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Endeavor Private Wealth

Latest statistics and disclosures from Endeavor Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSB, IVE, AVUS, VO, QUAL, and represent 15.49% of Endeavor Private Wealth's stock portfolio.
Added to shares of these 10 stocks: SPY (+$8.1M), MGC (+$7.7M), VO (+$7.2M), VB, PCAR, AGG, QQQ, IVE, BSV, BLV.
Started 70 new stock positions in RVT, SLV, GLD, XLP, SPYD, VV, JEPI, FBND, JEPQ, IBIT.
Reduced shares in these 10 stocks: EFG, , SPHY, IYW, MTBA, LMT, EMXC, IWD, TSCO, FTGC.
Sold out of its positions in FTGC, IWD, EMXC, LMT, MELI, MTBA, TSCO, VTWO.
Endeavor Private Wealth was a net buyer of stock by $99M.
Endeavor Private Wealth has $323M in assets under management (AUM), dropping by 52.93%.
Central Index Key (CIK): 0001906023

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Positions held by Endeavor Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Endeavor Private Wealth

Endeavor Private Wealth holds 196 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	4.2	$14M	+5%	291k	46.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.9	$9.3M	+40%	45k	206.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.8	$9.2M		85k	108.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.8	$9.1M	+382%	31k	294.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$9.0M		46k	194.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$8.6M	+8%	13k	669.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$8.6M	+6%	71k	120.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$8.3M	+7%	141k	59.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$8.3M	+3290%	13k	666.14	View chart
Ishares Tr Eafe Value Etf (EFV)	2.6	$8.3M		123k	67.83	View chart
Vanguard World Mega Cap Index (MGC)	2.4	$7.7M	NEW	32k	244.67	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$7.4M	+10%	113k	65.92	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.3	$7.3M	+13%	56k	130.29	View chart
Capital Group Core Balanced SHS (CGBL)	2.2	$7.1M	+10%	203k	34.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$6.0M	+27%	41k	145.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$5.6M	+189%	56k	100.25	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.6	$5.1M		122k	42.08	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.4	$4.7M	+11%	118k	39.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$4.4M	NEW	17k	255.08	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$4.0M	+18%	12k	332.84	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$3.8M	+9%	91k	42.17	View chart
Paccar (PCAR)	1.2	$3.8M	NEW	39k	98.32	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.1	$3.6M	+8%	35k	102.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.6M	+641%	5.9k	600.40	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$3.5M		45k	78.90	View chart
NVIDIA Corporation (NVDA)	1.1	$3.4M	+79%	18k	186.59	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.0	$3.4M	+9%	89k	37.86	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.0	$3.3M	+10%	126k	26.58	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.0	$3.3M		71k	47.21	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$3.2M	+5%	34k	95.15	View chart
Apple (AAPL)	1.0	$3.1M	+39%	12k	254.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$2.9M	-13%	25k	114.09	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.8	$2.7M	+10%	79k	34.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$2.7M	NEW	34k	78.91	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$2.7M	+8%	61k	43.92	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.8	$2.6M	+13%	113k	22.72	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.8	$2.5M	+5%	47k	53.24	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.8	$2.5M	+10%	72k	34.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$2.5M	+5%	28k	87.31	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.8	$2.4M	+10%	82k	29.62	View chart
Microsoft Corporation (MSFT)	0.8	$2.4M	+35%	4.7k	517.95	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.7	$2.4M		41k	57.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.4M	-12%	12k	196.71	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$2.4M	+2%	9.2k	256.42	View chart
Meta Platforms Cl A (META)	0.7	$2.3M	+25%	3.1k	734.39	View chart
Broadcom (AVGO)	0.7	$2.2M	+26%	6.7k	329.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$2.2M	+10%	43k	51.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$2.2M	+50%	30k	72.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$2.0M	+18%	27k	75.11	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$2.0M	NEW	29k	70.85	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.9M	+35%	55k	34.16	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$1.8M	+12%	64k	27.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.7M	+707%	27k	65.26	View chart
Bank of New York Mellon Corporation (BK)	0.5	$1.7M	+3%	15k	108.96	View chart
