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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | Technology | 268.0 | $81K | 0.02% | NEW | — | $303.76 | +29.2% |
| 402 | SHAK | Shake Shack, Inc. Class A | Consumer Cyclical | 998.0 | $81K | 0.02% | NEW | — | $81.17 | -21.0% |
| 403 | IMCB | ISHARES MORNINGSTAR ETF MID CAP | — | 977.0 | $81K | 0.02% | NEW | — | $82.73 | +9.7% |
| 404 | SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | — | 1,724.0 | $81K | 0.02% | NEW | — | $46.81 | +9.1% |
| 405 | IXN | ISHARES GLOBAL TECH ETF | — | 765.0 | $80K | 0.02% | NEW | — | $104.95 | +26.7% |
| 406 | IDEV | ISHARES TR ETF CORE MSCI INTL DEVELOPED MKTS ETF | — | 972.0 | $80K | 0.02% | NEW | — | $82.47 | +8.4% |
| 407 | EQIN | COLUMBIA US EQUITY ETF INCOME | — | 1,674.0 | $79K | 0.02% | NEW | — | $47.48 | +5.8% |
| 408 | STZ | CONSTELLATION BRANDS INC CLASS A | Consumer Defensive | 572.0 | $79K | 0.02% | NEW | — | $137.96 | +6.2% |
| 409 | BSEP | INNOVATOR ETFS TR ETF S&P 500 BUFFER SEPTEMBER | — | 1,588.0 | $78K | 0.02% | NEW | — | $49.25 | +5.8% |
| 410 | CF | CF INDUSTRIES HOLDINGS INC | Basic Materials | 1,000.0 | $77K | 0.02% | NEW | — | $77.34 | +59.4% |
| 411 | CGGR | CAPITAL GRP GROWTH ETF CREATION UNIT | — | 1,715.0 | $76K | 0.02% | NEW | — | $44.47 | +3.3% |
| 412 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 125.0 | $76K | 0.02% | NEW | — | $605.01 | -20.4% |
| 413 | IVE | ISHARES S&P500 VALUE ETF | — | 355.0 | $75K | 0.02% | NEW | — | $212.30 | +6.3% |
| 414 | IWP | ISHARES ETF RUSSELL MIDCAP GROWTH | — | 547.0 | $75K | 0.02% | NEW | — | $136.97 | +0.3% |
| 415 | MARA | Mara Holdings, Inc. | Financial Services | 8,260.0 | $74K | 0.02% | NEW | — | $8.98 | +35.6% |
| 416 | FFEB | FIRST TR EXCHANGE ETF TRADED FD VIII FT VEST US EQ BUFFER FEB | — | 1,306.0 | $74K | 0.02% | NEW | — | $56.62 | +6.7% |
| 417 | PSEP | INNOVATOR ETFS TR ETF S&P 500 PWR BUFFER SEPTEMBER | — | 1,674.0 | $73K | 0.02% | NEW | — | $43.72 | +4.2% |
| 418 | XLG | INVESCO TR ETF S&P 500 TOP 50 | — | 1,234.0 | $73K | 0.02% | NEW | — | $59.28 | +7.2% |
| 419 | TRP | TC ENERGY CORP COM | Energy | 1,328.0 | $73K | 0.02% | NEW | — | $55.01 | +26.1% |
| 420 | UNOV | INNOVATOR ETFS TRUST US EQTY ULTRA BU | — | 1,919.0 | $73K | 0.02% | NEW | — | $38.06 | +4.6% |
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
24.3%
Technology
17.6%
Healthcare
14.5%
Industrials
9.0%
Communication Services
7.1%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Real Estate
5.3%
Energy
5.3%
Utilities
4.2%