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William Howard & Co Financial Advisors Inc Top Holdings and 13F Report (2024)

About William Howard & Co Financial Advisors Inc

Investment Activity

  • William Howard & Co Financial Advisors Inc has $106.66 thousand in total holdings as of March 31, 2024.
  • William Howard & Co Financial Advisors Inc owns shares of 45 different stocks, but just 11 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofWilliam Howard & Co Financial Advisors Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$26,02249,49724.4%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$16,733176,78115.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$10,11548,1009.5%Finance
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$8,991155,8268.4%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$5,39417,9755.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$3,74232,3113.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,73550,3113.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,68650,7603.5%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$2,64522,5662.5%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,51831,5242.4%Finance
Stryker Co. stock logo
SYK
Stryker
$1,9655,4901.8%Medical
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$1,85117,2411.7%ETF
Apple Inc. stock logo
AAPL
Apple
$1,6739,7581.6%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,64920,1691.5%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,18923,6981.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,16911,9391.1%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,08812,5821.0%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$1,00323,7980.9%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$88527,4540.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$88517,1440.8%ETF
Amphenol Co. stock logo
APH
Amphenol
$8517,3800.8%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$7718,5200.7%Manufacturing
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$75211,8620.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$6762,0070.6%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$6683,7270.6%ETF
Community Trust Bancorp, Inc. stock logo
CTBI
Community Trust Bancorp
$66315,5440.6%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5361,2070.5%Finance
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$5001,8460.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4248820.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3726,1170.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$3613,1310.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3471,9300.3%Retail/Wholesale
Alpha Architect Freedom 100 Emerging Market ETF stock logo
FRDM
Alpha Architect Freedom 100 Emerging Market ETF
$3349,8930.3%ETF
Visa Inc. stock logo
V
Visa
$3301,1820.3%Business Services
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2805,6920.3%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$2597,2670.2%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$2363,6690.2%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$2301,8970.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2223,5690.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2225290.2%Finance
Workday, Inc. stock logo
WDAY
Workday
$2188000.2%Computer and Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2062,7110.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$2051,2890.2%ETF
Pitney Bowes Inc. stock logo
PBI
Pitney Bowes
$5211,9050.0%Computer and Technology
Virios Therapeutics, Inc. stock logo
VIRI
Virios Therapeutics
$510,0720.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data: