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.

Portfolio value $171 Million
ETFs: $142 Million
Technology: $11.5 Million
Communication Services: $4.41 Million
Consumer Cyclical: $3.69 Million
Financial Services: $3.11 Million
Healthcare: $2.81 Million
Utilities: $1.04 Million
Consumer Defensive: $937,000
Other: $1.38 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $171 Million
  • Prior Value $127 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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