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Stock Style
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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
97
30
32
5
13
1
61
25
21
ENDURANCE WEALTH MANAGEMENT INC

Time Period2018-09-30

Total Holdings492

Total Value ($x1000)635,608
Activities
New14

Increased41

Unchanged338

Decreased99

Sold Out22

Top 10 Stock Holdingstotal 30.24%
KMI4.23

QCOM4.1

EFA4.05

OLED3.08

MTD2.58

 
AAPL2.54

EW2.52

TMO2.42

CSJ2.38

HD2.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KMI
4.23%
COM
QCOM
4.1%
COM
EFA
4.05%
MSCI EAFE ETF
OLED
3.08%
COM
MTD
2.58%
COM
AAPL
2.54%
COM
EW
2.52%
COM
TMO
2.42%
COM
CSJ
2.38%
1-3 YR CR BD ETF
HD
2.34%
COM
JPM
2.27%
COM
BAC
2.18%
COM
AKAM
1.95%
COM
CMCSA
1.95%
CL A
HBAN
1.91%
COM
STAG
1.62%
COM
DVYE
1.62%
EM MKTS DIV ETF
OXY
1.58%
COM
INDB
1.43%
COM
XOM
1.4%
COM
VOO
1.37%
SHS
ORCL
1.36%
COM
DHR
1.31%
COM
ABBV
1.28%
COM
BIG
1.24%
COM
CHD
1.24%
COM
PFE
1.2%
COM
CSCO
1.1%
COM
CVS
1.07%
COM
AMGN
1.01%
COM
PEP
0.98%
COM
HAS
0.92%
COM
SLB
0.91%
COM
MFC
0.9%
COM
DNR
0.87%
COM NEW
MDLZ
0.85%
CL A
NEE
0.85%
COM
WY
0.84%
COM
GOOGL
0.84%
CAP STK CL A
WASH
0.83%
COM
JNJ
0.81%
COM
NXPI
0.8%
COM
VB
0.79%
SMALL CP ETF
VO
0.76%
MID CAP ETF
MUB
0.76%
NAT AMT FREE BD
PWR
0.74%
COM
JEC
0.73%
COM
VHT
0.72%
HEALTH CAR ETF
APC
0.66%
COM
IR
0.66%
SHS
MLNX
0.66%
SHS
EEM
0.6%
MSCI EMG MKT ETF
USB
0.55%
COM NEW
DM
0.54%
COM UT REP LTD
BOTZ
0.53%
RBTCS ARTFL IN
DVN
0.51%
COM
XLE
0.51%
SBI INT-ENERGY
AGN
0.49%
SHS
V
0.48%
COM CL A
ROBO
0.48%
ROBO STX GLB ETF
MSFT
0.45%
COM
QQQ
0.44%
UNIT SER 1
TJX
0.41%
COM
ECL
0.4%
COM
WFC
0.38%
COM
FTV
0.38%
COM
CL
0.38%
COM
UNP
0.37%
COM
CNI
0.36%
COM
FRC
0.36%
COM
UTX
0.34%
COM
IVV
0.33%
CORE S&P500 ETF
HRB
0.3%
COM
EQM
0.3%
UNIT LTD PARTN
PG
0.29%
COM
KMB
0.29%
COM
BIIB
0.29%
COM
WBA
0.28%
COM
GILD
0.27%
COM
PAA
0.26%
UNIT LTD PARTN
CELG
0.26%
COM
ARMK
0.26%
COM
GS
0.25%
COM
KMPR
0.23%
COM
XLF
0.21%
SBI INT-FINL
MMP
0.21%
COM UNIT RP LP
BRK.B
0.21%
CL B NEW
AVGO
0.2%
