Endurance Wealth Management, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 600,362
- Description
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- Website
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- Founded
- —
- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/1/2014 | 185 | 600,362 | 13F-HR | Endurance Wealth Management, Inc. |
| Q1 2014 | 4/17/2014 | 162 | 515,051 | 13F-HR | Endurance Wealth Management, Inc. |
| Q4 2013 | 1/6/2014 | 159 | 505,655 | 13F-HR | Endurance Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 569.9 K | 94.9% | 79.91 K | 0 | 79.91 K |
| ETFs | 30.51 K | 5.1% | 5.406 K | 0 | 5.406 K |
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Fund Snapshot
Q2 2014
Latest filed
8/1/2014
Total value ($000)
600,362
Holdings
185
QoQ value change ($000)
85,311
(16.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.