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Archer Investment Management, LLC Top Holdings and 13F Report (2025)

About Archer Investment Management, LLC

Investment Activity

  • Archer Investment Management, LLC has $162.81 million in total holdings as of September 30, 2025.
  • Archer Investment Management, LLC owns shares of 59 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 21.86% of the portfolio was purchased this quarter.
  • About 10.15% of the portfolio was sold this quarter.
  • This quarter, Archer Investment Management, LLC has purchased 53 new stocks and bought additional shares in 16 stocks.
  • Archer Investment Management, LLC sold shares of 31 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

DIMENSIONAL ETF TRUST
$15,041,173

Largest New Holdings this Quarter

464287176 - iShares TIPS Bond ETF
$8,130,583 Holding
316092543 - Fidelity Emerging Markets Multifactor ETF
$6,868,700 Holding
808524888 - Schwab International Small-Cap Equity ETF
$5,059,899 Holding
30303M102 - Meta Platforms
$4,972,693 Holding
46434G863 - iShares ESG Aware MSCI EM ETF
$2,813,746 Holding

Largest Purchases this Quarter

iShares TIPS Bond ETF
73,104 shares (about $8.13M)
Fidelity Emerging Markets Multifactor ETF
228,348 shares (about $6.87M)
Schwab International Small-Cap Equity ETF
111,182 shares (about $5.06M)
Meta Platforms
6,771 shares (about $4.97M)
iShares ESG Aware MSCI EM ETF
64,803 shares (about $2.81M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
44,223 shares (about $4.45M)
Schwab Intermediate-Term U.S. Treasury ETF
111,891 shares (about $2.81M)
iShares 20+ Year Treasury Bond ETF
25,737 shares (about $2.30M)
GRAYSCALE ETHEREUM MINI TR E
32,669 shares (about $1.28M)
Vanguard Long-Term Treasury ETF
5,817 shares (about $330.75K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArcher Investment Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
DIMENSIONAL ETF TRUST
$15,041,173$543,807 3.8%270,6719.2%GLOBAL CORE PLUS
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$14,655,874$2,811,822 -16.1%583,2029.0%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$9,093,540$216,108 -2.3%127,4145.6%ETF
USMF
WisdomTree U.S. Multifactor Fund
$8,538,446$688,761 8.8%163,3535.2%Finance
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$8,507,343$198,193 2.4%192,5175.2%ETF
2023 ETF SERIES TRUST II
$8,273,774$26,419 -0.3%228,6205.1%GMO US QUALITY E
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$8,130,583$8,130,583 New Holding73,1045.0%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$8,094,125$4,453,234 -35.5%80,3795.0%ETF
FDEM
Fidelity Emerging Markets Multifactor ETF
$6,868,700$6,868,700 New Holding228,3484.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$5,527,687$2,300,105 -29.4%61,8523.4%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$5,357,907$167,512 3.2%60,2283.3%Manufacturing
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$5,059,899$5,059,899 New Holding111,1823.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,972,693$4,972,693 New Holding6,7713.1%Computer and Technology
DFSB
Dimensional Global Sustainability Fixed Income ETF
$4,748,153$132,855 2.9%89,1342.9%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$3,588,437$231,184 -6.1%139,5742.2%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$3,340,341$276,290 9.0%81,5712.1%ETF
Calvert US Mid-Cap Core Responsible Index ETF stock logo
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
$3,212,398$18,667 -0.6%50,5952.0%ETF
CVIE
Calvert International Responsible Index ETF
$3,044,095$234,166 8.3%44,6151.9%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$2,813,746$2,813,746 New Holding64,8031.7%Manufacturing
GRAYSCALE ETHEREUM MINI TR E
$2,282,509$1,279,971 -35.9%58,2571.4%SHS NEW
Xtrackers MSCI USA Selection Equity ETF stock logo
USSG
Xtrackers MSCI USA Selection Equity ETF
$2,223,120$11,839 0.5%36,2401.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,181,823$404,076 22.7%11,5011.3%ETF
ARK Fintech Innovation ETF stock logo
ARKF
ARK Fintech Innovation ETF
$2,112,791$2,112,791 New Holding37,1971.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,855,333$100,398 -5.1%48,1031.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,826,593$115,858 -6.0%30,4281.1%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$1,784,551$17,890 -1.0%11,9701.1%ETF
GRAYSCALE BITCOIN MINI TR ET
$1,557,581$82,932 5.6%30,7641.0%SHS NEW
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,555,474$1,555,474 New Holding7,4331.0%ETF
BITWISE BITCOIN ETF TR
$1,124,440$310,478 -21.6%18,0720.7%SHS BEN INT
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$1,095,901$71,784 -6.1%30,5180.7%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$970,578$222,027 -18.6%34,7880.6%ETF
Apple Inc. stock logo
AAPL
Apple
$969,586$95,227 -8.9%3,8080.6%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$949,068$4,594 -0.5%2,8920.6%ETF
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$925,218$134,728 17.0%17,9580.6%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$845,958$55,989 -6.2%36,3380.5%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$739,123$330,755 -30.9%12,9990.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$652,183$114,747 -15.0%14,1410.4%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$596,385$35,807 -5.7%18,1880.4%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$589,695$589,695 New Holding38,0940.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$548,958$79,788 -12.7%15,1020.3%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$544,761$8,182 1.5%11,3190.3%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$527,2070.0%2,8270.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$515,937$117,265 -18.5%10,0710.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$499,253$27,563 -5.2%8,3320.3%ETF
Invesco S&P SmallCap Quality ETF stock logo
XSHQ
Invesco S&P SmallCap Quality ETF
$470,857$121,382 34.7%10,9430.3%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$402,966$238,583 -37.2%16,5150.2%ETF
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$380,081$228 0.1%1,6690.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$358,068$68,401 -16.0%6910.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$330,014$10,979 3.4%1,5030.2%Retail/Wholesale
iShares ESG Select Screened S&P Small-Cap ETF stock logo
XJR
iShares ESG Select Screened S&P Small-Cap ETF
$291,366$67,373 -18.8%6,8460.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$278,312$2,359 -0.8%4,0120.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$265,724$22,088 -7.7%3,5730.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$263,926$19,958 -7.0%1,4150.2%Computer and Technology
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$255,3240.0%3,3280.2%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$246,680$246,680 New Holding1,7400.2%Computer and Technology
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$245,656$2,002 0.8%6,5040.2%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$236,376$56,299 -19.2%3,6360.1%Manufacturing
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$230,507$230,507 New Holding3,3690.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$214,333$29,394 -12.1%3500.1%ETF
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$0$1,870,418 -100.0%00.0%ETF
Ecofin Global Water ESG Fund stock logo
EBLU
Ecofin Global Water ESG Fund
$0$639,803 -100.0%00.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$0$244,430 -100.0%00.0%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$0$227,618 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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