Anchor Pointe Wealth Management, LLC

CIK 2033218 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$76.9M
13F 가치 기준 9,443개 중 #8,520위 · 상위 90.2%
포지션
88
기준일
2024년 12월 31일 Q4 2024 기준 데이터
상위 10개 보유 비중
41.97%
상위 25개 보유 비중
69.43%
1% 초과 포지션
31
유효 포지션 수
35.0

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

신규 포지션
88
증가함
0
감소
0
종료
0
이 페이지에서

섹터별 비중

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%
기타/미분류
71.9%

전체 포트폴리오 88 포지션

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

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
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%