Endurance Wealth Management 13F annual report (2024) - wallmine

Endurance Wealth Management 13F Annual Report (2024) - Wallmine

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As of 2nd August 2023, Endurance Wealth Management’s top holding is 294,866 shares of Qualcomm currently worth over $37.6 million and making up 5.3% of the portfolio value. …

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Endurance Wealth Management 13F Annual Report - Wallmine.com

1 week from now

$664 million Assets Under Management (AUM) As of 25th January 2023, Endurance Wealth Management’s top holding is 24,420 shares of Mettler Toledo Intl Incf currently worth over $

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Endurance Wealth Management, Inc. 13F Filings

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Endurance Wealth Management, Inc. reported 662 holdings with total value $731 M as of Q2 2023. Top holdings included AAPL, QCOM, MTD, TMO, and KMI Endurance Wealth …

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Able Wealth Management 13F Annual Report (2024) | Wallmine

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As of 13th February 2024, Able Wealth Management’s top holding is 176,323 shares of iShares Short Treasury Bond ETF currently worth over $19.4 billion and making up 17.6% of the …

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Heritage Wealth Management 13F Annual Report (2024) | Wallmine

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As of 2nd September 2024, Heritage Wealth Management’s top holding is 118,147 shares of Procter And Gamble Company currently worth over $19.5 billion and making up 6.5% of the …

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Spire Wealth Management 13F Annual Report (2024) | Wallmine

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As of 17th April 2024, Spire Wealth Management’s top holding is 5,955,866 shares of Ishares Tr currently worth over $1.64 trillion and making up 29.9% of the portfolio value. In addition, the …

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Sugarloaf Wealth Management 13F Annual Report (2024) | Wallmine

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As of 1st July 2024, Sugarloaf Wealth Management’s top holding is 2,308,627 shares of Aptus Defined Risk Etf currently worth over $62.4 billion and making up 12.6% of the portfolio value. …

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Minot Wealth Management 13F Annual Report - Wallmine

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Recent trades. In the most recent 13F filing, Minot Wealth Management revealed that it had opened a new position in Spdr Ser Tr and bought 110,950 shares worth $7.61 million. The …

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Alterna Wealth Management, Inc 13F Annual Report - Wallmine

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As of 5th July 2024, Alterna Wealth Management, Inc’s top holding is 539,319 shares of Ishares Tr currently worth over $56.6 billion and making up 48.7% of the portfolio value. In addition, …

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Ullmann Wealth Partners 13F Annual Report - Wallmine

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As of 3rd May 2024, Ullmann Wealth Partners’s top holding is 4,265,542 shares of Ishares Tr currently worth over $440 billion and making up 65.5% of the portfolio value. In addition, the …

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Whale Rock Capital Management 13F Annual Report (2024) | Wallmine

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As of 8th May 2024, Whale Rock Capital Management’s top holding is 821,936 shares of NVIDIA Corp currently worth over $743 billion and making up 11.0% of the portfolio value. Relative to the number of outstanding shares of NVIDIA Corp, Whale Rock Capital Management owns more than approximately 0.1% of the company.

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Evercore Wealth Management 13F Annual Report (2024) | Wallmine

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Recent trades. In the most recent 13F filing, Evercore Wealth Management revealed that it had opened a new position in Wisdomtree Tr and bought 22,965 shares worth $2.3 billion. The …

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Kanen Wealth Management 13F Annual Report (2024) | Wallmine …

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$162 billion Assets Under Management (AUM) As of 2nd September 2024, Kanen Wealth Management’s top holding is 2,478,147 shares of EZCorp currently worth over $25.9 billion and making up 16.1% of the portfolio value. Relative to the number of outstanding shares of EZCorp, Kanen Wealth Management owns more than approximately 0.1% of the company.

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Janiczek Wealth Management 13F Annual Report (2024) | Wallmine

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Janiczek Wealth Management closed its position in Pioneer Nat Res Co on 25th July 2024. It sold the previously owned 627 shares for $165 million. Kyle Kersting also disclosed a decreased stake in Ishares Tr by 0.3%. This leaves the value of the investment at $103 billion and 526,644 shares.

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Betterment 13F Annual Report (2024) | Wallmine IN

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Betterment 13F annual report. Betterment is an investment fund managing more than $38.6 billion ran by Brian Woldow. There are currently 132 companies in Mr. Woldow’s portfolio. The …

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Endurance Wealth Management 13F Annual Report - Wallmine.com

1 week from now

$706 million Assets Under Management (AUM) As of 2nd August 2023, Endurance Wealth Management’s top holding is 294,866 shares of Qualcomm currently worth over $37.6 million and

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Wellington Wealth Strategies, 13F Annual Report (2024) - Wallmine

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$215 billion Assets Under Management (AUM) As of 8th May 2024, Wellington Wealth Strategies,’s top holding is 18,315 shares of Eli Lilly And Co currently worth over $14.2 billion …

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