Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

  • $179 Million
  • Q1 2025

Howard Wealth Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $13.6M, Vanguard Whitehall Fds (Vangua with a value of $13.5M, Apple Inc. with a value of $7.83M, Vanguard Small Cap ETF with a value of $7.15M, and Vanguard Dividend Appreciation with a value of $5.27M.

Examining the 13F form we can see an decrease of $5.36M in the current position value, from $184M to 179M.

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 $179 Million
ETFs: $146 Million
Technology: $14.5 Million
Financial Services: $4.54 Million
Communication Services: $4.35 Million
Consumer Cyclical: $3.21 Million
Healthcare: $2.15 Million
Consumer Defensive: $1.59 Million
Utilities: $808,000
Other: $1.35 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.3B
$305,000 0.17% of portfolio
1,250
Q2 2024 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $179 Million
  • Prior Value $184 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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