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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
99
34
32
5
13
1
59
26
20
ENDURANCE WEALTH MANAGEMENT INC

Time Period2018-06-30

Total Holdings500

Total Value ($x1000)606,359
Activities
New24

Increased44

Unchanged310

Decreased122

Sold Out47

Top 10 Stock Holdingstotal 29.44%
KMI4.42

EFA4.3

QCOM3.38

CSJ3.37

MTD2.55

 
OLED2.37

HD2.34

EW2.27

JPM2.23

BAC2.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KMI
4.42%
COM
EFA
4.3%
MSCI EAFE ETF
QCOM
3.38%
COM
CSJ
3.37%
1-3 YR CR BD ETF
MTD
2.55%
COM
OLED
2.37%
COM
HD
2.34%
COM
EW
2.27%
COM
JPM
2.23%
COM
BAC
2.21%
COM
AKAM
2.2%
COM
TMO
2.18%
COM
AAPL
2.18%
COM
HBAN
1.99%
COM
CMCSA
1.9%
CL A
DVYE
1.75%
EM MKTS DIV ETF
OXY
1.71%
COM
STAG
1.7%
COM
INDB
1.65%
COM
XOM
1.43%
COM
BIG
1.37%
COM
VOO
1.35%
SHS
ABBV
1.33%
COM
DHR
1.27%
COM
ORCL
1.26%
COM
CHD
1.18%
COM
SLB
1.07%
COM
PFE
1.05%
COM
NXPI
1.04%
COM
AMGN
1.03%
COM
CSCO
1.02%
COM
WY
1.02%
COM
PEP
1.01%
COM
MFC
0.94%
COM
WASH
0.91%
COM
NEE
0.9%
COM
HAS
0.88%
COM
MDLZ
0.86%
CL A
GOOGL
0.82%
CAP STK CL A
MUB
0.8%
NAT AMT FREE BD
VB
0.8%
SMALL CP ETF
VO
0.77%
MID CAP ETF
PWR
0.76%
COM
CVS
0.76%
COM
APC
0.75%
COM
JNJ
0.75%
COM
DNR
0.7%
COM NEW
VHT
0.67%
HEALTH CAR ETF
EEM
0.66%
MSCI EMG MKT ETF
MLNX
0.64%
SHS
JEC
0.62%
COM
IR
0.6%
SHS
DVN
0.6%
COM
BOTZ
0.55%
RBTCS ARTFL IN
USB
0.54%
COM NEW
XLE
0.53%
SBI INT-ENERGY
ROBO
0.48%
ROBO STX GLB ETF
AGN
0.45%
SHS
V
0.45%
COM CL A
WFC
0.44%
COM
DM
0.44%
COM UT REP LTD
QQQ
0.43%
UNIT SER 1
MSFT
0.41%
COM
CL
0.4%
COM
FRC
0.38%
COM
FTV
0.37%
COM
ECL
0.37%
COM
TJX
0.36%
COM
CNI
0.35%
COM
UNP
0.34%
COM
IVV
0.34%
CORE S&P500 ETF
HRB
0.33%
COM
UTX
0.32%
COM
EQM
0.31%
UNIT LTD PARTN
PG
0.29%
COM
GE
0.27%
COM
KMB
0.27%
COM
PAA
0.26%
UNIT LTD PARTN
GILD
0.26%
COM
GS
0.26%
COM
BIIB
0.25%
COM
WBA
0.24%
COM
CELG
0.24%
COM
ARMK
0.23%
COM
KMPR
0.22%
COM
MMP
0.22%
COM UNIT RP LP
XLF
0.21%
SBI INT-FINL
AVGO
0.2%
COM
INTC
0.2%
COM
GOOG
0.19%
CAP STK CL C
IEV
0.19%
EUROPE ETF
AB
0.19%
UNIT LTD PARTN
BRK.B
0.19%
CL B NEW
IJH
0.17%
CORE S&P MCP ETF
FLIR
0.17%
COM
ETN
0.17%
SHS
NLSN
0.16%
SHS EUR
PM
0.16%
COM
EOG
