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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
105
35
37
6
13
1
66
28
23
ENDURANCE WEALTH MANAGEMENT INC

Time Period2017-12-31

Total Holdings520

Total Value ($x1000)622,472
Activities
New17

Increased45

Unchanged338

Decreased120

Sold Out9

Top 10 Stock Holdingstotal 31.19%
KMI4.49

OLED4.21

QCOM3.92

EFA3.59

CSJ3.17

 
MTD2.58

CMCSA2.37

JPM2.33

HD2.28

BAC2.25

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KMI
4.49%
COM
OLED
4.21%
COM
QCOM
3.92%
COM
EFA
3.59%
MSCI EAFE ETF
CSJ
3.17%
1-3 YR CR BD ETF
MTD
2.58%
COM
CMCSA
2.37%
CL A
JPM
2.33%
COM
HD
2.28%
COM
BAC
2.25%
COM
AAPL
2.1%
COM
TMO
2%
COM
VOO
1.97%
SHS
HBAN
1.96%
COM
BIG
1.93%
COM
AKAM
1.91%
COM
EW
1.78%
COM
STAG
1.71%
COM
XOM
1.48%
COM
OXY
1.43%
COM
INDB
1.43%
COM
ABBV
1.4%
COM
ORCL
1.38%
COM
DHR
1.18%
COM
PEP
1.16%
COM
PFE
1.07%
COM
MDLZ
1.04%
CL A
NXPI
1.03%
COM
DM
1.03%
COM UT REP LTD
SLB
1%
COM
CHD
0.96%
COM
AMGN
0.96%
COM
CVS
0.93%
COM
DVYE
0.92%
EM MKTS DIV ETF
WY
0.92%
COM
CSCO
0.91%
COM
NEE
0.89%
COM
JNJ
0.86%
COM
GOOGL
0.83%
CAP STK CL A
WASH
0.81%
COM
VO
0.81%
MID CAP ETF
HAS
0.81%
COM
VHT
0.78%
HEALTH CAR ETF
MUB
0.77%
NAT AMT FREE BD
PWR
0.74%
COM
VB
0.74%
SMALL CP ETF
EEM
0.67%
MSCI EMG MKT ETF
IR
0.62%
SHS
ARMK
0.6%
COM
USB
0.55%
COM NEW
WFC
0.54%
COM
HRB
0.54%
COM
PG
0.54%
COM
MLNX
0.54%
SHS
APC
0.53%
COM
DVN
0.53%
COM
AGN
0.48%
SHS
XLE
0.47%
SBI INT-ENERGY
MFC
0.46%
COM
EQM
0.46%
UNIT LTD PARTN
CL
0.45%
COM
GE
0.43%
COM
CELG
0.37%
COM
V
0.37%
COM CL A
FTV
0.36%
COM
QQQ
0.36%
UNIT SER 1
MSFT
0.35%
COM
ECL
0.34%
COM
CNI
0.34%
COM
KMB
0.33%
COM
UNP
0.32%
COM
UTX
0.32%
COM
TJX
0.3%
COM
GS
0.3%
COM
FRC
0.3%
COM
DNR
0.29%
COM NEW
WBA
0.28%
COM
JEC
0.28%
COM
GILD
0.28%
COM
NLSN
0.27%
SHS EUR
BIIB
0.27%
COM
MMP
0.24%
COM UNIT RP LP
PAA
0.22%
UNIT LTD PARTN
XLF
0.22%
SBI INT-FINL
PM
0.22%
COM
BRK.B
0.22%
CL B NEW
IEV
0.21%
EUROPE ETF
IVV
0.21%
CORE S&P500 ETF
KMPR
0.2%
COM
AB
0.19%
UNIT LTD PARTN
ETN
0.19%
SHS
GOOG
0.19%
CAP STK CL C
INTC
0.19%
COM
PPG
0.17%
COM
MO
0.17%
COM
