Anchor Pointe Wealth Management, LLC
CIK 2033218 · Ver em SEC EDGAR ↗
- Valor do portfólio
- $76.9M
- Posições
- 88
- Em
- 31 de Dezembro de 2024 Dados em Q4 2024
#8.520 de 9.443 por valor 13F · top 90.2%
- Peso das 10 principais posições
- 41,97%
- Peso das 25 principais posições
- 69,43%
- Posições acima de 1%
- 31
- Número efetivo de posições
- 35,0
Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)
- Novas posições
- 88
- Aumentou
- 0
- Diminuído
- 0
- Fechado
- 0
Nesta página
Distribuição setorial
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%
Outros/Não mapeado
71,9%
Portfólio completo 88 posições
| Tipo | Sequência | Tendência de 8T | |||||
|---|---|---|---|---|---|---|---|
| MGK | $6.936.288 | 9,02% | 20.006 | Alta ×1 | |||
| MGV | $4.794.271 | 6,23% | 38.502 | Alta ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $3.450.577 | 4,49% | 20.651 | Alta ×1 | |||
| AAPL Apple Inc. - Common Stock | $3.268.759 | 4,25% | 12.961 | Alta ×1 | |||
| IVV | $3.048.613 | 3,96% | 5.159 | Alta ×1 | |||
| MINT | $2.390.077 | 3,11% | 23.737 | Alta ×1 | |||
| IVW | $2.389.876 | 3,11% | 23.334 | Alta ×1 | |||
| QUAL | $2.020.632 | 2,63% | 11.315 | Alta ×1 | |||
| GOVT | $1.989.651 | 2,59% | 88.527 | Alta ×1 | |||
| VBR | $1.981.844 | 2,58% | 10.029 | Alta ×1 | |||
| DYNF | $1.979.575 | 2,57% | 38.446 | Alta ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $1.877.863 | 2,44% | 21.388 | Alta ×1 | |||
| VOE | $1.803.425 | 2,35% | 11.175 | Alta ×1 | |||
| VOT | $1.716.483 | 2,23% | 6.730 | Alta ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1.549.611 | 2,02% | 11.271 | Alta ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1.525.914 | 1,98% | 3.592 | Alta ×1 | |||
| EFV | $1.373.562 | 1,79% | 26.218 | Alta ×1 | |||
| EFG | $1.363.311 | 1,77% | 14.052 | Alta ×1 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1.277.347 | 1,66% | 28.155 | Alta ×1 | |||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1.212.617 | 1,58% | 24.079 | Alta ×1 | |||
| SPYV | $1.180.060 | 1,53% | 23.093 | Alta ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.165.811 | 1,52% | 5.268 | Alta ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $1.071.054 | 1,39% | 9.270 | Alta ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.015.484 | 1,32% | 5.310 | Alta ×1 | |||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1.010.009 | 1,31% | 19.570 | Alta ×1 | |||
| MTUM | $960.463 | 1,25% | 4.620 | Alta ×1 | |||
| SHYG | $918.671 | 1,19% | 21.555 | Alta ×1 | |||
| VBK | $867.745 | 1,13% | 3.094 | Alta ×1 | |||
| VTI | $827.380 | 1,08% | 2.845 | Alta ×1 | |||
| FLCB | $802.010 | 1,04% | 38.028 | Alta ×1 | |||
| VOO | $766.585 | 1,00% | 1.417 | Alta ×1 | |||
| IYW | $748.167 | 0,97% | 4.647 | Alta ×1 | |||
| TLH | $699.047 | 0,91% | 7.001 | Alta ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $698.785 | 0,91% | 12.586 | Alta ×1 | |||
| SPHY | $654.740 | 0,85% | 27.897 | Alta ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $608.372 | 0,79% | 1.029 | Alta ×1 | |||
| SPMO | $597.506 | 0,78% | 6.256 | Alta ×1 | |||
| BINC | $540.529 | 0,70% | 10.391 | Alta ×1 | |||
| WMT Walmart Inc. - Common Stock | $535.352 | 0,70% | 5.911 | Alta ×1 | |||
| SPIB | $521.330 | 0,68% | 15.899 | Alta ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $493.539 | 0,64% | 2.095 | Alta ×1 | |||
| T AT&T Inc. | $467.397 | 0,61% | 20.672 | Alta ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $456.985 | 0,59% | 11.540 | Alta ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $397.788 | 0,52% | 953 | Alta ×1 | |||
