HW

Howard Wealth Management, LLC

13F
Howard Wealth Management, LLC
Last update 2025-05-13 115 Stocks (5 new)
Value $179.00 Mil Turnover 3 %
Countries:
Howard Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
36,675
13,600.0
-2.45%
7.580
-0.20%
0.010
+24.44%
+7.95%
152,432.4
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
104,405
13,464.2
-2.10%
7.500
-0.15%
0.020
+10.16%
+7.86%
58,243.4
 
AAPL
Apple Inc
35,249
7,830.0
-0.71%
4.360
-0.03%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
VB
Vanguard Small Cap ETF
32,253
7,152.2
-3.88%
3.990
-0.17%
0.010
+15.73%
+1.97%
58,767.7
 
VIG
Vanguard Dividend Appreciation FTF
28,929
5,612.0
-2.91%
3.130
-0.09%
0.010
+11.15%
+7.09%
87,948.4
 
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
234,027
4,839.7
-0.50%
2.700
-0.01%
0.140
+1.11%
+2.34%
3,285.1
 
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
245,454
4,781.4
-1.05%
2.660
-0.03%
0.110
+1.10%
+2.62%
4,244.8
 
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
243,774
4,775.5
-0.25%
2.660
-0.01%
0.140
+1.08%
+3.02%
3,657.8
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
227,320
4,626.0
-1.67%
2.580
-0.04%
0.180
+1.25%
+3.95%
2,620.9
 
VT
Vanguard Total World Stock ETF
36,896
4,278.1
-2.80%
2.380
-0.07%
0.010
+16.02%
+11.37%
43,829.2
 

Howard Wealth Management, LLC's Historical Top Holdings Breakdowns

Howard Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
New Buy
New Buy
+1.66%
50.39 ($50.51) 50.66
$50.50
-0.02%
New holding
58,755
58,755
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.36%
222.15 ($333.26) 428.22
$315.35
-5.37%
Reduce -37.22%
2,819
-1,671
PFF
iShares U.S. Preferred Stock
2025-03-31
Reduce
Reduce
-0.26%
30.73 ($31.53) 32.26
$31.01
-1.65%
Reduce -19.39%
64,418
-15,499
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.20%
369.1 ($404.54) 427.61
$441.98
9.25%
Reduce -2.45%
36,675
-921
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.17%
217.89 ($238.81) 252.64
$243.21
1.84%
Reduce -3.88%
32,253
-1,303
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Reduce
Reduce
-0.15%
126.11 ($130.91) 135.06
$135.81
3.74%
Reduce -2.1%
104,405
-2,236
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
2025-03-31
New Buy
New Buy
+0.13%
42.38 ($42.91) 43.28
$42.97
0.14%
New holding
5,470
5,470
FLTR
VanEck IG Floating Rate ETF
2025-03-31
Add
Add
+0.13%
25.45 ($25.51) 25.58
$25.43
-0.31%
Add 17.41%
63,805
9,462
IWD
iShares Russell 1000 Value ETF
2025-03-31
Sold Out
Sold Out
-0.13%
182.82 ($190.45) 196.21
$197.41
3.65%
Sold Out
0
-1,283
CVX
Chevron Corp
2025-03-31
New Buy
New Buy
+0.12%
146.71 ($156.54) 167.97
$148.37
-5.22%
New holding
1,297
1,297

Howard Wealth Management, LLC Total Holding History ($B)

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Howard Wealth Management, LLC's Asset Allocation

To

Howard Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Howard Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Howard Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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