Archer Investment Management, LLC

Q3 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
59
Total value ($000)
$162,813
Net value change ($000)
+25,042 (18.2%)
New positions
10
Sold out positions
4
Turnover %
21.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TIP 8,131 NEW
FDEM 6,869 NEW
SCHC 5,060 NEW
META 4,973 NEW
ESGE 2,814 NEW
ARKF 2,113 NEW
ITA 1,555 NEW
USMF 840 10.9%
DFGP 825 5.8%
ICLN 590 NEW
Top Reduces (Value $000, Stocks/ETFs)
SGOV -4,452 -35.5%
SCHR -2,742 -15.8%
TLT -2,202 -28.5%
FUTY -1,870 -100.0%
Managed Portfolio Series -640 -100.0%
VGLT -317 -30.0%
QUAL -244 -100.0%
SCHO -238 -37.1%
DFAX -228 -100.0%
BITB -227 -16.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type