Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DSI | ISHARES TR | — | 27,556.0 | $3.9M | 1.34% | -12K | -29.5% | $142.39 | +2.7% |
| 22 | SCHB | SCHWAB STRATEGIC TR | — | 129,422.0 | $3.7M | 1.28% | +8K | +6.3% | $28.96 | +2.0% |
| 23 | SPMB | SPDR SERIES TRUST | — | 159,834.0 | $3.6M | 1.22% | +73K | +83.3% | $22.31 | -2.4% |
| 24 | INMU | BLACKROCK ETF TRUST II | — | 145,722.0 | $3.5M | 1.21% | +18K | +14.0% | $24.25 | -3.0% |
| 25 | EUSB | ISHARES TR | — | 76,663.0 | $3.3M | 1.14% | +938.0 | +1.2% | $43.45 | -2.1% |
| 26 | ESGE | ISHARES INC | — | 58,417.0 | $3.2M | 1.09% | -2K | -2.5% | $54.69 | -1.1% |
| 27 | VEU | VANGUARD INTL EQUITY INDEX F | — | 36,260.0 | $3.0M | 1.04% | -981.0 | -2.6% | $83.75 | +1.5% |
| 28 | VTI | VANGUARD INDEX FDS | — | 7,187.0 | $2.7M | 0.91% | +2K | +47.2% | $370.04 | +1.9% |
| 29 | QUAL | ISHARES TR | — | 11,974.0 | $2.6M | 0.90% | -23K | -65.3% | $219.44 | +1.0% |
| 30 | EVUS | ISHARES TR | — | 73,379.0 | $2.6M | 0.88% | +31K | +73.1% | $35.11 | +5.8% |
| 31 | GSLC | GOLDMAN SACHS ETF TR | — | 17,590.0 | $2.5M | 0.85% | +2K | +10.5% | $141.89 | +3.0% |
| 32 | SPYM | SPDR SERIES TRUST | — | 28,310.0 | $2.5M | 0.85% | -7K | -20.4% | $87.88 | +2.6% |
| 33 | SUNB | SUNBELT RENTALS HOLDINGS INC | Financial Services | 33,005.0 | $2.5M | 0.84% | NEW | — | $74.81 | -10.0% |
| 34 | QLTY | GMO ETF TRUST | — | 56,094.0 | $2.3M | 0.80% | -5K | -8.3% | $41.62 | +3.4% |
| 35 | BINC | BLACKROCK ETF TRUST II | — | 44,232.0 | $2.3M | 0.79% | -10K | -17.7% | $52.34 | -1.5% |
| 36 | NCIQ | HASHDEX NASDAQ CME CRYPTO | Financial Services | 157,232.0 | $2.3M | 0.79% | +144K | +1091.9% | $14.61 | +33.1% |
| 37 | EAGG | ISHARES TR | — | 48,269.0 | $2.3M | 0.78% | -88K | -64.6% | $47.41 | -2.3% |
| 38 | VTEB | VANGUARD MUN BD FDS | — | 43,486.0 | $2.2M | 0.75% | -11K | -19.9% | $50.58 | -3.2% |
| 39 | IAU | ISHARES GOLD TR | Financial Services | 28,109.0 | $2.1M | 0.72% | +8K | +39.0% | $75.51 | +8.9% |
| 40 | EFV | ISHARES TR | — | 27,067.0 | $2.1M | 0.71% | +3K | +11.7% | $76.55 | +7.0% |
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%