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Howard Wealth Management

Latest statistics and disclosures from Howard Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VYM, VB, AAPL, VIG, and represent 34.69% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: LLY, IJH, XYLD, MSFT, CI, HEDJ, DE, CVX, NOBL, QYLD.
Started 9 new stock positions in BIZD, CI, HEDJ, NOBL, CVX, DE, XYLD, QYLD, LLY.
Reduced shares in these 10 stocks: , , , AOM, VIG, VTI, PPT, VT, PGX, SDY.
Sold out of its positions in AOM, BXMX, SPXX, PPT, SPYV.
Howard Wealth Management was a net seller of stock by $-3.7M.
Howard Wealth Management has $123M in assets under management (AUM), dropping by 2.76%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 104 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	10.0	$12M		36k	344.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.7	$12M		99k	120.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.9	$7.3M		32k	228.59	View chart
Apple (AAPL)	4.8	$5.9M	+2%	34k	171.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.3	$5.3M	-3%	29k	182.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.4	$4.2M	-2%	38k	110.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$3.5M		6.7k	523.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$3.2M		38k	84.44	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.4	$2.9M	+4%	91k	32.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$2.7M	-2%	5.1k	525.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$2.7M	+4%	5.6k	480.70	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$2.5M		16k	162.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.1M	-7%	7.9k	259.90	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.5	$1.9M	-4%	158k	11.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.4	$1.7M		7.2k	239.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$1.7M		29k	58.65	View chart
Amazon (AMZN)	1.3	$1.7M		9.2k	180.38	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	1.3	$1.6M	-4%	22k	73.04	View chart
Microsoft Corporation (MSFT)	1.2	$1.5M	+17%	3.5k	420.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$1.4M		24k	60.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$1.4M	-3%	8.0k	175.27	View chart
Vanguard World Health Car Etf (VHT)	1.1	$1.4M	-3%	5.2k	270.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$1.2M	+4%	17k	72.63	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.0	$1.2M	-6%	9.4k	131.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.2M		8.2k	150.93	View chart
Ishares Tr Global 100 Etf (IOO)	0.9	$1.1M		13k	89.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$1.1M	-2%	13k	86.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.1M		7.1k	152.26	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.8	$1.0M		26k	38.89	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.8	$994k	-2%	47k	21.15	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.8	$985k		20k	50.12	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$978k		27k	35.84	View chart
Visa Com Cl A (V)	0.8	$955k		3.4k	279.07	View chart
Mastercard Incorporated Cl A (MA)	0.8	$952k		2.0k	481.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$948k		4.5k	210.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$936k		2.1k	444.06	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.8	$929k		37k	25.22	View chart
Meta Platforms Cl A (META)	0.7	$917k		1.9k	485.58	View chart
Tesla Motors (TSLA)	0.6	$789k		4.5k	175.79	View chart
JPMorgan Chase & Co. (JPM)	0.6	$781k	+11%	3.9k	200.30	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.6	$764k		14k	56.68	View chart
Palantir Technologies Cl A (PLTR)	0.6	$756k		33k	23.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$734k	-7%	9.5k	77.31	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$731k		1.8k	397.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$646k	+23%	11k	57.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$637k		1.9k	337.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$630k	+400%	10k	60.74	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$623k		4.7k	131.93	View chart
Johnson & Johnson (JNJ)	0.5	$622k		3.9k	158.19	View chart
Merck & Co (MRK)	0.5	$572k		4.3k	131.95	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.5	$571k	+5%	32k	17.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$509k		6.4k	79.86	View chart
Exxon Mobil Corporation (XOM)	0.4	$508k	+6%	4.4k	116.24	View chart
Eli Lilly & Co. (LLY)	0.4	$505k	NEW	649.00	777.96	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$502k		5.4k	93.48	View chart
Vanguard World Financials Etf (VFH)	0.4	$490k	-2%	4.8k	102.39	View chart
NVIDIA Corporation (NVDA)	0.4	$487k	+18%	539.00	903.56	View chart
Netflix (NFLX)	0.4	$472k	+2%	777.00	607.33	View chart
Public Service Enterprise (PEG)	0.4	$450k		6.7k	66.78	View chart
Home Depot (HD)	0.4	$435k	+2%	1.1k	383.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$428k	-11%	3.9k	110.52	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$422k		6.6k	64.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$384k	-2%	732.00	524.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$366k	+4%	870.00	420.52	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$359k	-3%	3.1k	115.77	View chart
M&T Bank Corporation (MTB)	0.3	$358k		2.5k	145.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$356k	-2%	1.4k	249.86	View chart
McDonald's Corporation (MCD)	0.3	$351k		1.2k	281.95	View chart
Abbvie (ABBV)	0.3	$339k	+3%	1.9k	182.10	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$330k	+22%	7.0k	47.46	View chart
WD-40 Company (WDFC)	0.3	$323k		1.3k	253.31	View chart
UnitedHealth (UNH)	0.3	$322k		650.00	494.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$319k	-13%	6.2k	51.28	View chart
Costco Wholesale Corporation (COST)	0.3	$319k	+5%	435.00	732.63	View chart
Procter & Gamble Company (PG)	0.3	$312k	+2%	1.9k	162.25	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.3	$308k		5.6k	54.80	View chart
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)	0.2	$306k	+2%	11k	28.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$298k	-3%	3.8k	77.73	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$289k	-11%	5.7k	51.06	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$281k	-9%	11k	25.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$281k	-2%	975.00	288.03	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$278k	-4%	5.0k	55.67	View chart
Lockheed Martin Corporation (LMT)	0.2	$273k	-6%	600.00	454.87	View chart
Pepsi (PEP)	0.2	$268k	-11%	1.5k	175.01	View chart
Pfizer (PFE)	0.2	$266k	-21%	9.6k	27.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$260k	-10%	2.6k	100.54	View chart
Block Cl A (SQ)	0.2	$259k		3.1k	84.58	View chart
Verizon Communications (VZ)	0.2	$254k	+7%	6.0k	41.96	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$253k	NEW	6.2k	40.79	View chart
Vanguard World Energy Etf (VDE)	0.2	$249k		1.9k	131.73	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$242k		4.0k	61.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$230k		1.3k	179.11	View chart
Texas Instruments Incorporated (TXN)	0.2	$223k		1.3k	174.21	View chart
Cigna Corp (CI)	0.2	$217k	NEW	597.00	363.19	View chart
Duke Energy Corp Com New (DUK)	0.2	$216k		2.2k	96.71	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.2	$212k	NEW	4.4k	48.30	View chart
Deere & Company (DE)	0.2	$210k	NEW	511.00	410.74	View chart
Intel Corporation (INTC)	0.2	$209k	+14%	4.7k	44.17	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$206k	-14%	3.5k	58.59	View chart
Chevron Corporation (CVX)	0.2	$205k	NEW	1.3k	157.74	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.2	$203k		1.2k	166.33	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$202k	NEW	2.0k	101.42	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$191k	NEW	11k	17.91	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$171k	NEW	10k	16.90	View chart

