Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 721 | LMND | LEMONADE INC | Financial Services | 143.0 | $10K | 0.00% | NEW | — | $71.18 | -24.2% |
| 722 | CGMM | CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL | — | 352.0 | $10K | 0.00% | NEW | — | $28.84 | +8.2% |
| 723 | ONBPO | OLD NATL BANCORP 7per PFD IND NEW PERP MTY SER C PERP CALL 08/20/25 @ 25 | Financial Services | 400.0 | $10K | 0.00% | NEW | — | $25.21 | -1.9% |
| 724 | — | BANK OF AMERICA 6per PFD NON-CUM PERP MTY CALL 05/16/23 @ 25 | — | 400.0 | $10K | 0.00% | NEW | — | $25.10 | — |
| 725 | GRID | FIRST TRUST NASDAQ ETF CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FD | — | 66.0 | $10K | 0.00% | NEW | — | $152.00 | +24.0% |
| 726 | PATH | UIPATH INC CL A | Technology | 606.0 | $10K | 0.00% | NEW | — | $16.39 | -35.6% |
| 727 | WMB | WILLIAMS COMPANIES INC | Energy | 164.0 | $10K | 0.00% | NEW | — | $60.11 | +32.1% |
| 728 | GSK | GSK PLC ADR SPONSORED ADR NEW | Healthcare | 200.0 | $10K | 0.00% | NEW | — | $49.04 | +4.1% |
| 729 | VTRS | VIATRIS INC COM | Healthcare | 775.0 | $10K | 0.00% | NEW | — | $12.45 | +29.9% |
| 730 | EA | ELECTRONIC ARTS INC | Communication Services | 47.0 | $10K | 0.00% | NEW | — | $204.34 | -1.3% |
| 731 | AAOI | APPLIED OPTOELECTRONICS INC | Technology | 275.0 | $10K | 0.00% | NEW | — | $34.86 | +374.0% |
| 732 | FNDE | SCHWAB STRATEGIC TR ETF FUNDAMENTAL EMERGING MARKETS EQUITY | — | 265.0 | $10K | 0.00% | NEW | — | $36.00 | +12.2% |
| 733 | MQ | MARQETA INC CLASS A COM | Technology | 2,000.0 | $10K | 0.00% | NEW | — | $4.75 | -16.6% |
| 734 | SCHG | SCHWAB US LARGE-CAP ETF GROWTH | — | 290.0 | $9K | 0.00% | NEW | — | $32.63 | +5.2% |
| 735 | SPGI | S&P GLOBAL INC | Financial Services | 18.0 | $9K | 0.00% | NEW | — | $525.44 | -21.9% |
| 736 | TAP | MOLSON COORS BEVERAGE CO CLASS B | Consumer Defensive | 200.0 | $9K | 0.00% | NEW | — | $46.68 | -10.1% |
| 737 | RDDT | REDDIT INC | Communication Services | 40.0 | $9K | 0.00% | NEW | — | $229.88 | -32.6% |
| 738 | MBINL | MERCHANTS 7.625per PFD BANCORP NON CUM PERP MTY CLLB 01/01/30 @ 25 | Financial Services | 400.0 | $9K | 0.00% | NEW | — | $22.73 | +9.3% |
| 739 | SBAC | SBA COMMUNICATIONS CORP NEW CL A | Real Estate | 47.0 | $9K | 0.00% | NEW | — | $193.43 | +7.3% |
| 740 | EXPE | EXPEDIA INC | Consumer Cyclical | 32.0 | $9K | 0.00% | NEW | — | $283.31 | -24.1% |
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%