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CIK: 0001803804
Total reported value
$522.3M
$522.3M
1113 檔
13.6%
The Q2 2024 SEC filing reveals that Archer Investment Corp held a total portfolio value of $522.3M, covering 1113 public equity positions.
During Q2 2024, Archer Investment Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FTCS, QQQ, GJUN) accounted for 13.6% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 1113 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTCS | First Trust Capital Strength | ETF-Other | 7.22% | -0.55% | +1.00% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.54% | +0.75% | +4.68% | |
| 3 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 3.33% | +0.02% | +2139.59% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.51% | -0.11% | +3.56% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.14% | +8.30% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.01% | +0.26% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.83% | +0.36% | -10.11% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | +0.01% | +10.43% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.71% | -0.07% | -2.52% | |
| 10 | NFTY | First Trust India Nifty 50 E | ETF-Other | 1.65% | -0.10% | +5.37% | |
| 11 | PLD | Prologis Inc | Stock-Real Estate | 1.63% | -0.11% | — | |
| 12 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.62% | -0.04% | -9.27% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.11% | +0.50% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +0.03% | -0.56% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.19% | +0.04% | -2.96% | |
| 16 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.16% | — | +2.84% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.07% | +903.18% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.09% | — | EXIT | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.07% | -0.08% | -0.83% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | -0.09% | +1.34% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.09% | +1.63% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.11% | +0.49% | |
| 23 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.93% | -0.01% | -0.33% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.91% | -0.18% | +0.04% | |
| 25 | USEP | Innovator U.s. Equity Ultra | ETF-Other | 0.88% | -0.03% | -9.27% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.85% | -0.09% | +0.29% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.84% | — | +2.89% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.44% | +0.61% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.01% | +16.85% | |
| 30 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.78% | -0.04% | +0.83% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.02% | +3.19% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.02% | -0.85% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.17% | +0.57% | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.70% | +0.11% | +1.80% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.05% | +6.06% | |
| 36 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.61% | -0.03% | +0.28% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | +0.02% | +0.01% | |
| 38 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.58% | -0.04% | -2.35% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | -0.46% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.02% | -0.05% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.56% | -0.10% | +6.17% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.09% | +6.29% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.55% | -0.08% | +0.02% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | +1.67% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.12% | +24.63% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.07% | +0.01% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.10% | +3.94% | |
| 48 | PWR | Quanta Services Inc | Stock-Industrials | 0.48% | +0.10% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.04% | -0.35% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.04% | +6.92% |
According to official SEC Form 13F filings, Archer Investment Corp reported a total U.S. public equity portfolio value of $522.3M across 1113 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Archer Investment Corp's top holdings by market value included FTCS (7.2%)、QQQ (5.5%)、GJUN (3.3%). The largest single position, FTCS, represented 7.2% of total portfolio value.
In Q2 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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