Amazon (AMZN)	0.5	$1.7M		7.5k	219.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.6M	NEW	22k	74.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.6M	+309%	26k	59.92	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.5	$1.6M	+19%	32k	49.29	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$1.5M	+32%	16k	95.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.5M	+9%	6.3k	243.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.4M		15k	99.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.4M	NEW	4.5k	308.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.4M	+18%	5.6k	243.55	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.3M	NEW	13k	106.49	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.4	$1.3M	+7%	19k	69.58	View chart
Wal-Mart Stores (WMT)	0.4	$1.3M	+26%	13k	103.06	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$1.3M	NEW	4.2k	302.35	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.1M	NEW	14k	81.19	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.4	$1.1M	+27%	45k	25.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.1M	NEW	15k	73.46	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.1M	NEW	4.2k	259.61	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$1.1M	-10%	28k	37.78	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$1.1M	+56%	21k	50.78	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M	+15%	3.3k	315.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.0M	NEW	19k	54.19	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$967k	+223%	3.4k	281.86	View chart
Cisco Systems (CSCO)	0.3	$955k	+13%	14k	68.42	View chart
Home Depot (HD)	0.3	$906k	+17%	2.2k	405.19	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$871k	+46%	65k	13.43	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$859k	+10%	12k	72.26	View chart
International Business Machines (IBM)	0.3	$853k	NEW	3.0k	282.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$834k	NEW	1.4k	614.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$824k	NEW	14k	57.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$789k	NEW	4.2k	189.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$776k	+68%	3.2k	241.95	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$771k	NEW	14k	53.87	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$771k	-2%	8.7k	89.04	View chart
PNC Financial Services (PNC)	0.2	$767k		3.8k	200.93	View chart
Phillips 66 (PSX)	0.2	$741k	+4%	5.4k	136.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$727k	NEW	5.2k	139.17	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$717k	NEW	9.2k	78.36	View chart
American Electric Power Company (AEP)	0.2	$709k	+9%	6.3k	112.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$706k	+73%	7.3k	96.55	View chart
Amgen (AMGN)	0.2	$702k	-2%	2.5k	282.20	View chart
Vanguard World Industrial Etf (VIS)	0.2	$696k	NEW	2.4k	296.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$687k	+9%	6.9k	99.10	View chart
Ameren Corporation (AEE)	0.2	$682k	+11%	6.5k	104.38	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$680k	+5%	6.6k	103.34	View chart
Watsco, Incorporated (WSO)	0.2	$669k	-3%	1.7k	404.30	View chart
Procter & Gamble Company (PG)	0.2	$656k	+15%	4.3k	153.65	View chart
Lamar Advertising Cl A (LAMR)	0.2	$649k	+2%	5.3k	122.40	View chart
Capital Group International SHS (CGIE)	0.2	$638k	+13%	19k	33.72	View chart
Illinois Tool Works (ITW)	0.2	$604k		2.3k	260.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$594k	+47%	2.7k	216.65	View chart
Xcel Energy (XEL)	0.2	$583k	+68%	7.2k	80.66	View chart
Ball Corporation (BALL)	0.2	$583k	NEW	12k	50.42	View chart
Chevron Corporation (CVX)	0.2	$579k	+2%	3.7k	155.29	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.2	$577k	NEW	11k	54.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$553k	+5%	24k	23.12	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$539k	-4%	13k	41.11	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$531k	+116%	5.9k	89.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$514k	NEW	3.5k	145.60	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$504k		11k	44.48	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$504k	NEW	7.8k	65.00	View chart
Tesla Motors (TSLA)	0.2	$497k	+36%	1.1k	444.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$481k	NEW	1.5k	329.08	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$477k	+7%	7.1k	67.55	View chart
Visa Com Cl A (V)	0.1	$467k	+5%	1.4k	341.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$466k	NEW	4.4k	106.79	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$462k	NEW	11k	44.00	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$459k	NEW	2.3k	199.47	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$458k	-42%	19k	23.94	View chart
Verizon Communications (VZ)	0.1	$457k	+54%	10k	43.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$447k	NEW	2.5k	176.81	View chart
Costco Wholesale Corporation (COST)	0.1	$439k	+36%	474.00	925.62	View chart
Mastercard Incorporated Cl A (MA)	0.1	$437k	+41%	768.00	568.81	View chart
Johnson & Johnson (JNJ)	0.1	$436k	+11%	2.4k	185.42	View chart
