Investments: ENDEAVOR PRIVATE WEALTH, INC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: ENDEAVOR PRIVATE WEALTH, INC.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
236.666.288 $+7.537.565 $
+153,9 %
235.446.773 $+6.193.311 $
+74,0 %
221.203.515 $+44.462.287 $
+227,1 %
148.128.245 $+4.981.929 $
+71,7 %
iSHARES TRUST64.725.064 $+10.672.496 $
+19,7 %
54.052.568 $-3.263.592 $
-5,7 %
57.316.160 $+11.213.976 $
+24,3 %
46.102.184 $-3.937.359 $
-7,9 %
ISHARES TR42.493.016 $+42.136.391 $
+11.815,3 %
47.419.150 $+45.298.987 $
+2.136,6 %
42.823.476 $+42.477.302 $
+12.270,5 %
32.322.119 $+31.007.431 $
+2.358,5 %
ISHARES INC11.174.374 $+8.595.498 $
+333,3 %
9.960.482 $-37.458.668 $
-79,0 %
7.430.423 $+5.862.636 $
+373,9 %
6.149.352 $+5.782.710 $
+1.577,2 %
VANGUARD GROUP INC7.980.059 $-1.988.196 $
-19,9 %
9.968.255 $-91.940 $
-0,9 %
10.060.195 $+8.832.168 $
+719,2 %
1.228.027 $-1.270.839 $
-50,9 %
CAPITAL GROUP CORE BALANCED7.043.698 $+6.693.378 $
+1.910,6 %
7.598.979 $+7.287.781 $
+2.341,8 %
7.099.803 $+6.276.085 $
+761,9 %
6.162.433 $+3.950.586 $
+178,6 %
Capital Group Core Equity ETF3.417.846 $-1.690.634 $
-33,1 %
5.108.480 $+424.489 $
+9,1 %
4.683.991 $+769.465 $
+19,7 %
3.914.526 $+1.284.039 $
+48,8 %
PACCAR INCPCAR4.448.021 $+160.462 $
+3,7 %
4.287.559 $+470.712 $
+12,3 %
3.816.847 $+3.816.847 $
Capital Group Dividend Value ETF4.285.849 $+101.418 $
+2,4 %
4.184.431 $+358.056 $
+9,4 %
3.826.375 $+538.587 $
+16,4 %
3.287.788 $+852.952 $
+35,0 %
SELECT SECTOR SPDR TR3.808.573 $+3.362.477 $
+753,8 %
4.075.448 $+3.621.323 $
+797,4 %
4.279.614 $+4.072.542 $
+1.966,7 %
817.091 $+501.924 $
+159,3 %
Alphabet Inc.GOOGL3.872.864 $-87.021 $
-2,2 %
3.959.885 $+1.055.523 $
+36,3 %
2.904.362 $+1.040.862 $
+55,9 %
1.863.500 $+627.759 $
+50,8 %
Capital Group Global Growth Equity ETF3.920.815 $+1.052.485 $
+36,7 %
2.868.330 $+167.365 $
+6,2 %
2.700.965 $+383.594 $
+16,6 %
2.317.371 $+641.380 $
+38,3 %
INVESCO QQQ TRUST, SERIES 1QQQ2.538.985 $-883.100 $
-25,8 %
3.422.085 $-128.156 $
-3,6 %
3.550.241 $+3.110.038 $
+706,5 %
440.203 $+230.911 $
+110,3 %
Apple Inc.AAPL3.385.078 $-161.641 $
-4,6 %
3.546.719 $+456.203 $
+14,8 %
3.090.516 $+1.306.175 $
+73,2 %
1.784.341 $-160.222 $
-8,2 %
NVIDIA CORPNVDA3.160.238 $-355.484 $
-10,1 %
3.515.722 $+87.973 $
+2,6 %
3.427.749 $+1.807.669 $
+111,6 %
1.620.080 $+459.309 $
+39,6 %
FIRST TRUST PORTFOLIOS LP3.360.253 $+3.360.253 $
