Statistik Asas
Nilai Portfolio $ 197,878,778
Kedudukan Semasa 121
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Howard Wealth Management, Llc telah mendedahkan 121 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 197,878,778 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Howard Wealth Management, Llc ialah Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) , Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) , Apple Inc. (US:AAPL) , and J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) . Kedudukan baharu Howard Wealth Management, Llc termasuk Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF (US:FLDR) , Janus Detroit Street Trust - Janus Henderson AAA CLO ETF (US:JAAA) , Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF (US:VRIG) , SPDR Series Trust - SPDR Portfolio High Yield Bond ETF (US:SPHY) , and .

Howard Wealth Management, Llc - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.11 5.81 2.9366 1.2788
0.03 4.47 2.2603 0.6987
0.04 16.09 8.1314 0.5523
0.02 0.99 0.4979 0.4979
0.02 0.89 0.4474 0.4474
0.01 1.06 0.5370 0.1397
0.01 0.27 0.1364 0.1364
0.00 1.73 0.8721 0.1363
0.00 0.27 0.1345 0.1345
0.03 3.69 1.8664 0.1285
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.03 7.17 3.6222 -0.7414
0.11 14.10 7.1269 -0.3766
0.23 4.83 2.4387 -0.2584
0.03 5.72 2.8885 -0.2390
0.24 4.80 2.4235 -0.2379
0.25 4.81 2.4316 -0.2331
0.23 4.68 2.3641 -0.2139
0.20 3.79 1.9134 -0.1742
0.06 1.88 0.9478 -0.1554
0.04 3.04 1.5374 -0.1476
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-08-11 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.04 0.07 16.09 18.32 8.1314 0.5523
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.11 1.33 14.10 4.74 7.1269 -0.3766
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.03 0.11 7.65 6.98 3.8668 -0.1191
AAPL / Apple Inc. 0.03 -0.89 7.17 -8.46 3.6222 -0.7414
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.11 95.15 5.81 95.36 2.9366 1.2788
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.03 -3.46 5.72 1.85 2.8885 -0.2390
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.23 -0.29 4.83 -0.29 2.4387 -0.2584
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.25 0.42 4.81 0.63 2.4316 -0.2331
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.24 0.11 4.80 0.42 2.4235 -0.2379
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.04 -1.18 4.69 9.51 2.3681 -0.0161
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 0.23 0.44 4.68 1.15 2.3641 -0.2139
PLTR / Palantir Technologies Inc. 0.03 -1.18 4.47 59.60 2.2603 0.6987
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 0.50 4.12 11.08 2.0835 0.0151
SPY / SPDR S&P 500 ETF 0.01 -0.26 4.05 10.16 2.0445 -0.0023
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 0.20 0.16 3.79 1.09 1.9134 -0.1742
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.03 -0.15 3.69 18.44 1.8664 0.1285
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.04 0.37 3.04 0.63 1.5374 -0.1476
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -2.72 3.01 7.45 1.5236 -0.0398
VTV / Vanguard Index Funds - Vanguard Value ETF 0.02 0.51 2.77 2.82 1.4023 -0.1015
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF 0.11 0.80 2.51 0.88 1.2710 -0.1183
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.01 1.44 2.38 12.60 1.2013 0.0246
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF 0.10 0.26 2.32 0.87 1.1733 -0.1095
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF 0.10 0.83 2.26 2.22 1.1412 -0.0904
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 -1.24 2.23 9.19 1.1295 -0.0111
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF 0.10 -0.53 2.16 1.36 1.0891 -0.0958
V / Visa Inc. 0.01 0.83 2.15 2.14 1.0877 -0.0867
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.03 6.21 2.09 17.72 1.0579 0.0667