COM
GOOG
0.2%
CAP STK CL C
AB
0.19%
UNIT LTD PARTN
FLIR
0.19%
COM
GE
0.19%
COM
IEV
0.18%
EUROPE ETF
ETN
0.18%
SHS
INTC
0.18%
COM
IJH
0.17%
CORE S&P MCP ETF
TGT
0.16%
COM
BRK.A
0.15%
CL A
PM
0.15%
COM
EOG
0.15%
COM
VRTX
0.15%
COM
XLV
0.14%
SBI HEALTHCARE
STT
0.14%
COM
SWK
0.14%
COM
IBM
0.14%
COM
TBT
0.13%
PSHS ULTSH 20YRS
MO
0.13%
COM
SPY
0.13%
TR UNIT
SNA
0.12%
COM
T
0.12%
COM
IJR
0.12%
CORE S&P SCP ETF
C
0.12%
COM NEW
RDS/A
0.11%
SPONS ADR A
CW
0.1%
COM
MMM
0.1%
COM
SCPB
0.1%
BARC SHT TR CP
MRK
0.1%
COM
SUB
0.09%
SHT NTLAMTFR ETF
NVDA
0.09%
COM
IYW
0.09%
U.S. TECH ETF
UHT
0.09%
SH BEN INT
PANW
0.08%
COM
ADP
0.08%
COM
XLK
0.08%
TECHNOLOGY
VZ
0.08%
COM
ADBE
0.08%
COM
DOV
0.08%
COM
PFF
0.08%
U.S. PFD STK ETF
BRKL
0.07%
COM
IPGP
0.07%
COM
PGF
0.07%
FINL PFD ETF
LLY
0.07%
COM
EPD
0.07%
COM
TBF
0.07%
SHRT 20+YR TRE
ISRG
0.07%
COM NEW
HOLX
0.07%
COM
XLY
0.06%
SBI CONS DISCR
RRC
0.06%
COM
XLI
0.06%
SBI INT-INDS
FB
0.06%
CL A
SDOG
0.06%
SECTR DIV DOGS
COST
0.06%
COM
ALGN
0.05%
COM
NLSN
0.05%
SHS EUR
UNH
0.05%
COM
CVX
0.05%
COM
GD
0.05%
COM
IJS
0.05%
SP SMCP600VL ETF
PH
0.05%
COM
AMZN
0.05%
COM
MSI
0.05%
COM NEW
EUFN
0.04%
MSCI EURO FL ETF
EMR
0.04%
COM
LH
0.04%
COM NEW
EEP
0.04%
COM
IJJ
0.04%
S&P MC 400VL ETF
BCS/PD
0.04%
ADR PFD SR 5
VCR
0.04%
CONSUM DIS ETF
MDY
0.04%
UTSER1 S&PDCRP
UAA
0.04%
CL A
DE
0.04%
COM
DUK
0.04%
COM NEW
CMS
0.03%
COM
BIDU
0.03%
SPON ADR REP A
IVOO
0.03%
MIDCP 400 IDX
EPP
0.03%
MSCI PAC JP ETF
RTN
0.03%
COM NEW
EIX
0.03%
COM
CPRT
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
MSEX
0.03%
COM
MZOR
0.03%
SPONSORED ADS
PYPL
0.03%
COM
ED
0.03%
COM
XLU
0.03%
SBI INT-UTILS
AWK
0.03%
COM
BNS
0.03%
COM
IGHG
0.03%
INVT INT RT HG
RJF
0.03%
COM
WAT
0.03%
COM
KHC
0.03%
COM
MMLP
0.03%
UNIT L P INT
XLP
0.03%
SBI CONS STPLS
DTE
0.03%
COM
VIS
0.03%
INDUSTRIAL ETF
LOW
0.03%
COM
AIG
0.03%
COM NEW
ZMH
0.02%
COM
TRV
0.02%
COM
GVI
0.02%
INTRM GOV/CR ETF
XLB
0.02%
SBI MATERIALS
WMT
0.02%
COM
MDT
0.02%
SHS
COF
0.02%
COM
XLRE
0.02%
RL EST SEL SEC
FVD
0.02%
SHS
EV
0.02%
