Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | SDY | ST STR SPDR S&P DIV ETF | — | 3,031.0 | $461K | 0.09% | +30.0 | +1.0% | $152.18 | +3.6% |
| 202 | — | PUTNAM TR ETF FRANKLIN MUNI HIGH YIELD | — | 38,579.0 | $458K | 0.09% | -850.0 | -2.2% | $11.88 | — |
| 203 | PKW | INVESCO ETF BUYBACK ACHIEVERS ETF | — | 3,214.0 | $455K | 0.09% | — | — | $141.66 | +6.4% |
| 204 | DG | DOLLAR GENERAL CORP | Consumer Defensive | 3,951.0 | $455K | 0.09% | — | — | $115.11 | +5.0% |
| 205 | SOLS | SOLSTICE ADVANCED MATLS INC COM | Basic Materials | 4,970.0 | $440K | 0.09% | — | — | $88.60 | -32.2% |
| 206 | PJAN | INNOVATOR ETFS TR ETF S&P 500 POWER BUFFER ETF JANUARY | — | 8,868.0 | $439K | 0.09% | — | — | $49.49 | +1.9% |
| 207 | SMTC | Semtech Corp. | Technology | 2,683.0 | $434K | 0.09% | — | — | $161.85 | -16.4% |
| 208 | UJUL | INNOVATOR TR ETF S&P 500 ULTRA BUFFER JULY | — | 10,287.0 | $419K | 0.08% | -545.0 | -5.0% | $40.77 | +1.4% |
| 209 | KAPR | INNOVATOR ETFS TR ETF RUSSELL 2000 PWR BUFFER ETF APRIL | — | 10,492.0 | $418K | 0.08% | — | — | $39.80 | +1.3% |
| 210 | — | INNOVATOR TR ETF EQUITY DEFINED PROTECTION - 1 YR JUNE | — | 14,901.0 | $408K | 0.08% | +4K | +34.9% | $27.39 | — |
| 211 | CIEN | CIENA CORP | Technology | 832.0 | $408K | 0.08% | -528.0 | -38.8% | $490.56 | -17.3% |
| 212 | LITE | LUMENTUM HOLDINGS INC INC | Technology | 467.0 | $401K | 0.08% | -463.0 | -49.8% | $858.06 | +1.8% |
| 213 | KR | KROGER COMPANY COMMON | Consumer Defensive | 6,973.0 | $387K | 0.08% | -88.0 | -1.2% | $55.53 | +1.5% |
| 214 | CL | COLGATE-PALMOLIVE CO | Consumer Defensive | 4,212.0 | $386K | 0.08% | — | — | $91.68 | -0.2% |
| 215 | FJUL | FIRST TR ETF VIII FT VEST US EQUITY BUFFER JULY | — | 6,410.0 | $382K | 0.07% | — | — | $59.54 | +2.6% |
| 216 | MO | ALTRIA GROUP INC | Consumer Defensive | 5,296.0 | $381K | 0.07% | +358.0 | +7.2% | $71.94 | -9.4% |
| 217 | TWLO | TWILIO INC | Communication Services | 1,808.0 | $373K | 0.07% | +200.0 | +12.4% | $206.33 | +12.5% |
| 218 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 591.0 | $365K | 0.07% | -85.0 | -12.6% | $616.84 | -13.8% |
| 219 | — | INNOVATOR TR ETF EQUITY DEFINED PROTN 1 YR APRIL | — | 13,653.0 | $364K | 0.07% | NEW | — | $26.64 | — |
| 220 | BBUS | JPMORGAN ETF BETABUILDERS US EQUITY | — | 2,691.0 | $363K | 0.07% | — | — | $134.72 | +2.8% |
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
25.1%
Technology
19.3%
Healthcare
14.3%
Industrials
9.7%
Communication Services
6.7%
Consumer Cyclical
5.3%
Real Estate
5.0%
Energy
5.0%
Consumer Defensive
4.6%
Utilities
4.0%