EW
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Endurance Wealth Management, Inc.13F | |
Endurance Wealth Management, Inc. | |
Last update 2023-08-09 | 658 Stocks (12 new) |
Value $729.00 Mil | Turnover 3 % |
Endurance Wealth Management, I... Top Holdings of 2023-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 203,364 | 39,450.0 | -0.17% | 5.410 | -0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
QCOM | Qualcomm Inc | 296,031 | 35,240.0 | +0.40% | 4.830 | +0.02% | 0.030 | +13.95% | +1.92% | 169,970.4 | Semiconductors | |
MTD | Mettler-Toledo International Inc | 24,250 | 31,810.0 | -0.32% | 4.360 | -0.02% | 0.110 | +18.90% | -2.36% | 24,832.3 | Medical Diagnostics & Research | |
TMO | Thermo Fisher Scientific Inc | 49,380 | 25,760.0 | -0.28% | 3.530 | -0.01% | 0.010 | -2.88% | -20.13% | 156,565.6 | Medical Diagnostics & Research | |
KMI | Kinder Morgan Inc | 1,328,015 | 22,870.0 | +0.53% | 3.140 | +0.02% | 0.060 | +4.00% | +3.95% | 61,970.9 | Oil & Gas | |
EW | Edwards Lifesciences Corp | 231,099 | 21,800.0 | -0.17% | 2.990 | 0% | 0.040 | +6.93% | +3.32% | 44,869.0 | Medical Devices & Instruments | |
HD | The Home Depot Inc | 68,308 | 21,220.0 | +0.50% | 2.910 | +0.01% | 0.010 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
PWR | Quanta Services Inc | 107,476 | 21,120.0 | -0.48% | 2.900 | -0.01% | 0.070 | +50.97% | +27.73% | 59,770.0 | Construction | |
OLED | Universal Display Corp | 135,033 | 19,470.0 | -0.18% | 2.670 | -0.01% | 0.290 | +33.06% | +4.05% | 7,186.9 | Hardware | |
DHR | Danaher Corp | 77,737 | 18,660.0 | +2.12% | 2.560 | +0.05% | 0.010 | +1.89% | -16.95% | 136,013.0 | Medical Diagnostics & Research |
Endurance Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Endurance Wealth Management, Inc. Total Holding History ($B)
Endurance Wealth Management, Inc.'s Asset Allocation
Endurance Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Endurance Wealth Management, Inc.'s Hypothetical Growth since 2023-06-30
Endurance Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Endurance Wealth Management, Inc.'s Holdings Heat Map
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Endurance Wealth Management, Inc.'s Holdings Bubble Chart
Endurance Wealth Management, Inc. News
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