All Stocks Held By Endowment Wealth Management Inc.

As of 03/31/2024, we find all stocks held by Endowment Wealth Management Inc. to be as follows, presented in the table below with each row detailing each Endowment Wealth Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Endowment Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Endowment Wealth Management Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
INVESCO EXCHANGE TRADED FD T (PSP)	179,008	-18,876	$11,807
PSP	179,008	-18,876	$11,807
INDEXIQ ETF TR (QAI)	200,640	+8,356	$6,198
QAI	200,640	+8,356	$6,198
VANGUARD INDEX FDS (VTI)	21,735	+1,230	$5,649
VTI	21,735	+1,230	$5,649
ISHARES TR (ITOT)	48,758	+16,221	$5,622
ITOT	48,758	+16,221	$5,622
WEST PHARMACEUTICAL SVSC INC	14,123	+8	$5,588
WST	14,123	+8	$5,588
ISHARES TR (IEFA)	55,195	+12,777	$4,097
IEFA	55,195	+12,777	$4,097
PALANTIR TECHNOLOGIES INC	154,111	-18,081	$3,546
PLTR	154,111	-18,081	$3,546
ISHARES TR (EFA)	42,959	+1,121	$3,431
EFA	42,959	+1,121	$3,431
ISHARES INC (IEMG)	59,564	+2,530	$3,074
IEMG	59,564	+2,530	$3,074
VANGUARD INTL EQUITY INDEX F (VT)	27,817	+1,483	$3,074
VT	27,817	+1,483	$3,074
ISHARES TR (IBDP)	113,745	+28,939	$2,849
IBDP	113,745	+28,939	$2,849
VANGUARD SCOTTSDALE FDS (VONE)	10,968	+1,717	$2,614
VONE	10,968	+1,717	$2,614
ISHARES TR (IUSG)	21,995	+12,877	$2,578
IUSG	21,995	+12,877	$2,578
ISHARES INC (EZU)	48,380	-3,186	$2,470
EZU	48,380	-3,186	$2,470
ISHARES TR (SCZ)	32,438	+3,527	$2,054
SCZ	32,438	+3,527	$2,054
ISHARES TR (IBTE)	83,955	+32,712	$2,010
IBTE	83,955	+32,712	$2,010
MICROSOFT CORP	4,636	+469	$1,950
MSFT	4,636	+469	$1,950
ISHARES TR (IUSV)	20,656	+3,469	$1,868
IUSV	20,656	+3,469	$1,868
FS KKR CAP CORP	91,136	-9,533	$1,738
FSK	91,136	-9,533	$1,738
ISHARES INC (FM)	59,493	-7,571	$1,704
FM	59,493	-7,571	$1,704
ISHARES TR (DGRO)	28,155	-10,824	$1,635
DGRO	28,155	-10,824	$1,635
FIRST TR EXCHANGE TRADED FD (FTSL)	34,229	+1,443	$1,582
FTSL	34,229	+1,443	$1,582
J P MORGAN EXCHANGE TRADED F (JPST)	30,980	+1,313	$1,563
JPST	30,980	+1,313	$1,563
PACER FDS TR	25,948	-14,484	$1,508
COWZ	25,948	-14,484	$1,508
ISHARES TR (SHYG)	35,427	+1,585	$1,507
SHYG	35,427	+1,585	$1,507
FIRST TR EXCHANGE TRADED FD (LMBS)	30,533	+1,528	$1,473
LMBS	30,533	+1,528	$1,473
ISHARES TR (IBHD)	58,202	+28,299	$1,357
IBHD	58,202	+28,299	$1,357
VANECK ETF TRUST (MOAT)	14,817	+14,817	$1,332
MOAT	14,817	+14,817	$1,332
VANGUARD INTL EQUITY INDEX F (VNQI)	30,608	+3,373	$1,290
VNQI	30,608	+3,373	$1,290
VANGUARD BD INDEX FDS (BND)	16,496	+3,403	$1,198
BND	16,496	+3,403	$1,198
VANGUARD INDEX FDS (VUG)	3,172	+1,957	$1,092
VUG	3,172	+1,957	$1,092
VANGUARD INDEX FDS (VTV)	6,678	+4,334	$1,088
VTV	6,678	+4,334	$1,088
INVESCO EXCHANGE TRADED FD T (SPHQ)	17,589	+17,589	$1,063
SPHQ	17,589	+17,589	$1,063
INVESCO EXCH TRADED FD TR II (SPMO)	13,163	+13,163	$1,056
SPMO	13,163	+13,163	$1,056
WISDOMTREE TR	24,872	+485	$1,041
DEM	24,872	+485	$1,041
VANGUARD INDEX FDS (VNQ)	11,985	+2,150	$1,037
VNQ	11,985	+2,150	$1,037
