Endowment Wealth Management, Inc. Purchases in Q4 2024

Endowment Wealth Management, Inc.

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
28.9K
+ 92.12%
$56.06 - $61.35 $1.62M - $1.78M
60.4K $3.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
10.5K
+ 56.25%
N/A
29.1K $2.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.56K
+ 96.76%
$113.92 - $127.38 $861K - $963K
15.4K $1.77M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
33.4K
New
$25.0 - $25.11 $836K - $839K
33.4K $837K
IBHE
Ishares Ibonds 2025 Term High

ETFs
33.5K
New
$23.08 - $23.28 $774K - $781K
33.5K $778K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
32.9K
New
$23.25 - $23.37 $764K - $768K
32.9K $766K
VTI
Vanguard Total Stock Market Et

ETFs
2.05K
+ 8.72%
$280.04 - $302.45 $573K - $619K
25.5K $7.39M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.46K
+ 39.53%
$89.97 - $98.59 $581K - $636K
22.8K $2.16M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.98K
+ 45.46%
$65.67 - $69.79 $656K - $697K
31.9K $2.14M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.02K
+ 10.8%
$129.96 - $144.97 $392K - $438K
31K $4.31M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.37K
+ 21.89%
$50.37 - $50.6 $421K - $423K
46.6K $2.35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.14K
+ 17.97%
$91.94 - $100.02 $473K - $514K
33.7K $3.13M
WST
West Pharmaceutical Services Inc

Healthcare
10
+ 0.07%
$285.69 - $344.0 $2.86K - $3.44K
14.2K $4.63M
SKYY
First Trust Cloud Computing Et

ETFs
2.99K
New
$99.98 - $130.46 $299K - $390K
2.99K $355K
IBB
Ishares Biotechnology ETF

ETFs
2.25K
New
$131.21 - $148.85 $295K - $335K
2.25K $297K
FTSL
First Trust Senior Ln Fund

ETFs
6.18K
+ 20.72%
$45.9 - $46.48 $284K - $287K
36K $1.66M
XLK
Technology Sector Spdr

ETFs
1.2K
+ 84.77%
$220.26 - $241.44 $264K - $289K
2.61K $606K
NFLX
Netflix Inc

Communication Services
14
+ 0.98%
$687.65 - $936.56 $9.63K - $13.1K
1.44K $1.28M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.1K
+ 17.72%
$48.48 - $49.47 $296K - $302K
40.5K $1.97M
AIQ
Global X Funds Global X Artifi

ETFs
6.54K
New
$36.57 - $40.57 $239K - $265K
6.54K $252K
MSI
Motorola Solutions, Inc.

Technology
547
New
$449.08 - $504.6 $246K - $276K
547 $252K
BOTZ
Global X Fds

ETFs
7.53K
New
$31.11 - $34.18 $234K - $257K
7.53K $240K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.77K
New
$39.3 - $41.34 $227K - $239K
5.77K $227K
IWC
Russell Micro Cap ETF

ETFs
1.26K
+ 14.82%
$120.3 - $138.84 $151K - $175K
9.75K $1.27M
SAP
Sap Se

Technology
878
New
$218.13 - $255.54 $192K - $224K
878 $216K
IWF
Ishares Russell 1000 Gr ETF

ETFs
528
New
$370.24 - $418.94 $195K - $221K
528 $212K
KMI
Kinder Morgan, Inc.

Energy
7.67K
New
$22.59 - $28.54 $173K - $219K
7.67K $210K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.93K
+ 92.55%
$43.84 - $48.76 $216K - $240K
10.3K $451K
FSK
Fs Kkr Capital Corp

Financial Services
582
+ 0.64%
$19.71 - $22.22 $11.5K - $12.9K
91K $1.98M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.83K
+ 16.39%
$50.0 - $50.27 $192K - $193K
27.2K $1.36M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.88K
+ 21.18%
$115.08 - $119.55 $216K - $224K
10.7K $1.24M
DGRO
Ishares Core Dividend Growth E

ETFs
3.56K
+ 11.97%
$60.73 - $64.94 $216K - $231K
33.3K $2.04M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.59K
+ 15.79%
$42.33 - $43.3 $194K - $199K
33.7K $1.44M
EEMV
Ishares Msci Emerging Markets

ETFs
3.09K
+ 23.4%
$57.85 - $63.11 $179K - $195K
16.3K $944K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.97K
+ 23.31%
$64.18 - $70.42 $191K - $209K
15.7K $1.01M
EEM
Ishares Msci Emerging Markets

ETFs
4.42K
+ 22.15%
$41.82 - $47.36 $185K - $210K
24.4K $1.02M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
3.9K
+ 23.02%
$36.01 - $38.42 $140K - $150K
20.8K $751K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
7.25K
+ 23.37%
$19.82 - $21.55 $144K - $156K
38.3K $758K
ERIC
Ericsson Lm Telephone CO

Technology
11.3K
New
$7.36 - $8.59 $83K - $96.9K
11.3K $90K
AAPL
Apple Inc.

Technology
31
+ 0.68%
$221.69 - $259.02 $6.87K - $8.03K
4.61K $1.15M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.25K
+ 24.3%
$53.86 - $60.27 $175K - $196K
16.6K $896K
VONE
Vanguard Russell 1000 ETF

ETFs
47
+ 0.47%
$257.18 - $277.76 $12.1K - $13.1K
9.97K $2.66M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
322
+ 36.18%
$238.25 - $261.28 $76.7K - $84.1K
1.21K $293K
QAI
Iq Hedge Multi Strategy Compos

ETFs
6.12K
+ 2.97%
$31.38 - $32.72 $192K - $200K
212K $6.67M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.06%
$180.88 - $232.93 $181 - $233
1.63K $357K
WFC
Wells Fargo & Company

Financial Services
20
+ 0.56%
$54.98 - $77.35 $1.1K - $1.55K
3.62K $254K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.45K
+ 8.23%
$71.75 - $75.11 $104K - $109K
19.1K $1.37M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
620
+ 4.12%
$46.48 - $51.32 $28.8K - $31.8K
15.7K $754K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
408
+ 6.46%
$91.29 - $91.8 $37.2K - $37.5K
6.72K $614K
Activity Summary
Buys All Purchases 91 New Holdings 15 Increased Positions 76 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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