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF 0.09 -2.65 1.99 -0.60 1.0074 -0.1104
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 0.08 11.51 1.99 12.48 1.0070 0.0197
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.03 0.37 1.98 11.69 0.9998 0.0125
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.02 0.85 1.97 8.83 0.9967 -0.0136
AMZN / Amazon.com, Inc. 0.01 -1.30 1.93 13.81 0.9751 0.0303
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF 0.08 18.42 1.93 18.16 0.9737 0.0651
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.06 -5.11 1.88 -5.26 0.9478 -0.1554
MSFT / Microsoft Corporation 0.00 -1.34 1.73 30.68 0.8721 0.1363
BIZD / VanEck ETF Trust - VanEck BDC Income ETF 0.10 27.85 1.64 24.21 0.8299 0.0930
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF 0.09 -5.38 1.52 -3.37 0.7696 -0.1085
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.01 -0.84 1.40 -6.98 0.7070 -0.1313
GOOGL / Alphabet Inc. 0.01 -0.72 1.39 13.16 0.7041 0.0178
IOO / iShares Trust - iShares Global 100 ETF 0.01 -2.18 1.38 9.54 0.6966 -0.0048
META / Meta Platforms, Inc. 0.00 -0.75 1.36 27.01 0.6869 0.0906
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.02 16.17 1.30 15.57 0.6565 0.0301
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.01 -1.75 1.28 21.15 0.6485 0.0578
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 -1.03 1.25 -2.65 0.6326 -0.0840
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.01 -1.01 1.25 -0.95 0.6320 -0.0718
GOOG / Alphabet Inc. 0.01 0.01 1.21 13.62 0.6115 0.0176
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.01 -8.58 1.21 2.29 0.6091 -0.0476
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.02 -1.76 1.17 0.69 0.5901 -0.0562
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF 0.04 7.98 1.15 9.35 0.5792 -0.0049
AMD / Advanced Micro Devices, Inc. 0.01 1.58 1.14 40.39 0.5761 0.1233
QQQ / Invesco QQQ Trust, Series 1 0.00 -0.63 1.12 16.84 0.5681 0.0319
MA / Mastercard Incorporated 0.00 0.00 1.11 2.50 0.5597 -0.0423
COST / Costco Wholesale Corporation 0.00 0.00 1.11 4.73 0.5594 -0.0299
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.03 0.77 1.09 12.06 0.5497 0.0087
JPM / JPMorgan Chase & Co. 0.00 -0.88 1.08 17.12 0.5464 0.0319
NVDA / NVIDIA Corporation 0.01 2.25 1.06 48.95 0.5370 0.1397
NFLX / Netflix, Inc. 0.00 0.26 1.04 44.06 0.5272 0.1234
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund 0.03 0.00 1.03 12.87 0.5187 0.0120
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 0.02 0.99 0.4979 0.4979
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund 0.02 0.00 0.98 4.36 0.4959 -0.0282
TSLA / Tesla, Inc. 0.00 0.00 0.90 22.60 0.4525 0.0454
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.02 0.89 0.4474 0.4474
VFH / Vanguard World Fund - Vanguard Financials ETF 0.01 -0.43 0.85 6.09 0.4311 -0.0170
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF 0.01 0.00 0.84 4.38 0.4223 -0.0237
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 0.01 10.17 0.80 11.68 0.4062 0.0054
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -0.48 0.79 16.96 0.4012 0.0229
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -6.63 0.72 0.98 0.3637 -0.0335
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -0.83 0.72 21.15 0.3620 0.0326
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.01 1.09 0.71 -4.96 0.3587 -0.0573
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 -1.12 0.70 3.71 0.3533 -0.0224
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 -0.17 0.64 6.17 0.3222 -0.0127
EFA / iShares Trust - iShares MSCI EAFE ETF 0.01 0.20 0.57 9.65 0.2872 -0.0018
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -2.11 0.53 5.96 0.2695 -0.0111
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.03 6.60 0.53 7.26 0.2690 -0.0078
