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
TDIV
First Trust Nasdaq Technology

ETFs
734
+ 23.65%
$64.41 - $90.17 $47.3K - $66.2K
3.84K $345K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
278
+ 22.42%
$171.4 - $227.1 $47.6K - $63.1K
1.52K $344K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
765
+ 20.64%
$57.46 - $75.58 $44K - $57.8K
4.47K $337K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.91K
+ 6.04%
$25.04 - $25.18 $97.9K - $98.5K
68.7K $1.73M
AAPL
Apple Inc.

Technology
830
+ 17.8%
$172.42 - $223.89 $143K - $186K
5.49K $1.13M
ERIC
Ericsson Lm Telephone CO

Technology
10.8K
New
$6.77 - $8.86 $73.4K - $96K
10.8K $91K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
1.76K
+ 26.93%
$28.33 - $36.72 $49.9K - $64.7K
8.31K $300K
IBHE
Ishares Ibonds 2025 Term High

ETFs
3.43K
+ 5.37%
$22.98 - $23.27 $78.9K - $79.9K
67.3K $1.57M
SAP
Sap Se

Technology
147
+ 18.85%
$237.53 - $309.8 $34.9K - $45.5K
927 $281K
HDB
Hdfc Bank LTD

Financial Services
30
+ 0.5%
$63.78 - $77.48 $1.91K - $2.32K
6.01K $460K
HUMA
Humacyte, Inc.

Healthcare
5.35K
+ 5.14%
$1.15 - $2.77 $6.15K - $14.8K
109K $228K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.17%
$416.06 - $551.64 $416 - $552
573 $316K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
4.94K
+ 13.63%
$12.37 - $14.5 $61.1K - $71.6K
41.2K $570K
JEPI
J P Morgan Exchange Traded Fd

ETFs
769
+ 11.82%
$51.14 - $57.0 $39.3K - $43.8K
7.28K $413K
MDIV
First Trust Multi Asset Divers

ETFs
3.72K
+ 10.63%
$14.96 - $16.41 $55.6K - $61K
38.7K $612K
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.49%
$113.75 - $148.48 $1.25K - $1.63K
2.28K $332K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
835
+ 10.51%
$39.34 - $40.41 $32.8K - $33.7K
8.78K $352K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.14K
+ 9.74%
$23.32 - $24.45 $26.5K - $27.8K
12.8K $313K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.47K
+ 10.85%
$13.96 - $16.51 $34.4K - $40.7K
25.2K $410K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
253
+ 9.67%
$96.84 - $99.46 $24.5K - $25.2K
2.87K $284K
TFLO
Ishares Treasury Floating Rate

ETFs
421
+ 10.51%
$50.47 - $50.66 $21.2K - $21.3K
4.43K $224K
MLPA
Global X Mlp ETF

ETFs
1.07K
+ 9.84%
$46.47 - $54.16 $49.6K - $57.8K
11.9K $597K
VTWO
Vanguard Russell 2000 ETF

ETFs
5
+ 0.18%
$70.56 - $87.22 $353 - $436
2.76K $240K
IBN
Icici Bank LTD

Financial Services
33
+ 0.48%
$30.16 - $34.39 $995 - $1.13K
6.9K $232K
MDT
Medtronic PLC

Healthcare
149
+ 5.46%
$80.68 - $88.86 $12K - $13.2K
2.88K $250K
Amplify ETF Tr
1.36K
+ 18.58%
N/A
8.66K $0
Blackrock ETF Trust Ii
74
+ 1.36%
N/A
5.52K $0
Circle Internet Group Inc
100K
New
N/A
100K $0
Fidelity Wise Origin Bitcoin
1.48K
+ 46.14%
N/A
4.7K $0
Tidal Tr Ii
1.42K
+ 23.07%
N/A
7.57K $0
MSI
Motorola Solutions, Inc.

Technology
22
+ 3.78%
$394.72 - $440.39 $8.68K - $9.69K
604 $253K
CION
Cion Investment Corp

Financial Services
3.75K
+ 6.25%
$8.68 - $10.48 $32.6K - $39.3K
63.8K $610K
RC
Ready Capital Corp

Real Estate
682
+ 2.79%
$4.13 - $5.15 $2.82K - $3.51K
25.2K $109K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
530
+ 3.22%
$10.68 - $12.73 $5.66K - $6.75K
17K $181K
KMB
Kimberly Clark Corp

Consumer Defensive
24
+ 0.94%
$126.84 - $145.22 $3.04K - $3.49K
2.58K $332K
WST
West Pharmaceutical Services Inc

Healthcare
13
+ 0.1%
$190.39 - $227.7 $2.48K - $2.96K
13.2K $2.89M
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
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