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Shifting Fortunes: A Look at Endurance Wealth Management's Q3 2022 vs. Q4 2022 Portfolio

Ava Hoppe | 24 April, 2023

Endurance Wealth Management, Inc. recently released their 13F Holdings Comparison report for Q3 2022 and Q4 2022, revealing notable shifts in their investment portfolio. The report offers insight into the holdings of the firm, detailing the changes in shares, value, and percentages for each issuer. Let's dive into the report and see what trends and changes we can uncover.


Endurance Wealth Management, Inc. is a leading investment management firm known for its expertise in identifying opportunities and providing comprehensive solutions to its clients. As part of its reporting obligations, the company recently released its 13F Holdings Comparison report for Q3 2022 and Q4 2022. This report outlines the changes in the firm's portfolio over the two quarters, serving as a valuable tool for investors interested in the firm's investment strategies.

Changes in Holdings

The report indicates that Endurance Wealth Management's holdings underwent several significant changes between Q3 2022 and Q4 2022. Notably, the firm increased its holdings in Quanta Services Inc., Jacbos Solutions Inc., and Nextera Energy Inc. Com, among others. Meanwhile, there were reduced holdings in certain stocks like Edwards Lifesciences Corp. Com, Ecolab Inc. Com, and Entegris Inc. Com.

One of the biggest changes in holdings came from Amazon. The company experienced a 34.6% increase in shares, and a 0.1% change in overall value. Similarly, there was a substantial increase in shares of New Fortress Energy Inc. Com Cl A, but the value of these shares experienced a significant increase of 885.7%. It is worth noting that Bank of America Corp. Com and Microsoft remained some of the firm's top holdings in both Q3 and Q4 2022.

Analysis of Trends

The report also shows a few interesting trends over the two quarters. Notably, there was an overall increase in the number of shares held by the firm in Q4 2022 compared to Q3 2022. Though the total value of the portfolio increased by 1.2%, the firm's holdings still experienced a decrease in value for a few issuers. These include Edwards Lifesciences Corp. Com, Ecolab Inc. Com, and Palo Alto Networks Inc. Com, among others.

It is also interesting to note that Endurance Wealth Management diversified its portfolio during these two quarters, with new investments in different sectors, including robotics and artificial intelligence. The firm increased its holdings in Global X Robotics & Artificial Intelligence ETF by 642 shares or 1.9%. This could be an indication of the firm's anticipation of future market trends and its willingness to expand its portfolio to incorporate these developments.


Overall, Endurance Wealth Management, Inc.'s 13F Holdings Comparison report shows a few interesting changes in the firm's investment portfolio in the Q3 2022 vs. Q4 2022 period. The firm increased its investments in certain stocks while reducing holdings in others, highlighting its willingness to adjust its portfolio in response to market conditions. There were also a few notable trends, including increasing the share count of some holdings and new investments in different sectors that could be an indication of the firm's anticipation of future market trends. All in all, the report serves as a valuable tool for investors interested in the firm's investment strategies and market outlook.

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