Anchor Pointe Wealth Management, LLC
CIK 2033218 · View on SEC EDGAR ↗
- Portfolio value
- $76.9M
- Positions
- 88
- As of
- Dec. 31, 2024 Data as of Q4 2024
#8,520 of 9,443 by 13F value · top 90.2%
- Top 10 holdings weight
- 41.97%
- Top 25 holdings weight
- 69.43%
- Positions above 1%
- 31
- Effective number of positions
- 35.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
- New positions
- 88
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Technology
8.9%
Consumer products
4.5%
Retail
2.5%
Communication Services
2.4%
Healthcare
1.9%
Utilities
1.8%
Energy
1.6%
Financials
1.4%
Telecommunication
1.2%
Consumer Staples
0.9%
Consumer Discretionary
0.5%
Materials
0.3%
Industrials
0.3%
Other/Unmapped
71.9%
Full portfolio 88 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MGK | $6,936,288 | 9.02% | 20,006 | Up ×1 | |||
| MGV | $4,794,271 | 6.23% | 38,502 | Up ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $3,450,577 | 4.49% | 20,651 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $3,268,759 | 4.25% | 12,961 | Up ×1 | |||
| IVV | $3,048,613 | 3.96% | 5,159 | Up ×1 | |||
| MINT | $2,390,077 | 3.11% | 23,737 | Up ×1 | |||
| IVW | $2,389,876 | 3.11% | 23,334 | Up ×1 | |||
| QUAL | $2,020,632 | 2.63% | 11,315 | Up ×1 | |||
| GOVT | $1,989,651 | 2.59% | 88,527 | Up ×1 | |||
| VBR | $1,981,844 | 2.58% | 10,029 | Up ×1 | |||
| DYNF | $1,979,575 | 2.57% | 38,446 | Up ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $1,877,863 | 2.44% | 21,388 | Up ×1 | |||
| VOE | $1,803,425 | 2.35% | 11,175 | Up ×1 | |||
| VOT | $1,716,483 | 2.23% | 6,730 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1,549,611 | 2.02% | 11,271 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1,525,914 | 1.98% | 3,592 | Up ×1 | |||
| EFV | $1,373,562 | 1.79% | 26,218 | Up ×1 | |||
| EFG | $1,363,311 | 1.77% | 14,052 | Up ×1 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1,277,347 | 1.66% | 28,155 | Up ×1 | |||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1,212,617 | 1.58% | 24,079 | Up ×1 | |||
| SPYV | $1,180,060 | 1.53% | 23,093 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,165,811 | 1.52% | 5,268 | Up ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $1,071,054 | 1.39% | 9,270 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,015,484 | 1.32% | 5,310 | Up ×1 | |||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,010,009 | 1.31% | 19,570 | Up ×1 | |||
| MTUM | $960,463 | 1.25% | 4,620 | Up ×1 | |||
| SHYG | $918,671 | 1.19% | 21,555 | Up ×1 | |||
| VBK | $867,745 | 1.13% | 3,094 | Up ×1 | |||
| VTI | $827,380 | 1.08% | 2,845 | Up ×1 | |||
| FLCB | $802,010 | 1.04% | 38,028 | Up ×1 | |||
| VOO | $766,585 | 1.00% | 1,417 | Up ×1 | |||
| IYW | $748,167 | 0.97% | 4,647 | Up ×1 | |||
| TLH | $699,047 | 0.91% | 7,001 | Up ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $698,785 | 0.91% | 12,586 | Up ×1 | |||
| SPHY | $654,740 | 0.85% | 27,897 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $608,372 | 0.79% | 1,029 | Up ×1 | |||
| SPMO | $597,506 | 0.78% | 6,256 | Up ×1 | |||
| BINC | $540,529 | 0.70% | 10,391 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $535,352 | 0.70% | 5,911 | Up ×1 | |||
| SPIB | $521,330 | 0.68% | 15,899 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $493,539 | 0.64% | 2,095 | Up ×1 | |||
| T AT&T Inc. | $467,397 | 0.61% | 20,672 | Up ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $456,985 | 0.59% | 11,540 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $397,788 | 0.52% | 953 | Up ×1 | |||
| FLOT | $385,849 | 0.50% | 7,585 | Up ×1 | |||
| USMV | $348,305 | 0.45% | 3,927 | Up ×1 | |||
