Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

  • $171 Million
  • Q3 2024

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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$7.75 Million 4.52% of portfolio
33,259
Q3 2024 Reduced 0.54%
$2.06T
$1.71 Million 1.0% of portfolio
9,188
Q3 2024 Added 0.08%
$3.09T
$1.52 Million 0.89% of portfolio
3,531
Q3 2024 Reduced 0.34%
$1.03T
$1.34 Million 0.78% of portfolio
8,090
Q3 2024 Reduced 0.58%
$1.06T
$1.19 Million 0.69% of portfolio
7,101
Q3 2024 Added 0.01%
$1.01T
$1.17 Million 0.69% of portfolio
4,487
Q2 2024 Reduced 0.04%
$1.25T
$1.07 Million 0.63% of portfolio
1,874
Q3 2024 Reduced 0.74%
$498B
$975,000 0.57% of portfolio
1,976
Q1 2024 Added 1.02%
$506B
$919,000 0.54% of portfolio
3,344
Q3 2024 Reduced 0.56%
$720B
$812,000 0.47% of portfolio
3,853
Q3 2024 Added 0.42%
$354B
$764,000 0.45% of portfolio
6,295
Q3 2024 Added 10.21%
$709B
$578,000 0.34% of portfolio
653
Q3 2024 Added 0.62%
$403B
$577,000 0.34% of portfolio
3,563
Q3 2024 Reduced 6.56%
$367B
$545,000 0.32% of portfolio
769
Q3 2024 Reduced 1.03%
$244B
$500,000 0.29% of portfolio
4,409
Q3 2024 Added 1.87%
$497B
$492,000 0.29% of portfolio
4,200
Q3 2024 Reduced 6.08%
$612B
$405,000 0.24% of portfolio
882
Q3 2024 Added 1.38%
$401B
$389,000 0.23% of portfolio
439
Q3 2024 Added 0.92%
$292B
$369,000 0.22% of portfolio
1,870
Q3 2024 Added 0.48%
$215B
$366,000 0.21% of portfolio
1,205
Q3 2024 Added 0.08%
$554B
$347,000 0.2% of portfolio
595
Q3 2024 Reduced 0.83%
$402B
$333,000 0.19% of portfolio
1,925
Q3 2024 Added 0.26%
$219B
$215,000 0.13% of portfolio
1,265
Q3 2024 Reduced 17.54%

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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