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CIK: 0001733173
Total reported value
$8.4B
$8.4B
379 檔
19.5%
The Q1 2025 SEC filing reveals that Howard Capital Management, LLC held a total portfolio value of $8.4B, covering 379 public equity positions.
In Q1 2025, Howard Capital Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 379 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 12.53% | -0.35% | +0.14% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.05% | -0.56% | +0.01% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.89% | -0.84% | -0.01% | |
| 4 | QQH | Hcm Defender 100 Index ETF | ETF-Large Cap & Growth | 5.76% | -0.56% | -0.80% | |
| 5 | LGH | Hcm Defender 500 Index ETF | ETF-Large Cap & Growth | 4.83% | -0.75% | -0.67% | |
| 6 | HCMT | Direxion Hcm Tactic US ETF | ETF-Other | 4.78% | -0.62% | +2.45% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.57% | +2.55% | +0.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.55% | -0.47% | -0.02% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.38% | -0.61% | -0.01% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.32% | -0.62% | — | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.06% | -18.37% | +15.67% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.05% | -1.82% | +12.30% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.93% | -0.18% | -0.23% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.01% | -11.66% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.02% | -10.40% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.18% | -7.83% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | +0.15% | -10.81% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.18% | -18.42% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.17% | -25.76% | |
| 20 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.71% | +0.41% | NEW | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.69% | +1.61% | +0.29% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.09% | -5.34% | |
| 23 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.60% | +4.80% | -93.78% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.23% | -11.33% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.49% | — | +12.90% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.32% | -0.04% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.03% | -4.14% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | +0.26% | -30.80% | |
| 29 | KLAC | Kla CORP | Stock-Tech | 0.27% | +0.38% | +6.02% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | +0.04% | -13.83% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.06% | -2.98% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.24% | -0.06% | -0.50% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | -0.02% | -3.65% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | -0.03% | -2.66% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.21% | -0.18% | +25.83% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.20% | -0.02% | -1.61% | |
| 37 | QLD | Proshares Ultra Qqq | ETF-Other | 0.19% | +10.67% | NEW | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.19% | -0.06% | -1.87% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.17% | +0.10% | -15.22% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.62% | -9.08% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.16% | +0.04% | -10.35% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.16% | -0.01% | -1.72% | |
| 43 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.16% | — | +15.09% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.15% | +0.04% | -10.19% | |
| 45 | FOX | Fox CORP - Class B | Stock-Comm Services | 0.15% | -0.03% | +0.01% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.15% | -0.01% | -1.44% | |
| 47 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.15% | -0.02% | — | |
| 48 | ETR | Entergy CORP | Stock-Utilities | 0.14% | -0.03% | -0.52% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | +0.02% | -10.49% | |
| 50 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.14% | -0.03% | -6.66% |
According to official SEC Form 13F filings, Howard Capital Management, LLC reported a total U.S. public equity portfolio value of $8.4B across 379 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, QQQ, VIG) accounted for 19.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MGK
市值: $498.8M
During Q1 2025, Howard Capital Management, LLC's top holdings by market value included MGK (12.5%)、QQQ (12.1%)、VIG (5.9%). The largest single position, MGK, represented 12.5% of total portfolio value.
In Q1 2025, Howard Capital Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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