SWK
0.17%
COM
STT
0.15%
COM
SUB
0.15%
SHT NTLAMTFR ETF
BRK.A
0.14%
CL A
T
0.14%
COM
SPY
0.14%
TR UNIT
IBM
0.13%
COM
IJH
0.13%
CORE S&P MCP ETF
EOG
0.13%
COM
C
0.13%
COM NEW
TGT
0.12%
COM
SNA
0.12%
COM
VRTX
0.12%
COM
TBT
0.11%
PSHS ULTSH 20YRS
MMM
0.11%
COM
RDS/A
0.11%
SPONS ADR A
XLV
0.11%
SBI HEALTHCARE
SCPB
0.1%
BARC SHT TR CP
UHT
0.1%
SH BEN INT
VZ
0.09%
COM
CW
0.09%
COM
DOV
0.09%
COM
HOLX
0.08%
COM
IJR
0.08%
CORE S&P SCP ETF
XLK
0.08%
TECHNOLOGY
UAA
0.08%
CL A
MRK
0.08%
COM
TACO
0.08%
COM
RRC
0.08%
COM
EPD
0.07%
COM
IYW
0.07%
U.S. TECH ETF
BRKL
0.07%
COM
PANW
0.07%
COM
ADP
0.07%
COM
XLI
0.07%
SBI INT-INDS
PGF
0.07%
FINL PFD PTFL
FB
0.07%
CL A
PAGP
0.06%
LTD PARTNR INT A
TBF
0.06%
SHRT 20+YR TRE
CVX
0.06%
COM
MON
0.06%
COM
COST
0.06%
COM
PH
0.06%
COM
NVDA
0.06%
COM
LLY
0.06%
COM
GD
0.05%
COM
ADBE
0.05%
COM
EEP
0.05%
COM
DUK
0.05%
COM NEW
XLY
0.05%
SBI CONS DISCR
EUFN
0.05%
MSCI EURO FL ETF
BCS/PD
0.04%
ADR PFD SR 5
CPRT
0.04%
COM
KHC
0.04%
COM
UNH
0.04%
COM
ISRG
0.04%
COM NEW
IJS
0.04%
SP SMCP600VL ETF
EMR
0.04%
COM
EPP
0.04%
MSCI PAC JP ETF
XLU
0.04%
SBI INT-UTILS
BIDU
0.04%
SPON ADR REP A
IJJ
0.04%
S&P MC 400VL ETF
PFF
0.04%
U.S. PFD STK ETF
LH
0.04%
COM NEW
CMS
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
MSI
0.04%
COM NEW
DE
0.04%
COM
RTN
0.03%
COM NEW
IVOO
0.03%
MIDCP 400 IDX
ED
0.03%
COM
VCR
0.03%
CONSUM DIS ETF
SNE
0.03%
ADR NEW
BNS
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
AWK
0.03%
COM
AIG
0.03%
COM NEW
EIX
0.03%
COM
DTE
0.03%
COM
GVI
0.03%
INTRM GOV/CR ETF
XLP
0.03%
SBI CONS STPLS
BOFI
0.03%
COM
IGHG
0.03%
INVT INT RT HG
WAT
0.03%
COM
ES
0.03%
COM
VIS
0.03%
INDUSTRIAL ETF
RJF
0.03%
COM
SYY
0.03%
COM
XLRE
0.03%
RL EST SEL SEC
TRV
0.03%
COM
PYPL
0.03%
COM
HON
0.03%
COM
CERN
0.03%
COM
MSEX
0.03%
COM
ALGN
0.03%
COM
COF
0.02%
COM
ZMH
0.02%
COM
MDT
0.02%
SHS
BABA
0.02%
SPONSORED ADS
EV
0.02%
COM NON VTG
XLB
0.02%
SBI MATERIALS
CB
0.02%
COM
HBI
0.02%
COM
PCAR
0.02%
COM
SAM
0.02%
CL A
LOW
0.02%
COM
MZOR
0.02%
SPONSORED ADS
DWDP
0.02%
COM
SJM
0.02%
COM NEW
MCD
0.02%
COM
AMZN
0.02%
COM
FBHS
