Howard Wealth Management

Howard Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 131 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 7.9 $17M 36k 479.62
Vanguard Whitehall Fds High Div Yld (VYM) 7.0 $15M 109k 140.95
Apple (AAPL) 3.8 $8.3M 33k 254.64
Vanguard Index Fds Small Cp Etf (VB) 3.7 $8.1M 32k 254.29
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $6.1M 28k 215.80
Palantir Technologies Cl A (PLTR) 2.7 $5.9M 32k 182.42
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.3 $5.1M 37k 137.80
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.3 $5.0M 258k 19.56
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.3 $5.0M 253k 19.71
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $5.0M 98k 50.73
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.2 $4.9M 237k 20.57
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.2 $4.8M 230k 20.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $4.5M 7.3k 612.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $4.4M 6.5k 666.18
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.8 $4.0M 213k 18.81
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $3.9M 32k 120.72
Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.3M 4.9k 669.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $3.1M 42k 74.37
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.3 $2.9M 125k 23.41
Vanguard Index Fds Value Etf (VTV) 1.3 $2.8M 15k 186.50
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.3 $2.7M 121k 22.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $2.7M 38k 71.37
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.2 $2.6M 119k 22.08
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 1.2 $2.5M 110k 23.06
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.2 $2.5M 117k 21.57
Vanguard Index Fds Large Cap Etf (VV) 1.1 $2.5M 8.0k 307.89
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.4M 7.3k 328.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.2M 31k 73.46
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.0 $2.2M 89k 24.70
Spdr Series Trust Bbg Conv Sec Etf (CWB) 1.0 $2.2M 24k 90.50
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.0 $2.1M 84k 25.57
Visa Com Cl A (V) 0.9 $2.1M 6.0k 341.43
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.9M 7.9k 243.10
Amazon (AMZN) 0.9 $1.9M 8.7k 219.57
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.9 $1.9M 38k 50.20
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $1.8M 36k 50.78
Microsoft Corporation (MSFT) 0.8 $1.8M 3.4k 518.04
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.8 $1.7M 114k 14.94
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.7M 6.8k 243.58
Vaneck Etf Trust Preferred Securt (PFXF) 0.7 $1.6M 91k 17.77
Ishares Tr Global 100 Etf (IOO) 0.7 $1.5M 13k 120.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $1.5M 26k 57.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $1.5M 34k 42.79
Vanguard World Health Car Etf (VHT) 0.7 $1.5M 5.6k 259.61
Ishares Tr Us Aer Def Etf (ITA) 0.7 $1.4M 6.8k 209.27
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.6 $1.4M 81k 16.90
Meta Platforms Cl A (META) 0.6 $1.3M 1.8k 734.66
Advanced Micro Devices (AMD) 0.6 $1.3M 8.0k 161.79
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.3M 14k 91.43
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $1.3M 6.2k 209.36
Spdr Series Trust S&p Divid Etf (SDY) 0.6 $1.3M 9.2k 140.06
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.6 $1.2M 49k 25.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.2M 2.0k 600.47
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.6 $1.2M 22k 55.33
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 3.7k 315.49
Tesla Motors (TSLA) 0.5 $1.1M 2.5k 444.72
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.1M 35k 31.62
Mastercard Incorporated Cl A (MA) 0.5 $1.1M 1.9k 568.81
Wisdomtree Tr Us Smallcap Fund (EES) 0.5 $1.1M 19k 55.87
Costco Wholesale Corporation (COST) 0.5 $1.0M 1.1k 925.91
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.5 $1.0M 39k 26.16
Netflix (NFLX) 0.4 $938k 782.00 1198.92
Vanguard World Financials Etf (VFH) 0.4 $886k 6.7k 131.25