PEG / Public Service Enterprise Group Incorporated 0.01 0.00 0.53 2.33 0.2669 -0.0209
JNJ / Johnson & Johnson 0.00 0.20 0.52 -7.75 0.2650 -0.0516
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF 0.01 8.76 0.52 7.28 0.2609 -0.0074
LLY / Eli Lilly and Company 0.00 -1.35 0.51 -6.92 0.2583 -0.0478
XOM / Exxon Mobil Corporation 0.00 0.75 0.51 -8.66 0.2559 -0.0531
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.01 0.02 0.42 10.13 0.2146 -0.0003
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.01 1.38 0.42 1.20 0.2133 -0.0196
HD / The Home Depot, Inc. 0.00 -2.36 0.39 -2.48 0.1994 -0.0258
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.06 0.38 4.68 0.1923 -0.0105
BRK.B / Berkshire Hathaway Inc. 0.00 -2.99 0.38 -11.71 0.1910 -0.0470
DWM / WisdomTree Trust - WisdomTree International Equity Fund 0.01 0.00 0.36 9.20 0.1804 -0.0016
MCD / McDonald's Corporation 0.00 -1.32 0.35 -7.94 0.1762 -0.0344
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 0.01 16.46 0.35 16.16 0.1748 0.0089
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 0.01 16.45 0.34 15.82 0.1742 0.0087
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 0.01 16.33 0.34 16.67 0.1736 0.0094
MRK / Merck & Co., Inc. 0.00 -4.30 0.33 -15.66 0.1691 -0.0519
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -0.10 0.33 10.33 0.1676 0.0003
ABBV / AbbVie Inc. 0.00 -1.06 0.33 -12.27 0.1664 -0.0431
PFFV / Global X Funds - Global X Variable Rate Preferred ETF 0.01 8.74 0.32 4.85 0.1639 -0.0086
PG / The Procter & Gamble Company 0.00 1.05 0.31 -5.54 0.1553 -0.0260
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.01 28.88 0.30 31.03 0.1537 0.0241
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 0.01 0.59 0.30 0.67 0.1520 -0.0142
DUK / Duke Energy Corporation 0.00 0.38 0.28 -2.74 0.1437 -0.0195
ITB / iShares Trust - iShares U.S. Home Construction ETF 0.00 0.17 0.28 -2.08 0.1427 -0.0179
WDFC / WD-40 Company 0.00 -2.00 0.28 -8.52 0.1412 -0.0288
PAYC / Paycom Software, Inc. 0.00 0.00 0.28 5.73 0.1403 -0.0058
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund 0.00 0.00 0.28 3.77 0.1391 -0.0089
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.01 5.36 0.27 6.30 0.1367 -0.0049
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF 0.01 0.27 0.1364 0.1364
LMT / Lockheed Martin Corporation 0.00 -4.93 0.27 -1.48 0.1352 -0.0163
APH / Amphenol Corporation 0.00 0.27 0.1345 0.1345
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0.00 -0.68 0.26 6.50 0.1324 -0.0051
VZ / Verizon Communications Inc. 0.01 0.24 0.25 -4.56 0.1273 -0.0195
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.00 -6.11 0.24 -4.69 0.1235 -0.0196
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 0.01 0.73 0.24 0.42 0.1221 -0.0118
IBM / International Business Machines Corporation 0.00 0.12 0.24 18.91 0.1208 0.0085
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.00 1.32 0.23 2.19 0.1179 -0.0096
WMT / Walmart Inc. 0.00 0.00 0.23 11.54 0.1173 0.0012
TXN / Texas Instruments Incorporated 0.00 0.22 0.1120 0.1120
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.00 0.22 0.1108 0.1108
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF 0.01 0.22 0.1092 0.1092
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 -4.97 0.21 -12.65 0.1083 -0.0286
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.19 0.21 -0.93 0.1079 -0.0123
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund 0.00 0.00 0.21 1.44 0.1069 -0.0094
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 0.21 0.1062 0.1062
CW / Curtiss-Wright Corporation 0.00 0.21 0.1037 0.1037
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.00 0.20 0.1026 0.1026
CVX / Chevron Corporation 0.00 -100.00 0.00 0.0000
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000