Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | GRW | TCW TR DURABLE ETF GROWTH | — | 2,912.0 | $91K | 0.02% | NEW | — | $31.11 | -3.5% |
| 382 | CRWD | CROWDSTRIKE HLDGS INC CL A | Technology | 192.0 | $90K | 0.02% | NEW | — | $468.76 | +33.4% |
| 383 | TFSL | TFS FINL CORP | Financial Services | 6,718.0 | $90K | 0.02% | NEW | — | $13.38 | +16.0% |
| 384 | IYK | ISHARES ETF U.S. CONSUMER STAPLES | — | 1,335.0 | $89K | 0.02% | NEW | — | $66.92 | +8.3% |
| 385 | BROS | DUTCH BROS INC CL A | Consumer Cyclical | 1,450.0 | $89K | 0.02% | NEW | — | $61.22 | -13.2% |
| 386 | FBND | FIDELITY TOTAL BOND ETF | — | 1,891.0 | $87K | 0.02% | NEW | — | $46.04 | -2.1% |
| 387 | PAYX | PAYCHEX INC | Industrials | 774.0 | $87K | 0.02% | NEW | — | $112.11 | -17.9% |
| 388 | IYY | ISHARES ETF DOW JONES U.S. | — | 522.0 | $87K | 0.02% | NEW | — | $165.77 | +7.8% |
| 389 | SPGP | INVESCO S&P 500 GARP ETF | — | 758.0 | $86K | 0.02% | NEW | — | $113.86 | +0.7% |
| 390 | SMH | VANECK ETF TRUST SEMICONDUCTR ETF | — | 239.0 | $86K | 0.02% | NEW | — | $360.23 | +53.7% |
| 391 | — | INNOVATOR TR ETF EQUITY DUAL DIRECTIONAL 15 BUFFER SEPT | — | 4,053.0 | $86K | 0.02% | NEW | — | $21.19 | — |
| 392 | SPYV | STATE STREET SPDR ETF PORTFOLIO S&P 500 VALUE | — | 1,510.0 | $86K | 0.02% | NEW | — | $56.81 | +5.7% |
| 393 | — | B Riley Financial, Inc., 6.50per, due 09/30/26 | — | 4,000.0 | $85K | 0.02% | NEW | — | $21.27 | — |
| 394 | AGG | ISHARES CORE US AGGREGATE BOND ETF | — | 840.0 | $84K | 0.02% | NEW | — | $99.94 | -2.2% |
| 395 | USXF | ISHARES TR ETF ESG ADVANCED MSCI USA | — | 1,455.0 | $84K | 0.02% | NEW | — | $57.58 | +13.5% |
| 396 | OC | Owens Corning | Industrials | 748.0 | $84K | 0.02% | NEW | — | $111.91 | -3.2% |
| 397 | SLV | I SHARES SILVER TR ETF | Financial Services | 1,295.0 | $83K | 0.02% | NEW | — | $64.42 | +5.2% |
| 398 | KJAN | INNOVATOR TR ETF RUSSELL 2000 PWR BUFFER ETF JANUARY | — | 2,000.0 | $83K | 0.02% | NEW | — | $41.42 | +6.1% |
| 399 | USIG | ISHARES TR ETF BROAD USD INBD ETFVT GRADE CORP BD ETF | — | 1,590.0 | $82K | 0.02% | NEW | — | $51.77 | -2.2% |
| 400 | ALL | ALLSTATE CORP COM USD0.01 | Financial Services | 392.0 | $82K | 0.02% | NEW | — | $208.34 | +6.5% |
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%