William Howard & CO Financial Advisors Inc Portfolio Holdings

William Howard & CO Financial Advisors Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $111 Million distributed in 52 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 $27.4M, Ishares Barclays with a value of $12.8M, Ishares Russell 2000 ETF with a value of $10.6M, Ishares Tr with a value of $9.46M, and Ishares Russell 3000 ETF with a value of $5.36M.

Examining the 13F form we can see an decrease of $6.73M in the current position value, from $117M to 111M.

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.