ISHARES GOLD TRUSTIAU2.081.898 $-1.151.833 $
-35,6 %
3.233.731 $+1.076.464 $
+49,9 %
2.157.267 $+926.343 $
+75,3 %
1.230.924 $-236.944 $
-16,1 %
CAPITAL GROUP DIVIDEND GROWE2.947.530 $-4.096.168 $
-58,2 %
2.766.470 $+2.074.353 $
+299,7 %
2.503.508 $+1.867.025 $
+293,3 %
2.211.847 $+1.658.376 $
+299,6 %
Capital Group International Focus Equity ETF2.892.158 $+239.678 $
+9,0 %
2.652.480 $+213.344 $
+8,7 %
2.439.136 $+393.773 $
+19,3 %
2.045.363 $+664.516 $
+48,1 %
MICROSOFT CORPMSFT2.044.350 $-656.168 $
-24,3 %
2.700.518 $+273.798 $
+11,3 %
2.426.720 $+701.101 $
+40,6 %
1.725.619 $+401.377 $
+30,3 %
VANGUARD WORLD FDS2.578.876 $+2.247.251 $
+677,6 %
2.625.173 $-4.973.806 $
-65,5 %
2.647.736 $-40.175.740 $
-93,8 %
Broadcom Inc.AVGO2.392.929 $-120.516 $
-4,8 %
2.513.445 $+289.647 $
+13,0 %
2.223.798 $+758.658 $
+51,8 %
1.465.140 $+536.230 $
+57,7 %
BlackRock Fund Advisors2.224.362 $-183.940 $
-7,6 %
2.408.302 $-55.585 $
-2,3 %
2.463.887 $+240.231 $
+10,8 %
2.223.656 $-947.517 $
-29,9 %
VANGUARD TAX-MANAGED INTL FD2.446.149 $+1.224.148 $
+100,2 %
1.845.169 $+1.157.111 $
+168,2 %
1.576.062 $+475.943 $
+43,3 %
366.582 $-5.782.770 $
-94,0 %
Meta Platforms, Inc.META2.188.721 $-182.038 $
-7,7 %
2.370.759 $+88.536 $
+3,9 %
2.282.223 $+461.689 $
+25,4 %
1.820.534 $+578.737 $
+46,6 %
Janus Detroit Street Trust2.090.735 $-128.106 $
-5,8 %
2.218.841 $+824.531 $
+59,1 %
1.394.310 $+351.688 $
+33,7 %
1.042.622 $+296.654 $
+39,8 %
JANUS DETROIT STR TR2.141.051 $+1.274.434 $
+147,1 %
2.120.163 $+1.904.887 $
+884,9 %
1.567.787 $+778.444 $
+98,6 %
1.314.688 $+497.597 $
+60,9 %
Bank of New York Mellon CorpBK1.985.928 $+190.114 $
+10,6 %
1.795.814 $+122.587 $
+7,3 %
1.673.227 $+314.956 $
+23,2 %
1.358.271 $+171.939 $
+14,5 %
AMAZON COM INCAMZN1.670.950 $-189.921 $
-10,2 %
1.860.871 $+205.972 $
+12,4 %
1.654.899 $+15.178 $
+0,9 %
1.639.721 $+106.225 $
+6,9 %
Walmart Inc.WMT1.449.602 $-12.303 $
-0,8 %
1.461.905 $+171.166 $
+13,3 %
1.290.739 $+324.618 $
+33,6 %
966.121 $+146.638 $
+17,9 %
VALUED ADVISERS TR1.325.631 $+946.405 $
+249,6 %
1.133.924 $-5.965.879 $
-84,0 %
893.174 $+511.443 $
+134,0 %
VANGUARD SCOTTSDALE FUNDS1.227.699 $-57.907 $
-4,5 %
1.285.606 $+27.830 $
+2,2 %
1.257.776 $+1.257.776 $
VANGUARD STAR FDS1.222.001 $+509.768 $
+71,6 %
1.281.512 $-563.657 $
-30,5 %
1.100.119 $+896.261 $
+439,6 %
JPMORGAN CHASE & COJPM893.360 $-239.021 $
