Sponsored

The Analysis of HOWARD WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, HOWARD WEALTH MANAGEMENT, LLC holds 142 types of securities in its portfolio with a total value $237.6M. In the most recent quarter, they have increased their positions in N/A (+3.5K shares, valued at $1.0M), N/A (+1.6K shares, valued at $901.2K), COST (+885 shares, valued at $882.1K); decreased their positions in SPYV (-2.9K shares, valued at $162.8K), VT (-1.0K shares, valued at $143.0K), VIG (-484 shares, valued at $104.1K); initiated new positions in ONEQ (+6.9K shares, valued at $581.7K), CTAS (+3.0K shares, valued at $509.4K), GLD (+1.2K shares, valued at $507.7K).

1M P&L

+4.6M+2.06%

3M P&L

-83.7M-26.83%

HY P&L

-80.1M-25.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A183.8M

84.7%

2Consumer Electronics8.8M

4.0%

3Software - Infrastructure7.4M

3.4%

Top Industries by Stock Count

1N/A96 stocks

76.8%

2Drug Manufacturers - General3 stocks

2.4%

3Semiconductors2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS112.7K shares0.70%2026-03-312026-05-11

VUG VANGUARD INDEX FDS35.8K shares-0.38%2026-03-312026-05-11

AAPL APPLE INC35.5K shares9.66%2026-03-312026-05-11

VB VANGUARD INDEX FDS31.9K shares0.01%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS26.6K shares-1.79%2026-03-312026-05-11

BSCQ INVESCO EXCH TRD SLF IDX FD289.7K shares3.20%2026-03-312026-05-11

BSCR INVESCO EXCH TRD SLF IDX FD288.1K shares3.47%2026-03-312026-05-11

BSCS INVESCO EXCH TRD SLF IDX FD269.1K shares3.31%2026-03-312026-05-11

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD284.0K shares3.10%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC34.1K shares5.82%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F34.7K shares-2.89%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F88.9K shares-0.29%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS7.4K shares1.83%2026-03-312026-05-11

IVV ISHARES TR6.8K shares11.49%2026-03-312026-05-11

BSJQ INVESCO EXCH TRD SLF IDX FD191.1K shares7.30%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T6.6K shares2.07%2026-03-312026-05-11

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD254.8K shares6.27%2026-03-312026-05-11

BSJR INVESCO EXCH TRD SLF IDX FD186.9K shares8.00%2026-03-312026-05-11

BSJS INVESCO EXCH TRD SLF IDX FD184.7K shares7.72%2026-03-312026-05-11

BSJT INVESCO EXCH TRD SLF IDX FD185.1K shares7.54%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F50.9K shares9.93%2026-03-312026-05-11

BSJU INVESCO EXCH TRD SLF IDX FD143.9K shares8.20%2026-03-312026-05-11

IVW ISHARES TR30.9K shares-0.90%2026-03-312026-05-11

ALPHABET INC ALPHABET INC11.2K shares45.86%2026-03-312026-05-11

Sponsored

BND VANGUARD BD INDEX FDS43.4K shares3.06%2026-03-312026-05-11

FLDR FIDELITY MERRIMACK STR TR62.5K shares23.33%2026-03-312026-05-11

JAAA JANUS DETROIT STR TR59.0K shares24.01%2026-03-312026-05-11

VTV VANGUARD INDEX FDS15.0K shares-0.02%2026-03-312026-05-11

FLTR VANECK ETF TRUST100.9K shares3.62%2026-03-312026-05-11

AMZN AMAZON COM INC12.3K shares46.04%2026-03-312026-05-11

VXUS VANGUARD STAR FDS32.6K shares3.09%2026-03-312026-05-11

VRP INVESCO EXCH TRADED FD TR II99.4K shares1.91%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC7.9K shares33.27%2026-03-312026-05-11

VV VANGUARD INDEX FDS7.5K shares-3.07%2026-03-312026-05-11

VTI VANGUARD INDEX FDS6.8K shares-2.59%2026-03-312026-05-11

CWB SPDR SERIES TRUST23.2K shares-1.37%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR3.6K shares76.52%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS36.0K shares0.11%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC8.0K shares0.00%2026-03-312026-05-11

