Anchor Pointe Wealth Management, LLC Portfolio Holdings

Anchor Pointe Wealth Management, LLC

  • $76.9 Billion
  • Q4 2024

Anchor Pointe Wealth Management, LLC has filed its 13F form on March 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $76.9 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $6.94B, Vanguard Mega Cap Value with a value of $4.79B, Procter & Gamble CO with a value of $3.45B, Apple Inc. with a value of $3.27B, and Ishares Core S&P 500 ETF with a value of $3.05B.

Examining the 13F form we can see an increase of $76.9B in the current position value.

Anchor Pointe Wealth Management, LLC is based out at Cape Girardeau, MO

Below you can find more details about Anchor Pointe Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $76.9 Billion
ETFs: $54.3 Billion
Technology: $6.84 Billion
Consumer Defensive: $4.88 Billion
Communication Services: $2.78 Billion
Consumer Cyclical: $1.56 Billion
Healthcare: $1.49 Billion
Utilities: $1.36 Billion
Financial Services: $1.32 Billion
Other: $1.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.94 Billion 9.02% of portfolio
20,006
Q4 2024 New
$0
$4.79 Billion 6.23% of portfolio
38,502
Q4 2024 New
$410B
$3.45 Billion 4.49% of portfolio
20,651
Q4 2024 New
$3.55T
$3.27 Billion 4.25% of portfolio
12,961
Q4 2024 New
$0
$3.05 Billion 3.96% of portfolio
5,159
Q4 2024 New
$0
$2.39 Billion 3.11% of portfolio
23,334
Q4 2024 New
$0
$2.39 Billion 3.11% of portfolio
23,737
Q4 2024 New
$0
$2.02 Billion 2.63% of portfolio
11,315
Q4 2024 New
$0
$1.99 Billion 2.59% of portfolio
88,527
Q4 2024 New
$0
$1.98 Billion 2.58% of portfolio
10,029
Q4 2024 New
$0
$1.98 Billion 2.57% of portfolio
38,446
Q4 2024 New
$0
$1.88 Billion 2.44% of portfolio
21,388
Q4 2024 New
$0
$1.8 Billion 2.35% of portfolio
11,175
Q4 2024 New
$0
$1.72 Billion 2.23% of portfolio
6,730
Q4 2024 New
$271B
$1.55 Billion 2.02% of portfolio
11,271
Q4 2024 New
$2.84T
$1.53 Billion 1.98% of portfolio
3,592
Q4 2024 New
$0
$1.36 Billion 1.77% of portfolio
14,052
Q4 2024 New
$0
$1.28 Billion 1.66% of portfolio
28,155
Q4 2024 New
$0
$1.21 Billion 1.58% of portfolio
24,079
Q4 2024 New
$0
$1.18 Billion 1.53% of portfolio
23,093
Q4 2024 New
$2T
$1.17 Billion 1.52% of portfolio
5,268
Q4 2024 New
$0
$1.07 Billion 1.39% of portfolio
9,270
Q4 2024 New
$980B
$1.02 Billion 1.32% of portfolio
5,310
Q4 2024 New
$0
$1.01 Billion 1.31% of portfolio
19,570
Q4 2024 New
$0
$960 Million 1.25% of portfolio
4,620
Q4 2024 New
$0
$919 Million 1.19% of portfolio
21,555
Q4 2024 New
$0
$868 Million 1.13% of portfolio
3,094
Q4 2024 New
$0
$827 Million 1.08% of portfolio
2,845
Q4 2024 New
$0
$802 Million 1.04% of portfolio
38,028
Q4 2024 New
$0
$767 Million 1.0% of portfolio
1,417
Q4 2024 New
$0
$748 Million 0.97% of portfolio
4,647
Q4 2024 New
$0
$699 Million 0.91% of portfolio
7,001
Q4 2024 New
$0
$699 Million 0.91% of portfolio
12,586
Q4 2024 New
$0
$655 Million 0.85% of portfolio
27,897
Q4 2024 New
$1.36T
$608 Million 0.79% of portfolio
1,029
Q4 2024 New
$0
$598 Million 0.78% of portfolio
6,256
Q4 2024 New
Blackrock ETF Trust Ii
-
$541 Million 0.7% of portfolio
-
Q4 2024 New
$237B
$535 Million 0.7% of portfolio
5,911
Q4 2024 New
$0
$521 Million 0.68% of portfolio
15,899
Q4 2024 New
$77B
$494 Million 0.64% of portfolio
2,095
Q4 2024 New
$185B
$467 Million 0.61% of portfolio
20,672
Q4 2024 New
$182B
$457 Million 0.59% of portfolio
11,540
Q4 2024 New
$728B
$398 Million 0.52% of portfolio
953
Q4 2024 New
$0
$386 Million 0.5% of portfolio
7,585
Q4 2024 New
$0
$348 Million 0.45% of portfolio
3,927
Q4 2024 New
$672B
$331 Million 0.43% of portfolio
1,382
Q4 2024 New
$302B
$334 Million 0.43% of portfolio
2,335
Q4 2024 New
$0
$319 Million 0.41% of portfolio
12,121
Q4 2024 New
$0
$315 Million 0.41% of portfolio
2,945
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $76.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 88 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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