$740 Million is the total value of Howard Capital Management Inc.'s 58 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CWB | New | SPDR SER TRbbg conv sec etf | $130,475,961 | – | 1,865,275 | +100.0% | 17.63% | – |
| New | DIREXION SHS ETF TRdirexion hcm | $83,361,172 | – | 3,207,914 | +100.0% | 11.26% | – | |
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $20,281,090 | – | 225,396 | +100.0% | 2.74% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,388,999 | – | 33,762 | +100.0% | 0.32% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $2,371,576 | – | 10,078 | +100.0% | 0.32% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $1,488,357 | – | 1,558 | +100.0% | 0.20% | – |
| QCOM | New | QUALCOMM INC | $1,397,292 | – | 11,738 | +100.0% | 0.19% | – |
| IYW | New | ISHARES TRu.s. tech etf | $1,271,166 | – | 11,676 | +100.0% | 0.17% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $1,185,415 | – | 17,783 | +100.0% | 0.16% | – |
| GLD | New | SPDR GOLD TR | $1,140,154 | – | 6,396 | +100.0% | 0.15% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,082,145 | – | 9,500 | +100.0% | 0.15% | – |
| AIQ | New | GLOBAL X FDSartificial etf | $940,113 | – | 33,589 | +100.0% | 0.13% | – |
| SOXX | New | ISHARES TRishares semicdtr | $942,996 | – | 1,859 | +100.0% | 0.13% | – |
| FLQL | New | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $427,024 | – | 9,498 | +100.0% | 0.06% | – |
| LVHI | New | LEGG MASON ETF INVTfranklin intl lw | $405,566 | – | 14,916 | +100.0% | 0.06% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $378,724 | – | 12,578 | +100.0% | 0.05% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $253,545 | – | 13,009 | +100.0% | 0.03% | – |
| New | UBS AG LONDON BRANCHen lg cp grwth | $237,341 | – | 397 | +100.0% | 0.03% | – | |
| SO | New | SOUTHERN CO | $220,726 | – | 3,142 | +100.0% | 0.03% | – |
| HD | New | HOME DEPOT INC | $206,576 | – | 665 | +100.0% | 0.03% | – |
| JNJ | New | JOHNSON & JOHNSON | $200,941 | – | 1,214 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-03
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.