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Archer Investment Corp.
Archer Investment Corp is an SEC-registered investment adviser headquartered in Carmel, Indiana. Founded in 2005, the firm provides portfolio management and advisory services to individuals (including high net worth clients) and institutions. Archer manages mutual funds and offers customized investment solutions. As of May 2025, the firm employs approximately 82 people and reports regulatory assets under management (AUM) exceeding $900 million.
Investment Strategy
Archer Investment Corp manages diversified portfolios, including mutual funds like the Archer Balanced Fund, seeking to deliver long-term growth by combining equities, fixed income, and other investments. The firm uses fundamental research to construct portfolios that balance capital appreciation with risk management, focusing on quality, liquidity, and risk-adjusted returns for both individual and institutional clients.
Latest 13F Filing Activity
Archer Investment Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 1,108 equity positions with a total 13F market value of $419M. The fund increased holdings in Invesco QQQ TR Unit Ser 1, SPDR Portfolio S&P 500 Etf, Broadcom Inc. among other positions. Archer Investment Corp. reduced exposure to Apple Inc., Unitedhealth Group Inc., Entergy Corporation among others.
Top Holdings
Equity Positions (1,108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FTCS | FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF | 7.10% | $29.8M | 327,863 | $63.88 | $90.89 | +$926.9K |
Q QQQ | INVESCO QQQ TR UNIT SER 1 | 6.41% | $26.9M | 48,711 | $348.66 | $551.64 | +$4.7M |
S SPLG | SPDR PORTFOLIO S&P 500 ETF | 3.74% | $15.7M | 215,602 | $62.68 | $72.69 | +$2.4M |
R RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | 3.33% | $14.0M | 76,902 | $154.34 | $181.74 | +$897.8K |
G GNOV | FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT | 2.66% | $11.2M | 306,099 | $34.98 | $36.48 | +$637.1K |
Industry Allocation
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