Endowment Wealth Management, Inc. Purchases in Q1 2025

Endowment Wealth Management, Inc.

  • $140 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
7.31K
+ 25.11%
$115.08 - $123.97 $842K - $907K
36.4K $4.23M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
31.3K
+ 93.76%
$25.05 - $25.16 $785K - $788K
64.8K $1.63M
IBHE
Ishares Ibonds 2025 Term High

ETFs
30.3K
+ 90.44%
$23.16 - $23.32 $703K - $707K
63.9K $1.48M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.7K
+ 22.82%
$90.0 - $96.32 $693K - $742K
41.4K $3.83M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.2K
+ 17.61%
$50.39 - $50.66 $413K - $416K
54.8K $2.77M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.79K
+ 19.22%
$48.31 - $49.23 $376K - $383K
48.3K $2.37M
QAI
Iq Hedge Multi Strategy Compos

ETFs
13K
+ 6.11%
$31.16 - $32.27 $404K - $419K
225K $7.05M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.75K
+ 25.62%
$114.57 - $118.14 $315K - $325K
13.5K $1.59M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.36K
+ 20.25%
$53.69 - $62.68 $181K - $211K
20K $1.2M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.3K
+ 21.01%
$63.77 - $71.36 $210K - $235K
19K $1.31M
AMAT
Applied Materials Inc

Technology
1.95K
New
$145.06 - $195.51 $283K - $381K
1.95K $282K
EEM
Ishares Msci Emerging Markets

ETFs
5.33K
+ 21.85%
$40.81 - $45.34 $218K - $242K
29.7K $1.3M
CVX
Chevron Corp

Energy
1.65K
New
$146.71 - $167.97 $242K - $277K
1.65K $276K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.62K
New
$95.85 - $99.25 $251K - $260K
2.62K $258K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.24K
New
$192.82 - $222.1 $239K - $275K
1.24K $239K
DPZ
Dominos Pizza Inc

Consumer Cyclical
514
New
$402.33 - $489.71 $207K - $252K
514 $236K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.71K
New
$62.72 - $71.92 $232K - $267K
3.71K $233K
TDIV
First Trust Nasdaq Technology

ETFs
3.1K
New
$73.39 - $83.95 $228K - $260K
3.1K $228K
DGRO
Ishares Core Dividend Growth E

ETFs
3.39K
+ 10.19%
$60.46 - $64.42 $205K - $218K
36.6K $2.26M
EEMV
Ishares Msci Emerging Markets

ETFs
3.68K
+ 22.57%
$57.07 - $59.29 $210K - $218K
20K $1.17M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.35K
+ 15.99%
$50.03 - $50.27 $218K - $219K
31.6K $1.58M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.7K
+ 15.16%
$126.86 - $146.45 $596K - $688K
35.7K $4.53M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
6.55K
New
$32.02 - $41.58 $210K - $272K
6.55K $212K
PSX
Phillips 66

Energy
1.71K
New
$113.93 - $131.55 $195K - $225K
1.71K $211K
FTSL
First Trust Senior Ln Fund

ETFs
5.08K
+ 14.12%
$45.65 - $46.48 $232K - $236K
41.1K $1.88M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.97K
+ 27.31%
$23.29 - $23.38 $209K - $210K
41.8K $977K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.43K
+ 8.33%
N/A
31.6K $2.71M
CSCO
Cisco Systems, Inc.

Technology
3.36K
New
$58.74 - $64.87 $197K - $218K
3.36K $207K
JPM
Jpmorgan Chase & CO

Financial Services
843
New
$225.19 - $279.95 $190K - $236K
843 $206K
TFLO
Ishares Treasury Floating Rate

ETFs
4K
New
$50.48 - $50.68 $202K - $203K
4K $202K
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
New
$117.15 - $158.79 $149K - $202K
1.27K $201K
XLK
Technology Sector Spdr

ETFs
1.27K
+ 48.64%
$206.38 - $242.18 $262K - $307K
3.88K $800K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.02K
+ 9.45%
$65.27 - $71.18 $197K - $215K
35K $2.32M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
3.75K
+ 17.99%
$35.88 - $37.91 $134K - $142K
24.6K $920K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
7.16K
+ 18.69%
$19.7 - $20.61 $141K - $147K
45.5K $916K
UBER
Uber Technologies, Inc

Technology
19
+ 0.16%
$63.17 - $81.49 $1.2K - $1.55K
12.1K $880K
IBB
Ishares Biotechnology ETF

ETFs
1.26K
+ 56.08%
$127.9 - $140.56 $162K - $178K
3.52K $449K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.8K
+ 56.53%
$36.64 - $45.76 $213K - $265K
16.1K $602K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.64K
+ 7.69%
$53.6 - $58.97 $249K - $274K
65K $3.56M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.43K
+ 10.18%
$42.38 - $43.28 $145K - $148K
37.1K $1.58M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.09K
+ 9.19%
$91.76 - $103.26 $192K - $216K
24.9K $2.3M
ABBV
Abb Vie Inc.

Healthcare
218
+ 9.53%
$169.2 - $216.66 $36.9K - $47.2K
2.51K $525K
GHYG
Ishares Incus & Intl High Yiel

ETFs
2.08K
+ 11.16%
$43.73 - $44.98 $90.8K - $93.4K
20.7K $921K
BND
Vanguard Bd Index Fd Inc Total

ETFs
910
+ 4.76%
$71.17 - $73.66 $64.8K - $67K
20K $1.47M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.18K
+ 37.69%
$38.99 - $40.37 $84.8K - $87.8K
7.95K $320K
AIQ
Global X Funds Global X Artifi

ETFs
2.73K
+ 41.78%
$36.38 - $42.77 $99.4K - $117K
9.28K $337K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.36K
+ 15.36%
$102.49 - $119.96 $242K - $283K
17.7K $1.85M
BOTZ
Global X Fds

ETFs
3.78K
+ 50.12%
$28.46 - $34.53 $107K - $130K
11.3K $321K
PICK
Ishares Inc Msci Global Select

ETFs
1.96K
+ 20.49%
$34.93 - $38.35 $68.4K - $75.1K
11.5K $413K
Activity Summary
Buys All Purchases 100 New Holdings 18 Increased Positions 82 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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