Anchor Pointe Wealth Management, LLC

CIK 2033218 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$76.9M
13F मूल्य के अनुसार 9443 में से #8520 · शीर्ष 90.2%
पोजीशन
88
तिथि अनुसार
31 दिसमबर 2024 Q4 2024 के अनुसार डेटा
शीर्ष 10 होल्डिंग्स का भार
41.97%
शीर्ष 25 होल्डिंग्स का भार
69.43%
1% से ऊपर की स्थितियाँ
31
स्थितियों की प्रभावी संख्या
35.0

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

नई स्थितियाँ
88
बढ़ाया
0
घटा हुआ
0
बंद
0
इस पृष्ठ पर

क्षेत्रवार विवरण

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%
अन्य/अनमैप्ड
71.9%

पूर्ण पोर्टफोलियो 88 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
MGK $6936288 9.02% 20006 ऊपर ×1
MGV $4794271 6.23% 38502 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $3450577 4.49% 20651 ऊपर ×1
AAPL Apple Inc. - Common Stock $3268759 4.25% 12961 ऊपर ×1
IVV $3048613 3.96% 5159 ऊपर ×1
MINT $2390077 3.11% 23737 ऊपर ×1
IVW $2389876 3.11% 23334 ऊपर ×1
QUAL $2020632 2.63% 11315 ऊपर ×1
GOVT $1989651 2.59% 88527 ऊपर ×1
VBR $1981844 2.58% 10029 ऊपर ×1
DYNF $1979575 2.57% 38446 ऊपर ×1
TLT iShares 20+ Year Treasury Bond ETF $1877863 2.44% 21388 ऊपर ×1
VOE $1803425 2.35% 11175 ऊपर ×1
VOT $1716483 2.23% 6730 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $1549611 2.02% 11271 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $1525914 1.98% 3592 ऊपर ×1
EFV $1373562 1.79% 26218 ऊपर ×1
EFG $1363311 1.77% 14052 ऊपर ×1
VMBS Vanguard Mortgage-Backed Securities ETF $1277347 1.66% 28155 ऊपर ×1
USIG iShares Broad USD Investment Grade Corporate Bond ETF $1212617 1.58% 24079 ऊपर ×1
SPYV $1180060 1.53% 23093 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $1165811 1.52% 5268 ऊपर ×1
IEI iShares 3-7 Year Treasury Bond ETF $1071054 1.39% 9270 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $1015484 1.32% 5310 ऊपर ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $1010009 1.31% 19570 ऊपर ×1
MTUM $960463 1.25% 4620 ऊपर ×1
SHYG $918671 1.19% 21555 ऊपर ×1
VBK $867745 1.13% 3094 ऊपर ×1
VTI $827380 1.08% 2845 ऊपर ×1
FLCB $802010 1.04% 38028 ऊपर ×1
VOO $766585 1.00% 1417 ऊपर ×1
IYW $748167 0.97% 4647 ऊपर ×1
TLH $699047 0.91% 7001 ऊपर ×1
EMXC iShares MSCI Emerging Markets ex China ETF $698785 0.91% 12586 ऊपर ×1
SPHY $654740 0.85% 27897 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $608372 0.79% 1029 ऊपर ×1
SPMO $597506 0.78% 6256 ऊपर ×1
BINC $540529 0.70% 10391 ऊपर ×1
WMT Walmart Inc. - Common Stock $535352 0.70% 5911 ऊपर ×1
SPIB $521330 0.68% 15899 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $493539 0.64% 2095 ऊपर ×1
T AT&T Inc. $467397 0.61% 20672 ऊपर ×1
VZ Verizon Communications Inc. Common Stock $456985 0.59% 11540 ऊपर ×1
TSLA Tesla, Inc. - Common Stock $397788 0.52% 953 ऊपर ×1
FLOT $385849 0.50% 7585 ऊपर ×1
USMV $348305 0.45% 3927 ऊपर ×1