0.15%
COM
TGT
0.15%
COM
STT
0.15%
COM
XLV
0.14%
SBI HEALTHCARE
BRK.A
0.14%
CL A
SPY
0.14%
TR UNIT
VRTX
0.14%
COM
IBM
0.13%
COM
SWK
0.13%
COM
TBT
0.13%
PSHS ULTSH 20YRS
MO
0.13%
COM
IJR
0.12%
CORE S&P SCP ETF
T
0.12%
COM
RDS/A
0.12%
SPONS ADR A
C
0.11%
COM NEW
SNA
0.11%
COM
SCPB
0.1%
BARC SHT TR CP
SUB
0.1%
SHT NTLAMTFR ETF
MMM
0.1%
COM
CW
0.09%
COM
AET
0.09%
COM
BRKL
0.09%
COM
MRK
0.09%
COM
EPD
0.08%
COM
PANW
0.08%
COM
IYW
0.08%
U.S. TECH ETF
PFF
0.08%
U.S. PFD STK ETF
VZ
0.08%
COM
XLK
0.08%
TECHNOLOGY
UHT
0.08%
SH BEN INT
ADP
0.08%
COM
PGF
0.08%
FINL PFD ETF
NVDA
0.07%
COM
ADBE
0.07%
COM
FB
0.07%
CL A
PLAINS G...
0.07%
STOCK
HOLX
0.07%
COM
TBF
0.07%
SHRT 20+YR TRE
DOV
0.07%
COM
RRC
0.06%
COM
XLI
0.06%
SBI INT-INDS
CPRT
0.06%
COM
ISRG
0.06%
COM NEW
LLY
0.06%
COM
SDOG
0.06%
SECTR DIV DOGS
CVX
0.05%
COM
XLY
0.05%
SBI CONS DISCR
COST
0.05%
COM
UNH
0.05%
COM
ALGN
0.05%
COM
IJS
0.05%
SP SMCP600VL ETF
GD
0.05%
COM
BIDU
0.04%
SPON ADR REP A
LH
0.04%
COM NEW
EUFN
0.04%
MSCI EURO FL ETF
MSI
0.04%
COM NEW
PH
0.04%
COM
EEP
0.04%
COM
AMZN
0.04%
COM
UAA
0.04%
CL A
IJJ
0.04%
S&P MC 400VL ETF
LNC
0.04%
COM
BCS/PD
0.04%
ADR PFD SR 5
EMR
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
DUK
0.04%
COM NEW
EPP
0.04%
MSCI PAC JP ETF
VCR
0.04%
CONSUM DIS ETF
IVOO
0.04%
MIDCP 400 IDX
CMS
0.04%
COM
DE
0.03%
COM
ED
0.03%
COM
KHC
0.03%
COM
RTN
0.03%
COM NEW
EIX
0.03%
COM
MMLP
0.03%
UNIT L P INT
XLU
0.03%
SBI INT-UTILS
PYPL
0.03%
COM
BABA
0.03%
SPONSORED ADS
AWK
0.03%
COM
FMC
0.03%
COM NEW
IBB
0.03%
NASDQ BIOTEC ETF
WAT
0.03%
COM
XLP
0.03%
SBI CONS STPLS
GVI
0.03%
INTRM GOV/CR ETF
BNS
0.03%
COM
IGHG
0.03%
INVT INT RT HG
RJF
0.03%
COM
XLB
0.03%
SBI MATERIALS
MSEX
0.03%
COM
AIG
0.03%
COM NEW
DTE
0.03%
COM
VIS
0.02%
INDUSTRIAL ETF
TRV
0.02%
COM
XLRE
0.02%
RL EST SEL SEC
MZOR
0.02%
SPONSORED ADS
COF
0.02%
COM
OKE
0.02%
COM
EV
0.02%
COM NON VTG
WMT
0.02%
COM
LOW
0.02%
COM
ZMH
0.02%
COM
DWDP
0.02%
COM
SBNY
0.02%
COM
MDT
0.02%
SHS
CB
0.02%
COM
PCAR
0.02%
COM
SQ
0.02%
CL A
THG
0.02%
COM
CERN
0.02%
COM
COP
0.02%
COM
HBI
0.02%
COM
ES
0.02%
COM
DIS
0.02%
COM DISNEY
COR
0.02%
COM
IIM
0.02%
COM
BA
0.02%
COM
SPN
