Howard Wealth Management, LLC Reduced Holdings in Q1 2025

Howard Wealth Management, LLC

  • $179 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-921
- 2.45%
$369.1 - $427.61 $340K - $394K
36.7K $13.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.67K
- 37.22%
$222.15 - $428.22 $371K - $716K
2.82K $730K
AAPL
Apple Inc.

Technology
-252
- 0.71%
$209.68 - $247.1 $52.8K - $62.3K
35.2K $7.83M
VB
Vanguard Small Cap ETF

ETFs
-1.3K
- 3.88%
$217.89 - $252.64 $284K - $329K
32.3K $7.15M
PFF
Ishares Trust Ishares Pfd And

ETFs
-15.5K
- 19.39%
$30.73 - $32.26 $476K - $500K
64.4K $1.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-650
- 1.9%
$92.45 - $106.69 $60.1K - $69.3K
33.6K $3.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-263
- 3.51%
$507.05 - $563.67 $133K - $148K
7.22K $3.71M
AMZN
Amazon Com Inc

Consumer Cyclical
-231
- 2.53%
$190.26 - $242.06 $44K - $55.9K
8.91K $1.7M
GOOGL
Alphabet Inc.

Communication Services
-83
- 1.03%
$154.33 - $206.19 $12.8K - $17.1K
7.96K $1.23M
GOOG
Alphabet Inc.

Communication Services
-280
- 3.94%
$156.06 - $207.71 $43.7K - $58.2K
6.82K $1.07M
VXF
Vanguard Extended Market ETF

ETFs
-620
- 8.31%
$170.36 - $201.04 $106K - $125K
6.84K $1.18M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-10.8K
- 46.79%
$20.7 - $21.15 $223K - $228K
12.3K $254K
VTI
Vanguard Total Stock Market Et

ETFs
-375
- 4.79%
$271.18 - $303.12 $102K - $114K
7.45K $2.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 0.27%
$551.42 - $612.93 $9.93K - $11K
6.57K $3.67M
MSFT
Microsoft Corp

Technology
-46
- 1.29%
$375.39 - $447.2 $17.3K - $20.6K
3.52K $1.32M
VT
Vanguard Total World Stk Index

ETFs
-1.06K
- 2.8%
$115.08 - $123.97 $122K - $132K
36.9K $4.28M
AMD
Advanced Micro Devices Inc

Technology
-125
- 1.56%
$96.63 - $129.55 $12.1K - $16.2K
7.91K $812K
VIG
Vanguard Dividend Appreciation

ETFs
-867
- 2.91%
N/A
28.9K $5.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.24K
- 2.1%
$126.11 - $135.06 $282K - $302K
104K $13.5M
CRM
Salesforce, Inc.

Technology
-5
- 0.26%
$268.36 - $359.95 $1.34K - $1.8K
1.92K $514K
IWM
Ishares Russell 2000 ETF

ETFs
-213
- 5.63%
$198.1 - $229.79 $42.2K - $48.9K
3.57K $712K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.03K
- 15.39%
$67.03 - $74.61 $69.1K - $76.9K
5.67K $385K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-17
- 0.9%
$360.07 - $417.26 $6.12K - $7.09K
1.88K $678K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-237
- 0.99%
$75.99 - $81.58 $18K - $19.3K
23.7K $1.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-73
- 0.7%
$57.21 - $65.8 $4.18K - $4.8K
10.3K $600K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-1.95K
- 15.55%
$22.66 - $23.19 $44.1K - $45.1K
10.6K $240K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-66
- 1.86%
$102.49 - $119.96 $6.76K - $7.92K
3.48K $363K
META
Meta Platforms, Inc.

Communication Services
-31
- 1.64%
$576.36 - $736.67 $17.9K - $22.8K
1.86K $1.07M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.4K
- 7.57%
$56.51 - $62.98 $136K - $151K
29.3K $1.78M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.61K
- 1.05%
$19.42 - $19.54 $50.6K - $50.9K
245K $4.78M
ITB
Ishares Tr

ETFs
-119
- 3.78%
$93.86 - $111.45 $11.2K - $13.3K
3.03K $288K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-235
- 0.25%
$21.04 - $21.64 $4.94K - $5.09K
95.2K $2.01M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-3.85K
- 1.67%
$20.05 - $20.4 $77.2K - $78.5K
227K $4.63M
LMT
Lockheed Martin Corp

Industrials
-6
- 0.98%
$423.19 - $506.29 $2.54K - $3.04K
608 $271K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-24
- 1.47%
$408.78 - $448.82 $9.81K - $10.8K
1.61K $673K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-3.18K
- 1.55%
$18.18 - $18.58 $57.7K - $59K
202K $3.75M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.19K
- 0.5%
$20.64 - $20.73 $24.5K - $24.6K
234K $4.84M
VO
Vanguard Mid Cap ETF

ETFs
-23
- 1.17%
$251.87 - $277.95 $5.79K - $6.39K
1.95K $503K
AOR
Ishares Tr Core Growth Allocat

ETFs
-319
- 6.93%
$56.63 - $59.39 $18.1K - $18.9K
4.28K $246K
VDE
Vanguard Energy ETF

ETFs
-244
- 11.42%
$119.14 - $132.76 $29.1K - $32.4K
1.89K $245K
DNL
Wiswisdomtree Tr

ETFs
-20
- 0.08%
$35.56 - $38.21 $711 - $764
25.5K $909K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-109
- 2.6%
$49.25 - $50.66 $5.37K - $5.52K
4.08K $202K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-100
- 0.1%
$21.64 - $22.08 $2.16K - $2.21K
98.3K $2.13M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-22
- 0.1%
$49.78 - $53.19 $1.1K - $1.17K
22.7K $1.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
-83
- 2.58%
$79.17 - $82.04 $6.57K - $6.81K
3.14K $256K
VNQ
Vanguard Specialized Funds Van

ETFs
-240
- 1.66%
$85.55 - $94.34 $20.5K - $22.6K
14.2K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.57%
$158.56 - $176.26 $1.74K - $1.94K
1.91K $325K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-214
- 2.25%
$128.74 - $138.67 $27.6K - $29.7K
9.31K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
-52
- 1.36%
$225.19 - $279.95 $11.7K - $14.6K
3.76K $923K
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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