Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

  • $184 Million
  • Q4 2024

Howard Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $15.4M, Vanguard Whitehall Fds (Vangua with a value of $13.6M, Apple Inc. with a value of $8.89M, Vanguard Small Cap ETF with a value of $8.06M, and Vanguard Dividend Appreciation with a value of $5.43M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $171M to 184M.

Howard Wealth Management, LLC is based out at Madison, CT

Below you can find more details about Howard Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $149 Million
Technology: $15.8 Million
Communication Services: $4.91 Million
Consumer Cyclical: $4.6 Million
Financial Services: $4.21 Million
Healthcare: $2.21 Million
Consumer Defensive: $1.56 Million
Utilities: $1 Million
Other: $1.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Million 8.37% of portfolio
37,596
Q4 2024 Added 3.95%
$0
$13.6 Million 7.38% of portfolio
106,641
Q4 2024 Added 4.13%
$3.79T
$8.89 Million 4.82% of portfolio
35,501
Q4 2024 Added 6.74%
$0
$8.06 Million 4.37% of portfolio
33,556
Q4 2024 Added 2.25%
$0
$5.43 Million 2.94% of portfolio
29,796
Q4 2024 Reduced 0.73%
$0
$4.86 Million 2.63% of portfolio
235,212
Q4 2024 Added 7.65%
$0
$4.82 Million 2.61% of portfolio
248,059
Q4 2024 Added 10.68%
$0
$4.76 Million 2.58% of portfolio
244,374
Q4 2024 Added 10.52%
$0
$4.65 Million 2.52% of portfolio
231,170
Q4 2024 Added 10.62%
$0
$4.46 Million 2.42% of portfolio
37,960
Q4 2024 Reduced 2.01%
$0
$4.03 Million 2.19% of portfolio
7,485
Q4 2024 Added 13.56%
$0
$3.86 Million 2.09% of portfolio
6,583
Q4 2024 Reduced 0.9%
$0
$3.77 Million 2.04% of portfolio
205,333
Q4 2024 Reduced 7.56%
$0
$3.48 Million 1.89% of portfolio
34,244
Q4 2024 Reduced 1.38%
$0
$3.05 Million 1.66% of portfolio
5,187
Q4 2024 Reduced 3.26%
$0
$2.92 Million 1.59% of portfolio
40,669
Q4 2024 Reduced 12.46%
$162B
$2.5 Million 1.36% of portfolio
33,045
Q4 2024 Added 0.58%
$0
$2.51 Million 1.36% of portfolio
79,917
Q4 2024 Reduced 7.34%
$0
$2.49 Million 1.35% of portfolio
107,818
Q4 2024 Added 20.24%
$0
$2.31 Million 1.25% of portfolio
99,201
Q4 2024 Added 24.42%
$0
$2.27 Million 1.23% of portfolio
7,821
Q4 2024 Reduced 1.15%
$0
$2.21 Million 1.2% of portfolio
98,636
Q4 2024 Added 23.13%
$0
$2.19 Million 1.19% of portfolio
8,132
Q4 2024 Added 3.0%
$0
$2.13 Million 1.16% of portfolio
98,353
Q4 2024 Added 23.88%
$0
$2.04 Million 1.11% of portfolio
95,389
Q4 2024 Added 21.68%
$2.42T
$2.01 Million 1.09% of portfolio
9,142
Q4 2024 Reduced 0.5%
$559B
$1.88 Million 1.02% of portfolio
5,952
Q4 2024 Added 77.99%
$0
$1.86 Million 1.01% of portfolio
23,897
Q4 2024 Added 1.58%
$0
$1.82 Million 0.99% of portfolio
31,724
Q4 2024 Added 7.43%
$1.28T
$1.81 Million 0.98% of portfolio
4,490
Q4 2024 Added 0.07%
$0
$1.69 Million 0.92% of portfolio
28,750
Q4 2024 Added 0.0%
$0
$1.6 Million 0.87% of portfolio
65,974
Q4 2024 Added 38.41%
$1.22T
$1.52 Million 0.83% of portfolio
8,046
Q4 2024 Reduced 0.54%
$3.09T
$1.5 Million 0.81% of portfolio
3,563
Q4 2024 Added 0.91%
$0
$1.48 Million 0.8% of portfolio
85,646
Q4 2024 Added 31.06%
$0
$1.46 Million 0.79% of portfolio
5,755
Q4 2024 Added 0.19%
$0
$1.42 Million 0.77% of portfolio
7,461
Q4 2024 Reduced 4.7%
$0
$1.38 Million 0.75% of portfolio
54,343
Q4 2024 Added 64.56%
$1.25T
$1.35 Million 0.73% of portfolio
7,101
Q3 2024 Added 0.01%
$0
$1.31 Million 0.71% of portfolio
12,992
Q4 2024 Reduced 0.67%
$0
$1.29 Million 0.7% of portfolio
14,442
Q4 2024 Reduced 1.22%
$0
$1.26 Million 0.68% of portfolio
9,522
Q4 2024 Added 0.2%
$0
$1.19 Million 0.64% of portfolio
71,500
Q4 2024 Added 92.83%
$0
$1.16 Million 0.63% of portfolio
22,733
Q4 2024 Reduced 0.79%
$0
$1.13 Million 0.61% of portfolio
19,671
Q4 2024 Added 13.64%
$1.55T
$1.11 Million 0.6% of portfolio
1,887
Q4 2024 Added 0.69%
$434B
$1.02 Million 0.56% of portfolio
1,118
Q4 2024 Added 154.67%
$0
$1.04 Million 0.56% of portfolio
19,255
Q3 2024 Reduced 2.04%
$530B
$1.04 Million 0.56% of portfolio
1,971
Q4 2024 Reduced 0.25%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $184 Million
  • Prior Value $171 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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