.00% | NEW | — | $79.90 | -1.3% |
| 928 | CWEN | CLEARWAY ENERGY INC CL C | Utilities | 100.0 | $3K | 0.00% | NEW | — | $33.26 | +12.4% |
| 929 | — | ANNALY CAP MGMT INC NEW | — | 148.0 | $3K | 0.00% | NEW | — | $22.36 | — |
| 930 | ARM | ARM HOLDINGS PLC ADR SPON NEW | Technology | 30.0 | $3K | 0.00% | NEW | — | $109.30 | +132.5% |
| 931 | QQQE | DIREXION SHS ETF TR ETF NASDAQ100 EQUAL WEIGHTED INDEX SHS | — | 32.0 | $3K | 0.00% | NEW | — | $102.31 | +11.5% |
| 932 | DAL | DELTA AIR LINES INC NEW | Industrials | 47.0 | $3K | 0.00% | NEW | — | $69.40 | +6.8% |
| 933 | — | CONWEST PARTNERSHIP PARTICIPATION UNITS | — | 129.0 | $3K | 0.00% | NEW | — | $25.10 | — |
| 934 | NANC | TIDAL ETF TR ETF UNUSUAL WHALES SUBVERSVE DEMOCRATIC TRADING | — | 70.0 | $3K | 0.00% | NEW | — | $45.64 | +6.2% |
| 935 | SIRI | LIBERTY SIRIUS XM HOLDINGS INC NEW | Communication Services | 158.0 | $3K | 0.00% | NEW | — | $19.97 | +32.9% |
| 936 | AWAY | AMPLIFY TRAVEL TECH ETF | — | 150.0 | $3K | 0.00% | NEW | — | $20.72 | -20.4% |
| 937 | RYLD | GLOBAL X FDS ETF RUSSELL 2000 COVERED CALL | — | 200.0 | $3K | 0.00% | NEW | — | $15.30 | +1.1% |
| 938 | CSWC | CAPITAL SOUTHWEST CORP | Financial Services | 138.0 | $3K | 0.00% | NEW | — | $22.12 | +5.7% |
| 939 | GLDM | SPDR GOLD MINISHARES ETF TR | Financial Services | 35.0 | $3K | 0.00% | NEW | — | $85.37 | +5.1% |
| 940 | — | MILLROSE PPTYS INC CLASS A | — | 100.0 | $3K | 0.00% | NEW | — | $29.87 | — |
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%