Howard Wealth Management, LLC Portfolio Holdings by Sector
Howard Wealth Management, LLC
- $127 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG VYM VB VIG VT SPY IVW VOO 58 stocks |
$97,788
77.16% of portfolio
|
  45  
|
  9  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,042
5.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$3,735
2.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$2,415
1.91% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV PFE 5 stocks |
$2,226
1.76% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,135
1.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,774
1.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$1,753
1.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TXN 2 stocks |
$953
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$887
0.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$776
0.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG DUK 2 stocks |
$735
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$716
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$524
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$370
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$369
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$353
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$316
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$306
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$305
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$282
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
WDFC 1 stocks |
$274
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$253
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$242
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
MTB 1 stocks |
$210
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|