§ 13F · FUND PROFILE
Anchor Pointe Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 88Turnover · — · Q4Filed · Mar 11, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2024
FILED MAR 11, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | 20K | $6.9T | — | — |
| 2 | MGV | VANGUARD WORLD FD | 39K | $4.8T | — | — |
| 3 | PG | PROCTER AND GAMBLE CO | 21K | $3.5T | — | — |
| 4 | AAPL | APPLE INC | 13K | $3.3T | — | — |
| 5 | IVV | ISHARES TR | 5K | $3.0T | — | — |
| 6 | MINT | PIMCO ETF TR | 24K | $2.4T | — | — |
| 7 | IVW | ISHARES TR | 23K | $2.4T | — | — |
| 8 | QUAL | ISHARES TR | 11K | $2.0T | — | — |
| 9 | GOVT | ISHARES TR | 89K | $2.0T | — | — |
| 10 | VBR | VANGUARD INDEX FDS | 10K | $2.0T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANCHOR SIGNAL
AC read
Anchor Pointe Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed