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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
102
35
34
6
13
3
63
27
20
ENDURANCE WEALTH MANAGEMENT INC

Time Period2018-03-31

Total Holdings523

Total Value ($x1000)595,040
Activities
New36

Increased60

Unchanged310

Decreased117

Sold Out33

Top 10 Stock Holdingstotal 28.94%
KMI3.87

EFA3.87

QCOM3.52

CSJ3.3

OLED2.57

 
MTD2.51

JPM2.47

BAC2.33

EW2.27

TMO2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KMI
3.87%
COM
EFA
3.87%
MSCI EAFE ETF
QCOM
3.52%
COM
CSJ
3.3%
1-3 YR CR BD ETF
OLED
2.57%
COM
MTD
2.51%
COM
JPM
2.47%
COM
BAC
2.33%
COM
EW
2.27%
COM
TMO
2.23%
COM
HD
2.21%
COM
AKAM
2.19%
COM
HBAN
2.1%
COM
AAPL
2.08%
COM
CMCSA
2.06%
CL A
DVYE
1.94%
EM MKTS DIV ETF
VOO
1.8%
SHS
STAG
1.56%
COM
INDB
1.53%
COM
BIG
1.48%
COM
XOM
1.4%
COM
ABBV
1.4%
COM
OXY
1.36%
COM
ORCL
1.36%
COM
DHR
1.3%
COM
PEP
1.08%
COM
PFE
1.07%
COM
CSCO
1.06%
COM
CHD
1.03%
COM
NXPI
1.02%
COM
SLB
1.02%
COM
MDLZ
1%
CL A
WY
0.98%
COM
AMGN
0.98%
COM
NEE
0.94%
COM
WASH
0.86%
COM
JNJ
0.82%
COM
MUB
0.82%
NAT AMT FREE BD
HAS
0.78%
COM
GOOGL
0.77%
CAP STK CL A
VB
0.77%
SMALL CP ETF
CVS
0.77%
COM
VO
0.77%
MID CAP ETF
EEM
0.73%
MSCI EMG MKT ETF
PWR
0.72%
COM
VHT
0.66%
HEALTH CAR ETF
APC
0.64%
COM
IR
0.62%
SHS
MLNX
0.61%
SHS
BOTZ
0.59%
RBTCS ARTFL IN
DM
0.56%
COM UT REP LTD
MFC
0.55%
COM
USB
0.54%
COM NEW
AGN
0.5%
SHS
ROBO
0.49%
ROBO STX GLB ETF
PG
0.48%
COM
XLE
0.48%
SBI INT-ENERGY
JEC
0.47%
COM
CL
0.45%
COM
WFC
0.43%
COM
HRB
0.43%
COM
QQQ
0.42%
UNIT SER 1
DVN
0.42%
COM
V
0.41%
COM CL A
DNR
0.4%
COM NEW
FTV
0.4%
COM
MSFT
0.39%
COM
EQM
0.39%
UNIT LTD PARTN
FRC
0.37%
COM
ECL
0.37%
COM
TJX
0.33%
COM
UNP
0.33%
COM
UTX
0.33%
COM
GE
0.32%
COM
CNI
0.32%
COM
GS
0.31%
COM
KMB
0.3%
COM
GILD
0.3%
COM
CELG
0.29%
COM
IVV
0.28%
CORE S&P500 ETF
WBA
0.27%
COM
ARMK
0.26%
COM
PAA
0.25%
UNIT LTD PARTN
BIIB
0.24%
COM
XLF
0.24%
SBI INT-FINL
BRK.B
0.22%
CL B NEW
IEV
0.22%
EUROPE ETF
PM
0.22%
COM
INTC
0.22%
COM
ETN
0.2%
SHS
AB
0.2%
UNIT LTD PARTN
MMP
0.19%
COM UNIT RP LP
NLSN
0.19%
SHS EUR
GOOG
0.18%
CAP STK CL C
PPG
0.17%
COM
KMPR
0.17%
COM
FLIR
0.17%
COM
STT
0.16%
COM
MO
0.16%
COM
SWK
0.16%
COM
BRK.A
0.15%
CL A
IBM
0.15%
