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Anchor Pointe Wealth Management

Latest statistics and disclosures from Anchor Pointe Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002033218

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Positions held by Anchor Pointe Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Anchor Pointe Wealth Management

Anchor Pointe Wealth Management holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	9.0	$6.9M	20k	346.71	View chart
Vanguard World Mega Cap Val Etf (MGV)	6.2	$4.8M	39k	124.52	View chart
Procter & Gamble Company (PG)	4.5	$3.5M	21k	167.09	View chart
Apple (AAPL)	4.3	$3.3M	13k	252.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$3.0M	5.2k	590.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.1	$2.4M	24k	100.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.1	$2.4M	23k	102.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$2.0M	11k	178.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.6	$2.0M	89k	22.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$2.0M	10k	197.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$2.0M	38k	51.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.4	$1.9M	21k	87.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.3	$1.8M	11k	161.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.2	$1.7M	6.7k	255.05	View chart
NVIDIA Corporation (NVDA)	2.0	$1.5M	11k	137.49	View chart
Microsoft Corporation (MSFT)	2.0	$1.5M	3.6k	424.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.8	$1.4M	26k	52.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.8	$1.4M	14k	97.02	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.7	$1.3M	28k	45.37	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.6	$1.2M	24k	50.36	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.5	$1.2M	23k	51.10	View chart
Amazon (AMZN)	1.5	$1.2M	5.3k	221.30	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.4	$1.1M	9.3k	115.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$1.0M	5.3k	191.24	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.3	$1.0M	20k	51.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.2	$961k	4.6k	207.89	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.2	$919k	22k	42.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$868k	3.1k	280.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$827k	2.8k	290.82	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	1.0	$802k	38k	21.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$767k	1.4k	540.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$748k	4.6k	161.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.9	$699k	7.0k	99.85	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$699k	13k	55.52	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.9	$655k	28k	23.47	View chart
Meta Platforms Cl A (META)	0.8	$608k	1.0k	591.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.8	$598k	6.3k	95.51	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$541k	10k	52.02	View chart
Wal-Mart Stores (WMT)	0.7	$535k	5.9k	90.57	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.7	$521k	16k	32.79	View chart
Broadcom (AVGO)	0.6	$494k	2.1k	235.58	View chart
At&t (T)	0.6	$467k	21k	22.61	View chart
Verizon Communications (VZ)	0.6	$457k	12k	39.60	View chart
Tesla Motors (TSLA)	0.5	$398k	953.00	417.41	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$386k	7.6k	50.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$348k	3.9k	88.69	View chart
Chevron Corporation (CVX)	0.4	$334k	2.3k	143.07	View chart
JPMorgan Chase & Co. (JPM)	0.4	$331k	1.4k	239.32	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$319k	12k	26.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$315k	2.9k	107.07	View chart
Us Bancorp Del Com New (USB)	0.4	$304k	6.3k	48.25	View chart
Amgen (AMGN)	0.4	$302k	1.2k	259.31	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$285k	3.5k	81.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$283k	4.9k	57.96	View chart
Pfizer (PFE)	0.4	$281k	11k	26.42	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.4	$277k	11k	24.26	View chart
Vistra Energy (VST)	0.4	$271k	1.9k	140.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$271k	5.5k	49.22	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$263k	5.0k	52.31	View chart
Duke Energy Corp Com New (DUK)	0.3	$252k	2.3k	107.71	View chart
Gilead Sciences (GILD)	0.3	$245k	2.7k	92.01	View chart
Philip Morris International (PM)	0.3	$243k	2.0k	120.01	View chart
Entergy Corporation (ETR)	0.3	$241k	3.2k	75.75	View chart
Marsh & McLennan Companies (MMC)	0.3	$235k	1.1k	211.99	View chart
Bristol Myers Squibb (BMY)	0.3	$234k	4.2k	56.06	View chart
Enbridge (ENB)	0.3	$233k	5.5k	42.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$233k	515.00	452.16	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$232k	5.0k	46.18	View chart
Netflix (NFLX)	0.3	$231k	256.00	900.43	View chart
American Electric Power Company (AEP)	0.3	$229k	2.5k	92.06	View chart
Pepsi (PEP)	0.3	$226k	1.5k	151.72	View chart
UnitedHealth (UNH)	0.3	$223k	440.00	507.80	View chart
Williams Companies (WMB)	0.3	$222k	4.1k	54.16	View chart
Xcel Energy (XEL)	0.3	$221k	3.3k	67.59	View chart
Costco Wholesale Corporation (COST)	0.3	$220k	239.00	922.21	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$220k	2.1k	106.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$216k	2.4k	89.21	View chart
Truist Financial Corp equities (TFC)	0.3	$215k	5.0k	43.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$212k	883.00	240.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$210k	1.8k	114.97	View chart
Abbvie (ABBV)	0.3	$210k	1.2k	176.20	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.3	$209k	2.9k	73.18	View chart
Exxon Mobil Corporation (XOM)	0.3	$209k	2.0k	105.76	View chart
Altria (MO)	0.3	$206k	4.0k	52.08	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.3	$202k	8.5k	23.61	View chart
Totalenergies Se Sponsored Ads (TTE)	0.3	$201k	3.7k	54.48	View chart
Trane Technologies SHS (TT)	0.3	$200k	540.00	370.86	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.2	$144k	10k	14.37	View chart

Past Filings by Anchor Pointe Wealth Management

SEC 13F filings are viewable for Anchor Pointe Wealth Management going back to 2024

Anchor Pointe Wealth Management 2024 Q4 filed March 11, 2025

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