Howard Wealth Management, LLC Purchases and Sells in Q3 2025

Howard Wealth Management, LLC

$215 Million
Q3 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	2.9K + 2.74%	$132.9 - $142.03 $385K - $411K	109K $15.3M
JAAA	18.4K + 105.29%	$50.53 - $50.82 $928K - $933K	35.8K $1.82M
FLDR	18.3K + 93.13%	$50.05 - $50.36 $917K - $923K	38K $1.91M
VEU	7.11K + 22.83%	$66.38 - $71.68 $472K - $510K	38.3K $2.73M
BSJQ	25.4K + 25.53%	$23.27 - $23.51 $591K - $597K	125K $2.92M
BSJT	23.8K + 25.74%	$21.35 - $21.7 $509K - $517K	116K $2.51M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCU	80.9K New	$16.67 - $17.03 $1.35M - $1.38M	80.9K $1.37M
ORCL	895 New	$218.96 - $328.33 $196K - $294K	895 $251K
PULS	4.67K New	$49.58 - $49.83 $231K - $233K	4.67K $232K
GSY	4.39K New	$50.08 - $50.37 $220K - $221K	4.39K $220K
SRE	2.4K New	$74.14 - $89.98 $178K - $216K	2.4K $215K
ICSH	4.19K New	$50.52 - $50.75 $212K - $213K	4.19K $212K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-16.5K - 14.41%	$50.47 - $50.74 $834K - $838K	98.1K $4.98M
PFF	-26.1K - 42.64%	$30.67 - $32.13 $799K - $837K	35.1K $1.11M
NVDA	-2.92K - 43.38%	$153.3 - $186.58 $447K - $544K	3.81K $710K
DNL	-6.13K - 24.03%	$38.31 - $41.06 $235K - $251K	19.4K $784K
IWF	-549 - 29.36%	$420.11 - $472.68 $231K - $260K	1.32K $618K
V	-31 - 0.51%	$332.09 - $358.86 $10.3K - $11.1K	6.03K $2.06M

Activity Summary All Purchases 73 New Holdings 13 Increased Positions 60 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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