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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO COM | Stock | 51 | $5,215,371 | 42,623 | 0.00 | 42,623 | +Inf | 03-31-2024 | |
| VERIZON COMMUNICATIONS INC COM | Stock | 52 | $5,047,506 | 120,293 | 0.00 | 120,293 | +Inf | 03-31-2024 | |
| INVESCO NASDAQ 100 ETF | ETF | 53 | $4,999,734 | 27,367 | 0.00 | 27,367 | +Inf | 03-31-2024 | |
| WALMART INC COM | Stock | 54 | $4,810,665 | 79,951 | 0.00 | 79,951 | +Inf | 03-31-2024 |
