Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | GJUL | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 8,318.0 | $339K | 0.07% | -370.0 | -4.3% | $40.78 | +8.9% |
| 222 | — | INNOVATOR ETFS TRUST EQUITY DEFINED PROTN ETF 1 YR NOVEMBER | — | 12,693.0 | $337K | 0.07% | -4K | -23.1% | $26.55 | — |
| 223 | DOCS | DOXIMITY INC CL A | Healthcare | 14,150.0 | $330K | 0.07% | NEW | — | $23.30 | +12.9% |
| 224 | E | Eni SpA | Energy | 5,782.0 | $327K | 0.07% | NEW | — | $56.61 | +1.8% |
| 225 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,938.0 | $326K | 0.07% | -349.0 | -6.6% | $65.99 | +1.4% |
| 226 | DELL | DELL TECHNOLOGIES INC CL C | Technology | 1,968.0 | $323K | 0.07% | -1K | -41.3% | $164.13 | +164.5% |
| 227 | WM | WASTE MGMT INC DEL | Industrials | 1,400.0 | $322K | 0.07% | +400.0 | +40.0% | $229.79 | -1.9% |
| 228 | ORKA | Oruka Therapeutics Inc | Healthcare | 6,546.0 | $321K | 0.07% | NEW | — | $49.05 | +114.7% |
| 229 | IYF | ISHARES ETF U.S. FINANCIALS | — | 2,720.0 | $320K | 0.07% | — | — | $117.66 | +15.4% |
| 230 | HUBS | HubSpot Inc | Technology | 1,301.0 | $318K | 0.07% | NEW | — | $244.10 | -1.1% |
| 231 | BBUS | JPMORGAN ETF BETABUILDERS US EQUITY | — | 2,691.0 | $315K | 0.07% | — | — | $117.18 | +18.0% |
| 232 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | — | 1,510.0 | $314K | 0.07% | +876.0 | +138.2% | $208.12 | +36.1% |
| 233 | GAUG | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 8,014.0 | $310K | 0.07% | -52.0 | -0.6% | $38.71 | +8.6% |
| 234 | UTHR | United Therapeutics Corp. | Healthcare | 519.0 | $308K | 0.07% | +100.0 | +23.9% | $592.98 | -12.1% |
| 235 | FORM | FormFactor Inc | Technology | 3,171.0 | $308K | 0.07% | NEW | — | $96.99 | +18.5% |
| 236 | TER | Teradyne Inc | Technology | 1,036.0 | $307K | 0.07% | NEW | — | $296.46 | +28.8% |
| 237 | DDFF | INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFFER ETF | — | 16,083.0 | $304K | 0.07% | NEW | — | $18.93 | +7.0% |
| 238 | OXY | OCCIDENTAL PETE CORP | Energy | 4,668.0 | $303K | 0.07% | +4K | +399.8% | $65.00 | -5.0% |
| 239 | GMAR | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | — | 7,184.0 | $299K | 0.06% | +2K | +36.7% | $41.69 | +7.7% |
| 240 | EOG | EOG RESOURCES INC | Energy | 2,064.0 | $298K | 0.06% | +27.0 | +1.3% | $144.58 | +5.7% |
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
22.5%
Technology
18.3%
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%