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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
CGXUCapital Group Intl Focus Eqt
Recent Activity
New Position
1.05%
$1.095M
44,389 shares@ $24.67 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.94%
$981,203
10,165 shares@ $96.53 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.9%
$943,925
34,601 shares@ $27.29 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.87%
$912,663
4,160 shares@ $219.4 avg price
TLTIshares Tr
Recent Activity
New Position
0.87%
$906,834
10,384 shares@ $87.33 avg price
IEMGIshares Inc
Recent Activity
New Position
0.72%
$748,869
14,340 shares@ $52.23 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.63%
$662,731
3,480 shares@ $190.44 avg price
AVMCAmerican Centy Etf Tr
Recent Activity
New Position
0.63%
$654,774
10,075 shares@ $64.99 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
New Position
0.51%
$529,263
8,132 shares@ $65.09 avg price
IAUIshares Gold Tr
Recent Activity
New Position
0.42%
$434,549
8,777 shares@ $49.51 avg price