William Howard & Co Financial Advisors

William Howard & Co Financial Advisors as of Sept. 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 September 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 $28M 41k 669.29
Ishares Tr 7-10 Yr Trsy Bd (IEF) 10.9 $13M 133k 96.46
Ishares Tr Russell 2000 Etf (IWM) 9.8 $12M 48k 241.96
Ishares Tr Select Us Reit (ICF) 8.4 $9.8M 160k 61.62
Ishares Tr Russell 3000 Etf (IWV) 4.6 $5.4M 14k 378.94
Ishares Tr Core Msci Eafe (IEFA) 4.1 $4.8M 55k 87.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $4.4M 59k 74.37
Ishares Tr Core S&p Us Gwt (IUSG) 3.2 $3.7M 23k 164.54
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.0 $3.5M 29k 119.51
Ishares Tr Msci Eafe Etf (EFA) 2.4 $2.9M 31k 93.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $2.1M 36k 59.92
Stryker Corporation (SYK) 1.7 $2.0M 5.5k 369.67
Amphenol Corp Cl A (APH) 1.5 $1.7M 14k 123.75
Apple (AAPL) 1.5 $1.7M 6.7k 254.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $1.7M 20k 82.96
Ishares Tr Tips Bd Etf (TIP) 1.3 $1.5M 13k 111.22
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.4M 15k 91.42
Ishares Core Msci Emkt (IEMG) 1.0 $1.1M 17k 65.92
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.9 $1.1M 22k 47.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.0M 1.7k 600.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $946k 2.0k 468.45
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $936k 9.3k 100.25
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $878k 28k 31.62
Community Trust Ban (CTBI) 0.7 $870k 16k 55.95
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $805k 8.1k 99.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $780k 3.8k 203.59
Ea Series Trust Freedom 100 Em (FRDM) 0.6 $701k 16k 44.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $651k 8.5k 76.72
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.5 $624k 13k 49.99
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $600k 13k 46.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $569k 3.9k 145.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $567k 925.00 612.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $532k 8.2k 65.26
Visa Com Cl A (V) 0.3 $369k 1.1k 341.38
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $369k 3.1k 118.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $366k 1.1k 328.18
Crowdstrike Hldgs Cl A (CRWD) 0.3 $334k 680.00 490.38
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $326k 7.6k 42.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $319k 11k 27.90
NVIDIA Corporation (NVDA) 0.3 $308k 1.7k 186.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $300k 5.5k 54.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $282k 11k 26.34
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $272k 3.8k 72.25
Microsoft Corporation (MSFT) 0.2 $262k 505.00 517.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $261k 814.00 320.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $260k 8.1k 31.91
Amazon (AMZN) 0.2 $252k 1.1k 219.57
International Business Machines (IBM) 0.2 $250k 887.00 282.16
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $245k 8.4k 29.11
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $237k 3.6k 65.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $228k 1.3k 176.81
Moody's Corporation (MCO) 0.2 $226k 475.00 476.48
Vanguard Index Fds Large Cap Etf (VV) 0.2 $220k 715.00 307.79
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $220k 2.0k 110.45
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $216k 4.1k 53.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $215k 428.00 502.74