Howard Wealth Management, LLC Top Holdings and 13F Report (2024) → This Apple-like Innovator is Revolutionizing Healthcare (From Wall Street Star) (Ad) About Howard Wealth Management, LLCInvestment ActivityHoward Wealth Management, LLC has $122.97 million in total holdings as of March 31, 2024.Howard Wealth Management, LLC owns shares of 104 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 3.25% of the portfolio was purchased this quarter.About 6.28% of the portfolio was sold this quarter.This quarter, Howard Wealth Management, LLC has purchased 100 new stocks and bought additional shares in 35 stocks.Howard Wealth Management, LLC sold shares of 46 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Growth ETF $12,235,622Vanguard High Dividend Yield ETF $11,944,980Vanguard Small-Cap ETF $7,262,076Apple $5,887,423Vanguard Dividend Appreciation ETF $5,322,990 Largest New Holdings this Quarter Eli Lilly and Company $504,896 HoldingGlobal X S&P 500 Covered Call ETF $253,224 HoldingThe Cigna Group $216,824 HoldingWisdomTree Europe Hedged Equity Fund $212,279 HoldingDeere & Company $209,888 Holding Largest Purchases this Quarter Eli Lilly and Company 649 shares (about $504.90K)iShares Core S&P Mid-Cap ETF 8,296 shares (about $503.90K)Global X S&P 500 Covered Call ETF 6,208 shares (about $253.22K)Microsoft 528 shares (about $222.14K)The Cigna Group 597 shares (about $216.82K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 1,075 shares (about $196.30K)Vanguard Total Stock Market ETF 621 shares (about $161.40K)Vanguard Total World Stock ETF 1,133 shares (about $125.20K)Invesco Preferred ETF 7,751 shares (about $92.08K)SPDR S&P Dividend ETF 655 shares (about $85.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHoward Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$12,235,622$6,884 ▲0.1%35,54810.0%ETFVYMVanguard High Dividend Yield ETF$11,944,980$20,447 ▼-0.2%98,7279.7%ETFVBVanguard Small-Cap ETF$7,262,076$19,887 ▲0.3%31,7695.9%ETFAAPLApple$5,887,423$120,036 ▲2.1%34,3334.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,322,990$196,302 ▼-3.6%29,1504.3%ETFVTVanguard Total World Stock ETF$4,155,551$125,196 ▼-2.9%37,6073.4%ETFSPYSPDR S&P 500 ETF Trust$3,497,246$27,723 ▼-0.8%6,6862.8%FinanceIVWiShares S&P 500 Growth ETF$3,184,570$5,489 ▼-0.2%37,7142.6%ETFPFFiShares Preferred and Income Securities ETF$2,940,647$123,699 ▲4.4%91,2392.4%ETFIVViShares Core S&P 500 ETF$2,705,932$67,819 ▼-2.4%5,1472.2%ETFVOOVanguard S&P 500 ETF$2,690,959$115,368 ▲4.5%5,5982.2%ETFVTVVanguard Value ETF$2,527,4240.0%15,5192.1%ETFVTIVanguard Total Stock Market ETF$2,051,911$161,398 ▼-7.3%7,8951.7%ETFPGXInvesco Preferred ETF$1,871,885$92,082 ▼-4.7%157,5661.5%ETFVVVanguard Large-Cap ETF$1,732,746$29,970 ▲1.8%7,2271.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,713,812$7,800 ▼-0.5%29,2211.4%ETFAMZNAmazon.com$1,655,708$14,250 ▲0.9%9,1791.3%Retail/WholesaleCWBSPDR Bloomberg Convertible Securities ETF$1,621,974$81,000 ▼-4.8%22,2071.3%ETFMSFTMicrosoft$1,480,093$222,140 ▲17.7%3,5181.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,417,352$302 ▼0.0%23,5051.2%ETFVXFVanguard Extended Market ETF$1,410,748$49,952 ▼-3.4%8,0491.1%ETFVHTVanguard Health Care ETF$1,406,924$55,996 ▼-3.8%5,2011.1%ETFBNDVanguard Total Bond Market ETF$1,242,627$56,506 ▲4.8%17,1091.0%ETFSDYSPDR S&P Dividend ETF$1,234,706$85,962 ▼-6.5%9,4081.0%ETFGOOGLAlphabet$1,234,607$14,338 ▼-1.1%8,1801.0%Computer and TechnologyIOOiShares Global 100 ETF$1,144,180$16,183 ▲1.4%12,7970.9%ETFVNQVanguard Real Estate ETF$1,136,045$34,418 ▼-2.9%13,1370.9%ETFGOOGAlphabet$1,081,046$18,271 ▲1.7%7,1000.9%Computer and TechnologyDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$1,026,307$2,839 ▲0.3%26,3900.8%FinanceBKLNInvesco Senior Loan ETF$993,616$21,552 ▼-2.1%46,9800.8%ETFEESWisdomTree U.S. SmallCap Fund$985,1090.0%19,6550.8%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$977,715$15,232 ▼-1.5%27,2800.8%ETFVVisa$954,966$12,000 ▲1.3%3,4220.8%Business ServicesMAMastercard$951,582$9,631 ▲1.0%1,9760.8%Business ServicesIWMiShares Russell 2000 ETF$948,061$13,039 ▼-1.4%4,5080.8%FinanceQQQInvesco QQQ Trust$935,634$4,441 ▼-0.5%2,1070.8%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$929,004$9,558 ▼-1.0%36,8360.8%ETFMETAMeta Platforms$916,775$15,539 ▲1.7%1,8880.7%Computer and TechnologyTSLATesla$789,1210.0%4,4890.6%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$780,569$83,124 ▲11.9%3,8970.6%FinancePWVInvesco Large Cap Value ETF$764,3300.0%13,4850.6%ETFPLTRPalantir Technologies$756,0630.0%32,8580.6%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$733,966$62,542 ▼-7.9%9,4940.