Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | PVLA | PALVELLA THERAPEUTICS INC NEW | Healthcare | 449.0 | $47K | 0.01% | NEW | — | $104.67 | +10.3% |
| 482 | XLF | SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | — | 852.0 | $47K | 0.01% | NEW | — | $54.80 | -5.6% |
| 483 | NOW | SERVICENOW INC | Technology | 300.0 | $46K | 0.01% | NEW | — | $153.19 | -34.9% |
| 484 | FTSL | FIRST TR FUND IV ETF SENIOR LOAN FUND | — | 1,000.0 | $46K | 0.01% | NEW | — | $45.88 | -2.1% |
| 485 | TDVG | T ROWE PRICE ETF EXCHANGE TRADED FDS INC DIVID GROWTH ETF | — | 1,019.0 | $46K | 0.01% | NEW | — | $44.95 | +5.7% |
| 486 | UJAN | INNOVATOR ETFS TRUST US EQT ULTRA BF | — | 1,057.0 | $46K | 0.01% | NEW | — | $43.25 | +4.1% |
| 487 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 144.0 | $45K | 0.01% | NEW | — | $314.84 | +39.2% |
| 488 | D | DOMINION ENERGY INC COM | Utilities | 760.0 | $44K | 0.01% | NEW | — | $58.55 | +16.6% |
| 489 | AXP | AMERICAN EXPRESS CO COM USD0.20 | Financial Services | 119.0 | $44K | 0.01% | NEW | — | $370.66 | -16.4% |
| 490 | ADX | ADAMS DIVERSIFIED EQUITY FUND INC | Financial Services | 1,889.0 | $44K | 0.01% | NEW | — | $23.32 | +6.6% |
| 491 | XBB | BONDBLOXX ETF TR BB RATED USD HIGH YIELD CORP BD | — | 1,070.0 | $44K | 0.01% | NEW | — | $41.14 | -0.7% |
| 492 | JMUB | J P MORGAN ETF MUN ETF | — | 867.0 | $44K | 0.01% | NEW | — | $50.48 | -1.0% |
| 493 | CHCO | CITY HOLDING COMPANY | Financial Services | 366.0 | $44K | 0.01% | NEW | — | $119.20 | +4.4% |
| 494 | IDV | ISHARES ETF INTL SELECT DIVIDEND | — | 1,097.0 | $43K | 0.01% | NEW | — | $39.45 | +15.0% |
| 495 | PSKY | PARAMOUNT SKYDANCE CORP COM CL B | Communication Services | 3,210.0 | $43K | 0.01% | NEW | — | $13.40 | -24.4% |
| 496 | SPHB | INVESCO TR II ETF S&P 500 HIGH BETA | — | 364.0 | $43K | 0.01% | NEW | — | $116.97 | +19.7% |
| 497 | DTD | WISDOMTREE TOTAL DIV ETF | — | 500.0 | $42K | 0.01% | NEW | — | $84.88 | +8.7% |
| 498 | OCTJ | INNOVATOR TR ETF PREMIUM INCOME 30 BARRIER | — | 1,771.0 | $42K | 0.01% | NEW | — | $23.95 | +0.9% |
| 499 | IWN | ISHARES ETF RUSSELL 2000 VALUE | — | 231.0 | $42K | 0.01% | NEW | — | $181.21 | +15.8% |
| 500 | — | NEBIUS GRP NV CLASS A | — | 500.0 | $42K | 0.01% | NEW | — | $83.71 | — |
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%