Top 50 Endurance Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.4% | 203.4K | $39K | -0.17%(-346) | โ | 2023-06-30 | |
| QCOM | QUALCOMM INC COM | 4.82% | 296.0K | $35K | +0.40%(+1.17K) | โ | 2023-06-30 | |
| MTD | METTLER TOLEDO INTL INCF | 4.35% | 24.3K | $32K | -0.32%(-78) | โ | 2023-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 3.52% | 49.4K | $26K | -0.28%(-137) | โ | 2023-06-30 | |
| KMI | KINDER MORGAN INC | 3.13% | 1.33M | $23K | +0.53%(+7.00K) | โ | 2023-06-30 | |
| EW | EDWARDS LIFESCIENCES CORP COM | 2.98% | 231.1K | $22K | -0.17%(-390) | โ | 2023-06-30 | |
| HD | HOME DEPOT | 2.9% | 68.3K | $21K | +0.50%(+343) | โ | 2023-06-30 | |
| PWR | QUANTA SERVICES INC | 2.89% | 107.5K | $21K | -0.48%(-519) | โ | 2023-06-30 | |
| OLED | UNIVERSAL DISPLAY CORP | 2.66% | 135.0K | $19K | -0.18%(-240) | โ | 2023-06-30 | |
| DHR | DANAHER CORP | 2.55% | 77.7K | $19K | +2.12%(+1.62K) | โ | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Endurance Wealth Management, Inc. reports $731.08K in US-listed equity holdings across 775 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), QCOM (4.8%) and MTD (4.3%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Endurance Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Endurance Wealth Management, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1476225). View Endurance Wealth Management, Inc.โs 13F filings on SEC