Howard Wealth Management

Howard Wealth Management as of March 31, 2025

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 115 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 7.6 $14M 37k 370.82
Vanguard Whitehall Fds High Div Yld (VYM) 7.5 $14M 104k 128.96
Apple (AAPL) 4.4 $7.8M 35k 222.13
Vanguard Index Fds Small Cp Etf (VB) 4.0 $7.2M 32k 221.75
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $5.6M 29k 193.99
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.7 $4.8M 234k 20.68
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.7 $4.8M 246k 19.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.7 $4.8M 244k 19.59
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.6 $4.6M 227k 20.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.4 $4.3M 37k 115.95
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.1 $3.7M 202k 18.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $3.7M 7.2k 513.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.7M 6.6k 559.43
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $3.1M 34k 92.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $3.0M 41k 73.45
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $3.0M 59k 50.63
Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.8M 5.0k 561.96
Palantir Technologies Cl A (PLTR) 1.6 $2.8M 33k 84.40
Vanguard Index Fds Value Etf (VTV) 1.5 $2.7M 16k 172.75
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 1.4 $2.5M 108k 23.05
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.3 $2.3M 99k 23.19
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.2 $2.2M 99k 22.40
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.2 $2.1M 98k 21.64
Vanguard Index Fds Large Cap Etf (VV) 1.2 $2.1M 8.2k 257.05
Visa Com Cl A (V) 1.2 $2.1M 6.0k 350.51
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.0M 7.4k 274.86
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.1 $2.0M 95k 21.08
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $2.0M 64k 30.73
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.0 $1.8M 24k 76.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $1.8M 29k 60.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.8M 29k 62.10
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.0 $1.8M 73k 24.24
Amazon (AMZN) 0.9 $1.7M 8.9k 190.26
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.9 $1.6M 64k 25.55
Vaneck Etf Trust Preferred Securt (PFXF) 0.9 $1.6M 94k 16.76
Vanguard World Health Car Etf (VHT) 0.8 $1.5M 5.7k 264.75
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.7 $1.3M 79k 16.76
Microsoft Corporation (MSFT) 0.7 $1.3M 3.5k 375.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.3M 14k 90.54
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $1.3M 9.3k 135.68
Ishares Tr Global 100 Etf (IOO) 0.7 $1.3M 13k 96.30
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.2M 8.0k 154.65
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.2M 6.8k 172.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $1.2M 23k 51.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $1.1M 20k 57.14
Mastercard Incorporated Cl A (MA) 0.6 $1.1M 2.0k 548.12
Meta Platforms Cl A (META) 0.6 $1.1M 1.9k 576.52
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 6.8k 156.24
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.1M 6.9k 153.10
Costco Wholesale Corporation (COST) 0.6 $1.1M 1.1k 945.94
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $1.0M 42k 25.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $971k 27k 36.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $962k 2.1k 469.13
Wisdomtree Tr Us Smallcap Fund (EES) 0.5 $940k 19k 48.84
JPMorgan Chase & Co. (JPM) 0.5 $923k 3.8k 245.33
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.5 $909k 26k 35.67
Advanced Micro Devices (AMD) 0.5 $813k 7.9k 102.74
Vanguard World Financials Etf (VFH) 0.4 $804k 6.7k 119.47
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.4 $800k 13k 59.51
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $746k 14k 51.94
Tesla Motors (TSLA) 0.4 $731k 2.8k 259.16
Netflix (NFLX) 0.4 $725k 777.00 932.53
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $719k 7.7k 93.67
NVIDIA Corporation (NVDA) 0.4 $713k 6.6k 108.39
Ishares Tr Russell 2000 Etf (IWM) 0.4 $713k 3.6k 199.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $679k 1.9k 361.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $674k 1.6k 420.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $601k 10k 58.35
Vanguard World Inf Tech Etf (VGT) 0.3 $591k 1.1k 542.78
Johnson & Johnson (JNJ) 0.3 $568k 3.4k 165.85
Exxon Mobil Corporation (XOM) 0.3 $555k 4.7k 118.95
Eli Lilly & Co. (LLY) 0.3 $549k 665.00 825.92
Ishares Tr Msci Eafe Etf (EFA) 0.3 $519k 6.3k 81.73
Public Service Enterprise (PEG) 0.3 $516k 6.3k 82.30
salesforce (CRM) 0.3 $515k 1.9k 268.42
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $503k 1.9k 258.69
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $497k 30k 16.63
Global X Fds S&p 500 Covered (XYLD) 0.3 $481k 12k 39.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $427k 802.00 532.58
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $418k 8.1k 51.55
Home Depot (HD) 0.2 $404k 1.1k 366.65
Merck & Co (MRK) 0.2 $397k 4.4k 89.78
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $386k 5.7k 68.02
McDonald's Corporation (MCD) 0.2 $378k 1.2k 312.41
Abbvie (ABBV) 0.2 $376k 1.8k 209.59
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $364k 3.5k 104.59
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $327k 5.6k 58.15
Procter & Gamble Company (PG) 0.2 $325k 1.9k 170.43
Global X Fds Rate Preferred (PFFV) 0.2 $310k 13k 23.66
WD-40 Company (WDFC) 0.2 $305k 1.3k 244.00
Ishares Tr Rus 1000 Etf (IWB) 0.2 $300k 978.00 307.00
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.2 $298k 12k 24.48
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $298k 13k 23.61
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $297k 13k 23.55
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $295k 13k 23.18
Duke Energy Corp Com New (DUK) 0.2 $293k 2.4k 122.02
Ishares Tr Us Home Cons Etf (ITB) 0.2 $288k 3.0k 95.23
Lockheed Martin Corporation (LMT) 0.2 $272k 608.00 447.21
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $266k 4.5k 59.60
Verizon Communications (VZ) 0.1 $263k 5.8k 45.37
Paycom Software (PAYC) 0.1 $262k 1.2k 218.48
UnitedHealth (UNH) 0.1 $258k 491.00 524.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $257k 3.1k 81.77
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $254k 12k 20.70
Ishares Tr Core 60/40 Balan (AOR) 0.1 $247k 4.3k 57.58
Vanguard World Energy Etf (VDE) 0.1 $246k 1.9k 129.76
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $240k 11k 22.74
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $233k 5.5k 42.52
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $229k 3.9k 59.41
Chevron Corporation (CVX) 0.1 $217k 1.3k 167.29
Ishares Tr Select Divid Etf (DVY) 0.1 $216k 1.6k 134.34
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $209k 4.4k 47.48
Wal-Mart Stores (WMT) 0.1 $208k 2.4k 87.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $202k 4.1k 49.62
International Business Machines (IBM) 0.1 $202k 810.00 248.71