Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | USEP | INNOVATOR ETFS TRUST US EQTY ULTRA B | — | 10,828.0 | $419K | 0.09% | -116.0 | -1.1% | $38.67 | +5.7% |
| 202 | UJUL | INNOVATOR ETFS TRUST US EQT ULTRA BF | — | 10,832.0 | $415K | 0.09% | -2K | -15.4% | $38.30 | +5.2% |
| 203 | PTEN | Patterson-UTI Energy Inc | Energy | 38,082.0 | $412K | 0.09% | NEW | — | $10.83 | +14.7% |
| 204 | PJAN | INNOVATOR ETFS TR ETF S&P 500 POWER BUFFER ETF JANUARY | — | 8,868.0 | $409K | 0.09% | +2K | +26.7% | $46.13 | +6.2% |
| 205 | DOC | HEALTHPEAK PPTYS INC | Real Estate | 24,516.0 | $403K | 0.09% | — | — | $16.43 | +17.8% |
| 206 | IGLD | FIRST TR EXCHANGE-TRADED FD FT VEST GOLD | — | 15,454.0 | $395K | 0.08% | +4K | +29.6% | $25.53 | -5.6% |
| 207 | ABT | ABBOTT LABORATORIES | Healthcare | 3,778.0 | $388K | 0.08% | -1K | -25.8% | $102.66 | -14.4% |
| 208 | VRT | VERTIV HOLDINGS LLC CL A | Industrials | 1,528.0 | $383K | 0.08% | +1K | +2783.0% | $250.59 | +48.0% |
| 209 | KAPR | INNOVATOR ETFS TR ETF RUSSELL 2000 PWR BUFFER ETF APRIL | — | 10,492.0 | $380K | 0.08% | — | — | $36.25 | +5.7% |
| 210 | SOLS | SOLSTICE ADVANCED MATLS INC COM | Basic Materials | 4,970.0 | $379K | 0.08% | +4K | +292.9% | $76.16 | +11.8% |
| 211 | CLX | CLOROX COMPANY | Consumer Defensive | 3,600.0 | $373K | 0.08% | — | — | $103.63 | -10.4% |
| 212 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,823.0 | $371K | 0.08% | +954.0 | +109.8% | $203.43 | +106.9% |
| 213 | MPC | MARATHON PETROLEUM CORP | Energy | 1,519.0 | $371K | 0.08% | +1K | +540.9% | $244.13 | +4.5% |
| 214 | GOCT | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | — | 9,474.0 | $366K | 0.08% | -58.0 | -0.6% | $38.63 | +6.2% |
| 215 | CL | COLGATE-PALMOLIVE CO | Consumer Defensive | 4,212.0 | $359K | 0.08% | — | — | $85.23 | +5.5% |
| 216 | BNDX | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | — | 7,318.0 | $352K | 0.07% | -4K | -34.5% | $48.05 | -0.7% |
| 217 | FJUL | FIRST TR ETF VIII FT VEST US EQUITY BUFFER JULY | — | 6,410.0 | $351K | 0.07% | — | — | $54.72 | +7.3% |
| 218 | LRCX | LAM RESEARCH CORP COM NEW | Technology | 1,624.0 | $347K | 0.07% | NEW | — | $213.66 | +33.3% |
| 219 | AMT | AMERICAN TOWER CORP REIT | Real Estate | 2,000.0 | $345K | 0.07% | — | — | $172.58 | +2.7% |
| 220 | GLW | CORNING INC | Technology | 2,511.0 | $341K | 0.07% | -585.0 | -18.9% | $135.97 | +41.1% |
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
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%