Howard Wealth Management

Howard Wealth Management as of March 31, 2022

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 132 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pimco Etf Trust Enhan Shrt Ma Ac Etf Enhan Shrt Ma Ac (MINT) 6.3 $12M 116k 100.15
Vanguard High Div Yld Etf High Div Yld (VYM) 5.8 $11M 95k 112.25
Vanguard Growth Etf Growth Etf (VUG) 5.4 $9.9M 34k 287.57
Vanguard Small Cp Etf Small Cp Etf (VB) 3.8 $7.0M 33k 212.52
Jp Morgan Etf Trust Ultra Shrt Inc Etf Ultra Shrt Inc (JPST) 3.6 $6.7M 132k 50.26
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt (BND) 3.3 $6.1M 77k 79.53
Apple (AAPL) 3.2 $5.9M 34k 174.59
Nuveen Equity Premium and Growth Fund (SPXX) 3.0 $5.4M 302k 17.97
Vanguard Div App Etf Div App Etf (VIG) 2.8 $5.2M 32k 162.15
Ishares Trust Pfd And Incm Sec Etf Pfd And Incm Sec (PFF) 2.5 $4.5M 124k 36.42
Eaton Vance Limited Duration Income Fund (EVV) 2.1 $3.8M 324k 11.70
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT) 2.0 $3.7M 37k 101.29
Invesco Exchange Traded Fund T Pfd Etf Pfd Etf (PGX) 2.0 $3.6M 265k 13.57
Ishares Trust S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 1.6 $2.9M 39k 76.38
Putnam Premier Income Trust Sh Ben Int Sh Ben Int (PPT) 1.5 $2.8M 707k 3.99
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit (SPY) 1.5 $2.8M 6.2k 451.62
Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd (VCSH) 1.5 $2.8M 36k 78.08
Ssga Active Etf Tr Blackstone Senior Loan Etf Blackstone Senr (SRLN) 1.3 $2.5M 55k 44.94
Vanguard Value Etf Value Etf (VTV) 1.3 $2.3M 16k 147.77
Invesco Exchange Traded Fund T Sr Ln Etf Sr Ln Etf (BKLN) 1.3 $2.3M 107k 21.77
First Tr Exchange Traded Fd Iv First Tr Enh New Etf First Tr Enh New (FTSM) 1.2 $2.2M 37k 59.51
Spdr Series Trust Spdr Bloomberg Convertible BLMBRG BRC CNVRT (CWB) 1.2 $2.2M 29k 76.93
Ishares Trust Tips Bd Etf Tips Bd Etf (TIP) 1.2 $2.2M 18k 124.54
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV) 1.2 $2.2M 4.8k 453.67
Vanguard Int-term Corp Etf Int-term Corp (VCIT) 1.1 $2.0M 24k 86.01
Nuveen Muni Value Fund (NUV) 1.0 $1.9M 195k 9.58
Vanguard Strm Infproidx Etf Strm Infproidx (VTIP) 1.0 $1.8M 35k 51.21
Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 1.0 $1.8M 7.9k 227.65
Ishares Trust Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT) 1.0 $1.8M 35k 50.52
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 1.0 $1.8M 4.2k 415.04
Vanguard Allwrld Ex Us Etf Allwrld Ex Us (VEU) 0.9 $1.7M 30k 57.57
Ishares Trust 1-5 Year Invt Grade Corp Bd Ishs 1-5yr Invs (IGSB) 0.9 $1.7M 33k 51.69
Vanguard Star Fd Tl Intl Stk F Etf Vg Tl Intl Stk F (VXUS) 0.9 $1.7M 28k 59.74
Tesla Motors (TSLA) 0.9 $1.6M 1.5k 1077.13
Amazon (AMZN) 0.8 $1.6M 476.00 3258.40
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.8 $1.5M 14k 108.36
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF) 0.8 $1.4M 8.7k 165.55
Ishares Us Etf Trust Blackrock Sh Maturity Bd Etf Blackrock St Mat (NEAR) 0.7 $1.3M 27k 49.57
Spdr Series Trust Prtflo S&p500 Vl Etf Prtflo S&p500 Vl (SPYV) 0.7 $1.3M 32k 41.73
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY) 0.7 $1.3M 10k 128.02
