Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Endeavor Private Wealth

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

Top 5 stock holdings are IVV, IUSB, IVE, DYNF, IEMG, and represent 18.44% of Endeavor Private Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV (+$6.3M), EFG, GOVT, IDEF, BLCR, LMBS, IUSB, HYLS, CGGO, BAI.
Started 13 new stock positions in CVS, HYLS, ITWO, CGNG, LMBS, ESGE, MRK, IDV, EUSB, CGSD. BLCR, IDEF, TER.
Reduced shares in these 10 stocks: OEF (-$5.5M), ITA, CGUS, IAU, VO, MBSF, BND, VB, AVLV, GSLC.
Sold out of its positions in AVLV, AstraZeneca, BAC, CGIE, CRWD, HD, AOK, STIP, JEPQ, SPHY. MBSF, MOAT, VOOV, VCSH, VCIT, XEL, ACN.
Endeavor Private Wealth was a net buyer of stock by $5.9M.
Endeavor Private Wealth has $349M in assets under management (AUM), dropping by -0.04%.
Central Index Key (CIK): 0001906023

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Endeavor Private Wealth

Endeavor Private Wealth holds 202 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.4	$15M	+71%	23k	653.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	4.1	$14M	+14%	309k	46.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.5	$12M	-4%	58k	211.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$12M	-7%	202k	58.18	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$11M	+5%	157k	69.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.7	$9.4M	+6%	14k	650.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$9.1M	+11%	81k	113.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$8.0M	-14%	28k	287.18	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.2	$7.8M	-2%	71k	111.18	View chart
Vanguard World Mega Cap Index (MGC)	2.1	$7.2M	-6%	30k	236.35	View chart
Capital Group Core Balanced SHS (CGBL)	2.0	$7.0M	-5%	204k	34.54	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$7.0M	-3%	94k	74.35	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.5	$5.4M	-6%	129k	41.54	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.4	$5.0M	+15%	50k	100.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$4.6M	-7%	24k	191.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.3	$4.6M	+29%	140k	32.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$4.5M	-16%	32k	142.43	View chart
Paccar (PCAR)	1.3	$4.4M		39k	115.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$4.4M	-4%	44k	99.27	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$4.4M	+559%	39k	111.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$4.3M	+4%	101k	42.65	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$4.1M	+560%	177k	22.91	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$4.0M	+8%	42k	94.95	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	1.1	$3.9M	+41%	118k	33.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$3.9M	+14%	16k	239.98	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.1	$3.9M	+11%	107k	36.22	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.1	$3.9M	+10%	147k	26.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$3.7M	-21%	14k	261.92	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.0	$3.4M	-8%	73k	46.80	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.0	$3.4M	-30%	89k	38.51	View chart
Apple (AAPL)	1.0	$3.4M	+2%	13k	253.79	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$3.2M	+21%	80k	40.19	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.9	$3.2M	+18%	142k	22.34	View chart
NVIDIA Corporation (NVDA)	0.9	$3.2M	-3%	18k	174.41	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.8	$3.0M	NEW	90k	32.72	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.8	$2.9M	+5%	82k	36.04	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.8	$2.9M	+9%	98k	29.49	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.8	$2.9M	+13%	58k	50.04	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$2.7M	-4%	32k	84.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$2.7M	-26%	21k	125.13	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.8	$2.6M	NEW	64k	41.06	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.8	$2.6M	+3%	34k	77.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.5M	-21%	4.4k	577.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.4M	+29%	38k	64.08	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.7	$2.4M	-2%	39k	62.30	View chart
Broadcom (AVGO)	0.7	$2.4M	+6%	7.7k	309.53	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$2.3M	-23%	44k	51.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$2.2M	-8%	25k	90.53	View chart
Meta Platforms Cl A (META)	0.6	$2.2M	+6%	3.8k	572.20	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$2.2M	NEW	43k	49.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.2M	+7%	7.5k	287.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$2.1M	-21%	27k	78.41	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.6	$2.1M		44k	49.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$2.1M	-40%	24k	88.16	View chart
Microsoft Corporation (MSFT)	0.6	$2.0M		5.5k	370.17	View chart
