Endowment Wealth Management, Inc. Purchases in Q2 2025

Endowment Wealth Management, Inc.

  • $159 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.84K
+ 16.39%
$113.67 - $150.4 $664K - $879K
41.5K $6.24M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.5K
+ 27.72%
$81.46 - $94.63 $936K - $1.09M
52.9K $5.01M
VTI
Vanguard Total Stock Market Et

ETFs
567
+ 2.15%
$243.75 - $303.93 $138K - $172K
27K $8.19M
MSFT
Microsoft Corp

Technology
541
+ 11.54%
$354.56 - $497.45 $192K - $269K
5.23K $2.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.49K
+ 5.99%
$82.32 - $112.47 $123K - $168K
26.4K $2.97M
EEM
Ishares Msci Emerging Markets

ETFs
7.35K
+ 24.73%
$38.52 - $48.28 $283K - $355K
37.1K $1.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.71K
+ 20.91%
$90.56 - $109.49 $336K - $406K
21.4K $2.34M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.58K
+ 24.1%
$61.79 - $76.67 $283K - $351K
23.6K $1.79M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.73K
+ 23.7%
$53.75 - $67.21 $254K - $318K
24.7K $1.63M
IWC
Russell Micro Cap ETF

ETFs
1.74K
+ 14.99%
$97.43 - $127.66 $169K - $221K
13.3K $1.7M
EEMV
Ishares Msci Emerging Markets

ETFs
5.01K
+ 25.08%
$54.12 - $62.8 $271K - $315K
25K $1.57M
V
Visa Inc.

Financial Services
997
New
$308.27 - $373.31 $307K - $372K
997 $353K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.49K
+ 7.11%
$59.24 - $71.39 $147K - $177K
37.4K $2.67M
AMZN
Amazon Com Inc

Consumer Cyclical
1.37K
+ 81.01%
$167.32 - $223.3 $228K - $305K
3.05K $669K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.6K
+ 12.05%
$50.36 - $50.68 $332K - $335K
61.4K $3.11M
VONE
Vanguard Russell 1000 ETF

ETFs
251
+ 2.65%
$225.48 - $280.86 $56.6K - $70.5K
9.71K $2.73M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.93K
+ 12.27%
$48.5 - $49.35 $287K - $292K
54.2K $2.67M
VGT
Vanguard Information Technolog

ETFs
436
New
$470.37 - $663.28 $205K - $289K
436 $289K
PLTR
Palantir Technologies Inc.

Technology
27
+ 0.5%
$74.01 - $144.25 $2K - $3.89K
5.44K $741K
NDAQ
Nasdaq, Inc.

Financial Services
3.07K
New
$66.4 - $89.42 $204K - $275K
3.07K $274K
FTSL
First Trust Senior Ln Fund

ETFs
5.29K
+ 12.88%
$44.58 - $46.07 $236K - $244K
46.4K $2.13M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.43K
+ 33.79%
$32.0 - $39.87 $174K - $216K
21.5K $855K
DGRO
Ishares Core Dividend Growth E

ETFs
2.69K
+ 7.33%
$55.22 - $63.94 $148K - $172K
39.3K $2.51M
NVDA
Nvidia Corp

Technology
1.58K
New
$94.31 - $157.99 $149K - $250K
1.58K $250K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.11K
+ 6.32%
$47.46 - $55.3 $195K - $227K
69.1K $3.81M
VUG
Vanguard Growth ETF

ETFs
174
+ 6.93%
$329.49 - $438.4 $57.3K - $76.3K
2.69K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
653
+ 77.46%
$210.28 - $289.91 $137K - $189K
1.5K $433K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.7K
+ 12.65%
$40.82 - $43.14 $192K - $203K
41.8K $1.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
393
New
$456.74 - $568.03 $179K - $223K
393 $223K
SJNK
Spdr Bloomberg Short Term High

ETFs
8.39K
New
$24.12 - $25.48 $202K - $214K
8.39K $213K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
10.8K
New
$18.92 - $19.87 $203K - $214K
10.8K $213K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
10.6K
New
$18.65 - $19.82 $198K - $210K
10.6K $210K
SKYY
First Trust Cloud Computing Et

ETFs
1.06K
+ 25.64%
$89.46 - $121.64 $94.6K - $129K
5.18K $630K
IWF
Ishares Russell 1000 Gr ETF

ETFs
494
New
$320.42 - $424.58 $158K - $210K
494 $209K
KMI
Kinder Morgan, Inc.

Energy
7.06K
New
$25.21 - $29.4 $178K - $207K
7.06K $207K
RWO
Spdr Dow Jones Global Real Est

ETFs
4.66K
New
$38.85 - $45.0 $181K - $210K
4.66K $205K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
9.57K
New
$19.12 - $22.36 $183K - $214K
9.57K $204K
PAVE
Global X Fds Us Infrastructure

ETFs
4.63K
New
$33.78 - $43.68 $157K - $202K
4.63K $201K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.51K
+ 11.19%
$116.93 - $119.39 $176K - $180K
15K $1.78M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.22K
+ 7.03%
N/A
33.8K $2.9M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.72K
+ 11.79%
$49.98 - $50.26 $186K - $187K
35.3K $1.77M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
250
+ 16.07%
$179.95 - $278.88 $45K - $69.7K
1.81K $503K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
2.27K
+ 9.25%
$36.58 - $40.39 $83.1K - $91.8K
26.8K $1.08M
AIQ
Global X Funds Global X Artifi

ETFs
2.11K
+ 22.74%
$31.5 - $43.69 $66.4K - $92.1K
11.4K $497K
BOTZ
Global X Fds

ETFs
3.1K
+ 27.38%
$24.51 - $32.65 $75.9K - $101K
14.4K $470K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
5.88K
+ 12.93%
$18.96 - $20.43 $111K - $120K
51.3K $1.05M
IBB
Ishares Biotechnology ETF

ETFs
1.07K
+ 30.44%
$112.02 - $129.0 $120K - $138K
4.59K $580K
VTV
Vanguard Value ETF

ETFs
564
+ 9.9%
$153.67 - $176.74 $86.7K - $99.7K
6.26K $1.11M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.07K
+ 12.13%
$23.29 - $23.38 $118K - $119K
46.9K $1.1M
Activity Summary
Buys All Purchases 87 New Holdings 15 Increased Positions 72 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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