Anchor Pointe Wealth Management, LLC 13F Holdings
CIK 0002033218 · CAPE GIRARDEAU, MO
As of Dec 31, 2024, Anchor Pointe Wealth Management, LLC reported 88 positions worth $76.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD WORLD FUND | MGK | — | 20,006 | $6.9M | 9.02% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 38,502 | $4.8M | 6.23% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 20,651 | $3.5M | 4.49% |
| APPLE INC | AAPL | Technology | 12,961 | $3.3M | 4.25% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,159 | $3.0M | 3.96% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 23,737 | $2.4M | 3.11% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 23,334 | $2.4M | 3.11% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 11,315 | $2.0M | 2.63% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 88,527 | $2.0M | 2.59% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 10,029 | $2.0M | 2.58% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 38,446 | $2.0M | 2.57% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 21,388 |