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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 681 | UBER | UBER TECHNOLOGIES INC COM | Technology | 278.0 | $20K | 0.00% | -32.0 | -10.3% | $71.93 | +9.5% |
| 682 | EZU | ISHARES MSCI ETF EUROZONE | — | 318.0 | $20K | 0.00% | — | — | $62.64 | +14.1% |
| 683 | SPSM | STATE STREET SPDR ETF PORTFOLIO S&P 600 SMALL CAP | — | 404.0 | $20K | 0.00% | NEW | — | $48.32 | +18.5% |
| 684 | IONQ | IONQ INC | Technology | 669.0 | $19K | 0.00% | +50.0 | +8.1% | $28.83 | +55.6% |
| 685 | XNTK | SPDR SERIES TRUST STATE STREET NYSE TECHNOLOGY ETF | — | 73.0 | $19K | 0.00% | — | — | $255.27 | +40.0% |
| 686 | EQIX | EQUINIX INC | Real Estate | 19.0 | $19K | 0.00% | — | — | $980.26 | +8.7% |
| 687 | AMGN | AMGEN INC | Healthcare | 53.0 | $19K | 0.00% | -48.0 | -47.5% | $350.36 | +25.4% |
| 688 | IJK | ISHARES S&P MIDCAP ETF 400 GROWTH | — | 184.0 | $19K | 0.00% | — | — | $100.88 | +14.4% |
| 689 | TDG | TRANSDIGM GROUP INC | Industrials | 16.0 | $19K | 0.00% | — | — | $1158.94 | +3.6% |
| 690 | SFY | TIDAL TR I ETF SOFI SELECT 500 NEW | — | 148.0 | $18K | 0.00% | — | — | $124.82 | +21.6% |
| 691 | NOC | NORTHROP GRUMMAN CORP NEW | Industrials | 27.0 | $18K | 0.00% | — | — | $678.48 | -18.8% |
| 692 | — | WALMART DE MEXICO SPON ADR SER V | — | 563.0 | $18K | 0.00% | +119.0 | +26.8% | $32.53 | — |
| 693 | CCL | CARNIVAL CORP | Consumer Cyclical | 702.0 | $18K | 0.00% | — | — | $25.89 | -0.6% |
| 694 | IHI | ISHARES TR U.S. MED DVC ETF | — | 336.0 | $18K | 0.00% | — | — | $53.42 | +5.1% |
| 695 | FYC | FIRST TRUST ETF SMALL CAP GROWTH ALPHADX FUND | — | 185.0 | $18K | 0.00% | +165.0 | +825.0% | $96.98 | +25.8% |
| 696 | CARR | CARRIER GLOBAL CORP | Industrials | 318.0 | $18K | 0.00% | — | — | $56.31 | +7.2% |
| 697 | SYF | SYNCHRONY FINANCIAL | Financial Services | 261.0 | $18K | 0.00% | — | — | $68.15 | +16.6% |
| 698 | MBB | ISHARES TR MBS ETF | — | 187.0 | $18K | 0.00% | — | — | $95.10 | -2.1% |
| 699 | VV | VANGUARD LRG CAP ETF | — | 59.0 | $18K | 0.00% | — | — | $298.85 | +18.0% |
| 700 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 39.0 | $17K | 0.00% | -35.0 | -47.3% | $446.54 | +22.7% |
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
22.6%
Technology
18.5%
Healthcare
13.8%
Industrials
10.1%
Energy
7.1%
Communication Services
6.4%
Consumer Cyclical
5.5%
Consumer Defensive
5.5%
Real Estate
5.1%
Utilities
4.4%