Past Filings by Howard Wealth Management

SEC 13F filings are viewable for Howard Wealth Management going back to 2019

Howard Wealth Management 2024 Q1 filed May 6, 2024
Howard Wealth Management 2023 Q4 filed Feb. 7, 2024
Howard Wealth Management 2023 Q3 filed Nov. 1, 2023
Howard Wealth Management 2023 Q2 filed Aug. 1, 2023
Howard Wealth Management 2023 Q1 filed May 4, 2023
Howard Wealth Management 2022 Q4 filed Jan. 26, 2023
Howard Wealth Management 2022 Q3 filed Nov. 1, 2022
Howard Wealth Management 2022 Q2 filed Aug. 9, 2022
Howard Wealth Management 2022 Q1 filed April 20, 2022
Howard Wealth Management 2021 Q4 filed Jan. 18, 2022
Howard Wealth Management 2021 Q3 filed Oct. 19, 2021
Howard Wealth Management 2021 Q2 filed July 27, 2021
Howard Wealth Management 2021 Q1 filed April 23, 2021
Howard Wealth Management 2020 Q4 filed Feb. 2, 2021
Howard Wealth Management 2020 Q3 filed Oct. 29, 2020
Howard Wealth Management 2020 Q2 filed Aug. 3, 2020

View all past filings

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