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CIK: 0002023493
Total reported value
$128.6M
$128.6M
45 檔
52.3%
During the Q1 2024 filing period, William Howard & Co Financial Advisors Inc (CIK: 0002023493) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $128.6M across 45 reported positions.
During Q1 2024, William Howard & Co Financial Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEF, IWM) accounted for 52.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.40% | +0.62% | — | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 15.69% | -1.15% | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.48% | +0.82% | — | |
| 4 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 8.43% | -0.14% | — | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 5.06% | +0.16% | — | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.51% | -0.32% | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.50% | -0.15% | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.46% | -0.33% | — | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.48% | +0.28% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.36% | -0.17% | — | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.84% | -0.22% | — | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.74% | -0.13% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.02% | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.55% | -0.15% | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | — | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.10% | -0.08% | — | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.03% | — | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.94% | -0.08% | — | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 0.83% | -0.07% | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | +0.07% | — | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 0.80% | +0.37% | — | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.72% | -0.02% | — | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.71% | -0.05% | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | +0.03% | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | +0.02% | — | |
| 26 | CTBI | Community Trust Bancorp Inc | Stock-Other | 0.62% | +0.06% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.12% | — | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.47% | +0.03% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | — | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | +0.05% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | — | |
| 33 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.31% | +0.15% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | — | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | +0.03% | — | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.24% | -0.01% | — | |
| 37 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.22% | +0.01% | — | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.22% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.21% | +0.01% | — | |
| 41 | WDAY | Workday Inc-class A | Stock-Tech | 0.20% | — | — | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.19% | +0.01% | — | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.19% | -0.18% | EXIT | |
| 44 | PBI | Pitney Bowes Inc | Stock-Other | 0.05% | — | — | |
| 45 | ✓ | Virios Therapeutics Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, William Howard & Co Financial Advisors Inc reported a total U.S. public equity portfolio value of $128.6M across 45 disclosed positions in Q1 2024.
During Q1 2024, William Howard & Co Financial Advisors Inc's top holdings by market value included IVV (24.4%)、IEF (15.7%)、IWM (9.5%). The largest single position, IVV, represented 24.4% of total portfolio value.
In Q1 2024, William Howard & Co Financial Advisors Inc 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.
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