Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

  • $184 Million
  • Q4 2024

Howard Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $15.4M, Vanguard Whitehall Fds (Vangua with a value of $13.6M, Apple Inc. with a value of $8.89M, Vanguard Small Cap ETF with a value of $8.06M, and Vanguard Dividend Appreciation with a value of $5.43M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $171M to 184M.

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 $184 Million
ETFs: $149 Million
Technology: $15.8 Million
Communication Services: $4.91 Million
Consumer Cyclical: $4.6 Million
Financial Services: $4.21 Million
Healthcare: $2.21 Million
Consumer Defensive: $1.56 Million
Utilities: $1 Million
Other: $1.29 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.19B
$303,000 0.16% of portfolio
1,250
Q2 2024 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $184 Million
  • Prior Value $171 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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