Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | — | BLOCK INC CL A | — | 4,275.0 | $257K | 0.06% | +4K | +4447.9% | $60.18 | — |
| 82 | JAJL | INNOVATOR TR EQUITY ETF DEFINED PROTECTION 6 MO JAN/JUL | — | 8,830.0 | $257K | 0.06% | +7K | +305.1% | $29.07 | +2.2% |
| 83 | ORCL | ORACLE CORP | Technology | 1,679.0 | $247K | 0.05% | +15.0 | +0.9% | $147.08 | +27.9% |
| 84 | PM | PHILIP MORRIS INTERNATIONAL INC | Consumer Defensive | 1,472.0 | $243K | 0.05% | +11.0 | +0.8% | $165.39 | +14.0% |
| 85 | RGLD | ROYAL GOLD INC | Basic Materials | 871.0 | $222K | 0.05% | +814.0 | +1428.1% | $254.49 | -9.6% |
| 86 | EMN | EASTMAN CHEMICAL CO | Basic Materials | 2,840.0 | $217K | 0.05% | +3K | +10000.0% | $76.33 | -7.6% |
| 87 | STIP | ISHARES ETF 0-5 YEAR TIPS BOND | — | 2,010.0 | $208K | 0.04% | +135.0 | +7.2% | $103.44 | +0.1% |
| 88 | TWLO | TWILIO INC | Communication Services | 1,608.0 | $202K | 0.04% | +2K | +10000.0% | $125.82 | +54.8% |
| 89 | DFAC | DIMENSIONAL TR US ETF CORE EQUITY 2 | — | 4,955.0 | $193K | 0.04% | +5K | +1508.8% | $38.86 | +10.6% |
| 90 | BWXT | BWX TECHNOLOGIES CO | Industrials | 925.0 | $189K | 0.04% | +900.0 | +3600.0% | $204.49 | -0.5% |
| 91 | NOW | SERVICENOW INC | Technology | 1,775.0 | $186K | 0.04% | +1K | +491.7% | $104.55 | -5.2% |
| 92 | JPIE | J P MORGAN EXCHANGE ETF TRADED FD TR INCOME | — | 3,577.0 | $165K | 0.04% | +297.0 | +9.1% | $46.07 | -0.4% |
| 93 | LUMN | LUMEN TECHNOLOGIES INC LA | Communication Services | 22,095.0 | $154K | 0.03% | +22K | +10000.0% | $6.95 | +43.5% |
| 94 | DT | Dynatrace, Inc. | Technology | 4,105.0 | $152K | 0.03% | +2K | +88.9% | $36.98 | +4.2% |
| 95 | IUSV | ISHARES ETF CORE S&P U.S. VALUE | — | 1,463.0 | $150K | 0.03% | +1K | +1089.4% | $102.25 | +5.7% |
| 96 | LNC | LINCOLN NATL CORP IND | Financial Services | 4,200.0 | $149K | 0.03% | +4K | +2558.2% | $35.50 | -2.4% |
| 97 | TLN | TALEN ENERGY CORP NEW | Utilities | 461.0 | $147K | 0.03% | +450.0 | +4090.9% | $319.23 | +4.0% |
| 98 | SPYV | STATE STREET SPDR ETF PORTFOLIO S&P 500 VALUE | — | 2,547.0 | $144K | 0.03% | +1K | +68.7% | $56.58 | +5.8% |
| 99 | VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | — | 1,637.0 | $130K | 0.03% | +2K | +3797.6% | $79.29 | -0.5% |
| 100 | SCHR | SCHWAB STRATEGIC TR ETF INTERMEDIATE-TERM US TREASURY | — | 4,782.0 | $119K | 0.03% | +711.0 | +17.5% | $24.91 | -1.5% |
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%