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
PX
0.02%
COM
BP
0.02%
SPONSORED ADR
AZO
0.02%
COM
WB
0.01%
SPONSORED ADR
CAT
0.01%
COM
UL
0.01%
SPON ADR NEW
GHC
0.01%
COM
ETR
0.01%
COM
KO
0.01%
COM
AXP
0.01%
COM
NMIH
0.01%
CL A
DXC
0.01%
COM
MET
0.01%
COM
IDLB
0.01%
FTSE INTL LOW
HON
0.01%
COM
MCD
0.01%
COM
IJK
0.01%
S&P MC 400GR ETF
USLB
0.01%
RUSEL 1000 LOW
SIVB
0.01%
COM
SYY
0.01%
COM
ROP
0.01%
COM
CDK
0.01%
COM
CTL
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
ANSS
0.01%
COM
ILMN
0.01%
COM
PSX
0.01%
COM
ALL
0.01%
COM
SJM
0.01%
COM NEW
TSLA
0.01%
COM
CWAY
0.01%
COM
XEL
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
CINF
0.01%
COM
DGX
0.01%
COM
CTWS
0.01%
COM
SEIC
0.01%
COM
GLD
0.01%
GOLD SHS
HAL
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
TDTT
0.01%
IBOXX 3R TARGT
LMT
0.01%
COM
KAR
0.01%
COM
VDC
0.01%
CONSUM STP ETF
BK
0.01%
COM
MGA
0.01%
COM
EVT
0.01%
COM
IYZ
0.01%
U.S. TELECOM ETF
FAST
0.01%
COM
SIRI
0.01%
COM
CTSH
0.01%
CL A
ST
0.01%
SHS
DVY
0.01%
SELECT DIVID ETF
CABO
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
WTR
0.01%
COM
JKHY
0.01%
COM
CSX
0.01%
COM
PEG
0.01%
COM
MTUM
0.01%
MSCI USAMOMFCT
NOC
0.01%
COM
KN
0.01%
COM
SAM
0.01%
CL A
PRF
0.01%
FTSE RAFI 1000
LDP
0.01%
COM
WSO
0.01%
COM
TRVN
0.01%
COM
ABT
0.01%
COM
OMC
0.01%
COM
USMV
0.01%
USA MIN VOL ETF
ADRE
0.01%
EMGRING MKTS50
ARNC
0.01%
COM
TDY
0.01%
COM
TXT
0.01%
COM
IPGP
0.01%
COM
DIA
0.01%
UT SER 1
CA
0.01%
COM
GGG
0.01%
COM
NSC
0.01%
COM
ENVA
0.01%
COM
BAX
0.01%
COM
CNQ
0.01%
COM
ESRX
0.01%
COM
OSK
0.01%
COM
X
0.01%
COM
GIS
0.01%
COM
NTRS
0.01%
COM
NUE
0.01%
COM
BAC/PL
0.01%
7.25%CNV PFD L
AA
< 0.01%
COM
SYK
< 0.01%
COM
CONE
< 0.01%
COM
HBB
< 0.01%
CL A
BIP
< 0.01%
LP INT UNIT
HCHC
< 0.01%
COM
NFLX
< 0.01%
COM
RCI
< 0.01%
CL B
MAR
< 0.01%
CL A
AEP
< 0.01%
COM
TRI
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
VIRT
< 0.01%
CL A
HBC/PA
< 0.01%
ADR A 1/40PF A
AER
< 0.01%
SHS
SDIV
< 0.01%
GLB X SUPERDIV
SRE
< 0.01%
COM
S
< 0.01%
COM SER 1
BLNK
< 0.01%
COM
SO
< 0.01%
COM
BSV
< 0.01%
SHORT TRM BOND
ACN
< 0.01%
SHS CLASS A
RHP
< 0.01%
COM
IJT
< 0.01%
SP SMCP600GR ETF
SPH
< 0.01%
UNIT LTD PARTN
BLK
< 0.01%
