Filer Name: ANCHOR POINTE WEALTH MANAGEMENT, LLC
CIK: 2033218
Period: 2024-12-31
Filed At: 2025-03-10
Number of Holdings: 88
Portfolio Value: $0.08B

Anchor Pointe Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MGK US VANGUARD MEGA CAP GROWTH ETF 20,006 $7M 9.02% - -
MGV US VANGUARD MEGA CAP VALUE ETF 38,502 $5M 6.23% - -
PG US PROCTER & GAMBLE CO/THE 20,651 $3M 4.49% - -
AAPL US APPLE INC 12,961 $3M 4.25% - -
IVV US ISHARES CORE S&P 500 ETF 5,159 $3M 3.96% - -
IVW US ISHARES S&P 500 GROWTH ETF 23,334 $2M 3.11% - -
MINT US PIMCO ENHANCED SHORT MATURIT 23,737 $2M 3.11% - -
QUAL US ISHARES MSCI USA QUALITY FAC 11,315 $2M 2.63% - -
GOVT US ISHARES US TREASURY BOND ETF 88,527 $2M 2.59% - -
VBR US VANGUARD SMALL-CAP VALUE ETF 10,029 $2M 2.58% - -
DYNF US ISHRS US E F R A ETF-USD INC 38,446 $2M 2.57% - -
TLT US ISHARES 20+ YEAR TREASURY BD 21,388 $2M 2.44% - -
VOE US VANGUARD MID-CAP VALUE ETF 11,175 $2M 2.35% - -
VOT US VANGUARD MID-CAP GROWTH ETF 6,730 $2M 2.23% - -
NVDA US NVIDIA CORP 11,271 $2M 2.02% - -
MSFT US MICROSOFT CORP 3,592 $2M 1.98% - -
EFV US ISHARES MSCI EAFE VALUE ETF 26,218 $1M 1.79% - -
EFG US ISHARES MSCI EAFE GROWTH ETF 14,052 $1M 1.77% - -
VMBS US VANGUARD MORTGAGE-BACKED SEC 28,155 $1M 1.66% - -
USIG US ISHARES BROAD USD INVESTMENT 24,079 $1M 1.58% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us