$533 Million is the total value of Endurance Wealth Management, Inc.'s 572 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LC | New | LENDINGCLUB CORP COMstock | $54,000 | – | 12,500 | +100.0% | 0.01% | – |
| WFM | New | WHOLE FOODS MARKET INCstock | $32,000 | – | 1,000 | +100.0% | 0.01% | – |
| SQ | New | SQUARE INC CL Astock | $23,000 | – | 2,500 | +100.0% | 0.00% | – |
| RDUS | New | RADIUS HEALTH INC COM NEWstock | $18,000 | – | 500 | +100.0% | 0.00% | – |
| SHPG | New | SHIRE PLC SPONSORED ADRadr | $14,000 | – | 76 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COMstock | $17,000 | – | 1,000 | +100.0% | 0.00% | – |
| STWD | New | STARWOOD PROPERTY TRUSTreit | $10,000 | – | 500 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INC CL Cstock | $8,000 | – | 219 | +100.0% | 0.00% | – |
| VRX | New | VALEANT PHARMACEUTICALS INT'Lstock | $8,000 | – | 375 | +100.0% | 0.00% | – |
| PHO | New | POWERSHARES WATER RESOURCES PORTFOLIOetf | $1,000 | – | 60 | +100.0% | 0.00% | – |
| IGE | New | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| CRCQQ | New | CALIFORNIA RES CORP COM NEWstock | $1,000 | – | 43 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC COMstock | $1,000 | – | 22 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- John Michael Costello #1
- Kenneth W. Thomae #2
- Peter J. Corsi, Jr. #3
- Donald J. Clarke #4
- Margaret R. Corcillo #5
- Karin I Coulter #6
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| QUALCOMM INC COM | 41 | Q2 2023 | 7.2% |
| METTLER TOLEDO INTL INCF | 41 | Q2 2023 | 5.3% |
| APPLE INC COM | 41 | Q2 2023 | 5.4% |
| THERMO FISHER SCIENTIFIC INC COM | 41 | Q2 2023 | 4.1% |
| HOME DEPOT INC COM | 41 | Q2 2023 | 3.2% |
| COMCAST CORP NEW CL A | 41 | Q2 2023 | 2.6% |
| BK OF AMERICA CORP COM | 41 | Q2 2023 | 2.4% |
| JPMORGAN CHASE CO COM | 41 | Q2 2023 | 2.5% |
| iShares MSCI EAFE Index | 41 | Q2 2023 | 4.3% |
| AKAMAI TECHNOLOGIES INC COM | 41 | Q2 2023 | 2.8% |
View Endurance Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-28 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-05 |
View Endurance Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.