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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | VTV | VANGUARD MORNINGSTAR ETF VALUE | — | 2,769.0 | $604K | 0.12% | +45.0 | +1.6% | $217.96 | +3.8% |
| 162 | SYK | STRYKER CORP | Healthcare | 1,915.0 | $603K | 0.12% | — | — | $314.84 | +5.3% |
| 163 | — | INNOVATOR TR ETF EQUITY DUAL DIRECTIONAL 15 BUFFER OCTOBER | — | 26,753.0 | $602K | 0.12% | -100K | -78.9% | $22.51 | — |
| 164 | C | CITIGROUP INC NEW | Financial Services | 4,300.0 | $602K | 0.12% | — | — | $139.95 | -1.6% |
| 165 | — | HONEYWELL INTL INC COM NEW | — | 2,631.0 | $589K | 0.12% | NEW | — | $223.90 | — |
| 166 | IEF | ISHARES ETF 7-10 YR TREASURY BOND | — | 6,221.0 | $588K | 0.12% | +707.0 | +12.8% | $94.56 | -1.7% |
| 167 | VXF | VANGUARD EXTENDED ETF MARKET | — | 2,378.0 | $585K | 0.12% | -117.0 | -4.7% | $246.20 | -0.2% |
| 168 | WPC | W P CAREY INC | Real Estate | 8,168.0 | $584K | 0.12% | -48.0 | -0.6% | $71.50 | -0.6% |
| 169 | BBMC | JPMORGAN ETF TR BETABUILDERS US MID CAP EQUITY ETF | — | 4,578.0 | $582K | 0.11% | +62.0 | +1.4% | $127.15 | +0.6% |
| 170 | — | HONEYWELL AEROSPACE INC COM | — | 2,631.0 | $582K | 0.11% | NEW | — | $221.08 | — |
| 171 | GLW | CORNING INC | Technology | 2,252.0 | $575K | 0.11% | -259.0 | -10.3% | $255.46 | -37.4% |
| 172 | UPS | UNITED PARCEL SERVICE-B | Industrials | 5,326.0 | $573K | 0.11% | -29.0 | -0.5% | $107.49 | -5.2% |
| 173 | MINT | PIMCO ETF TRUST ETF ENHANCED SHORT MATURITY ACTIVE EXCH-TRADED FUND | — | 5,647.0 | $569K | 0.11% | +141.0 | +2.6% | $100.81 | -0.1% |
| 174 | FJAN | FIRST TR EXCHANGE ETF TRADED FD VIII FT VEST U.S EQ BUFFER JAN | — | 10,286.0 | $567K | 0.11% | — | — | $55.09 | +2.2% |
| 175 | BP | BP PLC SPONS ADR | Energy | 15,296.0 | $565K | 0.11% | -6K | -28.3% | $36.95 | +17.5% |
| 176 | FJUN | FT TR VII ETF VEST US EQUITY BUFFER E JUNE | — | 9,408.0 | $564K | 0.11% | -66.0 | -0.7% | $59.95 | +2.0% |
| 177 | BDEC | INNOVATOR ETFS TR ETF S&P 500 BUFFER ETF DECEMBER | — | 10,572.0 | $562K | 0.11% | — | — | $53.20 | +2.3% |
| 178 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,073.0 | $560K | 0.11% | — | — | $270.35 | -1.2% |
| 179 | FSGS | FIRST TR FD VI ETF FIRST TRUST SMID GROWTH STRENGTH | — | 17,611.0 | $557K | 0.11% | -2K | -9.7% | $31.63 | +6.5% |
| 180 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | — | 17,317.0 | $549K | 0.11% | +9K | +103.8% | $31.71 | +8.8% |
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%