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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46138J635

Shares:99.3K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$179.4M)

46138J585

Shares:98.6K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$179.4M)

46138J452

Shares:98.3K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$179.4M)

922908637

VV|922908637

Shares:8.2K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$179.4M)

VISA INC.

V|92826C839

Shares:6.0K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$179.4M)

922908769

VTI|922908769

Shares:7.4K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$179.4M)

46138J395

Shares:95.2K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$179.4M)

464288687

Shares:64.4K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$179.4M)

78464A359

Shares:23.7K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$179.4M)

922042775

VEU|922042775

Shares:29.3K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$179.4M)

921909768

VXUS|921909768

Shares:28.5K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$179.4M)

46138G870

Shares:73.1K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$179.4M)

AMAZON COM INC

AMZN|023135106

Shares:8.9K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$179.4M)

92189F486

Shares:63.8K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$179.4M)

92189F429

Shares:94.0K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$179.4M)

92204A504

VHT|92204A504

Shares:5.7K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$179.4M)

92189F411

Shares:78.9K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$179.4M)

MICROSOFT CORP

MSFT|594918104

Shares:3.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$179.4M)

922908553

VNQ|922908553

Shares:14.2K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$179.4M)

78464A763

SDY|78464A763

Shares:9.3K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$179.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J635)✕	99.3K	QoQ +0.05% (-58) YoY NEW(+99.3K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$179.4M)	QoQ -0.30% (-$7.1K) YoY NEW(+$2.3M)
(cusip46138J585)✕	98.6K	QoQ 0.00% (+0) YoY NEW(+98.6K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$179.4M)	QoQ +0.02% (+$474) YoY NEW(+$2.2M)
(cusip46138J452)✕	98.3K	QoQ -0.10% (-100) YoY NEW(+98.3K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$179.4M)	QoQ -0.28% (-$6.1K) YoY NEW(+$2.1M)
(VVcusip922908637)	8.2K	QoQ +1.00% (-82) YoY +13.65% (+987)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$179.4M)	QoQ -3.73% (-$81.9K) YoY +21.85% (+$378.7K)
VISA INC.(Vcusip92826C839)	6.0K	QoQ +1.00% (+60) YoY +75.68% (+2.6K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$179.4M)	QoQ +12.02% (+$226.2K) YoY +120.66% (+$1.2M)
(VTIcusip922908769)	7.4K	QoQ -4.79% (-375) YoY -5.68% (-449)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$179.4M)	QoQ -9.70% (-$219.9K) YoY -0.25% (-$5.3K)
(cusip46138J395)✕	95.2K	QoQ -0.24% (-235) YoY NEW(+95.2K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$179.4M)	QoQ -1.71% (-$34.9K) YoY NEW(+$2.0M)
(cusip464288687)✕	64.4K	QoQ -19.39% (-15.5K) YoY -29.39% (-26.8K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$179.4M)	QoQ -21.21% (-$533.0K) YoY -32.68% (-$961.1K)
(cusip78464A359)✕	23.7K	QoQ -0.99% (-237) YoY +6.54% (+1.5K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$179.4M)	QoQ -2.60% (-$48.5K) YoY +11.77% (+$190.9K)
(VEUcusip922042775)	29.3K	QoQ -7.57% (-2.4K) YoY +0.34% (+100)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$179.4M)	QoQ -2.34% (-$42.7K) YoY +3.78% (+$64.8K)
(VXUScusip921909768)	28.5K	QoQ -0.77% (-222) YoY +21.36% (+5.0K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$179.4M)	QoQ +4.56% (-$77.4K) YoY +24.99% (+$354.3K)
(cusip46138G870)✕	73.1K	QoQ +10.77% (+7.1K) YoY NEW(+73.1K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$179.4M)	QoQ +11.00% (+$175.7K) YoY NEW(+$1.8M)
AMAZON COM INC(AMZNcusip023135106)	8.9K	QoQ -2.52% (-231) YoY -2.91% (-268)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$179.4M)	QoQ -15.46% (-$310.3K) YoY +2.39% (-$39.7K)
(cusip92189F486)✕	63.8K	QoQ +17.41% (+9.5K) YoY +479.46% (+52.8K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$179.4M)	QoQ +17.87% (+$247.2K) YoY +480.37% (+$1.3M)
(cusip92189F429)✕	94.0K	QoQ +9.76% (+8.4K) YoY +191.33% (+61.7K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$179.4M)	QoQ +6.64% (+$98.2K) YoY +176.02% (+$1.0M)
(VHTcusip92204A504)	5.7K	QoQ -1.26% (-73) YoY +9.24% (+481)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$179.4M)	QoQ +3.02% (-$44.2K) YoY +6.92% (+$97.4K)
(cusip92189F411)✕	78.9K	QoQ +10.34% (+7.4K) YoY +678.16% (+68.8K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$179.4M)	QoQ +11.21% (+$133.3K) YoY +671.72% (+$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	3.5K	QoQ -1.29% (-46) YoY -0.02% (-1)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$179.4M)	QoQ -12.09% (-$181.6K) YoY -10.79% (-$159.7K)
(VNQcusip922908553)	14.2K	QoQ -1.66% (-240) YoY +8.10% (+1.1K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$179.4M)	QoQ -0.04% (-$612) YoY +13.18% (+$149.8K)
(SDYcusip78464A763)	9.3K	QoQ -2.24% (-214) YoY -1.06% (-100)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$179.4M)	QoQ +0.40% (-$5.1K) YoY +2.28% (-$28.2K)