| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INDEXIQ ETF TR | 11 | Q2 2024 | 7.0% |
| WEST PHARMACEUTICAL SVSC INC | 11 | Q2 2024 | 7.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 6.4% |
| ISHARES TR | 11 | Q2 2024 | 4.3% |
| ISHARES TR | 11 | Q2 2024 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 3.0% |
| PALANTIR TECHNOLOGIES INC | 11 | Q2 2024 | 3.7% |
| ISHARES INC | 11 | Q2 2024 | 2.7% |
| FS KKR CAP CORP | 11 | Q2 2024 | 1.8% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 2.0% |
View Endowment Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Endowment 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.