Howard Wealth Management, LLC Reduced Holdings in Q3 2025

Howard Wealth Management, LLC

  • $215 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16.5K
- 14.41%
$50.47 - $50.74 $834K - $838K
98.1K $4.98M
PFF
Ishares Trust Ishares Pfd And

ETFs
-26.1K
- 42.64%
$30.67 - $32.13 $799K - $837K
35.1K $1.11M
NVDA
Nvidia Corp

Technology
-2.92K
- 43.38%
$153.3 - $186.58 $447K - $544K
3.81K $710K
DNL
Wiswisdomtree Tr

ETFs
-6.13K
- 24.03%
$38.31 - $41.06 $235K - $251K
19.4K $784K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-549
- 29.36%
$420.11 - $472.68 $231K - $260K
1.32K $618K
V
Visa Inc.

Financial Services
-31
- 0.51%
$332.09 - $358.86 $10.3K - $11.1K
6.03K $2.06M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.5K
- 1.5%
$20.66 - $20.74 $72.2K - $72.5K
230K $4.76M
VZ
Verizon Communications Inc

Communication Services
-1.03K
- 17.76%
$40.84 - $45.06 $42.2K - $46.6K
4.79K $210K
PFFV
Global X Variable Rate Preferr

Technology
-1.38K
- 9.7%
$22.87 - $23.38 $31.6K - $32.3K
12.8K $297K
LLY
Eli Lilly & CO

Healthcare
-19
- 2.9%
$625.65 - $812.69 $11.9K - $15.4K
637 $486K
META
Meta Platforms, Inc.

Communication Services
-11
- 0.6%
$695.21 - $791.73 $7.65K - $8.71K
1.83K $1.34M
VTV
Vanguard Value ETF

ETFs
-868
- 5.53%
$175.51 - $186.57 $152K - $162K
14.8K $2.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-68
- 5.7%
$291.67 - $316.99 $19.8K - $21.6K
1.13K $342K
MA
Mastercard Inc

Financial Services
-28
- 1.42%
$550.18 - $598.96 $15.4K - $16.8K
1.94K $1.11M
XLF
Financial Sector Spdr

ETFs
-13
- 0.32%
$51.37 - $54.25 $668 - $705
4K $215K
VDE
Vanguard Energy ETF

ETFs
-11
- 0.61%
$118.37 - $129.65 $1.3K - $1.43K
1.79K $224K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 1.03%
$459.11 - $506.91 $3.67K - $4.06K
770 $387K
DVY
Ishares Tr

ETFs
-34
- 2.11%
$133.88 - $142.57 $4.55K - $4.85K
1.57K $223K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-180
- 3.17%
$74.93 - $80.73 $13.5K - $14.5K
5.49K $442K
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.26%
$77.6 - $87.37 $854 - $961
4.22K $353K
VO
Vanguard Mid Cap ETF

ETFs
-8
- 0.42%
$279.83 - $293.74 $2.24K - $2.35K
1.9K $557K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.02%
$87.29 - $93.61 $87.3 - $93.6
6.36K $593K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-200
- 1.49%
$61.22 - $65.41 $12.2K - $13.1K
13.2K $863K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5
- 0.14%
$108.46 - $120.63 $542 - $603
3.48K $413K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-588
- 2.64%
$52.12 - $55.33 $30.6K - $32.5K
21.7K $1.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6
- 0.38%
$435.72 - $463.74 $2.61K - $2.78K
1.58K $733K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-33
- 0.36%
$136.48 - $142.97 $4.5K - $4.72K
9.18K $1.29M
MSFT
Microsoft Corp

Technology
-52
- 1.5%
$491.09 - $535.64 $25.5K - $27.9K
3.42K $1.77M
VHT
Vanguard Health Care ETF

ETFs
-8
- 0.14%
$239.12 - $259.95 $1.91K - $2.08K
5.63K $1.46M
JPM
Jpmorgan Chase & CO

Financial Services
-61
- 1.64%
$282.78 - $316.06 $17.2K - $19.3K
3.67K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
-6
- 0.18%
$214.92 - $244.84 $1.29K - $1.47K
3.33K $805K
VXF
Vanguard Extended Market ETF

ETFs
-68
- 1.09%
$193.58 - $213.07 $13.2K - $14.5K
6.19K $1.29M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-85
- 0.44%
$50.48 - $57.12 $4.29K - $4.86K
19.2K $1.07M
VV
Vanguard Large Cap ETF

ETFs
-309
- 3.71%
$285.05 - $309.14 $88.1K - $95.5K
8.02K $2.47M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.05%
$546.99 - $602.2 $547 - $602
2.04K $1.22M
ITA
Ishares Tr

ETFs
-4
- 0.06%
$184.73 - $209.26 $739 - $837
6.8K $1.42M
VTI
Vanguard Total Stock Market Et

ETFs
-75
- 1.02%
$303.93 - $329.86 $22.8K - $24.7K
7.28K $2.39M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.43K
- 4.27%
$108.97 - $121.65 $156K - $174K
32.1K $3.88M
TSLA
Tesla, Inc.

Consumer Cyclical
-288
- 10.22%
$293.94 - $444.72 $84.7K - $128K
2.53K $1.13M
VB
Vanguard Small Cap ETF

ETFs
-559
- 1.73%
$237.58 - $259.17 $133K - $145K
31.7K $8.07M
GOOG
Alphabet Inc.

Communication Services
-11
- 0.16%
$175.16 - $255.24 $1.93K - $2.81K
6.81K $1.66M
GOOGL
Alphabet Inc.

Communication Services
-37
- 0.47%
$174.36 - $254.72 $6.45K - $9.42K
7.87K $1.91M
VUG
Vanguard Growth ETF

ETFs
-852
- 2.32%
$433.97 - $484.08 $370K - $412K
35.9K $17.2M
AAPL
Apple Inc.

Technology
-2.24K
- 6.41%
$202.38 - $256.87 $453K - $575K
32.7K $8.33M
PLTR
Palantir Technologies Inc.

Technology
-373
- 1.14%
$130.68 - $186.97 $48.7K - $69.7K
32.4K $5.92M
Activity Summary
Buys All Purchases 73 New Holdings 13 Increased Positions 60 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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