Anchor-Pointe-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "T",
  "AVGO",
  "SBS",
  null,
  "DUK",
  "GILD",
  null,
  null,
  null,
  "EMXC",
  null,
  "MUB",
  "META",
  "IVW",
  null,
  null,
  null,
  "MMC",
  "MSFT",
  "IJR",
  "EFG",
  "PEP",
  "IEMG",
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "ENB",
  "PFE",
  "PG",
  null,
  "VZ",
  null,
  "AMGN",
  null,
  null,
  null,
  "TFC",
  "VOE",
  null,
  null,
  "TTE",
  "ETR",
  "TT",
  "AEP",
  "AMZN",
  null,
  null,
  null,
  null,
  "USB",
  "MGK",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VST",
  "WMT",
  "WMB",
  "XEL",
  null,
  "MTUM",
  "LYB",
  "SPYV",
  "BRK-B",
  null,
  "BMY",
  "CVX",
  "COST",
  "USMV",
  "XOM",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-03-11
Total Holdings: 88
Total Value: 76897893
Accession Number: 0001214659-25-004139
Form Type: 13F-HR
CIK: anchor-pointe-wealth-management
Manager Name: Anchor-Pointe-Wealth-Management

Data Enrichment

69% identified

61 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $76.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Broadcom Inc.

AVGO|11135F101

Shares:2.1K

Value:$493.5K

% of Portfolio:0.6% ($493.5K/$76.9M)

AT&T INC.

T|00206R102

Shares:20.7K

Value:$467.4K

% of Portfolio:0.6% ($467.4K/$76.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:11.5K

Value:$457.0K

% of Portfolio:0.6% ($457.0K/$76.9M)

Tesla, Inc.

TSLA|88160R101

Shares:953

Value:$397.8K

% of Portfolio:0.5% ($397.8K/$76.9M)

46429B655

Shares:7.6K

Value:$385.8K

% of Portfolio:0.5% ($385.8K/$76.9M)

46429B697

USMV|46429B697

Shares:3.9K

Value:$348.3K

% of Portfolio:0.5% ($348.3K/$76.9M)

CHEVRON CORP

CVX|166764100

Shares:2.3K

Value:$334.1K

% of Portfolio:0.4% ($334.1K/$76.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.4K

Value:$330.7K

% of Portfolio:0.4% ($330.7K/$76.9M)

78464A664

Shares:12.1K

Value:$318.5K

% of Portfolio:0.4% ($318.5K/$76.9M)

464287242

Shares:2.9K

Value:$315.3K

% of Portfolio:0.4% ($315.3K/$76.9M)

US BANCORP \DE\

USB|902973304

Shares:6.3K

Value:$304.4K

% of Portfolio:0.4% ($304.4K/$76.9M)

AMGEN INC

AMGN|031162100

Shares:1.2K

Value:$301.6K

% of Portfolio:0.4% ($301.6K/$76.9M)

464287457

Shares:3.5K

Value:$284.6K

% of Portfolio:0.4% ($284.6K/$76.9M)

46641Q332

Shares:4.9K

Value:$282.8K

% of Portfolio:0.4% ($282.8K/$76.9M)

PFIZER INC

PFE|717081103

Shares:10.6K

Value:$280.7K

% of Portfolio:0.4% ($280.7K/$76.9M)

35473P595

Shares:11.4K

Value:$277.1K

% of Portfolio:0.4% ($277.1K/$76.9M)

Vistra Corp.

VST|92840M102

Shares:1.9K

Value:$271.4K

% of Portfolio:0.4% ($271.4K/$76.9M)

464285204

Shares:5.5K

Value:$271.2K

% of Portfolio:0.4% ($271.2K/$76.9M)

46434G103

IEMG|46434G103

Shares:5.0K

Value:$262.7K

% of Portfolio:0.3% ($262.7K/$76.9M)

Duke Energy CORP

DUK|26441C204

Shares:2.3K

Value:$251.8K

% of Portfolio:0.3% ($251.8K/$76.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	2.1K	QoQ- YoY-	All Managers (Combined)	$493.5K	0.6% ($493.5K/$76.9M)	QoQ- YoY-
AT&T INC.(Tcusip00206R102)	20.7K	QoQ- YoY-	All Managers (Combined)	$467.4K	0.6% ($467.4K/$76.9M)	QoQ- YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	11.5K	QoQ- YoY-	All Managers (Combined)	$457.0K	0.6% ($457.0K/$76.9M)	QoQ- YoY-
Tesla, Inc.(TSLAcusip88160R101)	953	QoQ- YoY-	All Managers (Combined)	$397.8K	0.5% ($397.8K/$76.9M)	QoQ- YoY-
(cusip46429B655)✕	7.6K	QoQ- YoY-	All Managers (Combined)	$385.8K	0.5% ($385.8K/$76.9M)	QoQ- YoY-
(USMVcusip46429B697)	3.9K	QoQ- YoY-	All Managers (Combined)	$348.3K	0.5% ($348.3K/$76.9M)	QoQ- YoY-
CHEVRON CORP(CVXcusip166764100)	2.3K	QoQ- YoY-	All Managers (Combined)	$334.1K	0.4% ($334.1K/$76.9M)	QoQ- YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.4K	QoQ- YoY-	All Managers (Combined)	$330.7K	0.4% ($330.7K/$76.9M)	QoQ- YoY-
(cusip78464A664)✕	12.1K	QoQ- YoY-	All Managers (Combined)	$318.5K	0.4% ($318.5K/$76.9M)	QoQ- YoY-
(cusip464287242)✕	2.9K	QoQ- YoY-	All Managers (Combined)	$315.3K	0.4% ($315.3K/$76.9M)	QoQ- YoY-
US BANCORP \DE\(USBcusip902973304)	6.3K	QoQ- YoY-	All Managers (Combined)	$304.4K	0.4% ($304.4K/$76.9M)	QoQ- YoY-
AMGEN INC(AMGNcusip031162100)	1.2K	QoQ- YoY-	All Managers (Combined)	$301.6K	0.4% ($301.6K/$76.9M)	QoQ- YoY-
(cusip464287457)✕	3.5K	QoQ- YoY-	All Managers (Combined)	$284.6K	0.4% ($284.6K/$76.9M)	QoQ- YoY-
(cusip46641Q332)✕	4.9K	QoQ- YoY-	All Managers (Combined)	$282.8K	0.4% ($282.8K/$76.9M)	QoQ- YoY-
PFIZER INC(PFEcusip717081103)	10.6K	QoQ- YoY-	All Managers (Combined)	$280.7K	0.4% ($280.7K/$76.9M)	QoQ- YoY-
(cusip35473P595)✕	11.4K	QoQ- YoY-	All Managers (Combined)	$277.1K	0.4% ($277.1K/$76.9M)	QoQ- YoY-
Vistra Corp.(VSTcusip92840M102)	1.9K	QoQ- YoY-	All Managers (Combined)	$271.4K	0.4% ($271.4K/$76.9M)	QoQ- YoY-
(cusip464285204)✕	5.5K	QoQ- YoY-	All Managers (Combined)	$271.2K	0.4% ($271.2K/$76.9M)	QoQ- YoY-
(IEMGcusip46434G103)	5.0K	QoQ- YoY-	All Managers (Combined)	$262.7K	0.3% ($262.7K/$76.9M)	QoQ- YoY-
Duke Energy CORP(DUKcusip26441C204)	2.3K	QoQ- YoY-	All Managers (Combined)	$251.8K	0.3% ($251.8K/$76.9M)	QoQ- YoY-