Anchor Pointe Wealth Management, LLC Purchases in Q4 2024

Anchor Pointe Wealth Management, LLC

  • $76.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
20K
New
$316.94 - $357.88 $6.34M - $7.16M
20K $6.94B
MGV
Vanguard Mega Cap Value

ETFs
38.5K
New
$124.06 - $133.48 $4.78M - $5.14M
38.5K $4.79B
PG
Procter & Gamble CO

Consumer Defensive
20.7K
New
$161.05 - $179.7 $3.33M - $3.71M
20.7K $3.45B
AAPL
Apple Inc.

Technology
13K
New
$221.69 - $259.02 $2.87M - $3.36M
13K $3.27B
IVV
Ishares Core S&P 500 ETF

ETFs
5.16K
New
$570.51 - $610.59 $2.94M - $3.15M
5.16K $3.05B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23.7K
New
$100.22 - $100.73 $2.38M - $2.39M
23.7K $2.39B
IVW
Ishares S&P 500 Growth ETF

ETFs
23.3K
New
$94.43 - $105.47 $2.2M - $2.46M
23.3K $2.39B
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.3K
New
$176.42 - $186.91 $2M - $2.11M
11.3K $2.02B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
88.5K
New
$22.39 - $23.45 $1.98M - $2.08M
88.5K $1.99B
VBR
Vanguard Small Cap Value ETF

ETFs
10K
New
$197.36 - $217.3 $1.98M - $2.18M
10K $1.98B
TLT
Ishares Barclays 20+ Year Trea

ETFs
21.4K
New
$87.1 - $98.49 $1.86M - $2.11M
21.4K $1.88B
VOE
Vanguard Mid Cap Value Index F

ETFs
11.2K
New
$160.89 - $176.18 $1.8M - $1.97M
11.2K $1.8B
VOT
Vanguard Mid Cap Growth Index

ETFs
6.73K
New
$241.48 - $274.89 $1.63M - $1.85M
6.73K $1.72B
NVDA
Nvidia Corp

Technology
11.3K
New
$117.0 - $148.88 $1.32M - $1.68M
11.3K $1.55B
MSFT
Microsoft Corp

Technology
3.59K
New
$406.35 - $454.46 $1.46M - $1.63M
3.59K $1.53B
EFV
Msci Eafe Value ETF

ETFs
26.2K
New
$51.78 - $57.15 $1.36M - $1.5M
26.2K $1.37B
EFG
Msci Eafe Growth ETF

ETFs
14.1K
New
$96.83 - $106.88 $1.36M - $1.5M
14.1K $1.36B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
28.2K
New
$45.17 - $47.23 $1.27M - $1.33M
28.2K $1.28B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
24.1K
New
$50.14 - $52.56 $1.21M - $1.27M
24.1K $1.21B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
23.1K
New
$51.09 - $55.27 $1.18M - $1.28M
23.1K $1.18B
AMZN
Amazon Com Inc

Consumer Cyclical
5.27K
New
$180.88 - $232.93 $953K - $1.23M
5.27K $1.17B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.27K
New
$115.08 - $119.55 $1.07M - $1.11M
9.27K $1.07B
GOOGL
Alphabet Inc.

Communication Services
5.31K
New
$161.86 - $196.66 $859K - $1.04M
5.31K $1.02B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
19.6K
New
$51.33 - $53.74 $1M - $1.05M
19.6K $1.01B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.62K
New
$201.32 - $217.44 $930K - $1M
4.62K $960M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
21.6K
New
$42.33 - $43.3 $912K - $933K
21.6K $919M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.09K
New
$264.18 - $304.19 $817K - $941K
3.09K $868M
VTI
Vanguard Total Stock Market Et

ETFs
2.85K
New
$280.04 - $302.45 $797K - $860K
2.85K $827M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
38K
New
$21.01 - $22.0 $799K - $837K
38K $802M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.42K
New
$521.84 - $558.82 $739K - $792K
1.42K $767M
IYW
Ishares Dj Us Tech ETF

ETFs
4.65K
New
$148.14 - $166.23 $688K - $772K
4.65K $748M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7K
New
$99.04 - $109.59 $693K - $767K
7K $699M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.6K
New
$55.45 - $61.08 $698K - $769K
12.6K $699M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
27.9K
New
$23.29 - $23.93 $650K - $668K
27.9K $655M
META
Meta Platforms, Inc.

Communication Services
1.03K
New
$554.08 - $632.68 $570K - $651K
1.03K $608M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.26K
New
$89.97 - $98.59 $563K - $617K
6.26K $598M
Blackrock ETF Trust Ii
10.4K
New
N/A
10.4K $541M
WMT
Walmart Inc.

Consumer Defensive
5.91K
New
$79.1 - $95.7 $468K - $566K
5.91K $535M
SPIB
Spdr Portfolio Intermediate Te

ETFs
15.9K
New
$32.65 - $33.68 $519K - $535K
15.9K $521M
AVGO
Broadcom Inc.

Technology
2.1K
New
$159.67 - $250.0 $335K - $524K
2.1K $494M
T
At&T Inc.

Communication Services
20.7K
New
$21.22 - $23.88 $439K - $494K
20.7K $467M
VZ
Verizon Communications Inc

Communication Services
11.5K
New
$39.6 - $45.21 $457K - $522K
11.5K $457M
TSLA
Tesla, Inc.

Consumer Cyclical
953
New
$213.65 - $479.86 $204K - $457K
953 $398M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.59K
New
$50.73 - $51.08 $385K - $387K
7.59K $386M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.93K
New
$88.59 - $94.57 $348K - $371K
3.93K $348M
CVX
Chevron Corp

Energy
2.34K
New
$141.15 - $162.53 $330K - $380K
2.34K $334M
JPM
Jpmorgan Chase & CO

Financial Services
1.38K
New
$205.18 - $250.29 $284K - $346K
1.38K $331M
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.1K
New
$26.05 - $29.17 $316K - $354K
12.1K $319M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.95K
New
$106.56 - $113.11 $314K - $333K
2.95K $315M
Activity Summary
Buys All Purchases 88 New Holdings 88 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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