-21,1 %
1.132.381 $+97.465 $
+9,4 %
1.034.916 $+207.913 $
+25,1 %
827.003 $+273.083 $
+49,3 %
CISCO SYSTEMS, INC.CSCO1.082.514 $+3.356 $
+0,3 %
1.079.158 $+123.825 $
+13,0 %
955.333 $+101.118 $
+11,8 %
854.215 $+97.854 $
+12,9 %
Phillips 66PSX1.067.591 $+259.968 $
+32,2 %
807.623 $+66.457 $
+9,0 %
741.166 $+116.361 $
+18,6 %
624.805 $-90.243 $
-12,6 %
FIRST TRUST EXCHANGE-TRADED FUND IV947.777 $+180.743 $
+23,6 %
767.034 $+334.413 $
+77,3 %
432.621 $+111.526 $
+34,7 %
321.095 $+321.095 $
J P MORGAN EXCHANGE-TRADED F866.617 $+636.774 $
+277,0 %
930.710 $+701.446 $
+306,0 %
823.718 $+229.973 $
+38,7 %
HOME DEPOT, INC.HD807.452 $-98.099 $
-10,8 %
905.551 $+209.970 $
+30,2 %
695.581 $+44.164 $
+6,8 %
INTERNATIONAL BUSINESS MACHINES CORPIBM726.305 $-177.214 $
-19,6 %
903.519 $+50.503 $
+5,9 %
853.016 $+853.016 $
INVESCO EXCHANGE TRADED FD T593.225 $-10.581.149 $
-94,7 %
893.410 $-9.067.072 $
-91,0 %
789.343 $+444.455 $
+128,9 %
BlackRock Finance, Inc.730.503 $+127.023 $
+21,0 %
603.480 $-288.864 $
-32,4 %
892.344 $+576.091 $
+182,2 %
316.253 $-133.337 $
-29,7 %
Invesco Actively Managed Exchange-Traded Commodity Fund Trust492.642 $-22.565 $
-4,4 %
515.207 $-356.205 $
-40,9 %
871.412 $+292.049 $
+50,4 %
579.363 $-131.724 $
-18,5 %
AMGEN INCAMGN831.775 $+77.689 $
+10,3 %
754.086 $+52.204 $
+7,4 %
701.882 $-9.046 $
-1,3 %
710.928 $-208.773 $
-22,7 %
CHEVRON CORPCVX800.567 $+239.135 $
+42,6 %
561.432 $-17.214 $
-3,0 %
578.646 $+59.958 $
+11,6 %
518.688 $-147.144 $
-22,1 %
CAPITAL GROUP NEW GEOGRAPHY799.352 $-2.148.178 $
-72,9 %
SPDR SERIES TRUST289.057 $-169.107 $
-36,9 %
458.164 $-332.662 $
-42,1 %
790.826 $-1.050.787 $
-57,1 %
PNC FINANCIAL SERVICES GROUP, INC.PNC743.511 $-25.562 $
-3,3 %
769.073 $+1.828 $
+0,2 %
767.245 $+58.387 $
+8,2 %
708.858 $+45.877 $
+6,9 %
WATSCO INCWSO669.326 $-91.724 $
-12,1 %
761.050 $-36.402 $
-4,6 %
Constellation Energy CorpCEG561.812 $-158.883 $
-22,0 %
720.695 $+287.394 $
+66,3 %
433.301 $+433.301 $
VANGUARD WHITEHALL FDS716.992 $-1.729.157 $
-70,7 %
688.058 $+331.004 $
+92,7 %
636.483 $-939.579 $
-59,6 %
VANGUARD SPECIALIZED FUNDS712.233 $-41.780.783 $
-98,3 %
673.704 $-607.808 $
-47,4 %
593.745 $+392.390 $
+194,9 %
381.731 $+15.149 $
+4,1 %
AMERICAN ELECTRIC POWER CO INCAEP584.512 $-21.935 $
-3,6 %
606.447 $-102.465 $
-14,5 %
708.912 $+112.016 $
+18,8 %
596.896 $+67.982 $
+12,9 %
