Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANCHOR INVESTMENT MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 1042 | 954,078,062 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP COM | Stock | 1 | $41,323,880 | 98,222 | 0.00 | 98,222 | +Inf | 03-31-2024 | |
| VISA INC COM CL A | Stock | 2 | $27,989,885 | 100,293 | 0.00 | 100,293 | +Inf | 03-31-2024 | |
| APPLE INC COM | Stock | 3 | $20,981,510 | 122,355 | 0.00 | 122,355 | +Inf | 03-31-2024 | |
| SCHWAB U.S. LARGE-CAP ETF | ETF | 4 | $19,093,630 | 307,664 | 0.00 | 307,664 | +Inf | 03-31-2024 |
