Howard Wealth Management, LLC ETFs

Howard Wealth Management, LLC

$197 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWM Ishares Russell 2000 ETF	$0	$719,000 0.36% of portfolio	3,335	Q2 2025 Reduced 6.63%
VGT Vanguard Information Technolog	$0	$716,000 0.36% of portfolio	1,080	Q2 2025 Reduced 0.83%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$709,000 0.36% of portfolio	14,526	Q2 2025 Added 1.09%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$699,000 0.35% of portfolio	1,587	Q2 2025 Reduced 1.12%
IJH Ishares Core S&P Mid Cap ETF	$0	$637,000 0.32% of portfolio	10,281	Q2 2025 Reduced 0.17%
EFA Ishares Tr Msci Eafe ETF	$0	$568,000 0.29% of portfolio	6,357	Q2 2025 Added 0.2%
VO Vanguard Mid Cap ETF	$0	$533,000 0.27% of portfolio	1,905	Q2 2025 Reduced 2.11%
QYLD Global X Fdsnasdaq 100 Covered	$0	$532,000 0.27% of portfolio	31,840	Q2 2025 Added 6.6%
XYLD Global X Fds S&P 500 Covered C	$0	$516,000 0.26% of portfolio	13,257	Q2 2025 Added 8.76%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$424,000 0.22% of portfolio	5,670	Q2 2025 Added 0.02%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$422,000 0.21% of portfolio	8,218	Q2 2025 Added 1.38%
IJR Ishares Core S&P Sm Cap ETF	$0	$380,000 0.19% of portfolio	3,481	Q2 2025 Added 0.06%
DWM Wisdomtree Tr	$0	$356,000 0.18% of portfolio	5,615	Q2 2023 Added 20.75%
BSMQ Invesco Bulletshares 2026 Muni	$0	$345,000 0.17% of portfolio	14,685	Q2 2025 Added 16.46%
BSMR Invesco Bulletshares 2027 Muni	$0	$344,000 0.17% of portfolio	14,690	Q2 2025 Added 16.45%
BSMS Invesco Bulletshares 2028 Muni	$0	$343,000 0.17% of portfolio	14,786	Q2 2025 Added 16.33%
IWB Ishares Tr Russell 1000 ETF	$0	$331,000 0.17% of portfolio	977	Q2 2025 Reduced 0.1%
SHYG Ishares 0 5 Year High Yield CO	$0	$304,000 0.15% of portfolio	7,050	Q2 2025 Added 28.88%
BSMP Invesco Bulletshares 2025 Muni	$0	$300,000 0.15% of portfolio	12,257	Q2 2025 Added 0.59%
ITB Ishares Tr	$0	$282,000 0.14% of portfolio	3,030	Q2 2025 Added 0.17%
EZM Wisdomtree U.S. Midcap Fund	$0	$275,000 0.14% of portfolio	4,455	Q3 2024 Added 7.35%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$270,000 0.14% of portfolio	12,929	Q2 2025 Added 5.36%
VRIG Invesco Actively Managed ETF F	$0	$269,000 0.14% of portfolio	10,776	Q2 2025 New
AOR Ishares Tr Core Growth Allocat	$0	$261,000 0.13% of portfolio	4,255	Q2 2025 Reduced 0.68%
VCIT Vanguard Intermediate Term Cor	$0	$244,000 0.12% of portfolio	2,948	Q2 2025 Reduced 6.11%
BSMT Invesco Bulletshares 2029 Muni	$0	$241,000 0.12% of portfolio	10,642	Q2 2025 Added 0.73%
VGIT Vanguard Intermediate Term Tre	$0	$233,000 0.12% of portfolio	3,902	Q2 2025 Added 1.32%
HYG Ishares Tr	$0	$219,000 0.11% of portfolio	2,718	Q2 2025 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$216,000 0.11% of portfolio	9,082	Q2 2025 New
VDE Vanguard Energy ETF	$0	$214,000 0.11% of portfolio	1,798	Q2 2025 Reduced 4.97%
DVY Ishares Tr	$0	$213,000 0.11% of portfolio	1,608	Q2 2025 Added 0.19%
HEDJ Wisdomtree Europe Hedged Equit	$0	$211,000 0.11% of portfolio	4,395	Q1 2025 New
XLF Financial Sector Spdr	$0	$210,000 0.11% of portfolio	4,013	Q2 2025 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$202,000 0.1% of portfolio	2,018	Q2 2025 New

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