Anchor Pointe Wealth Management, LLC
CIK
2033218
Location
CAPE GIRARDEAU, MO
Portfolio Value
Micro
$21,503,049
Diversification
Diversified
Filing Date
Dec 31, 2024
Global Rank
#7,217
/ 8,041
· as of Dec 2024
Top Industry
Household & Personal Products
16.3%
3Y Alpha vs SPY
-4.7%
Period ended 1 year ago
Filed Mar 11, 2025 · 1y
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.7%
SPY
+24.4%
Annualised alpha
-3.9%
Max drawdown
−16.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
41 positions · as of Dec 31, 2024Top Position
16.1%
of portfolio value
Top 5
50.6%
of portfolio value
Top 10
65.1%
of portfolio value
HHI
705
Diversified
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.4% | $6,759,007 |
| Consumer Defensive | 22.8% | $4,892,217 |
| Communication Services | 11.9% | $2,562,674 |
| Consumer Cyclical | 7.2% | $1,540,605 |
| Healthcare | 7.0% | $1,501,227 |
| Financial Services | 6.1% | $1,316,566 |
| Utilities | 5.8% | $1,239,686 |
| Energy | 4.7% | $1,007,125 |
| Unclassified | 1.3% | $272,750 |
| Basic Materials | 1.0% | $211,743 |
| Industrials | 0.9% | $199,449 |
41 positions ·
$21,503,049 total
· as of Dec 31, 2024
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 20,651 | $3,462,140 | 16.10% | |
| AAPL |
Apple Inc.
Technology
|
First | 12,961 | $3,245,693 | 15.09% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,592 | $1,514,028 | 7.04% | |
| NVDA |
Nvidia Corp
Technology
|
First | 11,271 | $1,513,582 | 7.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 5,268 | $1,155,746 | 5.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 5,310 | $1,005,183 | 4.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,029 | $602,489 | 2.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 5,911 | $534,058 | 2.48% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,095 | $485,704 | 2.26% | |
| T |
At&T Inc.
Communication Services
|
First | 20,672 | $470,701 | 2.19% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 11,540 | $461,484 | 2.15% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 953 | $384,859 | 1.79% | |
| CVX |
Chevron Corp
Energy
|
First | 2,335 | $338,201 | 1.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 1,382 | $331,279 | 1.54% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 1,163 | $303,124 | 1.41% | |
| USB |
US Bancorp De
Financial Services
|
First | 6,309 | $301,759 | 1.40% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 10,626 | $281,907 | 1.31% | |
| IAU |
Ishares Gold Trust
|
First | 5,509 | $272,750 | 1.27% | |
| VST |
Vistra Corp.
Utilities
|
First | 1,937 | $267,054 | 1.24% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 2,338 | $251,896 | 1.17% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 2,667 | $246,350 | 1.15% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 2,025 | $243,708 | 1.13% | |
| ETR |
Entergy Corp /De/
Utilities
|
First | 3,186 | $241,562 | 1.12% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
First | 4,166 | $235,628 | 1.10% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
First | 1,106 | $234,925 | 1.09% | |
| ENB |
Enbridge Inc
Energy
|
First | 5,535 | $234,850 | 1.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 515 | $233,439 | 1.09% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 2,485 | $229,191 | 1.07% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 1,490 | $226,569 | 1.05% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 440 | $222,578 | 1.04% | |
| WMB |
Williams Companies, Inc.
Energy
|
First | 4,103 | $222,054 | 1.03% | |
| XEL |
Xcel Energy Inc
Utilities
|
First | 3,276 | $221,195 | 1.03% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 239 | $218,988 | 1.02% | |
| TFC |
Truist Financial Corp
Financial Services
|
First | 4,960 | $215,164 | 1.00% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 1,971 | $212,020 | 0.99% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
First | 2,851 | $211,743 | 0.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,191 | $211,640 | 0.98% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 3,954 | $206,754 | 0.96% | |
| TT |
Trane Technologies plc
Industrials
|
First | 540 | $199,449 | 0.93% | |
| SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
Utilities
|
First | 10,045 | $28,788 | 0.13% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 256 | $22,817 | 0.11% |