William Howard & Co Financial Advisors

William Howard & Co Financial Advisors as of June 30, 2025

Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 56 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.5 $27M 43k 620.90
Ishares Tr 7-10 Yr Trsy Bd (IEF) 11.5 $13M 138k 95.77
Ishares Tr Russell 2000 Etf (IWM) 9.1 $10M 48k 215.79
Ishares Tr Select Us Reit (ICF) 8.5 $9.8M 160k 61.16
Ishares Tr Russell 3000 Etf (IWV) 4.6 $5.3M 15k 350.99
Ishares Tr Core Msci Eafe (IEFA) 4.0 $4.6M 55k 83.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $4.3M 59k 73.63
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.0 $3.5M 29k 119.09
Ishares Tr Core S&p Us Gwt (IUSG) 3.0 $3.4M 23k 150.40
Ishares Tr Msci Eafe Etf (EFA) 2.4 $2.8M 31k 89.39
Stryker Corporation (SYK) 1.9 $2.2M 5.5k 395.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $2.1M 37k 57.01
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $1.7M 20k 82.86
Apple (AAPL) 1.4 $1.6M 7.8k 205.19
Ishares Tr Tips Bd Etf (TIP) 1.3 $1.5M 13k 110.03
Amphenol Corp Cl A (APH) 1.2 $1.4M 14k 98.75
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.3M 15k 89.06
Ishares Core Msci Emkt (IEMG) 0.9 $1.1M 18k 60.03
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.9 $1.0M 22k 46.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $933k 1.7k 551.79
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $927k 9.3k 99.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $857k 2.0k 424.65
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $843k 28k 30.68
Community Trust Ban (CTBI) 0.7 $825k 16k 52.92
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $762k 8.1k 94.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $741k 3.8k 194.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $690k 9.5k 72.68
Ea Series Trust Freedom 100 Em (FRDM) 0.6 $652k 16k 40.40
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.5 $622k 13k 49.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $613k 1.1k 567.81
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $593k 13k 45.75
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $534k 4.0k 135.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $505k 8.1k 62.02
NVIDIA Corporation (NVDA) 0.4 $408k 2.6k 158.00
Amazon (AMZN) 0.3 $398k 1.8k 219.39
Visa Com Cl A (V) 0.3 $384k 1.1k 355.05
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $358k 3.3k 109.29
Crowdstrike Hldgs Cl A (CRWD) 0.3 $346k 680.00 509.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $325k 1.1k 303.86
Microsoft Corporation (MSFT) 0.3 $307k 616.00 497.76
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $304k 7.6k 40.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $293k 604.00 485.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $289k 11k 25.30
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $274k 958.00 285.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $273k 5.5k 49.46
International Business Machines (IBM) 0.2 $262k 887.00 294.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $261k 11k 24.44
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $256k 3.7k 68.22
Ishares Tr Micro-cap Etf (IWC) 0.2 $242k 1.9k 127.66
Moody's Corporation (MCO) 0.2 $238k 475.00 501.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $238k 8.1k 29.21
Meta Platforms Cl A (META) 0.2 $233k 316.00 738.28
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $231k 8.4k 27.67
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $203k 1.3k 157.76
Vanguard Index Fds Large Cap Etf (VV) 0.2 $203k 713.00 285.18
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $201k 2.0k 101.21