Howard Wealth Management, LLC Sells in Q4 2025

Howard Wealth Management, LLC

  • $221 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-2.67K
- 44.19%
$325.75 - $352.42 $868K - $939K
3.37K $1.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.03K
- 9.2%
$50.57 - $50.77 $456K - $458K
89.1K $4.51M
COST
Costco Wholesale Corp

Consumer Defensive
-465
- 41.59%
$910.94 - $954.99 $424K - $444K
653 $595K
PLTR
Palantir Technologies Inc.

Technology
-174
- 0.54%
$172.14 - $207.18 $30K - $36K
32.3K $5.61M
META
Meta Platforms, Inc.

Communication Services
-3
- 0.16%
$609.01 - $751.67 $1.83K - $2.26K
1.83K $1.11M
DNL
Wiswisdomtree Tr

ETFs
-5.49K
- 28.35%
$39.73 - $41.86 $218K - $230K
13.9K $566K
VIG
Vanguard Dividend Appreciation

ETFs
-972
- 3.46%
N/A
27.1K $4.93M
JPM
Jpmorgan Chase & CO

Financial Services
-363
- 9.89%
$294.11 - $320.41 $107K - $116K
3.31K $993K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-2.35K
- 2.06%
$13.49 - $14.59 $31.7K - $34.3K
112K $1.58M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.45K
- 15.66%
$44.68 - $47.47 $109K - $116K
13.2K $619K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-5.1K
- 5.57%
$17.44 - $18.04 $88.9K - $91.9K
86.3K $1.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
-913
- 2.84%
$118.29 - $126.28 $108K - $115K
31.2K $3.78M
MA
Mastercard Inc

Financial Services
-70
- 3.6%
$536.85 - $580.45 $37.6K - $40.6K
1.87K $1.01M
VTI
Vanguard Total Stock Market Et

ETFs
-339
- 4.66%
$321.8 - $337.95 $109K - $115K
6.94K $2.29M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-469
- 1.95%
$88.49 - $93.64 $41.5K - $43.9K
23.5K $2.08M
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.48K
- 5.12%
$25.2 - $25.57 $62.6K - $63.5K
46K $1.16M
VXF
Vanguard Extended Market ETF

ETFs
-221
- 3.57%
$204.22 - $215.05 $45.1K - $47.5K
5.97K $1.22M
VV
Vanguard Large Cap ETF

ETFs
-295
- 3.68%
$301.9 - $317.98 $89.1K - $93.8K
7.73K $2.4M
VT
Vanguard Total World Stk Index

ETFs
-868
- 2.37%
$135.16 - $141.78 $117K - $123K
35.8K $4.98M
MSFT
Microsoft Corp

Technology
-63
- 1.84%
$496.82 - $542.07 $31.3K - $34.2K
3.36K $1.7M
PFFV
Global X Variable Rate Preferr

Technology
-2.67K
- 20.76%
$22.67 - $23.17 $60.5K - $61.8K
10.2K $230K
ITA
Ishares Tr

ETFs
-204
- 3.0%
$205.04 - $218.9 $41.8K - $44.7K
6.59K $1.36M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-341
- 3.71%
$136.06 - $140.64 $46.4K - $48K
8.84K $1.22M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-145
- 9.17%
$454.87 - $482.76 $66K - $70K
1.44K $677K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.37%
$358.03 - $397.02 $1.43K - $1.59K
1.08K $387K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.46K
- 17.15%
$20.77 - $20.97 $51K - $51.5K
11.9K $248K
PG
Procter & Gamble CO

Consumer Defensive
-178
- 9.2%
$145.5 - $153.18 $25.9K - $27.3K
1.76K $256K
ITB
Ishares Tr

ETFs
-46
- 1.51%
$97.11 - $109.24 $4.47K - $5.03K
3K $290K
VFH
Vanguard Financial ETF

ETFs
-87
- 1.29%
$125.75 - $131.12 $10.9K - $11.4K
6.66K $850K
IWM
Ishares Russell 2000 ETF

ETFs
-59
- 1.77%
$236.79 - $250.33 $14K - $14.8K
3.27K $776K
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 0.58%
$653.02 - $687.39 $24.8K - $26.1K
6.51K $4.33M
LMT
Lockheed Martin Corp

Industrials
-9
- 1.54%
$452.1 - $514.24 $4.07K - $4.63K
576 $271K
VO
Vanguard Mid Cap ETF

ETFs
-26
- 1.37%
$286.27 - $296.23 $7.44K - $7.7K
1.87K $536K
NVDA
Nvidia Corp

Technology
-75
- 1.97%
$179.83 - $207.04 $13.5K - $15.5K
3.73K $696K
VGT
Vanguard Information Technolog

ETFs
-32
- 2.96%
$736.33 - $801.52 $23.6K - $25.6K
1.05K $793K
XLF
Financial Sector Spdr

ETFs
-130
- 3.25%
$51.76 - $53.77 $6.73K - $6.99K
3.87K $202K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-184
- 3.35%
$78.97 - $83.03 $14.5K - $15.3K
5.31K $430K
ABBV
Abb Vie Inc.

Healthcare
-46
- 2.59%
$211.96 - $244.38 $9.75K - $11.2K
1.73K $404K
XOM
Exxon Mobil Corp

Energy
-255
- 5.43%
$110.64 - $119.78 $28.2K - $30.5K
4.44K $522K
AOR
Ishares Tr Core Growth Allocat

ETFs
-69
- 1.6%
$63.43 - $65.6 $4.38K - $4.53K
4.23K $273K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.8%
$293.81 - $310.11 $2.64K - $2.79K
1.12K $340K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-367
- 1.69%
$54.27 - $56.85 $19.9K - $20.9K
21.4K $1.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 0.92%
$358.39 - $376.54 $3.23K - $3.39K
969 $356K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-187
- 1.41%
$63.56 - $66.72 $11.9K - $12.5K
13.1K $864K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.38%
$459.47 - $491.71 $2.3K - $2.46K
1.32K $619K
MRK
Merck & Co., Inc.

Healthcare
-314
- 7.45%
$82.49 - $92.93 $25.9K - $29.2K
3.9K $362K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-37
- 0.26%
$38.94 - $40.08 $1.44K - $1.48K
14.4K $576K
IOO
Ishares Tr Global 100 ETF

ETFs
-344
- 2.67%
$118.15 - $126.87 $40.6K - $43.6K
12.6K $1.57M
GOOG
Alphabet Inc.

Communication Services
-871
- 12.79%
$237.49 - $291.74 $207K - $254K
5.94K $1.7M
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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