Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IALT | BLACKROCK ETF TRUST | — | 293,252.0 | $8.2M | 2.81% | NEW | — | $28.05 | +3.7% |
| 2 | SUNB | SUNBELT RENTALS HOLDINGS INC | Financial Services | 33,005.0 | $2.5M | 0.84% | NEW | — | $74.81 | -9.3% |
| 3 | AGG | ISHARES TR | — | 18,745.0 | $1.9M | 0.63% | NEW | — | $98.98 | -2.2% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 1,628.0 | $1.2M | 0.41% | NEW | — | $746.77 | +2.5% |
| 5 | ICLN | ISHARES TR | — | 37,688.0 | $772K | 0.26% | NEW | — | $20.49 | -16.1% |
| 6 | IOT | SAMSARA INC | Technology | 14,007.0 | $454K | 0.15% | NEW | — | $32.43 | +16.9% |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,122.0 | $267K | 0.09% | NEW | — | $238.34 | +7.1% |
| 8 | VBK | VANGUARD INDEX FDS | — | 641.0 | $234K | 0.08% | NEW | — | $365.44 | -5.6% |
| 9 | IETC | ISHARES U S ETF TR | — | 2,176.0 | $234K | 0.08% | NEW | — | $107.35 | -0.3% |
| 10 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 20,277.0 | $229K | 0.08% | NEW | — | $11.28 | +51.4% |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,291.0 | $203K | 0.07% | NEW | — | $156.95 | +1.9% |
| 12 | — | PUTNAM ETF TRUST | — | 24,671.0 | $196K | 0.07% | NEW | — | $7.93 | — |
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
73.7%
Technology
24.2%
Consumer Cyclical
2.0%