Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | GFEB | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 1,411.0 | $58K | 0.01% | -18.0 | -1.3% | $41.10 | +6.4% |
| 502 | IWO | ISHARES ETF RUSSELL 2000 GROWTH | — | 184.0 | $58K | 0.01% | — | — | $313.81 | +13.1% |
| 503 | AIQ | GLOBAL X FDS ARTIFICIAL ETF | — | 1,236.0 | $58K | 0.01% | — | — | $46.67 | +30.1% |
| 504 | HWM | HOWMET AEROSPACE INC | Industrials | 250.0 | $58K | 0.01% | NEW | — | $230.46 | +11.2% |
| 505 | PECO | PHILLIPS EDISON & CO INC NEW | Real Estate | 1,537.0 | $58K | 0.01% | — | — | $37.42 | +6.0% |
| 506 | OEF | ISHARES ETF S&P 100 | — | 179.0 | $57K | 0.01% | +26.0 | +17.0% | $318.07 | +15.4% |
| 507 | ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | — | 670.0 | $57K | 0.01% | — | — | $84.91 | +20.4% |
| 508 | VO | VANGUARD MID CAP ETF | — | 198.0 | $57K | 0.01% | +74.0 | +59.7% | $286.73 | -73.5% |
| 509 | CTBB | QWest Corp., 6.500per, due 09/01/2056 | Communication Services | 3,000.0 | $56K | 0.01% | — | — | $18.70 | +3.7% |
| 510 | PVLA | PALVELLA THERAPEUTICS INC NEW | Healthcare | 449.0 | $56K | 0.01% | — | — | $124.65 | -10.7% |
| 511 | GWW | GRAINGER W W INC | Industrials | 50.0 | $55K | 0.01% | NEW | — | $1090.82 | +13.6% |
| 512 | XLI | INDUSTRIAL SELECT ETF SECTOR SPDR | — | 334.0 | $54K | 0.01% | — | — | $161.49 | +4.4% |
| 513 | ISTB | ISHARES CORE 1-5 YR ETF USD BOND | — | 1,110.0 | $54K | 0.01% | — | — | $48.46 | -0.8% |
| 514 | — | NEBIUS GRP NV CLASS A | — | 517.0 | $54K | 0.01% | +17.0 | +3.4% | $103.76 | — |
| 515 | MP | MP MATLS CORP | Basic Materials | 1,101.0 | $53K | 0.01% | +1K | +990.1% | $48.26 | +13.1% |
| 516 | — | ASTRAZENECA PLC | — | 269.0 | $53K | 0.01% | -269.0 | -50.0% | $197.20 | — |
| 517 | VDC | VANGUARD CONSUMER ST ETF ETF | — | 236.0 | $53K | 0.01% | — | — | $224.59 | +3.9% |
| 518 | SPDW | SPDR PORTFOLIO ETF DEVELOPED WORLD EX-US | — | 1,161.0 | $53K | 0.01% | +1K | +1204.5% | $45.65 | +7.7% |
| 519 | PAAS | PAN AMERICAN SILVER CORP | Basic Materials | 970.0 | $53K | 0.01% | — | — | $54.63 | -2.9% |
| 520 | TT | TRANE TECHNOLOGIES PLC | Industrials | 123.0 | $51K | 0.01% | +86.0 | +232.4% | $418.27 | +7.1% |
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%