Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | CRWD | CROWDSTRIKE HLDGS INC CL A | Technology | 192.0 | $75K | 0.02% | — | — | $390.41 | +58.5% |
| 462 | IMCB | ISHARES MORNINGSTAR ETF MID CAP | — | 885.0 | $74K | 0.02% | -92.0 | -9.4% | $83.43 | +7.5% |
| 463 | IVOV | VANGUARD S&P MID-CAP ETF 400 VALUE | — | 722.0 | $74K | 0.02% | — | — | $101.95 | +3.6% |
| 464 | MDY | SPDR S&P MIDCAP 400 ETF TRUST SERIES N | Financial Services | 119.0 | $73K | 0.02% | — | — | $616.76 | +5.7% |
| 465 | IWS | ISHARES RUSSELL ETF MID-CAP VALUE | — | 502.0 | $73K | 0.02% | — | — | $145.74 | +6.1% |
| 466 | PSA | PUBLIC STORAGE INC REIT | Real Estate | 267.0 | $72K | 0.01% | — | — | $271.07 | +9.3% |
| 467 | PSEP | INNOVATOR ETFS TR ETF S&P 500 PWR BUFFER SEPTEMBER | — | 1,674.0 | $72K | 0.01% | — | — | $43.06 | +5.6% |
| 468 | EMR | EMERSON ELECTRIC CO | Industrials | 550.0 | $72K | 0.01% | — | — | $131.02 | +0.9% |
| 469 | FITB | FIFTH THIRD BANCORP | Financial Services | 1,540.0 | $72K | 0.01% | +287.0 | +22.9% | $46.46 | +3.2% |
| 470 | UNOV | INNOVATOR ETFS TRUST US EQTY ULTRA BU | — | 1,919.0 | $72K | 0.01% | — | — | $37.27 | +6.3% |
| 471 | BROS | DUTCH BROS INC CL A | Consumer Cyclical | 1,400.0 | $71K | 0.01% | -50.0 | -3.5% | $50.66 | +4.2% |
| 472 | DIVS | GUINNESS ATKINSON ETF FDS DIVIDEND BUILDER | — | 2,322.0 | $70K | 0.01% | — | — | $30.35 | +6.6% |
| 473 | IWP | ISHARES ETF RUSSELL MIDCAP GROWTH | — | 547.0 | $70K | 0.01% | — | — | $128.15 | +5.3% |
| 474 | ISCG | ISHARES TR MRGSTR SM CP GR | — | 1,270.0 | $70K | 0.01% | — | — | $54.80 | +8.3% |
| 475 | CGGR | CAPITAL GRP GROWTH ETF CREATION UNIT | — | 1,715.0 | $69K | 0.01% | — | — | $40.19 | +12.5% |
| 476 | CGDV | CAPITAL GRP DIVIDEND ETF VALUE CREATION UNIT | — | 1,608.0 | $68K | 0.01% | — | — | $42.54 | +11.2% |
| 477 | SPBO | STATE STREET SPDR ETF PORTFOLIO CORPORATE BOND | — | 2,352.0 | $68K | 0.01% | — | — | $29.03 | -1.4% |
| 478 | XLE | SELECT SECTOR SPDR ETF STATE STREET ENERGY SPDR | — | 1,113.0 | $68K | 0.01% | +913.0 | +456.5% | $61.24 | +0.0% |
| 479 | ACN | ACCENTURE PLC IRELAND SHARES CLASS A | Technology | 342.0 | $68K | 0.01% | -4K | -92.0% | $198.29 | -10.8% |
| 480 | NULG | NUVEEN ESG LARGE CAP ETF GROWTH | — | 742.0 | $67K | 0.01% | — | — | $90.89 | +19.2% |
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%