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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
98
28
32
5
13
1
63
27
21
ENDURANCE WEALTH MANAGEMENT INC

Time Period2018-12-31

Total Holdings487

Total Value ($x1000)536,330
Activities
New22

Increased83

Unchanged291

Decreased91

Sold Out27

Top 10 Stock Holdingstotal 30.14%
KMI4.34

EFA3.98

QCOM3.84

OLED3.02

MTD2.9

 
TMO2.63

EW2.59

JPM2.33

HD2.32

BAC2.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KMI
4.34%
COM
EFA
3.98%
MSCI EAFE ETF
QCOM
3.84%
COM
OLED
3.02%
COM
MTD
2.9%
COM
TMO
2.63%
COM
EW
2.59%
COM
JPM
2.33%
COM
HD
2.32%
COM
BAC
2.19%
COM
CMCSA
2.18%
CL A
AAPL
2.15%
COM
AKAM
1.91%
COM
CSJ
1.85%
1-3 YR CR BD ETF
HBAN
1.82%
COM
DVYE
1.76%
EM MKTS DIV ETF
STAG
1.73%
COM
CHD
1.64%
COM
ABBV
1.51%
COM
DHR
1.48%
COM
INDB
1.44%
COM
ORCL
1.41%
COM
PFE
1.39%
COM
OXY
1.36%
COM
XOM
1.32%
COM
VOO
1.22%
SHS
NXPI
1.19%
COM
CSCO
1.17%
COM
PEP
1.14%
COM
AMGN
1.12%
COM
NEE
1.01%
COM
MLNX
0.96%
SHS
MDLZ
0.94%
CL A
MUB
0.91%
NAT AMT FREE BD
MFC
0.9%
COM
JNJ
0.89%
COM
GOOGL
0.87%
CAP STK CL A
HAS
0.85%
COM
WASH
0.84%
COM
PWR
0.79%
COM
VHT
0.76%
HEALTH CAR ETF
CVS
0.72%
COM
JEC
0.72%
COM
IR
0.71%
SHS
WY
0.7%
COM
VB
0.68%
SMALL CP ETF
EEM
0.67%
MSCI EMG MKT ETF
VO
0.67%
MID CAP ETF
BIG
0.67%
COM
USB
0.59%
COM NEW
SLB
0.57%
COM
ECL
0.52%
COM
IWW
0.52%
RUS 3000 VAL ETF
APC
0.51%
COM
XLE
0.5%
SBI INT-ENERGY
V
0.5%
COM CL A
MSFT
0.48%
COM
DM
0.44%
COM UT REP LTD
BOTZ
0.42%
RBTCS ARTFL IN
ROBO
0.42%
ROBO STX GLB ETF
QQQ
0.41%
UNIT SER 1
FRC
0.4%
COM
CL
0.4%
COM
PG
0.39%
COM
DNR
0.38%
COM NEW
WFC
0.38%
COM
TJX
0.38%
COM
UNP
0.38%
COM
AGN
0.37%
SHS
FTV
0.36%
COM
KMB
0.35%
COM
CNI
0.35%
COM
IVV
0.35%
CORE S&P500 ETF
DVN
0.33%
COM
AVGO
0.33%
COM
WBA
0.31%
COM
UTX
0.3%
COM
HRB
0.3%
COM
BIIB
0.29%
COM
GS
0.28%
COM
EQM
0.27%
UNIT LTD PARTN
GILD
0.25%
COM
BRK.B
0.23%
CL B NEW
PAA
0.23%
UNIT LTD PARTN
KMPR
0.22%
COM
INTC
0.22%
COM
AB
0.21%
UNIT LTD PARTN
ARMK
0.21%
COM
GOOG
0.21%
CAP STK CL C
MMP
0.2%