GENERAL DYNAMICS CORPGD706.108 $+74.268 $
+11,8 %
631.840 $+402.077 $
+175,0 %
229.763 $+229.763 $
CAPITAL GROUP INTERNATIONAL692.117 $+255.478 $
+58,5 %
638.083 $-1.865.425 $
-74,5 %
553.471 $+330.141 $
+147,8 %
AMEREN CORPAEE433.366 $-75.094 $
-14,8 %
508.460 $-173.691 $
-25,5 %
682.151 $+118.792 $
+21,1 %
563.359 $+65.486 $
+13,2 %
BALL CorpBALL678.346 $+68.979 $
+11,3 %
609.367 $+26.664 $
+4,6 %
582.703 $+582.703 $
PROCTER & GAMBLE CoPG331.481 $-202.965 $
-38,0 %
534.446 $-121.446 $
-18,5 %
655.892 $+69.551 $
+11,9 %
586.341 $-5.380 $
-0,9 %
LOWES COMPANIES INCLOW650.701 $+349.014 $
+115,7 %
301.687 $-76.022 $
-20,1 %
377.709 $+135.146 $
+55,7 %
242.563 $-37.079 $
-13,3 %
LAMAR ADVERTISING CO/NEWLAMR600.703 $+5.568 $
+0,9 %
595.135 $-53.958 $
-8,3 %
649.093 $+23.842 $
+3,8 %
625.251 $+57.902 $
+10,2 %
VISA INC.V561.427 $-82.943 $
-12,9 %
644.370 $+176.887 $
+37,8 %
467.483 $+5.602 $
+1,2 %
461.881 $-22.046 $
-4,6 %
Tesla, Inc.TSLA542.755 $-76.959 $
-12,4 %
619.714 $+122.517 $
+24,6 %
497.197 $+236.081 $
+90,4 %
261.116 $+35.128 $
+15,5 %
ILLINOIS TOOL WORKS INCITW449.510 $-61.857 $
-12,1 %
511.367 $-92.717 $
-15,3 %
604.084 $+27.838 $
+4,8 %
576.246 $+30.299 $
+5,5 %
JOHNSON & JOHNSONJNJ593.537 $+63.902 $
+12,1 %
529.635 $+93.379 $
+21,4 %
436.256 $+115.257 $
+35,9 %
320.999 $-22.804 $
-6,6 %
ELI LILLY & CoLLY591.226 $+32.253 $
+5,8 %
558.973 $+310.898 $
+125,3 %
248.075 $+33.114 $
+15,4 %
214.961 $-12.477 $
-5,5 %
XCEL ENERGY INCXEL497.969 $-85.116 $
-14,6 %
583.085 $+291.442 $
+99,9 %
291.643 $+291.643 $
Mastercard IncMA454.614 $-67.992 $
-13,0 %
522.606 $+85.772 $
+19,6 %
436.834 $+131.395 $
+43,0 %
305.439 $-11.955 $
-3,8 %
iShares Bitcoin Trust ETFIBIT313.123 $-91.525 $
-22,6 %
404.648 $-99.102 $
-19,7 %
503.750 $+503.750 $
iShares Silver TrustSLV494.424 $+64.485 $
+15,0 %
429.939 $+147.585 $
+52,3 %
282.354 $+282.354 $
NETFLIX INCNFLX228.741 $-132.422 $
-36,7 %
361.163 $-44.072 $
-10,9 %
405.235 $-86.226 $
-17,5 %
491.461 $+146.425 $
+42,4 %
MORGAN STANLEYMS482.760 $+45.788 $
+10,5 %
436.972 $+436.972 $
SPDR SER TR446.096 $-2.320.374 $
-83,9 %
454.125 $-871.506 $
-65,7 %
462.000 $+65.134 $
+16,4 %
VERIZON COMMUNICATIONS INCVZ438.473 $+162.712 $
+59,0 %
275.761 $-180.714 $
-39,6 %
456.475 $+166.173 $
+57,2 %
290.302 $+290.302 $
AbbVie Inc.ABBV450.111 $+56.022 $
+14,2 %
394.089 $+96.484 $
+32,4 %
297.605 $+297.605 $
