William Howard & Co Financial Advisors Inc Top Holdings and 13F Report (2025) About William Howard & Co Financial Advisors IncInvestment ActivityWilliam Howard & Co Financial Advisors Inc has $114.61 million in total holdings as of June 30, 2025.William Howard & Co Financial Advisors Inc owns shares of 56 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.24% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, William Howard & Co Financial Advisors Inc has purchased 52 new stocks and bought additional shares in 25 stocks.William Howard & Co Financial Advisors Inc sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $26,922,909iShares 7-10 Year Treasury Bond ETF $13,215,464iShares Russell 2000 ETF $10,383,737iShares Select U.S. REIT ETF $9,797,553iShares Russell 3000 ETF $5,273,685 Largest New Holdings this Quarter 30303M102 - Meta Platforms $233,295 Holding464287630 - iShares Russell 2000 Value ETF $203,353 Holding922908637 - Vanguard Large-Cap ETF $203,336 Holding921932828 - Vanguard S&P Small-Cap 600 ETF $201,211 Holding Largest Purchases this Quarter Meta Platforms 316 shares (about $233.30K)iShares Russell 2000 Value ETF 1,289 shares (about $203.35K)Vanguard Large-Cap ETF 713 shares (about $203.34K)Vanguard S&P Small-Cap 600 ETF 1,988 shares (about $201.21K)iShares Core S&P Total U.S. Stock Market ETF 1,012 shares (about $136.65K) Largest Sales this Quarter iShares Core S&P 500 ETF 646 shares (about $401.10K)iShares TIPS Bond ETF 1,312 shares (about $144.36K)iShares Core MSCI EAFE ETF 1,032 shares (about $86.15K)iShares Core S&P U.S. Value ETF 464 shares (about $43.91K)iShares Preferred and Income Securities ETF 1,267 shares (about $38.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilliam Howard & Co Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$26,922,909$401,102 ▼-1.5%43,36123.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$13,215,464$20,207 ▼-0.2%137,99211.5%ETFIWMiShares Russell 2000 ETF$10,383,737$123,431 ▲1.2%48,1209.1%FinanceICFiShares Select U.S. REIT ETF$9,797,553$90,211 ▲0.9%160,1958.5%ETFIWViShares Russell 3000 ETF$5,273,685$42,470 ▲0.8%15,0254.6%ETFIEFAiShares Core MSCI EAFE ETF$4,619,119$86,151 ▼-1.8%55,3324.0%ETFBNDVanguard Total Bond Market ETF$4,317,179$93,511 ▲2.2%58,6333.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,468,594$1,548 ▲0.0%29,1263.0%ETFIUSGiShares Core S&P U.S. Growth ETF$3,393,9260.0%22,5663.0%ManufacturingEFAiShares MSCI EAFE ETF$2,777,922$4,738 ▲0.2%31,0762.4%FinanceSYKStryker$2,172,0090.0%5,4901.9%MedicalVEAVanguard FTSE Developed Markets ETF$2,084,666$7,867 ▲0.4%36,5671.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,687,772$3,314 ▲0.2%20,3691.5%ManufacturingAAPLApple$1,604,154$205 ▲0.0%7,8181.4%Computer and TechnologyTIPiShares TIPS Bond ETF$1,458,037$144,362 ▼-9.0%13,2511.3%ETFAPHAmphenol$1,374,0080.0%13,9141.2%Computer and TechnologyVNQVanguard Real Estate ETF$1,343,526$46,577 ▲3.6%15,0861.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,058,279$19,390 ▼-1.8%17,6290.9%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,035,337$5,584 ▼-0.5%22,4340.9%ETFQQQInvesco QQQ$933,076$16,002 ▼-1.7%1,6910.8%FinanceAGGiShares Core U.S. Aggregate Bond ETF$926,528$12,102 ▼-1.3%9,3400.8%FinanceIWFiShares Russell 1000 Growth ETF$856,936$849 ▲0.1%2,0180.7%ETFPFFiShares Preferred and Income Securities ETF$843,423$38,872 ▼-4.4%27,4910.7%ETFCTBICommunity Trust Bancorp$825,1810.0%15,5930.7%FinanceIUSViShares Core S&P U.S. Value ETF$762,339$43,908 ▼-5.4%8,0560.7%ManufacturingIWDiShares Russell 1000 Value ETF$740,990$3,302 ▲0.4%3,8150.6%ETFSCZiShares MSCI EAFE Small-Cap ETF$689,485$2,398 ▲0.3%9,4870.6%ETFFRDMFreedom 100 Emerging Markets ETF$651,928$4,525 ▲0.7%16,1370.6%ETFVUSBVanguard Ultra-Short Bond ETF$622,1160.0%12,4760.5%ETFVOOVanguard S&P 500 ETF$613,2370.0%1,0800.5%ETFFBNDFidelity Total Bond ETF$593,1030.0%12,9640.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$534,312$136,650 ▲34.4%3,9570.5%ETFIJHiShares Core S&P Mid-Cap ETF$504,770$13,582 ▼-2.6%8,1390.4%ETFNVDANVIDIA$407,628$1,580 ▲0.4%2,5800.4%Computer and TechnologyAMZNAmazon.com$397,754$3,730 ▲0.9%1,8130.3%Retail/WholesaleVVisa$384,1640.0%1,0820.3%Business ServicesIJRiShares Core S&P Small-Cap ETF$357,5010.0%3,2710.3%ETFCRWDCrowdStrike$346,3310.0%6800.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$325,435$4,254 ▲1.3%1,0710.3%ETFMSFTMicrosoft$306,6210.0%6160.3%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$303,889$1,601 ▲0.5%7,5930.3%ETFBRK.BBerkshire Hathaway$293,4060.0%6040.3%FinanceSCHASchwab US Small-Cap ETF$288,699$936 ▲0.3%11,4110.3%ETFIWOiShares Russell 2000 Growth ETF$273,854$6,289 ▼-2.2%9580.2%ETFVWOVanguard FTSE Emerging Markets ETF$273,389$247 ▲0.1%5,5270.2%ETFIBMInternational Business Machines$261,4700.0%8870.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$260,518$782 ▲0.3%10,6600.2%ETFAVLVAvantis U.S. Large Cap Value ETF$255,605$1,023 ▲0.4%3,7470.2%ETFIWCiShares Micro-Cap ETF$242,1710.0%1,8970.2%ETFMCOMoody's$238,2550.0%4750.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$237,521$234 ▲0.1%8,1320.2%ETFMETAMeta Platforms$233,295$233,295 ▲New Holding3160.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$231,382$1,190 ▲0.5%8,3620.2%ETFIWNiShares Russell 2000 Value ETF$203,353$203,353 ▲New Holding1,2890.2%ETFVVVanguard Large-Cap ETF$203,336$203,336 ▲New Holding7130.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$201,211$201,211 ▲New Holding1,9880.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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