Long-term investor
Endeavor Private Wealth, Inc. @endeavorprivatewealthinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001906023).
Record
- Tracked since 2025-12-31 (257 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.5%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 6.5% · long · since 2025-12-31
- IUSB · 4.7% · long · since 2025-12-31
- DYNF · 3.6% · long · since 2025-12-31
- SPY · 3.2% · long · since 2025-12-31
- IVE · 2.9% · long · since 2025-12-31
- IVW · 2.7% · long · since 2025-12-31
- IEMG · 2.6% · long · since 2025-12-31
- AVUS · 2.5% · long · since 2025-12-31
- VO · 2.0% · long · since 2025-12-31
- CGBL · 2.0% · long · since 2025-12-31
- MGC · 1.7% · long · since 2025-12-31
- BAI · 1.6% · long · since 2025-12-31