COM
XLV
0.15%
SBI HEALTHCARE
IJH
0.14%
CORE S&P MCP ETF
TGT
0.14%
COM
SPY
0.14%
TR UNIT
TBT
0.13%
PSHS ULTSH 20YRS
VRTX
0.13%
COM
EOG
0.13%
COM
T
0.13%
COM
C
0.12%
COM NEW
BROADCOM...
0.12%
STOCK
RDS/A
0.11%
SPONS ADR A
MMM
0.11%
COM
CW
0.11%
COM
SNA
0.1%
COM
SCPB
0.1%
BARC SHT TR CP
SUB
0.1%
SHT NTLAMTFR ETF
DOV
0.09%
COM
AET
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
XLK
0.09%
TECHNOLOGY
VZ
0.08%
COM
PGF
0.08%
FINL PFD PTFL
MRK
0.08%
COM
PFF
0.08%
U.S. PFD STK ETF
IYW
0.08%
U.S. TECH ETF
PANW
0.08%
COM
EPD
0.08%
COM
HOLX
0.08%
COM
BRKL
0.08%
COM
UHT
0.07%
SH BEN INT
NVDA
0.07%
COM
TBF
0.07%
SHRT 20+YR TRE
ADP
0.07%
COM
ADBE
0.07%
COM
UAA
0.07%
CL A
PAGP
0.07%
LTD PARTNR INT A
XLI
0.06%
SBI INT-INDS
COST
0.06%
COM
RRC
0.06%
COM
GD
0.06%
COM
SDOG
0.06%
SECTR DIV DOGS
CVX
0.06%
COM
CPRT
0.05%
COM
MON
0.05%
COM
FB
0.05%
CL A
LLY
0.05%
COM
ISRG
0.05%
COM NEW
EUFN
0.05%
MSCI EURO FL ETF
XLY
0.05%
SBI CONS DISCR
PH
0.05%
COM
IJS
0.05%
SP SMCP600VL ETF
UNH
0.04%
COM
DUK
0.04%
COM NEW
MSI
0.04%
COM NEW
EEP
0.04%
COM
BIDU
0.04%
SPON ADR REP A
BCS/PD
0.04%
ADR PFD SR 5
EMR
0.04%
COM
LH
0.04%
COM NEW
EPP
0.04%
MSCI PAC JP ETF
IJJ
0.04%
S&P MC 400VL ETF
BOFI
0.04%
COM
XLU
0.04%
SBI INT-UTILS
FL
0.04%
COM
CMS
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
ALGN
0.04%
COM
DE
0.04%
COM
RTN
0.04%
COM NEW
IVOO
0.04%
MIDCP 400 IDX
VCR
0.04%
CONSUM DIS ETF
IBB
0.04%
NASDQ BIOTEC ETF
KHC
0.04%
COM
TACO
0.03%
COM
ED
0.03%
COM
EIX
0.03%
COM
BNS
0.03%
COM
GVI
0.03%
INTRM GOV/CR ETF
XLP
0.03%
SBI CONS STPLS
WAT
0.03%
COM
IGHG
0.03%
INVT INT RT HG
DTE
0.03%
COM
AIG
0.03%
COM NEW
AWK
0.03%
COM
RJF
0.03%
COM
SYY
0.03%
COM
XLB
0.03%
SBI MATERIALS
PYPL
0.03%
COM
TRV
0.03%
COM
ES
0.03%
COM
DWDP
0.03%
COM
CAT
0.03%
COM
XLRE
0.03%
RL EST SEL SEC
MZOR
0.03%
SPONSORED ADS
VIS
0.03%
INDUSTRIAL ETF
FMC
0.03%
COM NEW
AMZN
0.03%
COM
MDT
0.03%
SHS
MSEX
0.02%
COM
LNC
0.02%
COM
EV
0.02%
COM NON VTG
COF
0.02%
COM
WMT
0.02%
COM
ZMH
0.02%
COM
CERN
0.02%
COM
BABA
0.02%
SPONSORED ADS
CB
0.02%
COM
PCAR
0.02%
COM
SJM
0.02%
COM NEW
LOW
0.02%
COM
HBI
0.02%
COM
THG
0.02%
COM
OKE
0.02%
COM
MCD
0.02%
COM
TWX
0.02%
COM NEW
IIM
0.02%
COM
FBHS
0.02%
COM
SBUX
0.02%
COM
