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HEIDI MARK

@Endeavor Private Wealth, Inc.

Latest period2024 - Q4ReportedManaged Assets$105.22MTotal holdings189
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Endeavor Private Wealth, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Endeavor Private Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 105.22M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by HEIDI MARK, and others.

Portfolio holdings

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InvestmentPortfolio %Reported Value