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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | SPLV | INVESCO EXCH TRADED FD TR II S&P500 LOW VOL | — | 2,203.0 | $161K | 0.03% | — | — | $73.13 | +0.4% |
| 342 | ZWS | Zurn Elkay Water Solutions, Corp. | Industrials | 3,590.0 | $161K | 0.03% | — | — | $44.84 | +7.1% |
| 343 | PSX | PHILLIPS 66 | Energy | 879.0 | $160K | 0.03% | -149.0 | -14.5% | $182.15 | -1.3% |
| 344 | WAT | WATERS CORPORATION | Healthcare | 531.0 | $158K | 0.03% | NEW | — | $297.80 | +11.5% |
| 345 | SANM | Sanmina Corp. | Technology | 1,200.0 | $156K | 0.03% | NEW | — | $129.64 | +73.7% |
| 346 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | Financial Services | 334.0 | $155K | 0.03% | -40.0 | -10.7% | $462.62 | +6.8% |
| 347 | LUMN | LUMEN TECHNOLOGIES INC LA | Communication Services | 22,095.0 | $154K | 0.03% | +22K | +10000.0% | $6.95 | +39.1% |
| 348 | PSTG | Everpure, Inc. | Technology | 2,600.0 | $154K | 0.03% | -219.0 | -7.8% | $59.04 | +41.9% |
| 349 | — | JBT Marel Corp. | — | 1,195.0 | $153K | 0.03% | NEW | — | $127.87 | — |
| 350 | IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | — | 1,283.0 | $152K | 0.03% | -392.0 | -23.4% | $118.45 | +5.5% |
| 351 | DT | Dynatrace, Inc. | Technology | 4,105.0 | $152K | 0.03% | +2K | +88.9% | $36.98 | +7.8% |
| 352 | GSY | INVESCO ACTIVELY ETF MANAGED ETF TR ULTRA SHORT DURATION | — | 3,024.0 | $152K | 0.03% | — | — | $50.12 | -0.1% |
| 353 | — | Somnigroup International, Inc. | — | 2,028.0 | $150K | 0.03% | NEW | — | $73.92 | — |
| 354 | IUSV | ISHARES ETF CORE S&P U.S. VALUE | — | 1,463.0 | $150K | 0.03% | +1K | +1089.4% | $102.25 | +6.1% |
| 355 | LNC | LINCOLN NATL CORP IND | Financial Services | 4,200.0 | $149K | 0.03% | +4K | +2558.2% | $35.50 | -2.3% |
| 356 | TJX | TJX COMPANIES INC | Consumer Cyclical | 933.0 | $149K | 0.03% | -988.0 | -51.4% | $159.66 | -5.9% |
| 357 | EFA | ISHARES MSCI EAFE ETF | — | 1,524.0 | $148K | 0.03% | — | — | $97.13 | +4.9% |
| 358 | TLN | TALEN ENERGY CORP NEW | Utilities | 461.0 | $147K | 0.03% | +450.0 | +4090.9% | $319.23 | +1.6% |
| 359 | SLQD | ISHARES 0-5 YEAR ETF INVESTMENT GRADE CORP BOND | — | 2,908.0 | $147K | 0.03% | — | — | $50.49 | -0.6% |
| 360 | FNDF | SCHWAB STRATEGIC TR ETF FUNDAMENTAL INTRNTNL EQUITY | — | 2,971.0 | $145K | 0.03% | — | — | $48.93 | +7.4% |
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%