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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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