Howard Wealth Management

Howard Wealth Management as of March 31, 2026

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 142 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 7.0 $17M 113k 148.10
Vanguard Index Fds Growth Etf (VUG) 6.6 $16M 36k 436.80
Apple (AAPL) 3.8 $9.0M 36k 253.80
Vanguard Index Fds Small Cp Etf (VB) 3.5 $8.3M 32k 261.93
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $5.7M 27k 215.06
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.4 $5.7M 290k 19.53
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.4 $5.7M 288k 19.62
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.3 $5.5M 269k 20.42
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.2 $5.3M 284k 18.66
Palantir Technologies Cl A (PLTR) 2.1 $5.0M 34k 146.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.0 $4.8M 35k 138.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $4.5M 89k 50.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $4.5M 7.4k 597.58
Ishares Tr Core S&p500 Etf (IVV) 1.9 $4.5M 6.8k 653.29
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.9 $4.4M 191k 23.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.8 $4.3M 6.6k 650.35
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.8 $4.3M 255k 16.72
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.8 $4.2M 187k 22.37
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.7 $4.0M 185k 21.68
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.6 $3.9M 185k 21.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.6 $3.8M 51k 75.10
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 1.5 $3.7M 144k 25.59
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $3.5M 31k 113.11
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.2M 11k 287.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $3.2M 43k 73.64
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 1.3 $3.1M 63k 50.05
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.3 $3.0M 59k 50.37
Vanguard Index Fds Value Etf (VTV) 1.2 $2.9M 15k 196.20
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.1 $2.6M 101k 25.48
Amazon (AMZN) 1.1 $2.6M 12k 208.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $2.5M 33k 77.11
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.0 $2.4M 99k 23.98
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.3M 7.9k 286.86
Vanguard Index Fds Large Cap Etf (VV) 0.9 $2.2M 7.5k 298.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.2M 6.8k 320.82
Spdr Series Trust State Street Spd (CWB) 0.9 $2.1M 23k 91.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $2.1M 3.6k 577.30
Spdr Index Shs Fds State Street Spd (SPDW) 0.7 $1.6M 36k 45.65
Advanced Micro Devices (AMD) 0.7 $1.6M 8.0k 203.43
Vaneck Etf Trust Preferred Securt (PFXF) 0.7 $1.6M 88k 17.54
Costco Wholesale Corporation (COST) 0.6 $1.5M 1.5k 996.74
Microsoft Corporation (MSFT) 0.6 $1.5M 4.1k 370.20
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $1.5M 26k 56.68
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.6 $1.5M 115k 12.80
Vanguard World Health Car Etf (VHT) 0.6 $1.5M 5.4k 272.36
Ishares Tr Global 100 Etf (IOO) 0.6 $1.5M 12k 120.98
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.4M 6.4k 218.78
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.3M 14k 88.70
Spdr Series Trust State Street Spd (SDY) 0.5 $1.2M 8.6k 145.94
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 4.2k 294.18
NVIDIA Corporation (NVDA) 0.5 $1.2M 7.0k 174.41
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $1.2M 5.9k 205.81
Spdr Series Trust State Street Spd (SJNK) 0.5 $1.2M 48k 24.98
Wisdomtree Tr Us Smallcap Fund (EES) 0.5 $1.1M 19k 58.05
Spdr Series Trust State Street Spd (SPYV) 0.4 $1.0M 19k 56.58
Meta Platforms Cl A (META) 0.4 $1.0M 1.8k 572.42
Visa Com Cl A (V) 0.4 $1.0M 3.4k 302.27
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $946k 31k 30.32
Tesla Motors (TSLA) 0.4 $941k 2.5k 371.75
Mastercard Incorporated Cl A (MA) 0.4 $936k 1.9k 499.66
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $921k 9.9k 93.28
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.4 $897k 13k 69.71
Johnson & Johnson (JNJ) 0.4 $838k 3.4k 244.50
Vanguard World Financials Etf (VFH) 0.3 $810k 6.7k 120.81
Netflix (NFLX) 0.3 $803k 8.3k 96.15
Ishares Tr Russell 2000 Etf (IWM) 0.3 $782k 3.2k 248.00
Vanguard World Inf Tech Etf (VGT) 0.3 $753k 1.1k 698.24
Exxon Mobil Corporation (XOM) 0.3 $716k 4.2k 169.69
