EP

ENDEAVOR PRIVATE WEALTH, INC.

13F
ENDEAVOR PRIVATE WEALTH, INC.
Last update 2025-05-08 129 Stocks (30 new)
Value $184.00 Mil Turnover 47 %
Countries:
Top Holdings: IVV(7.13%)IUSB(6.79%)AVUS(3.71%)QUAL(3.70%)IVW(3.40%)
Summary Stock Picks Current Portfolio
ENDEAVOR PRIVATE WEALTH, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
23,380
13,137.0
+106.37%
7.130
+3.68%
0.000
+19.67%
+7.80%
634,518.9
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
271,463
12,509.0
+62.88%
6.790
+2.62%
0.040
+1.58%
+3.40%
32,719.8
 
AVUS
Avantis U.S. Equity ETF
73,997
6,835.9
+7.27%
3.710
+0.25%
0.090
+18.90%
+6.42%
8,878.4
 
QUAL
iShares MSCI USA Quality Factor ETF
39,927
6,823.1
+71.85%
3.700
+1.55%
0.010
+14.25%
+3.80%
53,112.1
 
IVW
iShares S&P 500 Growth ETF
67,523
6,268.2
+50.38%
3.400
+1.14%
0.010
+27.10%
+10.87%
61,778.2
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
56,082
6,173.5
+79.55%
3.350
+1.48%
0.050
+18.96%
+7.49%
14,014.4
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
117,797
5,743.8
+52.60%
3.120
+1.08%
0.040
+20.83%
+8.66%
19,386.4
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
40,794
4,977.3
New Holding
2.700
+2.70%
0.010
+20.01%
+7.44%
72,171.6
 
IVE
iShares S&P 500 Value ETF
25,285
4,818.9
+117.19%
2.620
+1.41%
0.010
+11.73%
+4.23%
39,547.7
 
CGBL
Capital Group Core Balanced ETF
146,905
4,569.2
+19.56%
2.480
+0.41%
0.230
+13.09%
+8.64%
2,529.0
 

ENDEAVOR PRIVATE WEALTH, INC.'s Historical Top Holdings Breakdowns

ENDEAVOR PRIVATE WEALTH, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+3.68%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 106.37%
23,380
12,051
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
New Buy
New Buy
+2.70%
●
120.29 ($128.89) 134.6
$137.38
6.59%
New holding
40,794
40,794
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+2.62%
●
44.72 ($45.57) 46.25
$45.77
0.44%
Add 62.88%
271,463
104,794
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+1.72%
●
69.57 ($74.78) 78.65
$82.56
10.40%
New holding
41,919
41,919
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+1.55%
●
168.16 ($179.03) 186.21
$184.03
2.79%
Add 71.85%
39,927
16,693
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+1.54%
●
50.83 ($53.83) 55.94
$61.05
13.41%
Add 366.72%
66,928
52,588
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+1.48%
●
108.02 ($115.65) 120.45
$123.09
6.43%
Add 79.55%
56,082
24,848
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+1.41%
●
185.78 ($193.5) 198.58
$197.34
1.98%
Add 117.19%
25,285
13,643
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
New Buy
New Buy
+1.21%
●
95.85 ($97.76) 99.25
$98.11
0.36%
New holding
22,607
22,607
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.16%
●
97.25 ($101.36) 104.79
$98.94
-2.39%
Add 2066500%
20,666
20,665

ENDEAVOR PRIVATE WEALTH, INC. Total Holding History ($B)

To

ENDEAVOR PRIVATE WEALTH, INC.'s Asset Allocation

To

ENDEAVOR PRIVATE WEALTH, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ENDEAVOR PRIVATE WEALTH, INC.'s Hypothetical Growth since 2025-03-31

ENDEAVOR PRIVATE WEALTH, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

ENDEAVOR PRIVATE WEALTH, INC.'s Holdings Heat Map

Size field:

ENDEAVOR PRIVATE WEALTH, INC.'s Holdings Bubble Chart

ENDEAVOR PRIVATE WEALTH, INC. News

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