William Howard & CO Financial Advisors Inc Portfolio Holdings by Sector

William Howard & CO Financial Advisors Inc

$114 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEF IWM ICF IWV IEFA BND IEI 40 stocks	$104,424 91.93% of portfolio	23	12	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$2,172 1.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,604 1.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$1,374 1.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CTBI 1 stocks	$825 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD MSFT 2 stocks	$652 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$407 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$397 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$384 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$325 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$293 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$261 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$238 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$233 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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