Ankerstar Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Ankerstar Wealth, LLC | Institutional Filer | ▼ 5.68% | $94.7M | 955 |
Current Portfolio Holdings
Showing all 955 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | — | 175K | $8.8M | 9.30% |
| 2 | BITB | BITWISE BITCOIN ETF TR | — | 168K | $6.2M | 6.54% |
| 3 | GOOG | Alphabet Inc. | Technology | 20K | $5.7M | 6.04% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | — | 67K | $5.3M | 5.59% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 24K | $5.1M | 5.34% |
| 6 | AAPL | Apple Inc. | Technology | 20K | $5.0M | 5.32% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 128K | $4.3M | 4.58% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 68K | $3.9M | 4.08% |
| 9 | COWZ | PACER FDS TR | — | 50K | $3.1M | 3.31% |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 5K | $2.3M | 2.39% |
| 11 | ADPV | SERIES PORTFOLIOS TR | — | 50K | $2.1M | 2.22% |
| 12 | SCHD | SCHWAB STRATEGIC TR | — | 67K | $2.1M | 2.17% |
| 13 | VYMI | VANGUARD WHITEHALL FDS | — | 19K | $1.8M | 1.89% |
| 14 | MSFT | Microsoft Corporation | Technology | 4K | $1.6M | 1.73% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 2K | $1.6M | 1.69% |
Showing 1 to 15 of 955 holdings