COM
GEM
< 0.01%
ACTIVEBETA EME
BMY
< 0.01%
COM
FIS
< 0.01%
COM
EQT
< 0.01%
COM
HMN
< 0.01%
COM
STZ
< 0.01%
CL A
COL
< 0.01%
COM
NEM
< 0.01%
COM
NBL
< 0.01%
COM
OGE
< 0.01%
COM
NICE
< 0.01%
SPONSORED ADR
PNC
< 0.01%
COM
SNAP
< 0.01%
CL A
FNF
< 0.01%
COM
AERI
< 0.01%
COM
TOL
< 0.01%
COM
SNE
< 0.01%
ADR NEW
CHY
< 0.01%
COM SHS
DY
< 0.01%
COM
ETP
< 0.01%
UNIT LTD PRT INT
TOO
< 0.01%
PARTNERSHIP UN
SFL
< 0.01%
SHS
VGT
< 0.01%
INF TECH ETF
CGW
< 0.01%
S&P GBL WATER
HYG
< 0.01%
IBOXX HI YD ETF
EBAY
< 0.01%
COM
K
< 0.01%
COM
PPG
< 0.01%
COM
CMI
< 0.01%
COM
JNK
< 0.01%
BRC HGH YLD BD
NTAP
< 0.01%
COM
HPF
< 0.01%
COM
MLCO
< 0.01%
ADR
MTB
< 0.01%
COM
IDU
< 0.01%
U.S. UTILITS ETF
GBDC
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
MAS
< 0.01%
COM
CC
< 0.01%
COM
SPAR
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
MS
< 0.01%
COM NEW
BIV
< 0.01%
INTERMED TERM
PEN
< 0.01%
COM
ITW
< 0.01%
COM
LLL
< 0.01%
COM
VLO
< 0.01%
COM
BTZ
< 0.01%
COM
BHP
< 0.01%
SPONSORED ADR
XYL
< 0.01%
COM
UPS
< 0.01%
CL B
EEMV
< 0.01%
EM MK MINVOL ETF
CEF
< 0.01%
UNIT
NAVI
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
DPS
< 0.01%
COM
IWB
< 0.01%
RUS 1000 ETF
SFE
< 0.01%
COM NEW
ARCC
< 0.01%
COM
OAK
< 0.01%
UNIT 99/99/9999
BR
< 0.01%
COM
GBX
< 0.01%
COM
SLM
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
STWD
< 0.01%
COM
VRNT
< 0.01%
COM
UHS
< 0.01%
CL B
W P CARE...
< 0.01%
REIT
PRSP
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
PSTG
< 0.01%
CL A
SWKS
< 0.01%
COM
WM
< 0.01%
COM
REGN
< 0.01%
COM
EVN
< 0.01%
SH BEN INT
DLR
< 0.01%
COM
GMM
< 0.01%
EMERG MKTS ETF
HTA
< 0.01%
CL A NEW
APD
< 0.01%
COM
NUAN
< 0.01%
COM
MOS
< 0.01%
COM
VAR
< 0.01%
COM
BOFI
< 0.01%
COM
DVMT
< 0.01%
COM CL V
TGP
< 0.01%
PRTNRSP UNITS
IBN
< 0.01%
ADR
IAU
< 0.01%
ISHARES
MPC
< 0.01%
COM
APA
< 0.01%
COM
KKR
< 0.01%
VUG
< 0.01%
GROWTH ETF
NLY
< 0.01%
COM
PGR
< 0.01%
COM
HOG
< 0.01%
COM
AGZ
< 0.01%
AGENCY BOND ETF
TRIP
< 0.01%
COM
SDY
< 0.01%
S&P DIVID ETF
TMUS
< 0.01%
COM
XL
< 0.01%
COM
LQD
< 0.01%
IBOXX INV CP ETF
IXJ
< 0.01%
GLOB HLTHCRE ETF
CCL
< 0.01%
PAIRED CTF
EEMS
< 0.01%
EM MKT SM-CP ETF
ACM
< 0.01%
COM
BHGE
< 0.01%
CL A
