Anchor Pointe Wealth Management, LLC
CIK 2033218 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $76.9M
- 持仓
- 88
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 8520（共 9443） · 前 90.2%
- 前十大持仓权重
- 41.97%
- 前二十五大持仓权重
- 69.43%
- 持仓高于 1%
- 31
- 有效持仓数量
- 35.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 88
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
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%
其他/未映射
71.9%
完整投资组合 88 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MGK | $6936288 | 9.02% | 20006 | 上涨 ×1 | |||
| MGV | $4794271 | 6.23% | 38502 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $3450577 | 4.49% | 20651 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $3268759 | 4.25% | 12961 | 上涨 ×1 | |||
| IVV | $3048613 | 3.96% | 5159 | 上涨 ×1 | |||
| MINT | $2390077 | 3.11% | 23737 | 上涨 ×1 | |||
| IVW | $2389876 | 3.11% | 23334 | 上涨 ×1 | |||
| QUAL | $2020632 | 2.63% | 11315 | 上涨 ×1 | |||
| GOVT | $1989651 | 2.59% | 88527 | 上涨 ×1 | |||
| VBR | $1981844 | 2.58% | 10029 | 上涨 ×1 | |||
| DYNF | $1979575 | 2.57% | 38446 | 上涨 ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $1877863 | 2.44% | 21388 | 上涨 ×1 | |||
| VOE | $1803425 | 2.35% | 11175 | 上涨 ×1 | |||
| VOT | $1716483 | 2.23% | 6730 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1549611 | 2.02% | 11271 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1525914 | 1.98% | 3592 | 上涨 ×1 | |||
| EFV | $1373562 | 1.79% | 26218 | 上涨 ×1 | |||
| EFG | $1363311 | 1.77% | 14052 | 上涨 ×1 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1277347 | 1.66% | 28155 | 上涨 ×1 | |||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $1212617 | 1.58% | 24079 | 上涨 ×1 | |||
| SPYV | $1180060 | 1.53% | 23093 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1165811 | 1.52% | 5268 | 上涨 ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $1071054 | 1.39% | 9270 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1015484 | 1.32% | 5310 | 上涨 ×1 | |||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1010009 | 1.31% | 19570 | 上涨 ×1 | |||
| MTUM | $960463 | 1.25% | 4620 | 上涨 ×1 | |||
| SHYG | $918671 | 1.19% | 21555 | 上涨 ×1 | |||
| VBK | $867745 | 1.13% | 3094 | 上涨 ×1 | |||
| VTI | $827380 | 1.08% | 2845 | 上涨 ×1 | |||
| FLCB | $802010 | 1.04% | 38028 | 上涨 ×1 | |||
| VOO | $766585 | 1.00% | 1417 | 上涨 ×1 | |||
| IYW | $748167 | 0.97% | 4647 | 上涨 ×1 | |||
| TLH | $699047 | 0.91% | 7001 | 上涨 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $698785 | 0.91% | 12586 | 上涨 ×1 | |||
| SPHY | $654740 | 0.85% | 27897 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $608372 | 0.79% | 1029 | 上涨 ×1 | |||
| SPMO | $597506 | 0.78% | 6256 | 上涨 ×1 | |||
| BINC | $540529 | 0.70% | 10391 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $535352 | 0.70% | 5911 | 上涨 ×1 | |||
| SPIB | $521330 | 0.68% | 15899 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $493539 | 0.64% | 2095 | 上涨 ×1 | |||
| T AT&T Inc. | $467397 | 0.61% | 20672 | 上涨 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $456985 | 0.59% | 11540 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $397788 | 0.52% | 953 | 上涨 ×1 | |||
| FLOT | $385849 | 0.50% | 7585 | 上涨 ×1 | |||
| USMV | $348305 | 0.45% | 3927 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $334060 | 0.43% | 2335 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $330740 | 0.43% | 1382 | 上涨 ×1 | |||
| SPTL | $318537 | 0.41% | 12121 | 上涨 ×1 | |||
| LQD | $315320 | 0.41% | 2945 | 上涨 ×1 | |||
| USB U.S. Bancorp Common Stock | $304414 | 0.40% | 6309 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $301573 | 0.39% | 1163 | 上涨 ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $284626 | 0.37% | 3474 | 上涨 ×1 | |||
| JEPI | $282844 | 0.37% | 4880 | 上涨 ×1 | |||
| PFE Pfizer, Inc. Common Stock | $280738 | 0.37% | 10626 | 上涨 ×1 | |||
| FLBL | $277066 | 0.36% | 11423 | 上涨 ×1 | |||
| VST Vistra Corp. Common Stock | $271356 | 0.35% | 1937 | 上涨 ×1 | |||
| IAU | $271158 | 0.35% | 5509 | 上涨 ×1 | |||
| IEMG | $262714 | 0.34% | 5022 | 上涨 ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $251826 | 0.33% | 2338 | 上涨 ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $245390 | 0.32% | 2667 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $243015 | 0.32% | 2025 | 上涨 ×1 | |||
| ETR Entergy Corporation Common Stock | $241349 | 0.31% | 3186 | 上涨 ×1 | |||
| MRSH Marsh Common Stock | $234456 | 0.30% | 1106 | 上涨 ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $233547 | 0.30% | 4166 | 上涨 ×1 | |||
| ENB Enbridge Inc Common Stock | $233133 | 0.30% | 5535 | 上涨 ×1 | |||
| BRKB | $232862 | 0.30% | 515 | 上涨 ×1 | |||
| IFRA | $232295 | 0.30% | 5030 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $230510 | 0.30% | 256 | 上涨 ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $228769 | 0.30% | 2485 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $226061 | 0.29% | 1490 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $223431 | 0.29% | 440 | 上涨 ×1 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $222220 | 0.29% | 4103 | 上涨 ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $221425 | 0.29% | 3276 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $220408 | 0.29% | 239 | 上涨 ×1 | |||
| MUB | $219555 | 0.29% | 2060 | 上涨 ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $216154 | 0.28% | 2423 | 上涨 ×1 | |||
| TFC Truist Financial Corporation Common Stock | $215117 | 0.28% | 4960 | 上涨 ×1 | |||
| VB | $211998 | 0.28% | 883 | 上涨 ×1 | |||
| IJR | $210395 | 0.27% | 1830 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $209856 | 0.27% | 1191 | 上涨 ×1 | |||
| LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | $208635 | 0.27% | 2851 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $208453 | 0.27% | 1971 | 上涨 ×1 | |||
| MO Altria Group, Inc. | $205923 | 0.27% | 3954 | 上涨 ×1 | |||
| TLTW | $201606 | 0.26% | 8539 | 上涨 ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $200484 | 0.26% | 3680 | 上涨 ×1 | |||
| TT Trane Technologies plc | $200266 | 0.26% | 540 | 上涨 ×1 | |||
| SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp American Depositary Shares (Each repstg 250 Common Shares) | $144349 | 0.19% | 10045 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 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% |