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William Howard & Co Financial Advisors

Latest statistics and disclosures from William Howard & Co Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEF, IWM, ICF, IWV, and represent 59.41% of William Howard & Co Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA, NVDA, FBND, CRWD, SCHG, SCHX, SCHA, SCHV, IWM, BND.
Started 2 new stock positions in CRWD, NVDA.
Reduced shares in these 10 stocks: IEF, IVV, IEI, TIP, , , AGG, IWO, AAPL, TEI.
Sold out of its positions in OXLC, TEI, VCSH, VCIT, VIRI, NCZ, NCV.
William Howard & Co Financial Advisors was a net seller of stock by $-3.7M.
William Howard & Co Financial Advisors has $111M in assets under management (AUM), dropping by -5.74%.
Central Index Key (CIK): 0002023493

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Positions held by William Howard & Co Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 52 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
Ishares Tr Core S&p500 Etf (IVV)	24.8	$27M	-4%	47k	588.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	11.6	$13M	-13%	139k	92.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.6	$11M		48k	220.95	View chart
Ishares Tr Cohen Steer Reit (ICF)	8.6	$9.5M		157k	60.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	4.9	$5.4M		16k	334.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.8	$4.1M	+12%	59k	70.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.7	$4.1M		57k	71.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.1	$3.4M	-9%	29k	115.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.8	$3.1M		23k	139.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.1	$2.3M		31k	75.62	View chart
Apple (AAPL)	1.8	$2.0M	-8%	8.0k	250.34	View chart
Stryker Corporation (SYK)	1.8	$2.0M		5.5k	360.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$1.8M		37k	47.82	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.5	$1.7M		20k	81.96	View chart
Ishares Tr Tips Bd Etf (TIP)	1.4	$1.6M	-13%	15k	106.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$1.3M	+2%	15k	89.02	View chart
Amphenol Corp Cl A (APH)	0.9	$966k	-5%	14k	69.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$916k	-20%	9.5k	96.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$907k		1.8k	510.99	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$900k		17k	52.16	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$892k	-10%	23k	39.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$865k		28k	31.45	View chart
Community Trust Ban (CTBI)	0.7	$827k		16k	53.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$809k		2.0k	401.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$789k		8.5k	92.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$700k		3.8k	185.09	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.6	$619k		13k	49.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$582k	+86%	13k	44.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$581k	+6%	1.1k	538.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$574k	-13%	9.5k	60.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$563k		9.0k	62.29	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.5	$529k		16k	32.65	View chart
Amazon (AMZN)	0.4	$395k	-11%	1.8k	219.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$393k		3.1k	128.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$376k		3.3k	114.98	View chart
Visa Com Cl A (V)	0.3	$342k		1.1k	316.08	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$330k	-37%	1.1k	287.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$303k		1.0k	289.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$293k	+98%	11k	25.82	View chart
NVIDIA Corporation (NVDA)	0.3	$285k	NEW	2.1k	134.05	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$251k	+3%	7.6k	33.23	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$248k		3.7k	66.72	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$248k		1.9k	130.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$246k	+194%	11k	23.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$243k		5.5k	44.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$233k	NEW	680.00	342.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$232k	+300%	8.3k	27.85	View chart
Moody's Corporation (MCO)	0.2	$225k		475.00	473.68	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$216k	+201%	8.3k	26.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$212k		1.3k	164.47	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$211k		2.0k	106.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$210k	-12%	464.00	452.59	View chart

Past Filings by William Howard & Co Financial Advisors

SEC 13F filings are viewable for William Howard & Co Financial Advisors going back to 2024

William Howard & Co Financial Advisors 2024 Q4 filed Jan. 28, 2025
William Howard & Co Financial Advisors 2024 Q3 filed Oct. 28, 2024
William Howard & Co Financial Advisors 2024 Q2 filed Aug. 7, 2024
William Howard & Co Financial Advisors 2024 Q1 filed May 15, 2024

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