Constellation Energy (CEG)	0.1	$433k	NEW	1.3k	329.07	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$433k	+28%	17k	25.85	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$424k	NEW	2.3k	187.44	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$421k	NEW	3.6k	118.44	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$417k	NEW	1.7k	239.64	View chart
Netflix (NFLX)	0.1	$405k	-7%	338.00	1198.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$398k	NEW	4.7k	84.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$397k	NEW	7.9k	50.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$396k	NEW	3.3k	118.83	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$391k	NEW	970.00	402.76	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$380k	NEW	2.7k	138.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$380k	-19%	4.7k	79.93	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$378k	+12%	6.6k	57.30	View chart
Lowe's Companies (LOW)	0.1	$378k	+37%	1.5k	251.31	View chart
Ge Aerospace Com New (GE)	0.1	$370k	+50%	1.2k	300.82	View chart
Analog Devices (ADI)	0.1	$363k		1.5k	245.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$358k	NEW	479.00	746.63	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$346k	NEW	1.8k	187.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$345k	NEW	7.4k	46.41	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$343k		4.7k	72.58	View chart
National Retail Properties (NNN)	0.1	$338k	+31%	7.9k	42.57	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$331k		3.8k	87.21	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$328k	NEW	6.8k	48.03	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$327k	-10%	7.2k	45.67	View chart
Nextera Energy (NEE)	0.1	$322k	NEW	4.3k	75.49	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$317k	NEW	1.5k	209.26	View chart
Abbvie (ABBV)	0.1	$298k	NEW	1.3k	231.54	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$296k	-4%	8.0k	37.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$293k	-10%	3.5k	84.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$292k	NEW	3.7k	78.09	View chart
Omega Healthcare Investors (OHI)	0.1	$291k	NEW	6.9k	42.22	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$284k	+25%	12k	23.56	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$282k	NEW	6.7k	42.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$275k	NEW	546.00	502.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$273k	-17%	978.00	279.29	View chart
Palantir Technologies Cl A (PLTR)	0.1	$270k	NEW	1.5k	182.42	View chart
Prologis (PLD)	0.1	$262k	-30%	2.3k	114.52	View chart
McDonald's Corporation (MCD)	0.1	$260k	+15%	856.00	303.89	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$257k	NEW	5.1k	49.95	View chart
Blackrock (BLK)	0.1	$257k	NEW	220.00	1165.87	View chart
Goldman Sachs (GS)	0.1	$256k	+7%	321.00	796.88	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$254k	NEW	1.2k	213.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$254k	NEW	715.00	355.47	View chart
Bank of America Corporation (BAC)	0.1	$250k	-25%	4.8k	51.59	View chart
Eli Lilly & Co. (LLY)	0.1	$248k	+17%	325.00	763.00	View chart
Vanguard World Financials Etf (VFH)	0.1	$245k	NEW	1.9k	131.22	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$244k	+14%	990.00	246.60	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$240k	NEW	3.5k	69.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$239k	NEW	1.7k	140.95	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$236k	NEW	1.5k	154.23	View chart
Coca-Cola Company (KO)	0.1	$232k	NEW	3.5k	66.83	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$230k	NEW	3.9k	58.72	View chart
General Dynamics Corporation (GD)	0.1	$230k	NEW	674.00	341.00	View chart
Waste Management (WM)	0.1	$228k	+8%	1.0k	220.83	View chart
Automatic Data Processing (ADP)	0.1	$228k	+7%	772.00	295.04	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$226k		1.8k	126.00	View chart
Abbott Laboratories (ABT)	0.1	$214k	NEW	1.6k	133.94	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$211k	NEW	5.3k	40.16	View chart
TJX Companies (TJX)	0.1	$208k	-12%	1.4k	144.54	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$207k	NEW	3.6k	57.52	View chart
Southern Company (SO)	0.1	$206k	NEW	2.2k	94.77	View chart
Palmer Square Funds Trust Cr Opportunities (PSQO)	0.1	$204k	NEW	9.9k	20.60	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$203k	NEW	5.0k	40.73	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.1	$203k	+11%	35k	5.75	View chart
Palmer Square Funds Trust Clo Sr Debt Etf (PSQA)	0.1	$201k	NEW	9.9k	20.30	View chart
Royce Value Trust (RVT)	0.1	$197k	NEW	12k	16.13	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$149k	+34%	16k	9.11	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$106k	-19%	11k	9.46	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$96k	+6%	20k	4.81	View chart

Past Filings by Endeavor Private Wealth

SEC 13F filings are viewable for Endeavor Private Wealth going back to 2024

Endeavor Private Wealth 2025 Q3 filed Oct. 22, 2025
Endeavor Private Wealth 2025 Q2 filed July 24, 2025
Endeavor Private Wealth 2025 Q1 filed May 8, 2025
Endeavor Private Wealth 2024 Q4 filed Jan. 17, 2025

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