COM UNIT RP LP
XLF
0.2%
SBI INT-FINL
CELG
0.19%
COM
IEV
0.18%
EUROPE ETF
ETN
0.17%
SHS
BRK.A
0.17%
CL A
IJH
0.17%
CORE S&P MCP ETF
XYL
0.16%
COM
VRTX
0.15%
COM
TGT
0.15%
COM
PM
0.15%
COM
TBT
0.14%
PSHS ULTSH 20YRS
FLIR
0.14%
COM
XLV
0.14%
SBI HEALTHCARE
SPY
0.14%
TR UNIT
SWK
0.13%
COM
GE
0.13%
COM
MO
0.13%
COM
STT
0.13%
COM
MRK
0.12%
COM
T
0.12%
COM
EOG
0.12%
COM
IJR
0.12%
CORE S&P SCP ETF
SCPB
0.12%
BARC SHT TR CP
SNA
0.11%
COM
RDS/A
0.11%
SPONS ADR A
MMM
0.11%
COM
VZ
0.1%
COM
IBM
0.1%
COM
PANW
0.1%
COM
C
0.1%
COM NEW
CW
0.09%
COM
LLY
0.09%
COM
ADP
0.08%
COM
XLK
0.08%
TECHNOLOGY
PFF
0.08%
U.S. PFD STK ETF
UHT
0.08%
SH BEN INT
PGF
0.08%
FINL PFD ETF
ADBE
0.08%
COM
IPGP
0.08%
COM
SUB
0.07%
SHT NTLAMTFR ETF
XLY
0.07%
SBI CONS DISCR
TBF
0.07%
SHRT 20+YR TRE
DOV
0.07%
COM
BRKL
0.07%
COM
HOLX
0.07%
COM
NVS
0.07%
SPONSORED ADR
ISRG
0.06%
COM NEW
COST
0.06%
COM
EPD
0.06%
COM
UNH
0.06%
COM
XLI
0.06%
SBI INT-INDS
CVX
0.05%
COM
SDOG
0.05%
SECTR DIV DOGS
FB
0.05%
CL A
MSI
0.05%
COM NEW
IJS
0.05%
SP SMCP600VL ETF
DUK
0.05%
COM NEW
GD
0.05%
COM
AMZN
0.05%
COM
PH
0.05%
COM
NVDA
0.04%
COM
ENB
0.04%
COM
NLSN
0.04%
SHS EUR
IYW
0.04%
U.S. TECH ETF
DE
0.04%
COM
EUFN
0.04%
MSCI EURO FL ETF
MSEX
0.04%
COM
EMR
0.04%
COM
IJJ
0.04%
S&P MC 400VL ETF
MDY
0.04%
UTSER1 S&PDCRP
CMS
0.04%
COM
UAA
0.04%
CL A
WMT
0.04%
COM
ED
0.04%
COM
AWK
0.04%
COM
LH
0.04%
COM NEW
ALGN
0.03%
COM
CPRT
0.03%
COM
EPP
0.03%
MSCI PAC JP ETF
XLU
0.03%
SBI INT-UTILS
MMLP
0.03%
UNIT L P INT
IVOO
0.03%
MIDCP 400 IDX
WAT
0.03%
COM
EIX
0.03%
COM
GVI
0.03%
INTRM GOV/CR ETF
IGHG
0.03%
INVT INT RT HG
SHY
0.03%
1-3 YR TR BD ETF
RRC
0.03%
COM
XLP
0.03%
SBI CONS STPLS
DTE
0.03%
COM
BNS
0.03%
COM
BIDU
0.03%
SPON ADR REP A
PYPL
0.03%
COM
RTN
0.03%
COM NEW
KHC
0.03%
COM
TRV
0.03%
COM
RJF
0.03%
COM
DIS
0.03%
COM DISNEY
MDT
0.03%
SHS
DY
0.03%
COM
CB
0.02%
COM
XLB
0.02%
SBI MATERIALS
FVD
0.02%
SHS
LOW
0.02%
COM
ZMH
0.02%
COM
ES
0.02%
COM
XLRE
0.02%
RL EST SEL SEC
AIG
0.02%
COM NEW
COF
0.02%
COM
THG
0.02%
COM
PCAR
0.02%
COM
