Howard Wealth Management, LLC Purchases in Q2 2025

Howard Wealth Management, LLC

  • $197 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
55.9K
+ 95.15%
$50.36 - $50.68 $2.82M - $2.83M
115K $5.81M
VUG
Vanguard Growth ETF

ETFs
27
+ 0.07%
$329.49 - $438.4 $8.9K - $11.8K
36.7K $16.1M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
19.7K
New
$49.82 - $50.25 $980K - $989K
19.7K $985K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.4K
New
$49.79 - $50.75 $869K - $885K
17.4K $885K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.38K
+ 1.33%
$114.78 - $133.31 $159K - $185K
106K $14.1M
VB
Vanguard Small Cap ETF

ETFs
35
+ 0.11%
$193.73 - $237.37 $6.78K - $8.31K
32.3K $7.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 0.5%
$456.74 - $568.03 $16.4K - $20.4K
7.26K $4.12M
NVDA
Nvidia Corp

Technology
148
+ 2.25%
$94.31 - $157.99 $14K - $23.4K
6.73K $1.06M
AMD
Advanced Micro Devices Inc

Technology
125
+ 1.58%
$78.21 - $143.81 $9.78K - $18K
8.03K $1.14M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22K
+ 27.85%
$13.96 - $16.51 $307K - $363K
101K $1.64M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.82K
+ 6.21%
$54.19 - $67.22 $98.7K - $122K
31.1K $2.09M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11.8K
+ 18.42%
$24.96 - $25.5 $293K - $300K
75.6K $1.93M
VRIG
Invesco Actively Managed ETF F

ETFs
10.8K
New
$24.89 - $25.14 $268K - $271K
10.8K $269K
APH
Amphenol Corp

Technology
2.7K
New
$59.09 - $98.75 $159K - $266K
2.7K $266K
VV
Vanguard Large Cap ETF

ETFs
118
+ 1.44%
$228.25 - $285.3 $26.9K - $33.7K
8.33K $2.38M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
8.41K
+ 11.51%
$23.32 - $24.45 $196K - $206K
81.5K $1.99M
HYG
Ishares Tr

ETFs
2.72K
New
$75.75 - $80.65 $206K - $219K
2.72K $219K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.08K
New
$22.4 - $23.8 $203K - $216K
9.08K $216K
XLF
Financial Sector Spdr

ETFs
4.01K
New
$43.92 - $52.37 $176K - $210K
4.01K $210K
TXN
Texas Instruments Inc

Technology
1.07K
New
N/A
1.07K $207K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
106
+ 0.37%
$55.54 - $69.09 $5.89K - $7.32K
28.6K $1.98M
CW
Curtiss Wright Corp

Industrials
420
New
$283.18 - $488.55 $119K - $205K
420 $205K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.02K
New
$100.04 - $100.54 $202K - $203K
2.02K $202K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.18K
+ 16.17%
$51.14 - $57.0 $163K - $181K
22.9K $1.3M
CWB
Spdr Bloomberg Convertible Sec

ETFs
201
+ 0.85%
$71.86 - $82.66 $14.4K - $16.6K
23.9K $1.97M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$146.58 - $180.01 $147 - $180
6.82K $1.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
205
+ 0.77%
$32.66 - $40.75 $6.7K - $8.35K
26.9K $1.09M
SJNK
Spdr Bloomberg Short Term High

ETFs
3.33K
+ 7.98%
$24.12 - $25.48 $80.2K - $84.7K
45K $1.15M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
781
+ 10.17%
$89.58 - $95.01 $70K - $74.2K
8.46K $803K
VTV
Vanguard Value ETF

ETFs
80
+ 0.51%
$153.67 - $176.74 $12.3K - $14.1K
15.7K $2.77M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.58K
+ 28.88%
$40.82 - $43.14 $64.5K - $68.2K
7.05K $304K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
993
+ 0.44%
$20.16 - $20.49 $20K - $20.3K
228K $4.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13
+ 0.2%
$72.96 - $90.39 $948 - $1.18K
6.36K $568K
BSJR
Invesco Indx Tr

ETFs
823
+ 0.83%
$21.81 - $22.71 $17.9K - $18.7K
99.5K $2.26M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
2.08K
+ 16.33%
$22.66 - $23.35 $47K - $48.5K
14.8K $343K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.08K
+ 16.46%
$23.2 - $23.63 $48.1K - $49K
14.7K $345K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.08K
+ 16.45%
$23.03 - $23.64 $47.8K - $49.1K
14.7K $344K
V
Visa Inc.

Financial Services
50
+ 0.83%
$308.27 - $373.31 $15.4K - $18.7K
6.06K $2.15M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
317
+ 0.16%
$18.28 - $18.7 $5.79K - $5.93K
202K $3.79M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.02%
$60.34 - $74.89 $60.3 - $74.9
5.67K $424K
IBM
International Business Machines Corp

Technology
1
+ 0.12%
$221.03 - $294.78 $221 - $295
811 $239K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.97K
+ 6.6%
$14.97 - $16.79 $29.5K - $33.1K
31.8K $532K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.07K
+ 8.76%
$35.62 - $39.64 $38K - $42.3K
13.3K $516K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.04K
+ 0.42%
$19.44 - $19.56 $20.3K - $20.4K
246K $4.81M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
864
+ 0.8%
$22.87 - $23.14 $19.8K - $20K
109K $2.51M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
261
+ 0.26%
$22.66 - $23.41 $5.91K - $6.11K
99.5K $2.32M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
277
+ 0.11%
$19.49 - $19.66 $5.4K - $5.45K
244K $4.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
154
+ 0.37%
$72.02 - $73.82 $11.1K - $11.4K
41.3K $3.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.06%
$90.56 - $109.49 $181 - $219
3.48K $380K
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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