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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, VB, AAPL, VIG, and represent 28.23% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSCP, BSCQ, BSCR, BSCS, BSCT, BND, BSJP, BSJQ, BSJR, BSJS.
Started 21 new stock positions in BSJS, BSJQ, CI, BSCT, BSCS, BSJP, BSJR, BSMP, DVY, BSMR. BSJT, DE, MUNI, NOBL, BSCP, BSMT, SRE, BSMS, BSCR, BSMQ, BSCQ.
Reduced shares in these 10 stocks: PGX, IVW, , CVX, VCSH, BKLN, VTV, PEP, VXF, AAPL.
Sold out of its positions in CVX, MTB.
Howard Wealth Management was a net buyer of stock by $37M.
Howard Wealth Management has $172M in assets under management (AUM), dropping by 35.48%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 112 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	8.1	$14M		36k	383.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.6	$13M		102k	128.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.5	$7.8M	+2%	33k	237.21	View chart
Apple (AAPL)	4.5	$7.7M		33k	233.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.5	$5.9M		30k	198.06	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.7	$4.6M		39k	119.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.6	$4.5M	NEW	219k	20.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.6	$4.4M	NEW	224k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.5	$4.4M	NEW	221k	19.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.5	$4.3M	NEW	209k	20.56	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.4	$4.2M	NEW	222k	18.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$3.8M		6.6k	573.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.0	$3.5M	+163%	47k	75.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$3.5M	+11%	6.6k	527.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$3.3M	-7%	35k	95.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$3.1M	+4%	5.4k	576.79	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.7	$2.9M		86k	33.23	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$2.7M	-3%	15k	174.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$2.2M		7.9k	283.17	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$2.1M	+2%	7.9k	263.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	1.2	$2.1M	NEW	90k	23.12	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.1	$1.9M	NEW	80k	23.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.9M		29k	64.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$1.9M		30k	63.00	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.1	$1.8M	NEW	80k	22.70	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	1.0	$1.8M		24k	76.59	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.0	$1.8M	NEW	79k	22.16	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.0	$1.7M	NEW	78k	21.86	View chart
Amazon (AMZN)	1.0	$1.7M		9.2k	186.33	View chart
Vanguard World Health Car Etf (VHT)	0.9	$1.6M		5.7k	282.18	View chart
Microsoft Corporation (MSFT)	0.9	$1.5M		3.5k	430.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.4M	-2%	7.8k	181.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.4M		15k	97.42	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$1.3M		9.5k	142.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.3M		8.1k	165.84	View chart
Ishares Tr Global 100 Etf (IOO)	0.8	$1.3M		13k	99.16	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.2M		33k	37.20	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$1.2M	+3%	23k	52.86	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.7	$1.2M	+41%	65k	18.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.2M		7.1k	167.18	View chart
Tesla Motors (TSLA)	0.7	$1.2M		4.5k	261.63	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.7	$1.2M	+44%	48k	24.46	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.6	$1.1M	+8%	42k	25.75	View chart
Meta Platforms Cl A (META)	0.6	$1.1M		1.9k	572.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.1M	+2%	2.2k	488.12	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.0M	+16%	17k	59.51	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.6	$1.0M		26k	39.40	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$1.0M		27k	37.56	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.6	$1.0M	-2%	19k	52.75	View chart
Mastercard Incorporated Cl A (MA)	0.6	$976k		2.0k	493.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$934k	-3%	4.2k	220.88	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$933k	-10%	44k	21.01	View chart
Visa Com Cl A (V)	0.5	$919k		3.3k	274.94	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$854k		5.7k	149.65	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$841k	+53%	33k	25.47	View chart
JPMorgan Chase & Co. (JPM)	0.5	$813k		3.9k	210.88	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.5	$787k		14k	58.32	View chart
NVIDIA Corporation (NVDA)	0.4	$765k	+10%	6.3k	121.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$762k	-2%	1.8k	423.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$709k		1.9k	375.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$647k		10k	62.32	View chart
Vanguard World Financials Etf (VFH)	0.4	$641k		5.8k	109.92	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.4	$614k	+119%	37k	16.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$581k	+4%	990.00	586.47	View chart
Eli Lilly & Co. (LLY)	0.3	$578k		653.00	885.83	View chart
Johnson & Johnson (JNJ)	0.3	$577k	-6%	3.6k	162.05	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$575k	+9%	6.0k	95.49	View chart
Public Service Enterprise (PEG)	0.3	$560k	-6%	6.3k	89.21	View chart
Netflix (NFLX)	0.3	$545k		769.00	709.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$536k		6.4k	83.63	View chart
Merck & Co (MRK)	0.3	$501k		4.4k	113.57	View chart
Exxon Mobil Corporation (XOM)	0.3	$492k	-6%	4.2k	117.23	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$491k	-55%	40k	12.35	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$470k		6.7k	70.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$468k		1.8k	263.82	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$452k	+22%	11k	41.50	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$440k	+20%	9.3k	47.13	View chart
Home Depot (HD)	0.3	$437k		1.1k	405.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$415k	-8%	3.5k	116.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$406k		882.00	460.26	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$396k	+43%	22k	18.04	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$391k		3.1k	127.09	View chart
Costco Wholesale Corporation (COST)	0.2	$389k		439.00	886.66	View chart
Abbvie (ABBV)	0.2	$369k		1.9k	197.47	View chart
McDonald's Corporation (MCD)	0.2	$367k		1.2k	304.54	View chart
Lockheed Martin Corporation (LMT)	0.2	$355k		607.00	584.78	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$351k	NEW	6.6k	52.98	View chart
UnitedHealth (UNH)	0.2	$348k		595.00	584.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$343k	-29%	4.3k	79.42	View chart
Procter & Gamble Company (PG)	0.2	$333k		1.9k	173.20	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$323k		5.6k	57.56	View chart
WD-40 Company (WDFC)	0.2	$322k		1.3k	257.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$306k		974.00	314.53	View chart
Vanguard World Energy Etf (VDE)	0.2	$286k		2.3k	122.48	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$278k	+7%	4.5k	62.34	View chart
Duke Energy Corp Com New (DUK)	0.2	$276k		2.4k	115.31	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$275k		4.6k	59.24	View chart
Texas Instruments Incorporated (TXN)	0.2	$264k		1.3k	206.57	View chart
Verizon Communications (VZ)	0.2	$263k		5.9k	44.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$253k	NEW	11k	23.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$253k	NEW	11k	23.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$253k	NEW	11k	23.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$252k	NEW	10k	24.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$245k	NEW	11k	23.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$240k		1.3k	189.81	View chart
Pfizer (PFE)	0.1	$233k		8.0k	28.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$216k	NEW	1.6k	135.06	View chart
Pepsi (PEP)	0.1	$215k	-17%	1.3k	170.03	View chart
Deere & Company (DE)	0.1	$214k	NEW	513.00	417.42	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$213k	NEW	2.0k	106.77	View chart
Cigna Corp (CI)	0.1	$207k	NEW	597.00	346.44	View chart
Sempra Energy (SRE)	0.1	$205k	NEW	2.5k	83.63	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 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
Howard Wealth Management 2020 Q4 filed Feb. 2, 2021

View all past filings

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