Wisdomtree Trust Glb Us Qtly Div Etf Glb Us Qtly Div (DNL) 0.7 $1.3M 33k 39.70
Vanguard Large Cap Etf Large Cap Etf (VV) 0.7 $1.3M 6.2k 208.37
Invesco Exchange Traded Fund T Emrng Mkt Svrg Etf Emrng Mkt Svrg (PCY) 0.7 $1.3M 57k 22.60
Spdr Spdr Bloomberg Short Term H Bloomberg Srt Tr (SJNK) 0.7 $1.3M 49k 26.23
Vanguard Health Car Etf Health Car Etf (VHT) 0.7 $1.2M 4.8k 254.31
Microsoft Corporation (MSFT) 0.6 $1.1M 3.5k 308.07
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.6 $1.0M 375.00 2781.33
Wisdomtree Trust Us Smallcap Fund Etf Us Smallcap Fund (EES) 0.6 $1.0M 22k 47.92
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 0.6 $1.0M 4.9k 205.19
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.5 $988k 354.00 2790.96
Ishares Trust Global 100 Etf Global 100 Etf (IOO) 0.5 $970k 13k 76.04
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd (SPDW) 0.5 $948k 28k 34.25
Visa Inc Com Cl A Com Cl A (V) 0.5 $882k 4.0k 221.61
Ishares Trust Blackrock Ultra Sht Trm Bd Blackrock Ultra (ICSH) 0.5 $872k 17k 50.13
Vanguard Total Int Bd Etf Intl Bd Idx Etf (BNDX) 0.5 $831k 16k 52.40
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 0.4 $781k 2.2k 362.41
Vanguard Tax Exempt Bd Etf Tax Exempt Bd (VTEB) 0.4 $764k 15k 51.49
Invesco Actively Managed Excha Ultra Shrt Dur Etf Ultra Shrt Dur (GSY) 0.4 $744k 15k 49.82
Mastercard Incorporated Com Cl A Cl A (MA) 0.4 $712k 2.0k 356.89
Spdr Spdr Nuveen Blomberg Shrt T Nuveen Blmbrg Sr (SHM) 0.4 $678k 14k 47.28
Johnson & Johnson (JNJ) 0.4 $664k 3.8k 177.02
Invesco Exchange Traded Fd Tr Dynmc Lrg Valu Etf Dynmc Lrg Valu (PWV) 0.4 $659k 14k 48.87
Goldman Sachs Etf Trust Acces Treasury Etf Acces Treasury (GBIL) 0.3 $630k 6.3k 99.92
Invesco Exchange Traded Fd Tr Finl Pfd Etf Finl Pfd Etf (PGF) 0.3 $615k 36k 16.89
Pfizer (PFE) 0.3 $601k 12k 51.73
Ishares Trust Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.3 $594k 2.2k 268.17
Pimco Etf Trust 0-5 High Yield Etf 0-5 High Yield (HYS) 0.3 $585k 6.1k 96.17
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 0.3 $573k 5.4k 107.08
Palantir Tech Inc Com Cl A Cl A (PLTR) 0.3 $573k 42k 13.72
Spdr Dow Jones Ind Ut Ser 1 Etf Ut Ser 1 (DIA) 0.3 $566k 1.6k 346.81
Nuveen Equity Premium Income Fund (BXMX) 0.3 $564k 40k 14.24
Ishares Inc Jp Morgan Em Hi Yld Bd Etf Jp Mrgn Em Hi Bd (EMHY) 0.3 $557k 14k 39.73
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.3 $530k 1.9k 277.20
Ishares Trust Us Aer Def Etf Us Aer Def Etf (ITA) 0.3 $519k 4.7k 110.76
Rivernorth Managed (RMM) 0.3 $514k 30k 17.16
Meta Platforms Inc Com Cl A Cl A (META) 0.3 $509k 2.3k 222.27
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 0.3 $488k 6.6k 73.45
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.3 $473k 4.4k 107.72
Public Service Enterprise (PEG) 0.3 $471k 6.7k 69.89
Verizon Communications (VZ) 0.3 $469k 9.2k 50.86
Ishares Inc Jp Mrg Em Crp Bd Etf Jp Mrg Em Crp Bd (CEMB) 0.2 $452k 9.8k 46.34
Janus Detroit Street Trust Hendrsn Shrt Etf Hendrsn Shrt Etf (VNLA) 0.2 $422k 8.6k 49.07
Intel Corporation (INTC) 0.2 $418k 8.5k 49.44
Ishares Us Etf Trust Int Rt Hdg C B Etf Int Rt Hdg C B (LQDH) 0.2 $411k 4.4k 93.52
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p1500 (SPTM) 0.2 $401k 7.2k 55.49
