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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | CL | COLGATE-PALMOLIVE CO | Consumer Defensive | 4,212.0 | $333K | 0.07% | NEW | — | $79.02 | +13.5% |
| 202 | ADP | Automatic Data Processing | Industrials | 1,294.0 | $333K | 0.07% | NEW | — | $257.18 | -12.7% |
| 203 | BBUS | JPMORGAN ETF BETABUILDERS US EQUITY | — | 2,691.0 | $332K | 0.07% | NEW | — | $123.31 | +7.4% |
| 204 | PJAN | INNOVATOR ETFS TR ETF S&P 500 POWER BUFFER ETF JANUARY | — | 7,000.0 | $329K | 0.07% | NEW | — | $47.02 | +4.1% |
| 205 | — | BlackRock, Inc. | — | 307.0 | $328K | 0.07% | NEW | — | $1069.52 | — |
| 206 | CCI | Crown Castle International Corp. | Real Estate | 3,652.0 | $325K | 0.07% | NEW | — | $88.87 | +1.5% |
| 207 | ORCL | ORACLE CORP | Technology | 1,664.0 | $324K | 0.07% | NEW | — | $194.90 | -5.2% |
| 208 | — | INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR SEP | — | 11,880.0 | $318K | 0.07% | NEW | — | $26.78 | — |
| 209 | GAUG | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 8,066.0 | $317K | 0.07% | NEW | — | $39.26 | +4.3% |
| 210 | COHR | Coherent Corp | Technology | 1,711.0 | $316K | 0.07% | NEW | — | $184.57 | +94.8% |
| 211 | MMM | 3M Co. | Industrials | 1,964.0 | $314K | 0.07% | NEW | — | $160.11 | -6.6% |
| 212 | NKE | Nike, Inc. Class-B | Consumer Cyclical | 4,898.0 | $312K | 0.07% | NEW | — | $63.71 | -34.3% |
| 213 | MO | ALTRIA GROUP INC | Consumer Defensive | 5,287.0 | $305K | 0.07% | NEW | — | $57.66 | +27.3% |
| 214 | LMBS | FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF | — | 6,008.0 | $300K | 0.07% | NEW | — | $49.99 | -0.7% |
| 215 | IGLD | FIRST TR EXCHANGE-TRADED FD FT VEST GOLD | — | 11,921.0 | $298K | 0.07% | NEW | — | $25.01 | -4.6% |
| 216 | SLB | Schlumberger Limited NV | Energy | 7,760.0 | $298K | 0.07% | NEW | — | $38.38 | +48.2% |
| 217 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | 8,040.0 | $297K | 0.07% | NEW | — | $37.00 | -9.6% |
| 218 | — | INNOVATOR ETFS TRUST EQUITY DEFINED PROTN ETF 1 YR JUNE | — | 11,049.0 | $297K | 0.07% | NEW | — | $26.84 | — |
| 219 | TJX | TJX Companies, Inc. | Consumer Cyclical | 1,921.0 | $295K | 0.07% | NEW | — | $153.58 | -2.6% |
| 220 | — | INNOVATOR ETFS TRUST EQUITY 1YR JANUA | — | 10,769.0 | $295K | 0.07% | NEW | — | $27.36 | — |
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%