Howard Wealth Management

Howard Wealth Management as of June 30, 2026

Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 156 positions in its portfolio as reported in the June 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 $19M 120k 158.03
Vanguard Index Fds Growth Etf (VUG) 6.8 $19M 215k 86.14
Apple (AAPL) 4.0 $11M 37k 289.37
Vanguard Index Fds Small Cp Etf (VB) 3.7 $10M 33k 303.12
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $6.2M 26k 236.62
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.2 $5.9M 304k 19.52
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.2 $5.9M 302k 19.61
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.1 $5.8M 283k 20.36
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.1 $5.6M 300k 18.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.0 $5.3M 34k 156.95
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 1.9 $5.1M 102k 50.11
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.9 $5.1M 100k 50.49
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.9 $5.0M 6.7k 746.84
Ishares Tr Core S&p500 Etf (IVV) 1.8 $5.0M 6.7k 748.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $5.0M 7.2k 686.84
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.8 $4.9M 211k 22.95
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.8 $4.8M 58k 83.75
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.7 $4.7M 209k 22.35
Advanced Micro Devices (AMD) 1.7 $4.7M 8.0k 580.91
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.7 $4.6M 277k 16.64
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.7 $4.5M 208k 21.75
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.6 $4.4M 208k 21.13
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 1.5 $4.2M 161k 25.81
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.5 $4.1M 81k 50.57
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $4.0M 29k 137.53
Palantir Technologies Cl A (PLTR) 1.5 $4.0M 34k 116.67
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.9M 11k 357.37
Vanguard Index Fds Value Etf (VTV) 1.2 $3.3M 15k 217.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $3.0M 35k 85.49
Amazon (AMZN) 1.1 $2.9M 12k 238.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $2.9M 39k 73.41
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.8M 7.9k 353.33
Vaneck Etf Trust Ig Floa Rate Etf (FLTR) 1.0 $2.7M 105k 25.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.6M 3.6k 736.55
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.9 $2.5M 103k 24.31
Vanguard Index Fds Large Cap Etf (VV) 0.9 $2.5M 7.2k 343.92
Spdr Series Trust St Str Conv Etf (CWB) 0.9 $2.5M 23k 107.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.4M 6.5k 370.09
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.7 $1.8M 36k 50.39
Ishares Tr Global 100 Etf (IOO) 0.6 $1.6M 12k 136.60
Vaneck Etf Trust Preferred Securt (PFXF) 0.6 $1.6M 90k 17.84
Vanguard World Health Car Etf (VHT) 0.6 $1.6M 5.3k 299.04
Microsoft Corporation (MSFT) 0.6 $1.6M 4.2k 373.11
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $1.5M 27k 56.48
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.5M 6.2k 242.45
Costco Wholesale Corporation (COST) 0.5 $1.4M 1.5k 935.78
NVIDIA Corporation (NVDA) 0.5 $1.4M 7.1k 200.09
JPMorgan Chase & Co. (JPM) 0.5 $1.4M 4.3k 327.40
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $1.4M 5.7k 246.22
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.4M 14k 96.43
Wisdomtree Tr Us Smallcap Fund (EES) 0.5 $1.3M 19k 67.79
Spdr Series Trust St Str Sp Div (SDY) 0.5 $1.3M 8.3k 152.19
Spdr Series Trust St Term High Etf (SJNK) 0.5 $1.3M 50k 25.03
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.5 $1.2M 97k 12.66
Visa Com Cl A (V) 0.4 $1.1M 3.2k 343.19
Spdr Series Trust St Str P500val (SPYV) 0.4 $1.1M 18k 60.79
Tesla Motors (TSLA) 0.4 $1.1M 2.5k 420.60
Meta Platforms Cl A (META) 0.4 $1.0M 1.8k 563.31
Vanguard World Inf Tech Etf (VGT) 0.4 $991k 8.3k 119.53
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.4 $975k 13k 75.77
Mastercard Incorporated Cl A (MA) 0.4 $961k 1.9k 513.60
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $956k 10k 93.53
Ishares Tr Russell 2000 Etf (IWM) 0.3 $941k 3.1k 300.53
Johnson & Johnson (JNJ) 0.3 $913k 3.6k 253.98
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $908k 30k 30.49
Vanguard World Financials Etf (VFH) 0.3 $864k 6.6k 131.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $800k 10k 77.11
Eli Lilly & Co. (LLY) 0.3 $769k 641.00 1200.05
Home Depot (HD) 0.3 $735k 2.1k 352.82
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.3 $707k 1.4k 522.70
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $707k 6.9k 103.22
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $695k 38k 18.43
Ishares Tr Msci Eafe Etf (EFA) 0.2 $663k 6.4k 103.88
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $659k 13k 51.85
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $659k 13k 52.60
