Howard Wealth Management

Howard Wealth Management as of Dec. 31, 2024

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