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 | IVV | ISHARES TR | — | 43,751.0 | $32.8M | 11.20% | +24K | +117.7% | $748.89 | +2.2% |
| 2 | — | BLACKROCK ETF TRUST | — | 456,465.0 | $16.7M | 5.71% | +49K | +11.9% | $36.60 | — |
| 3 | DYNF | BLACKROCK ETF TRUST | — | 206,282.0 | $14.0M | 4.79% | +11K | +5.7% | $68.01 | +1.6% |
| 4 | IVW | ISHARES TR | — | 97,770.0 | $13.4M | 4.59% | -3K | -2.9% | $137.53 | +0.5% |
| 5 | IVE | ISHARES TR | — | 55,706.0 | $12.6M | 4.32% | -10K | -15.2% | $227.06 | +3.8% |
| 6 | BAI | BLACKROCK ETF TRUST | — | 211,985.0 | $11.2M | 3.82% | +11K | +5.2% | $52.72 | -17.9% |
| 7 | PZA | INVESCO EXCH TRADED FD TR II | — | 388,496.0 | $9.1M | 3.12% | +129K | +49.8% | $23.52 | -4.6% |
| 8 | IALT | BLACKROCK ETF TRUST | — | 293,252.0 | $8.2M | 2.81% | NEW | — | $28.05 | +3.4% |
| 9 | GOVT | ISHARES TR | — | 329,090.0 | $7.5M | 2.56% | +188K | +133.4% | $22.78 | -2.0% |
| 10 | BLCR | BLACKROCK ETF TRUST | — | 131,557.0 | $6.6M | 2.26% | +12K | +9.8% | $50.37 | -3.0% |
| 11 | — | BLACKROCK ETF TRUST | — | 73,549.0 | $5.9M | 2.01% | -9K | -10.8% | $80.16 | — |
| 12 | SHLD | GLOBAL X FDS | — | 98,551.0 | $5.9M | 2.01% | +28K | +39.3% | $59.71 | +7.4% |
| 13 | SPEM | SPDR INDEX SHS FDS | — | 110,890.0 | $5.7M | 1.96% | -32K | -22.2% | $51.78 | +1.7% |
| 14 | THRO | BLACKROCK ETF TRUST | — | 131,207.0 | $5.7M | 1.93% | -36K | -21.4% | $43.11 | +1.0% |
| 15 | ESGU | ISHARES TR | — | 33,187.0 | $5.4M | 1.86% | +693.0 | +2.1% | $163.67 | +2.0% |
| 16 | MTUM | ISHARES TR | — | 14,362.0 | $4.9M | 1.68% | -6K | -28.5% | $342.84 | -13.5% |
| 17 | SCHG | SCHWAB STRATEGIC TR | — | 127,697.0 | $4.3M | 1.48% | +26K | +25.7% | $33.84 | +4.2% |
| 18 | BBUS | J P MORGAN EXCHANGE TRADED F | — | 29,765.0 | $4.0M | 1.37% | +3K | +13.1% | $134.72 | +2.0% |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | — | 82,782.0 | $4.0M | 1.37% | +27K | +48.2% | $48.43 | -2.4% |
| 20 | USXF | ISHARES TR | — | 57,487.0 | $4.0M | 1.36% | -28K | -33.0% | $69.45 | -3.5% |
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
73.7%
Technology
24.2%
Consumer Cyclical
2.0%