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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 33.82% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BND, JEPI, MCD, VOO, AMLP, SQ, NVDA, PFXF, DUK, IWD.
Started 10 new stock positions in AMLP, NVDA, MCD, IWD, VZ, INTC, JEPI, DUK, SQ, BBH.
Reduced shares in these 10 stocks: PFF, PGX, AAPL, , JPST, BMY, PCY, PGF, MINT, VCSH.
Sold out of its positions in BMY, PGF, PCY, JPST, VCIT.
Howard Wealth Management was a net buyer of stock by $974k.
Howard Wealth Management has $120M in assets under management (AUM), dropping by 10.33%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 100 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	9.2	$11M		36k	310.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.2	$11M		99k	111.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.6	$6.8M		32k	213.33	View chart
Apple (AAPL)	5.4	$6.5M	-4%	34k	192.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.3	$5.2M		30k	170.40	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	3.4	$4.1M	-2%	274k	15.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.3	$4.0M		39k	102.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$3.2M		6.7k	475.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.4	$2.8M		38k	75.10	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.3	$2.7M	-15%	87k	31.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$2.5M		5.3k	477.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$2.3M	+12%	5.4k	436.80	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$2.3M		16k	149.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.0M		8.5k	237.22	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.6	$1.9M	-13%	165k	11.47	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	1.4	$1.7M	-2%	23k	72.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$1.6M	-2%	29k	56.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.3	$1.5M	+6%	7.1k	218.15	View chart
Amazon (AMZN)	1.2	$1.4M	-3%	9.1k	151.94	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$1.4M	-2%	8.3k	164.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.4M	-6%	24k	57.96	View chart
Vanguard World Fds Health Car Etf (VHT)	1.1	$1.4M		5.4k	250.53	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.1	$1.3M		10k	124.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$1.2M	+94%	16k	73.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.2M	-4%	14k	88.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.2M		8.3k	139.69	View chart
Microsoft Corporation (MSFT)	0.9	$1.1M	-6%	3.0k	376.04	View chart
Tesla Motors (TSLA)	0.9	$1.1M		4.5k	248.48	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.9	$1.0M		22k	46.63	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.8	$1.0M		48k	21.18	View chart
Ishares Tr Global 100 Etf (IOO)	0.8	$1.0M		13k	80.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$984k		7.0k	140.93	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.8	$979k		20k	49.82	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.8	$974k	-6%	26k	36.99	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$942k		28k	34.01	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.8	$936k	-4%	37k	25.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$917k	-2%	4.6k	200.69	View chart
Visa Com Cl A (V)	0.7	$880k		3.4k	260.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$867k		2.1k	409.57	View chart
Mastercard Incorporated Cl A (MA)	0.7	$834k		2.0k	426.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$797k	-14%	10k	77.37	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$690k		1.8k	376.87	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.6	$684k		14k	50.74	View chart
Meta Platforms Cl A (META)	0.5	$657k	-4%	1.9k	353.96	View chart
Johnson & Johnson (JNJ)	0.5	$624k	+12%	4.0k	156.74	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$601k	+3%	4.7k	126.60	View chart
JPMorgan Chase & Co. (JPM)	0.5	$592k	+15%	3.5k	170.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$575k		2.1k	277.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$573k		1.9k	303.17	View chart
Palantir Technologies Cl A (PLTR)	0.5	$564k		33k	17.17	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.5	$544k	+14%	42k	12.83	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.4	$526k	+73%	31k	17.18	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$503k	-5%	5.4k	93.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$497k	NEW	9.0k	54.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$479k		6.4k	75.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$475k	+2%	4.4k	108.25	View chart
Merck & Co (MRK)	0.4	$466k		4.3k	109.02	View chart
Vanguard World Fds Financials Etf (VFH)	0.4	$452k	-4%	4.9k	92.25	View chart
Public Service Enterprise (PEG)	0.3	$412k		6.7k	61.15	View chart
Exxon Mobil Corporation (XOM)	0.3	$410k	+43%	4.1k	99.98	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$391k	-4%	6.7k	58.45	View chart
Home Depot (HD)	0.3	$383k	-2%	1.1k	346.55	View chart
McDonald's Corporation (MCD)	0.3	$372k	NEW	1.3k	296.51	View chart
Netflix (NFLX)	0.3	$370k		759.00	486.88	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$367k	-18%	7.2k	51.27	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$362k		747.00	484.00	View chart
Pfizer (PFE)	0.3	$352k	-3%	12k	28.79	View chart
UnitedHealth (UNH)	0.3	$339k	-2%	644.00	526.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$338k	-3%	1.5k	232.64	View chart
M&T Bank Corporation (MTB)	0.3	$338k		2.5k	137.08	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$328k		3.2k	101.73	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$323k		6.4k	50.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$308k	-16%	4.0k	77.39	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$307k		12k	25.15	View chart
WD-40 Company (WDFC)	0.3	$305k		1.3k	239.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$296k		829.00	356.66	View chart
Pepsi (PEP)	0.2	$296k	+34%	1.7k	169.84	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$295k		5.6k	52.51	View chart
Lockheed Martin Corporation (LMT)	0.2	$290k	-2%	639.00	453.24	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$287k	-36%	2.9k	99.79	View chart
Abbvie (ABBV)	0.2	$280k		1.8k	154.97	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$279k	-7%	5.2k	53.19	View chart
Procter & Gamble Company (PG)	0.2	$275k	+33%	1.9k	146.54	View chart
Costco Wholesale Corporation (COST)	0.2	$272k	-8%	412.00	660.08	View chart
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)	0.2	$267k	-3%	11k	25.36	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$266k	+2%	6.4k	41.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$261k	-9%	995.00	262.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$242k	NEW	5.7k	42.52	View chart
Block Cl A (SQ)	0.2	$237k	NEW	3.1k	77.35	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$228k	-2%	4.0k	57.39	View chart
NVIDIA Corporation (NVDA)	0.2	$225k	NEW	455.00	495.22	View chart
Vanguard World Fds Energy Etf (VDE)	0.2	$224k		1.9k	117.28	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$222k	-22%	4.1k	53.97	View chart
Duke Energy Corp Com New (DUK)	0.2	$219k	NEW	2.3k	97.04	View chart
Texas Instruments Incorporated (TXN)	0.2	$218k		1.3k	170.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$212k	NEW	1.3k	165.25	View chart
Verizon Communications (VZ)	0.2	$212k	NEW	5.6k	37.70	View chart
Intel Corporation (INTC)	0.2	$208k	NEW	4.1k	50.25	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.2	$201k	NEW	1.2k	165.31	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.1	$129k	-18%	36k	3.57	View chart

Past Filings by Howard Wealth Management

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

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
Howard Wealth Management 2020 Q3 filed Oct. 29, 2020
Howard Wealth Management 2020 Q2 filed Aug. 3, 2020
Howard Wealth Management 2020 Q1 filed May 4, 2020

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