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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 28.04% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AMD, V, CRM, COST, VUG, BIZD, AAPL, FLTR, VYM, VOO.
Started 8 new stock positions in WMT, CRM, PAYC, PFFV, VTEB, VGIT, VCIT, AMD.
Reduced shares in these 10 stocks: BKLN, BND, , BSCT, PGX, PEP, NOBL, CI, PFF, IVV.
Sold out of its positions in CI, PEP, NOBL, VCSH.
Howard Wealth Management was a net buyer of stock by $10M.
Howard Wealth Management has $185M in assets under management (AUM), dropping by 7.61%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 116 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	8.3	$15M	+3%	38k	410.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.4	$14M	+4%	107k	127.59	View chart
Apple (AAPL)	4.8	$8.9M	+6%	36k	250.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.4	$8.1M	+2%	34k	240.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$5.8M		30k	195.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.6	$4.9M	+7%	235k	20.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.6	$4.8M	+10%	248k	19.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.6	$4.8M	+10%	244k	19.48	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.5	$4.7M	+10%	231k	20.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.4	$4.5M	-2%	38k	117.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$4.0M	+13%	7.5k	538.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$3.9M		6.6k	586.05	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.0	$3.8M	-7%	205k	18.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$3.5M		34k	101.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$3.1M	-3%	5.2k	588.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$2.9M	-12%	41k	71.91	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$2.6M		16k	169.30	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.4	$2.5M	-7%	80k	31.44	View chart
Palantir Technologies Cl A (PLTR)	1.4	$2.5M		33k	75.63	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	1.3	$2.5M	+20%	108k	23.07	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.2	$2.3M	+24%	99k	23.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$2.3M		7.8k	289.80	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.2	$2.2M	+23%	99k	22.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$2.2M	+3%	8.1k	269.72	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.2	$2.1M	+23%	98k	21.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.1	$2.0M	+21%	95k	21.39	View chart
Amazon (AMZN)	1.1	$2.0M		9.1k	219.39	View chart
Visa Com Cl A (V)	1.0	$1.9M	+77%	6.0k	316.04	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	1.0	$1.9M		24k	77.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.0	$1.8M	+7%	32k	57.41	View chart
Tesla Motors (TSLA)	1.0	$1.8M		4.5k	403.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$1.7M		29k	58.93	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.9	$1.6M	+38%	66k	24.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.5M		8.0k	189.31	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M		3.6k	421.55	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.8	$1.5M	+31%	86k	17.25	View chart
Vanguard World Health Car Etf (VHT)	0.8	$1.5M		5.8k	253.71	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.4M	-4%	7.5k	189.99	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.7	$1.4M	+64%	54k	25.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.4M		7.1k	190.44	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$1.3M		13k	100.77	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.3M		14k	89.08	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.7	$1.3M		9.5k	132.10	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.6	$1.2M	+92%	72k	16.63	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$1.2M		23k	51.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.1M	+13%	20k	57.53	View chart
Meta Platforms Cl A (META)	0.6	$1.1M		1.9k	585.64	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.6	$1.0M		19k	53.94	View chart
Mastercard Incorporated Cl A (MA)	0.6	$1.0M		2.0k	526.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M	-6%	2.0k	511.21	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.6	$1.0M	-2%	41k	25.25	View chart
Costco Wholesale Corporation (COST)	0.6	$1.0M	+154%	1.1k	916.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$998k	+20%	6.9k	145.35	View chart
Advanced Micro Devices (AMD)	0.5	$970k	NEW	8.0k	120.79	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$935k		27k	34.13	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.5	$918k	-2%	26k	35.98	View chart
JPMorgan Chase & Co. (JPM)	0.5	$915k		3.8k	239.72	View chart
NVIDIA Corporation (NVDA)	0.5	$876k	+3%	6.5k	134.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$836k	-10%	3.8k	220.98	View chart
Vanguard World Financials Etf (VFH)	0.4	$776k	+12%	6.6k	118.07	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.4	$765k		13k	56.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$762k		1.9k	401.68	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$693k	-9%	1.6k	425.56	View chart
Netflix (NFLX)	0.4	$693k		777.00	891.32	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$670k	+18%	7.2k	93.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$661k	+7%	1.1k	621.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$646k		10k	62.31	View chart
salesforce (CRM)	0.3	$643k	NEW	1.9k	334.38	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$534k	+18%	11k	48.16	View chart
Public Service Enterprise (PEG)	0.3	$530k		6.3k	84.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$520k	+10%	2.0k	264.17	View chart
Eli Lilly & Co. (LLY)	0.3	$508k		658.00	772.50	View chart
Johnson & Johnson (JNJ)	0.3	$495k	-3%	3.4k	144.63	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$489k	+7%	12k	41.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$487k		6.4k	75.61	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$486k	-48%	23k	21.07	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$483k	+20%	27k	18.22	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$479k		6.7k	71.43	View chart
Exxon Mobil Corporation (XOM)	0.3	$468k	+3%	4.4k	107.57	View chart
Merck & Co (MRK)	0.2	$439k		4.4k	99.48	View chart
Home Depot (HD)	0.2	$428k	+2%	1.1k	389.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$409k		3.5k	115.23	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$378k	+10%	7.3k	51.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$375k	-6%	827.00	453.28	View chart
McDonald's Corporation (MCD)	0.2	$350k		1.2k	289.81	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$325k	+2%	3.1k	103.38	View chart
Procter & Gamble Company (PG)	0.2	$322k		1.9k	167.65	View chart
Abbvie (ABBV)	0.2	$320k	-3%	1.8k	177.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$315k		977.00	322.09	View chart
WD-40 Company (WDFC)	0.2	$303k		1.3k	242.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.2	$299k	+18%	12k	24.51	View chart
Lockheed Martin Corporation (LMT)	0.2	$299k		614.00	486.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$298k	+18%	13k	23.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$297k	+18%	13k	23.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$297k	+18%	13k	23.33	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$296k		5.6k	52.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$287k	+18%	13k	22.94	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$279k		4.5k	62.51	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$264k		4.6k	57.32	View chart
Vanguard World Energy Etf (VDE)	0.1	$259k	-8%	2.1k	121.32	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$259k	NEW	3.2k	80.26	View chart
Duke Energy Corp Com New (DUK)	0.1	$258k		2.4k	107.74	View chart
UnitedHealth (UNH)	0.1	$249k	-17%	491.00	506.33	View chart
Paycom Software (PAYC)	0.1	$246k	NEW	1.2k	204.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$238k		1.3k	185.10	View chart
Verizon Communications (VZ)	0.1	$231k		5.8k	39.99	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$225k	NEW	9.6k	23.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$223k	NEW	3.8k	58.00	View chart
Deere & Company (DE)	0.1	$218k		515.00	423.67	View chart
Sempra Energy (SRE)	0.1	$215k		2.5k	87.72	View chart
Wal-Mart Stores (WMT)	0.1	$215k	NEW	2.4k	90.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$211k		1.6k	131.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$210k	NEW	4.2k	50.13	View chart
Pfizer (PFE)	0.1	$202k	-5%	7.6k	26.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$200k	-16%	1.1k	187.51	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$198k	-56%	17k	11.53	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 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
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

View all past filings

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