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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | FLOT | ISHARES TR FLTG RATE NT ETF | — | 725.0 | $37K | 0.01% | NEW | — | $50.86 | +0.3% |
| 522 | XMMO | INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM | — | 265.0 | $37K | 0.01% | NEW | — | $138.46 | +18.0% |
| 523 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 63.0 | $37K | 0.01% | NEW | — | $580.71 | -25.4% |
| 524 | FCX | FREEPORT-MCMORAN INC COM USD0.10 | Basic Materials | 718.0 | $36K | 0.01% | NEW | — | $50.79 | +22.7% |
| 525 | GJAN | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 844.0 | $36K | 0.01% | NEW | — | $42.79 | +4.3% |
| 526 | VO | VANGUARD MID CAP ETF | — | 124.0 | $36K | 0.01% | NEW | — | $290.97 | -73.4% |
| 527 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 850.0 | $35K | 0.01% | NEW | — | $41.48 | +5.3% |
| 528 | HRB | H & R BLOCK INC | Consumer Cyclical | 800.0 | $35K | 0.01% | NEW | — | $43.58 | -13.1% |
| 529 | RLTY | COHEN &STEERS REAL ESTATE OPP SHS BENFIN INT | Financial Services | 2,338.0 | $34K | 0.01% | NEW | — | $14.70 | +6.2% |
| 530 | JEPQ | JPMORGAN TR NASDAQ ETF NASDAQ EQUITY PREM INCOME | — | 590.0 | $34K | 0.01% | NEW | — | $58.12 | +3.4% |
| 531 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 74.0 | $34K | 0.01% | NEW | — | $453.36 | -5.1% |
| 532 | ONB | OLD NATL BANCORP IND | Financial Services | 1,500.0 | $33K | 0.01% | NEW | — | $22.31 | +6.8% |
| 533 | DFII | FIRST TRUST EXCHANGE TRADED FUND VEST BITCOIN STRATEGY &TARGET INCOME | — | 1,864.0 | $33K | 0.01% | NEW | — | $17.85 | -17.9% |
| 534 | AMGN | AMGEN INC | Healthcare | 101.0 | $33K | 0.01% | NEW | — | $328.78 | +2.6% |
| 535 | MAIN | MAIN STREET CAPITAL CORP | Financial Services | 546.0 | $33K | 0.01% | NEW | — | $60.40 | -15.5% |
| 536 | NJAN | INNOVATOR TR ETF NASDAQ 100 PWR BUFFER JANUARY | — | 588.0 | $32K | 0.01% | NEW | — | $54.92 | +6.6% |
| 537 | TSN | TYSON FOODS INC CL A | Consumer Defensive | 550.0 | $32K | 0.01% | NEW | — | $58.62 | +13.5% |
| 538 | ISCV | ISHARES MORNINGSTAR ETF SMALL CAP VALUE | — | 468.0 | $32K | 0.01% | NEW | — | $68.50 | +8.2% |
| 539 | LVDS | J P MORGAN TR ETF FUNDAMENTAL DATA SCIENCE LARGE VALUE | — | 642.0 | $32K | 0.01% | NEW | — | $49.66 | +11.1% |
| 540 | URTH | ISHARES MSCI WORLD ETF | — | 170.0 | $31K | 0.01% | NEW | — | $185.23 | +9.1% |
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%