Howard Wealth Management, LLC Incresed Positions in Q4 2024

Howard Wealth Management, LLC

  • $184 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.43K
+ 3.95%
$378.79 - $428.11 $542K - $612K
37.6K $15.4M
PLTR
Palantir Technologies Inc.

Technology
190
+ 0.58%
$36.46 - $82.38 $6.93K - $15.7K
33K $2.5M
AAPL
Apple Inc.

Technology
2.24K
+ 6.74%
$221.69 - $259.02 $497K - $581K
35.5K $8.89M
V
Visa Inc.

Financial Services
2.61K
+ 77.99%
$273.87 - $320.91 $714K - $837K
5.95K $1.88M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.07%
$213.65 - $479.86 $641 - $1.44K
4.49K $1.81M
COST
Costco Wholesale Corp

Consumer Defensive
679
+ 154.67%
$873.59 - $994.69 $593K - $675K
1.12K $1.02M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
34.4K
+ 92.83%
$15.9 - $17.05 $547K - $587K
71.5K $1.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
894
+ 13.56%
$521.84 - $558.82 $467K - $500K
7.49K $4.03M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
21.3K
+ 64.56%
$25.35 - $25.53 $540K - $544K
54.3K $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.23K
+ 4.13%
$126.68 - $134.74 $535K - $570K
107K $13.6M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.9K
+ 10.68%
$19.38 - $19.58 $464K - $469K
248K $4.82M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
18.3K
+ 38.41%
$24.19 - $24.63 $443K - $451K
66K $1.6M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
18.2K
+ 20.24%
$23.02 - $23.23 $418K - $422K
108K $2.49M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.3K
+ 10.52%
$19.42 - $19.76 $452K - $460K
244K $4.76M
BSJR
Invesco Indx Tr

ETFs
18.5K
+ 23.13%
$22.37 - $22.7 $414K - $421K
98.6K $2.21M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
19K
+ 23.88%
$21.68 - $22.16 $411K - $420K
98.4K $2.13M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
22.2K
+ 10.62%
$20.08 - $20.61 $446K - $457K
231K $4.65M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
16.7K
+ 7.65%
$20.6 - $20.71 $344K - $346K
235K $4.86M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
17K
+ 21.68%
$21.34 - $21.82 $363K - $371K
95.4K $2.04M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
20.3K
+ 31.06%
$17.21 - $18.41 $349K - $374K
85.6K $1.48M
VB
Vanguard Small Cap ETF

ETFs
738
+ 2.25%
$233.76 - $261.58 $173K - $193K
33.6K $8.06M
NFLX
Netflix Inc

Communication Services
8
+ 1.04%
$687.65 - $936.56 $5.5K - $7.49K
777 $692K
ITA
Ishares Tr

ETFs
1.16K
+ 20.36%
$144.31 - $157.31 $168K - $183K
6.87K $998K
VFH
Vanguard Financial ETF

ETFs
739
+ 12.67%
$108.87 - $126.2 $80.5K - $93.3K
6.57K $775K
VV
Vanguard Large Cap ETF

ETFs
237
+ 3.0%
$260.27 - $280.65 $61.7K - $66.5K
8.13K $2.19M
NVDA
Nvidia Corp

Technology
231
+ 3.67%
$117.0 - $148.88 $27K - $34.4K
6.53K $876K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.36K
+ 13.64%
$57.53 - $60.83 $136K - $144K
19.7K $1.13M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.13K
+ 18.74%
$93.52 - $95.37 $106K - $108K
7.15K $669K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.76K
+ 18.85%
$46.48 - $51.32 $81.8K - $90.3K
11.1K $534K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.57K
+ 20.82%
$17.93 - $18.8 $81.9K - $85.8K
26.5K $482K
VGT
Vanguard Information Technolog

ETFs
73
+ 7.37%
$571.78 - $647.97 $41.7K - $47.3K
1.06K $660K
CWB
Spdr Bloomberg Convertible Sec

ETFs
372
+ 1.58%
$76.21 - $82.24 $28.4K - $30.6K
23.9K $1.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8
+ 0.42%
$370.24 - $418.94 $2.96K - $3.35K
1.9K $761K
VO
Vanguard Mid Cap ETF

ETFs
194
+ 10.93%
$261.5 - $284.63 $50.7K - $55.2K
1.97K $520K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
1.88K
+ 18.24%
$24.45 - $24.62 $46K - $46.3K
12.2K $298K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.95K
+ 18.23%
$23.55 - $23.9 $45.8K - $46.5K
12.6K $297K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.95K
+ 18.24%
$23.48 - $23.73 $45.7K - $46.2K
12.6K $297K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
1.97K
+ 18.29%
$23.26 - $23.6 $45.7K - $46.4K
12.7K $296K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
1.99K
+ 18.92%
$22.83 - $23.36 $45.4K - $46.5K
12.5K $286K
META
Meta Platforms, Inc.

Communication Services
13
+ 0.69%
$554.08 - $632.68 $7.2K - $8.22K
1.89K $1.11M
XYLD
Global X Fds S&P 500 Covered C

ETFs
781
+ 7.18%
$40.86 - $43.42 $31.9K - $33.9K
11.7K $488K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
691
+ 10.44%
$51.58 - $52.91 $35.6K - $36.6K
7.31K $378K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.31%
$311.11 - $335.64 $933 - $1.01K
977 $314K
DE
Deere & CO

Industrials
2
+ 0.39%
$389.45 - $466.0 $779 - $932
515 $218K
IWD
Ishares Russell 1000 Val ETF

ETFs
21
+ 1.66%
$183.23 - $199.79 $3.85K - $4.2K
1.28K $237K
DVY
Ishares Tr

ETFs
2
+ 0.12%
$129.55 - $143.41 $259 - $287
1.6K $210K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 2.04%
$385.02 - $431.37 $8.47K - $9.49K
1.1K $427K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.33%
$288.47 - $316.54 $1.15K - $1.27K
1.21K $350K
DUK
Duke Energy Corp

Utilities
4
+ 0.17%
$105.76 - $120.76 $423 - $483
2.39K $257K
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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