Vault-13

Anchor Pointe Wealth Management, LLC

CAPE GIRARDEAU, MO · CIK 2033218 · 13F filing filed 2025-03-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$76.9m reported value
88positions
42.0%in top 10
—no comparable previous quarter

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD WORLD FD MEGA GRWTH IND MGK MGK 20,006 $6.9m9.02% 9.02% First filing
2 VANGUARD WORLD FD MEGA CAP VAL ETF MGV MGV 38,502 $4.8m6.23% 6.23% First filing
3 PROCTER AND GAMBLE CO COM PG PG 20,651 $3.5m4.49% 4.49% First filing
4 APPLE INC COM AAPL AAPL 12,961 $3.3m4.25% 4.25% First filing
5 ISHARES TR CORE S&P500 ETF IVV IVV 5,159 $3.0m3.96% 3.96% First filing
6 PIMCO ETF TR ENHAN SHRT MA AC MINT MINT 23,737 $2.4m3.11% 3.11% First filing
7 ISHARES TR S&P 500 GRWT ETF IVW IVW 23,334 $2.4m3.11% 3.11% First filing
8 ISHARES TR MSCI USA QLT FCT QUAL QUAL 11,315 $2.0m2.63% 2.63% First filing
9 ISHARES TR US TREAS BD ETF GOVT GOVT 88,527 $2.0m2.59% 2.59% First filing
10 VANGUARD INDEX FDS SM CP VAL ETF VBR VBR 10,029 $2.0m2.58% 2.58% First filing
11 BLACKROCK ETF TRUST ISHARES US EQUIT DYNF DYNF 38,446 $2.0m2.57% 2.57% First filing
12 ISHARES TR 20 YR TR BD ETF TLT TLT 21,388 $1.9m2.44% 2.44% First filing
13 VANGUARD INDEX FDS MCAP VL IDXVIP VOE VOE 11,175 $1.8m2.35% 2.35% First filing
14 VANGUARD INDEX FDS MCAP GR IDXVIP VOT VOT 6,730 $1.7m2.23% 2.23% First filing
15 NVIDIA CORPORATION COM NVDA NVDA 11,271 $1.5m2.02% 2.02% First filing
16 MICROSOFT CORP COM MSFT MSFT 3,592 $1.5m1.98% 1.98% First filing
17 ISHARES TR EAFE VALUE ETF EFV EFV 26,218 $1.4m1.79% 1.79% First filing
18 ISHARES TR EAFE GRWTH ETF EFG EFG 14,052 $1.4m1.77% 1.77% First filing
19 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS VMBS 28,155 $1.3m1.66% 1.66% First filing
20 ISHARES TR USD INV GRDE ETF USIG USIG 24,079 $1.2m1.58% 1.58% First filing
21 SPDR SERIES TRUST PRTFLO S&P500 VL SPYV SPYV 23,093 $1.2m1.53% 1.53% First filing
22 AMAZON COM INC COM AMZN AMZN 5,268 $1.2m1.52% 1.52% First filing
23 ISHARES TR 3 7 YR TREAS BD IEI IEI 9,270 $1.1m1.39% 1.39% First filing
24 ALPHABET INC CAP STK CL A GOOGL GOOGL 5,310 $1.0m1.32% 1.32% First filing
25 ISHARES TR ISHS 5-10YR INVT IGIB IGIB 19,570 $1.0m1.31% 1.31% First filing
26 ISHARES TR MSCI USA MMENTM MTUM MTUM 4,620 $960.5k1.25% 1.25% First filing
27 ISHARES TR 0-5YR HI YL CP SHYG SHYG 21,555 $918.7k1.19% 1.19% First filing
28 VANGUARD INDEX FDS SML CP GRW ETF VBK VBK 3,094 $867.7k1.13% 1.13% First filing
29 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 2,845 $827.4k1.08% 1.08% First filing
30 FRANKLIN TEMPLETON ETF TR US CORE BOND ETF FLCB FLCB 38,028 $802.0k1.04% 1.04% First filing
31 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 1,417 $766.6k1.00% 1.00% First filing
32 ISHARES TR U.S. TECH ETF IYW IYW 4,647 $748.2k0.97% 0.97% First filing
33 ISHARES TR 10-20 YR TRS ETF TLH TLH 7,001 $699.0k0.91% 0.91% First filing
34 ISHARES INC MSCI EMRG CHN EMXC EMXC 12,586 $698.8k0.91% 0.91% First filing
35 SPDR SERIES TRUST PORTFLI HIGH YLD SPHY SPHY 27,897 $654.7k0.85% 0.85% First filing
36 META PLATFORMS INC CL A META META 1,029 $608.4k0.79% 0.79% First filing
37 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO SPMO 6,256 $597.5k0.78% 0.78% First filing
38 BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC BINC 10,391 $540.5k0.70% 0.70% First filing
39 WALMART INC COM WMT WMT 5,911 $535.4k0.70% 0.70% First filing
40 SPDR SER TR PORTFOLIO INTRMD SPIB SPIB 15,899 $521.3k0.68% 0.68% First filing
41 BROADCOM INC COM AVGO AVGO 2,095 $493.5k0.64% 0.64% First filing
