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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$61.7B
$304 Million 0.4% of portfolio
6,309
Q4 2024 New
$171B
$302 Million 0.39% of portfolio
1,163
Q4 2024 New
$146B
$281 Million 0.37% of portfolio
10,626
Q4 2024 New
$47.6B
$271 Million 0.35% of portfolio
1,937
Q4 2024 New
$90.6B
$252 Million 0.33% of portfolio
2,338
Q4 2024 New
$143B
$245 Million 0.32% of portfolio
2,667
Q4 2024 New
$16.8B
$241 Million 0.31% of portfolio
3,186
Q4 2024 New
$85.6B
$233 Million 0.3% of portfolio
5,535
Q4 2024 New
$131B
$234 Million 0.3% of portfolio
4,166
Q4 2024 New
$116B
$234 Million 0.3% of portfolio
1,106
Q4 2024 New
$53.7B
$229 Million 0.3% of portfolio
2,485
Q4 2024 New
$67B
$222 Million 0.29% of portfolio
4,103
Q4 2024 New
$37.6B
$221 Million 0.29% of portfolio
3,276
Q4 2024 New
$24.1B
$209 Million 0.27% of portfolio
2,851
Q4 2024 New
$104B
$206 Million 0.27% of portfolio
3,954
Q4 2024 New
$173B
$200 Million 0.26% of portfolio
3,680
Q4 2024 New
$77.4B
$200 Million 0.26% of portfolio
540
Q4 2024 New
$11.2B
$144 Million 0.19% of portfolio
10,045
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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