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 |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP COM | Stock | 301 | $293,245 | 1,718 | 0.00 | 1,718 | +Inf | 03-31-2024 | |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | ETF | 302 | $288,769 | 9,700 | 0.00 | 9,700 | +Inf | 03-31-2024 | |
| SUPER MICRO COMPUTER INC COM | Stock | 303 | $287,859 | 285 | 0.00 | 285 | +Inf | 03-31-2024 | |
| PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | ETF | 304 | $282,455 | 3,595 | 0.00 | 3,595 | +Inf | 03-31-2024 |
