Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GLDM | WORLD GOLD TR | Financial Services | 3,500.0 | $324K | 0.14% | NEW | — | $92.69 | -3.8% |
| 22 | IAUM | ISHARES GOLD TR | Financial Services | 5,161.0 | $241K | 0.10% | NEW | — | $46.70 | -3.8% |
| 23 | NCIQ | HASHDEX NASDAQ CME CRYPTO | Financial Services | 13,192.0 | $227K | 0.10% | NEW | — | $17.23 | +9.2% |
| 24 | HODL | VANECK BITCOIN ETF | — | 11,144.0 | $214K | 0.09% | NEW | — | $19.16 | +12.0% |
| 25 | FGDL | FRANKLIN TEMPLETON HOLDINGS | Financial Services | 3,396.0 | $211K | 0.09% | NEW | — | $62.16 | -3.7% |
| 26 | IWD | ISHARES TR | — | 943.0 | $201K | 0.09% | NEW | — | $213.67 | +11.5% |
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
73.8%
Technology
23.2%
Communication Services
3.0%