ENDEAVOR PRIVATE WEALTH, INC. 13F Portfolio
ENDEAVOR PRIVATE WEALTH, INC. runs ENDEAVOR PRIVATE WEALTH, INC. and currently holds 216 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $411.50M. Their top holdings are IVV, IUSB, DYNF, SPY, IVE. The top five represent 20.9% of reported portfolio weight. ENDEAVOR PRIVATE WEALTH, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ENDEAVOR PRIVATE WEALTH, INC. initiated 3 new positions. They added to 52 existing positions. They trimmed 42 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$411.50M
Alpha Score
22.5
#0 of 1000
Holdings
216
ENDEAVOR PRIVATE WEALTH, INC. Current 13F Holdings
Reported holdings from ENDEAVOR PRIVATE WEALTH, INC.'s latest SEC 13F filing, ranked by portfolio weight.
216 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IVV ISHARES TR | 6.47% | $661.10 | $781.99 | +18.29% | Added +52.79% |
IUSB ISHARES TR | 4.71% | $45.81 | $44.14 | -3.65% | Added +35.81% |
DYNF BLACKROCK ETF TRUST | 3.64% | $55.87 | $70.40 | +26.01% | Added +9.39% |
SPY STATE STR SPDR S&P 500 ETF T | 3.18% | $678.69 | $778.54 | +14.71% | Added +21.50% |
IVE ISHARES TR | 2.87% | $200.12 | $233.04 | +16.45% | Trimmed -9.92% |
IVW ISHARES TR | 2.70% | $101.87 | $145.24 | +42.57% | Added +0.28% |
IEMG ISHARES INC | 2.59% | $59.84 | $81.39 | +36.01% | Trimmed -18.08% |
AVUS AMERICAN CENTY ETF TR | 2.54% | $101.39 | $130.49 | +28.70% | Added +15.76% |
VO VANGUARD INDEX FDS | 1.99% | $71.67 | $81.15 | +13.23% | Added +265.76% |
CGBL CAPITAL GROUP CORE BALANCED | 1.97% | $32.39 | $37.18 | +14.77% | Added +4.26% |
Showing 1-10 of 216