Howard Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $13.9M, Vanguard Whitehall Fds (Vangua with a value of $13.1M, Vanguard Small Cap ETF with a value of $7.78M, Apple Inc. with a value of $7.75M, and Vanguard Dividend Appreciation with a value of $5.47M.
Examining the 13F form we can see an increase of $44.5M in the current position value, from $127M to 171M.
Howard Wealth Management, LLC is based out at Madison, CT
Below you can find more details about Howard Wealth Management, LLC portfolio as well as his latest detailed transactions.