Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 741 | XSD | STATE STREET SPDR ETF S&P SEMICONDUCTOR | — | 28.0 | $9K | 0.00% | NEW | — | $323.14 | +78.4% |
| 742 | EEM | ISHARES MSCI ETF EMERGING MARKETS | — | 165.0 | $9K | 0.00% | NEW | — | $54.71 | +20.7% |
| 743 | HLN | HALEON PLC ADR | Healthcare | 890.0 | $9K | 0.00% | NEW | — | $10.11 | -7.9% |
| 744 | XLE | SELECT SECTOR SPDR ETF STATE STREET ENERGY SPDR | — | 200.0 | $9K | 0.00% | NEW | — | $44.75 | +32.1% |
| 745 | SCHM | SCHWAB U.S. MID-CAP ETF | — | 293.0 | $9K | 0.00% | NEW | — | $30.10 | +14.8% |
| 746 | B | BARRICK MNG CORP | Basic Materials | 200.0 | $9K | 0.00% | NEW | — | $43.55 | -5.3% |
| 747 | — | UNILEVER PLC ADR SPONSORED NEW 2025 | — | 133.0 | $9K | 0.00% | NEW | — | $65.40 | — |
| 748 | MCO | MOODY'S CORP | Financial Services | 17.0 | $9K | 0.00% | NEW | — | $510.82 | -12.8% |
| 749 | ARCC | ARES CAPITAL CORP | Financial Services | 428.0 | $9K | 0.00% | NEW | — | $20.23 | -7.4% |
| 750 | MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | — | 83.0 | $9K | 0.00% | NEW | — | $103.55 | -2.3% |
| 751 | VRT | VERTIV HOLDINGS LLC CL A | Industrials | 53.0 | $9K | 0.00% | NEW | — | $162.09 | +94.7% |
| 752 | FIW | FIRST TRUST WATER ETF | — | 79.0 | $9K | 0.00% | NEW | — | $108.65 | -6.8% |
| 753 | SOLV | SOLVENTUM CORP | Healthcare | 108.0 | $9K | 0.00% | NEW | — | $79.24 | -3.9% |
| 754 | OUSA | ALPS ETF TR OSHARES US QUALT | — | 148.0 | $9K | 0.00% | NEW | — | $57.70 | +1.5% |
| 755 | SRVR | PACER DATA & ETF INFRASTRUCTURE REAL ESTATE | — | 290.0 | $8K | 0.00% | NEW | — | $28.60 | +20.1% |
| 756 | MTUM | ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF | — | 33.0 | $8K | 0.00% | NEW | — | $250.30 | +20.7% |
| 757 | SCHP | SCHWAB STRATEGIC TR ETF U S TIPS | — | 311.0 | $8K | 0.00% | NEW | — | $26.52 | +0.4% |
| 758 | QYLD | GLOBAL X FDS ETF NASDAQ 100 COVERED CALL | — | 465.0 | $8K | 0.00% | NEW | — | $17.67 | +1.0% |
| 759 | — | JPMORGAN ETF TR ETF US QUALITY FACTOR ETF | — | 130.0 | $8K | 0.00% | NEW | — | $63.18 | — |
| 760 | — | PUBLIX SUPER MKTS INC RESTRICTED | — | 402.0 | $8K | 0.00% | NEW | — | $20.40 | — |
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
24.3%
Technology
17.6%
Healthcare
14.5%
Industrials
9.0%
Communication Services
7.1%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Real Estate
5.3%
Energy
5.3%
Utilities
4.2%