DIS
0.02%
COM DISNEY
DXC
0.02%
COM
SQ
0.02%
CL A
BA
0.02%
COM
COP
0.02%
COM
NVS
0.02%
SPONSORED ADR
COR
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
KO
0.02%
COM
AZO
0.02%
COM
GHC
0.02%
COM
MMLP
0.02%
UNIT L P INT
UL
0.01%
SPON ADR NEW
PX
0.01%
COM
SPN
0.01%
COM
BP
0.01%
SPONSORED ADR
MET
0.01%
COM
ETR
0.01%
COM
IDLB
0.01%
FTSE INTL LOW
HON
0.01%
COM
AXP
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
CDK
0.01%
COM
ROP
0.01%
COM
USLB
0.01%
RUSEL 1000 LOW
IJK
0.01%
S&P MC 400GR ETF
SEIC
0.01%
COM
CINF
0.01%
COM
ALL
0.01%
COM
BIT
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
LMT
0.01%
COM
CWAY
0.01%
COM
XEL
0.01%
COM
GLD
0.01%
GOLD SHS
BPL
0.01%
UNIT LTD PARTN
UGI
0.01%
COM
HAL
0.01%
COM
FAST
0.01%
COM
CTL
0.01%
COM
ANSS
0.01%
COM
GIS
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
CA
0.01%
COM
TDTT
0.01%
IBOXX 3R TARGT
VDC
0.01%
CONSUM STP ETF
IYZ
0.01%
U.S. TELECOM ETF
CTWS
0.01%
COM
PSX
0.01%
COM
ST
0.01%
SHS
DGX
0.01%
COM
KAR
0.01%
COM
ILMN
0.01%
COM
DIA
0.01%
UT SER 1
CTSH
0.01%
CL A
BK
0.01%
COM
EVT
0.01%
COM
ARNC
0.01%
COM
NOC
0.01%
COM
DVY
0.01%
SELECT DIVID ETF
EEMS
0.01%
EM MKT SM-CP ETF
TSLA
0.01%
COM
JKHY
0.01%
COM
USEQ
0.01%
RUSEL 1000 ENH
SIRI
0.01%
COM
NOVT
0.01%
COM
WTR
0.01%
COM
CABO
0.01%
COM
CARA
0.01%
COM
DFS
0.01%
COM
PEG
0.01%
COM
MTUM
0.01%
MSCI USAMOMFCT
BMO
0.01%
COM
CSX
0.01%
COM
CGW
0.01%
GUGG S&P GBL WTR
ADRE
0.01%
EMER MK 50 ADR
MAR
0.01%
CL A
PRF
0.01%
FTSE RAFI 1000
WSO
0.01%
COM
LDP
0.01%
COM
ABT
0.01%
COM
OMC
0.01%
COM
CSRA
0.01%
COM
SIVB
0.01%
COM
USMV
0.01%
USA MIN VOL ETF
GGG
0.01%
COM
OSK
0.01%
COM
KN
0.01%
COM
SDY
0.01%
S&P DIVID ETF
TDY
0.01%
COM
TXT
0.01%
COM
X
0.01%
COM
NSC
0.01%
COM
ERI
0.01%
COM
BAC/PL
0.01%
7.25%CNV PFD L
AON
0.01%
SHS CL A
NUE
0.01%
COM
NTRS
0.01%
COM
BAX
0.01%
COM
ESRX
0.01%
COM
CNQ
0.01%
COM
BIP
0.01%
LP INT UNIT
GSK
0.01%
SPONSORED ADR
AA
< 0.01%
COM
SYK
< 0.01%
COM
SAM
< 0.01%
CL A
RCI
< 0.01%
CL B
TRI
< 0.01%
COM
AEP
< 0.01%
COM
TCP
< 0.01%
UT COM LTD PRT
BMY
< 0.01%
COM
HCHC
< 0.01%
COM
CONE
< 0.01%
COM
GEM
< 0.01%
ACTIVEBETA EME
SDIV
< 0.01%
GLB X SUPERDIV
HBC/PA
< 0.01%
ADR A 1/40PF A
BLK
< 0.01%
COM
AER
< 0.01%
SHS
BSV
< 0.01%
