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CIK: 0001766286
Total reported value
$270.5M
$270.5M
116 檔
19.2%
In Q4 2024, Howard Wealth Management, LLC's U.S. equity holdings reached a combined market value of $270.5M, distributed across 116 disclosed stock positions.
In Q4 2024, Howard Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, AAPL) accounted for 19.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
AMD
市值: $970.4K
Top Position Liquidated / Trimmed
VCSH
前期市值: $342.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.35% | +0.26% | +3.95% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.36% | -0.02% | +4.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.81% | +0.17% | +6.74% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 4.36% | +0.17% | +2.25% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.16% | -0.12% | -0.73% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.63% | — | +7.65% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.61% | -0.18% | +10.68% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.58% | -0.19% | +10.52% | |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.52% | -0.18% | +10.62% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.41% | -0.04% | -2.01% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.18% | -0.03% | +13.56% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | +0.04% | -0.90% | |
| 13 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.04% | -0.17% | -7.56% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.88% | +0.03% | -1.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.02% | -3.26% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.58% | -0.27% | -12.46% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.43% | -0.04% | +1.90% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 1.36% | -0.06% | -7.34% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.35% | -0.62% | +0.58% | |
| 20 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.35% | — | +20.24% | |
| 21 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.25% | -0.07% | +24.42% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | -0.02% | -1.15% | |
| 23 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.20% | -0.03% | +23.13% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.19% | -0.02% | +3.00% | |
| 25 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.15% | -0.01% | +23.88% | |
| 26 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.10% | -0.02% | +21.68% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | — | -0.50% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.02% | +77.99% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.01% | +0.02% | +1.58% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | +0.18% | +7.43% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | -0.01% | +0.07% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.92% | +0.03% | +0.00% | |
| 33 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.86% | -0.07% | +38.41% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.07% | -0.54% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.06% | +0.91% | |
| 36 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.80% | -0.06% | +31.06% | |
| 37 | VHT | Vanguard Health Care ETF | ETF-Other | 0.79% | -0.03% | +0.19% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.77% | +0.01% | -4.70% | |
| 39 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.75% | -0.09% | +64.56% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.07% | — | |
| 41 | IOO | Ishares Global 100 ETF | ETF-Other | 0.71% | -0.01% | -0.67% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.03% | -1.22% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.68% | -0.06% | +0.20% | |
| 44 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.64% | -0.17% | +92.83% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.03% | -0.79% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | -0.07% | +13.64% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.07% | +0.69% | |
| 48 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.56% | +0.01% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.03% | -0.25% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.09% | -6.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.6% | +0.58% | Add |
| 2 | AMD | Advanced Micro Devices | +0.5% | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | +0.5% | +77.99% | Add |
| 4 | CRM | Salesforce Inc | +0.4% | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | +0.3% | +154.67% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +6.74% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +0.07% | Add |
| 8 | BIZD | Vaneck Bdc Income ETF | +0.3% | +92.83% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.3% | +3.95% | Add |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | +0.3% | +64.56% | Add |
| 11 | VRP | Invesco Variable Rate Prefer | +0.2% | +38.41% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +13.56% | Add |
| 13 | BSJQ | Invesco Bulletshares 2026 Hy | +0.2% | +24.42% | Add |
| 14 | BSJP | Invesco Bulletshares 2025 Hy | +0.1% | +20.24% | Add |
| 15 | BSJR | Invesco Bulletshares 2027 Hy | +0.1% | +23.13% | Add |
| 16 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | New buy |
| 17 | BSJS | Invesco Bulletshares 2028 Hy | +0.1% | +23.88% | Add |
| 18 | PAYC | Paycom Software Inc | +0.1% | NEW | New buy |
| 19 | PFFV | Global X Variable Rate Pref | +0.1% | NEW | New buy |
| 20 | VGIT | Vanguard Intermediate-term T | +0.1% | NEW | New buy |
| 21 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 22 | PFXF | Vaneck Pref Sec X-financials | +0.1% | +31.06% | Add |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | New buy |
| 24 | BSJT | Invesco Bulletshares 2029 Hy | +0.1% | +21.68% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | -0.50% | Trim |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +10.68% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +1.04% | Add |
| 28 | VFH | Vanguard Financials ETF | +0.1% | +12.67% | Add |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +10.52% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | -0.54% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 32 | ITA | Ishares U.s. Aerospace & Def | 0% | +20.36% | Add |
| 33 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +10.62% | Add |
| 34 | BSCP | Invesco Bulletshares 2025 Cb | — | +7.65% | Add |
| 35 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -1.38% | Trim |
| 36 | NOBL | Proshares S&p 500 Dividend A | -0.1% | EXIT | Sold out |
| 37 | CI | THE Cigna Group | -0.1% | EXIT | Sold out |
| 38 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 39 | VNQ | Vanguard Real Estate ETF | -0.1% | -1.22% | Trim |
| 40 | VHT | Vanguard Health Care ETF | -0.2% | +0.19% | Add |
| 41 | VXUS | Vanguard Total Intl Stock | -0.2% | +0.00% | Add |
| 42 | VB | Vanguard Small-cap ETF | -0.2% | +2.25% | Add |
| 43 | PGX | Invesco Preferred ETF | -0.2% | -56.79% | Trim |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | EXIT | Sold out |
| 45 | VYM | Vanguard High Dvd Yield ETF | -0.3% | +4.13% | Add |
| 46 | BKLN | Invesco Senior Loan ETF | -0.3% | -48.06% | Trim |
| 47 | VT | Vanguard Tot World Stk ETF | -0.3% | -2.01% | Trim |
| 48 | PFF | Ishares Preferred & Income S | -0.3% | -7.34% | Trim |
| 49 | BSCT | Invesco Bulletshares 2029 Cb | -0.4% | -7.56% | Trim |
| 50 | BND | Vanguard Total Bond Market | -0.5% | -12.46% | Trim |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 116 disclosed positions in Q4 2024.
During Q4 2024, Howard Wealth Management, LLC's top holdings by market value included VUG (8.3%)、VYM (7.4%)、AAPL (4.8%). The largest single position, VUG, represented 8.3% of total portfolio value.
In Q4 2024, Howard Wealth Management, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 10 holdings, and fully liquidating 4 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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