Endurance Wealth Management, Inc. has filed its 13F form on August 09, 2023 for Q2 2023 where it was disclosed a total value porftolio of $731 Million distributed in 775 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.4M, Qualcomm Inc with a value of $35.2M, Mettler Toledo International Inc with a value of $31.8M, Thermo Fisher Scientific Inc. with a value of $25.8M, and Kinder Morgan, Inc. with a value of $22.9M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $706M to 731M. Also it can be appreciated an additional of 17 stocks purchases and 2 closed positions.

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

Portfolio value $731 Million
Technology: $196 Million
Healthcare: $138 Million
Financial Services: $69 Million
ETFs: $69 Million
Industrials: $57.9 Million
Consumer Defensive: $47.2 Million
Consumer Cyclical: $42.4 Million
Energy: $34.8 Million
Other: $61.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 775
  • Current Value $731 Million
  • Prior Value $706 Million
  • Filing
  • Period Q2 2023
  • Filing Date August 09, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 17 stocks
  • Additional Purchases 81 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 111 stocks
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