Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | EQWL | INVESCO S&P 100 ETF EQUAL WEIGHT | — | 107.0 | $12K | 0.00% | +88.0 | +463.2% | $115.53 | +13.0% |
| 162 | — | ANNALY CAP MGMT INC NEW | — | 567.0 | $12K | 0.00% | +419.0 | +283.1% | $21.15 | — |
| 163 | SCHH | SCHWAB U.S. REIT ETF | — | 550.0 | $12K | 0.00% | +436.0 | +382.5% | $21.49 | +12.0% |
| 164 | PNC | PNC FINANCIAL SERVICES GROUP | Financial Services | 55.0 | $11K | 0.00% | +4.0 | +7.8% | $208.09 | +19.9% |
| 165 | — | SIEMENS A G - ADR | — | 88.0 | $11K | 0.00% | +1.0 | +1.1% | $121.91 | — |
| 166 | SCHC | SCHWAB STRATEGIC TR ETF INTL SMALL CAP EQUITY | — | 251.0 | $9K | 0.00% | +168.0 | +202.4% | $37.72 | +28.7% |
| 167 | SRVR | PACER DATA & ETF INFRASTRUCTURE REAL ESTATE | — | 296.0 | $9K | 0.00% | +6.0 | +2.1% | $31.20 | -0.2% |
| 168 | ALC | ALCON INC ORD SH | Healthcare | 114.0 | $9K | 0.00% | +13.0 | +12.9% | $75.35 | -7.6% |
| 169 | SPIB | STATE STREET SPDR ETF PORTFOLIO INTERMEDIATE TERM CORPORATE BOND | — | 232.0 | $8K | 0.00% | +2.0 | +0.9% | $33.53 | -0.5% |
| 170 | ARCC | ARES CAPITAL CORP | Financial Services | 431.0 | $8K | 0.00% | +3.0 | +0.7% | $18.04 | +3.8% |
| 171 | WTRG | ESSENTIAL UTILS INC | Utilities | 191.0 | $8K | 0.00% | +2.0 | +1.1% | $40.27 | -5.6% |
| 172 | SAH | SONIC AUTOMOTIVE INC | Consumer Cyclical | 110.0 | $8K | 0.00% | +1.0 | +0.9% | $68.51 | +22.2% |
| 173 | IXUS | ISHARES CORE MSCI ETF TOTAL INTL STK ETF | — | 82.0 | $7K | 0.00% | +53.0 | +182.8% | $86.63 | +9.3% |
| 174 | SHY | ISHARES ETF 1-3 YR TREASURY BOND | — | 83.0 | $7K | 0.00% | +1.0 | +1.2% | $82.22 | -0.3% |
| 175 | USHY | ISHARES TR ETF BROAD USD HIGH YIELD CORPORATE BD ETF | — | 156.0 | $6K | 0.00% | +19.0 | +13.9% | $36.84 | +0.1% |
| 176 | SM | SM ENERGY CO COM | Energy | 183.0 | $6K | 0.00% | +143.0 | +357.5% | $31.18 | -13.9% |
| 177 | SFL | SFL CORP LTD | Industrials | 509.0 | $5K | 0.00% | +9.0 | +1.8% | $10.80 | -1.9% |
| 178 | SCZ | ISHARES MSCI EAFE ETF SMALL CAP | — | 69.0 | $5K | 0.00% | +47.0 | +213.6% | $78.41 | +6.5% |
| 179 | SIRI | LIBERTY SIRIUS XM HOLDINGS INC NEW | Communication Services | 159.0 | $4K | 0.00% | +1.0 | +0.6% | $23.11 | +32.0% |
| 180 | NANC | TIDAL ETF TR ETF UNUSUAL WHALES SUBVERSVE DEMOCRATIC TRADING | — | 85.0 | $4K | 0.00% | +15.0 | +21.4% | $42.20 | +18.8% |
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%