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.