Endeavor Private Wealth, Inc. Purchases in Q1 2025

Endeavor Private Wealth, Inc.

  • $184 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
12.4K
+ 22.21%
$34.95 - $37.36 $433K - $463K
68.1K $2.43B
ITW
Illinois Tool Works Inc

Industrials
1.84K
+ 519.83%
$244.9 - $274.48 $449K - $504K
2.19K $546M
VIG
Vanguard Dividend Appreciation

ETFs
2.32K
New
N/A
2.32K $450M
Capital Grp Fixed Incm ETF T
15.6K
+ 21.04%
N/A
89.5K $2.35B
AEP
American Electric Power CO Inc

Utilities
3.89K
+ 411.19%
$90.32 - $109.27 $352K - $425K
4.84K $529M
LAMR
Lamar Advertising CO

Real Estate
3.94K
+ 376.22%
$110.65 - $132.9 $436K - $523K
4.99K $567M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.39K
New
$80.08 - $92.93 $431K - $501K
5.39K $435M
AEE
Ameren Corp

Utilities
4.01K
+ 423.65%
$86.87 - $103.67 $349K - $416K
4.96K $498M
HYLB
Xtrackers Usd High Yield Corp

ETFs
11K
+ 229.95%
$35.96 - $36.72 $397K - $406K
15.9K $573M
Capital Group Dividend Growe
9.82K
+ 22.97%
N/A
52.6K $1.63B
CGCP
Capital Group Core Plus Income

ETFs
15.2K
+ 24.89%
$21.94 - $22.64 $334K - $345K
76.5K $1.72B
IWR
Ishares Russell Mid Cap ETF

ETFs
4.1K
New
$82.81 - $92.93 $340K - $381K
4.1K $349M
NFLX
Netflix Inc

Communication Services
370
New
$828.4 - $1058.6 $307K - $392K
370 $345M
AVIG
American Centy ETF Tr Avantis

ETFs
6.43K
+ 7.13%
$40.06 - $41.55 $258K - $267K
96.6K $4B
UNH
Unitedhealth Group Inc

Healthcare
629
+ 306.83%
$461.52 - $548.18 $290K - $345K
834 $437M
AVDE
American Centy ETF Tr Avantis

ETFs
1.87K
+ 4.49%
$60.63 - $68.55 $113K - $128K
43.5K $2.88B
MA
Mastercard Inc

Financial Services
579
New
$504.67 - $576.31 $292K - $334K
579 $317M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
16.7K
+ 358.14%
$19.04 - $20.15 $318K - $336K
21.4K $407M
ADI
Analog Devices Inc

Technology
1.54K
+ 1635.11%
$201.56 - $243.82 $310K - $375K
1.63K $329M
FTGC
First Trust Global Tactical CO

ETFs
11.9K
New
$23.95 - $25.86 $284K - $307K
11.9K $303M
JNJ
Johnson & Johnson

Healthcare
1.73K
+ 505.85%
$142.06 - $167.7 $246K - $290K
2.07K $344M
CGXU
Capital Group Intl Focus Equit

ETFs
12K
+ 27.07%
$24.48 - $26.59 $294K - $320K
56.4K $1.38B
LOW
Lowes Companies Inc

Consumer Cyclical
1.2K
New
$222.66 - $268.42 $267K - $322K
1.2K $280M
COST
Costco Wholesale Corp

Consumer Defensive
294
+ 816.67%
$890.62 - $1076.86 $262K - $317K
330 $313M
BAC
Bank Of America Corp

Financial Services
6.74K
+ 225.44%
$39.61 - $47.74 $267K - $322K
9.72K $406M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.85K
+ 15.17%
$54.25 - $57.64 $263K - $279K
36.8K $2.03B
XLK
Technology Sector Spdr

ETFs
1.16K
New
$206.38 - $242.18 $239K - $280K
1.16K $239M
CGMS
Capital Grp Core Plus Income E
8.52K
+ 24.62%
N/A
43.1K $1.18B
MCD
Mcdonalds Corp

Consumer Cyclical
746
New
$279.74 - $321.29 $209K - $240K
746 $233M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.55K
+ 29.5%
$33.98 - $39.84 $324K - $380K
41.9K $1.44B
ADP
Automatic Data Processing Inc

Industrials
754
New
$286.85 - $318.64 $216K - $240K
754 $232M
VB
Vanguard Small Cap ETF

ETFs
1.04K
New
$217.89 - $252.64 $226K - $261K
1.04K $230M
LLY
Eli Lilly & CO

Healthcare
275
New
$725.72 - $929.72 $200K - $256K
275 $227M
TSLA
Tesla, Inc.

Consumer Cyclical
872
New
$222.15 - $428.22 $194K - $373K
872 $226M
CGGO
Capital Group Global Growth Eq

ETFs
9.32K
+ 18.71%
$28.33 - $30.84 $264K - $288K
59.2K $1.68B
PFE
Pfizer Inc

Healthcare
8.47K
+ 969.22%
$25.01 - $27.13 $212K - $230K
9.35K $237M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.59K
New
$44.68 - $46.49 $205K - $213K
4.59K $212M
V
Visa Inc.

Financial Services
522
+ 60.7%
$306.92 - $362.71 $160K - $189K
1.38K $484M
PGR
Progressive Corp

Financial Services
722
New
$235.61 - $291.22 $170K - $210K
722 $204M
ACN
Accenture PLC

Technology
668
+ 494.81%
$300.91 - $398.25 $201K - $266K
803 $250M
PEP
Pepsico Inc

Consumer Defensive
1.34K
New
$142.64 - $156.42 $191K - $209K
1.34K $200M
AVSF
American Centy ETF Tr Avantis

ETFs
3.53K
+ 6.8%
$45.96 - $46.74 $162K - $165K
55.4K $2.59B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
3.87K
+ 149.57%
N/A
6.45K $317M
IWD
Ishares Russell 1000 Val ETF

ETFs
973
+ 80.21%
$182.82 - $196.21 $178K - $191K
2.19K $411M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.11K
+ 541.67%
$165.25 - $224.62 $183K - $248K
1.31K $218M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
31.7K
New
$5.3 - $5.8 $168K - $184K
31.7K $178M
NNN
National Retail Properties, Inc.

Real Estate
4.09K
+ 235.18%
$38.0 - $43.19 $155K - $176K
5.82K $248M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.36K
+ 58.07%
$22.25 - $23.0 $164K - $169K
20K $460M
LMT
Lockheed Martin Corp

Industrials
355
+ 266.92%
$423.19 - $506.29 $150K - $180K
488 $218M
Activity Summary
Buys All Purchases 127 New Holdings 30 Increased Positions 97 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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