13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001766286
Total reported value
$270.5M
$270.5M
104 檔
15.8%
In Q1 2024, Howard Wealth Management, LLC's U.S. equity holdings reached a combined market value of $270.5M, distributed across 104 disclosed stock positions.
During Q1 2024, Howard Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.95% | +0.26% | +0.06% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.71% | -0.02% | -0.17% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 5.91% | +0.17% | +0.27% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.79% | +0.17% | +2.08% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.33% | -0.12% | -3.56% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.38% | -0.04% | -2.92% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.84% | +0.04% | -0.79% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.59% | +0.03% | -0.17% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-Other | 2.39% | -0.06% | +4.39% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | -0.02% | -2.44% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | -0.03% | +4.48% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.06% | -0.04% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | -0.02% | -7.29% | |
| 14 | PGX | Invesco Preferred ETF | ETF-Other | 1.52% | — | -4.69% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.41% | -0.02% | +1.76% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.39% | +0.18% | -0.45% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | — | +0.87% | |
| 18 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.32% | +0.02% | -4.76% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.06% | +17.66% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.15% | +0.03% | -0.02% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.15% | +0.01% | -3.42% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-Other | 1.14% | -0.03% | -3.83% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.01% | -0.27% | +4.76% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.00% | -0.06% | -6.51% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.07% | -1.15% | |
| 26 | IOO | Ishares Global 100 ETF | ETF-Other | 0.93% | -0.01% | +1.43% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | -0.03% | -2.94% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.07% | +1.72% | |
| 29 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.83% | — | +0.28% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.81% | -0.01% | -2.12% | |
| 31 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.80% | +0.01% | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.80% | -0.02% | -1.53% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.02% | +1.27% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.03% | +1.02% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.77% | +0.02% | -1.36% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.09% | -0.47% | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.76% | -0.04% | -1.02% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.07% | +1.72% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.01% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | +11.92% | |
| 41 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.62% | -0.02% | — | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.62% | — | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | — | -7.85% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | -0.01% | +0.44% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.53% | -0.07% | +23.52% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | — | -0.05% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | — | +400.00% | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.51% | -0.03% | -0.42% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.01% | -1.28% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | — | +1.52% |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 104 disclosed positions in Q1 2024.
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 VUG, VYM, VB) accounted for 15.8% of total reported equity market value during Q1 2024.
During Q1 2024, Howard Wealth Management, LLC's top holdings by market value included VUG (9.9%)、VYM (9.7%)、VB (5.9%). The largest single position, VUG, represented 9.9% of total portfolio value.
In Q1 2024, Howard Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.