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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002033218

Anchor Pointe Wealth Management, LLC

CAPE GIRARDEAU, MO · File #028-25449

Latest AUM
$76.9M
Positions
88
Top-10 Concentration
47.5%
Filings
1

Sector Allocation

Technology
8.9%$6.8M
Financials
4.0%$3.1M
Healthcare
1.6%$1.3M
Consumer Staples
1.3%$967,336
Energy
1.0%$742,997
Utilities
0.5%$415,705
Materials
0.3%$208,635
Industrials
0.3%$200,266

Filing History

View all filings →

Top 20 Holdings — Mar 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD WORLD FD92191081620,006$6.9M10.20%
2VANGUARD WORLD FD92191084038,502$4.8M7.05%
3PROCTER AND GAMBLE CO74271810920,651$3.5M5.08%
4APPLE INCAAPL12,961$3.3M4.81%
5ISHARES TR4642872005,159$3.0M4.48%
6PIMCO ETF TR72201R83323,737$2.4M3.52%
7ISHARES TR46428730923,334$2.4M3.52%
8ISHARES TR46432F33911,315$2.0M2.97%
9ISHARES TR46429B26788,527$2.0M2.93%
10VANGUARD INDEX FDS92290861110,029$2.0M2.91%
11BLACKROCK ETF TRUSTBLK38,446$2.0M2.91%
12ISHARES TR46428743221,388$1.9M2.76%
13VANGUARD INDEX FDS92290851211,175$1.8M2.65%
14VANGUARD INDEX FDS9229085386,730$1.7M2.52%
15NVIDIA CORPORATIONNVDA11,271$1.5M2.28%
16MICROSOFT CORPMSFT3,592$1.5M2.24%
17ISHARES TR46428887726,218$1.4M2.02%
18ISHARES TR46428888514,052$1.4M2.01%
19VANGUARD SCOTTSDALE FDS92206C77128,155$1.3M1.88%
20ISHARES TR46428862024,079$1.2M1.78%