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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
New Position
1.66%
$1.746M
13,000 shares@ $134.29 avg price
IYWIshares Tr
Recent Activity
New Position
1.49%
$1.562M
9,791 shares@ $159.52 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
New Position
1.39%
$1.456M
49,836 shares@ $29.23 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
New Position
1.35%
$1.417M
26,074 shares@ $54.37 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
New Position
1.3%
$1.359M
61,238 shares@ $22.2 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
New Position
1.23%
$1.285M
24,699 shares@ $52.02 avg price
CGDGCapital Group Dividend Growe
Recent Activity
New Position
1.21%
$1.268M
42,778 shares@ $29.65 avg price
CGGRCapital Group Growth Etf
Recent Activity
New Position
1.15%
$1.203M
32,368 shares@ $37.17 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
New Position
1.15%
$1.2M
20,407 shares@ $58.8 avg price
MTUMIshares Tr
Recent Activity
New Position
1.13%
$1.188M
5,740 shares@ $206.9 avg price