SHORT TRM BOND
SNAP
< 0.01%
CL A
SRE
< 0.01%
COM
SO
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
PNC
< 0.01%
COM
TOL
< 0.01%
COM
RHP
< 0.01%
COM
EEMV
< 0.01%
EM MK MINVOL ETF
S
< 0.01%
COM SER 1
STZ
< 0.01%
CL A
SPH
< 0.01%
UNIT LTD PARTN
EBND
< 0.01%
BRCLY EM LOCL
NFLX
< 0.01%
COM
NEM
< 0.01%
COM
COL
< 0.01%
COM
HMN
< 0.01%
COM
FNF
< 0.01%
COM
DXJ
< 0.01%
JAPN HEDGE EQT
IJT
< 0.01%
SP SMCP600GR ETF
HBB
< 0.01%
CL A
FIS
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
CMI
< 0.01%
COM
OGE
< 0.01%
COM
EBAY
< 0.01%
COM
EQT
< 0.01%
COM
NICE
< 0.01%
SPONSORED ADR
SNE
< 0.01%
ADR NEW
NBL
< 0.01%
COM
LC
< 0.01%
COM
TRVN
< 0.01%
COM
CHY
< 0.01%
COM SHS
BEN
< 0.01%
COM
VGLT
< 0.01%
LONG-TERM GOV
MLCO
< 0.01%
ADR
SFL
< 0.01%
SHS
VGT
< 0.01%
INF TECH ETF
HYG
< 0.01%
IBOXX HI YD ETF
ALLE
< 0.01%
ORD SHS
BBK
< 0.01%
COM
ETP
< 0.01%
UNIT LTD PRT INT
ITW
< 0.01%
COM
VWO
< 0.01%
FTSE EMR MKT ETF
K
< 0.01%
COM
LLL
< 0.01%
COM
CC
< 0.01%
COM
JNK
< 0.01%
BRC HGH YLD BD
MS
< 0.01%
COM NEW
MAS
< 0.01%
COM
AERI
< 0.01%
COM
TOO
< 0.01%
PARTNERSHIP UN
VNQ
< 0.01%
REIT ETF
HPF
< 0.01%
COM
ARW
< 0.01%
COM
MTB
< 0.01%
COM
BIV
< 0.01%
INTERMED TERM
XYL
< 0.01%
COM
BTZ
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
IDU
< 0.01%
U.S. UTILITS ETF
COHR
< 0.01%
COM
IXJ
< 0.01%
GLOB HLTHCRE ETF
ENB
< 0.01%
COM
GBDC
< 0.01%
COM
OA
< 0.01%
COM
NAVI
< 0.01%
COM
UPS
< 0.01%
CL B
AFL
< 0.01%
COM
CEF
< 0.01%
UNIT
OAK
< 0.01%
UNIT 99/99/9999
BHP
< 0.01%
SPONSORED ADR
DPS
< 0.01%
COM
ARCC
< 0.01%
COM
VLO
< 0.01%
COM
UHS
< 0.01%
CL B
NTAP
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
IBN
< 0.01%
ADR
IWB
< 0.01%
RUS 1000 ETF
PEN
< 0.01%
COM
SLM
< 0.01%
COM
CBS
< 0.01%
CL B
WM
< 0.01%
COM
VRNT
< 0.01%
COM
BR
< 0.01%
COM
SFE
< 0.01%
COM NEW
BX
< 0.01%
COM UNIT LTD
GMM
< 0.01%
EMERG MKTS ETF
REGN
< 0.01%
COM
STWD
< 0.01%
COM
WPC
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
SWKS
< 0.01%
COM
GBX
< 0.01%
COM
NUAN
< 0.01%
COM
EVN
< 0.01%
SH BEN INT
HTA
< 0.01%
CL A NEW
DLR
< 0.01%
COM
VAR
< 0.01%
COM
PSTG
< 0.01%
CL A
MPC
< 0.01%
COM
APD
< 0.01%
COM
NLY
< 0.01%
COM
MOS
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
IAU
< 0.01%
ISHARES
DVMT
