Anchor Pointe Wealth Management, LLC

CIK 2033218 · SEC EDGAR で表示 ↗

ポートフォリオ評価額
$76.9M
13F価値別で9,443件中 #8,520 位 · 90.2% トップ
ポジション
88
時点
2024年12月31日 Q4 2024時点のデータ
上位10銘柄のウェイト
41.97%
上位25銘柄のウェイト
69.43%
1%超のポジション
31
実効ポジション数
35.0

13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）

新規ポジション
88
増加
0
減少
0
クローズ
0
このページについて

セクター別内訳

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%
その他/マッピングなし
71.9%

ポートフォリオ全体 88 ポジション

タイプ 連続 8四半期トレンド
MGK $6,936,288 9.02% 20,006 上昇 ×1
MGV $4,794,271 6.23% 38,502 上昇 ×1
PG Procter & Gamble Company (The) Common Stock $3,450,577 4.49% 20,651 上昇 ×1
AAPL Apple Inc. - Common Stock $3,268,759 4.25% 12,961 上昇 ×1
IVV $3,048,613 3.96% 5,159 上昇 ×1
MINT $2,390,077 3.11% 23,737 上昇 ×1
IVW $2,389,876 3.11% 23,334 上昇 ×1
QUAL $2,020,632 2.63% 11,315 上昇 ×1
GOVT $1,989,651 2.59% 88,527 上昇 ×1
VBR $1,981,844 2.58% 10,029 上昇 ×1
DYNF $1,979,575 2.57% 38,446 上昇 ×1
TLT iShares 20+ Year Treasury Bond ETF $1,877,863 2.44% 21,388 上昇 ×1
VOE $1,803,425 2.35% 11,175 上昇 ×1
VOT $1,716,483 2.23% 6,730 上昇 ×1
NVDA NVIDIA Corporation - Common Stock $1,549,611 2.02% 11,271 上昇 ×1
MSFT Microsoft Corporation - Common Stock $1,525,914 1.98% 3,592 上昇 ×1
EFV $1,373,562 1.79% 26,218 上昇 ×1
EFG $1,363,311 1.77% 14,052 上昇 ×1
VMBS Vanguard Mortgage-Backed Securities ETF $1,277,347 1.66% 28,155 上昇 ×1
USIG iShares Broad USD Investment Grade Corporate Bond ETF $1,212,617 1.58% 24,079 上昇 ×1
SPYV $1,180,060 1.53% 23,093 上昇 ×1
AMZN Amazon.com, Inc. - Common Stock $1,165,811 1.52% 5,268 上昇 ×1
IEI iShares 3-7 Year Treasury Bond ETF $1,071,054 1.39% 9,270 上昇 ×1
GOOGL Alphabet Inc. - Class A Common Stock $1,015,484 1.32% 5,310 上昇 ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $1,010,009 1.31% 19,570 上昇 ×1
MTUM $960,463 1.25% 4,620 上昇 ×1
SHYG $918,671 1.19% 21,555 上昇 ×1
VBK $867,745 1.13% 3,094 上昇 ×1
VTI $827,380 1.08% 2,845 上昇 ×1
FLCB $802,010 1.04% 38,028 上昇 ×1
VOO $766,585 1.00% 1,417 上昇 ×1
IYW $748,167 0.97% 4,647 上昇 ×1
TLH $699,047 0.91% 7,001 上昇 ×1
EMXC iShares MSCI Emerging Markets ex China ETF $698,785 0.91% 12,586 上昇 ×1
SPHY $654,740 0.85% 27,897 上昇 ×1
META Meta Platforms, Inc. - Class A Common Stock $608,372 0.79% 1,029 上昇 ×1
SPMO $597,506 0.78% 6,256 上昇 ×1
BINC $540,529 0.70% 10,391 上昇 ×1
WMT Walmart Inc. - Common Stock $535,352 0.70% 5,911 上昇 ×1
SPIB $521,330 0.68% 15,899 上昇 ×1
AVGO Broadcom Inc. - Common Stock $493,539 0.64% 2,095 上昇 ×1
T AT&T Inc. $467,397 0.61% 20,672 上昇 ×1
VZ Verizon Communications Inc. Common Stock $456,985 0.59% 11,540 上昇 ×1
TSLA Tesla, Inc. - Common Stock $397,788 0.52% 953 上昇 ×1
