Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | EMR | EMERSON ELECTRIC CO | Industrials | 550.0 | $73K | 0.02% | NEW | — | $132.72 | +8.7% |
| 422 | IVOV | VANGUARD S&P MID-CAP ETF 400 VALUE | — | 722.0 | $73K | 0.02% | NEW | — | $101.01 | +12.0% |
| 423 | NULG | NUVEEN ESG LARGE CAP ETF GROWTH | — | 742.0 | $73K | 0.02% | NEW | — | $97.74 | +15.2% |
| 424 | DIVS | GUINNESS ATKINSON ETF FDS DIVIDEND BUILDER | — | 2,322.0 | $72K | 0.02% | NEW | — | $30.93 | +6.6% |
| 425 | MDY | SPDR S&P MIDCAP 400 ETF TRUST SERIES N | Financial Services | 119.0 | $72K | 0.02% | NEW | — | $603.28 | +13.7% |
| 426 | IWS | ISHARES RUSSELL ETF MID-CAP VALUE | — | 502.0 | $71K | 0.02% | NEW | — | $141.05 | +16.7% |
| 427 | ISCG | ISHARES TR MRGSTR SM CP GR | — | 1,270.0 | $70K | 0.02% | NEW | — | $55.46 | +12.8% |
| 428 | CGDV | CAPITAL GRP DIVIDEND ETF VALUE CREATION UNIT | — | 1,608.0 | $70K | 0.02% | NEW | — | $43.64 | +11.5% |
| 429 | PSA | PUBLIC STORAGE INC REIT | Real Estate | 267.0 | $69K | 0.02% | NEW | — | $259.50 | +20.8% |
| 430 | MMS | MAXIMUS INC | Industrials | 800.0 | $69K | 0.02% | NEW | — | $86.32 | -33.8% |
| 431 | SPBO | STATE STREET SPDR ETF PORTFOLIO CORPORATE BOND | — | 2,352.0 | $69K | 0.02% | NEW | — | $29.34 | -3.1% |
| 432 | SRE | SEMPRA ENERGY | Utilities | 779.0 | $69K | 0.02% | NEW | — | $88.34 | +6.0% |
| 433 | BLV | VANGUARD BD INDEX FDS LONG TERM BOND | — | 975.0 | $68K | 0.01% | NEW | — | $69.53 | -4.5% |
| 434 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 1,000.0 | $67K | 0.01% | NEW | — | $67.30 | +20.0% |
| 435 | BOTZ | GLOBAL X FUNDS ETF ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | — | 1,833.0 | $66K | 0.01% | NEW | — | $36.24 | -5.5% |
| 436 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 2,500.0 | $65K | 0.01% | NEW | — | $26.18 | -36.4% |
| 437 | AMZA | ETFIS SER TR I ETF INFRACAP MLP NEW | — | 1,646.0 | $65K | 0.01% | NEW | — | $39.51 | +24.2% |
| 438 | ESGD | ISHARES TR ETF ISHARES ESG AWARE MSCI EAFE ETF | — | 684.0 | $65K | 0.01% | NEW | — | $95.08 | +7.1% |
| 439 | MELI | MERCADOLIBRE INC COM USD0.001 | Consumer Cyclical | 32.0 | $64K | 0.01% | NEW | — | $2014.25 | -11.0% |
| 440 | USCI | UNITED STATES ETF COMMODITY INDEX FUND | Financial Services | 829.0 | $64K | 0.01% | NEW | — | $77.61 | +32.7% |
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
17.5%
Healthcare
14.5%
Industrials
9.0%
Communication Services
7.2%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Real Estate
5.3%
Energy
5.3%
Utilities
4.2%