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Endurance Wealth Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares 1-3 Year Credit Bond ETF $21,338,000
iShares MSCI EAFE ETF $16,267,000
Vanguard 500 Index Fund $12,453,000
Vanguard Health Care Index Fund $5,475,000
iShares National Muni Bond ETF $4,223,000
Vanguard European Stock Index Fund $2,893,000
ProShares Short 20+ Year Treasury $2,157,000
iShares Europe ETF $1,999,000
Vanguard Mid-Cap Index Fund $1,988,000
Vanguard Small-Cap Index Fund $1,768,000
ProShares UltraPro QQQ $1,735,000
SPDR Bloomberg Barclays Short Term Corporate Bond ETF $1,640,000
Financial Select Sector SPDR Fund $1,157,000
iShares Short-Term National Muni Bond ETF $1,091,000
iShares MSCI Emerging Markets ETF $943,000
Energy Select Sector SPDR Fund $927,000
iShares Emerging Markets Dividend ETF $717,000
iShares MSCI Europe Financials ETF $648,000
ProShares UltraShort 20+ Year Treasury $573,000
Health Care Select Sector SPDR Fund $519,000
iShares Intermediate Government/Credit Bond ETF $518,000
SPDR S&P 500 ETF Trust $504,000
PowerShares Financial Preferred Portfolio $475,000
iShares MSCI Pacific ex Japan ETF $378,000
Utilities Select Sector SPDR Fund $351,000
Technology Select Sector SPDR Fund $306,000
iShares US Technology ETF $293,000
iShares Core S&P Mid-Cap ETF $283,000
ProShares Investment Grade-Interest Rate Hedged ETF $249,000
iShares 1-3 Year Treasury Bond ETF $241,000
iShares Core S&P 500 ETF $237,000
Industrial Select Sector SPDR Fund $237,000
Consumer Discretionary Select Sector SPDR Fund $222,000
iShares US Preferred Stock ETF $205,000
iShares Nasdaq Biotechnology ETF $203,000
SPDR S&P MidCap 400 ETF $189,000
Vanguard Industrials Index Fund $184,000
Consumer Staples Select Sector SPDR Fund $174,000
Vanguard Consumer Discretionary Index Fund $165,000
iShares S&P Mid-Cap 400 Value ETF $162,000
iShares S&P Small-Cap 600 Value ETF $110,000
iShares US Telecommunications ETF $93,000
Vanguard Consumer Staples Index Fund $92,000
SPDR S&P Dividend ETF $90,000
Vanguard Short-Term Bond Index Fund $76,000
Materials Select Sector SPDR Fund $61,000
SPDR Gold Shares $58,000
iShares S&P Mid-Cap 400 Growth ETF $54,000
iShares Russell 1000 ETF $51,000
SPDR Dow Jones Industrial Average ETF Trust $50,000
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund $48,000
iShares Core High Dividend ETF $47,000
Vanguard Information Technology Index Fund $43,000
iShares Russell 2000 ETF $43,000
iShares Select Dividend ETF $42,000
iShares MSCI Germany Small-Cap ETF $35,000
iShares iBoxx $ High Yield Corporate Bond ETF $35,000
Vanguard Telecommunication Services Index Fund $34,000
BLDRS Emerging Markets 50 ADR Index Fund $29,000
ProShares Short Dow30 $23,000
iShares Agency Bond ETF $23,000
ProShares Short S&P500 $23,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $18,000
Vanguard REIT Index Fund $17,000
SPDR Bloomberg Barclays High Yield Bond ETF $16,000
iShares US Pharmaceuticals ETF $16,000
Vanguard Intermediate-Term Bond Index Fund $15,000
Alps STOXX Europe 600 ETF $15,000
iShares Russell Mid-Cap ETF $14,000
iShares Currency Hedged MSCI Germany ETF $14,000
iShares Global Healthcare ETF $13,000
iShares US Utilities ETF $12,000
Vanguard Emerging Markets Stock Index Fund $11,000
iPath Exchange Traded Notes Bloomberg Copper Subindex Total Return ETN Series A $10,000
iShares S&P 500 Value ETF $9,000
iShares Silver Trust $9,000
SPDR S&P Emerging Markets ETF $7,000
iShares Gold Trust $6,000
iShares Russell Mid-Cap Value ETF $6,000
SPDR EURO STOXX 50 ETF $3,000
iShares US Healthcare ETF $2,000
iShares S&P 500 Growth ETF $2,000
PowerShares DB Base Metals Fund $2,000
SPDR S&P Telecom ETF $1,000
iShares US Industrials ETF $1,000
United States Natural Gas Fund, LP $1,000

    Assets

    Assets

    Last updated on June 16, 2019
      • $836.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 737
        Accounts
      • $1.1M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    6

    name start date
    Margaret Ruth Corcillo
    May 2015
    Karin Elizabeth Isherwood Coulter
    December 2015
    Donald Jerome Clarke
    October 2012
    J Michael Costello
    October 2012
    Peter James Corsi
    October 2012

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      J Michael Costello President June, 2008 75% or more
      Thomas Earle Gardner Chief Compliance Officer January, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Other