SEC Form 13F

Anchor Pointe Wealth Management, LLC 13F Holdings

Report period2024-12-31
Publicly available2025-03-12
Reported value$76,897,893
Positions88

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD WORLD FDMGKMEGA GRWTH IND$6,936,28820,006
VANGUARD WORLD FDMGVMEGA CAP VAL ETF$4,794,27138,502
PROCTER AND GAMBLE COPGCOM$3,450,57720,651
APPLE INCAAPLCOM$3,268,75912,961
ISHARES TRIVVCORE S&P500 ETF$3,048,6135,159
PIMCO ETF TRMINTENHAN SHRT MA AC$2,390,07723,737
ISHARES TRIVWS&P 500 GRWT ETF$2,389,87623,334
ISHARES TRQUALMSCI USA QLT FCT$2,020,63211,315
ISHARES TRGOVTUS TREAS BD ETF$1,989,65188,527
VANGUARD INDEX FDSVBRSM CP VAL ETF$1,981,84410,029

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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