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CIK: 0002023493
Total reported value
$128.6M
$128.6M
57 檔
54.4%
The Q3 2024 SEC filing reveals that William Howard & Co Financial Advisors Inc held a total portfolio value of $128.6M, covering 57 public equity positions.
In Q3 2024, William Howard & Co Financial Advisors Inc displayed an active expansion posture, initiating 11 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.88% | +0.62% | -0.84% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.46% | -1.15% | -7.65% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.98% | +0.82% | +0.60% | |
| 4 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 8.93% | -0.14% | +1.38% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 4.48% | +0.16% | -6.49% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.60% | -0.33% | +9.49% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.48% | -0.15% | +3.28% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.30% | -0.32% | +0.08% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.54% | +0.28% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.22% | -0.17% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.02% | -0.72% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.69% | -0.22% | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.64% | — | +16.97% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.59% | -0.13% | +0.25% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.44% | -0.15% | +0.20% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.17% | -0.03% | +11.21% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.03% | -0.08% | — | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.01% | -0.08% | +6.25% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.07% | +1.08% | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 0.82% | +0.37% | — | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 0.77% | -0.07% | +0.92% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.12% | +16.29% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.69% | -0.02% | — | |
| 24 | CTBI | Community Trust Bancorp Inc | Stock-Other | 0.66% | +0.06% | -0.93% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.03% | +0.15% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.63% | -0.05% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.61% | +0.02% | +0.53% | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.53% | -0.06% | +85.60% | |
| 29 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.49% | +0.15% | +17.14% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | — | +11.59% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | +12.71% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.44% | +0.03% | — | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.33% | +0.05% | -1.95% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.03% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | +5.44% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.28% | -0.05% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.01% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.01% | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.25% | +0.03% | +0.67% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.23% | -0.01% | +0.91% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | — | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.21% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | — | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.41% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.21% | +0.01% | +0.64% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.21% | — | — | |
| 47 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.20% | — | — | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.19% | -0.01% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.19% | +0.01% | +1.18% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.19% | +0.01% | +0.24% |
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 57 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 IVV, IEF, IWM) accounted for 54.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
FBND
市值: $324.0K
Top Position Liquidated / Trimmed
CRWD
前期市值: $261.0K
During Q3 2024, William Howard & Co Financial Advisors Inc's top holdings by market value included IVV (23.9%)、IEF (13.5%)、IWM (9.0%). The largest single position, IVV, represented 23.9% of total portfolio value.
In Q3 2024, William Howard & Co Financial Advisors Inc made 39 total portfolio adjustments, initiating 11 new buys, adding to 21 positions, trimming 5 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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