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Home > Institutional Investor > Endurance Wealth Management, Inc. > Profile

Instuitional Investor - Endurance Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Endurance Wealth Management, Inc.
Portfolio Value $731,084
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 203,364 $39,447 5.39%
2.
Qualcomm Inc
 QCOM 296,031 $35,240 4.82%
3.
Mettler Toledo International Inc
 MTD 24,250 $31,807 4.35%
4.
Thermo Fisher Scientific Inc.
 TMO 49,380 $25,764 3.52%
5.
Kinder Morgan Inc.
 KMI 1,328,015 $22,868 3.12%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)