COM NON VTG
PCAR
0.02%
COM
OKE
0.02%
COM
CB
0.02%
COM
DWDP
0.02%
COM
CERN
0.02%
COM
COP
0.02%
COM
THG
0.02%
COM
DIS
0.02%
COM DISNEY
BABA
0.02%
SPONSORED ADS
APY
0.02%
COM
ES
0.02%
COM
BA
0.02%
COM
AZO
0.02%
COM
FBT
0.02%
NY ARCA BIOTECH
COR
0.02%
COM
VTI
0.02%
TOTAL STK MKT
IIM
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
SHY
0.02%
1-3 YR TR BD ETF
CAT
0.02%
COM
BP
0.02%
SPONSORED ADR
PX
0.02%
COM
DXC
0.01%
COM
HBI
0.01%
COM
HON
0.01%
COM
KO
0.01%
COM
AXP
0.01%
COM
UL
0.01%
SPON ADR NEW
ETR
0.01%
COM
MET
0.01%
COM
GHC
0.01%
COM
BLNK
0.01%
COM
CTL
0.01%
COM
MCD
0.01%
COM
SIVB
0.01%
COM
USLB
0.01%
RUSEL 1000 LOW
ILMN
0.01%
COM
SYY
0.01%
COM
ROP
0.01%
COM
IDLB
0.01%
FTSE INTL LOW
SPN
0.01%
COM
CINF
0.01%
COM
ALL
0.01%
COM
ANSS
0.01%
COM
WB
0.01%
SPONSORED ADR
IJK
0.01%
S&P MC 400GR ETF
LMT
0.01%
COM
CWAY
0.01%
COM
XEL
0.01%
COM
CDK
0.01%
COM
QTEC
0.01%
SHS
PSX
0.01%
COM
FAST
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
CTWS
0.01%
COM
SJM
0.01%
COM NEW
KAR
0.01%
COM
DGX
0.01%
COM
CABO
0.01%
COM
TGP
0.01%
PRTNRSP UNITS
BPL
0.01%
UNIT LTD PARTN
TRVN
0.01%
COM
VDC
0.01%
CONSUM STP ETF
SEIC
0.01%
COM
JKHY
0.01%
COM
EVT
0.01%
COM
TDTT
0.01%
IBOXX 3R TARGT
CSX
0.01%
COM
NSC
0.01%
COM
ST
0.01%
SHS
IWD
0.01%
RUS 1000 VAL ETF
DVY
0.01%
SELECT DIVID ETF
CTSH
0.01%
CL A
GLD
0.01%
GOLD SHS
IYZ
0.01%
U.S. TELECOM ETF
BK
0.01%
COM
WTR
0.01%
COM
MTUM
0.01%
MSCI USAMOMFCT
TSLA
0.01%
COM
SIRI
0.01%
COM
ABT
0.01%
COM
ARNC
0.01%
COM
DIA
0.01%
UT SER 1
KN
0.01%
COM
PEG
0.01%
COM
NOC
0.01%
COM
CA
0.01%
COM
TDY
0.01%
COM
PRF
0.01%
FTSE RAFI 1000
HAL
0.01%
COM
USMV
0.01%
USA MIN VOL ETF
WSO
0.01%
COM
SAM
0.01%
CL A
TXT
0.01%
COM
LDP
0.01%
COM
ADRE
0.01%
EMGRING MKTS50
OMC
0.01%
COM
ESRX
0.01%
COM
GGG
0.01%
COM
BAX
0.01%
COM
OSK
0.01%
COM
CNQ
0.01%
COM
NUE
0.01%
COM
TRI
0.01%
COM
CONE
0.01%
COM
BAC/PL
0.01%
7.25%CNV PFD L
NTRS
< 0.01%
COM
HCHC
< 0.01%
COM
RCI
< 0.01%
CL B
DY
< 0.01%
COM
MAR
< 0.01%
CL A
X
< 0.01%
COM
SYK
< 0.01%
COM
GIS
< 0.01%
COM
BIP
< 0.01%
LP INT UNIT
AER
< 0.01%
