Anchor Pointe Wealth Management, LLC
CIK: 0002033218SEC EDGAR →
Portfolio Value
$76.9M
Holdings
88
As of
Q4 2024
New Positions
88
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 20,006 | $6.9M | 9.02% |
| 2 | VANGUARD WORLD FD | 38,502 | $4.8M | 6.23% |
| 3 | PROCTER AND GAMBLE CO | 20,651 | $3.5M | 4.49% |
| 4 | APPLE INC | 12,961 | $3.3M | 4.25% |
| 5 | ISHARES TR | 5,159 | $3.0M | 3.96% |
| 6 | PIMCO ETF TR | 23,737 | $2.4M | 3.11% |
| 7 | ISHARES TR | 23,334 | $2.4M | 3.11% |
| 8 | ISHARES TR | 11,315 | $2.0M | 2.63% |
| 9 | ISHARES TR | 88,527 | $2.0M | 2.59% |
| 10 | VANGUARD INDEX FDS | 10,029 | $2.0M | 2.58% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $53.7M | 69.9% |
| Technology | 4 | $6.8M | 8.9% |
| Consumer Defensive | 5 | $4.6M | 6.0% |
| Unknown | 7 | $3.7M | 4.8% |
| Communication Services | 4 | $2.3M | 3.0% |
| Consumer Cyclical | 2 | $1.6M | 2.0% |
| Healthcare | 6 | $1.5M | 1.9% |
| Utilities | 5 | $1.2M | 1.6% |
| Energy | 4 | $998K | 1.3% |
| Basic Materials | 1 | $209K | 0.3% |
| Industrials | 1 | $200K | 0.3% |