Instuitional Investor - Endowment Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Endowment Wealth Management, Inc. |
| Portfolio Value | $193,953,684 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Circle Internet Group Inc | 100,000 | $18,129,000 | 9.35% | |
| 2. | Invesco Exchange Traded Fd T | 189,120 | $13,020,905 | 6.71% | |
| 3. | Vanguard Index Fds | 26,963 | $8,194,877 | 4.23% | |
| 4. | IEF | 53,048 | $7,163,534 | 3.69% | |
| 5. | Indexiq Etf Trust | 217,588 | $7,032,460 | 3.63% |
