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Anchor Pointe Wealth Management, LLC13F | |
Anchor Pointe Wealth Management, LLC | |
Last update 2025-03-11 | 88 Stocks (0 new) |
Value $77.00 Mil | Turnover 0 % |
Anchor Pointe Wealth Managemen... Top Holdings of 2024-12-31
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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)
Anchor Pointe Wealth Management, LLC's Asset Allocation
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
Year | Portfolio % | % | Excess Gain % |
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Anchor Pointe Wealth Management, LLC's Holdings Heat Map
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Anchor Pointe Wealth Management, LLC's Holdings Bubble Chart
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