42 AT&T INC COM T T 20,672 $467.4k0.61% 0.61% First filing
43 VERIZON COMMUNICATIONS INC COM VZ VZ 11,540 $457.0k0.59% 0.59% First filing
44 TESLA INC COM TSLA TSLA 953 $397.8k0.52% 0.52% First filing
45 ISHARES TR FLTG RATE NT ETF FLOT FLOT 7,585 $385.8k0.50% 0.50% First filing
46 ISHARES TR MSCI USA MIN VOL USMV USMV 3,927 $348.3k0.45% 0.45% First filing
47 CHEVRON CORP NEW COM CVX CVX 2,335 $334.1k0.43% 0.43% First filing
48 JPMORGAN CHASE & CO COM JPM JPM 1,382 $330.7k0.43% 0.43% First filing
49 SPDR SER TR PORTFOLIO LN TSR SPTL SPTL 12,121 $318.5k0.41% 0.41% First filing
50 ISHARES TR IBOXX INV CP ETF LQD LQD 2,945 $315.3k0.41% 0.41% First filing
51 US BANCORP DEL COM NEW USB USB 6,309 $304.4k0.40% 0.40% First filing
52 AMGEN INC COM AMGN AMGN 1,163 $301.6k0.39% 0.39% First filing
53 ISHARES TR 1 3 YR TREAS BD SHY SHY 3,474 $284.6k0.37% 0.37% First filing
54 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI JEPI 4,880 $282.8k0.37% 0.37% First filing
55 PFIZER INC COM PFE PFE 10,626 $280.7k0.37% 0.37% First filing
56 FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF FLBL FLBL 11,423 $277.1k0.36% 0.36% First filing
57 VISTRA CORP COM VST VST 1,937 $271.4k0.35% 0.35% First filing
58 ISHARES GOLD TR ISHARES NEW IAU IAU 5,509 $271.2k0.35% 0.35% First filing
59 ISHARES INC CORE MSCI EMKT IEMG IEMG 5,022 $262.7k0.34% 0.34% First filing
60 DUKE ENERGY CORP NEW COM NEW DUK DUK 2,338 $251.8k0.33% 0.33% First filing
61 GILEAD SCIENCES INC COM GILD GILD 2,667 $245.4k0.32% 0.32% First filing
62 PHILIP MORRIS INTL INC COM PM PM 2,025 $243.0k0.32% 0.32% First filing
63 ENTERGY CORP NEW COM ETR ETR 3,186 $241.3k0.31% 0.31% First filing
64 MARSH & MCLENNAN COS INC COM MRSH MRSH 1,106 $234.5k0.30% 0.30% First filing
65 BRISTOL-MYERS SQUIBB CO COM BMY BMY 4,166 $233.5k0.30% 0.30% First filing
66 ENBRIDGE INC COM ENB ENB 5,535 $233.1k0.30% 0.30% First filing
67 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 515 $232.9k0.30% 0.30% First filing
68 ISHARES TR US INFRASTRUC IFRA IFRA 5,030 $232.3k0.30% 0.30% First filing
69 NETFLIX INC COM NFLX NFLX 256 $230.5k0.30% 0.30% First filing
70 AMERICAN ELEC PWR CO INC COM AEP AEP 2,485 $228.8k0.30% 0.30% First filing
71 PEPSICO INC COM PEP PEP 1,490 $226.1k0.29% 0.29% First filing
72 UNITEDHEALTH GROUP INC COM UNH UNH 440 $223.4k0.29% 0.29% First filing
73 WILLIAMS COS INC COM WMB WMB 4,103 $222.2k0.29% 0.29% First filing
74 XCEL ENERGY INC COM XEL XEL 3,276 $221.4k0.29% 0.29% First filing
75 COSTCO WHSL CORP NEW COM COST COST 239 $220.4k0.29% 0.29% First filing
76 ISHARES TR NATIONAL MUN ETF MUB MUB 2,060 $219.6k0.29% 0.29% First filing
77 ISHARES TR JPMORGAN USD EMG EMB EMB 2,423 $216.2k0.28% 0.28% First filing
78 TRUIST FINL CORP COM TFC TFC 4,960 $215.1k0.28% 0.28% First filing
79 VANGUARD INDEX FDS SMALL CP ETF VB VB 883 $212.0k0.28% 0.28% First filing
80 ISHARES TR CORE S&P SCP ETF IJR IJR 1,830 $210.4k0.27% 0.27% First filing
81 ABBVIE INC COM ABBV ABBV 1,191 $209.9k0.27% 0.27% First filing
82 LYONDELLBASELL INDUSTRIES N SHS - A - LYB LYB 2,851 $208.6k0.27% 0.27% First filing
83 EXXON MOBIL CORP COM XOM XOM 1,971 $208.5k0.27% 0.27% First filing
84 ALTRIA GROUP INC COM MO MO 3,954 $205.9k0.27% 0.27% First filing
85 ISHARES TR 20+ YEAR TR BD TLTW TLTW 8,539 $201.6k0.26% 0.26% First filing
86 TOTALENERGIES SE SPONSORED ADS SPONSORED ADS 3,680 $200.5k0.26% 0.26% First filing
87 TRANE TECHNOLOGIES PLC SHS TT TT 540 $200.3k0.26% 0.26% First filing
88 COMPANHIA DE SANEAMENTO BASI SPONSORED ADR SBS SBS 10,045 $144.3k0.19% 0.19% First filing