Anchor Pointe Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 11, 2025), Anchor Pointe Wealth Management, LLC reported 88 stock positions worth $76.9 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 9.0% of the portfolio, followed by Vngrd Mrgstr MG CP VL ETF-Ui (MGV, 6.2%) and Procter & Gamble (PG, 4.5%).
- Most Recent 13F
- Q4 2024
- Location
- CAPE GIRARDEAU, MO
- CIK
- 0002033218
- Portfolio Value
- $76.9M (Q4 2024)
- SEC Filing
- 0001214659-25-004139 ↗ filed Mar 11, 2025
Holdings 88 stocks · $76.9M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 9.02% | 20,006 | $6.9M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 6.23% | 38,502 | $4.8M | — |
| PG The Procter & Gamble Co. | 4.49% | 20,651 | $3.5M | — |
| AAPL Apple Inc. | 4.25% | 12,961 | $3.3M | — |
| IVV iShares Core S&P 500 ETF | 3.96% | 5,159 | $3.0M | — |
| MINT PIMCO Enhanced Short Maturit | 3.11% | 23,737 | $2.4M | — |
| IVW iShares S&P 500 Growth ETF | 3.11% | 23,334 | $2.4M | — |
| QUAL iShares MSCI USA Quality Fac | 2.63% | 11,315 | $2.0M | — |
| GOVT iShares US Treasury Bond ETF | 2.59% | 88,527 | $2.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.58% | 10,029 | $2.0M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.57% | 38,446 | $2.0M | — |
| TLT iShares 20+ Year Treasury BD | 2.44% | 21,388 | $1.9M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.35% | 11,175 | $1.8M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.23% | 6,730 | $1.7M | — |
| NVDA Nvidia Corp. | 2.02% | 11,271 | $1.5M | — |
| MSFT Microsoft Corp. | 1.98% | 3,592 | $1.5M | — |
| EFV iShares MSCI Eafe Value ETF | 1.79% | 26,218 | $1.4M | — |
| EFG iShares MSCI Eafe Growth ETF | 1.77% | 14,052 | $1.4M | — |
| VMBS Vanguard Mortgage-Backed Sec | 1.66% | 28,155 | $1.3M | — |
| USIG iShares Broad Usd Investment | 1.58% | 24,079 | $1.2M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.53% | 23,093 | $1.2M | — |
| AMZN Amazon.com Inc. | 1.52% | 5,268 | $1.2M | — |
| IEI iShares 3-7 Year Treasury Bo | 1.39% | 9,270 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 1.32% | 5,310 | $1.0M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.31% | 19,570 | $1.0M | — |
| MTUM iShares MSCI USA Momentum Fa | 1.25% | 4,620 | $960K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.19% | 21,555 | $919K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.13% | 3,094 | $868K | — |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 2,845 | $827K | — |
| FLCB Franklin U.S. Core Bond ETF | 1.04% | 38,028 | $802K | — |
| VOO Vanguard S&P 500 ETF | 1.00% | 1,417 | $767K | — |
| IYW iShares Ustechnology ETF | 0.97% | 4,647 | $748K | — |
| TLH iShares 10-20 Year Treasury | 0.91% | 7,001 | $699K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.91% | 12,586 | $699K | — |
| SPHY SS SPDR P High Yield ETF | 0.85% | 27,897 | $655K | — |
| META Meta Platforms Inc. Class A | 0.79% | 1,029 | $608K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.78% | 6,256 | $598K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.70% | 10,391 | $541K | — |
| WMT Walmart Inc. | 0.70% | 5,911 | $535K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.68% | 15,899 | $521K | — |
| AVGO Broadcom Inc. | 0.64% | 2,095 | $494K | — |
| T AT&T Inc. | 0.61% | 20,672 | $467K | — |
| VZ Verizon Communications Inc. | 0.59% | 11,540 | $457K | — |
| TSLA Tesla Inc. | 0.52% | 953 | $398K | — |
| FLOT iShares Floating Rate Bond E | 0.50% | 7,585 | $386K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.45% | 3,927 | $348K | — |
| CVX Chevron Corp. | 0.43% | 2,335 | $334K | — |
| JPM JPMorgan Chase & Co. | 0.43% | 1,382 | $331K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.41% | 12,121 | $319K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.41% | 2,945 | $315K | — |
| USB US Bancorp | 0.40% | 6,309 | $304K | — |
| AMGN Amgen Inc. | 0.39% | 1,163 | $302K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 3,474 | $285K | — |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 4,880 | $283K | — |
| PFE Pfizer Inc. | 0.37% | 10,626 | $281K | — |
| FLBL Franklin Senior Loan ETF | 0.36% | 11,423 | $277K | — |
| VST Vistra Corp. | 0.35% | 1,937 | $271K | — |
| IAU iShares Gold Trust | 0.35% | 5,509 | $271K | — |
| IEMG iShares Core MSCI Emerging | 0.34% | 5,022 | $263K | — |
| DUK Duke Energy Corp. | 0.33% | 2,338 | $252K | — |
| GILD Gilead Sciences Inc. | 0.32% | 2,667 | $245K | — |
| PM Philip Morris International | 0.32% | 2,025 | $243K | — |
| ETR Entergy Corp. | 0.31% | 3,186 | $241K | — |
| MRSH Marsh & McLennan Cos | 0.30% | 1,106 | $234K | — |
| BMY Bristol-Myers Squibb Co. | 0.30% | 4,166 | $234K | — |
| ENB Enbridge Inc. | 0.30% | 5,535 | $233K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 515 | $233K | — |
| IFRA iShares US Infrastructure | 0.30% | 5,030 | $232K | — |
| NFLX Netflix Inc. | 0.30% | 256 | $231K | — |
| AEP American Electric Power | 0.30% | 2,485 | $229K | — |
| PEP Pepsico Inc. | 0.29% | 1,490 | $226K | — |
| UNH Unitedhealth Group Inc. | 0.29% | 440 | $223K | — |
| WMB Williams Cos Inc. | 0.29% | 4,103 | $222K | — |
| XEL Xcel Energy Inc. | 0.29% | 3,276 | $221K | — |
| COST Costco Wholesale Corp. | 0.29% | 239 | $220K | — |
| MUB iShares National Muni Bond E | 0.29% | 2,060 | $220K | — |
| EMB iShares JP Morgan Usd Emergi | 0.28% | 2,423 | $216K | — |
| TFC Truist Financial Corp. | 0.28% | 4,960 | $215K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 883 | $212K | — |
| IJR iShares Core S&P Small-Cap E | 0.27% | 1,830 | $210K | — |
| ABBV Abbvie Inc. | 0.27% | 1,191 | $210K | — |
| LYB Lyondellbasell Indu Class A | 0.27% | 2,851 | $209K | — |
| XOM Exxon Mobil Corp. | 0.27% | 1,971 | $208K | — |
| MO Altria Group Inc. | 0.27% | 3,954 | $206K | — |
| TLTW iShares 20+ Bond Buywrite | 0.26% | 8,539 | $202K | — |
| TTE Totalenergies SE -Spon ADR | 0.26% | 3,680 | $200K | — |
| TT Trane Technologies PLC | 0.26% | 540 | $200K | — |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.19% | 10,045 | $144K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2024 | 88 | $76.9M | MGK, MGV, PG, AAPL, IVV |