$579 Million is the total value of Howard Capital Management Inc.'s 44 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | WISDOMTREE TRfloatng rat trea | $14,488,819 | – | 288,220 | +100.0% | 2.50% | – | |
| ROM | New | PROSHARES TR | $9,685,412 | – | 278,597 | +100.0% | 1.67% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $3,172,424 | – | 58,103 | +100.0% | 0.55% | – |
| AVGO | New | BROADCOM INC | $2,551,405 | – | 3,977 | +100.0% | 0.44% | – |
| KLAC | New | KLA CORP | $2,444,517 | – | 6,124 | +100.0% | 0.42% | – |
| AMGN | New | AMGEN INC | $2,421,368 | – | 10,016 | +100.0% | 0.42% | – |
| AMZN | New | AMAZON COM INC | $1,531,792 | – | 14,830 | +100.0% | 0.26% | – |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $1,357,795 | – | 30,113 | +100.0% | 0.24% | – | |
| EA | New | ELECTRONIC ARTS INC | $1,298,090 | – | 10,777 | +100.0% | 0.22% | – |
| CTAS | New | CINTAS CORP | $1,278,848 | – | 2,764 | +100.0% | 0.22% | – |
| BAC | New | BANK AMERICA CORP | $1,199,341 | – | 41,935 | +100.0% | 0.21% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $1,072,478 | – | 10,820 | +100.0% | 0.18% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,069,657 | – | 10,056 | +100.0% | 0.18% | – |
| QUS | New | SPDR SER TRmsci usa strtgic | $916,195 | – | 7,903 | +100.0% | 0.16% | – |
| GIS | New | GENERAL MLS INC | $675,049 | – | 7,899 | +100.0% | 0.12% | – |
| ITA | New | ISHARES TRus aer def etf | $634,896 | – | 5,517 | +100.0% | 0.11% | – |
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $614,531 | – | 22,042 | +100.0% | 0.11% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $389,018 | – | 7,679 | +100.0% | 0.07% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $237,446 | – | 580 | +100.0% | 0.04% | – |
| MCD | New | MCDONALDS CORP | $202,158 | – | 723 | +100.0% | 0.04% | – |
| MUB | New | ISHARES TRnational mun etf | $204,167 | – | 1,895 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE US AGGBD ET ETF | 24 | Q3 2023 | 13.8% |
| ISHARES TRUST RUSSELL 2000 ETF | 24 | Q3 2023 | 13.8% |
| SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | 23 | Q3 2023 | 12.0% |
| SPDR S&P MIDCAP UTSER1 S&PDCRP ETF | 23 | Q3 2023 | 14.4% |
| PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD | 22 | Q3 2023 | 18.2% |
| Microsoft Corporation | 21 | Q3 2023 | 1.2% |
| BRISTOL MYERS SQUIBB CO | 21 | Q3 2023 | 0.5% |
| Vanguard Total Bond Market Index Fund ETF | 19 | Q3 2023 | 1.0% |
| AMAZON COM INC COM | 19 | Q3 2023 | 0.5% |
| VANECK VECTORS AMT FREE LONG MUNICIPAL INDEX ETF | 18 | Q3 2023 | 0.9% |
View Howard Capital Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-31 |
View Howard Capital Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.