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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:
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
+20.51%
+7.90%
25,727.5
 
MGV
Vanguard Mega Cap Value ETF
38,502
4,794.3
0%
6.230
0%
0.060
+8.56%
+6.93%
8,981.8
 
PG
Procter & Gamble Co
20,651
3,450.6
0%
4.490
0%
0.000
-2.35%
-4.88%
369,312.3
Consumer Packaged Goods
AAPL
Apple Inc
12,961
3,268.8
0%
4.250
0%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
IVV
iShares Core S&P 500 ETF
5,159
3,048.6
0%
3.960
0%
0.000
+15.15%
+7.18%
622,640.3
 
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
+1.18%
+2.35%
13,296.8
 
IVW
iShares S&P 500 Growth ETF
23,334
2,389.9
0%
3.110
0%
0.000
+20.24%
+9.46%
61,070.1
 
QUAL
iShares MSCI USA Quality Factor ETF
11,315
2,020.6
0%
2.630
0%
0.000
+11.89%
+4.31%
53,577.1
 
GOVT
iShares U.S. Treasury Bond ETF
88,527
1,989.7
0%
2.590
0%
0.010
+0.78%
+0.96%
27,349.0
 
VBR
Vanguard Small Cap Value ETF
10,029
1,981.8
0%
2.580
0%
0.010
+14.35%
+2.66%
28,519.3
 

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

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

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Anchor Pointe Wealth Management, LLC's Asset Allocation

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Anchor Pointe Wealth Management, LLC Past Portfolios

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

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

Anchor Pointe Wealth Management, LLC's Yearly Returns

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Anchor Pointe Wealth Management, LLC's Holdings Heat Map

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