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:

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AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$209.9K

% of Portfolio:0.3% ($209.9K/$76.9M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:2.9K

Value:$208.6K

% of Portfolio:0.3% ($208.6K/$76.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.0K

Value:$208.5K

% of Portfolio:0.3% ($208.5K/$76.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.0K

Value:$205.9K

% of Portfolio:0.3% ($205.9K/$76.9M)

46436E338

Shares:8.5K

Value:$201.6K

% of Portfolio:0.3% ($201.6K/$76.9M)

TotalEnergies SE

TTE|89151E109

Shares:3.7K

Value:$200.5K

% of Portfolio:0.3% ($200.5K/$76.9M)

Trane Technologies plc

TT|G8994E103

Shares:540

Value:$200.3K

% of Portfolio:0.3% ($200.3K/$76.9M)

COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP

SBS|20441A102

Shares:10.0K

Value:$144.3K

% of Portfolio:0.2% ($144.3K/$76.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ- YoY-	All Managers (Combined)	$209.9K	0.3% ($209.9K/$76.9M)	QoQ- YoY-
LyondellBasell Industries N.V.(LYBcusipN53745100)	2.9K	QoQ- YoY-	All Managers (Combined)	$208.6K	0.3% ($208.6K/$76.9M)	QoQ- YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.0K	QoQ- YoY-	All Managers (Combined)	$208.5K	0.3% ($208.5K/$76.9M)	QoQ- YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	4.0K	QoQ- YoY-	All Managers (Combined)	$205.9K	0.3% ($205.9K/$76.9M)	QoQ- YoY-
(cusip46436E338)✕	8.5K	QoQ- YoY-	All Managers (Combined)	$201.6K	0.3% ($201.6K/$76.9M)	QoQ- YoY-
TotalEnergies SE(TTEcusip89151E109)	3.7K	QoQ- YoY-	All Managers (Combined)	$200.5K	0.3% ($200.5K/$76.9M)	QoQ- YoY-
Trane Technologies plc(TTcusipG8994E103)	540	QoQ- YoY-	All Managers (Combined)	$200.3K	0.3% ($200.3K/$76.9M)	QoQ- YoY-
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP(SBScusip20441A102)	10.0K	QoQ- YoY-	All Managers (Combined)	$144.3K	0.2% ($144.3K/$76.9M)	QoQ- YoY-