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CIK: 0001803804
Total reported value
$522.3M
$522.3M
1073 檔
13.0%
According to the latest 13F quarterly dataset, Archer Investment Corp managed an equity portfolio of $522.3M at the end of Q1 2024, spanning 1073 distinct U.S. exchange-listed positions.
During Q1 2024, Archer Investment Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1073 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTCS | First Trust Capital Strength | ETF-Other | 7.51% | -0.55% | +0.75% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.05% | +0.75% | +2.06% | |
| 3 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 3.12% | -0.01% | +35003.65% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.57% | -0.11% | +9.07% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.10% | +0.36% | +0.86% | |
| 6 | PLD | Prologis Inc | Stock-Real Estate | 1.95% | -0.11% | -0.14% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.14% | +28.60% | |
| 8 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.80% | -0.07% | -5.05% | |
| 9 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.79% | -0.04% | -13.91% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.01% | -10.23% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | +0.01% | +1.37% | |
| 12 | NFTY | First Trust India Nifty 50 E | ETF-Other | 1.52% | -0.10% | +14.03% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.31% | +0.04% | -6.32% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.03% | -1.52% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.11% | -6.67% | |
| 16 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.16% | — | +6.04% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | -0.09% | +0.59% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.11% | -0.08% | -4.65% | |
| 19 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.11% | — | EXIT | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.98% | -0.01% | +2.59% | |
| 21 | USEP | Innovator U.s. Equity Ultra | ETF-Other | 0.97% | -0.03% | -7.60% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 0.96% | +0.11% | -1.81% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.91% | -0.18% | +8.03% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.85% | — | -3.65% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.09% | -4.50% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.07% | -0.20% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.11% | +1.76% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.09% | -0.47% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.17% | +10.79% | |
| 30 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.76% | -0.04% | +1.93% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.02% | +6.94% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.44% | -13.64% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.02% | -1.12% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.05% | +1.82% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | +10.44% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.02% | -5.29% | |
| 37 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.63% | -0.03% | +2.89% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.60% | -0.08% | -2.47% | |
| 39 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.60% | -0.04% | +78.11% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | +0.02% | -0.15% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.07% | +3.35% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | -0.87% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.02% | +1.25% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.54% | -0.10% | +15.09% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.04% | +0.03% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.04% | -0.51% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.51% | +0.10% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.10% | -0.10% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | +0.01% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.09% | +201.71% |
According to official SEC Form 13F filings, Archer Investment Corp reported a total U.S. public equity portfolio value of $522.3M across 1073 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FTCS, QQQ, GJAN) accounted for 13.0% of total reported equity market value during Q1 2024.
During Q1 2024, Archer Investment Corp's top holdings by market value included FTCS (7.5%)、QQQ (5.0%)、GJAN (3.1%). The largest single position, FTCS, represented 7.5% of total portfolio value.
In Q1 2024, Archer Investment Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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