Howard Wealth Management, LLC Purchases and Sells in Q2 2025

Howard Wealth Management, LLC

$197 Million
Q2 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	55.9K + 95.15%	$50.36 - $50.68 $2.82M - $2.83M	115K $5.81M
VUG	27 + 0.07%	$329.49 - $438.4 $8.9K - $11.8K	36.7K $16.1M
VYM	1.38K + 1.33%	$114.78 - $133.31 $159K - $185K	106K $14.1M
VB	35 + 0.11%	$193.73 - $237.37 $6.78K - $8.31K	32.3K $7.65M
VOO	36 + 0.5%	$456.74 - $568.03 $16.4K - $20.4K	7.26K $4.12M
NVDA	148 + 2.25%	$94.31 - $157.99 $14K - $23.4K	6.73K $1.06M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLDR	19.7K New	$49.82 - $50.25 $980K - $989K	19.7K $985K
JAAA	17.4K New	$49.79 - $50.75 $869K - $885K	17.4K $885K
VRIG	10.8K New	$24.89 - $25.14 $268K - $271K	10.8K $269K
APH	2.7K New	$59.09 - $98.75 $159K - $266K	2.7K $266K
HYG	2.72K New	$75.75 - $80.65 $206K - $219K	2.72K $219K
SPHY	9.08K New	$22.4 - $23.8 $203K - $216K	9.08K $216K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-314 - 0.89%	$172.42 - $223.89 $54.1K - $70.3K	34.9K $7.17M
VIG	-1K - 3.46%	N/A	27.9K $5.09M
VHT	-48 - 0.84%	$236.71 - $261.92 $11.4K - $12.6K	5.63K $1.4M
PFF	-3.29K - 5.11%	$29.0 - $30.68 $95.4K - $101K	61.1K $1.88M
MRK	-190 - 4.3%	$73.47 - $87.12 $14K - $16.6K	4.23K $334K
PFXF	-5.06K - 5.38%	$15.52 - $17.13 $78.5K - $86.6K	88.9K $1.52M

Activity Summary All Purchases 64 New Holdings 10 Increased Positions 54 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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