Home Depot (HD) 0.3 $707k 2.1k 328.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $706k 11k 67.53
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.3 $672k 31k 21.81
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $660k 13k 52.64
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.3 $638k 1.4k 463.26
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $623k 36k 17.15
Ishares Tr Msci Eafe Etf (EFA) 0.3 $619k 6.4k 97.13
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $619k 12k 52.19
Eli Lilly & Co. (LLY) 0.3 $596k 647.00 921.11
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $589k 25k 23.65
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $588k 25k 23.62
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $586k 25k 23.40
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $585k 25k 23.02
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $582k 6.9k 84.91
Global X Fds S&p 500 Covered (XYLD) 0.2 $562k 14k 39.13
Wisdomtree Tr Global Ex Us Qua (DNL) 0.2 $560k 14k 40.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $557k 1.3k 426.41
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $534k 1.9k 287.26
Cintas Corporation (CTAS) 0.2 $509k 3.0k 169.14
Public Service Enterprise (PEG) 0.2 $508k 6.3k 80.95
Spdr Gold Tr Gold Shs (GLD) 0.2 $508k 1.2k 430.29
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $487k 12k 42.31
Merck & Co (MRK) 0.2 $462k 3.8k 120.32
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $462k 3.7k 124.32
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $461k 5.6k 82.76
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $439k 18k 25.04
Spdr Series Trust State Street Spd (SPTM) 0.2 $421k 5.3k 79.07
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $418k 8.4k 49.79
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $392k 5.6k 69.89
Abbvie (ABBV) 0.2 $367k 1.7k 217.58
McDonald's Corporation (MCD) 0.1 $348k 1.1k 310.80
Ishares Tr Rus 1000 Etf (IWB) 0.1 $343k 961.00 356.84
Lockheed Martin Corporation (LMT) 0.1 $342k 565.00 604.68
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $338k 21k 16.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $324k 675.00 479.20
Duke Energy Corp Com New (DUK) 0.1 $319k 2.4k 130.95
Amphenol Corp Cl A (APH) 0.1 $315k 2.5k 126.37
Vanguard World Energy Etf (VDE) 0.1 $315k 1.8k 173.13
Allegheny Technologies Incorporated (ATI) 0.1 $303k 2.1k 145.46
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $300k 4.5k 67.22
Ishares Tr Ultra Short Dur (ICSH) 0.1 $298k 5.9k 50.62
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $297k 12k 24.79
Wal-Mart Stores (WMT) 0.1 $295k 2.4k 124.28
McKesson Corporation (MCK) 0.1 $294k 340.00 865.36
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $289k 2.9k 100.58
Spdr Series Trust State Street Spd (SPHY) 0.1 $285k 12k 23.32
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $283k 5.6k 50.12
Ishares Gold Tr Ishares New (IAU) 0.1 $282k 3.2k 88.16
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $281k 5.6k 49.99
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.1 $277k 5.5k 50.55
Ishares Tr Core 60/40 Balan (AOR) 0.1 $276k 4.3k 64.36
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $274k 4.6k 59.55
Automatic Data Processing (ADP) 0.1 $272k 1.3k 203.18
Ishares Tr Us Home Cons Etf (ITB) 0.1 $272k 3.0k 90.57
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $272k 5.9k 46.07
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $271k 5.5k 49.51
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.1 $268k 5.3k 50.19
Fidelity Covington Trust Pfd Secs Income (FPFD) 0.1 $266k 12k 21.47
Chevron Corporation (CVX) 0.1 $255k 1.2k 206.90
Procter & Gamble Company (PG) 0.1 $255k 1.8k 144.44
WD-40 Company (WDFC) 0.1 $235k 1.2k 203.94
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $234k 1.0k 234.03
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $230k 4.4k 52.30
Ishares Tr Select Divid Etf (DVY) 0.1 $229k 1.5k 151.46
Sempra Energy (SRE) 0.1 $228k 2.4k 97.17
Broadcom (AVGO) 0.1 $220k 710.00 309.51
Caterpillar (CAT) 0.1 $219k 309.00 709.55
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $219k 11k 20.41
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $218k 2.7k 79.56
Curtiss-Wright (CW) 0.1 $218k 320.00 681.12
TJX Companies (TJX) 0.1 $213k 1.3k 159.70
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $210k 3.8k 55.53
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV) 0.1 $210k 8.1k 26.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $205k 960.00 213.75