DWDP
0.02%
COM
KO
0.02%
COM
OKE
0.02%
COM
CERN
0.02%
COM
COP
0.02%
COM
IIM
0.02%
COM
BABA
0.02%
SPONSORED ADS
GHC
0.02%
COM
AZO
0.02%
COM
EV
0.02%
COM NON VTG
ETR
0.02%
COM
MCD
0.02%
COM
VTI
0.02%
TOTAL STK MKT
BLNK
0.02%
COM
FBT
0.02%
NY ARCA BIOTECH
UL
0.02%
SPON ADR NEW
CRM
0.02%
COM
CAT
0.02%
COM
AXP
0.02%
COM
BA
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
BP
0.01%
SPONSORED ADR
HON
0.01%
COM
MET
0.01%
COM
CINF
0.01%
COM
SYY
0.01%
COM
APY
0.01%
COM
XEL
0.01%
COM
ROP
0.01%
COM
IDLB
0.01%
FTSE INTL LOW
USLB
0.01%
RUSEL 1000 LOW
CTWS
0.01%
COM
TSLA
0.01%
COM
ILMN
0.01%
COM
ALL
0.01%
COM
CTL
0.01%
COM
FAST
0.01%
COM
SJM
0.01%
COM NEW
CABO
0.01%
COM
LMT
0.01%
COM
QTEC
0.01%
SHS
GLD
0.01%
GOLD SHS
TDTT
0.01%
IBOXX 3R TARGT
IJK
0.01%
S&P MC 400GR ETF
RDC
0.01%
SHS CL A
WB
0.01%
SPONSORED ADR
ANSS
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
CDK
0.01%
COM
PSX
0.01%
COM
DXC
0.01%
COM
ST
0.01%
SHS
BPL
0.01%
UNIT LTD PARTN
KAR
0.01%
COM
WTR
0.01%
COM
ABT
0.01%
COM
BK
0.01%
COM
HBI
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
CSX
0.01%
COM
DVY
0.01%
SELECT DIVID ETF
DGX
0.01%
COM
PEG
0.01%
COM
NSC
0.01%
COM
SIRI
0.01%
COM
IYZ
0.01%
U.S. TELECOM ETF
EVT
0.01%
COM
SEIC
0.01%
COM
CTSH
0.01%
CL A
MTUM
0.01%
MSCI USAMOMFCT
DIA
0.01%
UT SER 1
JKHY
0.01%
COM
OMC
0.01%
COM
PRF
0.01%
FTSE RAFI 1000
TDY
0.01%
COM
KN
0.01%
COM
USMV
0.01%
USA MIN VOL ETF
ARNC
0.01%
COM
NOC
0.01%
COM
LDP
0.01%
COM
ADRE
0.01%
EMGRING MKTS50
SAM
0.01%
CL A
GGG
0.01%
COM
WSO
0.01%
COM
TGP
0.01%
PRTNRSP UNITS
BAX
0.01%
COM
RCI
0.01%
CL B
OSK
0.01%
COM
THOMSON ...
0.01%
STOCK
BAC/PL
0.01%
7.25%CNV PFD L
SIVB
0.01%
COM
AEP
0.01%
COM
SHV
0.01%
SHRT TRS BD ETF
TXT
0.01%
COM
SYK
0.01%
COM
GIS
0.01%
COM
NUE
< 0.01%
COM
BIP
< 0.01%
LP INT UNIT
VIRT
< 0.01%
CL A
HBC/PA
< 0.01%
ADR A 1/40PF A
CONE
< 0.01%
COM
NTRS
< 0.01%
COM
OGE
< 0.01%
COM
CNQ
< 0.01%
COM
SRE
< 0.01%
COM
HBB
< 0.01%
CL A
SO
< 0.01%
COM
FIS
< 0.01%
COM
BMY
< 0.01%
COM
NICE
< 0.01%
SPONSORED ADR
ACN
< 0.01%
