Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | JCI | JOHNSON CTLS INTL PLC | Industrials | 307.0 | $45K | 0.01% | +259.0 | +539.6% | $146.05 | +2.1% |
| 162 | BKNG | BOOKING HLDGS INC | Consumer Cyclical | 251.0 | $45K | 0.01% | +241.0 | +2410.0% | $177.94 | +18.8% |
| 163 | UOCT | INNOVATOR ETF S&P 500 ULTRA BUFFER ETF OCTOBER | — | 1,063.0 | $44K | 0.01% | +108.0 | +11.3% | $41.11 | +1.9% |
| 164 | ALC | ALCON INC ORD SH | Healthcare | 614.0 | $41K | 0.01% | +500.0 | +438.6% | $67.10 | +10.7% |
| 165 | PAVE | GLOBAL X FDS ETF US INFRASTRUCTURE DEV | — | 693.0 | $41K | 0.01% | +173.0 | +33.3% | $58.88 | -2.5% |
| 166 | MS | MORGAN STANLEY & CO | Financial Services | 176.0 | $37K | 0.01% | +1.0 | +0.6% | $208.73 | +3.7% |
| 167 | INTU | INTUIT INC | Technology | 141.0 | $37K | 0.01% | +126.0 | +840.0% | $260.08 | +35.2% |
| 168 | RDVI | FT VEST RISING ETF DIVIDEND ACHIEVERS TARGET INCOME | — | 1,199.0 | $35K | 0.01% | +8.0 | +0.7% | $29.41 | +1.0% |
| 169 | VYMI | VANGUARD INTERNATINL ETF HIGH DIVIDEND YIELD | — | 351.0 | $34K | 0.01% | +86.0 | +32.5% | $98.20 | +5.9% |
| 170 | PNC | PNC FINANCIAL SERVICES GROUP | Financial Services | 135.0 | $33K | 0.01% | +80.0 | +145.4% | $246.22 | +2.9% |
| 171 | UJUN | INNOVATOR TR ETF S&P 500 ULTRA BUFFER ETF JUNE | — | 845.0 | $33K | 0.01% | +130.0 | +18.2% | $38.54 | +1.6% |
| 172 | XLC | SELECT SECTOR SPDR ETF STATE STREET COMM SERV SELECT SECTOR SPDR | — | 287.0 | $31K | 0.01% | +60.0 | +26.4% | $107.13 | +4.0% |
| 173 | O | REALTY INCOME CORP REIT | Real Estate | 488.0 | $30K | 0.01% | +4.0 | +0.8% | $62.02 | +0.7% |
| 174 | MBB | ISHARES MBS ETF | — | 296.0 | $28K | 0.01% | +109.0 | +58.3% | $94.36 | -1.3% |
| 175 | ESGV | VANGUARD FD ESG U.S ETF COM | — | 201.0 | $27K | 0.01% | +75.0 | +59.5% | $132.15 | +2.6% |
| 176 | SFY | TIDAL TR I ETF SOFI SELECT 500 NEW | — | 178.0 | $26K | 0.01% | +30.0 | +20.3% | $148.87 | +2.3% |
| 177 | SJM | J M SMUCKER CO | Consumer Defensive | 226.0 | $25K | 0.01% | +3.0 | +1.4% | $112.43 | +6.6% |
| 178 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 443.0 | $25K | 0.01% | +51.0 | +13.0% | $56.22 | +8.0% |
| 179 | AXP | AMERICAN EXPRESS COMPANY | Financial Services | 73.0 | $25K | 0.01% | +1.0 | +1.4% | $336.44 | +0.3% |
| 180 | IJR | ISHARES CORE S&P ETF SMALLCAP | — | 160.0 | $24K | 0.01% | +43.0 | +36.8% | $148.31 | -0.0% |
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
25.1%
Technology
19.3%
Healthcare
14.3%
Industrials
9.7%
Communication Services
6.7%
Consumer Cyclical
5.3%
Real Estate
5.0%
Energy
5.0%
Consumer Defensive
4.6%
Utilities
4.0%