WH

William Howard & Co Financial Advisors Inc

13F
William Howard & Co Financial Advisors Inc
Last update 2025-04-25 52 Stocks (2 new)
Value $107.00 Mil Turnover 1 %
Countries:
Top Holdings: IVV(23.18%)IEF(12.35%)ICF(9.15%)IWM(8.89%)IWV(4.44%)
Summary Stock Picks Current Portfolio
William Howard & Co Financial ... 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
IVV
iShares Core S&P 500 ETF
44,007
24,727.2
-5.55%
23.180
-1.38%
0.000
+23.58%
+6.63%
619,462.7
 
IEF
iShares 7-10 Year Treasury Bond ETF
138,203
13,180.4
-0.22%
12.350
-0.03%
0.030
-0.03%
+4.13%
34,554.8
 
ICF
iShares Select U.S. REIT ETF
158,720
9,766.1
+1.13%
9.150
+0.10%
0.500
+10.13%
+2.55%
1,929.9
 
IWM
iShares Russell 2000 ETF
47,548
9,485.4
-0.83%
8.890
-0.08%
0.010
+22.72%
-0.06%
65,258.6
 
IWV
iShares Russell 3000 ETF
14,904
4,733.9
-7.09%
4.440
-0.34%
0.030
+23.83%
+6.27%
15,937.2
 
IEFA
iShares Core MSCI EAFE ETF
56,364
4,263.9
-4.48%
4.000
-0.17%
0.000
+23.74%
+19.69%
141,458.3
 
BND
Vanguard Total Bond Market ETF
57,363
4,213.4
+1.07%
3.950
+0.04%
0.000
+0.85%
+3.26%
127,042.1
 
IEI
iShares 3-7 Year Treasury Bond ETF
29,113
3,439.3
-0.27%
3.220
-0.01%
0.020
+0.59%
+3.85%
15,241.7
 
IUSG
ISHARES TRUST
22,566
2,867.7
0%
2.690
0%
0.010
+30.78%
+8.34%
23,440.9
 
EFA
iShares MSCI EAFE ETF
31,023
2,535.5
0%
2.380
0%
0.000
+23.05%
+19.14%
63,862.9
 

William Howard & Co Financial Advisors Inc's Historical Top Holdings Breakdowns

William Howard & Co Financial Advisors Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.38%
●
554.06 ($590.51) 615.85
$623.83
5.64%
Reduce -5.55%
44,007
-2,588
IWV
iShares Russell 3000 ETF
2025-03-31
Reduce
Reduce
-0.34%
●
313.1 ($335.28) 349.83
$353.37
5.40%
Reduce -7.09%
14,904
-1,137
MSFT
Microsoft Corp
2025-03-31
New Buy
New Buy
+0.22%
●
375.39 ($407.71) 447.2
$497.72
22.08%
New holding
616
616
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
New Buy
New Buy
+0.21%
●
217.4 ($244.61) 264.74
$292.47
19.57%
New holding
887
887
IWN
iShares Russell 2000 Value ETF
2025-03-31
Sold Out
Sold Out
-0.19%
●
149.27 ($161.54) 169.4
$162.41
0.54%
Sold Out
0
-1,289
VIOO
Vanguard S&P Small-Cap 600 ETF
2025-03-31
Sold Out
Sold Out
-0.19%
●
94.32 ($103.93) 110.46
$103.07
-0.83%
Sold Out
0
-1,988
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.17%
●
69.57 ($74.78) 78.65
$82.64
10.50%
Reduce -4.48%
56,364
-2,642
ICF
iShares Select U.S. REIT ETF
2025-03-31
Add
Add
+0.10%
●
57.98 ($61.16) 63.8
$61.17
0.02%
Add 1.13%
158,720
1,779
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.08%
●
198.1 ($216.92) 229.79
$219.73
1.30%
Reduce -0.83%
47,548
-400
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.07%
●
442.66 ($486.15) 534.52
$478.03
-1.67%
Add 30.17%
604
140

William Howard & Co Financial Advisors Inc Total Holding History ($B)

To

William Howard & Co Financial Advisors Inc's Asset Allocation

To

William Howard & Co Financial Advisors Inc Past Portfolios

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

Top Ranked Articles

  • 1

William Howard & Co Financial Advisors Inc's Hypothetical Growth since 2025-03-31

William Howard & Co Financial Advisors Inc's Yearly Returns

Year Portfolio % % Excess Gain %

William Howard & Co Financial Advisors Inc's Holdings Heat Map

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William Howard & Co Financial Advisors Inc's Holdings Bubble Chart

William Howard & Co Financial Advisors Inc News

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