StockDriftsStockDriftsTop 50 Anchor Pointe Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 9.02% | 20.0K | $6.9M | new | — | 2024-12-31 | |
| MGV | VANGUARD WORLD FD | 6.23% | 38.5K | $4.8M | new | — | 2024-12-31 | |
| PG | PROCTER AND GAMBLE CO | 4.49% | 20.7K | $3.5M | new | — | 2024-12-31 | |
| AAPL | APPLE INC | 4.25% | 13.0K | $3.3M | new | — | 2024-12-31 | |
| IVV | ISHARES TR | 3.96% | 5.2K | $3.0M | new | — | 2024-12-31 | |
| MINT | PIMCO ETF TR | 3.11% | 23.7K | $2.4M | new | — | 2024-12-31 | |
| IVW | ISHARES TR | 3.11% | 23.3K | $2.4M | new | — | 2024-12-31 | |
| QUAL | ISHARES TR | 2.63% | 11.3K | $2.0M | new | — | 2024-12-31 | |
| GOVT | ISHARES TR | 2.59% | 88.5K | $2.0M | new | — | 2024-12-31 | |
| VBR | VANGUARD INDEX FDS | 2.58% | 10.0K | $2.0M | new | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Anchor Pointe Wealth Management, Llc reports $76.90M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are MGK (9.0%), MGV (6.2%) and PG (4.5%). Figures reflect the Q4 2024 filing.
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Holdings on this page are parsed from Anchor Pointe Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033218). View Anchor Pointe Wealth Management, Llc’s 13F filings on SEC