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  Name: Endowment Wealth Management Inc.
  City: APPLETON
  State: WI
  Zip: 54914-8531
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $133,536,000
  Total Value Change : $13,327,000
  Securities Held Change : -1
   
All Securities Held : 131
  New Positions : 8
  Closed Positions : 9
  Increased Positions : 64
  Unchanged Positions : 5
  Decreased Positions : 54

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 27 New $53.88 $1,332,000 14,817 1% 1,332,000 14,817 0.016    N/A
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q 32 New $63.81 $1,063,000 17,589 0.8% 1,063,000 17,589 0.017    Closed - End Fund - Debt
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... 33 New $87.71 $1,056,000 13,163 0.79% 1,056,000 13,163 0.098    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 114 New $167.45 $222,000 1,370 0.17% 222,000 1,370 0    Cleaning Products
   (WFC)1 Year Chart         WFC Wells Fargo & Co 118 New $57.01 $209,000 3,600 0.16% 209,000 3,600 0    Domestic Money Center...
   (BLDP)1 Year Chart         BLDP Ballard Power Systems Inc (... 127 New $2.28 $28,000 10,105 0.02% 28,000 10,105 0.004    Industrial Electrical...
   (UBX)1 Year Chart         UBX Unity Biotechnology Inc 128 New $1.38 $22,000 13,495 0.02% 22,000 13,495 0.026    N/A
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 129 New $0.28 $20,000 16,990 0.01% 20,000 16,990 0.001    N/A

      8 Records Found
  1    
Page 1 of 1
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