Howard-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  null,
  "GOOGL",
  "VDE",
  "DUK",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "WDFC",
  null,
  "MA",
  "MSFT",
  null,
  null,
  null,
  "IJR",
  "VGIT",
  "VHT",
  null,
  "IWF",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "SPDW",
  "IBM",
  null,
  "VNQ",
  "VO",
  "VXF",
  "VV",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "VYM",
  "AMD",
  "SDY",
  "PEG",
  "AMZN",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VFH",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "DVY",
  null,
  null,
  "CRM",
  "DIA",
  null,
  null,
  "SPYV",
  "PAYC",
  "BRK-B",
  "CVX",
  "COST",
  null,
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 115
Total Value: 179439233
Accession Number: 0001172661-25-001746
Form Type: 13F-HR
CIK: howard-wealth-management
Manager Name: Howard-Wealth-Management

Data Enrichment

63% identified

72 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $179.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908736

VUG|922908736

Shares:36.7K

Value:$13.6M

% of Portfolio:7.6% ($13.6M/$179.4M)

921946406

VYM|921946406

Shares:104.4K

Value:$13.5M

% of Portfolio:7.5% ($13.5M/$179.4M)

Apple Inc.

AAPL|037833100

Shares:35.2K

Value:$7.8M

% of Portfolio:4.4% ($7.8M/$179.4M)

922908751

VB|922908751

Shares:32.3K

Value:$7.2M

% of Portfolio:4.0% ($7.2M/$179.4M)

921908844

VIG|921908844

Shares:28.9K

Value:$5.6M

% of Portfolio:3.1% ($5.6M/$179.4M)

46138J825

Shares:234.0K

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$179.4M)

46138J791

Shares:245.5K

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$179.4M)

46138J783

Shares:243.8K

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$179.4M)

46138J643

Shares:227.3K

Value:$4.6M

% of Portfolio:2.6% ($4.6M/$179.4M)

922042742

VT|922042742

Shares:36.9K

Value:$4.3M

% of Portfolio:2.4% ($4.3M/$179.4M)

46138J577

Shares:202.2K

Value:$3.7M

% of Portfolio:2.1% ($3.7M/$179.4M)

922908363

VOO|922908363

Shares:7.2K

Value:$3.7M

% of Portfolio:2.1% ($3.7M/$179.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.6K

Value:$3.7M

% of Portfolio:2.0% ($3.7M/$179.4M)

464287309

IVW|464287309

Shares:33.6K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$179.4M)

921937835

BND|921937835

Shares:41.2K

Value:$3.0M

% of Portfolio:1.7% ($3.0M/$179.4M)

46641Q837

Shares:58.8K

Value:$3.0M

% of Portfolio:1.7% ($3.0M/$179.4M)

464287200

IVV|464287200

Shares:5.0K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$179.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:33.2K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$179.4M)

922908744

VTV|922908744

Shares:15.6K

Value:$2.7M

% of Portfolio:1.5% ($2.7M/$179.4M)