FLOT $385,849 0.50% 7,585 上昇 ×1
USMV $348,305 0.45% 3,927 上昇 ×1
CVX Chevron Corporation Common Stock $334,060 0.43% 2,335 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $330,740 0.43% 1,382 上昇 ×1
SPTL $318,537 0.41% 12,121 上昇 ×1
LQD $315,320 0.41% 2,945 上昇 ×1
USB U.S. Bancorp Common Stock $304,414 0.40% 6,309 上昇 ×1
AMGN Amgen Inc. - Common Stock $301,573 0.39% 1,163 上昇 ×1
SHY iShares 1-3 Year Treasury Bond ETF $284,626 0.37% 3,474 上昇 ×1
JEPI $282,844 0.37% 4,880 上昇 ×1
PFE Pfizer, Inc. Common Stock $280,738 0.37% 10,626 上昇 ×1
FLBL $277,066 0.36% 11,423 上昇 ×1
VST Vistra Corp. Common Stock $271,356 0.35% 1,937 上昇 ×1
IAU $271,158 0.35% 5,509 上昇 ×1
IEMG $262,714 0.34% 5,022 上昇 ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $251,826 0.33% 2,338 上昇 ×1
GILD Gilead Sciences, Inc. - Common Stock $245,390 0.32% 2,667 上昇 ×1
PM Philip Morris International Inc Common Stock $243,015 0.32% 2,025 上昇 ×1
ETR Entergy Corporation Common Stock $241,349 0.31% 3,186 上昇 ×1
MRSH Marsh Common Stock $234,456 0.30% 1,106 上昇 ×1
BMY Bristol-Myers Squibb Company Common Stock $233,547 0.30% 4,166 上昇 ×1
ENB Enbridge Inc Common Stock $233,133 0.30% 5,535 上昇 ×1
BRKB $232,862 0.30% 515 上昇 ×1
IFRA $232,295 0.30% 5,030 上昇 ×1
NFLX Netflix, Inc. - Common Stock $230,510 0.30% 256 上昇 ×1
AEP American Electric Power Company, Inc. - Common Stock $228,769 0.30% 2,485 上昇 ×1
PEP PepsiCo, Inc. - Common Stock $226,061 0.29% 1,490 上昇 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $223,431 0.29% 440 上昇 ×1
WMB Williams Companies, Inc. (The) Common Stock $222,220 0.29% 4,103 上昇 ×1
XEL Xcel Energy Inc. - Common Stock $221,425 0.29% 3,276 上昇 ×1
COST Costco Wholesale Corporation - Common Stock $220,408 0.29% 239 上昇 ×1
MUB $219,555 0.29% 2,060 上昇 ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $216,154 0.28% 2,423 上昇 ×1
TFC Truist Financial Corporation Common Stock $215,117 0.28% 4,960 上昇 ×1
VB $211,998 0.28% 883 上昇 ×1
IJR $210,395 0.27% 1,830 上昇 ×1
ABBV AbbVie Inc. Common Stock $209,856 0.27% 1,191 上昇 ×1
LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) $208,635 0.27% 2,851 上昇 ×1
XOM Exxon Mobil Corporation Common Stock $208,453 0.27% 1,971 上昇 ×1
MO Altria Group, Inc. $205,923 0.27% 3,954 上昇 ×1
TLTW $201,606 0.26% 8,539 上昇 ×1
TTE TotalEnergies SE Ordinary Shares $200,484 0.26% 3,680 上昇 ×1
TT Trane Technologies plc $200,266 0.26% 540 上昇 ×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 上昇 ×1

最大の新規投資

今四半期に新規開設されたポジション、大きい順。

証券 評価額 株式数 % ポートフォリオの
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%