William Howard & CO Financial Advisors Inc Portfolio Holdings by Sector

William Howard & CO Financial Advisors Inc

$106 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEF ICF IWM IWV IEFA BND IEI 37 stocks	$97,801 92.44% of portfolio	14	13	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$2,043 1.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,736 1.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$912 0.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CTBI 1 stocks	$785 0.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD MSFT 2 stocks	$470 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$379 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$341 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$321 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$290 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$278 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$221 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$220 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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