0.02%
COM
OKE
0.02%
COM
KO
0.02%
COM
AXP
0.02%
COM
CAT
0.02%
COM
IIM
0.02%
COM
COR
0.02%
COM
THG
0.02%
COM
TWX
0.02%
COM NEW
SBUX
0.02%
COM
AZO
0.02%
COM
NVS
0.02%
SPONSORED ADR
WMT
0.02%
COM
SPN
0.02%
COM
DXC
0.02%
COM
PX
0.02%
COM
MET
0.02%
COM
COP
0.01%
COM
TXT
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
BP
0.01%
SPONSORED ADR
UL
0.01%
SPON ADR NEW
BA
0.01%
COM
ASML
0.01%
N Y REGISTRY SHS
ETR
0.01%
COM
VDC
0.01%
CONSUM STP ETF
CDK
0.01%
COM
GHC
0.01%
COM
GIS
0.01%
COM
ALL
0.01%
COM
GGG
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
CINF
0.01%
COM
IJK
0.01%
S&P MC 400GR ETF
MIDD
0.01%
COM
XEL
0.01%
COM
SEIC
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
UGI
0.01%
COM
CTL
0.01%
COM
ROP
0.01%
COM
SQ
0.01%
CL A
HAL
0.01%
COM
LMT
0.01%
COM
FAST
0.01%
COM
GLD
0.01%
GOLD SHS
IYZ
0.01%
U.S. TELECOM ETF
ARNC
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
PSX
0.01%
COM
TDTT
0.01%
IBOXX 3R TARGT
CA
0.01%
COM
ANSS
0.01%
COM
DGX
0.01%
COM
TCP
0.01%
UT COM LTD PRT
ST
0.01%
SHS
DIA
0.01%
UT SER 1
WTR
0.01%
COM
BK
0.01%
COM
EVT
0.01%
COM
CTWS
0.01%
COM
DIS
0.01%
COM DISNEY
DVY
0.01%
SELECT DIVID ETF
ILMN
0.01%
COM
KAR
0.01%
COM
DFS
0.01%
COM
CWAY
0.01%
COM
CABO
0.01%
COM
CTSH
0.01%
CL A
ESRX
0.01%
COM
MMLP
0.01%
UNIT L P INT
JKHY
0.01%
COM
PEG
0.01%
COM
NOC
0.01%
COM
BMO
0.01%
COM
CSX
0.01%
COM
OSK
0.01%
COM
SIRI
0.01%
COM
MAR
0.01%
CL A
KN
0.01%
COM
ADRE
0.01%
EMER MK 50 ADR
F
0.01%
COM PAR $0.01
WSO
0.01%
COM
OMC
0.01%
COM
SDY
0.01%
S&P DIVID ETF
BCC
0.01%
COM
ABT
0.01%
COM
SIVB
0.01%
COM
CNQ
0.01%
COM
NSC
0.01%
COM
TDY
0.01%
COM
AET
0.01%
COM
X
0.01%
COM
AA
0.01%
COM
BIP
0.01%
LP INT UNIT
ALLE
0.01%
ORD SHS
BAC/PL
0.01%
7.25%CNV PFD L
VGT
0.01%
INF TECH ETF
NUE
0.01%
COM
BAX
< 0.01%
COM
TRI
< 0.01%
COM
RCI
< 0.01%
CL B
AON
< 0.01%
SHS CL A
HCHC
< 0.01%
COM
CSRA
< 0.01%
COM
CCU
< 0.01%
SPONSORED ADR
CONE
< 0.01%
COM
NTRS
< 0.01%
COM
AEP
< 0.01%
COM
S
< 0.01%
COM SER 1
ABB
< 0.01%
SPONSORED ADR
SDIV
< 0.01%
GLB X SUPERDIV
GSK
< 0.01%
SPONSORED ADR
MAS
< 0.01%
COM
SO
< 0.01%
COM
SYK
< 0.01%
COM
BMY
