Anchor Pointe Wealth Management, LLC Top Holdings and 13F Report (2025) About Anchor Pointe Wealth Management, LLCInvestment ActivityAnchor Pointe Wealth Management, LLC has $76.90 million in total holdings as of December 31, 2024.Anchor Pointe Wealth Management, LLC owns shares of 88 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Mega Cap Growth ETF $6,936,288Vanguard Mega Cap Value ETF $4,794,271Procter & Gamble $3,450,577Apple $3,268,759iShares Core S&P 500 ETF $3,048,613 Sector AllocationMap of 500 Largest Holdings ofAnchor Pointe Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$6,936,28820,0069.0%ETFMGVVanguard Mega Cap Value ETF$4,794,27138,5026.2%ETFPGProcter & Gamble$3,450,57720,6514.5%Consumer StaplesAAPLApple$3,268,75912,9614.3%Computer and TechnologyIVViShares Core S&P 500 ETF$3,048,6135,1594.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,390,07723,7373.1%ETFIVWiShares S&P 500 Growth ETF$2,389,87623,3343.1%ETFQUALiShares MSCI USA Quality Factor ETF$2,020,63211,3152.6%ETFGOVTiShares U.S. Treasury Bond ETF$1,989,65188,5272.6%ETFVBRVanguard Small-Cap Value ETF$1,981,84410,0292.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,979,57538,4462.6%ETFTLTiShares 20+ Year Treasury Bond ETF$1,877,86321,3882.4%ETFVOEVanguard Mid-Cap Value ETF$1,803,42511,1752.3%ETFVOTVanguard Mid-Cap Growth ETF$1,716,4836,7302.2%ETFNVDANVIDIA$1,549,61111,2712.0%Computer and TechnologyMSFTMicrosoft$1,525,9143,5922.0%Computer and TechnologyEFViShares MSCI EAFE Value ETF$1,373,56226,2181.8%ETFEFGiShares MSCI EAFE Growth ETF$1,363,31114,0521.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$1,277,34728,1551.7%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,212,61724,0791.6%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$1,180,06023,0931.5%ETFAMZNAmazon.com$1,165,8115,2681.5%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$1,071,0549,2701.4%ETFGOOGLAlphabet$1,015,4845,3101.3%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,010,00919,5701.3%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$960,4634,6201.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$918,67121,5551.2%ETFVBKVanguard Small-Cap Growth ETF$867,7453,0941.1%ETFVTIVanguard Total Stock Market ETF$827,3802,8451.1%ETFFLCBFranklin U.S. Core Bond ETF$802,01038,0281.0%ETFVOOVanguard S&P 500 ETF$766,5851,4171.0%ETFIYWiShares U.S. Technology ETF$748,1674,6471.0%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$699,0477,0010.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$698,78512,5860.9%ManufacturingSPHYSPDR Portfolio High Yield Bond ETF$654,74027,8970.9%ETFMETAMeta Platforms$608,3721,0290.8%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$597,5066,2560.8%ETFBINCiShares Flexible Income Active ETF$540,52910,3910.7%ETFWMTWalmart$535,3525,9110.7%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$521,33015,8990.7%ETFAVGOBroadcom$493,5392,0950.6%Computer and TechnologyTAT&T$467,39720,6720.6%Computer and TechnologyVZVerizon Communications$456,98511,5400.6%Computer and TechnologyTSLATesla$397,7889530.5%Auto/Tires/TrucksFLOTiShares Floating Rate Bond ETF$385,8497,5850.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$348,3053,9270.5%ETFCVXChevron$334,0602,3350.4%Oils/EnergyJPMJPMorgan Chase & Co.$330,7401,3820.4%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$318,53712,1210.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$315,3202,9450.4%FinanceUSBU.S. Bancorp$304,4146,3090.4%FinanceAMGNAmgen$301,5731,1630.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$284,6263,4740.4%ManufacturingJEPIJPMorgan Equity Premium Income ETF$282,8444,8800.4%ETFPFEPfizer$280,73810,6260.4%MedicalFLBLFranklin Senior Loan ETF$277,06611,4230.4%ETFVSTVistra$271,3561,9370.4%UtilitiesIAUiShares Gold Trust$271,1585,5090.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$262,7145,0220.3%ETFDUKDuke Energy$251,8262,3380.3%UtilitiesGILDGilead Sciences$245,3902,6670.3%MedicalPMPhilip Morris International$243,0152,0250.3%Consumer StaplesETREntergy$241,3493,1860.3%UtilitiesMMCMarsh & McLennan Companies$234,4561,1060.3%FinanceBMYBristol-Myers Squibb$233,5474,1660.3%MedicalENBEnbridge$233,1335,5350.3%Oils/EnergyBRK.BBerkshire Hathaway$232,8625150.3%FinanceIFRAiShares U.S. Infrastructure ETF$232,2955,0300.3%ETFNFLXNetflix$230,5102560.3%Consumer DiscretionaryAEPAmerican Electric Power$228,7692,4850.3%UtilitiesPEPPepsiCo$226,0611,4900.3%Consumer StaplesUNHUnitedHealth Group$223,4314400.3%MedicalWMBWilliams Companies$222,2204,1030.3%Oils/EnergyXELXcel Energy$221,4253,2760.3%UtilitiesCOSTCostco Wholesale$220,4082390.3%Retail/WholesaleMUBiShares National Muni Bond ETF$219,5552,0600.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$216,1542,4230.3%ETFTFCTruist Financial$215,1174,9600.3%FinanceVBVanguard Small-Cap ETF$211,9988830.3%ETFIJRiShares Core S&P Small-Cap ETF$210,3951,8300.3%ETFABBVAbbVie$209,8561,1910.3%MedicalLYBLyondellBasell Industries$208,6352,8510.3%Basic MaterialsXOMExxon Mobil$208,4531,9710.3%Oils/EnergyMOAltria Group$205,9233,9540.3%Consumer StaplesTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$201,6068,5390.3%ETFTTETotalEnergies$200,4843,6800.3%Oils/EnergyTTTrane Technologies$200,2665400.3%ConstructionSBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP$144,34910,0450.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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