ISHARES TR (INDA)	19,484	-768	$1,005
INDA	19,484	-768	$1,005
TAIWAN SEMICONDUCTOR MFG LTD	7,328	+281	$997
TSM	7,328	+281	$997
INVESCO ACTIVELY MANAGED ETF (GSY)	19,608	+1,030	$978
GSY	19,608	+1,030	$978
UBER TECHNOLOGIES INC	12,568	-901	$968
UBER	12,568	-901	$968
ROBINHOOD MKTS INC	46,408	-265	$934
HOOD	46,408	-265	$934
DBX ETF TR (ASHR)	36,281	+6,875	$873
ASHR	36,281	+6,875	$873
NETFLIX INC	1,429	UNCH	$868
NFLX	1,429	UNCH	$868
APPLE INC	4,845	-836	$831
AAPL	4,845	-836	$831
VANGUARD CHARLOTTE FDS (BNDX)	16,495	+1,309	$811
BNDX	16,495	+1,309	$811
ISHARES TR (IWC)	6,308	+791	$765
IWC	6,308	+791	$765
ISHARES INC (GHYG)	16,911	+3,243	$747
GHYG	16,911	+3,243	$747
ISHARES TR (IEO)	6,820	-233	$730
IEO	6,820	-233	$730
SCHWAB STRATEGIC TR	15,439	+2,664	$710
SCHZ	15,439	+2,664	$710
ALPS ETF TR (AMLP)	14,191	-2,016	$673
AMLP	14,191	-2,016	$673
ISHARES TR (IJR)	5,541	+803	$612
IJR	5,541	+803	$612
CION INVT CORP	55,588	+2,009	$611
CION	55,588	+2,009	$611
COUPANG INC	34,302	-11,358	$610
CPNG	34,302	-11,358	$610
INVESCO EXCH TRADED FD TR II (PCY)	29,569	+2,361	$605
PCY	29,569	+2,361	$605
ISHARES TR (IDEV)	8,982	+1,539	$603
IDEV	8,982	+1,539	$603
ISHARES TR (EEM)	14,011	+2,741	$576
EEM	14,011	+2,741	$576
ISHARES TR (EMB)	6,408	+850	$575
EMB	6,408	+850	$575
WISDOMTREE TR	14,983	-1,854	$562
WTMF	14,983	-1,854	$562
GLOBAL X FDS	11,455	-789	$552
MLPA	11,455	-789	$552
SPDR SER TR (BIL)	5,951	+1,012	$546
BIL	5,951	+1,012	$546
ISHARES TR (IEUR)	9,435	+1,648	$546
IEUR	9,435	+1,648	$546
FIRST TR EXCHANGE TRADED FD (MDIV)	34,338	-2,101	$542
MDIV	34,338	-2,101	$542
ISHARES TR (WOOD)	6,257	+3,769	$528
WOOD	6,257	+3,769	$528
ISHARES INC (EEMV)	9,215	+1,690	$521
EEMV	9,215	+1,690	$521
FLEXSHARES TR (NFRA)	9,535	-172	$520
NFRA	9,535	-172	$520
ISHARES INC (LEMB)	14,071	+413	$508
LEMB	14,071	+413	$508
INVESCO EXCH TRADED FD TR II (KBWD)	32,421	+2,469	$502
KBWD	32,421	+2,469	$502
PARKER HANNIFIN CORP	872	-111	$485
PH	872	-111	$485
VANGUARD SCOTTSDALE FDS (VTWO)	5,130	+2,032	$436
VTWO	5,130	+2,032	$436
FS CREDIT OPPORTUNITIES CORP	70,227	-8,450	$416
FSCO	70,227	-8,450	$416
D R HORTON INC	2,488	-195	$409
DHI	2,488	-195	$409
VANECK ETF TRUST (BIZD)	24,007	-1,171	$406
BIZD	24,007	-1,171	$406
ABBVIE INC	2,201	-100	$401
ABBV	2,201	-100	$401
ELI LILLY & CO	498	-24	$388
LLY	498	-24	$388
LOWES COS INC	1,522	-7	$388
LOW	1,522	-7	$388
ACCENTURE PLC IRELAND	1,108	-34	$384
ACN	1,108	-34	$384
ISHARES GOLD TR (IAU)	9,081	-40	$381
IAU	9,081	-40	$381
MASTERCARD INCORPORATED	789	-19	$380
MA	789	-19	$380
J P MORGAN EXCHANGE TRADED F (JEPI)	6,390	-394	$370
JEPI	6,390	-394	$370
INVESCO EXCH TRADED FD TR II (PCEF)	19,553	+5,738	$369
PCEF	19,553	+5,738	$369
INTUIT	555	-29	$361
INTU	555	-29	$361
ISHARES INC (PICK)	8,611	+701	$359
PICK	8,611	+701	$359
INVESCO ACTVELY MNGD ETC FD	25,221	+3,017	$350
PDBC	25,221	+3,017	$350
SHERWIN WILLIAMS CO	999	-50	$347
SHW	999	-50	$347
CANADIAN NATL RY CO	2,564	-52	$338
CNI	2,564	-52	$338
ABRDN PRECIOUS METALS BASKET	3,543	-739	$338
GLTR	3,543	-739	$338
