William Howard & CO Financial Advisors Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28M, Ishares Barclays with a value of $15.8M, Ishares Russell 2000 ETF with a value of $10.5M, Ishares Tr with a value of $10.5M, and Ishares Russell 3000 ETF with a value of $5.25M.

Examining the 13F form we can see an increase of $8.98M in the current position value, from $108M to 117M.

William Howard & CO Financial Advisors Inc is based out at Memphis, TN

Below you can find more details about William Howard & CO Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $117 Million
ETFs: $109 Million
Technology: $3.01 Million
Healthcare: $1.99 Million
Financial Services: $1.94 Million
Consumer Cyclical: $380,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $117 Million
  • Prior Value $108 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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