Howard Wealth Management

Howard Wealth Management as of March 31, 2024

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