ANALOG DEVICES INCADI442.526 $+73.320 $
+19,9 %
369.206 $+6.577 $
+1,8 %
362.629 $+11.488 $
+3,3 %
351.141 $+22.217 $
+6,8 %
BERKSHIRE HATHAWAY INCBRK-B383.360 $-56.459 $
-12,8 %
439.819 $+165.323 $
+60,2 %
274.496 $+274.496 $
COSTCO WHOLESALE CORP /NEWCOST419.233 $+29.675 $
+7,6 %
389.558 $-49.594 $
-11,3 %
439.152 $+95.151 $
+27,7 %
344.001 $+31.424 $
+10,1 %
FIDELITY MERRIMACK STR TR229.843 $-54.437 $
-19,1 %
436.639 $-456.771 $
-51,1 %
344.888 $-293.195 $
-45,9 %
PROSHARES TRUST431.971 $+431.971 $
GENERAL ELECTRIC COGE419.730 $-2.924 $
-0,7 %
422.654 $+52.323 $
+14,1 %
370.331 $+159.882 $
+76,0 %
210.449 $+210.449 $
SELECT SECTOR SPDR TRUST301.850 $-101.918 $
-25,2 %
403.768 $-12.597 $
-3,0 %
416.365 $+416.365 $
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM411.576 $+81.951 $
+24,9 %
329.625 $+56.494 $
+20,7 %
273.131 $+2.405 $
+0,9 %
270.726 $+52.594 $
+24,1 %
Prologis, Inc.PLD401.791 $+1.659 $
+0,4 %
400.132 $+138.569 $
+53,0 %
261.563 $-83.756 $
-24,3 %
345.319 $-240.795 $
-41,1 %
SPDR GOLD TRUSTGLD397.587 $+90.447 $
+29,4 %
307.140 $+52.979 $
+20,8 %
254.161 $+254.161 $
VANGUARD MUN BD FDS356.625 $-1.784.426 $
-83,3 %
379.226 $-294.478 $
-43,7 %
396.866 $-3.882.748 $
-90,7 %
NEXTERA ENERGY INCNEE388.695 $+40.660 $
+11,7 %
348.035 $+25.587 $
+7,9 %
322.448 $+322.448 $
VANGUARD WORLD FD331.625 $-385.367 $
-53,7 %
357.054 $-2.268.119 $
-86,4 %
346.174 $-7.084.249 $
-95,3 %
ABRDN ETFS350.320 $-242.905 $
-40,9 %
311.198 $-2.336.538 $
-88,2 %
OMEGA HEALTHCARE INVESTORS INCOHI349.184 $+9.385 $
+2,8 %
339.799 $+48.563 $
+16,7 %
291.236 $+291.236 $
NNN REIT, INC.NNN337.615 $+78.137 $
+30,1 %
259.478 $+11.177 $
+4,5 %
MPLX LPMPLX318.822 $+12.700 $
+4,1 %
306.122 $+49.305 $
+19,2 %
256.817 $+256.817 $
SIMPLIFY EXCHANGE TRADED FUN315.167 $-578.007 $
-64,7 %
BANK OF AMERICA CORP /DE/BAC267.879 $+18.240 $
+7,3 %
249.639 $-58.689 $
-19,0 %
308.328 $-97.410 $
-24,0 %
GOLDMAN SACHS GROUP INCGS307.889 $+32.069 $
+11,6 %
275.820 $+20.166 $
+7,9 %
255.654 $+44.618 $
+21,1 %
211.036 $+211.036 $
LOCKHEED MARTIN CORPLMT301.438 $+83.441 $
+38,3 %
Palantir Technologies Inc.PLTR278.956 $-19.664 $
-6,6 %
298.620 $+28.638 $
+10,6 %
269.982 $+269.982 $
COCA COLA COKO296.593 $+34.399 $
+13,1 %
262.194 $+30.905 $
+13,4 %
231.289 $+231.289 $
PALMER SQUARE FUNDS TR284.280 $+4.695 $
+1,7 %
229.264 $-2.733 $
-1,2 %
201.355 $-260.645 $
-56,4 %
