| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 19 | Q2 2024 | 9.7% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 10.6% |
| VANGUARD SMALL CP ETF | 19 | Q2 2024 | 6.0% |
| APPLE INC COM | 19 | Q2 2024 | 5.9% |
| ISHARES TRUST PFD AND INCM SEC ETF | 19 | Q2 2024 | 4.2% |
| SPDR S&P500 ETF TRUST TR UNIT ETF | 19 | Q2 2024 | 2.8% |
| ISHARES TRUST S&P 500 GRWT ETF | 19 | Q2 2024 | 2.7% |
| VANGUARD VALUE ETF | 19 | Q2 2024 | 2.2% |
| VANGUARD TOTAL STK MKT ETF | 19 | Q2 2024 | 1.7% |
| VANGUARD S&P 500 ETF SHS | 19 | Q2 2024 | 2.3% |
View HOWARD WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| N-PX | 2024-08-02 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-09 |
View HOWARD WEALTH MANAGEMENT, LLC'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.