46138J817

Shares:108.2K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$179.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	36.7K	QoQ -2.44% (-921) YoY +3.17% (+1.1K)	All Managers (Combined)	$13.6M	7.6% ($13.6M/$179.4M)	QoQ -11.86% (-$1.8M) YoY +11.15% (+$1.4M)
(VYMcusip921946406)	104.4K	QoQ -2.09% (-2.2K) YoY +5.75% (+5.7K)	All Managers (Combined)	$13.5M	7.5% ($13.5M/$179.4M)	QoQ -1.04% (-$142.2K) YoY +12.71% (+$1.5M)
Apple Inc.(AAPLcusip037833100)	35.2K	QoQ -0.70% (-252) YoY +2.66% (+916)	All Managers (Combined)	$7.8M	4.4% ($7.8M/$179.4M)	QoQ -11.92% (-$1.1M) YoY +32.99% (+$1.9M)
(VBcusip922908751)	32.3K	QoQ -3.88% (-1.3K) YoY +1.52% (-484)	All Managers (Combined)	$7.2M	4.0% ($7.2M/$179.4M)	QoQ -11.29% (-$910.7K) YoY -1.51% (-$109.8K)
(VIGcusip921908844)	28.9K	QoQ -2.90% (-867) YoY -0.75% (-221)	All Managers (Combined)	$5.6M	3.1% ($5.6M/$179.4M)	QoQ -3.82% (-$223.0K) YoY +5.42% (-$289.0K)
(cusip46138J825)✕	234.0K	QoQ -0.50% (-1.2K) YoY NEW(+234.0K)	All Managers (Combined)	$4.8M	2.7% ($4.8M/$179.4M)	QoQ -0.35% (-$17.4K) YoY NEW(+$4.8M)
(cusip46138J791)✕	245.5K	QoQ -1.05% (-2.6K) YoY NEW(+245.5K)	All Managers (Combined)	$4.8M	2.7% ($4.8M/$179.4M)	QoQ -0.79% (-$38.3K) YoY NEW(+$4.8M)
(cusip46138J783)✕	243.8K	QoQ -0.24% (-600) YoY NEW(+243.8K)	All Managers (Combined)	$4.8M	2.7% ($4.8M/$179.4M)	QoQ +0.31% (-$15.1K) YoY NEW(+$4.8M)
(cusip46138J643)✕	227.3K	QoQ -1.66% (-3.9K) YoY NEW(+227.3K)	All Managers (Combined)	$4.6M	2.6% ($4.6M/$179.4M)	QoQ -0.59% (-$27.5K) YoY NEW(+$4.6M)
(VTcusip922042742)	36.9K	QoQ -2.80% (-1.1K) YoY -1.89% (-711)	All Managers (Combined)	$4.3M	2.4% ($4.3M/$179.4M)	QoQ -4.06% (-$181.4K) YoY +2.94% (-$122.6K)
(cusip46138J577)✕	202.2K	QoQ -1.54% (-3.2K) YoY NEW(+202.2K)	All Managers (Combined)	$3.7M	2.1% ($3.7M/$179.4M)	QoQ -0.52% (-$19.8K) YoY NEW(+$3.7M)
(VOOcusip922908363)	7.2K	QoQ -3.51% (-263) YoY +29.01% (+1.6K)	All Managers (Combined)	$3.7M	2.1% ($3.7M/$179.4M)	QoQ -7.96% (-$321.3K) YoY +37.92% (+$1.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.6K	QoQ -0.27% (-18) YoY -1.80% (-121)	All Managers (Combined)	$3.7M	2.0% ($3.7M/$179.4M)	QoQ -4.80% (-$185.3K) YoY +5.01% (-$175.4K)
(IVWcusip464287309)	33.6K	QoQ -1.89% (-650) YoY -10.92% (-4.1K)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$179.4M)	QoQ -10.30% (-$358.3K) YoY -2.07% (-$66.0K)
(BNDcusip921937835)	41.2K	QoQ +1.21% (+496) YoY +140.60% (+24.1K)	All Managers (Combined)	$3.0M	1.7% ($3.0M/$179.4M)	QoQ +3.38% (+$99.1K) YoY +143.32% (+$1.8M)
(cusip46641Q837)✕	58.8K	QoQ NEW(+58.8K) YoY NEW(+58.8K)	All Managers (Combined)	$3.0M	1.7% ($3.0M/$179.4M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(IVVcusip464287200)	5.0K	QoQ -3.75% (-195) YoY -3.01% (-155)	All Managers (Combined)	$2.8M	1.6% ($2.8M/$179.4M)	QoQ -8.13% (-$248.3K) YoY +3.67% (-$99.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	33.2K	QoQ +0.47% (+156) YoY +1.04% (+343)	All Managers (Combined)	$2.8M	1.6% ($2.8M/$179.4M)	QoQ +12.12% (+$303.0K) YoY +270.62% (+$2.0M)
(VTVcusip922908744)	15.6K	QoQ -0.15% (-25) YoY +0.65% (+102)	All Managers (Combined)	$2.7M	1.5% ($2.7M/$179.4M)	QoQ +1.86% (-$49.5K) YoY +6.76% (+$171.1K)
(cusip46138J817)✕	108.2K	QoQ +0.30% (+333) YoY NEW(+108.2K)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$179.4M)	QoQ +0.22% (+$5.5K) YoY NEW(+$2.5M)