Portfolio (Quarterly)
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Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VRT | VERTIV HOLDINGS LLC CL A | Industrials | 1,528.0 | $383K | 0.08% | +1K | +2783.0% | $250.59 | +50.1% |
| 62 | SOLS | SOLSTICE ADVANCED MATLS INC COM | Basic Materials | 4,970.0 | $379K | 0.08% | +4K | +292.9% | $76.16 | +14.0% |
| 63 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,823.0 | $371K | 0.08% | +954.0 | +109.8% | $203.43 | +108.5% |
| 64 | MPC | MARATHON PETROLEUM CORP | Energy | 1,519.0 | $371K | 0.08% | +1K | +540.9% | $244.13 | +1.9% |
| 65 | WM | WASTE MGMT INC DEL | Industrials | 1,400.0 | $322K | 0.07% | +400.0 | +40.0% | $229.79 | -4.8% |
| 66 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | — | 1,510.0 | $314K | 0.07% | +876.0 | +138.2% | $208.12 | +30.0% |
| 67 | UTHR | United Therapeutics Corp. | Healthcare | 519.0 | $308K | 0.07% | +100.0 | +23.9% | $592.98 | -2.9% |
| 68 | OXY | OCCIDENTAL PETE CORP | Energy | 4,668.0 | $303K | 0.07% | +4K | +399.8% | $65.00 | -12.6% |
| 69 | GMAR | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | — | 7,184.0 | $299K | 0.06% | +2K | +36.7% | $41.69 | +5.1% |
| 70 | EOG | EOG RESOURCES INC | Energy | 2,064.0 | $298K | 0.06% | +27.0 | +1.3% | $144.58 | -5.9% |
| 71 | PANW | PALO ALTO NETWORKS INC COM USD0.0001 | Technology | 1,848.0 | $296K | 0.06% | +334.0 | +22.1% | $160.32 | +48.6% |
| 72 | EQT | EQT CORP | Energy | 4,592.0 | $292K | 0.06% | +4K | +3301.5% | $63.64 | -11.1% |
| 73 | ADSK | AUTODESK INC | Technology | 1,216.0 | $291K | 0.06% | +1K | +1297.7% | $239.40 | -1.2% |
| 74 | — | ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8) | — | 5,598.0 | $278K | 0.06% | +398.0 | +7.7% | $49.71 | — |
| 75 | NIO | NIO INC ADR | Consumer Cyclical | 45,506.0 | $274K | 0.06% | +45K | +6621.7% | $6.03 | +3.6% |
| 76 | ADI | ANALOG DEVICES INC | Technology | 860.0 | $274K | 0.06% | +834.0 | +3207.7% | $318.04 | +31.3% |
| 77 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 676.0 | $266K | 0.06% | +532.0 | +369.4% | $394.15 | +9.0% |
| 78 | FLEX | Flex Ltd | Technology | 4,000.0 | $262K | 0.06% | +579.0 | +16.9% | $65.46 | +119.4% |
| 79 | BX | BLACKSTONE INC | Financial Services | 2,263.0 | $260K | 0.06% | +2K | +6186.1% | $114.99 | +2.5% |
| 80 | GJAN | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 6,202.0 | $260K | 0.06% | +5K | +634.8% | $41.91 | +6.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
22.4%
Technology
18.4%
Healthcare
13.7%
Industrials
10.1%
Energy
7.4%
Communication Services
6.7%
Consumer Defensive
5.5%
Consumer Cyclical
5.4%
Real Estate
5.1%
Utilities
4.3%