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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, AAPL, VB, VIG, and represent 25.27% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSCU, BSJU, JAAA, FLDR, BSJQ, BSJT, VEU, BSJR, BSJS, VYM.
Started 13 new stock positions in SRE, BSJU, ICSH, GE, IAU, ORCL, GSY, VUSB, JEPQ, BSCU. GSST, FLMI, PULS.
Reduced shares in these 10 stocks: JPST, PFF, AAPL, NVDA, VUG, PAYC, IWF, DNL, TXN, CW.
Sold out of its positions in CW, PAYC, TXN.
Howard Wealth Management was a net buyer of stock by $7.0M.
Howard Wealth Management has $218M in assets under management (AUM), dropping by 9.94%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 131 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	7.9	$17M	-2%	36k	479.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.0	$15M	+2%	109k	140.95	View chart
Apple (AAPL)	3.8	$8.3M	-6%	33k	254.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.7	$8.1M		32k	254.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$6.1M		28k	215.80	View chart
Palantir Technologies Cl A (PLTR)	2.7	$5.9M		32k	182.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.3	$5.1M		37k	137.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.3	$5.0M	+4%	258k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.3	$5.0M	+3%	253k	19.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.3	$5.0M	-14%	98k	50.73	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.2	$4.9M	+3%	237k	20.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.2	$4.8M		230k	20.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$4.5M		7.3k	612.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$4.4M		6.5k	666.18	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.8	$4.0M	+5%	213k	18.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$3.9M	-4%	32k	120.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$3.3M		4.9k	669.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$3.1M		42k	74.37	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.3	$2.9M	+25%	125k	23.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$2.8M	-5%	15k	186.50	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.3	$2.7M	+21%	121k	22.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$2.7M	+22%	38k	71.37	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.2	$2.6M	+22%	119k	22.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	1.2	$2.5M		110k	23.06	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.2	$2.5M	+25%	117k	21.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$2.5M	-3%	8.0k	307.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.4M		7.3k	328.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$2.2M	+6%	31k	73.46	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.0	$2.2M	+9%	89k	24.70	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	1.0	$2.2M		24k	90.50	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.0	$2.1M	+10%	84k	25.57	View chart
Visa Com Cl A (V)	0.9	$2.1M		6.0k	341.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.9M		7.9k	243.10	View chart
Amazon (AMZN)	0.9	$1.9M		8.7k	219.57	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.9	$1.9M	+93%	38k	50.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$1.8M	+105%	36k	50.78	View chart
Microsoft Corporation (MSFT)	0.8	$1.8M		3.4k	518.04	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.8	$1.7M	+13%	114k	14.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.7M		6.8k	243.58	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.7	$1.6M	+2%	91k	17.77	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$1.5M		13k	120.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.5M	+13%	26k	57.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$1.5M	+28%	34k	42.79	View chart
Vanguard World Health Car Etf (VHT)	0.7	$1.5M		5.6k	259.61	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$1.4M		6.8k	209.27	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.6	$1.4M	NEW	81k	16.90	View chart
Meta Platforms Cl A (META)	0.6	$1.3M		1.8k	734.66	View chart
Advanced Micro Devices (AMD)	0.6	$1.3M		8.0k	161.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.3M		14k	91.43	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$1.3M		6.2k	209.36	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.6	$1.3M		9.2k	140.06	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.6	$1.2M	+7%	49k	25.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.2M		2.0k	600.47	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.6	$1.2M	-2%	22k	55.33	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.2M		3.7k	315.49	View chart
Tesla Motors (TSLA)	0.5	$1.1M	-10%	2.5k	444.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$1.1M	-42%	35k	31.62	View chart
Mastercard Incorporated Cl A (MA)	0.5	$1.1M		1.9k	568.81	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.5	$1.1M		19k	55.87	View chart
Costco Wholesale Corporation (COST)	0.5	$1.0M		1.1k	925.91	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.5	$1.0M	NEW	39k	26.16	View chart
Netflix (NFLX)	0.4	$938k		782.00	1198.92	View chart
