Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MBB | ISHARES TR | — | 14,434.0 | $1.4M | 0.74% | NEW | — | $95.22 | -0.9% |
| 42 | MTUM | ISHARES TR | — | 5,414.0 | $1.4M | 0.73% | NEW | — | $250.29 | +25.5% |
| 43 | IWC | ISHARES TR | — | 8,168.0 | $1.3M | 0.69% | NEW | — | $157.71 | +21.0% |
| 44 | EAGG | ISHARES TR | — | 25,843.0 | $1.2M | 0.67% | NEW | — | $47.85 | -1.2% |
| 45 | SUSC | ISHARES TR | — | 52,056.0 | $1.2M | 0.66% | NEW | — | $23.38 | -1.2% |
| 46 | — | BLACKROCK ETF TRUST | — | 16,128.0 | $1.2M | 0.64% | NEW | — | $74.09 | — |
| 47 | ARKF | ARK ETF TR | — | 24,672.0 | $1.2M | 0.63% | NEW | — | $47.63 | -14.3% |
| 48 | XLK | SELECT SECTOR SPDR TR | — | 8,026.0 | $1.2M | 0.62% | NEW | — | $143.97 | +28.7% |
| 49 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 29,714.0 | $1.2M | 0.62% | NEW | — | $38.73 | -13.3% |
| 50 | ITA | ISHARES TR | — | 5,225.0 | $1.1M | 0.60% | NEW | — | $214.69 | +6.9% |
| 51 | INTF | ISHARES TR | — | 29,372.0 | $1.1M | 0.60% | NEW | — | $37.75 | +10.5% |
| 52 | IAU | ISHARES GOLD TR | Financial Services | 12,645.0 | $1.0M | 0.55% | NEW | — | $81.17 | +4.5% |
| 53 | AAPL | APPLE INC | Technology | 3,664.0 | $996K | 0.54% | NEW | — | $271.86 | +13.4% |
| 54 | IEUR | ISHARES TR | — | 13,772.0 | $978K | 0.53% | NEW | — | $70.98 | +7.6% |
| 55 | IEFA | ISHARES TR | — | 10,923.0 | $977K | 0.53% | NEW | — | $89.46 | +9.9% |
| 56 | ESGU | ISHARES TR | — | 6,483.0 | $966K | 0.52% | NEW | — | $148.98 | +10.0% |
| 57 | LQD | ISHARES TR | — | 7,955.0 | $877K | 0.47% | NEW | — | $110.19 | -1.3% |
| 58 | SCHF | SCHWAB STRATEGIC TR | — | 36,243.0 | $871K | 0.47% | NEW | — | $24.04 | +15.6% |
| 59 | XVV | ISHARES TR | — | 15,909.0 | $838K | 0.45% | NEW | — | $52.70 | +8.9% |
| 60 | DSI | ISHARES TR | — | 6,161.0 | $794K | 0.43% | NEW | — | $128.84 | +10.4% |
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
65.8%
Technology
27.1%
Consumer Cyclical
4.1%
Communication Services
3.0%