Endowment Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$149M
Signature - Title
Timothy J. Landolt - Chief Compliance Officer
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by Endowment Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Endowment Wealth Management, Inc. reported 138 stock holdings with total value $149M as of Q4 2024. Top holdings included PSP, VTI, ITOT, QAI, and WST.
Holdings Value

List of Other Managers Reporting for Endowment Wealth Management, Inc.:

Name Holdings Value Location File Number
ENVESTNET ASSET MANAGEMENT INC $310B Chicago, IL 028-13411