< 0.01%
COM
VNQ
< 0.01%
REIT ETF
TOL
< 0.01%
COM
AER
< 0.01%
SHS
VYM
< 0.01%
HIGH DIV YLD
HBC/PA
< 0.01%
ADR A 1/40PF A
ITW
< 0.01%
COM
BSV
< 0.01%
SHORT TRM BOND
BLK
< 0.01%
COM
SRE
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
FNSR
< 0.01%
COM NEW
SPH
< 0.01%
UNIT LTD PARTN
EQT
< 0.01%
COM
STZ
< 0.01%
CL A
PNC
< 0.01%
COM
CG
< 0.01%
COM UTS LTD PTN
BEN
< 0.01%
COM
SNAP
< 0.01%
CL A
HMN
< 0.01%
COM
TGP
< 0.01%
PRTNRSP UNITS
ARCC
< 0.01%
COM
TOO
< 0.01%
PARTNERSHIP UN
CMI
< 0.01%
COM
COL
< 0.01%
COM
RHP
< 0.01%
COM
NEM
< 0.01%
COM
LC
< 0.01%
COM
FIS
< 0.01%
COM
FNF
< 0.01%
COM
OGE
< 0.01%
COM
SFL
< 0.01%
SHS
CHY
< 0.01%
COM SHS
EBAY
< 0.01%
COM
BBK
< 0.01%
COM
NICE
< 0.01%
SPONSORED ADR
ETP
< 0.01%
UNIT LTD PRT INT
MLCO
< 0.01%
ADR
HYG
< 0.01%
IBOXX HI YD ETF
JNK
< 0.01%
BRC HGH YLD BD
ENB
< 0.01%
COM
BYM
< 0.01%
COM
HPF
< 0.01%
COM
NBL
< 0.01%
COM
ARW
< 0.01%
COM
K
< 0.01%
COM
TRVN
< 0.01%
COM
VWO
< 0.01%
FTSE EMR MKT ETF
MS
< 0.01%
COM NEW
IDU
< 0.01%
U.S. UTILITS ETF
LLL
< 0.01%
COM
BTZ
< 0.01%
COM
BIV
< 0.01%
INTERMED TERM
MTB
< 0.01%
COM
UPS
< 0.01%
CL B
IXJ
< 0.01%
GLOB HLTHCRE ETF
GBDC
< 0.01%
COM
SRCL
< 0.01%
COM
MOS
< 0.01%
COM
XYL
< 0.01%
COM
NFLX
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
OAK
< 0.01%
UNIT 99/99/9999
AFL
< 0.01%
COM
IBN
< 0.01%
ADR
TEVA
< 0.01%
ADR
OA
< 0.01%
COM
NAVI
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
CEF
< 0.01%
CL A
GM
< 0.01%
COM
AERI
< 0.01%
COM
BHP
< 0.01%
SPONSORED ADR
IRM
< 0.01%
COM
VLO
< 0.01%
COM
IWB
< 0.01%
RUS 1000 ETF
CBS
< 0.01%
CL B
PSMT
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
REGN
< 0.01%
COM
VRNT
< 0.01%
COM
WM
< 0.01%
COM
UHS
< 0.01%
CL B
WPC
< 0.01%
COM
GBX
< 0.01%
COM
STWD
< 0.01%
COM
CC
< 0.01%
COM
NTAP
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
SLM
< 0.01%
COM
HTA
< 0.01%
CL A NEW
BHF
< 0.01%
COM
GMM
< 0.01%
EMERG MKTS ETF
DPS
< 0.01%
COM
SFE
< 0.01%
COM NEW
EVN
< 0.01%
SH BEN INT
CIU
< 0.01%
INTERM CR BD ETF
SWKS
< 0.01%
COM
BR
< 0.01%
COM
DLR
< 0.01%
COM
NUAN
< 0.01%
COM
APD
< 0.01%
COM
DVMT
< 0.01%