Wisdomtree Tr Glob Ex Us Qu Fd (DNL) 0.2 $641k 14k 46.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $634k 5.1k 124.18
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $622k 28k 21.92
Global X Fds S&p 500 Covered (XYLD) 0.2 $612k 15k 40.79
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $608k 26k 23.64
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $607k 26k 23.44
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $606k 26k 23.55
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $605k 26k 23.03
Exxon Mobil Corporation (XOM) 0.2 $595k 4.4k 136.73
Intel Corporation (INTC) 0.2 $592k 4.2k 139.63
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $590k 7.3k 80.58
Netflix (NFLX) 0.2 $586k 8.2k 71.40
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $539k 3.6k 148.34
Merck & Co (MRK) 0.2 $526k 4.1k 128.52
Cintas Corporation (CTAS) 0.2 $510k 3.0k 170.08
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $503k 12k 42.41
Public Service Enterprise (PEG) 0.2 $501k 6.2k 81.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $496k 6.0k 82.66
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $483k 19k 25.07
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.2 $452k 5.0k 90.80
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $450k 9.0k 49.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $435k 1.2k 368.38
Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $411k 5.6k 73.21
Ishares Tr Rus 1000 Etf (IWB) 0.1 $395k 963.00 409.62
Allegheny Technologies Incorporated (ATI) 0.1 $391k 2.0k 197.10
Amphenol Corp Cl A (APH) 0.1 $388k 2.2k 176.37
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $336k 21k 16.39
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $336k 7.3k 46.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $333k 666.00 500.39
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $327k 4.3k 75.78
Caterpillar (CAT) 0.1 $324k 304.00 1066.70
Duke Energy Corp Com New (DUK) 0.1 $321k 2.5k 126.62
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $319k 13k 25.17
Ishares Tr Ultra Short Dur (ICSH) 0.1 $315k 6.2k 50.58
Ishares Tr Us Home Cons Etf (ITB) 0.1 $313k 3.0k 104.49
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $303k 6.0k 50.66
McDonald's Corporation (MCD) 0.1 $303k 1.1k 270.49
Spdr Series Trust St Port High Etf (SPHY) 0.1 $303k 13k 23.44
Automatic Data Processing (ADP) 0.1 $300k 1.3k 223.95
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $294k 2.9k 100.83
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $294k 5.9k 50.15
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $287k 5.8k 49.55
Ishares Tr Core 60 Bala Etf (AOR) 0.1 $287k 4.1k 69.51
International Business Machines (IBM) 0.1 $285k 1.0k 281.22
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.1 $284k 5.6k 50.31
Lockheed Martin Corporation (LMT) 0.1 $280k 550.00 509.62
WD-40 Company (WDFC) 0.1 $280k 1.2k 243.64
Fidelity Covington Trust Pfd Secs Income (FPFD) 0.1 $278k 13k 21.44
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $276k 4.7k 58.99
Vanguard World Energy Etf (VDE) 0.1 $274k 1.8k 150.15
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST) 0.1 $272k 5.4k 50.58
Broadcom (AVGO) 0.1 $268k 710.00 377.75
Abbvie (ABBV) 0.1 $268k 1.1k 251.86
Wal-Mart Stores (WMT) 0.1 $267k 2.4k 113.26
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $265k 1.0k 264.72
Procter & Gamble Company (PG) 0.1 $258k 1.8k 146.65
McKesson Corporation (MCK) 0.1 $257k 340.00 755.60
Ge Aerospace Com New (GE) 0.1 $256k 684.00 373.89
Texas Instruments Incorporated (TXN) 0.1 $252k 845.00 298.07
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $251k 4.4k 57.00
Sandisk Corp (SNDK) 0.1 $246k 108.00 2273.73
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $243k 4.0k 61.47
Curtiss-Wright (CW) 0.1 $243k 320.00 757.76
Ishares Gold Tr Ishares New (IAU) 0.1 $239k 3.2k 75.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $233k 960.00 242.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $231k 2.9k 79.99
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.1 $225k 3.0k 75.69
MasTec (MTZ) 0.1 $222k 534.00 416.06
Ishares Tr Select Divid Etf (DVY) 0.1 $222k 1.4k 156.32
Sempra Energy (SRE) 0.1 $218k 2.4k 92.71
Chevron Corporation (CVX) 0.1 $216k 1.3k 165.76
TJX Companies (TJX) 0.1 $215k 1.4k 151.50
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $215k 11k 20.37
Invesco Exch Trd Slf Idx Bull 2031 Hi Etf (BSJV) 0.1 $212k 8.1k 26.25
Spdr Series Trust St Str Sp Biot (XBI) 0.1 $209k 1.3k 158.29
Western Digital (WDC) 0.1 $208k 326.00 638.72
Vaneck Etf Trust Biotech Etf (BBH) 0.1 $205k 1.0k 203.24
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $204k 2.2k 92.22
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $203k 4.0k 50.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $203k 4.0k 50.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $201k 2.8k 71.27