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CIK: 0001766286
Total reported value
$270.5M
$270.5M
115 檔
17.6%
The Q1 2025 SEC filing reveals that Howard Wealth Management, LLC held a total portfolio value of $270.5M, covering 115 public equity positions.
In Q1 2025, Howard Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.58% | +0.26% | -2.45% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.50% | -0.02% | -2.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.17% | -0.71% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.99% | +0.17% | -3.88% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.13% | -0.12% | -2.91% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.70% | — | -0.50% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.66% | -0.18% | -1.05% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.66% | -0.19% | -0.25% | |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.58% | -0.18% | -1.67% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.38% | -0.04% | -2.80% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.09% | -0.17% | -1.55% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | -0.03% | -3.51% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.05% | +0.04% | -0.27% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | +0.03% | -1.90% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.69% | -0.27% | +1.22% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.66% | -0.38% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -0.02% | -3.76% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.56% | -0.62% | +0.47% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.50% | -0.04% | -0.16% | |
| 20 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.39% | — | +0.31% | |
| 21 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.28% | -0.07% | +0.06% | |
| 22 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.23% | -0.03% | — | |
| 23 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.18% | -0.01% | -0.10% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.18% | -0.02% | +1.01% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | -0.02% | +1.01% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | -0.02% | -4.79% | |
| 27 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.12% | -0.02% | -0.25% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-Other | 1.10% | -0.06% | -19.39% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.01% | +0.02% | -0.99% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | +0.18% | -7.57% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.99% | +0.03% | -0.77% | |
| 32 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.99% | -0.07% | +10.78% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | — | -2.53% | |
| 34 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.91% | -0.09% | +17.41% | |
| 35 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.88% | -0.06% | +9.76% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-Other | 0.84% | -0.03% | -1.27% | |
| 37 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.74% | -0.17% | +10.35% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.06% | -1.29% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.03% | -1.66% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.70% | -0.06% | -2.25% | |
| 41 | IOO | Ishares Global 100 ETF | ETF-Other | 0.70% | -0.01% | +0.61% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.07% | -1.03% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.66% | +0.01% | -8.31% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.03% | -0.10% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | -0.07% | +0.01% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.03% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.07% | -1.64% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.07% | -3.94% | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.59% | -0.03% | +0.79% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.12% | — |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 115 disclosed positions in Q1 2025.
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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, AAPL) accounted for 17.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $13.6M
During Q1 2025, Howard Wealth Management, LLC's top holdings by market value included VUG (7.6%)、VYM (7.5%)、AAPL (4.4%). The largest single position, VUG, represented 7.6% of total portfolio value.
In Q1 2025, Howard Wealth 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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