$108 Million is the total value of HOWARD WEALTH MANAGEMENT, LLC's 95 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DE | Exit | DEERE & CO | $0 | – | -500 | -100.0% | -0.18% | – |
SQ | Exit | BLOCK INCcl a | $0 | – | -3,058 | -100.0% | -0.18% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,310 | -100.0% | -0.18% | – |
VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -4,400 | -100.0% | -0.18% | – |
SYK | Exit | STRYKER CORPORATION | $0 | – | -703 | -100.0% | -0.19% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -758 | -100.0% | -0.20% | – |
TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,275 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.