Howard Wealth Management, LLC Purchases in Q3 2025

Howard Wealth Management, LLC

  • $215 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCU
Invesco Exc Self Ind Tr

ETFs
80.9K
New
$16.67 - $17.03 $1.35M - $1.38M
80.9K $1.37M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.9K
+ 2.74%
$132.9 - $142.03 $385K - $411K
109K $15.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.4K
+ 105.29%
$50.53 - $50.82 $928K - $933K
35.8K $1.82M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
18.3K
+ 93.13%
$50.05 - $50.36 $917K - $923K
38K $1.91M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.11K
+ 22.83%
$66.38 - $71.68 $472K - $510K
38.3K $2.73M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
25.4K
+ 25.53%
$23.27 - $23.51 $591K - $597K
125K $2.92M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
23.8K
+ 25.74%
$21.35 - $21.7 $509K - $517K
116K $2.51M
BSJR
Invesco Indx Tr

ETFs
21.1K
+ 21.25%
$22.64 - $22.85 $479K - $483K
121K $2.74M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
21.6K
+ 22.08%
$21.89 - $22.2 $472K - $479K
119K $2.63M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.54K
+ 28.07%
$39.8 - $42.86 $300K - $323K
34.4K $1.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44
+ 0.61%
$567.77 - $614.76 $25K - $27K
7.3K $4.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$617.65 - $666.84 $618 - $667
6.55K $4.36M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.97K
+ 6.87%
$68.24 - $73.73 $134K - $145K
30.6K $2.25M
ORCL
Oracle Corp

Technology
895
New
$218.96 - $328.33 $196K - $294K
895 $251K
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 0.51%
$620.67 - $670.08 $15.5K - $16.8K
4.88K $3.27M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.6K
+ 4.69%
$19.49 - $19.61 $225K - $227K
258K $5.05M
PULS
Pgim ETF Tr

ETFs
4.67K
New
$49.58 - $49.83 $231K - $233K
4.67K $232K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.39K
New
$50.08 - $50.37 $220K - $221K
4.39K $220K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.4K
+ 5.11%
$18.61 - $18.94 $193K - $196K
213K $4M
SRE
Sempra Energy

Utilities
2.4K
New
$74.14 - $89.98 $178K - $216K
2.4K $215K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.19K
New
$50.52 - $50.75 $212K - $213K
4.19K $212K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
4.16K
New
$50.37 - $50.7 $210K - $211K
4.16K $211K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.91K
+ 10.47%
$25.39 - $25.57 $201K - $202K
83.5K $2.13M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
7.53K
+ 9.24%
$24.39 - $24.93 $184K - $188K
89K $2.2M
GE
General Electric CO

Industrials
683
New
$244.75 - $305.63 $167K - $209K
683 $205K
FLMI
Franklin Dynamic Municipal Bon

ETFs
8.27K
New
$23.96 - $24.81 $198K - $205K
8.27K $204K
IAU
Ishares Gold Trust

ETFs
2.81K
New
$61.62 - $72.77 $173K - $205K
2.81K $204K
CWB
Spdr Bloomberg Convertible Sec

ETFs
153
+ 0.64%
$82.29 - $90.77 $12.6K - $13.9K
24K $2.17M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.5K
New
$53.81 - $57.52 $188K - $201K
3.5K $201K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.56K
+ 3.75%
$20.41 - $20.67 $175K - $177K
237K $4.87M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.82K
+ 3.61%
$19.61 - $19.79 $173K - $175K
253K $4.98M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.14K
+ 13.72%
$55.61 - $57.37 $174K - $180K
26K $1.48M
IOO
Ishares Tr Global 100 ETF

ETFs
108
+ 0.84%
$107.55 - $120.01 $11.6K - $13K
12.9K $1.55M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.17%
$155.17 - $185.42 $931 - $1.11K
3.44K $637K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.47K
+ 2.77%
$17.13 - $17.98 $42.2K - $44.3K
91.4K $1.62M
SJNK
Spdr Bloomberg Short Term High

ETFs
3.53K
+ 7.86%
$25.28 - $25.63 $89.3K - $90.6K
48.5K $1.24M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$656.44 - $753.15 $656 - $753
1.08K $807K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
3.52K
+ 33.03%
$22.71 - $23.24 $79.8K - $81.7K
14.2K $327K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.11%
$184.85 - $231.54 $370 - $463
1.78K $411K
VCIT
Vanguard Intermediate Term Cor

ETFs
914
+ 31.0%
$81.75 - $84.54 $74.7K - $77.3K
3.86K $324K
BND
Vanguard Bd Index Fd Inc Total

ETFs
582
+ 1.41%
$72.57 - $74.72 $42.2K - $43.5K
41.9K $3.12M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.5K
+ 13.39%
$14.94 - $16.82 $202K - $227K
114K $1.71M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
577
+ 6.82%
$94.11 - $95.78 $54.3K - $55.3K
9.04K $864K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.34K
+ 18.98%
$42.75 - $43.37 $57.2K - $58K
8.39K $363K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.2K
+ 9.06%
$38.52 - $39.39 $46.3K - $47.3K
14.5K $567K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.42K
+ 7.61%
$16.46 - $17.1 $39.9K - $41.4K
34.3K $582K
VRIG
Invesco Actively Managed ETF F

ETFs
1.83K
+ 16.97%
$25.04 - $25.16 $45.8K - $46K
12.6K $316K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
744
+ 9.05%
$50.9 - $52.37 $37.9K - $39K
8.96K $468K
VNQ
Vanguard Specialized Funds Van

ETFs
140
+ 1.0%
$88.47 - $93.24 $12.4K - $13.1K
14.2K $1.3M
Activity Summary
Buys All Purchases 73 New Holdings 13 Increased Positions 60 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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