Block Inc Com Cl A Cl A (SQ) 0.2 $397k 2.9k 135.59
JPMorgan Chase & Co. (JPM) 0.2 $395k 2.9k 136.16
Vanguard Financials Etf Financials Etf (VFH) 0.2 $389k 4.2k 93.35
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.2 $387k 1.6k 237.28
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.2 $369k 18k 20.87
Ishares Trust Shrt Nat Mun Etf Shrt Nat Mun Etf (SUB) 0.2 $368k 3.5k 104.40
Abbvie (ABBV) 0.2 $357k 2.2k 161.90
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.2 $354k 1.0k 352.24
Ishares Trust Us Home Cons Etf Us Home Cons Etf (ITB) 0.2 $353k 6.0k 59.14
Merck & Co (MRK) 0.2 $350k 4.3k 82.04
Home Depot (HD) 0.2 $347k 1.2k 299.14
UnitedHealth (UNH) 0.2 $341k 670.00 508.96
Vaneck Etf Trust Vaneck Investment Grade Flo Invt Grade Fltg (FLTR) 0.2 $321k 13k 25.10
Ishares Trust U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.2 $320k 5.3k 60.78
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.2 $314k 756.00 415.34
Netflix (NFLX) 0.2 $308k 823.00 374.24
Ishares Trust Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 0.2 $301k 3.7k 82.04
Vanguard Short Trm Bond Etf Short Trm Bond (BSV) 0.2 $298k 3.8k 77.85
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB) 0.2 $295k 1.2k 250.00
Lockheed Martin Corporation (LMT) 0.2 $282k 639.00 441.31
Proshares Trust S&p 500 Dv Arist Etf S&p 500 Dv Arist (NOBL) 0.2 $278k 2.9k 94.75
Ishares Trust Grwt Allocat Etf Grwt Allocat Etf (AOR) 0.1 $271k 5.0k 53.89
Bristol Myers Squibb (BMY) 0.1 $268k 3.7k 72.87
At&t (T) 0.1 $264k 11k 23.57
WD-40 Company (WDFC) 0.1 $256k 1.4k 182.86
Ishares Us Etf Trust Int Rt Hd Lg Trm Corp Bd Int Rt Hd Long (IGBH) 0.1 $252k 11k 24.06
Wisdomtree Trust Intl Equity Fd Etf Intl Equity Fd (DWM) 0.1 $245k 4.7k 52.69
First Tr Exchange Traded Fd Iv Fst Low Oppt Eft Etf Fst Low Oppt Eft (LMBS) 0.1 $239k 4.9k 48.78
Ishares Trust Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.1 $238k 1.4k 165.85
Sempra Energy (SRE) 0.1 $235k 1.4k 167.86
Texas Instruments Incorporated (TXN) 0.1 $234k 1.3k 182.81
Wisdomtree Trust Us Midcap Fund Etf Us Midcap Fund (EZM) 0.1 $233k 4.3k 54.57
Ishares Trust Mortge Rel Etf Mortge Rel Etf (REM) 0.1 $231k 7.1k 32.56
Ishares Trust Select Divid Etf Select Divid Etf (DVY) 0.1 $230k 1.8k 128.06
Ishares Trust Ishares Biotechnology Etf Nasdaq Biotech (IBB) 0.1 $229k 1.8k 129.97
Amplify Etf Tr High Income Etf High Income (YYY) 0.1 $228k 15k 14.89
Exxon Mobil Corporation (XOM) 0.1 $221k 2.7k 82.52
Vaneck Etf Trust Biotech Etf Biotech Etf (BBH) 0.1 $221k 1.4k 161.55
Procter & Gamble Company (PG) 0.1 $216k 1.4k 152.22
Pepsi (PEP) 0.1 $215k 1.3k 166.67
Angel Oak Financial Strategies Com Ben Int Com Ben Int (FINS) 0.1 $215k 14k 15.77
Consolidated Edison (ED) 0.1 $208k 2.2k 94.46
Wisdomtree Trust Europe Hedged Eq Etf Europe Hedged Eq (HEDJ) 0.1 $208k 2.8k 73.45
Deere & Company (DE) 0.1 $207k 500.00 414.00
Spdr Spdr Blmberg Invst Grade Blomberg Brc Inv (FLRN) 0.1 $203k 6.7k 30.46
Vaneck Etf Trust Vaneck High Yield Muni Etf High Yld Mun Etf (HYD) 0.1 $200k 3.5k 57.31
Miller/howard High Income Eqy Com Shs Ben In Com Shs Ben In (HIE) 0.1 $127k 12k 11.08