Chief Compliance Officer

0001214659-23-006730.txt : 20230510 0001214659-23-006730.hdr.sgml : 20230510 20230510135622 ACCESSION NUMBER: 0001214659-23-006730 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Endowment Wealth Management, Inc. CENTRAL INDEX KEY: 0001904477 IRS NUMBER: 391849798 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21870 FILM NUMBER: 23905560 BUSINESS ADDRESS: STREET 1: W6272 COMMUNICATION CT. CITY: APPLETON STATE: WI ZIP: 54914-8531 BUSINESS PHONE: 920-785-6010 MAIL ADDRESS: STREET 1: W6272 COMMUNICATION CT. CITY: APPLETON STATE: WI ZIP: 54914-8531 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001904477 XXXXXXXX 03-31-2023 03-31-2023 false Endowment Wealth Management, Inc.

W6272 COMMUNICATION CT. APPLETON WI 54914-8531

13F COMBINATION REPORT 028-21870 0001407543 028-13411 ENVESTNET ASSET MANAGEMENT INC N Robert L. Riedl Chief Compliance Officer 920-785-6010 /s/ Robert L. Riedl Hilton Head SC 04-20-2023 1 136 99503974 1 0001407543 028-13411 ENVESTNET ASSET MANAGEMENT INC INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 356092 2234 SH OTR 1 0 0 2234 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 534764 5863 SH SOLE 45 0 5818 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 329823 1154 SH OTR 1 0 0 1154 ALPS ETF TR ALERIAN MLP 00162Q452 597811 15595 SH SOLE 0 0 15595 AMBEV SA SPONSORED ADR 02319V103 97620 34617 SH OTR 1 0 0 34617 APPLE INC COM 037833100 1026669 6226 SH SOLE 0 0 6226 ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 117212 14707 SH OTR 1 0 0 14707 AUTOMATIC DATA PROCESSING IN COM 053015103 233028 1047 SH OTR 1 0 0 1047 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 0 0 1 CANADIAN NATL RY CO COM 136375102 286800 2431 SH OTR 1 0 0 2431 CARRIER GLOBAL CORPORATION COM 14448C104 239263 5230 SH OTR 1 0 0 5230 CDW CORP COM 12514G108 270623 1389 SH OTR 1 0 0 1389 CION INVT CORP COM 17259U204 532440 53945 SH SOLE 0 0 53945 CONTEXTLOGIC INC COM CL A 21077C107 5662 12700 SH SOLE 0 0 12700 COUPANG INC CL A 22266T109 844880 52805 SH SOLE 0 0 52805 D R HORTON INC COM 23331A109 297221 3042 SH OTR 1 0 0 3042 DBX ETF TR XTRACK HRVST CSI 233051879 818067 27960 SH SOLE 0 0 27960 DOLLAR GEN CORP NEW COM 256677105 212562 1010 SH OTR 1 0 0 1010 ENEL CHILE S.A. 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