< 0.01%
COM CL V
BKI
< 0.01%
COM
VUG
< 0.01%
GROWTH ETF
TGP
< 0.01%
PRTNRSP UNITS
HOG
< 0.01%
COM
KKR
< 0.01%
COM UNITS
LQD
< 0.01%
IBOXX INV CP ETF
AGZ
< 0.01%
AGENCY BOND ETF
MIDD
< 0.01%
COM
APA
< 0.01%
COM
XL
< 0.01%
COM
TMUS
< 0.01%
COM
PGR
< 0.01%
COM
VLY
< 0.01%
COM
GIM
< 0.01%
COM
ACM
< 0.01%
COM
XLNX
< 0.01%
COM
PRGO
< 0.01%
SHS
BKNG
< 0.01%
COM
VREX
< 0.01%
COM
BHGE
< 0.01%
CL A
VFC
< 0.01%
COM
INVH
< 0.01%
COM
HYH
< 0.01%
COM
FDX
< 0.01%
COM
OPHT
< 0.01%
COM
TRIP
< 0.01%
COM
MGA
< 0.01%
COM
VMO
< 0.01%
COM
TSCO
< 0.01%
COM
EFII
< 0.01%
COM
ECA
< 0.01%
COM
ICE
< 0.01%
COM
NOV
< 0.01%
COM
D
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
NWL
< 0.01%
COM
UA/C
< 0.01%
CL C
CFI
< 0.01%
COM
IVW
< 0.01%
S&P 500 GRWT ETF
VSTO
< 0.01%
COM
AMLP
< 0.01%
ALERIAN MLP
ABX
< 0.01%
COM
SAN
< 0.01%
ADR
PICO
< 0.01%
COM NEW
AIG/WS
< 0.01%
*W EXP 01/19/202
NI
< 0.01%
COM
NWSA
< 0.01%
CL A
MHK
< 0.01%
COM
TEVA
< 0.01%
ADR
CBL
< 0.01%
COM
ITM
< 0.01%
AMT FREE INT ETF
WPZ
< 0.01%
COM UNIT LTD PAR
UFI
< 0.01%
COM NEW
AAL
< 0.01%
COM
GLW
< 0.01%
COM
GSS
< 0.01%
COM
NE
< 0.01%
SHS USD
XME
< 0.01%
S&P METALS MNG
RWR
< 0.01%
DJ REIT ETF
BHF
< 0.01%
COM
MTSI
< 0.01%
COM
VSM
< 0.01%
COM
ARCH
< 0.01%
CL A
DYN
< 0.01%
COM
GCVRZ
< 0.01%
RIGHT 12/31/2020
GV
< 0.01%
COM
FTR
< 0.01%
COM NEW
SCCO
< 0.01%
COM
DDD
< 0.01%
COM NEW
OIA
< 0.01%
COM
ASIX
< 0.01%
COM
AMBT
< 0.01%
COM NEW
CRC
< 0.01%
COM NEW
UNG
< 0.01%
UNIT PAR
DXYN
< 0.01%
CL A
PJT
< 0.01%
COM CL A
MNK
< 0.01%
SHS
ASML
0.01%
N Y REGISTRY SHS
ST
0.01%
SHS
BCC
0.01%
COM
CCU
< 0.01%
SPONSORED ADR
ABB
< 0.01%
SPONSORED ADR
VYM
< 0.01%
HIGH DIV YLD
FNSR
< 0.01%
COM NEW
CG
< 0.01%
COM UTS LTD PTN
BYM
< 0.01%
COM
SRCL
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
CEF
< 0.01%
CL A
PSMT
< 0.01%
COM
IRM
< 0.01%
COM
GM
< 0.01%
COM
AZZ
< 0.01%
COM
STX
< 0.01%
SHS
KSS
< 0.01%
COM
IVZ
< 0.01%
SHS
ITCI
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
DAL
< 0.01%
COM NEW
HEDJ
< 0.01%
EUROPE HEDGED EQ
PCLN
< 0.01%
COM NEW
BNDX
< 0.01%
INTL BD IDX ETF
ADS
< 0.01%
COM
AGU
< 0.01%
COM
BBBY
< 0.01%
COM
POT
< 0.01%
COM
GT
< 0.01%
COM
UNG
< 0.01%
UNIT PAR $0.001
TIME
< 0.01%
COM
AVGO
< 0.01%
SHS