Anchor Pointe Wealth Management, LLC New Holdings in Q4 2024

Anchor Pointe Wealth Management, LLC

  • $76.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
6.31K
New
$43.98 - $53.66 $277K - $339K
6.31K $304M
AMGN
Amgen Inc

Healthcare
1.16K
New
$258.78 - $328.31 $301K - $382K
1.16K $302M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.47K
New
$81.68 - $82.93 $284K - $288K
3.47K $285M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.88K
New
$57.53 - $60.83 $281K - $297K
4.88K $283M
PFE
Pfizer Inc

Healthcare
10.6K
New
$24.8 - $30.19 $264K - $321K
10.6K $281M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
11.4K
New
$24.13 - $24.45 $276K - $279K
11.4K $277M
VST
Vistra Corp.

Utilities
1.94K
New
$115.74 - $166.61 $224K - $323K
1.94K $271M
IAU
Ishares Gold Trust

ETFs
5.51K
New
$48.37 - $52.65 $266K - $290K
5.51K $271M
IEMG
Ishares Inc

ETFs
5.02K
New
N/A
5.02K $263M
DUK
Duke Energy Corp

Utilities
2.34K
New
$105.76 - $120.76 $247K - $282K
2.34K $252M
PM
Philip Morris International Inc.

Consumer Defensive
2.03K
New
$118.38 - $133.06 $240K - $269K
2.03K $243M
ETR
Entergy Corp

Utilities
3.19K
New
$73.19 - $156.4 $233K - $498K
3.19K $241M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
New
$209.89 - $233.24 $232K - $258K
1.11K $234M
BMY
Bristol Myers Squibb CO

Healthcare
4.17K
New
$51.92 - $59.94 $216K - $250K
4.17K $234M
ENB
Enbridge Inc

Energy
5.54K
New
$40.4 - $43.92 $224K - $243K
5.54K $233M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
515
New
$442.29 - $483.08 $228K - $249K
515 $233M
IFRA
Ishares Tr

ETFs
5.03K
New
$45.94 - $51.71 $231K - $260K
5.03K $232M
NFLX
Netflix Inc

Communication Services
256
New
$687.65 - $936.56 $176K - $240K
256 $231M
AEP
American Electric Power CO Inc

Utilities
2.49K
New
$90.91 - $102.21 $226K - $254K
2.49K $229M
PEP
Pepsico Inc

Consumer Defensive
1.49K
New
$151.29 - $176.1 $225K - $262K
1.49K $226M
UNH
Unitedhealth Group Inc

Healthcare
440
New
$485.52 - $625.25 $214K - $275K
440 $223M
WMB
Williams Companies, Inc.

Energy
4.1K
New
$46.37 - $59.74 $190K - $245K
4.1K $222M
XEL
Xcel Energy Inc

Utilities
3.28K
New
$62.16 - $72.92 $204K - $239K
3.28K $221M
COST
Costco Wholesale Corp

Consumer Defensive
239
New
$873.59 - $994.69 $209K - $238K
239 $220M
MUB
Ishares National Muni Bond ETF

ETFs
2.06K
New
$105.78 - $108.7 $218K - $224K
2.06K $220M
EMB
Ishares Tr

ETFs
2.42K
New
$88.94 - $93.46 $216K - $226K
2.42K $216M
TFC
Truist Financial Corp

Financial Services
4.96K
New
$41.51 - $48.1 $206K - $239K
4.96K $215M
VB
Vanguard Small Cap ETF

ETFs
883
New
$233.76 - $261.58 $206K - $231K
883 $212M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
New
$113.92 - $127.38 $208K - $233K
1.83K $210M
ABBV
Abb Vie Inc.

Healthcare
1.19K
New
$164.99 - $203.87 $197K - $243K
1.19K $210M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.85K
New
$72.97 - $96.75 $208K - $276K
2.85K $209M
XOM
Exxon Mobil Corp

Energy
1.97K
New
$105.51 - $125.37 $208K - $247K
1.97K $208M
MO
Altria Group, Inc.

Consumer Defensive
3.95K
New
$49.06 - $57.74 $194K - $228K
3.95K $206M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
8.54K
New
N/A
8.54K $202M
TTE
Total Energies Se

Energy
3.68K
New
N/A
3.68K $200M
TT
Trane Technologies PLC

Industrials
540
New
$369.35 - $419.14 $199K - $226K
540 $200M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
10K
New
$13.9 - $17.11 $140K - $172K
10K $144M
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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