Anchor Pointe Wealth Management

Anchor Pointe Wealth Management as of Dec. 31, 2024

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