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William Howard & Co Financial Advisors

Latest statistics and disclosures from William Howard & Co Financial Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002023493

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Positions held by William Howard & Co Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	24.4	$26M	50k	525.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	15.7	$17M	177k	94.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.5	$10M	48k	210.29	View chart
Ishares Tr Cohen Steer Reit (ICF)	8.4	$9.0M	156k	57.70	View chart
Ishares Tr Russell 3000 Etf (IWV)	5.1	$5.4M	18k	300.08	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.5	$3.7M	32k	115.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.5	$3.7M	50k	74.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.5	$3.7M	51k	72.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.5	$2.6M	23k	117.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$2.5M	32k	79.88	View chart
Stryker Corporation (SYK)	1.8	$2.0M	5.5k	357.92	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$1.9M	17k	107.36	View chart
Apple (AAPL)	1.6	$1.7M	9.8k	171.45	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.5	$1.6M	20k	81.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$1.2M	24k	50.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$1.2M	12k	97.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.1M	13k	86.47	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.9	$1.0M	24k	42.15	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$885k	17k	51.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$885k	28k	32.24	View chart
Amphenol Corp Cl A (APH)	0.8	$851k	7.4k	115.31	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$771k	8.5k	90.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$752k	12k	63.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$676k	2.0k	336.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$668k	3.7k	179.23	View chart
Community Trust Ban (CTBI)	0.6	$663k	16k	42.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$536k	1.2k	444.08	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$500k	1.8k	270.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$424k	882.00	480.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$372k	6.1k	60.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$361k	3.1k	115.30	View chart
Amazon (AMZN)	0.3	$347k	1.9k	179.79	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$334k	9.9k	33.76	View chart
Visa Com Cl A (V)	0.3	$330k	1.2k	279.19	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$280k	5.7k	49.19	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.2	$259k	7.3k	35.64	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$236k	3.7k	64.32	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$230k	1.9k	121.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$222k	3.6k	62.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$222k	529.00	419.66	View chart
Workday Cl A (WDAY)	0.2	$218k	800.00	272.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$206k	2.7k	75.99	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$205k	1.3k	159.04	View chart
Pitney Bowes (PBI)	0.0	$52k	12k	4.37	View chart
Virios Therapeutics Ord (VIRI)	0.0	$5.0k	10k	0.50	View chart

Past Filings by William Howard & Co Financial Advisors

SEC 13F filings are viewable for William Howard & Co Financial Advisors going back to 2024

William Howard & Co Financial Advisors 2024 Q1 filed May 15, 2024

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