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CIK: 0002023493
Total reported value
$128.6M
$128.6M
52 檔
48.1%
At the close of Q1 2025, William Howard & Co Financial Advisors Inc disclosed equity holdings valued at approximately $128.6M, spread across 52 reported holdings.
William Howard & Co Financial Advisors Inc executed strategic sector rebalancing during Q1 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.18% | +0.62% | -5.55% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 12.35% | -1.15% | -0.22% | |
| 3 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 9.15% | -0.14% | +1.13% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.89% | +0.82% | -0.83% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 4.44% | +0.16% | -7.09% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.00% | -0.15% | -4.48% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.95% | -0.33% | +1.07% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.22% | -0.32% | -0.27% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.69% | +0.28% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.38% | -0.17% | — | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.92% | -0.22% | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.74% | — | -0.74% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.63% | +0.02% | -2.88% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.58% | -0.15% | +0.13% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.52% | -0.13% | — | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.24% | -0.03% | +0.73% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | +0.07% | +4.05% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.88% | -0.08% | — | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 0.86% | +0.37% | — | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.86% | -0.08% | — | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 0.83% | -0.07% | +4.57% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.12% | -3.10% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.74% | -0.02% | — | |
| 24 | CTBI | Community Trust Bancorp Inc | Stock-Other | 0.74% | +0.06% | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.03% | +0.10% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | +0.02% | +0.42% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.58% | -0.06% | — | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.56% | -0.05% | — | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.55% | -0.05% | — | |
| 30 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.53% | +0.15% | -1.09% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +0.19% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | — | -7.53% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | +0.05% | -3.66% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | +0.03% | +0.03% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | -0.28% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | +30.17% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.01% | +1.05% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.01% | +20.88% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.26% | -0.01% | — | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.25% | +0.03% | +0.24% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.23% | +0.03% | -14.63% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | — | +0.04% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.23% | +0.01% | +0.40% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.22% | +0.17% | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.22% | +0.01% | +0.31% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | — | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.21% | -0.01% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.21% | +0.01% | +0.54% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | +0.01% | — |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEF, ICF) accounted for 48.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $231.3K
Top Position Liquidated / Trimmed
IWN
前期市值: $212.0K
During Q1 2025, William Howard & Co Financial Advisors Inc's top holdings by market value included IVV (23.2%)、IEF (12.3%)、ICF (9.2%). The largest single position, IVV, represented 23.2% of total portfolio value.
In Q1 2025, William Howard & Co Financial Advisors Inc made 36 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 15 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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