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CIK: 0001766286
Total reported value
$270.5M
$270.5M
112 檔
17.9%
At the close of Q3 2024, Howard Wealth Management, LLC disclosed equity holdings valued at approximately $270.5M, spread across 112 reported holdings.
In Q3 2024, Howard Wealth Management, LLC displayed an active expansion posture, initiating 21 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.08% | +0.26% | +0.68% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.64% | -0.02% | +1.19% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 4.53% | +0.17% | +2.64% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.17% | -0.54% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.46% | -0.12% | +0.43% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.70% | -0.04% | +0.41% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.63% | — | — | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.55% | -0.18% | — | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.54% | -0.19% | — | |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.50% | -0.18% | — | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.43% | -0.17% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.04% | +0.11% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.03% | -0.27% | +163.90% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | -0.03% | +11.22% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.94% | +0.03% | -7.51% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | -0.02% | +4.67% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-Other | 1.67% | -0.06% | +0.73% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.56% | -0.04% | -3.31% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.30% | -0.02% | -0.90% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 1.21% | -0.02% | +2.89% | |
| 21 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.21% | — | — | |
| 22 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.09% | -0.07% | — | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.08% | +0.03% | +0.58% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | +0.18% | -0.77% | |
| 25 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.06% | -0.03% | — | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.05% | +0.02% | -0.83% | |
| 27 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.02% | -0.01% | — | |
| 28 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.00% | -0.02% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | — | +0.08% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-Other | 0.94% | -0.03% | +0.60% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.06% | -0.34% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.83% | +0.01% | -2.99% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.83% | -0.03% | +1.16% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.79% | -0.06% | -1.18% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.07% | -0.58% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-Other | 0.76% | -0.01% | +0.93% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.71% | -0.62% | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.03% | +3.76% | |
| 39 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.69% | -0.06% | +41.08% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.07% | +0.01% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | -0.01% | — | |
| 42 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.68% | -0.07% | +44.20% | |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.62% | -0.04% | +8.47% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.07% | -0.74% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.09% | +2.22% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.07% | +16.24% | |
| 47 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.60% | — | -1.63% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.59% | -0.02% | -1.34% | |
| 49 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.59% | +0.01% | -2.04% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.03% | — |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 112 disclosed positions in Q3 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 17.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
BSCP
市值: $4.5M
Top Position Liquidated / Trimmed
MTB
前期市值: $210.1K
During Q3 2024, Howard Wealth Management, LLC's top holdings by market value included VUG (8.1%)、VYM (7.6%)、VB (4.5%). The largest single position, VUG, represented 8.1% of total portfolio value.
In Q3 2024, Howard Wealth Management, LLC made 48 total portfolio adjustments, initiating 21 new buys, adding to 19 positions, trimming 6 holdings, and fully liquidating 2 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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