SHS CLASS A
GEM
< 0.01%
ACTIVEBETA EME
BLK
< 0.01%
COM
AER
< 0.01%
SHS
RHP
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
NFLX
< 0.01%
COM
IJT
< 0.01%
SP SMCP600GR ETF
NEM
< 0.01%
COM
SPH
< 0.01%
UNIT LTD PARTN
HMN
< 0.01%
COM
CIGNA CO...
< 0.01%
STOCK
AERI
< 0.01%
COM
PNC
< 0.01%
COM
TOL
< 0.01%
COM
X
< 0.01%
COM
STZ
< 0.01%
CL A
ALLE
< 0.01%
ORD SHS
FNF
< 0.01%
COM
CGW
< 0.01%
S&P GBL WATER
AA
< 0.01%
COM
HYG
< 0.01%
IBOXX HI YD ETF
IDU
< 0.01%
U.S. UTILITS ETF
PPG
< 0.01%
COM
CHY
< 0.01%
COM SHS
MA
< 0.01%
CL A
AMRN
< 0.01%
SPONS ADR NEW
HPF
< 0.01%
COM
MAR
< 0.01%
CL A
SNE
< 0.01%
ADR NEW
TRVN
< 0.01%
COM
BTZ
< 0.01%
COM
ITW
< 0.01%
COM
GBDC
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
BHP
< 0.01%
SPONSORED ADR
CEF
< 0.01%
UNIT
CMI
< 0.01%
COM
EBAY
< 0.01%
COM
HCHC
< 0.01%
COM
MTB
< 0.01%
COM
ARCC
< 0.01%
COM
NTAP
< 0.01%
COM
PEN
< 0.01%
COM
OAK
< 0.01%
UNIT 99/99/9999
MS
< 0.01%
COM NEW
FDT
< 0.01%
DEV MRK EX US
EEMV
< 0.01%
EM MK MINVOL ETF
UPS
< 0.01%
CL B
UHS
< 0.01%
CL B
VRNT
< 0.01%
COM
WM
< 0.01%
COM
NBL
< 0.01%
COM
IWB
< 0.01%
RUS 1000 ETF
D
< 0.01%
COM
REGN
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
IWS
< 0.01%
RUS MDCP VAL ETF
BR
< 0.01%
COM
STWD
< 0.01%
COM
MLCO
< 0.01%
ADR
WPC
< 0.01%
COM
SPN
< 0.01%
COM
EVN
< 0.01%
SH BEN INT
NAVI
< 0.01%
COM
MOS
< 0.01%
COM
EQT
< 0.01%
COM
CC
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
TOT
< 0.01%
SPONSORED ADR
GBX
< 0.01%
COM
DLR
< 0.01%
COM
SLM
< 0.01%
COM
IBN
< 0.01%
ADR
SFE
< 0.01%
COM NEW
HTA
< 0.01%
CL A NEW
GMM
< 0.01%
EMERG MKTS ETF
APD
< 0.01%
COM
SWKS
< 0.01%
COM
TOO
< 0.01%
PARTNERSHIP UN
LOXO
< 0.01%
COM
VAR
< 0.01%
COM
ANTM
< 0.01%
COM
K
< 0.01%
COM
NUAN
< 0.01%
COM
IAU
< 0.01%
ISHARES
VUG
< 0.01%
GROWTH ETF
KKR
< 0.01%
CL A
FDX
< 0.01%
COM
HUM
< 0.01%
COM
PSTG
< 0.01%
CL A
IXJ
< 0.01%
GLOB HLTHCRE ETF
KDP
< 0.01%
COM
SDY
< 0.01%
S&P DIVID ETF
SHW
< 0.01%
COM
PGR
< 0.01%
COM
SBUX
< 0.01%
COM
MPC
< 0.01%
COM
TMUS
< 0.01%
COM
DVMT
< 0.01%
COM CL V
HLT
