Anchor Pointe Wealth Management, LLC Portfolio Holdings by Sector
Anchor Pointe Wealth Management, LLC
- $76.9 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
MGK MGV IVV MINT IVW QUAL GOVT VBR 44 stocks |
$53.5 Million
70.24% of portfolio
|
44
|
- |
44
|
- |
0
Calls
0
Puts
|
|
$3.45 Million
4.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.27 Million
4.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.04 Million
2.68% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1.62 Million
2.13% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.53 Million
2.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN PFE GILD BMY ABBV 5 stocks |
$1.27 Million
1.67% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.17 Million
1.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK ETR AEP XEL 4 stocks |
$943,369
1.24% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$924,382
1.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$827,380
1.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$755,760
0.99% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM TTE 3 stocks |
$742,997
0.98% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB TFC 2 stocks |
$519,531
0.68% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB WMB 2 stocks |
$455,353
0.6% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$448,938
0.59% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$397,788
0.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$330,740
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$271,356
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$234,456
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$232,862
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$230,510
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$226,061
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$223,431
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$208,635
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$200,266
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
SBS 1 stocks |
$144,349
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|