William Howard & Co Financial Advisors

William Howard & Co Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.8 $27M 47k 588.67
Ishares Tr 7-10 Yr Trsy Bd (IEF) 11.6 $13M 139k 92.45
Ishares Tr Russell 2000 Etf (IWM) 9.6 $11M 48k 220.95
Ishares Tr Cohen Steer Reit (ICF) 8.6 $9.5M 157k 60.26
Ishares Tr Russell 3000 Etf (IWV) 4.9 $5.4M 16k 334.21
Ishares Tr Core Msci Eafe (IEFA) 3.8 $4.1M 59k 70.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $4.1M 57k 71.90
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.1 $3.4M 29k 115.58
Ishares Tr Core S&p Us Gwt (IUSG) 2.8 $3.1M 23k 139.37
Ishares Tr Msci Eafe Etf (EFA) 2.1 $2.3M 31k 75.62
Apple (AAPL) 1.8 $2.0M 8.0k 250.34
Stryker Corporation (SYK) 1.8 $2.0M 5.5k 360.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $1.8M 37k 47.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $1.7M 20k 81.96
Ishares Tr Tips Bd Etf (TIP) 1.4 $1.6M 15k 106.57
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.3M 15k 89.02
Amphenol Corp Cl A (APH) 0.9 $966k 14k 69.43
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $916k 9.5k 96.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $907k 1.8k 510.99
Ishares Core Msci Emkt (IEMG) 0.8 $900k 17k 52.16
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $892k 23k 39.55
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $865k 28k 31.45
Community Trust Ban (CTBI) 0.7 $827k 16k 53.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $809k 2.0k 401.69
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $789k 8.5k 92.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $700k 3.8k 185.09
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.6 $619k 13k 49.62
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $582k 13k 44.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $581k 1.1k 538.96
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $574k 9.5k 60.72
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $563k 9.0k 62.29
Ea Series Trust Freedom 100 Em (FRDM) 0.5 $529k 16k 32.65
Amazon (AMZN) 0.4 $395k 1.8k 219.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $393k 3.1k 128.56
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $376k 3.3k 114.98
Visa Com Cl A (V) 0.3 $342k 1.1k 316.08
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $330k 1.1k 287.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $303k 1.0k 289.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $293k 11k 25.82
NVIDIA Corporation (NVDA) 0.3 $285k 2.1k 134.05
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $251k 7.6k 33.23
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $248k 3.7k 66.72
Ishares Tr Micro-cap Etf (IWC) 0.2 $248k 1.9k 130.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $246k 11k 23.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $243k 5.5k 44.02
Crowdstrike Hldgs Cl A (CRWD) 0.2 $233k 680.00 342.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $232k 8.3k 27.85
Moody's Corporation (MCO) 0.2 $225k 475.00 473.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $216k 8.3k 26.11
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $212k 1.3k 164.47
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $211k 2.0k 106.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $210k 464.00 452.59