Endowment Wealth Management, Inc. Incresed Positions in Q1 2025

Endowment Wealth Management, Inc.

  • $140 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
31
+ 5.01%
$461.52 - $548.18 $14.3K - $17K
650 $340K
EMB
Ishares Tr

ETFs
166
+ 2.31%
$88.64 - $92.03 $14.7K - $15.3K
7.34K $664K
SHW
Sherwin Williams CO

Basic Materials
40
+ 4.14%
$330.16 - $365.55 $13.2K - $14.6K
1.01K $351K
PH
Parker Hannifin Corp

Industrials
63
+ 9.68%
$591.65 - $707.05 $37.3K - $44.5K
714 $434K
ADP
Automatic Data Processing Inc

Industrials
11
+ 1.03%
$286.85 - $318.64 $3.16K - $3.51K
1.08K $329K
JEPI
J P Morgan Exchange Traded Fd

ETFs
349
+ 5.67%
$56.17 - $59.71 $19.6K - $20.8K
6.51K $371K
HLN
Haleon PLC

Healthcare
608
+ 4.65%
$9.02 - $10.67 $5.48K - $6.49K
13.7K $140K
TJX
Tjx Companies Inc

Consumer Cyclical
104
+ 3.98%
$112.81 - $126.16 $11.7K - $13.1K
2.72K $331K
ZTS
Zoetis Inc.

Healthcare
77
+ 4.91%
$156.48 - $175.67 $12K - $13.5K
1.64K $270K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
569
+ 5.12%
$24.07 - $24.5 $13.7K - $13.9K
11.7K $283K
IWC
Russell Micro Cap ETF

ETFs
1.82K
+ 18.63%
$110.91 - $133.46 $202K - $242K
11.6K $1.28M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
471
+ 2.94%
$12.06 - $13.55 $5.68K - $6.38K
16.5K $209K
WFC
Wells Fargo & Company

Financial Services
40
+ 1.1%
$66.78 - $81.42 $2.67K - $3.26K
3.66K $262K
PG
Procter & Gamble CO

Consumer Defensive
12
+ 0.84%
$158.56 - $176.26 $1.9K - $2.12K
1.44K $245K
MSI
Motorola Solutions, Inc.

Technology
35
+ 6.4%
$411.73 - $482.1 $14.4K - $16.9K
582 $254K
Amplify ETF Tr
1.86K
+ 34.14%
N/A
7.3K $0
Fidelity Wise Origin Bitcoin
398
+ 14.12%
N/A
3.22K $0
WOOD
Ishares Global Timber & Forest
547
+ 8.69%
N/A
6.84K $0
INTU
Intuit Inc

Technology
11
+ 2.1%
$555.63 - $630.23 $6.11K - $6.93K
534 $327K
MRK
Merck & Co., Inc.

Healthcare
188
+ 8.2%
$83.01 - $101.02 $15.6K - $19K
2.48K $222K
LOW
Lowes Companies Inc

Consumer Cyclical
34
+ 2.35%
$222.66 - $268.42 $7.57K - $9.13K
1.48K $345K
CARR
Carrier Global Corp

Industrials
113
+ 2.36%
$62.07 - $70.55 $7.01K - $7.97K
4.91K $311K
ACN
Accenture PLC

Technology
92
+ 8.03%
$300.91 - $398.25 $27.7K - $36.6K
1.24K $386K
INDA
Ishares Msci India Index Fund

ETFs
237
+ 0.82%
$47.8 - $53.4 $11.3K - $12.7K
29.2K $1.5M
RC
Ready Capital Corp

Real Estate
876
+ 3.71%
$4.9 - $7.05 $4.29K - $6.18K
24.5K $124K
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 3.44%
$190.26 - $242.06 $10.7K - $13.6K
1.69K $320K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$161.27 - $192.3 $323 - $385
1.61K $258K
ORCL
Oracle Corp

Technology
43
+ 1.94%
$139.81 - $186.47 $6.01K - $8.02K
2.26K $315K
CION
Cion Investment Corp

Financial Services
225
+ 0.38%
$10.35 - $12.55 $2.33K - $2.82K
60.1K $621K
AAPL
Apple Inc.

Technology
56
+ 1.22%
$209.68 - $247.1 $11.7K - $13.8K
4.66K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
893
+ 3.5%
$271.18 - $303.12 $242K - $271K
26.4K $7.25M
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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