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Home > Institutional Investor > Anchor Pointe Wealth Management, Llc > Profile

Instuitional Investor - Anchor Pointe Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Anchor Pointe Wealth Management, Llc
Portfolio Value $76,897,893
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 20,006 $6,936,288 9.02%
2.
Vanguard World Fd - MEGA CAP VAL ETF
 38,502 $4,794,271 6.23%
3.
Procter & Gamble Co
 PG 20,651 $3,450,577 4.49%
4.
Apple Inc.
 AAPL 12,961 $3,268,759 4.25%
5.
Ishares Trust
 IEF 5,159 $3,048,613 3.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)