Howard Wealth Management, LLC Incresed Positions in Q1 2025

Howard Wealth Management, LLC

  • $179 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
156
+ 0.47%
$64.98 - $124.62 $10.1K - $19.4K
33.2K $2.8M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
9.46K
+ 17.41%
$25.44 - $25.58 $241K - $242K
63.8K $1.63M
V
Visa Inc.

Financial Services
60
+ 1.01%
$306.92 - $362.71 $18.4K - $21.8K
6.01K $2.11M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.27K
+ 29.49%
$48.65 - $53.06 $159K - $174K
14.4K $746K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
7.11K
+ 10.78%
$24.07 - $24.5 $171K - $174K
73.1K $1.77M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7.4K
+ 10.35%
$16.18 - $17.82 $120K - $132K
78.9K $1.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
496
+ 1.22%
$71.17 - $73.66 $35.3K - $36.5K
41.2K $3.02M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
8.36K
+ 9.76%
$16.76 - $17.69 $140K - $148K
94K $1.58M
XOM
Exxon Mobil Corp

Energy
309
+ 7.1%
$105.44 - $118.93 $32.6K - $36.7K
4.66K $554K
PFFV
Global X Variable Rate Preferr

Technology
3.52K
+ 36.79%
$23.51 - $24.14 $82.7K - $84.9K
13.1K $309K
ITA
Ishares Tr

ETFs
54
+ 0.79%
$144.84 - $159.5 $7.82K - $8.61K
6.92K $1.06M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
527
+ 7.37%
$93.32 - $95.35 $49.2K - $50.2K
7.68K $719K
LLY
Eli Lilly & CO

Healthcare
7
+ 1.06%
$725.72 - $929.72 $5.08K - $6.51K
665 $549K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
797
+ 10.9%
$51.26 - $52.53 $40.9K - $41.9K
8.11K $417K
DUK
Duke Energy Corp

Utilities
7
+ 0.29%
$105.87 - $121.97 $741 - $854
2.4K $292K
VZ
Verizon Communications Inc

Communication Services
27
+ 0.47%
$37.81 - $46.49 $1.02K - $1.26K
5.81K $263K
VFH
Vanguard Financial ETF

ETFs
160
+ 2.44%
$114.07 - $127.34 $18.3K - $20.4K
6.73K $804K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$279.74 - $321.29 $280 - $321
1.21K $377K
SJNK
Spdr Bloomberg Short Term High

ETFs
973
+ 2.39%
$25.08 - $25.64 $24.4K - $24.9K
41.7K $1.05M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.37K
+ 12.73%
$16.57 - $18.85 $55.9K - $63.6K
29.9K $496K
VGIT
Vanguard Intermediate Term Tre

ETFs
11
+ 0.29%
$57.44 - $59.4 $632 - $653
3.85K $228K
DVY
Ishares Tr

ETFs
1
+ 0.06%
$128.58 - $138.1 $129 - $138
1.61K $215K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
333
+ 0.31%
$23.03 - $23.17 $7.67K - $7.72K
108K $2.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.01%
$56.17 - $59.71 $56.2 - $59.7
19.7K $1.12M
XYLD
Global X Fds S&P 500 Covered C

ETFs
526
+ 4.51%
$39.02 - $42.89 $20.5K - $22.6K
12.2K $481K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
58
+ 0.06%
$23.19 - $23.5 $1.35K - $1.36K
99.3K $2.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.1%
$302.31 - $337.54 $302 - $338
978 $299K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.18%
$347.25 - $424.87 $695 - $850
1.1K $403K
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.05%
$83.01 - $101.02 $166 - $202
4.42K $396K
IOO
Ishares Tr Global 100 ETF

ETFs
79
+ 0.61%
$96.2 - $105.12 $7.6K - $8.3K
13.1K $1.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 1.74%
$468.34 - $539.52 $16.4K - $18.9K
2.05K $961K
VGT
Vanguard Information Technolog

ETFs
26
+ 2.45%
$542.38 - $646.34 $14.1K - $16.8K
1.09K $590K
VV
Vanguard Large Cap ETF

ETFs
82
+ 1.01%
$253.32 - $282.66 $20.8K - $23.2K
8.21K $2.11M
NVDA
Nvidia Corp

Technology
52
+ 0.8%
$106.98 - $149.43 $5.56K - $7.77K
6.58K $712K
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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