COM CL V
NLY
< 0.01%
COM
AZZ
< 0.01%
COM
IWR
< 0.01%
RUS MID-CAP ETF
HOG
< 0.01%
COM
LQD
< 0.01%
IBOXX INV CP ETF
STX
< 0.01%
SHS
IAU
< 0.01%
ISHARES
KSS
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
BKI
< 0.01%
COM
MPC
< 0.01%
COM
VAR
< 0.01%
COM
VUG
< 0.01%
GROWTH ETF
PGR
< 0.01%
COM
TMUS
< 0.01%
COM
AGZ
< 0.01%
AGENCY BOND ETF
ACM
< 0.01%
COM
KKR
< 0.01%
COM UNITS
APA
< 0.01%
COM
PSTG
< 0.01%
CL A
OPHT
< 0.01%
COM
VREX
< 0.01%
COM
PRGO
< 0.01%
SHS
ITCI
< 0.01%
COM
BHGE
< 0.01%
CL A
IVZ
< 0.01%
SHS
GIM
< 0.01%
COM
D
< 0.01%
COM
NWL
< 0.01%
COM
VSTO
< 0.01%
COM
ECA
< 0.01%
COM
XLNX
< 0.01%
COM
INVH
< 0.01%
COM
HEDJ
< 0.01%
EUROPE HEDGED EQ
NGG
< 0.01%
SPONSORED ADR NE
FDX
< 0.01%
COM
DAL
< 0.01%
COM NEW
XL
< 0.01%
COM
VLY
< 0.01%
COM
HYH
< 0.01%
COM
VFC
< 0.01%
COM
TSCO
< 0.01%
COM
VMO
< 0.01%
COM
IVW
< 0.01%
S&P 500 GRWT ETF
ICE
< 0.01%
COM
NI
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
TRIP
< 0.01%
COM
ABX
< 0.01%
COM
EFII
< 0.01%
COM
MHK
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
MGA
< 0.01%
COM
PCLN
< 0.01%
COM NEW
UA/C
< 0.01%
CL C
PICO
< 0.01%
COM NEW
ADS
< 0.01%
COM
POT
< 0.01%
COM
BNDX
< 0.01%
INTL BD IDX ETF
MTSI
< 0.01%
COM
AGU
< 0.01%
COM
BBBY
< 0.01%
COM
NOV
< 0.01%
COM
GSS
< 0.01%
COM
GLW
< 0.01%
COM
WPZ
< 0.01%
COM UNIT LTD PAR
ITM
< 0.01%
AMT FREE INT ETF
AMLP
< 0.01%
ALERIAN MLP
CBL
< 0.01%
COM
SAN
< 0.01%
ADR
NWSA
< 0.01%
CL A
NE
< 0.01%
SHS USD
XME
< 0.01%
S&P METALS MNG
RWR
< 0.01%
DJ REIT ETF
UFI
< 0.01%
COM NEW
AAL
< 0.01%
COM
VSM
< 0.01%
COM
UNG
< 0.01%
UNIT PAR $0.001
OIA
< 0.01%
COM
FTR
< 0.01%
COM NEW
PJT
< 0.01%
COM CL A
ARCH
< 0.01%
CL A
AVGO
< 0.01%
SHS
GV
< 0.01%
COM
DYN
< 0.01%
COM
AMBT
< 0.01%
COM NEW
ASIX
< 0.01%
COM
DXYN
< 0.01%
CL A
DDD
< 0.01%
COM NEW
MNK
< 0.01%
SHS
SCCO
< 0.01%
COM
TIME
< 0.01%
COM
GT
< 0.01%
COM
GCVRZ
< 0.01%
RIGHT 12/31/2020
CRC
< 0.01%
COM NEW
FMC
0.06%
COM NEW
VOX
0.01%
TELCOMM ETF
ALR
< 0.01%
COM
CRHM
< 0.01%
COM
NEWM
< 0.01%
COM
SFR
< 0.01%
COM
DBC
< 0.01%
UNIT BEN INT
VOD
< 0.01%
SPNSR ADR NO PAR
DYN/WS
< 0.01%
*W EXP 99/99/999