Howard Wealth Management

Howard Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 111 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 8.8 $11M 99k 108.21
Vanguard Index Fds Growth Etf (VUG) 6.2 $7.5M 35k 213.11
Vanguard Index Fds Small Cp Etf (VB) 5.0 $6.1M 33k 183.54
Nuveen Equity Premium and Growth Fund (SPXX) 4.0 $4.8M 299k 16.12
Vanguard Specialized Funds Div App Etf (VIG) 3.9 $4.7M 31k 151.85
Apple (AAPL) 3.9 $4.7M 36k 129.93
Ishares Tr Pfd And Incm Sec (PFF) 3.0 $3.7M 121k 30.53
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.6 $3.2M 37k 86.19
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 2.2 $2.7M 244k 11.18
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.2 $2.7M 27k 98.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $2.5M 6.6k 382.43
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.0 $2.5M 49k 50.13
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $2.2M 38k 58.50
Vanguard Index Fds Value Etf (VTV) 1.8 $2.2M 16k 140.37
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.7 $2.0M 99k 20.53
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.9M 4.9k 384.21
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.3 $1.6M 26k 64.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $1.6M 31k 50.14
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.5M 8.1k 191.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.5M 4.4k 351.34
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.2 $1.5M 37k 40.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.5M 28k 51.72
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.1 $1.4M 14k 100.14
Vanguard World Fds Health Car Etf (VHT) 1.1 $1.3M 5.4k 248.06
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $1.3M 11k 125.11
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.3M 15k 82.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $1.2M 17k 71.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $1.2M 25k 46.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $1.1M 8.6k 132.86
Vanguard Index Fds Large Cap Etf (VV) 0.9 $1.1M 6.5k 174.20
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.9 $1.1M 46k 24.24
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $1.1M 15k 75.19
Wisdomtree Tr Floatng Rat Trea (USFR) 0.9 $1.1M 21k 50.27
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.9 $1.0M 33k 32.23
Eaton Vance Limited Duration Income Fund (EVV) 0.8 $1.0M 110k 9.39
Ishares Tr Tips Bd Etf (TIP) 0.8 $966k 9.1k 106.44
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $930k 24k 38.89
Wisdomtree Tr Us Smallcap Fund (EES) 0.7 $874k 21k 42.59
Ishares Tr Russell 2000 Etf (IWM) 0.7 $867k 5.0k 174.34
Visa Com Cl A (V) 0.7 $835k 4.0k 207.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $826k 28k 29.69
Microsoft Corporation (MSFT) 0.7 $826k 3.4k 239.82
Putnam Premier Income Tr Sh Ben Int (PPT) 0.7 $819k 226k 3.63
Amazon (AMZN) 0.7 $807k 9.6k 84.00
Ishares Tr Global 100 Etf (IOO) 0.7 $801k 13k 64.05
Alphabet Cap Stk Cl A (GOOGL) 0.6 $756k 8.6k 88.23
Mastercard Incorporated Cl A (MA) 0.6 $694k 2.0k 347.73
Johnson & Johnson (JNJ) 0.6 $672k 3.8k 176.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $655k 13k 49.82
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.5 $635k 14k 47.06
Alphabet Cap Stk Cl C (GOOG) 0.5 $617k 7.0k 88.73
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $593k 12k 50.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $592k 2.2k 266.24
Nuveen Muni Value Fund (NUV) 0.5 $590k 69k 8.60
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $586k 7.6k 77.51
Pfizer (PFE) 0.5 $580k 11k 51.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $564k 1.7k 331.33
Tesla Motors (TSLA) 0.5 $555k 4.5k 123.18
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $533k 6.0k 89.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $530k 2.2k 241.89
Ishares Tr Us Aer Def Etf (ITA) 0.4 $520k 4.6k 111.86
Nuveen Equity Premium Income Fund (BXMX) 0.4 $479k 38k 12.65
Merck & Co (MRK) 0.4 $476k 4.3k 110.95
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.4 $475k 33k 14.40
Vanguard World Fds Financials Etf (VFH) 0.4 $443k 5.4k 82.73
Ishares Tr Msci Eafe Etf (EFA) 0.4 $439k 6.7k 65.64
Public Service Enterprise (PEG) 0.3 $413k 6.7k 61.27
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $407k 4.3k 94.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $406k 1.9k 214.24
JPMorgan Chase & Co. (JPM) 0.3 $401k 3.0k 134.10
Home Depot (HD) 0.3 $365k 1.2k 315.86
Abbvie (ABBV) 0.3 $363k 2.2k 161.61
M&T Bank Corporation (MTB) 0.3 $357k 2.5k 145.06
UnitedHealth (UNH) 0.3 $349k 659.00 530.18
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $349k 14k 24.88
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $346k 7.3k 47.29
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.3 $345k 19k 18.67
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $339k 4.6k 73.63
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.3 $326k 15k 21.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $323k 1.0k 308.90
Lockheed Martin Corporation (LMT) 0.3 $320k 658.00 486.49
Exxon Mobil Corporation (XOM) 0.3 $317k 2.9k 110.30
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $315k 1.5k 203.81
Verizon Communications (VZ) 0.2 $295k 7.5k 39.40
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $291k 5.5k 52.57
Ishares Tr Us Home Cons Etf (ITB) 0.2 $273k 4.5k 60.61
Palantir Technologies Cl A (PLTR) 0.2 $267k 42k 6.42
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $263k 2.9k 90.00
Bristol Myers Squibb (BMY) 0.2 $262k 3.6k 71.95
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $258k 807.00 319.41
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $254k 5.2k 49.27
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $254k 2.6k 96.99
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $253k 5.4k 47.16
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.2 $249k 2.8k 90.49
Pepsi (PEP) 0.2 $235k 1.3k 180.66
Meta Platforms Cl A (META) 0.2 $233k 1.9k 120.34
Ishares Tr Rus 1000 Etf (IWB) 0.2 $233k 1.1k 210.52
Netflix (NFLX) 0.2 $229k 776.00 294.88
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.2 $228k 6.5k 34.98
Vaneck Etf Trust Biotech Etf (BBH) 0.2 $223k 1.4k 159.74
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $219k 4.7k 47.04
Consolidated Edison (ED) 0.2 $218k 2.3k 95.31
WD-40 Company (WDFC) 0.2 $218k 1.4k 161.21
Deere & Company (DE) 0.2 $214k 500.00 428.76
Procter & Gamble Company (PG) 0.2 $214k 1.4k 151.56
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $214k 4.6k 46.98
Texas Instruments Incorporated (TXN) 0.2 $212k 1.3k 165.22
Ishares Tr Blackrock Ultra (ICSH) 0.2 $211k 4.2k 50.04
Ishares Tr Select Divid Etf (DVY) 0.2 $206k 1.7k 120.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $203k 1.3k 151.65
Sempra Energy (SRE) 0.2 $201k 1.3k 154.54