Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | CSCO | CISCO SYSTEMS INC | Technology | 5,962.0 | $463K | 0.10% | -899.0 | -13.1% | $77.59 | +51.4% |
| 62 | — | PUTNAM TR ETF FRANKLIN MUNI HIGH YIELD | — | 39,429.0 | $455K | 0.10% | -2K | -4.0% | $11.53 | — |
| 63 | VB | VANGUARD SMALL CAP ETF | — | 1,735.0 | $455K | 0.10% | -43.0 | -2.4% | $261.98 | +7.4% |
| 64 | MAR | MARRIOTT INTL INC NEW CL A | Consumer Cyclical | 1,340.0 | $438K | 0.09% | -10.0 | -0.7% | $327.07 | +10.2% |
| 65 | NFLX | NETFLIX INC | Communication Services | 4,520.0 | $435K | 0.09% | -3K | -37.1% | $96.15 | -7.0% |
| 66 | TSLA | TESLA INC COM | Consumer Cyclical | 1,140.0 | $424K | 0.09% | -27.0 | -2.3% | $371.75 | +10.7% |
| 67 | USEP | INNOVATOR ETFS TRUST US EQTY ULTRA B | — | 10,828.0 | $419K | 0.09% | -116.0 | -1.1% | $38.67 | +5.7% |
| 68 | UJUL | INNOVATOR ETFS TRUST US EQT ULTRA BF | — | 10,832.0 | $415K | 0.09% | -2K | -15.4% | $38.30 | +5.1% |
| 69 | ABT | ABBOTT LABORATORIES | Healthcare | 3,778.0 | $388K | 0.08% | -1K | -25.8% | $102.66 | -15.5% |
| 70 | GOCT | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | — | 9,474.0 | $366K | 0.08% | -58.0 | -0.6% | $38.63 | +6.1% |
| 71 | BNDX | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | — | 7,318.0 | $352K | 0.07% | -4K | -34.5% | $48.05 | -0.8% |
| 72 | GLW | CORNING INC | Technology | 2,511.0 | $341K | 0.07% | -585.0 | -18.9% | $135.97 | +32.5% |
| 73 | GJUL | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 8,318.0 | $339K | 0.07% | -370.0 | -4.3% | $40.78 | +5.4% |
| 74 | — | INNOVATOR ETFS TRUST EQUITY DEFINED PROTN ETF 1 YR NOVEMBER | — | 12,693.0 | $337K | 0.07% | -4K | -23.1% | $26.55 | — |
| 75 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,938.0 | $326K | 0.07% | -349.0 | -6.6% | $65.99 | +11.1% |
| 76 | DELL | DELL TECHNOLOGIES INC CL C | Technology | 1,968.0 | $323K | 0.07% | -1K | -41.3% | $164.13 | +46.4% |
| 77 | GAUG | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 8,014.0 | $310K | 0.07% | -52.0 | -0.6% | $38.71 | +5.7% |
| 78 | LMBS | FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF | — | 5,962.0 | $297K | 0.06% | -46.0 | -0.8% | $49.81 | -0.2% |
| 79 | INTC | INTEL CORP COM USD0.001 | Technology | 6,343.0 | $280K | 0.06% | -1K | -14.5% | $44.13 | +141.3% |
| 80 | IJH | ISHARES CORE S&P MID ETF ETF | — | 4,094.0 | $276K | 0.06% | -2K | -33.4% | $67.52 | +6.9% |
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
22.4%
Technology
18.4%
Healthcare
13.7%
Industrials
10.1%
Energy
7.4%
Communication Services
6.7%
Consumer Defensive
5.5%
Consumer Cyclical
5.4%
Real Estate
5.1%
Utilities
4.3%