Endowment Wealth Management, Inc. Portfolio Holdings

Endowment Wealth Management, Inc. has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $125 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Iq Hedge Multi Strategy Compos with a value of $6.24M, Ishares Core S&P Total U.S. St with a value of $5.93M, Vanguard Total Stock Market Et with a value of $5.88M, West Pharmaceutical Services Inc with a value of $4.65M, and Ishares Tr with a value of $3.91M.

Examining the 13F form we can see an increase of $4M in the current position value, from $121M to 125M.

Endowment Wealth Management, Inc. is based out at Appleton, WI

Below you can find more details about Endowment Wealth Management, Inc. portfolio as well as his latest detailed transactions.