Anchor Pointe Wealth Management, LLC - Portfolio overview

Anchor Pointe Wealth Management, LLC has 88 reported holdings in this dataset, with the latest filing dated 2025-03-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. MGK - VANGUARD WORLD FD, 9.02%
2. MGV - VANGUARD WORLD FD, 6.23%
3. PG - PROCTER AND GAMBLE CO, 4.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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