Howard Wealth Management, LLC Incresed Positions in Q3 2024

Howard Wealth Management, LLC

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.9K
+ 163.9%
$71.45 - $75.64 $2.06M - $2.18M
46.5K $3.49M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.21K
+ 1.19%
$117.9 - $128.2 $143K - $155K
102K $13.1M
VB
Vanguard Small Cap ETF

ETFs
845
+ 2.64%
$214.77 - $237.72 $181K - $201K
32.8K $7.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
665
+ 11.22%
$475.2 - $527.7 $316K - $351K
6.59K $3.48M
VUG
Vanguard Growth ETF

ETFs
245
+ 0.68%
$341.08 - $391.94 $83.6K - $96K
36.2K $13.9M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
19K
+ 41.08%
$17.02 - $18.39 $324K - $350K
65.3K $1.19M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
14.6K
+ 44.2%
$23.61 - $24.64 $345K - $360K
47.7K $1.17M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
20.2K
+ 119.71%
$15.5 - $16.99 $313K - $343K
37.1K $614K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
11.5K
+ 53.39%
$25.19 - $25.5 $290K - $293K
33K $841K
VT
Vanguard Total World Stk Index

ETFs
158
+ 0.41%
$107.72 - $119.96 $17K - $19K
38.7K $4.64M
VNQ
Vanguard Specialized Funds Van

ETFs
167
+ 1.16%
$82.97 - $98.97 $13.9K - $16.5K
14.6K $1.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.11%
$517.38 - $573.86 $3.62K - $4.02K
6.64K $3.81M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.42K
+ 16.24%
$54.98 - $59.51 $133K - $144K
17.3K $1.03M
PFF
Ishares Trust Ishares Pfd And

ETFs
623
+ 0.73%
$31.18 - $33.5 $19.4K - $20.9K
86.2K $2.87M
VV
Vanguard Large Cap ETF

ETFs
222
+ 2.89%
$236.92 - $263.4 $52.6K - $58.5K
7.9K $2.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
166
+ 0.58%
$58.03 - $65.37 $9.63K - $10.9K
28.7K $1.86M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
831
+ 3.76%
$48.51 - $52.86 $40.3K - $43.9K
22.9K $1.21M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.64K
+ 43.45%
$16.42 - $18.12 $109K - $120K
21.9K $395K
SJNK
Spdr Bloomberg Short Term High

ETFs
3.25K
+ 8.47%
$24.8 - $25.75 $80.7K - $83.8K
41.7K $1.07M
ITA
Ishares Tr

ETFs
28
+ 0.49%
$131.58 - $149.64 $3.68K - $4.19K
5.71K $853K
VHT
Vanguard Health Care ETF

ETFs
34
+ 0.6%
$261.88 - $288.1 $8.9K - $9.8K
5.74K $1.62M
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.02K
+ 22.78%
$38.49 - $41.61 $77.7K - $84K
10.9K $451K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.5%
$460.3 - $584.56 $1.38K - $1.75K
607 $354K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.6K
+ 20.68%
$44.66 - $49.15 $71.5K - $78.6K
9.34K $440K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
534
+ 9.73%
$92.1 - $95.52 $49.2K - $51K
6.02K $575K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.19%
$333.64 - $405.2 $667 - $810
1.08K $436K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$245.82 - $304.51 $246 - $305
1.21K $366K
NVDA
Nvidia Corp

Technology
583
+ 10.21%
$98.91 - $134.91 $57.7K - $78.7K
6.3K $764K
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
DUK
Duke Energy Corp

Utilities
3
+ 0.13%
$99.35 - $117.71 $298 - $353
2.39K $275K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.42%
$194.9 - $224.8 $3.12K - $3.6K
3.85K $812K
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
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.92%
$801.83 - $917.05 $3.21K - $3.67K
439 $389K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.21%
$283.28 - $314.39 $567 - $629
974 $306K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.26%
$160.76 - $177.82 $804 - $889
1.93K $333K
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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