Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

  • $171 Million
  • Q3 2024

Howard Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $13.9M, Vanguard Whitehall Fds (Vangua with a value of $13.1M, Vanguard Small Cap ETF with a value of $7.78M, Apple Inc. with a value of $7.75M, and Vanguard Dividend Appreciation with a value of $5.47M.

Examining the 13F form we can see an increase of $44.5M in the current position value, from $127M to 171M.

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 $171 Million
ETFs: $142 Million
Technology: $11.5 Million
Communication Services: $4.41 Million
Consumer Cyclical: $3.69 Million
Financial Services: $3.11 Million
Healthcare: $2.81 Million
Utilities: $1.04 Million
Consumer Defensive: $937,000
Other: $1.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Million 8.11% of portfolio
36,166
Q3 2024 Added 0.68%
$0
$13.1 Million 7.67% of portfolio
102,414
Q3 2024 Added 1.19%
$0
$7.78 Million 4.55% of portfolio
32,818
Q3 2024 Added 2.64%
$4.11T
$7.75 Million 4.52% of portfolio
33,259
Q3 2024 Reduced 0.54%
$0
$5.47 Million 3.19% of portfolio
30,014
Q3 2024 Added 0.44%
$0
$4.64 Million 2.71% of portfolio
38,738
Q3 2024 Added 0.41%
$0
$4.51 Million 2.64% of portfolio
218,502
Q3 2024 New
$0
$4.38 Million 2.56% of portfolio
224,124
Q3 2024 New
$0
$4.36 Million 2.55% of portfolio
221,104
Q3 2024 New
$0
$4.3 Million 2.51% of portfolio
208,980
Q3 2024 New
$0
$4.18 Million 2.44% of portfolio
222,128
Q3 2024 New
$0
$3.81 Million 2.23% of portfolio
6,643
Q3 2024 Added 0.11%
$0
$3.49 Million 2.04% of portfolio
46,459
Q3 2024 Added 163.9%
$0
$3.48 Million 2.03% of portfolio
6,591
Q3 2024 Added 11.22%
$0
$3.32 Million 1.94% of portfolio
34,724
Q3 2024 Reduced 7.51%
$0
$3.09 Million 1.81% of portfolio
5,362
Q3 2024 Added 4.67%
$0
$2.68 Million 1.57% of portfolio
15,354
Q3 2024 Reduced 3.31%
$0
$2.24 Million 1.31% of portfolio
7,912
Q3 2024 Reduced 0.9%
$0
$2.08 Million 1.21% of portfolio
7,895
Q3 2024 Added 2.89%
$0
$2.07 Million 1.21% of portfolio
89,666
Q3 2024 New
$0
$1.87 Million 1.09% of portfolio
79,730
Q3 2024 New
$0
$1.86 Million 1.09% of portfolio
28,749
Q3 2024 Added 0.58%
$0
$1.86 Million 1.09% of portfolio
29,531
Q3 2024 Reduced 0.77%
$0
$1.82 Million 1.06% of portfolio
80,109
Q3 2024 New
$0
$1.8 Million 1.05% of portfolio
23,525
Q3 2024 Reduced 0.83%
$0
$1.76 Million 1.03% of portfolio
79,395
Q3 2024 New
$2.28T
$1.71 Million 1.0% of portfolio
9,188
Q3 2024 Added 0.08%
$0
$1.71 Million 1.0% of portfolio
78,396
Q3 2024 New
$0
$1.62 Million 0.95% of portfolio
5,744
Q3 2024 Added 0.6%
$3.21T
$1.52 Million 0.89% of portfolio
3,531
Q3 2024 Reduced 0.34%
$0
$1.42 Million 0.83% of portfolio
14,621
Q3 2024 Added 1.16%
$0
$1.42 Million 0.83% of portfolio
7,829
Q3 2024 Reduced 2.99%
$0
$1.35 Million 0.79% of portfolio
9,503
Q3 2024 Reduced 1.18%
$1.15T
$1.34 Million 0.78% of portfolio
8,090
Q3 2024 Reduced 0.58%
$0
$1.3 Million 0.76% of portfolio
13,079
Q3 2024 Added 0.93%
$0
$1.21 Million 0.71% of portfolio
22,913
Q3 2024 Added 3.76%
$155B
$1.22 Million 0.71% of portfolio
32,855
Q2 2024 Reduced 0.01%
$0
$1.19 Million 0.7% of portfolio
65,349
Q3 2024 Added 41.08%
$1.18T
$1.19 Million 0.69% of portfolio
7,101
Q3 2024 Added 0.01%
$1.36T
$1.17 Million 0.69% of portfolio
4,487
Q2 2024 Reduced 0.04%
$0
$1.17 Million 0.68% of portfolio
47,665
Q3 2024 Added 44.2%
$1.35T
$1.07 Million 0.63% of portfolio
1,874
Q3 2024 Reduced 0.74%
$0
$1.07 Million 0.63% of portfolio
41,680
Q3 2024 Added 8.47%
$0
$1.06 Million 0.62% of portfolio
2,163
Q3 2024 Added 2.22%
$0
$1.03 Million 0.6% of portfolio
26,068
Q3 2024 Reduced 1.63%
$0
$1.03 Million 0.6% of portfolio
17,310
Q3 2024 Added 16.24%
$0
$1.02 Million 0.59% of portfolio
19,255
Q3 2024 Reduced 2.04%
$0
$1.02 Million 0.59% of portfolio
27,088
Q3 2024 Reduced 1.34%
$508B
$975,000 0.57% of portfolio
1,976
Q1 2024 Added 1.02%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $171 Million
  • Prior Value $127 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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