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $865k 9.0k 95.68
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.4 $864k 13k 65.21
Vanguard World Inf Tech Etf (VGT) 0.4 $807k 1.1k 746.65
Ishares Tr Russell 2000 Etf (IWM) 0.4 $806k 3.3k 241.99
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.4 $784k 19k 40.49
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $734k 16k 46.93
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $733k 1.6k 463.85
NVIDIA Corporation (NVDA) 0.3 $711k 3.8k 186.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $672k 10k 65.26
Johnson & Johnson (JNJ) 0.3 $638k 3.4k 185.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $619k 1.3k 468.70
Ishares Tr Msci Eafe Etf (EFA) 0.3 $594k 6.4k 93.38
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $583k 34k 17.01
Global X Fds S&p 500 Covered (XYLD) 0.3 $568k 15k 39.26
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $557k 1.9k 293.77
Exxon Mobil Corporation (XOM) 0.2 $530k 4.7k 112.75
Public Service Enterprise (PEG) 0.2 $524k 6.3k 83.46
Eli Lilly & Co. (LLY) 0.2 $486k 637.00 763.06
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $469k 9.0k 52.28
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $443k 5.5k 80.65
Home Depot (HD) 0.2 $440k 1.1k 405.37
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $413k 3.5k 118.85
Abbvie (ABBV) 0.2 $411k 1.8k 231.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $387k 770.00 502.74
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $372k 5.6k 66.22
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $365k 15k 23.66
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $365k 15k 23.62
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $364k 16k 23.41
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $363k 8.4k 43.30
Ishares Tr Rus 1000 Etf (IWB) 0.2 $358k 978.00 365.76
Merck & Co (MRK) 0.2 $354k 4.2k 83.95
McDonald's Corporation (MCD) 0.2 $342k 1.1k 303.91
Amphenol Corp Cl A (APH) 0.2 $334k 2.7k 123.75
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $327k 14k 23.10
Ishares Tr Us Home Cons Etf (ITB) 0.2 $326k 3.0k 107.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $325k 3.9k 84.12
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.1 $316k 13k 25.10
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $301k 12k 24.52
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $300k 14k 20.93
Duke Energy Corp Com New (DUK) 0.1 $299k 2.4k 123.80
Procter & Gamble Company (PG) 0.1 $297k 1.9k 153.67
Global X Fds Rate Preferred (PFFV) 0.1 $297k 13k 23.12
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $294k 4.5k 65.91
Lockheed Martin Corporation (LMT) 0.1 $292k 585.00 499.78
Ishares Tr Core 60/40 Balan (AOR) 0.1 $277k 4.3k 64.38
Spdr Series Trust Portfli High Yld (SPHY) 0.1 $255k 11k 23.94
Oracle Corporation (ORCL) 0.1 $252k 895.00 281.44
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $245k 3.0k 81.21
Wal-Mart Stores (WMT) 0.1 $245k 2.4k 103.06
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $245k 4.1k 60.03
WD-40 Company (WDFC) 0.1 $242k 1.2k 197.60
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $233k 4.7k 49.83
International Business Machines (IBM) 0.1 $229k 811.00 282.42
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $225k 2.2k 100.69
Vanguard World Energy Etf (VDE) 0.1 $225k 1.8k 125.87
Ishares Tr Select Divid Etf (DVY) 0.1 $224k 1.6k 142.14
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $224k 4.5k 50.00
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $222k 4.4k 50.40
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $220k 4.4k 50.24
Sempra Energy (SRE) 0.1 $216k 2.4k 89.98
Select Sector Spdr Tr Financial (XLF) 0.1 $216k 4.0k 53.87
Ishares Tr Ultra Short Dur (ICSH) 0.1 $213k 4.2k 50.76
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.1 $211k 4.2k 50.70
Verizon Communications (VZ) 0.1 $210k 4.8k 43.96
Ge Aerospace Com New (GE) 0.1 $206k 683.00 300.88
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $205k 8.3k 24.77
Ishares Gold Tr Ishares New (IAU) 0.1 $205k 2.8k 72.77
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $202k 3.5k 57.52