William Howard & CO Financial Advisors Inc Portfolio Holdings by Sector

William Howard & CO Financial Advisors Inc

$116 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEF IWM ICF IWV IEFA BND IUSG 39 stocks	$107,018 92.14% of portfolio	15	16	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$2,029 1.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$1,721 1.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,714 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CTBI 1 stocks	$870 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD MSFT 2 stocks	$594 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$369 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$365 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$307 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$251 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$250 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$226 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$216 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$215 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

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