HoldingsChannel.com
Howard Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Howard Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Howard Wealth Management LLC. In the Howard Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Howard Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Howard Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
PIMCO ETF TRUST ENHAN SHRT MA AC ETF (MINT) 106,050 -9,723 $10,510
     MINT106,050-9,723$10,510
VANGUARD HIGH DIV YLD ETF (VYM) 79,774 -15,657 $8,113
     VYM79,774-15,657$8,113
VANGUARD GROWTH ETF (VUG) 34,066 -367 $7,592
     VUG34,066-367$7,592
VANGUARD SMALL CP ETF (VB) 31,973 -1,116 $5,630
     VB31,973-1,116$5,630
VANGUARD TOTAL BND MRKT ETF (BND) 66,475 -10,301 $5,002
     BND66,475-10,301$5,002
JP MORGAN ETF TRUST ULTRA SHRT INC ETF (JPST) 98,505 -33,897 $4,934
     JPST98,505-33,897$4,934
NUVEEN S&P 500 DYNAMIC OVERWRI COM 301,673 -499 $4,724
     SPXX301,673-499$4,724
EATON VANCE LTD COM 313,018 -10,545 $3,233
     EVV313,018-10,545$3,233
APPLE INC COM 22,186 -11,728 $3,033
     AAPL22,186-11,728$3,033
PUTNAM PREMIER INCOME TRUST SH BEN INT 702,410 -4,075 $2,669
     PPT702,410-4,075$2,669
ISHARES TRUST S&P 500 GRWT ETF (IVW) 38,482 -50 $2,322
     IVW38,482-50$2,322
ISHARES TRUST PFD AND INCM SEC ETF (PFF) 70,083 -53,728 $2,304
     PFF70,083-53,728$2,304
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF (SRLN) 55,008 +140 $2,290
     SRLN55,008+140$2,290
VANGUARD VALUE ETF (VTV) 15,770 -32 $2,079
     VTV15,770-32$2,079
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF (FTSM) 32,546 -4,490 $1,932
     FTSM32,546-4,490$1,932
ISHARES TRUST ISHARES 0 3 MONTH TREASURY (SGOV) 17,100 +17,100 $1,712
     SGOV17,100+17,100$1,712
NUVEEN MUN VALUE FUND COM (NUV) 174,960 -19,495 $1,562
     NUV174,960-19,495$1,562
VANGUARD STAR FD TL INTL STK F ETF (VXUS) 28,161 +54 $1,453
     VXUS28,161+54$1,453
VANGUARD S&P 500 ETF SHS (VOO) 4,035 -208 $1,399
     VOO4,035-208$1,399
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 3,280 -2,911 $1,237
     SPY3,280-2,911$1,237
VANGUARD ALLWRLD EX US ETF (VEU) 24,577 -5,352 $1,227
     VEU24,577-5,352$1,227
WISDOMTREE US EFFICIENT CORE FLOATING RATE TREASURY FUND (USFR) 24,000 +24,000 $1,207
     USFR24,000+24,000$1,207
SPDR SERIES TRUST PRTFLO S&P500 VL ETF (SPYV) 30,109 -1,855 $1,108
     SPYV30,109-1,855$1,108
VANGUARD LARGE CAP ETF (VV) 6,073 -166 $1,046
     VV6,073-166$1,046
WISDOMTREE TR NEW ECON REAL ES GLB US QTLY DIV ETF (DNL) 32,928 +129 $1,043
     DNL32,928+129$1,043
WISDOMTREE TR NEW ECON REAL ES US SMALLCAP FUND ETF (EES) 21,725 UNCH $893
     EES21,725UNCH$893
VANGUARD STRM INFPROIDX ETF (VTIP) 17,285 -17,924 $866
     VTIP17,285-17,924$866
VISA INC COM CL A 3,956 -24 $778
     V3,956-24$778
ALPHABET INC COM CL C 334 -20 $730
     GOOG334-20$730
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF (SPDW) 21,860 -5,819 $630
     SPDW21,860-5,819$630
MASTERCARD INCORPORATED COM CL A 1,995 UNCH $629
     MA1,995UNCH$629
INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALU ETF (PWV) 13,485 UNCH $588
     PWV13,485UNCH$588
ALPHABET INC COM CL A 267 -108 $581
     GOOGL267-108$581
AMAZON COM INC COM 5,431 +4,955 $576
     AMZN5,431+4,955$576
ISHARES TRUST CORE US AGGBD ET ETF (AGG) 5,351 UNCH $544
     AGG5,351UNCH$544
M & T BANK CORP COM 2,913 +2,913 $464
     MTB2,913+2,913$464
VANGUARD TOTAL STK MKT ETF (VTI) 2,461 -5,402 $464
     VTI2,461-5,402$464
ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF (NEAR) 9,000 -17,974 $443
     NEAR9,000-17,974$443
RIVERNORTH MANAGED DUR MUN INC COM 27,240 -2,710 $430
     RMM27,240-2,710$430
PUBLIC SERVICE ENTERPRISE GRP COM 6,739 UNCH $426
     PEG6,739UNCH$426
MICROSOFT CORP COM 1,510 -1,960 $387
     MSFT1,510-1,960$387
ISHARES TRUST RUS 1000 GRW ETF (IWF) 1,760 -152 $384
     IWF1,760-152$384
ISHARES TRUST MSCI EAFE ETF (EFA) 6,044 -600 $377
     EFA6,044-600$377
PALANTIR TECH INC COM CL A 41,558 -200 $376
     PLTR41,558-200$376
ISHARES TRUST CORE S&P MCP ETF (IJH) 1,655 -560 $374
     IJH1,655-560$374
JOHNSON & JOHNSON COM 1,856 -1,895 $329
     JNJ1,856-1,895$329
JP MORGAN CHASE & CO 17,230 -450 $326
     AMJ17,230-450$326
META PLATFORMS INC COM CL A 1,965 -325 $316
     FB1,965-325$316
ISHARES TRUST CORE S&P SCP ETF (IJR) 3,323 -1,068 $307
     IJR3,323-1,068$307
VERIZON COMMUNICATIONS COM 6,048 -3,174 $306
     VZ6,048-3,174$306

See Full List: All Stocks Held By Howard Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Howard Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $94,397
At 03/31/2022: $183,591

Howard Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Howard Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Howard Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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