William Howard & CO Financial Advisors Inc Portfolio Holdings

William Howard & CO Financial Advisors Inc has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $117 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.5M, Ishares Barclays with a value of $12.5M, Ishares Russell 2000 ETF with a value of $11.3M, Ishares Tr with a value of $9.73M, and Ishares Russell 3000 ETF with a value of $5.43M.

Examining the 13F form we can see an increase of $113K in the current position value, from $116M to 117M.

William Howard & CO Financial Advisors Inc is based out at Memphis, TN

Below you can find more details about William Howard & CO Financial Advisors Inc portfolio as well as his latest detailed transactions.