Howard Wealth Management, LLC Purchases in Q3 2024

Howard Wealth Management, LLC

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 1.38%
$405.19 - $478.57 $4.86K - $5.74K
882 $405K
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.48%
$163.84 - $199.33 $1.47K - $1.79K
1.87K $369K
IOO
Ishares Tr Global 100 ETF

ETFs
121
+ 0.93%
$89.63 - $100.83 $10.8K - $12.2K
13.1K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
47
+ 2.22%
$434.77 - $502.96 $20.4K - $23.6K
2.16K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.1%
$57.32 - $62.65 $573 - $627
10.4K $647K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
305
+ 7.35%
$56.83 - $62.44 $17.3K - $19K
4.46K $277K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.42%
$194.9 - $224.8 $3.12K - $3.6K
3.85K $812K
DUK
Duke Energy Corp

Utilities
3
+ 0.13%
$99.35 - $117.71 $298 - $353
2.39K $275K
VGT
Vanguard Information Technolog

ETFs
40
+ 4.21%
$514.43 - $606.85 $20.6K - $24.3K
990 $580K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
19
+ 0.28%
$63.28 - $70.06 $1.2K - $1.33K
6.7K $469K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.26%
$160.76 - $177.82 $804 - $889
1.93K $333K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.21%
$283.28 - $314.39 $567 - $629
974 $306K
VIG
Vanguard Dividend Appreciation

ETFs
130
+ 0.44%
$182.15 - $182.15 $23.7K - $23.7K
30K $5.47M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.62%
$772.14 - $960.02 $3.09K - $3.84K
653 $578K
MRK
Merck & Co., Inc.

Healthcare
81
+ 1.87%
$111.15 - $128.97 $9K - $10.4K
4.41K $500K
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.08%
$161.02 - $200.0 $1.13K - $1.4K
9.19K $1.71M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$149.54 - $192.66 $150 - $193
7.1K $1.19M
Activity Summary
Buys All Purchases 68 New Holdings 21 Increased Positions 47 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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