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CIK: 0001803804
Total reported value
$522.3M
$522.3M
1211 檔
20.0%
The Q3 2025 SEC filing reveals that Archer Investment Corp held a total portfolio value of $522.3M, covering 1211 public equity positions.
Archer Investment Corp executed strategic sector rebalancing during Q3 2025, establishing 18 new positions while fully exiting 14 holdings and trimming 73 positions.
Showing top 200 holdings (of 1211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTCS | First Trust Capital Strength | ETF-Other | 6.81% | -0.55% | -1.65% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.54% | +0.75% | -0.91% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.91% | +0.14% | +2.53% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.29% | -0.11% | +0.05% | |
| 5 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 2.99% | — | +6182.41% | |
| 6 | ZAUG | Innov Eq Protect ETF - 1 Aug | ETF-Other | 2.34% | -0.16% | +5.75% | |
| 7 | NFTY | First Trust India Nifty 50 E | ETF-Other | 1.86% | -0.10% | +0.73% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.01% | +0.36% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | +0.01% | -2.51% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.43% | -0.12% | +6.35% | |
| 11 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.36% | -0.04% | +2.96% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.44% | +172.24% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.11% | -3.08% | |
| 14 | PLD | Prologis Inc | Stock-Real Estate | 1.28% | -0.11% | -0.04% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.03% | -2.51% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.19% | — | +3.03% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.11% | -0.13% | |
| 18 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.05% | -0.04% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.07% | -1.37% | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.95% | -0.01% | +4.28% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.93% | -0.08% | -0.02% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.92% | -0.03% | +6.67% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.91% | +0.36% | -4.49% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.09% | +0.53% | |
| 25 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.87% | -0.07% | -10.71% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.01% | +1.86% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.04% | -3.02% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.02% | -0.46% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.05% | +0.77% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.70% | -0.18% | -0.11% | |
| 31 | ZMAR | Inovatr E D Prct ETF - 1 Mar | ETF-Other | 0.69% | +0.02% | -0.40% | |
| 32 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.69% | -0.04% | +2.46% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.02% | -2.60% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.17% | +0.22% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.56% | +0.02% | -0.41% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.09% | +0.03% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.02% | — | |
| 38 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.53% | -0.03% | +2.72% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.04% | +0.41% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.02% | +0.75% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.50% | -0.08% | +1.56% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | -22.55% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.09% | -26.60% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.05% | -5.33% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.09% | -1.31% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.01% | -7.72% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.42% | +0.11% | — | |
| 48 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-Other | 0.42% | -0.05% | +9.13% | |
| 49 | PWR | Quanta Services Inc | Stock-Industrials | 0.42% | +0.10% | -0.66% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.40% | -0.08% | +0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GJUL | Ft Vest US Equity Moderate B | +3% | +6182.41% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | -0.91% | Add |
| 3 | LLY | Eli Lilly & Co | +0.7% | +172.24% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | -3.08% | Trim |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +2.53% | Add |
| 6 | ZMAR | Inovatr E D Prct ETF - 1 Mar | +0.5% | -0.40% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | -1.37% | Trim |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | +0.3% | +3.03% | Add |
| 9 | JBND | Jpmorgan Active Bond ETF | +0.2% | +41.11% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | -2.51% | Trim |
| 11 | PFE | Pfizer Inc | +0.2% | +37.01% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.53% | Trim |
| 13 | BAC | Bank Of America CORP | +0.2% | +0.35% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.67% | Add |
| 15 | CME | Cme Group Inc | +0.2% | +156.09% | Add |
| 16 | GJUN | Ft Vest US Equity Moderate B | +0.1% | -3.79% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -2.51% | Trim |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +18.21% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +6.43% | Add |
| 20 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | — | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | +235.74% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -0.13% | Trim |
| 23 | NFLX | Netflix Inc | +0.1% | +6.14% | Add |
| 24 | WSM | Williams-sonoma Inc | +0.1% | +2.74% | Add |
| 25 | VLO | Valero Energy CORP | +0.1% | — | Add |
| 26 | PXF | Invesco Rafi Developed Marke | +0.1% | +4.28% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.86% | Add |
| 28 | PWR | Quanta Services Inc | +0.1% | -0.66% | Trim |
| 29 | HII | Huntington Ingalls Industrie | +0.1% | — | Unchanged |
| 30 | UDEC | Innovator U.s. Equity Ultra | +0.1% | -0.32% | Add |
| 31 | FJUL | Ft Vest US Equity Buffer ETF | +0.1% | +355.92% | Add |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | +0.94% | Add |
| 33 | RPM | Rpm International Inc | +0.1% | +3.09% | Add |
| 34 | HIG | Hartford Insurance Group Inc | +0.1% | — | Add |
| 35 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.98% | Add |
| 37 | URI | United Rentals Inc | +0.1% | — | Unchanged |
| 38 | GOOG | Alphabet Inc-cl C | +0.1% | -3.84% | Add |
| 39 | NET | Cloudflare Inc - Class A | +0.1% | — | Unchanged |
| 40 | TRV | Travelers Cos Inc/the | +0.1% | — | Add |
| 41 | WRB | Wr Berkley CORP | +0.1% | — | Add |
| 42 | ITW | Illinois Tool Works | +0.1% | +6093.75% | Add |
| 43 | TT | Trane Technologies plc | +0.1% | — | Add |
| 44 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +0.48% | Add |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | — | Add |
| 46 | DVN | Devon Energy CORP | +0.1% | +1427.29% | Add |
| 47 | IDCC | Interdigital Inc | +0.1% | +4.30% | Add |
| 48 | MCO | Moody's CORP | +0.1% | +2823.53% | Add |
| 49 | PYPL | Paypal Holdings Inc | +0.1% | +497.19% | Add |
| 50 | GWW | Ww Grainger Inc | +0.1% | -2.78% | Add |
According to official SEC Form 13F filings, Archer Investment Corp reported a total U.S. public equity portfolio value of $522.3M across 1211 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FTCS, QQQ, SPYM) accounted for 20.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BALT
市值: $4.7M
Top Position Liquidated / Trimmed
ETR
前期市值: $512.9K
During Q3 2025, Archer Investment Corp's top holdings by market value included FTCS (6.8%)、QQQ (6.5%)、SPYM (3.9%). The largest single position, FTCS, represented 6.8% of total portfolio value.
In Q3 2025, Archer Investment Corp made 188 total portfolio adjustments, initiating 18 new buys, adding to 83 positions, trimming 73 holdings, and fully liquidating 14 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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