Vanguard World Financials Etf (VFH)	0.4	$886k		6.7k	131.25	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$865k	+6%	9.0k	95.68	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.4	$864k		13k	65.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$807k		1.1k	746.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$806k		3.3k	241.99	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.4	$784k	-24%	19k	40.49	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$734k	+7%	16k	46.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$733k		1.6k	463.85	View chart
NVIDIA Corporation (NVDA)	0.3	$711k	-43%	3.8k	186.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$672k		10k	65.26	View chart
Johnson & Johnson (JNJ)	0.3	$638k		3.4k	185.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$619k	-29%	1.3k	468.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$594k		6.4k	93.38	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$583k	+7%	34k	17.01	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$568k	+9%	15k	39.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$557k		1.9k	293.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$530k		4.7k	112.75	View chart
Public Service Enterprise (PEG)	0.2	$524k		6.3k	83.46	View chart
Eli Lilly & Co. (LLY)	0.2	$486k	-2%	637.00	763.06	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$469k	+9%	9.0k	52.28	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$443k	-3%	5.5k	80.65	View chart
Home Depot (HD)	0.2	$440k		1.1k	405.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$413k		3.5k	118.85	View chart
Abbvie (ABBV)	0.2	$411k		1.8k	231.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$387k		770.00	502.74	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$372k		5.6k	66.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$365k	+5%	15k	23.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$365k	+5%	15k	23.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$364k	+5%	16k	23.41	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$363k	+18%	8.4k	43.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$358k		978.00	365.76	View chart
Merck & Co (MRK)	0.2	$354k		4.2k	83.95	View chart
McDonald's Corporation (MCD)	0.2	$342k	-5%	1.1k	303.91	View chart
Amphenol Corp Cl A (APH)	0.2	$334k		2.7k	123.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$327k	+33%	14k	23.10	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$326k		3.0k	107.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$325k	+31%	3.9k	84.12	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$316k	+16%	13k	25.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$301k		12k	24.52	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$300k	+10%	14k	20.93	View chart
Duke Energy Corp Com New (DUK)	0.1	$299k		2.4k	123.80	View chart
Procter & Gamble Company (PG)	0.1	$297k		1.9k	153.67	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$297k	-9%	13k	23.12	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$294k		4.5k	65.91	View chart
Lockheed Martin Corporation (LMT)	0.1	$292k		585.00	499.78	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$277k		4.3k	64.38	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$255k	+17%	11k	23.94	View chart
Oracle Corporation (ORCL)	0.1	$252k	NEW	895.00	281.44	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$245k	+10%	3.0k	81.21	View chart
Wal-Mart Stores (WMT)	0.1	$245k		2.4k	103.06	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$245k	+4%	4.1k	60.03	View chart
WD-40 Company (WDFC)	0.1	$242k		1.2k	197.60	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$233k	NEW	4.7k	49.83	View chart
International Business Machines (IBM)	0.1	$229k		811.00	282.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$225k	+10%	2.2k	100.69	View chart
Vanguard World Energy Etf (VDE)	0.1	$225k		1.8k	125.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$224k	-2%	1.6k	142.14	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$224k	NEW	4.5k	50.00	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$222k		4.4k	50.40	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$220k	NEW	4.4k	50.24	View chart
Sempra Energy (SRE)	0.1	$216k	NEW	2.4k	89.98	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$216k		4.0k	53.87	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$213k	NEW	4.2k	50.76	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$211k	NEW	4.2k	50.70	View chart
Verizon Communications (VZ)	0.1	$210k	-17%	4.8k	43.96	View chart
Ge Aerospace Com New (GE)	0.1	$206k	NEW	683.00	300.88	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$205k	NEW	8.3k	24.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$205k	NEW	2.8k	72.77	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$202k	NEW	3.5k	57.52	View chart

Past Filings by Howard Wealth Management

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

Howard Wealth Management 2025 Q3 filed Nov. 3, 2025
Howard Wealth Management 2025 Q2 filed Aug. 11, 2025
Howard Wealth Management 2025 Q1 filed May 13, 2025
Howard Wealth Management 2024 Q4 filed Jan. 30, 2025
Howard Wealth Management 2024 Q3 filed Nov. 8, 2024
Howard Wealth Management 2024 Q2 filed Aug. 2, 2024
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

View all past filings

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