MERCK & CO INC	2,558	-79	$338
MRK	2,558	-79	$338
VANGUARD STAR FDS (VXUS)	5,396	+902	$325
VXUS	5,396	+902	$325
ROPER TECHNOLOGIES INC	566	-9	$317
ROP	566	-9	$317
KIMBERLY CLARK CORP	2,426	+23	$314
KMB	2,426	+23	$314
UNITEDHEALTH GROUP INC	625	-3	$309
UNH	625	-3	$309
S&P GLOBAL INC	725	-30	$308
SPGI	725	-30	$308
AMAZON COM INC	1,705	+10	$307
AMZN	1,705	+10	$307
HUMACYTE INC	97,518	UNCH	$303
HUMA	97,518	UNCH	$303
ORACLE CORP	2,413	+3	$303
ORCL	2,413	+3	$303
CARRIER GLOBAL CORPORATION	5,165	+9	$300
CARR	5,165	+9	$300
INVESCO QQQ TR	670	+8	$298
QQQ	670	+8	$298
GLOBAL X FDS	7,305	-1,889	$291
PAVE	7,305	-1,889	$291
SSGA ACTIVE ETF TR (SRLN)	6,812	-1,538	$287
SRLN	6,812	-1,538	$287
AUTOMATIC DATA PROCESSING IN	1,108	+1	$277
ADP	1,108	+1	$277
STARBUCKS CORP	3,021	+58	$276
SBUX	3,021	+58	$276
INVESCO EXCH TRADED FD TR II (VRP)	11,488	-755	$273
VRP	11,488	-755	$273
ZOETIS INC	1,588	-25	$269
ZTS	1,588	-25	$269
GLOBAL X FDS	5,474	-1,242	$268
MLPX	5,474	-1,242	$268
DOLLAR GEN CORP NEW	1,648	+34	$257
DG	1,648	+34	$257
FIRST TR EXCHANGE TRADED FD (EMLP)	8,714	-2,044	$257
EMLP	8,714	-2,044	$257
RTX CORPORATION	2,615	-86	$255
RTX	2,615	-86	$255
FIDELITY COVINGTON TRUST	1,597	+2	$249
FTEC	1,597	+2	$249
HDFC BANK LTD	4,438	+272	$248
HDB	4,438	+272	$248
PHILLIPS 66	1,490	-66	$243
PSX	1,490	-66	$243
ABRDN GOLD ETF TRUST (SGOL)	10,988	UNCH	$233
SGOL	10,988	UNCH	$233
VANGUARD INDEX FDS (VOE)	1,481	+14	$231
VOE	1,481	+14	$231
PACER FDS TR	7,999	-2,040	$229
SRVR	7,999	-2,040	$229
ICICI BANK LIMITED	8,611	-119	$227
IBN	8,611	-119	$227
CONOCOPHILLIPS	1,746	-270	$222
COP	1,746	-270	$222
PROCTER AND GAMBLE CO	1,370	+1,370	$222
PG	1,370	+1,370	$222
FLEXSHARES TR (TDTT)	9,229	-2,266	$219
TDTT	9,229	-2,266	$219
SAP SE	1,097	-431	$214
SAP	1,097	-431	$214
WELLS FARGO CO NEW	3,600	+3,600	$209
WFC	3,600	+3,600	$209
FIRST TR EXCHANGE TRADED FD (FV)	3,552	-46,376	$203
FV	3,552	-46,376	$203
FRANKLIN BSP RLTY TR INC	14,735	+378	$197
FBRT	14,735	+378	$197
READY CAPITAL CORP	21,370	+628	$195
RC	21,370	+628	$195
AT&T INC	10,363	-72	$182
T	10,363	-72	$182
BANCO BILBAO VIZCAYA ARGENTA	10,927	-62	$129
BBVA	10,927	-62	$129
HALEON PLC	11,706	UNCH	$99
HLN	11,706	UNCH	$99
MARQETA INC	11,294	-642	$67
MQ	11,294	-642	$67
AMBEV SA	20,565	+169	$51
ABEV	20,565	+169	$51
BALLARD PWR SYS INC NEW	10,105	+10,105	$28
BLDP	10,105	+10,105	$28
UNITY BIOTECHNOLOGY INC	13,495	+13,495	$22
UBX	13,495	+13,495	$22
GINKGO BIOWORKS HOLDINGS INC	16,990	+16,990	$20
DNA	16,990	+16,990	$20
VISTA GOLD CORP	12,500	+0	$7
VGZ	12,500	UNCH	$7
J P MORGAN EXCHANGE TRADED F			$0 (exited)
BBRE	0	-2,394	$0
BERKSHIRE HATHAWAY INC DEL			$0 (exited)
BRK.A	0	-1	$0
INVESCO EXCH TRADED FD TR II			$0 (exited)
CUT	0	-11,011	$0
ISHARES TR			$0 (exited)
IWM	0	-1,081	$0
NIKE INC			$0 (exited)
NKE	0	-2,185	$0
VANECK ETF TRUST			$0 (exited)
SMOG	0	-1,856	$0
ISHARES TR			$0 (exited)
USMV	0	-19,808	$0
SELECT SECTOR SPDR TR			$0 (exited)
XLF	0	-6,385	$0
AMPLIFY ETF TR	0	-10,472	$0 (exited)
YYY	0	-10,472	$0

