William Howard & CO Financial Advisors Inc Purchases in Q4 2024

William Howard & CO Financial Advisors Inc

  • $111 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.13K
New
$117.0 - $148.88 $249K - $317K
2.13K $285K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.03K
+ 86.94%
$44.87 - $46.86 $271K - $283K
13K $582K
CRWD
Crowd Strike Holdings, Inc.

Technology
680
New
$275.15 - $388.2 $187K - $264K
680 $233K
IEFA
Ishares Tr

ETFs
6.79K
+ 13.0%
$70.06 - $77.43 $476K - $526K
59K $4.15M
IWM
Ishares Russell 2000 ETF

ETFs
303
+ 0.64%
$216.13 - $242.4 $65.5K - $73.4K
47.9K $10.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.1%
$370.24 - $418.94 $740 - $838
2.01K $809K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67
+ 6.63%
$521.84 - $558.82 $35K - $37.4K
1.08K $581K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.25K
+ 300.24%
$25.93 - $105.3 $162K - $658K
8.33K $232K
AVLV
American Centy ETF Tr Avantis
17
+ 0.46%
$65.51 - $71.22 $1.11K - $1.21K
3.72K $248K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7K
+ 194.96%
$22.4 - $68.28 $157K - $478K
10.6K $246K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
29
+ 1.48%
$105.45 - $117.99 $3.06K - $3.42K
1.99K $211K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.62K
+ 98.03%
$25.33 - $51.16 $142K - $287K
11.3K $293K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.53K
+ 201.64%
$25.79 - $80.4 $143K - $445K
8.27K $216K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$113.92 - $127.38 $114 - $127
3.27K $376K
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.53%
$183.23 - $199.79 $3.66K - $4K
3.78K $700K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48
+ 0.88%
$44.04 - $49.49 $2.11K - $2.38K
5.52K $243K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54
+ 0.27%
$81.68 - $82.93 $4.41K - $4.48K
20.3K $1.66M
FNDF
Schwab Fundamental Intl Large

ETFs
220
+ 3.0%
$32.92 - $37.15 $7.24K - $8.17K
7.55K $251K
PFF
Ishares Trust Ishares Pfd And

ETFs
340
+ 1.25%
$31.23 - $33.51 $10.6K - $11.4K
27.5K $865K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
45
+ 0.28%
$32.68 - $36.28 $1.47K - $1.63K
16.2K $529K
VNQ
Vanguard Specialized Funds Van

ETFs
392
+ 2.79%
$87.85 - $98.6 $34.4K - $38.7K
14.5K $1.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
621
+ 1.11%
$71.75 - $75.11 $44.6K - $46.6K
56.8K $4.08M
VEA
Vanguard Ftse Developed Market

ETFs
260
+ 0.71%
$47.57 - $52.44 $12.4K - $13.6K
36.7K $1.76M
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track William Howard & CO Financial Advisors Inc Portfolio

Follow William Howard & CO Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of William Howard & CO Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on William Howard & CO Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email