SHS
AEP
< 0.01%
COM
NFLX
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
SBOW
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
SDIV
< 0.01%
GLB X SUPERDIV
S
< 0.01%
COM SER 1
RHP
< 0.01%
COM
HBC/PA
< 0.01%
ADR A 1/40PF A
BMY
< 0.01%
COM
BSV
< 0.01%
SHORT TRM BOND
SRE
< 0.01%
COM
AA
< 0.01%
COM
IJT
< 0.01%
SP SMCP600GR ETF
CRM
< 0.01%
COM
SPH
< 0.01%
UNIT LTD PARTN
SO
< 0.01%
COM
GEM
< 0.01%
ACTIVEBETA EME
NICE
< 0.01%
SPONSORED ADR
FIS
< 0.01%
COM
STZ
< 0.01%
CL A
HMN
< 0.01%
COM
BLK
< 0.01%
COM
PNC
< 0.01%
COM
OGE
< 0.01%
COM
HBB
< 0.01%
CL A
COL
< 0.01%
COM
CHY
< 0.01%
COM SHS
VGT
< 0.01%
INF TECH ETF
FNF
< 0.01%
COM
VIRT
< 0.01%
CL A
NBL
< 0.01%
COM
AX
< 0.01%
COM
RDC
< 0.01%
SHS CL A
AERI
< 0.01%
COM
CGW
< 0.01%
S&P GBL WATER
EQT
< 0.01%
COM
TOL
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
SNE
< 0.01%
ADR NEW
NTAP
< 0.01%
COM
NEM
< 0.01%
COM
JNK
< 0.01%
BRC HGH YLD BD
HYG
< 0.01%
IBOXX HI YD ETF
THO
< 0.01%
COM
HPF
< 0.01%
COM
TOO
< 0.01%
PARTNERSHIP UN
PPG
< 0.01%
COM
XYL
< 0.01%
COM
IDU
< 0.01%
U.S. UTILITS ETF
PEN
< 0.01%
COM
UPS
< 0.01%
CL B
MAS
< 0.01%
COM
FDT
< 0.01%
DEV MRK EX US
GBDC
< 0.01%
COM
EBAY
< 0.01%
COM
CMI
< 0.01%
COM
ITW
< 0.01%
COM
MTB
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
MS
< 0.01%
COM NEW
BIV
< 0.01%
INTERMED TERM
BTZ
< 0.01%
COM
NAVI
< 0.01%
COM
CC
< 0.01%
COM
VRNT
< 0.01%
COM
IWB
< 0.01%
RUS 1000 ETF
BHP
< 0.01%
SPONSORED ADR
UHS
< 0.01%
CL B
PRSP
< 0.01%
COM
EEMV
< 0.01%
EM MK MINVOL ETF
ARCC
< 0.01%
COM
BR
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
GBX
< 0.01%
COM
CEF
< 0.01%
UNIT
OAK
< 0.01%
UNIT 99/99/9999
MLCO
< 0.01%
ADR
IWS
< 0.01%
RUS MDCP VAL ETF
REGN
< 0.01%
COM
WM
< 0.01%
COM
LLL
< 0.01%
COM
STWD
< 0.01%
COM
SLM
< 0.01%
COM
PSTG
< 0.01%
CL A
NUAN
< 0.01%
COM
WPC
< 0.01%
COM
MOS
< 0.01%
COM
SWKS
< 0.01%
COM
GMM
< 0.01%
EMERG MKTS ETF
HTA
< 0.01%
CL A NEW
DLR
< 0.01%
COM
EVN
< 0.01%
SH BEN INT
SFE
< 0.01%
COM NEW
APD
< 0.01%
COM
VUG
< 0.01%
GROWTH ETF
KKR
< 0.01%
CL A
MPC
< 0.01%
COM
