Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | — | 65,657.0 | $13.9M | 5.83% | +48K | +272.4% | $211.15 | +7.9% |
| 2 | IVV | ISHARES TR | — | 20,098.0 | $13.1M | 5.52% | +14K | +206.8% | $653.20 | +15.4% |
| 3 | — | BLACKROCK ETF TRUST | — | 407,781.0 | $13.1M | 5.52% | NEW | — | $32.15 | — |
| 4 | IVW | ISHARES TR | — | 100,635.0 | $11.4M | 4.79% | +70K | +225.7% | $113.11 | +22.3% |
| 5 | DYNF | BLACKROCK ETF TRUST | — | 195,227.0 | $11.4M | 4.78% | +112K | +135.2% | $58.18 | +15.5% |
| 6 | SPEM | SPDR INDEX SHS FDS | — | 142,494.0 | $6.7M | 2.81% | +81K | +131.9% | $46.91 | +11.9% |
| 7 | BAI | BLACKROCK ETF TRUST | — | 201,469.0 | $6.6M | 2.79% | +150K | +289.0% | $32.95 | +51.6% |
| 8 | QUAL | ISHARES TR | — | 34,483.0 | $6.6M | 2.78% | +25K | +252.3% | $191.81 | +12.5% |
| 9 | EAGG | ISHARES TR | — | 136,477.0 | $6.5M | 2.73% | +111K | +428.1% | $47.55 | -0.6% |
| 10 | THRO | BLACKROCK ETF TRUST | — | 166,848.0 | $6.0M | 2.54% | +122K | +274.9% | $36.22 | +19.0% |
| 11 | PZA | INVESCO EXCH TRADED FD TR II | — | 259,293.0 | $6.0M | 2.51% | NEW | — | $22.98 | +0.6% |
| 12 | — | BLACKROCK ETF TRUST | — | 82,480.0 | $5.8M | 2.43% | +66K | +411.4% | $70.14 | — |
| 13 | SUSC | ISHARES TR | — | 244,396.0 | $5.7M | 2.38% | +192K | +369.5% | $23.14 | -0.2% |
| 14 | SHLD | GLOBAL X FDS | — | 70,763.0 | $5.0M | 2.11% | +60K | +532.1% | $70.84 | -6.7% |
| 15 | BLCR | BLACKROCK ETF TRUST | — | 119,791.0 | $4.9M | 2.07% | NEW | — | $41.06 | +23.1% |
| 16 | MTUM | ISHARES TR | — | 20,091.0 | $4.8M | 2.03% | +15K | +271.1% | $239.99 | +30.9% |
| 17 | USXF | ISHARES TR | — | 85,845.0 | $4.7M | 1.99% | +78K | +977.0% | $55.20 | +22.2% |
| 18 | DSI | ISHARES TR | — | 39,065.0 | $4.7M | 1.99% | +33K | +534.1% | $121.19 | +17.4% |
| 19 | ESGU | ISHARES TR | — | 32,494.0 | $4.6M | 1.93% | +26K | +401.2% | $141.42 | +15.8% |
| 20 | EUSB | ISHARES TR | — | 75,725.0 | $3.3M | 1.39% | +66K | +679.9% | $43.50 | -0.3% |
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%