Howard Wealth Management

Howard Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 7.7 $18M 36k 487.87
Vanguard Whitehall Fds High Div Yld (VYM) 7.0 $16M 112k 143.52
Apple (AAPL) 3.8 $8.8M 32k 271.86
Vanguard Index Fds Small Cp Etf (VB) 3.6 $8.2M 32k 257.96
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $6.0M 27k 219.79
Palantir Technologies Cl A (PLTR) 2.5 $5.7M 32k 177.75
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.4 $5.5M 278k 19.74
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.4 $5.5M 281k 19.57
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.3 $5.4M 261k 20.60
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.3 $5.2M 275k 18.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.2 $5.0M 36k 141.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $4.6M 7.3k 627.15
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.0 $4.5M 89k 50.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.4M 6.5k 681.94
Ishares Tr Core S&p500 Etf (IVV) 1.8 $4.2M 6.1k 685.03
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.8 $4.2M 178k 23.34
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.8 $4.1M 240k 16.92
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.7 $3.9M 173k 22.61
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $3.8M 31k 123.26
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.6 $3.8M 172k 22.00
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.6 $3.7M 172k 21.51
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 1.5 $3.5M 133k 26.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $3.4M 46k 73.56
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $3.1M 42k 74.07
Vanguard Index Fds Value Etf (VTV) 1.3 $2.9M 15k 190.99
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 1.1 $2.5M 51k 50.23
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.1 $2.5M 97k 25.48
Vanguard Index Fds Large Cap Etf (VV) 1.1 $2.4M 7.7k 314.80
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $2.4M 48k 50.58
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.4M 7.7k 313.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.4M 32k 75.44
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.0 $2.4M 98k 24.33
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $2.3M 6.9k 335.31
Spdr Series Trust State Street Spd (CWB) 0.9 $2.1M 24k 89.20
Amazon (AMZN) 0.9 $1.9M 8.4k 230.82
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.9M 5.9k 313.85
Advanced Micro Devices (AMD) 0.8 $1.7M 8.0k 214.16
Microsoft Corporation (MSFT) 0.7 $1.6M 3.4k 483.72
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $1.6M 36k 44.41
Vanguard World Health Car Etf (VHT) 0.7 $1.6M 5.5k 287.87
Ishares Tr Global 100 Etf (IOO) 0.7 $1.6M 13k 126.68
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.7 $1.6M 112k 14.18
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $1.5M 27k 57.24
Vaneck Etf Trust Preferred Securt (PFXF) 0.7 $1.5M 86k 17.66
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.4M 6.6k 214.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.3M 14k 88.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.3M 2.0k 614.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $1.2M 6.0k 209.15
Spdr Series Trust State Street Spd (SDY) 0.5 $1.2M 8.8k 139.17
Spdr Series Trust State Street Spd (SPYV) 0.5 $1.2M 21k 56.81
Meta Platforms Cl A (META) 0.5 $1.2M 1.8k 660.38
Visa Com Cl A (V) 0.5 $1.2M 3.4k 350.71
Spdr Series Trust State Street Spd (SJNK) 0.5 $1.2M 46k 25.32
Tesla Motors (TSLA) 0.5 $1.1M 2.5k 449.72
Wisdomtree Tr Us Smallcap Fund (EES) 0.5 $1.1M 19k 56.93
Mastercard Incorporated Cl A (MA) 0.5 $1.1M 1.9k 570.88
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.3k 322.24
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1000k 32k 30.96
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $891k 9.4k 94.83
Vanguard World Financials Etf (VFH) 0.4 $889k 6.7k 133.50
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.4 $869k 13k 66.52
Ishares Tr Russell 2000 Etf (IWM) 0.4 $805k 3.3k 246.18
Vanguard World Inf Tech Etf (VGT) 0.3 $791k 1.0k 754.34
Netflix (NFLX) 0.3 $732k 7.8k 93.76
Johnson & Johnson (JNJ) 0.3 $708k 3.4k 206.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $701k 11k 66.00
