$184 Million is the total value of HOWARD WEALTH MANAGEMENT, LLC's 132 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGBH | New | ISHARES US ETF TRUST INT RT HD LG TRM CORP BDint rt hd long | $252,000 | – | 10,475 | +100.0% | 0.14% | – |
| LMBS | New | FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETFfst low oppt eft | $239,000 | – | 4,900 | +100.0% | 0.13% | – |
| SRE | New | SEMPRA COM | $235,000 | – | 1,400 | +100.0% | 0.13% | – |
| XOM | New | EXXON MOBIL CORPORATION COM | $221,000 | – | 2,678 | +100.0% | 0.12% | – |
| ED | New | CONSOLIDATED EDISON INC COM | $208,000 | – | 2,202 | +100.0% | 0.11% | – |
| DE | New | DEERE & CO COM | $207,000 | – | 500 | +100.0% | 0.11% | – |
| FLRN | New | SPDR SPDR BLMBERG INVST GRADEblomberg brc inv | $203,000 | – | 6,665 | +100.0% | 0.11% | – |
| HYD | New | VANECK ETF TRUST VANECK HIGH YIELD MUNI ETFhigh yld mun etf | $200,000 | – | 3,490 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 16 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 8.8% |
| PIMCO ETF TRUST ENHAN SHRT MA AC ETF | 16 | Q3 2023 | 11.1% |
| VANGUARD SMALL CP ETF | 16 | Q3 2023 | 6.0% |
| APPLE INC COM | 16 | Q3 2023 | 5.9% |
| NUVEEN S&P 500 DYNAMIC OVERWRI COM | 16 | Q3 2023 | 5.0% |
| ISHARES TRUST PFD AND INCM SEC ETF | 16 | Q3 2023 | 4.2% |
| SPDR S&P500 ETF TRUST TR UNIT ETF | 16 | Q3 2023 | 2.6% |
| PUTNAM PREMIER INCOME TRUST SH BEN INT | 16 | Q3 2023 | 3.5% |
| ISHARES TRUST S&P 500 GRWT ETF | 16 | Q3 2023 | 2.5% |
View HOWARD WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-18 |
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.