K
< 0.01%
COM
DVMT
< 0.01%
COM CL V
PGR
< 0.01%
COM
VAR
< 0.01%
COM
APA
< 0.01%
COM
SDY
< 0.01%
S&P DIVID ETF
TMUS
< 0.01%
COM
IBN
< 0.01%
ADR
IAU
< 0.01%
ISHARES
LQD
< 0.01%
IBOXX INV CP ETF
IXJ
< 0.01%
GLOB HLTHCRE ETF
MIDD
< 0.01%
COM
AVNS
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
SBUX
< 0.01%
COM
TRIP
< 0.01%
COM
GIM
< 0.01%
COM
ACM
< 0.01%
COM
EEMS
< 0.01%
EM MKT SM-CP ETF
XLNX
< 0.01%
COM
BHGE
< 0.01%
CL A
BKNG
< 0.01%
COM
IVW
< 0.01%
S&P 500 GRWT ETF
TCP
< 0.01%
UT COM LTD PRT
VLY
< 0.01%
COM
HOG
< 0.01%
COM
FDX
< 0.01%
COM
UA/C
< 0.01%
CL C
VSTO
< 0.01%
COM
TSCO
< 0.01%
COM
PRGO
< 0.01%
SHS
D
< 0.01%
COM
OPHT
< 0.01%
COM
BOON
< 0.01%
NYSE PICKENS
NOV
< 0.01%
COM
PICO
< 0.01%
COM NEW
NWL
< 0.01%
COM
EFII
< 0.01%
COM
NVS
< 0.01%
SPONSORED ADR
ICE
< 0.01%
COM
VMO
< 0.01%
COM
VREX
< 0.01%
COM
ECA
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
WMB
< 0.01%
COM
MHK
< 0.01%
COM
NI
< 0.01%
COM
KDP
< 0.01%
COM
TEVA
< 0.01%
ADR
GLW
< 0.01%
COM
ITM
< 0.01%
AMT FREE INT ETF
CFI
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
CBL
< 0.01%
COM
ABX
< 0.01%
COM
SAN
< 0.01%
ADR
GSS
< 0.01%
COM
NE
< 0.01%
SHS USD
MTSI
< 0.01%
COM
UFI
< 0.01%
COM NEW
NWSA
< 0.01%
CL A
RWR
< 0.01%
DJ REIT ETF
TMDI
< 0.01%
COM NEW
AAL
< 0.01%
COM
XME
< 0.01%
S&P METALS MNG
BHF
< 0.01%
COM
VSM
< 0.01%
COM
FTR
< 0.01%
COM NEW
OIA
< 0.01%
COM
PJT
< 0.01%
COM CL A
GCVRZ
< 0.01%
RIGHT 12/31/2020
DDD
< 0.01%
COM NEW
UNG
< 0.01%
UNIT PAR
AMBT
< 0.01%
COM NEW
CRC
< 0.01%
COM NEW
DXYN
< 0.01%
CL A
MNK
< 0.01%
SHS
ASIX
< 0.01%
COM
ARCH
< 0.01%
CL A
SCCO
< 0.01%
COM
VST
< 0.01%
COM
AET
0.09%
COM
PLAINS G...
0.07%
STOCK
LNC
0.04%
COM
FMC
0.03%
COM NEW
SBNY
0.02%
COM
SQ
0.02%
CL A
NMIH
0.01%
CL A
MGA
0.01%
COM
ENVA
0.01%
COM
SNAP
< 0.01%
CL A
ETP
< 0.01%
UNIT LTD PRT INT
SFL
< 0.01%
SHS
SPAR
< 0.01%
COM
VLO
< 0.01%
COM
DPS
< 0.01%
COM
W P CARE...
< 0.01%
REIT
CIU
< 0.01%
INTERM CR BD ETF
BOFI
< 0.01%
COM
NLY
< 0.01%
COM
XL
< 0.01%
COM
AGZ
< 0.01%
AGENCY BOND ETF
WPZ
< 0.01%
COM UNIT LTD PAR