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$731,083$3,182 ▲0.4%1,8380.6%FinanceJEPIJPMorgan Equity Premium Income ETF$646,354$123,068 ▲23.5%11,1710.5%ETFIWFiShares Russell 1000 Growth ETF$636,687$337 ▼-0.1%1,8890.5%ETFIJHiShares Core S&P Mid-Cap ETF$629,874$503,899 ▲400.0%10,3700.5%ETFITAiShares U.S. Aerospace & Defense ETF$623,105$2,639 ▼-0.4%4,7230.5%ETFJNJJohnson & Johnson$621,687$8,068 ▼-1.3%3,9300.5%MedicalMRKMerck & Co., Inc.$572,399$8,577 ▲1.5%4,3380.5%MedicalPFXFVanEck Preferred Securities ex Financials ETF$570,803$29,755 ▲5.5%32,2670.5%ETFEFAiShares MSCI EAFE ETF$509,028$1,198 ▲0.2%6,3740.4%FinanceXOMExxon Mobil$508,318$31,385 ▲6.6%4,3730.4%Oils/EnergyLLYEli Lilly and Company$504,896$504,896 ▲New Holding6490.4%MedicalHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$501,707$3,272 ▼-0.6%5,3670.4%ETFVFHVanguard Financials ETF$489,740$11,877 ▼-2.4%4,7830.4%ETFNVDANVIDIA$487,018$75,899 ▲18.5%5390.4%Computer and TechnologyNFLXNetflix$471,895$10,932 ▲2.4%7770.4%Consumer DiscretionaryPEGPublic Service Enterprise Group$450,0300.0%6,7390.4%UtilitiesHDHome Depot$435,002$11,124 ▲2.6%1,1340.4%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$427,812$57,469 ▼-11.8%3,8710.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$421,979$7,057 ▼-1.6%6,5780.3%ETFVGTVanguard Information Technology ETF$383,817$7,865 ▼-2.0%7320.3%ETFBRK.BBerkshire Hathaway$365,852$17,241 ▲4.9%8700.3%FinanceITBiShares U.S. Home Construction ETF$359,234$13,892 ▼-3.7%3,1030.3%ETFMTBM&T Bank$358,2190.0%2,4630.3%FinanceVOVanguard Mid-Cap ETF$355,801$7,496 ▼-2.1%1,4240.3%ETFMCDMcDonald's$350,464$2,820 ▼-0.8%1,2430.3%Retail/WholesaleABBVAbbVie$338,888$10,198 ▲3.1%1,8610.3%MedicalAMLPAlerian MLP ETF$329,989$59,942 ▲22.2%6,9530.3%ETFWDFCWD-40$322,9700.0%1,2750.3%Consumer StaplesUNHUnitedHealth Group$321,555$2,968 ▲0.9%6500.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$318,859$48,254 ▼-13.1%6,2180.3%ManufacturingCOSTCostco Wholesale$318,694$16,850 ▲5.6%4350.3%Retail/WholesalePGProcter & Gamble$311,520$7,626 ▲2.5%1,9200.3%Consumer StaplesDWMWisdomTree International Equity Fund$307,7020.0%5,6150.3%FinanceAMJJPMorgan Alerian MLP Index ETN$305,755$6,410 ▲2.1%10,7320.2%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$298,250$11,349 ▼-3.7%3,8370.2%ETFFLOTiShares Floating Rate Bond ETF$288,949$37,019 ▼-11.4%5,6590.2%ETFFLTRVanEck Floating Rate ETF$280,891$30,740 ▼-9.9%11,0110.2%ETFIWBiShares Russell 1000 ETF$280,829$5,761 ▼-2.0%9750.2%ETFAORiShares Core Growth Allocation ETF$277,459$14,530 ▼-5.0%4,9840.2%ETFLMTLockheed Martin$272,922$17,740 ▼-6.1%6000.2%AerospacePEPPepsiCo$268,290$36,227 ▼-11.9%1,5330.2%Consumer StaplesPFEPfizer$265,734$73,538 ▼-21.7%9,5760.2%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$259,896$29,157 ▼-10.1%2,5850.2%ETFSQBlock$258,6460.0%3,0580.2%Business ServicesVZVerizon Communications$253,606$17,749 ▲7.5%6,0440.2%Computer and TechnologyXYLDGlobal X S&P 500 Covered Call ETF$253,224$253,224 ▲New Holding6,2080.2%ETFVDEVanguard Energy ETF$248,577$2,635 ▼-1.0%1,8870.2%ETFEZMWisdomTree U.S. MidCap Fund$242,2490.0%3,9700.2%FinanceIWDiShares Russell 1000 Value ETF$230,1560.0%1,2850.2%ETFTXNTexas Instruments$222,9890.0%1,2800.2%Computer and TechnologyCIThe Cigna Group$216,824$216,824 ▲New Holding5970.2%MedicalDUKDuke Energy$216,050$2,418 ▼-1.1%2,2340.2%UtilitiesHEDJWisdomTree Europe Hedged Equity Fund$212,279$212,279 ▲New Holding4,3950.2%FinanceDEDeere & Company$209,888$209,888 ▲New Holding5110.2%Industrial ProductsINTCIntel$209,189$26,502 ▲14.5%4,7360.2%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$205,944$35,447 ▼-14.7%3,5150.2%ETFCVXChevron$204,589$204,589 ▲New Holding1,2970.2%Oils/EnergyShowing largest 100 holdings. 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