| CVX Chevron Corporation Common Stock | $334,060 | 0.43% | 2,335 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $330,740 | 0.43% | 1,382 | Up ×1 | |||
| SPTL | $318,537 | 0.41% | 12,121 | Up ×1 | |||
| LQD | $315,320 | 0.41% | 2,945 | Up ×1 | |||
| USB U.S. Bancorp Common Stock | $304,414 | 0.40% | 6,309 | Up ×1 | |||
| AMGN Amgen Inc. - Common Stock | $301,573 | 0.39% | 1,163 | Up ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $284,626 | 0.37% | 3,474 | Up ×1 | |||
| JEPI | $282,844 | 0.37% | 4,880 | Up ×1 | |||
| PFE Pfizer, Inc. Common Stock | $280,738 | 0.37% | 10,626 | Up ×1 | |||
| FLBL | $277,066 | 0.36% | 11,423 | Up ×1 | |||
| VST Vistra Corp. Common Stock | $271,356 | 0.35% | 1,937 | Up ×1 | |||
| IAU | $271,158 | 0.35% | 5,509 | Up ×1 | |||
| IEMG | $262,714 | 0.34% | 5,022 | Up ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $251,826 | 0.33% | 2,338 | Up ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $245,390 | 0.32% | 2,667 | Up ×1 | |||
| PM Philip Morris International Inc Common Stock | $243,015 | 0.32% | 2,025 | Up ×1 | |||
| ETR Entergy Corporation Common Stock | $241,349 | 0.31% | 3,186 | Up ×1 | |||
| MRSH Marsh Common Stock | $234,456 | 0.30% | 1,106 | Up ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $233,547 | 0.30% | 4,166 | Up ×1 | |||
| ENB Enbridge Inc Common Stock | $233,133 | 0.30% | 5,535 | Up ×1 | |||
| BRKB | $232,862 | 0.30% | 515 | Up ×1 | |||
| IFRA | $232,295 | 0.30% | 5,030 | Up ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $230,510 | 0.30% | 256 | Up ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $228,769 | 0.30% | 2,485 | Up ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $226,061 | 0.29% | 1,490 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $223,431 | 0.29% | 440 | Up ×1 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $222,220 | 0.29% | 4,103 | Up ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $221,425 | 0.29% | 3,276 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $220,408 | 0.29% | 239 | Up ×1 | |||
| MUB | $219,555 | 0.29% | 2,060 | Up ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $216,154 | 0.28% | 2,423 | Up ×1 | |||
| TFC Truist Financial Corporation Common Stock | $215,117 | 0.28% | 4,960 | Up ×1 | |||
| VB | $211,998 | 0.28% | 883 | Up ×1 | |||
| IJR | $210,395 | 0.27% | 1,830 | Up ×1 | |||
| ABBV AbbVie Inc. Common Stock | $209,856 | 0.27% | 1,191 | Up ×1 | |||
| LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | $208,635 | 0.27% | 2,851 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $208,453 | 0.27% | 1,971 | Up ×1 | |||
| MO Altria Group, Inc. | $205,923 | 0.27% | 3,954 | Up ×1 | |||
| TLTW | $201,606 | 0.26% | 8,539 | Up ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $200,484 | 0.26% | 3,680 | Up ×1 | |||
| TT Trane Technologies plc | $200,266 | 0.26% | 540 | Up ×1 | |||
| SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp American Depositary Shares (Each repstg 250 Common Shares) | $144,349 | 0.19% | 10,045 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| MGK | $6,936,288 | 20,006 | 9.02% |
| MGV | $4,794,271 | 38,502 | 6.23% |
| PG | $3,450,577 | 20,651 | 4.49% |
| AAPL | $3,268,759 | 12,961 | 4.25% |
| IVV | $3,048,613 | 5,159 | 3.96% |
| MINT | $2,390,077 | 23,737 | 3.11% |
| IVW | $2,389,876 | 23,334 | 3.11% |
| QUAL | $2,020,632 | 11,315 | 2.63% |
| GOVT | $1,989,651 | 88,527 | 2.59% |
| VBR | $1,981,844 | 10,029 | 2.58% |
| DYNF | $1,979,575 | 38,446 | 2.57% |
| TLT | $1,877,863 | 21,388 | 2.44% |
| VOE | $1,803,425 | 11,175 | 2.35% |
| VOT | $1,716,483 | 6,730 | 2.23% |
| NVDA | $1,549,611 | 11,271 | 2.02% |