Endowment Wealth Management, Inc. Purchases in Q3 2025

Endowment Wealth Management, Inc.

  • $189 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
46.6K
+ 2941.98%
$153.3 - $186.58 $7.14M - $8.69M
48.2K $8.99M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.64K
+ 11.19%
$148.97 - $165.88 $692K - $770K
46.1K $7.59M
VTI
Vanguard Total Stock Market Et

ETFs
1.28K
+ 4.74%
$303.93 - $329.86 $388K - $421K
28.2K $9.27M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.72K
+ 14.58%
$94.17 - $99.95 $727K - $772K
60.7K $6.06M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.9K
+ 27.55%
$50.47 - $50.74 $854K - $858K
78.3K $3.97M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
16.2K
+ 29.88%
$49.05 - $49.99 $795K - $810K
70.4K $3.51M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.76K
+ 3.31%
$135.0 - $146.02 $237K - $257K
54.8K $7.98M
WST
West Pharmaceutical Services Inc

Healthcare
12
+ 0.09%
$210.08 - $279.1 $2.52K - $3.35K
13.2K $3.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.89K
+ 9.97%
$55.15 - $58.11 $380K - $400K
76K $4.37M
IWC
Russell Micro Cap ETF

ETFs
1.82K
+ 13.7%
$127.86 - $151.39 $233K - $276K
15.1K $2.26M
FTSL
First Trust Senior Ln Fund

ETFs
12K
+ 25.89%
$45.81 - $46.18 $550K - $554K
58.4K $2.68M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.8K
+ 30.63%
$50.08 - $50.37 $541K - $544K
46.1K $2.32M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.45K
+ 29.67%
$117.65 - $120.08 $523K - $534K
19.4K $2.32M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.77K
+ 12.91%
$108.46 - $120.63 $300K - $334K
24.2K $2.88M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.28K
+ 8.65%
$110.74 - $122.12 $252K - $278K
28.7K $3.47M
DGRO
Ishares Core Dividend Growth E

ETFs
4.62K
+ 11.76%
$64.12 - $68.08 $296K - $315K
44K $2.99M
XLK
Technology Sector Spdr

ETFs
1.1K
+ 23.07%
$250.97 - $282.66 $277K - $312K
5.88K $1.66M
EEM
Ishares Msci Emerging Markets

ETFs
4.57K
+ 12.33%
$48.07 - $53.4 $220K - $244K
41.7K $2.22M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.31K
+ 11.5%
$70.77 - $73.59 $305K - $317K
41.8K $3.06M
QAI
Iq Hedge Multi Strategy Compos

ETFs
2.71K
+ 1.25%
$32.26 - $33.68 $87.4K - $91.3K
220K $7.41M
VUG
Vanguard Growth ETF

ETFs
504
+ 18.76%
$433.97 - $484.08 $219K - $244K
3.19K $1.53M
ABBV
Abb Vie Inc.

Healthcare
1.02K
+ 41.91%
$184.85 - $231.54 $188K - $235K
3.44K $796K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.09K
+ 13.08%
$74.68 - $80.26 $230K - $248K
26.7K $2.14M
GOOG
Alphabet Inc.

Communication Services
1.41K
New
$175.16 - $255.24 $247K - $360K
1.41K $343K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
12.7K
+ 24.74%
$20.22 - $21.71 $257K - $276K
64K $1.38M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.54K
+ 25.8%
$39.37 - $44.24 $218K - $245K
27K $1.18M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13.4K
+ 28.54%
$23.29 - $23.38 $312K - $313K
60.3K $1.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.29K
+ 9.75%
N/A
37.1K $3.18M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.3K
+ 13.35%
$64.17 - $68.19 $212K - $225K
28K $1.91M
ETN
Eaton Corp PLC

Industrials
728
New
$342.99 - $392.76 $250K - $286K
728 $272K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
6.01K
+ 22.39%
$39.84 - $41.42 $239K - $249K
32.8K $1.35M
IBB
Ishares Biotechnology ETF

ETFs
1.28K
+ 27.92%
$127.63 - $144.37 $163K - $185K
5.87K $846K
PLTR
Palantir Technologies Inc.

Technology
26
+ 0.48%
$130.68 - $186.97 $3.4K - $4.86K
5.47K $996K
SKYY
First Trust Cloud Computing Et

ETFs
1.39K
+ 26.78%
$118.24 - $138.53 $164K - $192K
6.57K $882K
EEMV
Ishares Msci Emerging Markets

ETFs
3.5K
+ 14.0%
$61.94 - $64.63 $217K - $226K
28.5K $1.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
978
+ 2.73%
$87.29 - $93.61 $85.4K - $91.6K
36.8K $3.44M
CME
Cme Group Inc.

Financial Services
857
New
$258.83 - $287.1 $222K - $246K
857 $231K
VONE
Vanguard Russell 1000 ETF

ETFs
37
+ 0.38%
$280.68 - $303.97 $10.4K - $11.2K
9.75K $2.95M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.18K
New
$164.63 - $174.58 $194K - $206K
1.18K $206K
AIQ
Global X Funds Global X Artifi

ETFs
2.84K
+ 24.94%
$43.2 - $49.66 $123K - $141K
14.2K $702K
IEFA
Ishares Tr

ETFs
99
+ 0.2%
$81.7 - $87.53 $8.09K - $8.67K
50.6K $4.42M
PSX
Phillips 66

Energy
1.48K
New
$118.37 - $139.46 $176K - $207K
1.48K $201K
C
Citigroup Inc

Financial Services
1.98K
New
$85.57 - $103.49 $169K - $204K
1.98K $200K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.9K
New
$17.81 - $18.39 $194K - $200K
10.9K $198K
BOTZ
Global X Fds

ETFs
4.12K
+ 28.58%
$32.14 - $35.96 $132K - $148K
18.5K $656K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
269
+ 14.89%
$275.84 - $326.36 $74.2K - $87.8K
2.08K $677K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9
+ 0.35%
$103.83 - $179.9 $934 - $1.62K
2.57K $458K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
714
+ 2.6%
$72.04 - $77.35 $51.4K - $55.2K
28.1K $2.16M
MDIV
First Trust Multi Asset Divers

ETFs
9.6K
+ 24.8%
$15.87 - $16.26 $152K - $156K
48.3K $775K
Activity Summary
Buys All Purchases 115 New Holdings 7 Increased Positions 108 Sells All Sells 35 Reductions 35 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