Endeavor Private Wealth, Inc. Portfolio Holdings

Endeavor Private Wealth, Inc.

  • $211 Billion
  • Q2 2025

Endeavor Private Wealth, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $12.8B, American Centy ETF Tr Avantis with a value of $8.63B, Ishares Msci Usa Quality Facto with a value of $8.37B, Msci Eafe Value ETF with a value of $7.65B, and Ishares Core S&P 500 ETF with a value of $7.38B.

Examining the 13F form we can see an increase of $27.3B in the current position value, from $184B to 211B.

Endeavor Private Wealth, Inc. is based out at Topeka, KS

Below you can find more details about Endeavor Private Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
ETFs: $150 Billion
Technology: $8.43 Billion
Financial Services: $4.6 Billion
Communication Services: $4.47 Billion
Consumer Cyclical: $3.7 Billion
Industrials: $2.29 Billion
Consumer Defensive: $1.9 Billion
Utilities: $1.45 Billion
Other: $3.62 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.37B
$259 Million 0.12% of portfolio
6,009
Q2 2025 Added 3.21%
$6.58B
$226 Million 0.11% of portfolio
4,284
Q2 2025 Reduced 0.63%

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $211 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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