AP

Anchor Pointe Wealth Management, LLC

13F
Anchor Pointe Wealth Management, LLC
Last update 2025-03-11 88 Stocks (0 new)
Value $77.00 Mil Turnover 0 %
Countries:
Top Holdings: MGK(9.02%)MGV(6.23%)PG(4.49%)AAPL(4.25%)IVV(3.96%)
Summary Stock Picks Current Portfolio
Anchor Pointe Wealth Managemen... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MGK
Vanguard Mega Cap Growth ETF
20,006
6,936.3
0%
9.020
0%
0.030
+25.88%
+9.87%
25,819.4
 
MGV
Vanguard Mega Cap Value ETF
38,502
4,794.3
0%
6.230
0%
0.060
+10.40%
+7.91%
9,195.6
 
PG
Procter & Gamble Co
20,651
3,450.6
0%
4.490
0%
0.000
-3.84%
-3.77%
371,094.1
Consumer Packaged Goods
AAPL
Apple Inc
12,961
3,268.8
0%
4.250
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
IVV
iShares Core S&P 500 ETF
5,159
3,048.6
0%
3.960
0%
0.000
+18.87%
+8.94%
642,209.1
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
23,737
2,390.1
0%
3.110
0%
0.020
+1.39%
+2.58%
13,397.7
 
IVW
iShares S&P 500 Growth ETF
23,334
2,389.9
0%
3.110
0%
0.000
+25.22%
+11.61%
62,137.8
 
QUAL
iShares MSCI USA Quality Factor ETF
11,315
2,020.6
0%
2.630
0%
0.000
+14.04%
+5.05%
53,508.3
 
GOVT
iShares U.S. Treasury Bond ETF
88,527
1,989.7
0%
2.590
0%
0.010
+0.85%
+0.80%
27,468.0
 
VBR
Vanguard Small Cap Value ETF
10,029
1,981.8
0%
2.580
0%
0.010
+16.71%
+4.44%
29,195.0
 

Anchor Pointe Wealth Management, LLC's Historical Top Holdings Breakdowns

Anchor Pointe Wealth Management, LLC Total Holding History ($B)

To

Anchor Pointe Wealth Management, LLC's Asset Allocation

To

Anchor Pointe Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Anchor Pointe Wealth Management, LLC's Hypothetical Growth since 2024-12-31

Anchor Pointe Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Anchor Pointe Wealth Management, LLC's Holdings Heat Map

Size field:

Anchor Pointe Wealth Management, LLC's Holdings Bubble Chart

Anchor Pointe Wealth Management, LLC News

  • 1

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