CVX Chevron Corporation Common Stock $334060 0.43% 2335 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $330740 0.43% 1382 ऊपर ×1
SPTL $318537 0.41% 12121 ऊपर ×1
LQD $315320 0.41% 2945 ऊपर ×1
USB U.S. Bancorp Common Stock $304414 0.40% 6309 ऊपर ×1
AMGN Amgen Inc. - Common Stock $301573 0.39% 1163 ऊपर ×1
SHY iShares 1-3 Year Treasury Bond ETF $284626 0.37% 3474 ऊपर ×1
JEPI $282844 0.37% 4880 ऊपर ×1
PFE Pfizer, Inc. Common Stock $280738 0.37% 10626 ऊपर ×1
FLBL $277066 0.36% 11423 ऊपर ×1
VST Vistra Corp. Common Stock $271356 0.35% 1937 ऊपर ×1
IAU $271158 0.35% 5509 ऊपर ×1
IEMG $262714 0.34% 5022 ऊपर ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $251826 0.33% 2338 ऊपर ×1
GILD Gilead Sciences, Inc. - Common Stock $245390 0.32% 2667 ऊपर ×1
PM Philip Morris International Inc Common Stock $243015 0.32% 2025 ऊपर ×1
ETR Entergy Corporation Common Stock $241349 0.31% 3186 ऊपर ×1
MRSH Marsh Common Stock $234456 0.30% 1106 ऊपर ×1
BMY Bristol-Myers Squibb Company Common Stock $233547 0.30% 4166 ऊपर ×1
ENB Enbridge Inc Common Stock $233133 0.30% 5535 ऊपर ×1
BRKB $232862 0.30% 515 ऊपर ×1
IFRA $232295 0.30% 5030 ऊपर ×1
NFLX Netflix, Inc. - Common Stock $230510 0.30% 256 ऊपर ×1
AEP American Electric Power Company, Inc. - Common Stock $228769 0.30% 2485 ऊपर ×1
PEP PepsiCo, Inc. - Common Stock $226061 0.29% 1490 ऊपर ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $223431 0.29% 440 ऊपर ×1
WMB Williams Companies, Inc. (The) Common Stock $222220 0.29% 4103 ऊपर ×1
XEL Xcel Energy Inc. - Common Stock $221425 0.29% 3276 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $220408 0.29% 239 ऊपर ×1
MUB $219555 0.29% 2060 ऊपर ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $216154 0.28% 2423 ऊपर ×1
TFC Truist Financial Corporation Common Stock $215117 0.28% 4960 ऊपर ×1
VB $211998 0.28% 883 ऊपर ×1
IJR $210395 0.27% 1830 ऊपर ×1
ABBV AbbVie Inc. Common Stock $209856 0.27% 1191 ऊपर ×1
LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) $208635 0.27% 2851 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $208453 0.27% 1971 ऊपर ×1
MO Altria Group, Inc. $205923 0.27% 3954 ऊपर ×1
TLTW $201606 0.26% 8539 ऊपर ×1
TTE TotalEnergies SE Ordinary Shares $200484 0.26% 3680 ऊपर ×1
TT Trane Technologies plc $200266 0.26% 540 ऊपर ×1
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp American Depositary Shares (Each repstg 250 Common Shares) $144349 0.19% 10045 ऊपर ×1

सबसे बड़े नए दांव

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षा मूल्य शेयर % पोर्टफोलियो का
MGK $6936288 20006 9.02%
MGV $4794271 38502 6.23%
PG $3450577 20651 4.49%
AAPL $3268759 12961 4.25%
IVV $3048613 5159 3.96%
MINT $2390077 23737 3.11%
IVW $2389876 23334 3.11%
QUAL $2020632 11315 2.63%
GOVT $1989651 88527 2.59%
VBR $1981844 10029 2.58%
DYNF $1979575 38446 2.57%
TLT $1877863 21388 2.44%
VOE $1803425 11175 2.35%
VOT $1716483 6730 2.23%
NVDA $1549611 11271 2.02%