See Summary: Endowment Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Endowment Wealth Management Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MOAT	+14,817	+$1,332
SPHQ	+17,589	+$1,063
SPMO	+13,163	+$1,056
PG	+1,370	+$222
WFC	+3,600	+$209
BLDP	+10,105	+$28
UBX	+13,495	+$22
DNA	+16,990	+$20

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
USMV	-19,808	-$1,546
BRK	-1	-$543
CUT	-11,011	-$353
XLF	-6,385	-$240
NKE	-2,185	-$237
IWM	-1,081	-$217
BBRE	-2,394	-$214
SMOG	-1,856	-$205
YYY	-10,472	-$122

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IBTE	+32,712	+$787
IBDP	+28,939	+$736
IBHD	+28,299	+$663
ITOT	+16,221	+$2,198
IUSG	+12,877	+$1,629
IEFA	+12,777	+$1,113
QAI	+8,356	+$410
ASHR	+6,875	+$170
PCEF	+5,738	+$121
VTV	+4,334	+$738

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FV	-46,376	-$2,371
PSP	-18,876	-$501
PLTR	-18,081	+$589
COWZ	-14,484	-$594
CPNG	-11,358	-$129
DGRO	-10,824	-$463
FSK	-9,533	-$272
FSCO	-8,450	-$30
FM	-7,571	-$60

Endowment Wealth Management Inc. Info

Size ($ in 1000's)
At 03/31/2024: $133,536
At 12/31/2023: $120,167

Combined Holding Report Includes:
Endowment Wealth Management Inc.
ENVESTNET ASSET MANAGEMENT INC
ENVESTNET ASSET MANAGEMENT INC

Endowment Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Endowment Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Endowment Wealth Management Inc. | www.HoldingsChannel.com