MIDD
< 0.01%
COM
SBUX
< 0.01%
COM
GIM
< 0.01%
COM
HALYARD ...
< 0.01%
STOCK
UA/C
< 0.01%
CL C
VREX
< 0.01%
COM
FDX
< 0.01%
COM
IVW
< 0.01%
S&P 500 GRWT ETF
TMDI
< 0.01%
COM NEW
TSCO
< 0.01%
COM
PRGO
< 0.01%
SHS
BKNG
< 0.01%
COM
XLNX
< 0.01%
COM
VLY
< 0.01%
COM
OPHT
< 0.01%
COM
BOON
< 0.01%
NYSE PICKENS
VSTO
< 0.01%
COM
D
< 0.01%
COM
ECA
< 0.01%
COM
EFII
< 0.01%
COM
VMO
< 0.01%
COM
ICE
< 0.01%
COM
NOV
< 0.01%
COM
NI
< 0.01%
COM
NWL
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
NVS
< 0.01%
SPONSORED ADR
TCP
< 0.01%
UT COM LTD PRT
ABX
< 0.01%
COM
CBL
< 0.01%
COM
PICO
< 0.01%
COM NEW
ITM
< 0.01%
AMT FREE INT ETF
WPZ
< 0.01%
COM UNIT LTD PAR
NWSA
< 0.01%
CL A
CFI
< 0.01%
COM
TEVA
< 0.01%
ADR
MHK
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
SAN
< 0.01%
ADR
GSS
< 0.01%
COM
NE
< 0.01%
SHS USD
VSM
< 0.01%
COM
XME
< 0.01%
S&P METALS MNG
UFI
< 0.01%
COM NEW
RWR
< 0.01%
DJ REIT ETF
MTSI
< 0.01%
COM
AAL
< 0.01%
COM
GLW
< 0.01%
COM
BHF
< 0.01%
COM
ASIX
< 0.01%
COM
UNG
< 0.01%
UNIT PAR
SCCO
< 0.01%
COM
VST
< 0.01%
COM
DDD
< 0.01%
COM NEW
AMBT
< 0.01%
COM NEW
FTR
< 0.01%
COM NEW
GCVRZ
< 0.01%
RIGHT 12/31/2020
MNK
< 0.01%
SHS
PJT
< 0.01%
COM CL A
CRC
< 0.01%
COM NEW
ARCH
< 0.01%
CL A
OIA
< 0.01%
COM
DXYN
< 0.01%
CL A
QQQ
0.42%
UNIT SER 1
PGF
0.08%
FINL PFD PTFL
PAGP
0.07%
LTD PARTNR INT A
MON
0.05%
COM
FL
0.04%
COM
TACO
0.03%
COM
TWX
0.02%
COM NEW
FBHS
0.02%
COM
IDLB
0.01%
FTSE INTL LOW
USLB
0.01%
RUSEL 1000 LOW
BIT
0.01%
COM
UGI
0.01%
COM
USEQ
0.01%
RUSEL 1000 ENH
NOVT
0.01%
COM
DFS
0.01%
COM
CARA
0.01%
COM
CGW
0.01%
GUGG S&P GBL WTR
ADRE
0.01%
EMER MK 50 ADR
BMO
0.01%
COM
PRF
0.01%
FTSE RAFI 1000
CSRA
0.01%
COM
ERI
0.01%
COM
AON
0.01%
SHS CL A
EBND
< 0.01%
BRCLY EM LOCL
DXJ
< 0.01%
JAPN HEDGE EQT
F
< 0.01%
COM PAR $0.01
LC
< 0.01%
COM
BEN
< 0.01%
COM
VGLT
< 0.01%
LONG-TERM GOV
BBK
< 0.01%
COM
VWO
< 0.01%
FTSE EMR MKT ETF
VNQ
< 0.01%
REIT ETF
ARW
< 0.01%
COM
COHR
< 0.01%
COM
ENB
< 0.01%
COM
OA
< 0.01%
COM
AFL
< 0.01%
COM
CBS
< 0.01%
CL B
WPC
< 0.01%
COM
BKI
< 0.01%
COM
KKR
< 0.01%
COM UNITS
INVH
< 0.01%
COM
HYH
< 0.01%
COM
VFC
< 0.01%
COM
AMLP
< 0.01%
ALERIAN MLP
DYN
< 0.01%
COM
GV
< 0.01%
COM