William Howard & CO Financial Advisors Inc New Holdings in Q1 2024

William Howard & CO Financial Advisors Inc

  • $107 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
49.5K
New
$469.56 - $525.73 $23.2M - $26M
49.5K $26M
IEF
Ishares Barclays

ETFs
177K
New
$93.54 - $96.82 $16.5M - $17.1M
177K $16.7M
IWM
Ishares Russell 2000 ETF

ETFs
48.1K
New
$189.48 - $210.3 $9.11M - $10.1M
48.1K $10.1M
ICF
Ishares Tr

ETFs
156K
New
$55.12 - $59.38 $8.59M - $9.25M
156K $8.99M
IWV
Ishares Russell 3000 ETF

ETFs
18K
New
$268.36 - $300.08 $4.82M - $5.39M
18K $5.39M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
32.3K
New
$114.97 - $117.54 $3.71M - $3.8M
32.3K $3.74M
IEFA
Ishares Tr

ETFs
50.3K
New
$68.14 - $74.43 $3.43M - $3.74M
50.3K $3.74M
BND
Vanguard Bd Index Fd Inc Total

ETFs
50.8K
New
$71.76 - $73.66 $3.64M - $3.74M
50.8K $3.69M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
22.6K
New
$100.95 - $117.92 $2.28M - $2.66M
22.6K $2.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
31.5K
New
$73.11 - $80.04 $2.3M - $2.52M
31.5K $2.52M
TIP
Ishares Tr Tips Bd ETF

ETFs
17.2K
New
$105.69 - $108.04 $1.82M - $1.86M
17.2K $1.85M
AAPL
Apple Inc.

Technology
9.76K
New
$169.0 - $195.18 $1.65M - $1.9M
9.76K $1.67M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
20.2K
New
$81.49 - $82.34 $1.64M - $1.66M
20.2K $1.65M
VEA
Vanguard Ftse Developed Market

ETFs
23.7K
New
$46.21 - $50.27 $1.1M - $1.19M
23.7K $1.19M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.9K
New
$96.75 - $99.37 $1.16M - $1.19M
11.9K $1.17M
VNQ
Vanguard Specialized Funds Van

ETFs
12.6K
New
$82.58 - $89.12 $1.04M - $1.12M
12.6K $1.09M
VNQI
Vanguard Global Ex U.S. Real

ETFs
23.8K
New
$39.39 - $42.14 $937K - $1M
23.8K $1M
IEMG
Ishares Inc

ETFs
17.1K
New
$47.6 - $51.96 $816K - $891K
17.1K $885K
PFF
Ishares Trust Ishares Pfd And

ETFs
27.5K
New
$31.12 - $32.54 $854K - $893K
27.5K $885K
APH
Amphenol Corp

Technology
7.38K
New
$94.46 - $115.35 $697K - $851K
7.38K $851K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8.52K
New
$82.87 - $90.44 $706K - $771K
8.52K $771K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
11.9K
New
$59.15 - $63.58 $702K - $754K
11.9K $752K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.01K
New
$294.43 - $339.01 $591K - $680K
2.01K $676K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.73K
New
$161.84 - $179.11 $603K - $668K
3.73K $668K
CTBI
Community Trust Bancorp Inc

Financial Services
15.5K
New
$38.63 - $43.98 $600K - $684K
15.5K $663K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.21K
New
$396.28 - $446.38 $478K - $539K
1.21K $536K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.85K
New
$239.5 - $270.8 $442K - $500K
1.85K $500K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
882
New
$429.43 - $481.35 $379K - $425K
882 $424K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.12K
New
$56.98 - $284.98 $349K - $1.74M
6.12K $372K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.13K
New
$103.16 - $115.3 $323K - $361K
3.13K $361K
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
New
$144.57 - $180.38 $279K - $348K
1.93K $347K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
9.89K
New
$30.02 - $33.85 $297K - $335K
9.89K $334K
V
Visa Inc.

Financial Services
1.18K
New
$257.98 - $290.37 $305K - $343K
1.18K $330K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.69K
New
$44.84 - $49.24 $255K - $280K
5.69K $280K
FNDF
Schwab Fundamental Intl Large

ETFs
7.27K
New
$32.59 - $35.65 $237K - $259K
7.27K $259K
AVLV
American Centy ETF Tr Avantis
3.67K
New
$56.46 - $64.26 $207K - $236K
3.67K $236K
IWC
Russell Micro Cap ETF

ETFs
1.9K
New
$109.23 - $121.19 $207K - $230K
1.9K $230K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
529
New
$359.29 - $420.52 $190K - $222K
529 $222K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.57K
New
$55.41 - $62.08 $198K - $222K
3.57K $222K
WDAY
Workday, Inc.

Technology
800
New
$264.32 - $307.21 $211K - $246K
800 $218K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.71K
New
$68.82 - $75.98 $187K - $206K
2.71K $206K
IWN
Ishares Russell2000 Val ETF

ETFs
1.29K
New
$145.61 - $158.81 $188K - $205K
1.29K $205K
PBI
Pitney Bowes Inc

Industrials
11.9K
New
$3.74 - $4.4 $44.5K - $52.4K
11.9K $52K
VIRI
Virios Therapeutics, Inc.

Healthcare
10.1K
New
$0.31 - $0.84 $3.12K - $8.46K
10.1K $5K
Activity Summary
Buys All Purchases 45 New Holdings 45 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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