William Howard & CO Financial Advisors Inc Portfolio Holdings
William Howard & CO Financial Advisors Inc
- $111 Million
- Q4 2024
William Howard & CO Financial Advisors Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $111 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.4M, Ishares Barclays with a value of $12.8M, Ishares Russell 2000 ETF with a value of $10.6M, Ishares Tr with a value of $9.46M, and Ishares Russell 3000 ETF with a value of $5.36M.
Examining the 13F form we can see an decrease of $6.73M in the current position value, from $117M to 111M.
William Howard & CO Financial Advisors Inc is based out at Memphis, TN
Below you can find more details about William Howard & CO Financial Advisors Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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