Howard Wealth Management

Howard Wealth Management as of June 30, 2025

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 121 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 8.1 $16M 37k 438.40
Vanguard Whitehall Fds High Div Yld (VYM) 7.1 $14M 106k 133.31
Vanguard Index Fds Small Cp Etf (VB) 3.9 $7.7M 32k 236.98
Apple (AAPL) 3.6 $7.2M 35k 205.17
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.9 $5.8M 115k 50.68
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $5.7M 28k 204.67
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.4 $4.8M 233k 20.68
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.4 $4.8M 247k 19.52
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.4 $4.8M 244k 19.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.4 $4.7M 37k 128.52
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.4 $4.7M 228k 20.49
Palantir Technologies Cl A (PLTR) 2.3 $4.5M 33k 136.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $4.1M 7.3k 568.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $4.0M 6.5k 617.84
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.9 $3.8M 203k 18.70
Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $3.7M 34k 110.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $3.0M 41k 73.63
Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.0M 4.9k 620.85
Vanguard Index Fds Value Etf (VTV) 1.4 $2.8M 16k 176.74
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 1.3 $2.5M 109k 23.07
Vanguard Index Fds Large Cap Etf (VV) 1.2 $2.4M 8.3k 285.29
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.2 $2.3M 100k 23.33
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.1 $2.3M 100k 22.70
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.2M 7.4k 303.91
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.1 $2.2M 98k 22.05
Visa Com Cl A (V) 1.1 $2.2M 6.1k 355.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $2.1M 31k 67.22
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.0 $2.0M 93k 21.52
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.0 $2.0M 82k 24.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.0M 29k 69.09
Spdr Series Trust Bbg Conv Sec Etf (CWB) 1.0 $2.0M 24k 82.66
Amazon (AMZN) 1.0 $1.9M 8.8k 219.39
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.0 $1.9M 76k 25.50
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $1.9M 61k 30.68
Microsoft Corporation (MSFT) 0.9 $1.7M 3.5k 497.35
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.8 $1.6M 101k 16.28
Vaneck Etf Trust Preferred Securt (PFXF) 0.8 $1.5M 89k 17.12
Vanguard World Health Car Etf (VHT) 0.7 $1.4M 5.6k 248.33
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.4M 7.9k 176.22
Ishares Tr Global 100 Etf (IOO) 0.7 $1.4M 13k 107.81
Meta Platforms Cl A (META) 0.7 $1.4M 1.8k 737.93
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $1.3M 23k 56.85
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.3M 6.8k 188.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.3M 14k 89.06
Spdr Series Trust S&p Divid Etf (SDY) 0.6 $1.3M 9.2k 135.73
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.2M 6.8k 177.38
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $1.2M 6.3k 192.72
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.6 $1.2M 22k 52.34
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.6 $1.1M 45k 25.48
Advanced Micro Devices (AMD) 0.6 $1.1M 8.0k 141.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.1M 2.0k 551.64
Mastercard Incorporated Cl A (MA) 0.6 $1.1M 2.0k 561.94
Costco Wholesale Corporation (COST) 0.6 $1.1M 1.1k 990.17
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $1.1M 27k 40.49
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.7k 289.88
NVIDIA Corporation (NVDA) 0.5 $1.1M 6.7k 157.99
Netflix (NFLX) 0.5 $1.0M 779.00 1339.13
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.5 $1.0M 26k 40.27
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.5 $985k 20k 50.07
Wisdomtree Tr Us Smallcap Fund (EES) 0.5 $981k 19k 50.96
Tesla Motors (TSLA) 0.5 $896k 2.8k 317.66
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $885k 17k 50.75
Vanguard World Financials Etf (VFH) 0.4 $853k 6.7k 127.30
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.4 $836k 13k 62.14
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $804k 8.5k 95.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $794k 1.9k 424.52
Ishares Tr Russell 2000 Etf (IWM) 0.4 $720k 3.3k 215.78
Vanguard World Inf Tech Etf (VGT) 0.4 $716k 1.1k 663.20
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $710k 15k 48.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $699k 1.6k 440.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $638k 10k 62.02
Ishares Tr Msci Eafe Etf (EFA) 0.3 $568k 6.4k 89.39
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $533k 1.9k 279.90
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $532k 32k 16.72
Public Service Enterprise (PEG) 0.3 $528k 6.3k 84.18
Johnson & Johnson (JNJ) 0.3 $524k 3.4k 152.76
Global X Fds S&p 500 Covered (XYLD) 0.3 $516k 13k 38.94
Eli Lilly & Co. (LLY) 0.3 $511k 656.00 779.06
Exxon Mobil Corporation (XOM) 0.3 $506k 4.7k 107.80
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $425k 5.7k 74.89
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $422k 8.2k 51.36
Home Depot (HD) 0.2 $395k 1.1k 366.61
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $380k 3.5k 109.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $378k 778.00 485.77
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $357k 5.6k 63.56
McDonald's Corporation (MCD) 0.2 $349k 1.2k 292.06
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $346k 15k 23.56
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $345k 15k 23.47
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $344k 15k 23.23
Merck & Co (MRK) 0.2 $335k 4.2k 79.15
Ishares Tr Rus 1000 Etf (IWB) 0.2 $332k 977.00 339.48
Abbvie (ABBV) 0.2 $329k 1.8k 185.58
Global X Fds Rate Preferred (PFFV) 0.2 $324k 14k 22.80
Procter & Gamble Company (PG) 0.2 $307k 1.9k 159.31
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $304k 7.1k 43.14
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.2 $301k 12k 24.54
Duke Energy Corp Com New (DUK) 0.1 $284k 2.4k 118.01
Ishares Tr Us Home Cons Etf (ITB) 0.1 $282k 3.0k 93.16
WD-40 Company (WDFC) 0.1 $279k 1.2k 228.09
Paycom Software (PAYC) 0.1 $278k 1.2k 231.40
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $275k 4.5k 61.77
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $271k 13k 20.92
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.1 $270k 11k 25.05
Lockheed Martin Corporation (LMT) 0.1 $268k 578.00 462.96
Amphenol Corp Cl A (APH) 0.1 $266k 2.7k 98.75
Ishares Tr Core 60/40 Balan (AOR) 0.1 $262k 4.3k 61.58
Verizon Communications (VZ) 0.1 $252k 5.8k 43.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $244k 2.9k 82.91
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $242k 11k 22.71
International Business Machines (IBM) 0.1 $239k 811.00 294.75
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $233k 3.9k 59.80
Wal-Mart Stores (WMT) 0.1 $232k 2.4k 97.78
Texas Instruments Incorporated (TXN) 0.1 $222k 1.1k 207.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $219k 2.7k 80.66
Spdr Series Trust Portfli High Yld (SPHY) 0.1 $216k 9.1k 23.80
Vanguard World Energy Etf (VDE) 0.1 $214k 1.8k 119.15
Ishares Tr Select Divid Etf (DVY) 0.1 $214k 1.6k 132.77
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $212k 4.4k 48.12
Select Sector Spdr Tr Financial (XLF) 0.1 $210k 4.0k 52.37
Curtiss-Wright (CW) 0.1 $205k 420.00 488.55
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $203k 2.0k 100.56