Bank of New York Mellon Corporation (BK)	0.6	$2.0M	+8%	17k	118.63	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$1.9M	+2%	70k	27.23	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.5	$1.8M	+24%	25k	72.24	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$1.8M	+18%	36k	50.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.8M	-2%	5.5k	320.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$1.7M	-3%	22k	80.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.7M	+5%	6.0k	286.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.7M		25k	67.53	View chart
Amazon (AMZN)	0.5	$1.7M		8.0k	208.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.7M	+49%	31k	54.05	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.5M	-14%	14k	106.15	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.4	$1.5M	-23%	21k	68.78	View chart
Wal-Mart Stores (WMT)	0.4	$1.4M	-11%	12k	124.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.4M	-3%	13k	110.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.3M		4.5k	298.85	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$1.2M		4.2k	295.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.2M	-6%	16k	77.11	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$1.2M	NEW	30k	40.57	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.3	$1.1M	+5%	16k	71.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.1M	-52%	15k	73.64	View chart
Cisco Systems (CSCO)	0.3	$1.1M		14k	77.59	View chart
Phillips 66 (PSX)	0.3	$1.1M	-6%	5.9k	182.18	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$1.0M	-16%	13k	79.56	View chart
Vanguard World Health Car Etf (VHT)	0.3	$938k	-11%	3.4k	272.33	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$894k		6.7k	132.89	View chart
JPMorgan Chase & Co. (JPM)	0.3	$893k	-13%	3.0k	294.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$867k	-5%	15k	56.68	View chart
Amgen (AMGN)	0.2	$832k	+2%	2.4k	351.85	View chart
Chevron Corporation (CVX)	0.2	$801k	+5%	3.9k	206.92	View chart
Capital Group New Geography SHS (CGNG)	0.2	$799k	NEW	25k	31.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$793k	-2%	1.3k	597.76	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$793k		6.0k	132.10	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$769k	+157%	16k	47.55	View chart
PNC Financial Services (PNC)	0.2	$744k	-3%	3.6k	208.09	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$729k	-88%	2.3k	318.13	View chart
International Business Machines (IBM)	0.2	$726k		3.0k	242.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$712k	+8%	3.3k	215.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$710k		7.3k	97.24	View chart
General Dynamics Corporation (GD)	0.2	$706k	+9%	2.1k	343.27	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$693k	-55%	7.4k	93.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$686k	-6%	2.8k	248.02	View chart
Ball Corporation (BALL)	0.2	$678k		12k	59.11	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$671k	-28%	18k	36.84	View chart
Lowe's Companies (LOW)	0.2	$651k	+120%	2.8k	236.27	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$633k	-6%	4.3k	146.62	View chart
Vanguard World Industrial Etf (VIS)	0.2	$633k	-12%	2.0k	312.22	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$632k	+108%	27k	23.14	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$625k	+31%	25k	25.55	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$620k	-3%	6.2k	99.86	View chart
Lamar Advertising Cl A (LAMR)	0.2	$601k		4.7k	126.66	View chart
Johnson & Johnson (JNJ)	0.2	$594k	-5%	2.4k	244.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$593k	-33%	3.1k	191.92	View chart
Eli Lilly & Co. (LLY)	0.2	$591k	+23%	643.00	919.18	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$589k	NEW	14k	42.56	View chart
American Electric Power Company (AEP)	0.2	$585k	-15%	4.5k	131.09	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$582k	-8%	9.5k	61.26	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$581k	-19%	7.1k	81.98	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$571k	-10%	12k	49.37	View chart
Constellation Energy (CEG)	0.2	$562k		2.0k	279.23	View chart
Visa Com Cl A (V)	0.2	$561k		1.9k	302.32	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$553k	-73%	2.5k	218.73	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$545k	+94%	6.1k	89.01	View chart
Tesla Motors (TSLA)	0.2	$543k	+5%	1.5k	371.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$538k		12k	44.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$530k	+58%	760.00	697.72	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$494k	+8%	7.3k	68.14	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$493k	-26%	28k	17.32	View chart
Morgan Stanley Com New (MS)	0.1	$483k	+19%	2.9k	164.60	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$481k		5.1k	94.24	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$478k		2.5k	189.59	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$468k	NEW	18k	25.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$465k		4.4k	106.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$455k		910.00	499.55	View chart
Abbvie (ABBV)	0.1	$450k	+20%	2.1k	217.44	View chart
Illinois Tool Works (ITW)	0.1	$449k	-16%	1.7k	260.21	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$446k	-6%	9.8k	45.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$444k		2.3k	196.21	View chart