< 0.01%
WHEN ISSUED
AMT
< 0.01%
COM
EEMS
< 0.01%
EM MKT SM-CP ETF
GIM
< 0.01%
COM
TRIP
< 0.01%
COM
XLNX
< 0.01%
COM
AX
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
MIDD
< 0.01%
COM
STI
< 0.01%
COM
TCP
< 0.01%
UT COM LTD PRT
ACM
< 0.01%
COM
HAL
< 0.01%
COM
APA
< 0.01%
COM
AVNS
< 0.01%
COM
UA/C
< 0.01%
CL C
TSCO
< 0.01%
COM
PLD
< 0.01%
COM
VLY
< 0.01%
COM
VREX
< 0.01%
COM
BKNG
< 0.01%
COM
BHGE
< 0.01%
CL A
IVW
< 0.01%
S&P 500 GRWT ETF
MCHP
< 0.01%
COM
MAS
< 0.01%
COM
NI
< 0.01%
COM
HOG
< 0.01%
COM
VMO
< 0.01%
COM
ICE
< 0.01%
COM
NOV
< 0.01%
COM
VANECK V...
< 0.01%
ETF
CFI
< 0.01%
COM
NWL
< 0.01%
COM
TEVA
< 0.01%
ADR
VSTO
< 0.01%
COM
ABX
< 0.01%
COM
GLW
< 0.01%
COM
WMB
< 0.01%
COM
PICO
< 0.01%
COM NEW
OPHT
< 0.01%
COM
PRGO
< 0.01%
SHS
EFII
< 0.01%
COM
BOON
< 0.01%
NYSE PICKENS
NWSA
< 0.01%
CL A
WPX
< 0.01%
COM
BHF
< 0.01%
COM
NE
< 0.01%
SHS USD
MTSI
< 0.01%
COM
SAN
< 0.01%
ADR
RWR
< 0.01%
DJ REIT ETF
AIG/WS
< 0.01%
*W EXP 01/19/202
AAL
< 0.01%
COM
UFI
< 0.01%
COM NEW
GTX
< 0.01%
COM
ECA
< 0.01%
COM
BSV
< 0.01%
SHORT TRM BOND
TMDI
< 0.01%
COM NEW
VSM
< 0.01%
COM
GOLDEN S...
< 0.01%
STOCK
MHK
< 0.01%
COM
CBL
< 0.01%
COM
AMBT
< 0.01%
COM NEW
ASIX
< 0.01%
COM
MNK
< 0.01%
SHS
XME
< 0.01%
S&P METALS MNG
PJT
< 0.01%
COM CL A
FTR
< 0.01%
COM NEW
OIA
< 0.01%
COM
SCCO
< 0.01%
COM
ARCH
< 0.01%
CL A
UNG
< 0.01%
UNIT PAR
DDD
< 0.01%
COM NEW
DXYN
< 0.01%
CL A
IVH
< 0.01%
COM
CRC
< 0.01%
COM NEW
GCVRZ
< 0.01%
RIGHT 12/31/2020
EEP
0.04%
COM
BCS/PD
0.04%
ADR PFD SR 5
VCR
0.04%
CONSUM DIS ETF
IBB
0.03%
NASDQ BIOTEC ETF
MZOR
0.03%
SPONSORED ADS
VIS
0.03%
INDUSTRIAL ETF
COR
0.02%
COM
PX
0.02%
COM
CWAY
0.01%
COM
VDC
0.01%
CONSUM STP ETF
CA
0.01%
COM
ESRX
0.01%
COM
TRI
0.01%
COM
SBOW
< 0.01%
COM
S
< 0.01%
COM SER 1
SDIV
< 0.01%
GLB X SUPERDIV
COL
< 0.01%
COM
VGT
< 0.01%
INF TECH ETF
THO
< 0.01%
COM
JNK
< 0.01%
BRC HGH YLD BD
BIV
< 0.01%
INTERMED TERM
PRSP
< 0.01%
COM
LLL
< 0.01%
COM
LQD
< 0.01%
IBOXX INV CP ETF
ITM
< 0.01%
AMT FREE INT ETF
GSS
< 0.01%
COM
VST
< 0.01%
COM