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Berkshire Hathaway shares owned by Anchor Pointe Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Anchor Pointe Wealth Management from 13F filings

Historical chart of Anchor Pointe Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Anchor Pointe Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Anchor Pointe Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $233k 515 452.16

More positions owned by Anchor Pointe Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Procter & Gamble Company (PG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)

View all positions for Anchor Pointe Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway