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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 661 | MCHP | MICROCHIP TECHNOLOGY INC | Technology | 223.0 | $14K | 0.00% | NEW | — | $63.72 | +44.1% |
| 662 | BBCA | JP MORGAN ETF BETABUILDERS CDA NEW | — | 152.0 | $14K | 0.00% | NEW | — | $93.28 | +7.3% |
| 663 | IJR | ISHARES CORE S&P ETF SMALLCAP | — | 117.0 | $14K | 0.00% | NEW | — | $120.18 | +13.0% |
| 664 | GEHC | GE HEALTHCARE TECHS INC | Healthcare | 171.0 | $14K | 0.00% | NEW | — | $81.84 | -24.8% |
| 665 | AOR | ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION | — | 215.0 | $14K | 0.00% | NEW | — | $65.01 | +5.4% |
| 666 | — | WALMART DE MEXICO SPON ADR SER V | — | 444.0 | $14K | 0.00% | NEW | — | $31.17 | — |
| 667 | BJAN | INNOVATOR ETFS TR ETF S&P 500 BUFFER ETF JAN | — | 248.0 | $14K | 0.00% | NEW | — | $55.05 | +5.9% |
| 668 | SFM | SPROUTS FARMERS MARKET INC | Consumer Defensive | 171.0 | $14K | 0.00% | NEW | — | $79.67 | +13.0% |
| 669 | OTIS | OTIS WORLDWIDE CORP COM | Industrials | 155.0 | $14K | 0.00% | NEW | — | $87.35 | -18.8% |
| 670 | XLU | SELECT SECTOR SPDR ETF STATE STREET UTILITIES | — | 316.0 | $13K | 0.00% | NEW | — | $42.69 | +4.3% |
| 671 | MSI | MOTOROLA SOLUTIONS INC COM NEW | Technology | 35.0 | $13K | 0.00% | NEW | — | $385.34 | +3.5% |
| 672 | GD | GENL DYNAMICS CORP | Industrials | 40.0 | $13K | 0.00% | NEW | — | $334.85 | +1.6% |
| 673 | NDSN | NORDSON CORP | Industrials | 56.0 | $13K | 0.00% | NEW | — | $238.98 | +13.7% |
| 674 | QTEC | FIRST TR NASDAQ 100 TECH INDX SHS | — | 58.0 | $13K | 0.00% | NEW | — | $230.21 | +28.7% |
| 675 | XLB | SELECT SECTOR SPDR ETF STATE STREET MATERIALS | — | 292.0 | $13K | 0.00% | NEW | — | $45.40 | +9.5% |
| 676 | LYV | LIVE NATION ENTERTAINMENT INC | Communication Services | 93.0 | $13K | 0.00% | NEW | — | $142.51 | +14.4% |
| 677 | LYB | LYONDELLBASELL INDUSTRIES AF SCA CLASS A | Basic Materials | 306.0 | $13K | 0.00% | NEW | — | $43.30 | +68.7% |
| 678 | ET | ENERGY TRANSFER LP | Energy | 800.0 | $13K | 0.00% | NEW | — | $16.49 | +23.7% |
| 679 | CDNS | CADENCE DESIGN SYSTEMS INC | Technology | 42.0 | $13K | 0.00% | NEW | — | $312.57 | +12.3% |
| 680 | FGDL | FRANKLIN TEMPLETON ETF HLDGS TR RESPONSIBLY SOURCED GOLD | Financial Services | 226.0 | $13K | 0.00% | NEW | — | $57.60 | +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
17.6%
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%