William Howard & CO Financial Advisors Inc Portfolio Holdings by Sector

William Howard & CO Financial Advisors Inc

$111 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEF IWM ICF IWV IEFA BND IEI 39 stocks	$101,856 92.91% of portfolio	21	14	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,015 1.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$1,977 1.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$966 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CTBI 1 stocks	$827 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$395 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$342 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$303 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$285 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD 1 stocks	$233 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$225 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$210 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

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