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 Trade History
$0
$270,000 0.14% of portfolio
12,929
Q2 2025 Added 5.36%
$2.92B
$279,000 0.14% of portfolio
1,225
Q2 2025 Reduced 2.0%
$0
$275,000 0.14% of portfolio
4,455
Q3 2024 Added 7.35%
$0
$282,000 0.14% of portfolio
3,030
Q2 2025 Added 0.17%
$183B
$251,000 0.13% of portfolio
5,821
Q2 2025 Added 0.24%
$69.5B
$266,000 0.13% of portfolio
2,695
Q2 2025 New
$0
$261,000 0.13% of portfolio
4,255
Q2 2025 Reduced 0.68%
$232B
$239,000 0.12% of portfolio
811
Q2 2025 Added 0.12%
$0
$241,000 0.12% of portfolio
10,642
Q2 2025 Added 0.73%
$278B
$232,000 0.12% of portfolio
2,374
Q4 2024 New
$0
$244,000 0.12% of portfolio
2,948
Q2 2025 Reduced 6.11%
$0
$233,000 0.12% of portfolio
3,902
Q2 2025 Added 1.32%
$0
$213,000 0.11% of portfolio
1,608
Q2 2025 Added 0.19%
$0
$211,000 0.11% of portfolio
4,395
Q1 2025 New
$0
$216,000 0.11% of portfolio
9,082
Q2 2025 New
$0
$219,000 0.11% of portfolio
2,718
Q2 2025 New
$0
$210,000 0.11% of portfolio
4,013
Q2 2025 New
$18.5B
$205,000 0.1% of portfolio
420
Q2 2025 New
$177B
$207,000 0.1% of portfolio
1,067
Q2 2025 New
$0
$202,000 0.1% of portfolio
2,018
Q2 2025 New

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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