Anchor Pointe Wealth Management, LLC

13F filer, CIK 2033218, CAPE GIRARDEAU, MO

Anchor Pointe Wealth Management, LLC reported $76,897,893 across 88 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-03-11. Its ten largest share positions make up 41.97% of the portfolio.

Filed 2025-03-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001214659-25-004139

Period: 2024-12-31
Reported value: $76.9M
Holdings: 88
Top 10 weight: 41.97%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001214659-25-004139, largest first. % of portfolio is the value over $76,897,893, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
MGKVANGUARD WORLD FD	20,006	$6.94M	9.02%	Timeline
MGVVANGUARD WORLD FD	38,502	$4.79M	6.23%	Timeline
PGPROCTER & GAMBLE CO	20,651	$3.45M	4.49%	Timeline
AAPLAPPLE INC	12,961	$3.27M	4.25%	Timeline
IVVISHARES TR	5,159	$3.05M	3.96%	Timeline
MINTPIMCO ETF TR	23,737	$2.39M	3.11%	Timeline
IVWISHARES TR	23,334	$2.39M	3.11%	Timeline
QUALISHARES TR	11,315	$2.02M	2.63%	Timeline
GOVTISHARES TR	88,527	$1.99M	2.59%	Timeline
VBRVANGUARD INDEX FDS	10,029	$1.98M	2.58%	Timeline
DYNFBLACKROCK ETF TRUST	38,446	$1.98M	2.57%	Timeline
TLTISHARES TR	21,388	$1.88M	2.44%	Timeline
VOEVANGUARD INDEX FDS	11,175	$1.8M	2.35%	Timeline
VOTVANGUARD INDEX FDS	6,730	$1.72M	2.23%	Timeline
NVDANVIDIA CORPORATION	11,271	$1.55M	2.02%	Timeline
MSFTMICROSOFT CORP	3,592	$1.53M	1.98%	Timeline
EFVISHARES TR	26,218	$1.37M	1.79%	Timeline
EFGISHARES TR	14,052	$1.36M	1.77%	Timeline
VMBSVANGUARD SCOTTSDALE FDS	28,155	$1.28M	1.66%	Timeline
USIGISHARES TR	24,079	$1.21M	1.58%	Timeline
SPYVSPDR SERIES TRUST	23,093	$1.18M	1.53%	Timeline
AMZNAMAZON COM INC	5,268	$1.17M	1.52%	Timeline
IEIISHARES TR	9,270	$1.07M	1.39%	Timeline
GOOGLALPHABET INC	5,310	$1.02M	1.32%	Timeline
IGIBISHARES TR	19,570	$1.01M	1.31%	Timeline
MTUMISHARES TR	4,620	$960K	1.25%	Timeline
SHYGISHARES TR	21,555	$919K	1.19%	Timeline
VBKVANGUARD INDEX FDS	3,094	$868K	1.13%	Timeline
VTIVANGUARD INDEX FDS	2,845	$827K	1.08%	Timeline
FLCBFRANKLIN TEMPLETON ETF TR	38,028	$802K	1.04%	Timeline
VOOVANGUARD INDEX FDS	1,417	$767K	1%	Timeline
IYWISHARES TR	4,647	$748K	0.97%	Timeline
TLHISHARES TR	7,001	$699K	0.91%	Timeline
EMXCISHARES INC	12,586	$699K	0.91%	Timeline
SPHYSPDR SERIES TRUST	27,897	$655K	0.85%	Timeline
METAMETA PLATFORMS INC	1,029	$608K	0.79%	Timeline
SPMOINVESCO EXCH TRADED FD TR II	6,256	$598K	0.78%	Timeline
BINCBLACKROCK ETF TRUST II	10,391	$541K	0.7%	Timeline
WMTWALMART INC	5,911	$535K	0.7%	Timeline
SPIBSPDR SERIES TRUST	15,899	$521K	0.68%	Timeline
AVGOBROADCOM INC	2,095	$494K	0.64%	Timeline
TAT&T INC	20,672	$467K	0.61%	Timeline
VZVERIZON COMMUNICATIONS INC	11,540	$457K	0.59%	Timeline
TSLATESLA INC	953	$398K	0.52%	Timeline
FLOTISHARES TR	7,585	$386K	0.5%	Timeline
USMVISHARES TR	3,927	$348K	0.45%	Timeline
CVXCHEVRON CORPORATION	2,335	$334K	0.43%	Timeline
JPMJPMORGAN CHASE & CO	1,382	$331K	0.43%	Timeline
SPTLSPDR SERIES TRUST	12,121	$319K	0.41%	Timeline
LQDISHARES TR	2,945	$315K	0.41%	Timeline
USBUS BANCORP	6,309	$304K	0.4%	Timeline
AMGNAMGEN INC	1,163	$302K	0.39%	Timeline
SHYISHARES TR	3,474	$285K	0.37%	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	4,880	$283K	0.37%	Timeline
PFEPFIZER INC	10,626	$281K	0.37%	Timeline
FLBLFRANKLIN TEMPLETON ETF TR	11,423	$277K	0.36%	Timeline
VSTVISTRA CORP	1,937	$271K	0.35%	Timeline
IAUISHARES GOLD TR	5,509	$271K	0.35%	Timeline
IEMGISHARES INC	5,022	$263K	0.34%	Timeline
DUKDUKE ENERGY CORP NEW	2,338	$252K	0.33%	Timeline
GILDGILEAD SCIENCES INC	2,667	$245K	0.32%	Timeline
PMPHILIP MORRIS INTL INC	2,025	$243K	0.32%	Timeline
ETRENTERGY CORP NEW	3,186	$241K	0.31%	Timeline
MRSHMARSH & MCLENNAN COS INC	1,106	$234K	0.3%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	4,166	$234K	0.3%	Timeline
ENBENBRIDGE INC	5,535	$233K	0.3%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	515	$233K	0.3%	Timeline
IFRAISHARES TR	5,030	$232K	0.3%	Timeline
NFLXNETFLIX INC.	256	$231K	0.3%	Timeline
AEPAMERICAN ELEC PWR CO INC	2,485	$229K	0.3%	Timeline
PEPPEPSICO INC	1,490	$226K	0.29%	Timeline
UNHUNITEDHEALTH GROUP INC	440	$223K	0.29%	Timeline
WMBWILLIAMS COS INC	4,103	$222K	0.29%	Timeline
XELXCEL ENERGY INC	3,276	$221K	0.29%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	239	$220K	0.29%	Timeline
MUBISHARES TR	2,060	$220K	0.29%	Timeline
EMBISHARES TR	2,423	$216K	0.28%	Timeline
TFCTRUIST FINL CORP	4,960	$215K	0.28%	Timeline
VBVANGUARD INDEX FDS	883	$212K	0.28%	Timeline
IJRISHARES TR	1,830	$210K	0.27%	Timeline
ABBVABBVIE INC	1,191	$210K	0.27%	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	2,851	$209K	0.27%	Timeline
XOMEXXON MOBIL CORP	1,971	$208K	0.27%	Timeline
MOALTRIA GROUP INC	3,954	$206K	0.27%	Timeline
TLTWISHARES TR	8,539	$202K	0.26%	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	3,680	$200K	0.26%
TTTRANE TECHNOLOGIES PLC	540	$200K	0.26%	Timeline
SBSCOMPANHIA DE SANEAMENTO BASI	10,045	$144K	0.19%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-25-004139	base		2025-03-11	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

Filing	Subject	Filed	Accepted	Ingested
13F-HR 0001214659-25-004139	Quarter ended 2024-12-31	2025-03-11	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC