Endowment Wealth Management, Inc. Purchases in Q2 2024

Endowment Wealth Management, Inc.

  • $125 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.25K
+ 14.79%
$109.98 - $128.59 $358K - $418K
25.2K $3.22M
IEMG
Ishares Inc

ETFs
7.35K
+ 12.33%
$50.02 - $54.95 $367K - $404K
66.9K $3.58M
PLTR
Palantir Technologies Inc.

Technology
14
+ 0.01%
$20.47 - $25.82 $287 - $361
154K $3.9M
TJX
Tjx Companies Inc

Consumer Cyclical
2.86K
New
$92.66 - $111.05 $265K - $318K
2.86K $314K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.17K
+ 2.4%
$108.78 - $119.23 $127K - $139K
49.9K $5.93M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.88K
+ 18.8%
$85.39 - $90.42 $332K - $351K
24.5K $2.16M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.9K
+ 14.43%
$74.81 - $88.63 $142K - $168K
15.1K $1.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.15K
+ 9.65%
$76.09 - $82.16 $315K - $341K
47.1K $3.69M
DPZ
Dominos Pizza Inc

Consumer Cyclical
480
New
$471.28 - $533.64 $226K - $256K
480 $247K
VTI
Vanguard Total Stock Market Et

ETFs
229
+ 1.05%
$245.23 - $269.4 $56.2K - $61.7K
22K $5.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.14K
+ 13.36%
$50.22 - $50.48 $208K - $209K
35.1K $1.77M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
3.16K
New
$53.95 - $74.26 $171K - $235K
3.16K $209K
VGT
Vanguard Information Technolog

ETFs
359
New
$479.9 - $588.82 $172K - $211K
359 $206K
FTSL
First Trust Senior Ln Fund

ETFs
4.49K
+ 13.11%
$45.71 - $46.33 $205K - $208K
38.7K $1.77M
HUMA
Humacyte, Inc.

Healthcare
3K
+ 3.08%
$2.87 - $9.1 $8.61K - $27.3K
101K $482K
EEM
Ishares Msci Emerging Markets

ETFs
2.77K
+ 19.78%
$39.71 - $43.79 $110K - $121K
16.8K $714K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.13K
+ 14.34%
$83.97 - $89.72 $178K - $191K
16.9K $1.47M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.22K
+ 8.94%
$40.93 - $44.6 $91K - $99.1K
27.1K $1.17M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.45K
+ 9.74%
$41.64 - $42.32 $144K - $146K
38.9K $1.64M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.7K
+ 9.71%
$48.39 - $52.81 $227K - $248K
53.1K $2.59M
INDA
Ishares Msci India Index Fund

ETFs
699
+ 3.59%
$50.97 - $55.8 $35.6K - $39K
20.2K $1.13M
EEMV
Ishares Msci Emerging Markets

ETFs
1.97K
+ 21.37%
$55.16 - $58.09 $109K - $114K
11.2K $639K
CPNG
Coupang, Inc.

Consumer Cyclical
84
+ 0.24%
$18.2 - $23.65 $1.53K - $1.99K
34.4K $720K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.83K
+ 20.37%
$64.09 - $68.74 $117K - $126K
10.8K $709K
FSK
Fs Kkr Capital Corp

Financial Services
2.31K
+ 2.54%
$18.82 - $20.71 $43.5K - $47.9K
93.5K $1.84M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.9K
+ 20.17%
$55.42 - $60.55 $105K - $115K
11.3K $645K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.87K
+ 9.56%
$49.77 - $50.09 $93.3K - $93.9K
21.5K $1.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.07K
+ 19.31%
$102.13 - $110.88 $109K - $119K
6.61K $705K
CION
Cion Investment Corp

Financial Services
1.25K
+ 2.25%
$10.81 - $12.55 $13.5K - $15.7K
56.8K $688K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.81K
+ 11.7%
$44.66 - $45.99 $80.7K - $83.1K
17.2K $786K
VT
Vanguard Total World Stk Index

ETFs
85
+ 0.31%
$104.94 - $113.51 $8.92K - $9.65K
27.9K $3.14M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
1.76K
+ 12.53%
$35.13 - $36.54 $61.9K - $64.4K
15.8K $564K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.29K
+ 4.21%
$47.58 - $48.41 $61.2K - $62.3K
31.8K $1.53M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.78K
+ 5.49%
$60.46 - $64.81 $108K - $115K
34.2K $2.11M
HDB
Hdfc Bank LTD

Financial Services
98
+ 2.21%
$55.33 - $65.06 $5.42K - $6.38K
4.54K $291K
BNDX
Vanguard Total International B

ETFs
1.07K
+ 6.46%
$48.24 - $49.07 $51.4K - $52.3K
17.6K $854K
QAI
Iq Hedge Multi Strategy Compos

ETFs
368
+ 0.18%
$30.36 - $31.05 $11.2K - $11.4K
201K $6.24M
ORCL
Oracle Corp

Technology
1
+ 0.04%
$113.75 - $144.64 $114 - $145
2.41K $340K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
3.32K
+ 10.24%
$14.55 - $15.75 $48.3K - $52.3K
35.7K $537K
FM
Ishares Msci Frontier And Sele

ETFs
3.78K
+ 6.35%
$26.95 - $28.79 $102K - $109K
63.3K $1.74M
IWC
Russell Micro Cap ETF

ETFs
653
+ 10.35%
$109.35 - $119.81 $71.4K - $78.2K
6.96K $793K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
937
+ 1.12%
$23.85 - $23.98 $22.3K - $22.5K
84.9K $2.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.13%
$142.51 - $175.12 $285 - $350
1.6K $274K
CARR
Carrier Global Corp

Industrials
2
+ 0.04%
$53.38 - $66.22 $107 - $132
5.17K $325K
KMB
Kimberly Clark Corp

Consumer Defensive
23
+ 0.95%
$123.89 - $141.67 $2.85K - $3.26K
2.45K $338K
IBHD
Ishares Ibonds 2024 Term High

ETFs
1.26K
+ 2.16%
$23.14 - $23.28 $29.1K - $29.3K
59.5K $1.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.15%
$414.65 - $485.21 $415 - $485
671 $321K
IBN
Icici Bank LTD

Financial Services
47
+ 0.55%
$25.43 - $29.01 $1.2K - $1.36K
8.66K $249K
T
At&T Inc.

Communication Services
293
+ 2.83%
$16.09 - $19.11 $4.71K - $5.6K
10.7K $203K
Activity Summary
Buys All Purchases 81 New Holdings 5 Increased Positions 76 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email