| FLOT | $385.849 | 0,50% | 7.585 | Alta ×1 | |||
| USMV | $348.305 | 0,45% | 3.927 | Alta ×1 | |||
| CVX Chevron Corporation Common Stock | $334.060 | 0,43% | 2.335 | Alta ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $330.740 | 0,43% | 1.382 | Alta ×1 | |||
| SPTL | $318.537 | 0,41% | 12.121 | Alta ×1 | |||
| LQD | $315.320 | 0,41% | 2.945 | Alta ×1 | |||
| USB U.S. Bancorp Common Stock | $304.414 | 0,40% | 6.309 | Alta ×1 | |||
| AMGN Amgen Inc. - Common Stock | $301.573 | 0,39% | 1.163 | Alta ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $284.626 | 0,37% | 3.474 | Alta ×1 | |||
| JEPI | $282.844 | 0,37% | 4.880 | Alta ×1 | |||
| PFE Pfizer, Inc. Common Stock | $280.738 | 0,37% | 10.626 | Alta ×1 | |||
| FLBL | $277.066 | 0,36% | 11.423 | Alta ×1 | |||
| VST Vistra Corp. Common Stock | $271.356 | 0,35% | 1.937 | Alta ×1 | |||
| IAU | $271.158 | 0,35% | 5.509 | Alta ×1 | |||
| IEMG | $262.714 | 0,34% | 5.022 | Alta ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $251.826 | 0,33% | 2.338 | Alta ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $245.390 | 0,32% | 2.667 | Alta ×1 | |||
| PM Philip Morris International Inc Common Stock | $243.015 | 0,32% | 2.025 | Alta ×1 | |||
| ETR Entergy Corporation Common Stock | $241.349 | 0,31% | 3.186 | Alta ×1 | |||
| MRSH Marsh Common Stock | $234.456 | 0,30% | 1.106 | Alta ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $233.547 | 0,30% | 4.166 | Alta ×1 | |||
| ENB Enbridge Inc Common Stock | $233.133 | 0,30% | 5.535 | Alta ×1 | |||
| BRKB | $232.862 | 0,30% | 515 | Alta ×1 | |||
| IFRA | $232.295 | 0,30% | 5.030 | Alta ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $230.510 | 0,30% | 256 | Alta ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $228.769 | 0,30% | 2.485 | Alta ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $226.061 | 0,29% | 1.490 | Alta ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $223.431 | 0,29% | 440 | Alta ×1 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $222.220 | 0,29% | 4.103 | Alta ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $221.425 | 0,29% | 3.276 | Alta ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $220.408 | 0,29% | 239 | Alta ×1 | |||
| MUB | $219.555 | 0,29% | 2.060 | Alta ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $216.154 | 0,28% | 2.423 | Alta ×1 | |||
| TFC Truist Financial Corporation Common Stock | $215.117 | 0,28% | 4.960 | Alta ×1 | |||
| VB | $211.998 | 0,28% | 883 | Alta ×1 | |||
| IJR | $210.395 | 0,27% | 1.830 | Alta ×1 | |||
| ABBV AbbVie Inc. Common Stock | $209.856 | 0,27% | 1.191 | Alta ×1 | |||
| LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | $208.635 | 0,27% | 2.851 | Alta ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $208.453 | 0,27% | 1.971 | Alta ×1 | |||
| MO Altria Group, Inc. | $205.923 | 0,27% | 3.954 | Alta ×1 | |||
| TLTW | $201.606 | 0,26% | 8.539 | Alta ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $200.484 | 0,26% | 3.680 | Alta ×1 | |||
| TT Trane Technologies plc | $200.266 | 0,26% | 540 | Alta ×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 | Alta ×1 | |||
| Sem correspondências | |||||||
Maiores novas apostas
Novas posições abertas neste trimestre, maiores primeiro.
| Título | Valor | Ações | % do portfólio |
|---|---|---|---|
| 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% |