HW

Howard Wealth Management, LLC

13F
Howard Wealth Management, LLC
Last update 2024-08-02 93 Stocks (2 new)
Value $127.00 Mil Turnover 4 %
Countries:
Top Holdings: VUG(10.60%)VYM(9.47%)AAPL(5.55%)VB(5.50%)VIG(4.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
Howard Wealth Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
35,921
13434.810
+1.05%
10.600
+0.11%
-
+9.97%
+26.82%
133090.764
 
VYM 		Vanguard High Dividend Yield Indx ETF
101,205
12002.890
+2.51%
9.470
+0.23%
-
+4.05%
+15.11%
56722.071
 
AAPL 		Apple Inc
33,438
7042.710
-2.61%
5.550
-0.12%
0.000
+5.29%
+19.97%
3498471.924
Hardware
VB 		Vanguard Small Cap ETF
31,973
6971.390
+0.64%
5.500
+0.04%
-
+3.07%
+12.06%
59476.720
 
VIG 		Vanguard Dividend Appreciation FTF
29,884
5455.230
+2.52%
4.300
+0.11%
-
+4.64%
+15.60%
82137.527
 
VT 		Vanguard Total World Stock ETF
38,580
4345.260
+2.59%
3.430
+0.09%
-
+5.05%
+15.48%
38551.917
 
SPY 		S&P 500 ETF TRUST ETF
6,636
3611.440
-0.75%
2.850
-0.02%
-
+7.01%
+22.03%
601198.993
 
IVW 		iShares S&P 500 Growth ETF
37,544
3474.320
-0.45%
2.740
-0.01%
-
+10.18%
+30.40%
54614.657
 
VOO 		Vanguard S&P 500 ETF
5,926
2963.770
+5.86%
2.340
+0.13%
-
+7.04%
+22.06%
489672.512
 
IVV 		iShares Core S&P 500 ETF
5,123
2803.300
-0.47%
2.210
-0.01%
-
+6.95%
+21.99%
547129.359
 

Howard Wealth Management, LLC's Historical Top Holdings Breakdowns

Howard Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-06-30New Buy
+0.85%
●
47.37 ($48.88) 50.09
$52.52
7.45%
New holding
22,082
22,082
PGX 		Invesco Preferred ETF2024-06-30Reduce
-0.65%
●
11.3 ($11.56) 11.9
$12.13
4.93%
Reduce -42.71%
90,268
-67,298
VRP 		Invesco Variable Rate Preferred ETF2024-06-30New Buy
+0.62%
●
23.41 ($23.77) 24.08
$24.42
2.73%
New holding
33,055
33,055
IGSB 		iShares 1-3 Year Credit Bond ETF2024-06-30Sold Out
-0.26%
●
50.64 ($51.01) 51.3
$52.01
1.96%
Sold Out
0
-6,218
AMJ 		JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 USD 19.036612024-06-30Sold Out
-0.25%
●
27.07 ($28.27) 28.95
$28.30
0.11%
Sold Out
0
-10,732
VXUS 		Vanguard Total International Stock2024-06-30Add
+0.24%
●
57.86 ($60.38) 62.21
$62.21
3.03%
Add 21.6%
28,583
5,078
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2024-06-30Sold Out
-0.24%
●
75.68 ($76.88) 77.45
$79.36
3.23%
Sold Out
0
-3,837
VYM 		Vanguard High Dividend Yield Indx ETF2024-06-30Add
+0.23%
●
114.71 ($118.58) 121.51
$128.50
8.37%
Add 2.51%
101,205
2,478
FLOT 		iShares Floating Rate Bond ETF2024-06-30Sold Out
-0.23%
●
50.82 ($50.98) 51.15
$51.03
0.10%
Sold Out
0
-5,659
FLTR 		VanEck IG Floating Rate ETF2024-06-30Add
+0.21%
●
25.36 ($25.44) 25.52
$25.51
0.28%
Add 95.52%
21,529
10,518

Howard Wealth Management, LLC Total Holding History ($B)

To

Howard Wealth Management, LLC's Asset Allocation

To

Howard Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Howard Wealth Management, LLC's Hypothetical Growth since 2024-06-30

Howard Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Howard Wealth Management, LLC's Holdings Heat Map

Size field:

Howard Wealth Management, LLC's Holdings Bubble Chart

Howard Wealth Management, LLC News

  • 1

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