EXXON MOBIL CORPXOM281.815 $+28.719 $
+11,3 %
253.096 $+253.096 $
PALMER SQUARE FUNDS TRUST279.585 $-3.528.988 $
-92,7 %
231.997 $-3.843.451 $
-94,3 %
203.858 $-930.066 $
-82,0 %
ADVANCED MICRO DEVICES INCAMD271.376 $-6.603 $
-2,4 %
277.979 $+277.979 $
World Gold TrustGLDM225.052 $-48.217 $
-17,6 %
273.269 $+273.269 $
Accenture plcACN272.643 $+28.363 $
+11,6 %
244.280 $-13.044 $
-5,1 %
257.324 $+6.869 $
+2,7 %
ASTRAZENECA PLCAZN260.644 $+260.644 $
MCDONALDS CORPMCD229.939 $-28.836 $
-11,1 %
258.775 $-1.580 $
-0,6 %
260.355 $+43.629 $
+20,1 %
216.726 $-16.367 $
-7,0 %
ABBOTT LABORATORIESABT202.007 $-58.171 $
-22,4 %
260.178 $+46.063 $
+21,5 %
214.115 $+214.115 $
iShares, Inc.257.551 $-1.769.140 $
-87,3 %
BlackRock, Inc.BLK214.385 $-24.520 $
-10,3 %
238.905 $-17.824 $
-6,9 %
256.729 $+256.729 $
CVS HEALTH CorpCVS251.830 $+251.830 $
TJX COMPANIES INC /DE/TJX235.363 $+9.653 $
+4,3 %
225.710 $+17.592 $
+8,5 %
208.118 $+4.996 $
+2,5 %
203.122 $+203.122 $
WASTE MANAGEMENT INCWM213.022 $-11.260 $
-5,0 %
224.282 $-3.976 $
-1,7 %
228.258 $+10.994 $
+5,1 %
217.264 $-20.706 $
-8,7 %
AUTOMATIC DATA PROCESSING INCADP227.660 $+4.016 $
+1,8 %
223.644 $-8.078 $
-3,5 %
BlackRock Enhanced International Dividend TrustBGY208.009 $-18.071 $
-8,0 %
226.080 $+23.392 $
+11,5 %
202.688 $+19.278 $
+10,5 %
183.410 $+5.702 $
+3,2 %
TRACTOR SUPPLY CO /DE/TSCO226.073 $-11.454 $
-4,8 %
TEXAS INSTRUMENTS INCTXN224.765 $+21.246 $
+10,4 %
203.519 $+203.519 $
FIRST TR EXCHANGE TRAD FD VI223.330 $-32.098.789 $
-99,3 %
TERADYNE, INCTER217.609 $+217.609 $
J P MORGAN EXCHANGE TRADED F215.276 $-715.434 $
-76,9 %
207.072 $-5.955.361 $
-96,6 %
MERCADOLIBRE INCMELI211.704 $+211.704 $
SOUTHERN COSO206.037 $+206.037 $
Merck & Co., Inc.MRK205.080 $+205.080 $
CrowdStrike Holdings, Inc.CRWD200.630 $+200.630 $
ROYCE SMALL-CAP TRUST, INC.RVT187.248 $+5.640 $
+3,1 %
181.608 $-15.258 $
-7,8 %
196.866 $+196.866 $
BlackRock Enhanced Equity Dividend TrustBDJ114.000 $-11.373 $
-9,1 %
125.373 $-23.930 $
-16,0 %
149.303 $+40.756 $
+37,5 %
108.547 $+3.541 $
+3,4 %
Capitol Federal Financial, Inc.CFFN136.682 $+13.761 $
+11,2 %
122.921 $+122.921 $
NOKIA CORPNOK95.599 $-1.266 $
-1,3 %
96.865 $-6.062 $
-5,9 %
Xperi Inc.XPER67.603 $-1.141 $
-1,7 %
68.744 $+68.744 $
236.666.288 $+7.537.565 $
+153,9 %
235.446.773 $+6.193.311 $
+74,0 %
221.203.515 $+44.462.287 $
+227,1 %
148.128.245 $+4.981.929 $
+71,7 %
Erweitert ×