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CIK: 0002023493
Total reported value
$128.6M
$128.6M
52 檔
51.1%
During the Q4 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 52 reported positions.
In Q4 2024, William Howard & Co Financial Advisors Inc adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.82% | +0.62% | -4.01% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 11.59% | -1.15% | -13.86% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.59% | +0.82% | +0.64% | |
| 4 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 8.56% | -0.14% | -1.16% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 4.85% | +0.16% | -0.09% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.75% | -0.15% | +13.00% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.69% | -0.33% | +1.11% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.05% | -0.32% | -9.80% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.85% | +0.28% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.12% | -0.17% | -0.07% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.02% | -8.62% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.79% | -0.22% | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | — | +0.71% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.51% | -0.15% | +0.27% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.40% | -0.13% | -13.90% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.16% | -0.03% | +2.79% | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 0.87% | +0.37% | -5.73% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | -0.08% | -20.75% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.12% | -1.72% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.81% | +0.07% | -0.46% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.81% | -0.08% | -10.98% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.78% | -0.07% | +1.25% | |
| 23 | CTBI | Community Trust Bancorp Inc | Stock-Other | 0.75% | +0.06% | -0.11% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | +0.03% | +0.10% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.71% | -0.02% | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | +0.02% | +0.53% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.56% | -0.06% | — | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.53% | -0.05% | +86.94% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | +6.63% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.52% | -0.05% | -13.62% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | — | +0.20% | |
| 32 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.48% | +0.15% | +0.28% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | -11.50% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.36% | +0.05% | -0.52% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | +0.03% | +0.03% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | — | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.30% | +0.03% | -37.03% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.01% | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | +0.03% | +98.03% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.01% | — | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.23% | -0.01% | +3.00% | |
| 42 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.22% | — | — | |
| 43 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.22% | +0.01% | +0.46% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.22% | +0.01% | +194.96% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | — | +0.88% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.21% | +0.17% | — | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.21% | +0.01% | +300.24% | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.20% | -0.01% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.20% | +0.01% | +201.64% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.19% | -0.18% | EXIT |
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 52 disclosed positions in Q4 2024.
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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 IVV, IEF, IWM) accounted for 51.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVDA
市值: $285.0K
Top Position Liquidated / Trimmed
VCIT
前期市值: $246.0K
During Q4 2024, William Howard & Co Financial Advisors Inc's top holdings by market value included IVV (24.8%)、IEF (11.6%)、IWM (9.6%). The largest single position, IVV, represented 24.8% of total portfolio value.
In Q4 2024, William Howard & Co Financial Advisors Inc made 43 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 18 holdings, and fully liquidating 6 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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