Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | COIN | COINBASE GLOBAL, INC. CLASS A COMMON COM | Financial Services | 181.0 | $32K | 0.01% | +153.0 | +546.4% | $174.61 | -5.2% |
| 142 | RDVI | FT VEST RISING ETF DIVIDEND ACHIEVERS TARGET INCOME | — | 1,191.0 | $30K | 0.01% | +385.0 | +47.8% | $25.55 | +13.8% |
| 143 | DFII | FIRST TRUST EXCHANGE TRADED FUND VEST BITCOIN STRATEGY &TARGET INCOME | — | 2,119.0 | $28K | 0.01% | +255.0 | +13.7% | $13.30 | -14.4% |
| 144 | IGIB | ISHARES TR ETF INTERMEDIATE TERM CR BD | — | 497.0 | $26K | 0.01% | +446.0 | +874.5% | $53.25 | -0.6% |
| 145 | PAVE | GLOBAL X FDS ETF US INFRASTRUCTURE DEV | — | 520.0 | $26K | 0.01% | +4.0 | +0.8% | $50.77 | +12.6% |
| 146 | SCHP | SCHWAB STRATEGIC TR ETF U S TIPS | — | 971.0 | $26K | 0.01% | +660.0 | +212.2% | $26.62 | -1.2% |
| 147 | NVS | NOVARTIS AG SPON ADR | Healthcare | 166.0 | $25K | 0.01% | +80.0 | +93.0% | $152.75 | +4.7% |
| 148 | REMX | VANECK ETF TRUST RARE EARTH AND S | — | 251.0 | $22K | 0.01% | +178.0 | +243.8% | $88.10 | -1.6% |
| 149 | PYPL | PAYPAL HLDGS INC COM | Financial Services | 488.0 | $22K | 0.01% | +101.0 | +26.1% | $45.20 | +0.6% |
| 150 | TMUS | T-MOBILE US INC | Communication Services | 105.0 | $22K | 0.01% | +2.0 | +1.9% | $209.55 | -15.3% |
| 151 | GLDM | SPDR GOLD MINISHARES ETF TR | Financial Services | 235.0 | $22K | 0.01% | +200.0 | +571.4% | $92.69 | -12.0% |
| 152 | SJM | J M SMUCKER CO | Consumer Defensive | 223.0 | $22K | 0.01% | +2.0 | +0.9% | $96.65 | +20.3% |
| 153 | MPLX | MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP | Energy | 354.0 | $20K | 0.00% | +6.0 | +1.7% | $57.11 | +0.1% |
| 154 | IONQ | IONQ INC | Technology | 669.0 | $19K | 0.00% | +50.0 | +8.1% | $28.83 | +70.4% |
| 155 | — | WALMART DE MEXICO SPON ADR SER V | — | 563.0 | $18K | 0.00% | +119.0 | +26.8% | $32.53 | — |
| 156 | FYC | FIRST TRUST ETF SMALL CAP GROWTH ALPHADX FUND | — | 185.0 | $18K | 0.00% | +165.0 | +825.0% | $96.98 | +27.3% |
| 157 | XLB | SELECT SECTOR SPDR ETF STATE STREET MATERIALS | — | 294.0 | $15K | 0.00% | +2.0 | +0.7% | $49.90 | +4.2% |
| 158 | ESGV | VANGUARD FD ESG U.S ETF COM | — | 126.0 | $14K | 0.00% | +1.0 | +0.8% | $111.98 | +17.8% |
| 159 | IJJ | ISHARES S&P MIDCAP ETF 400 VALUE | — | 98.0 | $13K | 0.00% | +1.0 | +1.0% | $131.89 | +11.3% |
| 160 | BTI | BRITISH AMERN TOB PLC SPON ADR | Consumer Defensive | 221.0 | $13K | 0.00% | +141.0 | +176.2% | $58.47 | +5.6% |
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%