Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Anchor Pointe Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2024-12-31)

Name: Anchor Pointe Wealth Management, LLC 13F Holdings (2024-12-31)
Creator: ko.io

Anchor Pointe Wealth Management, LLC (CIK 2033218) reported $76.9M across 88 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: MGK ($6.9M, 9.02%), MGV ($4.8M, 6.23%), PG ($3.5M, 4.49%), AAPL ($3.3M, 4.25%), IVV ($3.0M, 3.96%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	MGK	VANGUARD WORLD FD	$6.9M	9.02%	20,006	New
2	MGV	VANGUARD WORLD FD	$4.8M	6.23%	38,502	New
3	PG	PROCTER AND GAMBLE CO	$3.5M	4.49%	20,651	New
4	AAPL	APPLE INC	$3.3M	4.25%	12,961	New
5	IVV	ISHARES TR	$3.0M	3.96%	5,159	New
6	IVW	ISHARES TR	$2.4M	3.11%	23,334	New
7	MINT	PIMCO ETF TR	$2.4M	3.11%	23,737	New
8	QUAL	ISHARES TR	$2.0M	2.63%	11,315	New
9	GOVT	ISHARES TR	$2.0M	2.59%	88,527	New
10	VBR	VANGUARD INDEX FDS	$2.0M	2.58%	10,029	New
11	DYNF	BLACKROCK ETF TRUST	$2.0M	2.57%	38,446	New
12	TLT	ISHARES TR	$1.9M	2.44%	21,388	New
13	VOE	VANGUARD INDEX FDS	$1.8M	2.35%	11,175	New
14	VOT	VANGUARD INDEX FDS	$1.7M	2.23%	6,730	New
15	NVDA	NVIDIA CORPORATION	$1.5M	2.02%	11,271	New
16	MSFT	MICROSOFT CORP	$1.5M	1.98%	3,592	New
17	EFV	ISHARES TR	$1.4M	1.79%	26,218	New
18	EFG	ISHARES TR	$1.4M	1.77%	14,052	New
19	VMBS	VANGUARD SCOTTSDALE FDS	$1.3M	1.66%	28,155	New
20	USIG	ISHARES TR	$1.2M	1.58%	24,079	New
21	SPYV	SPDR SER TR	$1.2M	1.53%	23,093	New
22	AMZN	AMAZON COM INC	$1.2M	1.52%	5,268	New
23	IEI	ISHARES TR	$1.1M	1.39%	9,270	New
24	GOOGL	ALPHABET INC	$1.0M	1.32%	5,310	New
25	IGIB	ISHARES TR	$1.0M	1.31%	19,570	New

Source: SEC Form 13F filings · as of 2024-12-31