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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | SPMO | INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM | — | 153.0 | $18K | 0.00% | NEW | — | $119.32 | +25.6% |
| 622 | NXPI | NXP SEMICONDUCTORS NV | Technology | 83.0 | $18K | 0.00% | NEW | — | $217.87 | +27.3% |
| 623 | — | RAMACO RESOURCES INC CL A | — | 1,000.0 | $18K | 0.00% | NEW | — | $18.00 | — |
| 624 | VDE | VANGUARD ENERGY ETF | — | 142.0 | $18K | 0.00% | NEW | — | $125.92 | +33.6% |
| 625 | IJK | ISHARES S&P MIDCAP ETF 400 GROWTH | — | 184.0 | $18K | 0.00% | NEW | — | $97.03 | +16.7% |
| 626 | MBB | ISHARES TR MBS ETF | — | 187.0 | $18K | 0.00% | NEW | — | $95.29 | -2.5% |
| 627 | RYN | RAYONIER INC | Real Estate | 817.0 | $18K | 0.00% | NEW | — | $21.65 | -1.6% |
| 628 | GNOV | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | — | 444.0 | $18K | 0.00% | NEW | — | $39.72 | +5.3% |
| 629 | ROK | ROCKWELL AUTOMATION INC | Industrials | 45.0 | $18K | 0.00% | NEW | — | $390.09 | +18.1% |
| 630 | EXEL | EXELIXIS INC | Healthcare | 400.0 | $18K | 0.00% | NEW | — | $43.83 | +27.0% |
| 631 | FPI | FARMLAND PARTNERS INC | Real Estate | 1,788.0 | $17K | 0.00% | NEW | — | $9.69 | -1.3% |
| 632 | CCJ | CAMECO CORP | Energy | 189.0 | $17K | 0.00% | NEW | — | $91.49 | -2.4% |
| 633 | DXCM | DEXCOM INC | Healthcare | 255.0 | $17K | 0.00% | NEW | — | $66.37 | +6.2% |
| 634 | — | BLACKROCK ETF TR ETF US CARBON TRANSITION READINESS ETF | — | 227.0 | $17K | 0.00% | NEW | — | $74.09 | — |
| 635 | CARR | CARRIER GLOBAL CORPORATION COM | Industrials | 318.0 | $17K | 0.00% | NEW | — | $52.84 | +30.9% |
| 636 | ILCG | ISHARES MORNINGSTAR ETF GROWTH | — | 160.0 | $17K | 0.00% | NEW | — | $104.04 | +8.2% |
| 637 | ESML | ISHARES TR ETF ESG MSCI USA SMALL CAP OPTIMIZED ETF | — | 361.0 | $17K | 0.00% | NEW | — | $45.98 | +17.4% |
| 638 | SILA | SILA REALTY TR INC CL A | Real Estate | 704.0 | $16K | 0.00% | NEW | — | $23.31 | +30.2% |
| 639 | APOS | APOLLO GLOBAL MGMT INC NEW | Financial Services | 112.0 | $16K | 0.00% | NEW | — | $144.76 | -82.3% |
| 640 | VGK | VANGUARD FTSE ETF EUROPEAN | — | 192.0 | $16K | 0.00% | NEW | — | $83.61 | +5.0% |
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
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%