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Portfolio (Quarterly) Guide ↗

ENDEAVOR PRIVATE WEALTH, INC.

· CIK 0001906023
13F Portfolio $412M AUM 464 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 87 Added 86 Reduced 12 Exited
Page 8 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNDK SANDISK CORP Technology 190.0 $432K 0.10% NEW $2273.73 -35.1%
142 ITW ILLINOIS TOOL WKS INC Industrials 1,586.0 $431K 0.10% -141.0 -8.2% $272.02 +3.5%
143 PLD PROLOGIS INC. Real Estate 3,154.0 $427K 0.10% +114.0 +3.8% $135.48 +5.0%
144 EMB ISHARES TR 4,424.0 $427K 0.10% -3K -40.0% $96.45 -1.4%
145 MGV VANGUARD WORLD FD 2,561.0 $419K 0.10% -300.0 -10.5% $163.45 +2.3%
146 GS GOLDMAN SACHS GROUP INC Financial Services 410.0 $415K 0.10% +46.0 +12.6% $1012.55 +2.5%
147 MA MASTERCARD INCORPORATED Financial Services 803.0 $412K 0.10% -107.0 -11.8% $513.47 +15.2%
148 VGT VANGUARD WORLD FD 3,432.0 $410K 0.10% +3K +351.6% $119.52 +1.8%
149 EUSB ISHARES TR 9,224.0 $401K 0.10% -288.0 -3.0% $43.45 -1.1%
150 SLV ISHARES SILVER TR Financial Services 7,454.0 $399K 0.10% +198.0 +2.7% $53.47 +17.4%
151 FBND FIDELITY MERRIMACK STR TR 8,648.0 $395K 0.10% +4K +72.3% $45.66 -1.2%
152 XLE SELECT SECTOR SPDR TR 7,337.0 $390K 0.10% -2K -22.8% $53.11 +17.4%
153 KLAC KLA CORP Technology 1,283.0 $387K 0.09% NEW $301.59 -39.4%
154 AEE AMEREN CORP Utilities 3,408.0 $385K 0.09% -535.0 -13.6% $113.04 -5.5%
155 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,974.0 $380K 0.09% $47.68 -2.7%
156 JMBS JANUS DETROIT STR TR 8,360.0 $378K 0.09% +2K +30.0% $45.19 -1.3%
157 ESGD ISHARES TR 3,658.0 $376K 0.09% -366.0 -9.1% $102.81 +3.9%
158 ITA ISHARES TR 1,524.0 $369K 0.09% -1K -39.7% $242.44 -3.5%
159 NEE NEXTERA ENERGY INC Utilities 4,167.0 $366K 0.09% $87.76 -4.6%
160 WDC WESTERN DIGITAL CORP Technology 568.0 $363K 0.09% NEW $638.72 -28.9%
Page 8 of 11  ·  216 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.2%
Technology 30.3%
Industrials 8.6%
Communication Services 6.8%
Consumer Cyclical 5.0%
Healthcare 4.9%
Consumer Defensive 3.0%
Utilities 2.4%
Energy 1.9%
Real Estate 1.9%