13FBOX
Anchor Pointe Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Anchor Pointe Wealth Management, LLC

No.9347 Data as of 2025Q1
Latest AUM (Q1 2025)
$76.7M
QoQ Change Q4 2024
-$150,961-0.2%
Holdings
88
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
88
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2025 ValueQ1 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
9.04%9.02%$6.9M20,006$6.9M20,00600.00%Unchanged
VVANGUARD WORLD FDMGV
6.25%6.23%$4.8M38,502$4.8M38,50200.00%Unchanged
PROCTER & GAMBLE COPG
4.5%4.49%$3.5M20,651$3.5M20,65100.00%Unchanged
APPLE INCAAPL
4.26%4.25%$3.3M12,961$3.3M12,96100.00%Unchanged
IISHARES TRIVV
3.97%3.96%$3.0M5,159$3.0M5,15900.00%Unchanged
PPIMCO ETF TRMINT
3.11%3.11%$2.4M23,737$2.4M23,73700.00%Unchanged
IISHARES TRIVW
3.11%3.11%$2.4M23,334$2.4M23,33400.00%Unchanged
IISHARES MSCIQUAL
2.63%2.63%$2.0M11,315$2.0M11,31500.00%Unchanged
IISHARES TRGJS
2.59%2.59%$2.0M88,527$2.0M88,52700.00%Unchanged
VVANGUARD SMALLVBR
2.58%2.58%$2.0M10,029$2.0M10,02900.00%Unchanged
BBLACKROCK ETF TRUSTDYNF
2.58%2.57%$2.0M38,446$2.0M38,44600.00%Unchanged
IISHARES TRTLT
2.45%2.44%$1.9M21,388$1.9M21,38800.00%Unchanged
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.35%2.35%$1.8M11,175$1.8M11,17500.00%Unchanged
VVANGUARD INDEX FDSVOT
2.24%2.23%$1.7M6,730$1.7M6,73000.00%Unchanged
NVIDIA CORPORATIONNVDA
2.02%2.02%$1.5M11,271$1.5M11,27100.00%Unchanged
MICROSOFT CORPMSFT
1.99%1.98%$1.5M3,592$1.5M3,59200.00%Unchanged
IISHARES TREFV
1.79%1.79%$1.4M26,218$1.4M26,21800.00%Unchanged
IISHARES TREFG
1.78%1.77%$1.4M14,052$1.4M14,05200.00%Unchanged
VVANGUARD SCOTTSDALE FDSVMBS
1.66%1.66%$1.3M28,155$1.3M28,15500.00%Unchanged
IISHARES BROADUSIG
1.58%1.58%$1.2M24,079$1.2M24,07900.00%Unchanged
SSTATE STREETSPYV
1.54%1.53%$1.2M23,093$1.2M23,09300.00%Unchanged
AMAZON COM INCAMZN
1.52%1.52%$1.2M5,268$1.2M5,26800.00%Unchanged
IISHARES TRIEI
1.4%1.39%$1.1M9,270$1.1M9,27000.00%Unchanged
ALPHABET INCGOOGL
1.32%1.32%$1.0M5,310$1.0M5,31000.00%Unchanged
IISHARES TRIGIB
1.32%1.31%$1.0M19,570$1.0M19,57000.00%Unchanged
IISHARES TRMTUM
1.25%1.25%$960,4634,620$960,4634,62000.00%Unchanged
IISHARES TRSHYG
1.2%1.19%$918,67121,555$918,67121,55500.00%Unchanged
VVANGUARD INDEX FDSVBK
1.13%1.13%$867,7453,094$867,7453,09400.00%Unchanged
GGENERAL DYNAMICS CORPVTI
1.08%1.08%$827,3802,845$827,3802,84500.00%Unchanged
FFRANKLIN TEMPLETON ETF TRFLCB
1.05%1.04%$802,01038,028$802,01038,02800.00%Unchanged
VVANGUARD INDEX FDSVOO
1%1%$766,5851,417$766,5851,41700.00%Unchanged
IISHARES U.S. TECHNOLOGY ETFIYW
0.97%0.97%$748,1674,647$748,1674,64700.00%Unchanged
IISHARES TRTLH
0.91%0.91%$699,0477,001$699,0477,00100.00%Unchanged
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.91%0.91%$698,78512,586$698,78512,58600.00%Unchanged
SSTATE STREETSPHY
0.85%0.85%$654,74027,897$654,74027,89700.00%Unchanged
META PLATFORMS INCMETA
0.79%0.79%$608,3721,029$608,3721,02900.00%Unchanged
IINVESCO EXCH TRADED FD TR IISPMO
0.78%0.78%$597,5066,256$597,5066,25600.00%Unchanged
BBLACKROCK ETF TRUST IIBINC
0.7%0.7%$540,52910,391$540,52910,39100.00%Unchanged
WALMART INCWMT
0.7%0.7%$535,3525,911$535,3525,91100.00%Unchanged
SSTATE STREETSPIB
0.68%0.68%$521,33015,899$521,33015,89900.00%Unchanged
BROADCOM INCAVGO
0.64%0.64%$493,5392,095$493,5392,09500.00%Unchanged
AAT&T INCT
0.61%0.61%$467,39720,672$467,39720,67200.00%Unchanged
VERIZON COMMUNICATIONS INCVZ
0.6%0.59%$456,98511,540$456,98511,54000.00%Unchanged
IISHARES FLOATING RATE BOND ETFFLOT
0.5%0.5%$385,8497,585$385,8497,58500.00%Unchanged
IISHARES TRUSMV
0.45%0.45%$348,3053,927$348,3053,92700.00%Unchanged
CHEVRON CORPORATIONCVX
0.44%0.43%$334,0602,335$334,0602,33500.00%Unchanged
JPMORGAN CHASE & COJPM
0.43%0.43%$330,7401,382$330,7401,38200.00%Unchanged
SSPDR SERIES TRUSTSPTL
0.42%0.41%$318,53712,121$318,53712,12100.00%Unchanged
IISHARES TRLQD
0.41%0.41%$315,3202,945$315,3202,94500.00%Unchanged
US BANCORPUSB
0.4%0.4%$304,4146,309$304,4146,30900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow