William Howard & CO Financial Advisors Inc Portfolio Holdings by Sector

William Howard & CO Financial Advisors Inc

$117 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEF IWM ICF IWV BND IEFA IEI 41 stocks	$108,747 93.45% of portfolio	29	4	6	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,052 1.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$1,983 1.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$962 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CTBI 1 stocks	$775 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TEI NCZ NCV OXLC 4 stocks	$403 0.35% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$380 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$297 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$296 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$244 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$225 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VIRI 1 stocks	$2 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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