William Howard & CO Financial Advisors Inc Incresed Positions in Q2 2025

William Howard & CO Financial Advisors Inc

  • $114 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
572
+ 1.2%
$174.82 - $215.79 $100K - $123K
48.1K $10.4M
IWV
Ishares Russell 3000 ETF

ETFs
121
+ 0.81%
$281.67 - $351.0 $34.1K - $42.5K
15K $5.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
53
+ 0.17%
$72.96 - $90.39 $3.87K - $4.79K
31.1K $2.78M
VEA
Vanguard Ftse Developed Market

ETFs
138
+ 0.38%
$45.65 - $57.01 $6.3K - $7.87K
36.6K $2.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.01K
+ 34.36%
$108.12 - $135.04 $109K - $137K
3.96K $534K
NVDA
Nvidia Corp

Technology
10
+ 0.39%
$94.31 - $157.99 $943 - $1.58K
2.58K $407K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.1%
$320.42 - $424.58 $641 - $849
2.02K $850K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.27K
+ 2.21%
$72.02 - $73.82 $91.5K - $93.8K
58.6K $4.32M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
112
+ 0.7%
$30.96 - $40.6 $3.47K - $4.55K
16.1K $651K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
33
+ 0.35%
$57.14 - $72.68 $1.89K - $2.4K
9.49K $689K
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 1.32%
$243.75 - $303.93 $3.41K - $4.26K
1.07K $325K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.1%
$22.27 - $29.21 $178 - $234
8.13K $237K
ICF
Ishares Tr

ETFs
1.48K
+ 0.93%
$54.56 - $62.47 $80.5K - $92.1K
160K $9.8M
FNDF
Schwab Fundamental Intl Large

ETFs
40
+ 0.53%
$32.25 - $40.02 $1.29K - $1.6K
7.59K $303K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13
+ 0.04%
$116.93 - $119.39 $1.52K - $1.55K
29.1K $3.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
32
+ 0.3%
$19.6 - $24.44 $627 - $782
10.7K $260K
IWD
Ishares Russell 1000 Val ETF

ETFs
17
+ 0.45%
$166.82 - $194.23 $2.84K - $3.3K
3.82K $740K
VNQ
Vanguard Specialized Funds Van

ETFs
523
+ 3.59%
$79.79 - $91.42 $41.7K - $47.8K
15.1K $1.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.09%
$39.89 - $49.46 $199 - $247
5.53K $273K
SCHA
Schwab Strategic Tr Us Small C

ETFs
37
+ 0.33%
$20.42 - $25.3 $756 - $936
11.4K $288K
AVLV
American Centy ETF Tr Avantis
15
+ 0.4%
$56.85 - $68.21 $853 - $1.02K
3.75K $255K
SCHV
Schwab Strategic Tr Us Large C

ETFs
43
+ 0.52%
$23.55 - $27.67 $1.01K - $1.19K
8.36K $231K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
40
+ 0.2%
$82.21 - $83.12 $3.29K - $3.32K
20.4K $1.69M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$172.42 - $223.89 $172 - $224
7.82K $1.6M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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