HW
| |
Howard Wealth Management, LLC13F | |
| Howard Wealth Management, LLC | |
| Last update 2025-05-13 | 115 Stocks (5 new) |
| Value $179.00 Mil | Turnover 3 % |
Howard Wealth Management, LLC Top Holdings of 2025-03-31
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| 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 | +27.36% | +9.41% | 166,966.7 | ||
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 | +12.19% | +6.95% | 58,798.7 | ||
AAPL | Apple Inc | 35,249 | 7,830.0 | -0.71% | 4.360 | -0.03% | 0.000 | +7.24% | -15.55% | 3,150,861.9 | Hardware | |
VB | Vanguard Small Cap ETF | 32,253 | 7,152.2 | -3.88% | 3.990 | -0.17% | 0.010 | +17.71% | +1.83% | 61,254.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 28,929 | 5,612.0 | -2.91% | 3.130 | -0.09% | 0.010 | +12.55% | +6.18% | 89,327.5 | ||
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 | +1.04% | +2.51% | 3,253.3 | ||
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 | +1.22% | +2.74% | 4,254.4 | ||
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 | +1.44% | +3.18% | 3,721.5 | ||
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 | +1.82% | +4.12% | 2,637.1 | ||
VT | Vanguard Total World Stock ETF | 36,896 | 4,278.1 | -2.80% | 2.380 | -0.07% | 0.010 | +17.29% | +11.36% | 45,945.2 |
Howard Wealth Management, LLC's Historical Top Holdings Breakdowns
Howard Wealth Management, LLC's Top Stock Picks
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| 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 | $50.59 | 0.16% | New holding | 58,755 | 58,755 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.36% | 222.15 ($333.26) 428.22 | $328.95 | -1.29% | 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 | $31.18 | -1.11% | Reduce -19.39% | 64,418 | -15,499 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.20% | 369.1 ($404.54) 427.61 | $447.96 | 10.73% | Reduce -2.45% | 36,675 | -921 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -0.17% | 217.89 ($238.81) 252.64 | $242.88 | 1.70% | 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 | $134.67 | 2.87% | 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 | $42.92 | 0.03% | 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 | $25.51 | 0% | 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 | $195.90 | 2.86% | Sold Out | 0 | -1,283 | |
CVX | Chevron Corp | 2025-03-31 | New Buy New Buy | +0.12% | 146.71 ($156.54) 167.97 | $148.25 | -5.30% | New holding | 1,297 | 1,297 |
Howard Wealth Management, LLC Total Holding History ($B)
Howard Wealth Management, LLC's Asset Allocation
Howard Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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 % |
|---|
Howard Wealth Management, LLC's Holdings Heat Map
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Howard Wealth Management, LLC's Holdings Bubble Chart
Howard Wealth Management, LLC News
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