William Howard & CO Financial Advisors Inc Portfolio Holdings by Sector

William Howard & CO Financial Advisors Inc

$117 Million
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEF IWM ICF IWV IEFA BND IUSG 40 stocks	$106,995 92.03% of portfolio	25	8	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$1,977 1.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,800 1.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$1,765 1.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CTBI 1 stocks	$845 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD MSFT 2 stocks	$621 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$396 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$352 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$307 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$269 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$263 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$227 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$222 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$217 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts

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