Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

$197 Million
Q2 2025

Howard Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $16.1M, Vanguard Whitehall Fds (Vangua with a value of $14.1M, Vanguard Small Cap ETF with a value of $7.65M, Apple Inc. with a value of $7.17M, and Jp Morgan ETF Tr Ultra Short I with a value of $5.81M.

Examining the 13F form we can see an increase of $18.2M in the current position value, from $179M to 197M.

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 $197 Million

ETFs: $161 Million

Technology: $16.6 Million

Communication Services: $5.26 Million

Financial Services: $4.72 Million

Consumer Cyclical: $3.57 Million

Healthcare: $1.7 Million

Consumer Defensive: $1.65 Million

Utilities: $812,000

Other: $1.26 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$16.1 Million 8.16% of portfolio	36,702	Q2 2025 Added 0.07%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$14.1 Million 7.15% of portfolio	105,789	Q2 2025 Added 1.33%
VB Vanguard Small Cap ETF ETFs	$0	$7.65 Million 3.88% of portfolio	32,288	Q2 2025 Added 0.11%
AAPL Apple Inc. Technology	$3.77T	$7.17 Million 3.63% of portfolio	34,935	Q2 2025 Reduced 0.89%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$5.81 Million 2.95% of portfolio	114,660	Q2 2025 Added 95.15%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.09 Million 2.58% of portfolio	27,927	Q2 2025 Reduced 3.46%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$4.83 Million 2.45% of portfolio	233,353	Q2 2025 Reduced 0.29%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$4.81 Million 2.44% of portfolio	246,496	Q2 2025 Added 0.42%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$4.8 Million 2.43% of portfolio	244,051	Q2 2025 Added 0.11%
VT Vanguard Total World Stk Index ETFs	$0	$4.69 Million 2.38% of portfolio	36,461	Q2 2025 Reduced 1.18%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$4.68 Million 2.37% of portfolio	228,313	Q2 2025 Added 0.44%
PLTR Palantir Technologies Inc. Technology	$319B	$4.47 Million 2.27% of portfolio	32,810	Q2 2025 Reduced 1.18%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.12 Million 2.09% of portfolio	7,258	Q2 2025 Added 0.5%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.05 Million 2.05% of portfolio	6,548	Q2 2025 Reduced 0.26%
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$3.79 Million 1.92% of portfolio	202,475	Q2 2025 Added 0.16%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.69 Million 1.87% of portfolio	33,545	Q2 2025 Reduced 0.15%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$3.04 Million 1.54% of portfolio	41,319	Q2 2025 Added 0.37%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.02 Million 1.53% of portfolio	4,856	Q2 2025 Reduced 2.72%
VTV Vanguard Value ETF ETFs	$0	$2.77 Million 1.41% of portfolio	15,701	Q2 2025 Added 0.51%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$2.51 Million 1.27% of portfolio	109,015	Q2 2025 Added 0.8%
VV Vanguard Large Cap ETF ETFs	$0	$2.38 Million 1.21% of portfolio	8,332	Q2 2025 Added 1.44%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$2.32 Million 1.18% of portfolio	99,520	Q2 2025 Added 0.26%
BSJR Invesco Indx Tr ETFs	$0	$2.26 Million 1.15% of portfolio	99,459	Q2 2025 Added 0.83%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.24 Million 1.13% of portfolio	7,354	Q2 2025 Reduced 1.24%
BSJS Invesco Exc Self Ind Tr Bullet ETFs	$0	$2.16 Million 1.09% of portfolio	97,735	Q2 2025 Reduced 0.53%
V Visa Inc. Financial Services	$562B	$2.15 Million 1.09% of portfolio	6,062	Q2 2025 Added 0.83%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$2.09 Million 1.06% of portfolio	31,142	Q2 2025 Added 6.21%
BSJT Invesco Self Indexed Fd Tr Bul ETFs	$0	$1.99 Million 1.01% of portfolio	92,631	Q2 2025 Reduced 2.65%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$1.99 Million 1.01% of portfolio	81,496	Q2 2025 Added 11.51%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.98 Million 1.0% of portfolio	28,634	Q2 2025 Added 0.37%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$1.97 Million 1.0% of portfolio	23,861	Q2 2025 Added 0.85%
AMZN Amazon Com Inc Consumer Cyclical	$2.43T	$1.93 Million 0.98% of portfolio	8,795	Q2 2025 Reduced 1.3%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$1.93 Million 0.98% of portfolio	75,555	Q2 2025 Added 18.42%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$1.88 Million 0.95% of portfolio	61,128	Q2 2025 Reduced 5.11%
MSFT Microsoft Corp Technology	$3.72T	$1.73 Million 0.88% of portfolio	3,470	Q2 2025 Reduced 1.34%
BIZD Vaneck Vectors ETF Tr Bdc Inco ETFs	$0	$1.64 Million 0.83% of portfolio	100,873	Q2 2025 Added 27.85%
PFXF Vaneck ETF Tr Preferred Securi ETFs	$0	$1.52 Million 0.77% of portfolio	88,948	Q2 2025 Reduced 5.38%
VHT Vanguard Health Care ETF ETFs	$0	$1.4 Million 0.71% of portfolio	5,634	Q2 2025 Reduced 0.84%
GOOGL Alphabet Inc. Communication Services	$1.43T	$1.39 Million 0.71% of portfolio	7,906	Q2 2025 Reduced 0.72%
IOO Ishares Tr Global 100 ETF ETFs	$0	$1.38 Million 0.7% of portfolio	12,786	Q2 2025 Reduced 2.18%
META Meta Platforms, Inc. Communication Services	$1.72T	$1.36 Million 0.69% of portfolio	1,842	Q2 2025 Reduced 0.75%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$1.3 Million 0.66% of portfolio	22,852	Q2 2025 Added 16.17%
ITA Ishares Tr ETFs	$0	$1.28 Million 0.65% of portfolio	6,802	Q2 2025 Reduced 1.75%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.25 Million 0.63% of portfolio	9,214	Q2 2025 Reduced 1.01%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.25 Million 0.63% of portfolio	14,056	Q2 2025 Reduced 1.03%
GOOG Alphabet Inc. Communication Services	$1.46T	$1.21 Million 0.61% of portfolio	6,822	Q2 2025 Added 0.01%
VXF Vanguard Extended Market ETF ETFs	$0	$1.21 Million 0.61% of portfolio	6,254	Q2 2025 Reduced 8.58%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.17 Million 0.59% of portfolio	22,311	Q2 2025 Reduced 1.76%
AMD Advanced Micro Devices Inc Technology	$252B	$1.14 Million 0.58% of portfolio	8,034	Q2 2025 Added 1.58%
SJNK Spdr Bloomberg Short Term High ETFs	$0	$1.15 Million 0.58% of portfolio	44,983	Q2 2025 Added 7.98%

Summary

Portfolio
No. of Stocks 121
Current Value $197 Million
Prior Value $179 Million
Filing
Period Q2 2025
Filing Date August 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 10 stocks
Additional Purchases 54 stocks
Sold out of 0 stocks
Reduced holdings in 45 stocks

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Howard Wealth Management, LLC Portfolio Holdings