Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | COIN | COINBASE GLOBAL, INC. CLASS A COMMON COM | Financial Services | 181.0 | $32K | 0.01% | +153.0 | +546.4% | $174.61 | +10.8% |
| 602 | NJAN | INNOVATOR TR ETF NASDAQ 100 PWR BUFFER JANUARY | — | 588.0 | $31K | 0.01% | — | — | $53.37 | +9.4% |
| 603 | URTH | ISHARES MSCI WORLD ETF | — | 170.0 | $31K | 0.01% | — | — | $179.49 | +12.3% |
| 604 | RDVI | FT VEST RISING ETF DIVIDEND ACHIEVERS TARGET INCOME | — | 1,191.0 | $30K | 0.01% | +385.0 | +47.8% | $25.55 | +7.2% |
| 605 | HTGC | HERCULES CAP INC | Financial Services | 2,043.0 | $30K | 0.01% | — | — | $14.77 | +3.7% |
| 606 | ROBO | ROBO GLOBAL ROBOTICS ETF & AUTOMATION INDEX | — | 436.0 | $30K | 0.01% | — | — | $68.37 | +22.9% |
| 607 | ETN | EATON CORP PLC | Industrials | 83.0 | $30K | 0.01% | — | — | $358.12 | +3.8% |
| 608 | O | REALTY INCOME CORP REIT | Real Estate | 484.0 | $30K | 0.01% | -8.0 | -1.6% | $61.17 | +1.5% |
| 609 | DDTN | INNOVATOR TR EQUITY ETF DUAL DIRECTIONAL 10 BUFFER NOVEMBER | — | 1,576.0 | $30K | 0.01% | — | — | $18.72 | +7.8% |
| 610 | IMTB | ISHARES TR ETF CORE 5-10 YR USD BD ETF | — | 673.0 | $29K | 0.01% | — | — | $43.82 | -1.1% |
| 611 | MS | MORGAN STANLEY COM USD0.01 | Financial Services | 175.0 | $29K | 0.01% | — | — | $164.77 | +15.1% |
| 612 | AMLP | ALPS TR ETF ALERIAN MLP NEW | — | 543.0 | $29K | 0.01% | — | — | $52.64 | +3.3% |
| 613 | HYLS | FIRST TRUST ETF IV ETF FIRST TR TACTICAL HIGH YIELD ETF | — | 700.0 | $28K | 0.01% | — | — | $40.57 | +0.9% |
| 614 | DFII | FIRST TRUST EXCHANGE TRADED FUND VEST BITCOIN STRATEGY &TARGET INCOME | — | 2,119.0 | $28K | 0.01% | +255.0 | +13.7% | $13.30 | +9.8% |
| 615 | WBD | WARNER BROS DISCOVERY INC COM SER A | Communication Services | 1,024.0 | $28K | 0.01% | -35.0 | -3.3% | $27.45 | -1.3% |
| 616 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 392.0 | $28K | 0.01% | NEW | — | $71.61 | +0.9% |
| 617 | DJT | TRUMP MEDIA & TECHNOLOGY GROUP CORP COMMON COM FLORIDA | Communication Services | 3,000.0 | $28K | 0.01% | — | — | $9.28 | -10.9% |
| 618 | TUSK | MAMMOTH ENERGY SERVICES INC | Industrials | 11,200.0 | $27K | 0.01% | — | — | $2.45 | +28.6% |
| 619 | IUSG | ISHARES CORE S&P US GROWTH ETF | — | 176.0 | $27K | 0.01% | — | — | $155.11 | +19.9% |
| 620 | SCHX | SCHWAB STRATEGIC TR ETF US LARGE CAP ETF | — | 1,050.0 | $27K | 0.01% | — | — | $25.64 | +13.7% |
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
22.4%
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%