Analog Devices (ADI)	0.1	$443k	+2%	1.4k	318.13	View chart
Verizon Communications (VZ)	0.1	$439k	+29%	8.7k	50.20	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$438k	+46%	7.9k	55.20	View chart
Ameren Corporation (AEE)	0.1	$433k	-22%	3.9k	109.91	View chart
Proshares Tr Russell 2000 Hig (ITWO)	0.1	$432k	NEW	11k	39.78	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$431k	+40%	6.1k	70.14	View chart
Ge Aerospace Com New (GE)	0.1	$420k	+7%	1.5k	283.80	View chart
Costco Wholesale Corporation (COST)	0.1	$419k	-6%	421.00	995.14	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$415k		2.9k	144.95	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$414k	NEW	9.5k	43.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$411k	+12%	1.2k	337.78	View chart
Prologis (PLD)	0.1	$402k	-2%	3.0k	132.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$398k	+19%	924.00	430.29	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$395k	-28%	7.4k	53.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$392k	-3%	3.2k	124.31	View chart
Nextera Energy (NEE)	0.1	$389k	-3%	4.2k	92.88	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$385k	+77%	4.0k	95.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$383k	-8%	800.00	479.20	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$383k		1.0k	367.44	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$367k		6.1k	59.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$357k	-5%	7.1k	49.89	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$350k	-9%	14k	24.29	View chart
Omega Healthcare Investors (OHI)	0.1	$349k	+3%	8.0k	43.82	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$332k		1.8k	179.84	View chart
Procter & Gamble Company (PG)	0.1	$331k	-38%	2.3k	144.42	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.1	$323k	+21%	12k	26.56	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$319k	-2%	5.6k	57.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$313k		8.2k	38.42	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$313k	-3%	6.8k	45.89	View chart
Goldman Sachs (GS)	0.1	$308k	+15%	364.00	845.82	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$308k		4.0k	77.17	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$302k	-18%	2.8k	108.97	View chart
Coca-Cola Company (KO)	0.1	$297k	+3%	3.9k	76.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$293k	+5%	2.1k	141.45	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$292k	-58%	6.4k	45.39	View chart
Palmer Square Funds Tr Clo Sr Debt Etf (PSQA)	0.1	$284k	+23%	14k	20.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$282k	-21%	1.7k	169.67	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$281k	+40%	2.3k	121.19	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$281k	-41%	6.5k	43.13	View chart
Palmer Square Funds Tr Cr Opportunities (PSQO)	0.1	$280k	+21%	14k	20.52	View chart
Palantir Technologies Cl A (PLTR)	0.1	$279k	+13%	1.9k	146.28	View chart
Advanced Micro Devices (AMD)	0.1	$271k	+2%	1.3k	203.43	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$256k	+15%	1.1k	224.59	View chart
CVS Caremark Corporation (CVS)	0.1	$252k	NEW	3.5k	71.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$250k	-60%	1.4k	181.42	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$242k		3.9k	61.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$236k		1.6k	148.10	View chart
TJX Companies (TJX)	0.1	$235k		1.5k	159.66	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$235k		1.5k	161.79	View chart
McDonald's Corporation (MCD)	0.1	$230k	-12%	740.00	310.72	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$230k	-46%	5.0k	45.79	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$229k	NEW	5.0k	45.47	View chart
Netflix (NFLX)	0.1	$229k	-38%	2.4k	96.15	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$227k	+12%	6.3k	36.16	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$225k	-24%	2.4k	92.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$225k		1.2k	194.21	View chart
Vanguard World Financials Etf (VFH)	0.1	$222k		1.8k	120.81	View chart
Teradyne (TER)	0.1	$218k	NEW	734.00	296.47	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$215k		4.8k	45.06	View chart
Blackrock (BLK)	0.1	$214k		223.00	961.29	View chart
Waste Management (WM)	0.1	$213k	-9%	927.00	229.83	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$212k	-7%	3.2k	66.01	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.1	$208k		38k	5.41	View chart
Merck & Co (MRK)	0.1	$205k	NEW	1.7k	121.15	View chart
Abbott Laboratories (ABT)	0.1	$202k	-5%	2.0k	102.67	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$201k	-7%	4.6k	43.20	View chart
Royce Value Trust (RVT)	0.1	$187k		11k	16.60	View chart
Capitol Federal Financial (CFFN)	0.0	$137k	+6%	19k	7.13	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$114k		13k	8.62	View chart
Xperi Common Stock (XPER)	0.0	$68k	+2%	12k	5.60	View chart

Past Filings by Endeavor Private Wealth

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

Endeavor Private Wealth 2026 Q1 filed May 14, 2026
Endeavor Private Wealth 2025 Q4 filed Feb. 11, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z