NVIDIA Corporation (NVDA) 0.3 $696k 3.7k 186.52
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $691k 1.4k 480.89
Eli Lilly & Co. (LLY) 0.3 $680k 632.00 1075.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $623k 1.3k 473.64
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $623k 35k 17.67
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $620k 13k 47.02
Ishares Tr Msci Eafe Etf (EFA) 0.3 $612k 6.4k 96.03
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.3 $588k 27k 22.02
Global X Fds S&p 500 Covered (XYLD) 0.3 $586k 14k 40.63
Wisdomtree Tr Global Ex Us Qua (DNL) 0.2 $572k 14k 41.22
Costco Wholesale Corporation (COST) 0.2 $564k 653.00 862.88
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $545k 10k 52.41
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $543k 1.9k 290.23
Exxon Mobil Corporation (XOM) 0.2 $535k 4.4k 120.35
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $518k 22k 23.15
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $518k 22k 23.50
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $518k 22k 23.67
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $517k 22k 23.64
Public Service Enterprise (PEG) 0.2 $504k 6.3k 80.30
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $447k 3.7k 120.20
Spdr Series Trust State Street Spd (SPTM) 0.2 $438k 5.3k 82.51
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $436k 10k 42.87
Merck & Co (MRK) 0.2 $411k 3.9k 105.27
Abbvie (ABBV) 0.2 $396k 1.7k 228.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $390k 4.7k 83.77
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $386k 5.6k 68.76
Home Depot (HD) 0.2 $373k 1.1k 344.23
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $366k 15k 25.10
Amphenol Corp Cl A (APH) 0.2 $364k 2.7k 135.15
Ishares Tr Rus 1000 Etf (IWB) 0.2 $362k 969.00 373.81
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $342k 21k 16.70
McDonald's Corporation (MCD) 0.1 $342k 1.1k 305.79
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $324k 6.5k 49.84
Spdr Series Trust State Street Spd (SPHY) 0.1 $304k 13k 23.67
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $298k 4.5k 66.80
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $292k 5.9k 49.59
Ishares Tr Us Home Cons Etf (ITB) 0.1 $289k 3.0k 96.32
Duke Energy Corp Com New (DUK) 0.1 $285k 2.4k 117.22
Lockheed Martin Corporation (LMT) 0.1 $279k 576.00 483.83
Ishares Tr Ultra Short Dur (ICSH) 0.1 $277k 5.5k 50.58
Ishares Tr Core 60/40 Balan (AOR) 0.1 $275k 4.2k 65.02
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $269k 2.7k 100.37
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $265k 5.3k 50.50
Wal-Mart Stores (WMT) 0.1 $265k 2.4k 111.41
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $263k 4.4k 59.93
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.1 $259k 5.1k 50.47
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $257k 5.1k 50.25
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.1 $253k 5.0k 50.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $253k 3.1k 80.65
Procter & Gamble Company (PG) 0.1 $252k 1.8k 143.38
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $249k 12k 21.00
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $248k 10k 24.87
WD-40 Company (WDFC) 0.1 $241k 1.2k 196.90
International Business Machines (IBM) 0.1 $241k 812.00 296.36
Allegheny Technologies Incorporated (ATI) 0.1 $239k 2.1k 114.76
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $233k 4.4k 53.06
Ishares Gold Tr Ishares New (IAU) 0.1 $233k 2.9k 81.17
Vanguard World Energy Etf (VDE) 0.1 $227k 1.8k 125.98
Global X Fds Rate Preferred (PFFV) 0.1 $226k 10k 22.22
Fidelity Covington Trust Pfd Secs Income (FPFD) 0.1 $225k 10k 21.80
Ishares Tr Select Divid Etf (DVY) 0.1 $223k 1.6k 141.21
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV) 0.1 $215k 8.1k 26.70
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $214k 3.7k 58.13
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $212k 3.9k 54.77
Sempra Energy (SRE) 0.1 $212k 2.4k 88.29
Ge Aerospace Com New (GE) 0.1 $211k 683.00 308.24
TJX Companies (TJX) 0.1 $205k 1.3k 153.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $202k 960.00 210.41