William Howard & Co Financial Advisors

William Howard & Co Financial Advisors as of March 31, 2025

Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 52 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.2 $25M 44k 561.89
Ishares Tr 7-10 Yr Trsy Bd (IEF) 12.4 $13M 138k 95.37
Ishares Tr Cohen Steer Reit (ICF) 9.2 $9.8M 159k 61.53
Ishares Tr Russell 2000 Etf (IWM) 8.9 $9.5M 48k 199.49
Ishares Tr Russell 3000 Etf (IWV) 4.4 $4.7M 15k 317.63
Ishares Tr Core Msci Eafe (IEFA) 4.0 $4.3M 56k 75.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $4.2M 57k 73.45
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.2 $3.4M 29k 118.14
Ishares Tr Core S&p Us Gwt (IUSG) 2.7 $2.9M 23k 127.08
Ishares Tr Msci Eafe Etf (EFA) 2.4 $2.5M 31k 81.73
Stryker Corporation (SYK) 1.9 $2.0M 5.5k 372.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $1.9M 36k 50.83
Apple (AAPL) 1.6 $1.7M 7.8k 222.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $1.7M 20k 82.73
Ishares Tr Tips Bd Etf (TIP) 1.5 $1.6M 15k 111.09
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.3M 15k 90.54
Ishares Core Msci Emkt (IEMG) 0.9 $969k 18k 53.97
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $936k 9.5k 98.92
Amphenol Corp Cl A (APH) 0.9 $913k 14k 65.59
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.9 $913k 23k 40.46
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $884k 29k 30.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $807k 1.7k 469.02
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $786k 8.5k 92.29
Community Trust Ban (CTBI) 0.7 $785k 16k 50.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $728k 2.0k 361.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $715k 3.8k 188.17
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.6 $622k 13k 49.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $601k 9.5k 63.53
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $592k 13k 45.65
Ea Series Trust Freedom 100 Em (FRDM) 0.5 $562k 16k 35.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $555k 1.1k 513.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $488k 8.4k 58.35
Visa Com Cl A (V) 0.4 $379k 1.1k 350.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $359k 2.9k 122.04
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $342k 3.3k 104.56
Amazon (AMZN) 0.3 $342k 1.8k 190.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $322k 604.00 532.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $290k 1.1k 274.78
NVIDIA Corporation (NVDA) 0.3 $279k 2.6k 108.38
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $273k 7.6k 36.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $267k 11k 23.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $250k 980.00 255.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $250k 5.5k 45.26
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $243k 3.7k 65.20
Crowdstrike Hldgs Cl A (CRWD) 0.2 $240k 680.00 352.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $235k 11k 22.08
Microsoft Corporation (MSFT) 0.2 $231k 616.00 375.54
Moody's Corporation (MCO) 0.2 $221k 475.00 465.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $221k 8.3k 26.58
International Business Machines (IBM) 0.2 $221k 887.00 248.66
Ishares Tr Micro-cap Etf (IWC) 0.2 $210k 1.9k 110.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $203k 8.1k 25.04