PFXF VANECK ETF TRUST88.4K shares2.40%2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION1.5K shares135.53%2026-03-312026-05-11

MSFT MICROSOFT CORP4.1K shares22.80%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F26.4K shares-2.01%2026-03-312026-05-11

BIZD VANECK ETF TRUST114.8K shares2.52%2026-03-312026-05-11

VHT VANGUARD WORLD FD5.4K shares-2.57%2026-03-312026-05-11

IOO ISHARES TR12.1K shares-3.78%2026-03-312026-05-11

ITA ISHARES TR6.4K shares-2.81%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS14.1K shares-1.24%2026-03-312026-05-11

Sponsored

SDY SPDR SERIES TRUST8.6K shares-3.13%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO4.2K shares27.47%2026-03-312026-05-11

NVDA NVIDIA CORPORATION7.0K shares87.30%2026-03-312026-05-11

VXF VANGUARD INDEX FDS5.9K shares-1.83%2026-03-312026-05-11

SJNK SPDR SERIES TRUST47.7K shares3.65%2026-03-312026-05-11

EES WISDOMTREE TR19.2K shares0.07%2026-03-312026-05-11

SPYV SPDR SERIES TRUST18.5K shares-13.47%2026-03-312026-05-11

META META PLATFORMS INC1.8K shares-0.88%2026-03-312026-05-11

Sponsored

V VISA INC3.4K shares-0.27%2026-03-312026-05-11

PFF ISHARES TR31.2K shares-3.44%2026-03-312026-05-11

TSLA TESLA INC2.5K shares0.00%2026-03-312026-05-11

MA MASTERCARD INCORPORATED1.9K shares0.00%2026-03-312026-05-11

HYS PIMCO ETF TR9.9K shares5.14%2026-03-312026-05-11

PWV INVESCO EXCHANGE TRADED FD T12.9K shares-1.44%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON3.4K shares0.12%2026-03-312026-05-11

VFH VANGUARD WORLD FD6.7K shares0.71%2026-03-312026-05-11

Sponsored

NFLX NETFLIX INC.8.3K shares6.92%2026-03-312026-05-11

IWM ISHARES TR3.2K shares-3.58%2026-03-312026-05-11

VGT VANGUARD WORLD FD1.1K shares2.76%2026-03-312026-05-11

XOM EXXON MOBIL CORP4.2K shares-5.00%2026-03-312026-05-11

HD HOME DEPOT INC2.1K shares98.61%2026-03-312026-05-11

IJH ISHARES TR10.5K shares-1.53%2026-03-312026-05-11

BSMU INVESCO EXCH TRD SLF IDX FD30.8K shares15.34%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR12.5K shares-5.00%2026-03-312026-05-11

Sponsored

DIA STATE STR SPDR DOW JONES IND1.4K shares-4.04%2026-03-312026-05-11

QYLD GLOBAL X FDS36.3K shares3.05%2026-03-312026-05-11

EFA ISHARES TR6.4K shares0.00%2026-03-312026-05-11

MUNI PIMCO ETF TR11.9K shares13.93%2026-03-312026-05-11

LLY ELI LILLY & CO647 shares2.37%2026-03-312026-05-11

BSMR INVESCO EXCH TRD SLF IDX FD24.9K shares13.74%2026-03-312026-05-11

BSMQ INVESCO EXCH TRD SLF IDX FD24.9K shares13.76%2026-03-312026-05-11

BSMS INVESCO EXCH TRD SLF IDX FD25.1K shares13.71%2026-03-312026-05-11

Sponsored

BSMT INVESCO EXCH TRD SLF IDX FD25.4K shares13.50%2026-03-312026-05-11

ONEQ FIDELITY COMWLTH TR6.9K sharesnew addition2026-03-312026-05-11

XYLD GLOBAL X FDS14.4K shares-0.44%2026-03-312026-05-11

DNL WISDOMTREE TR13.9K shares0.00%2026-03-312026-05-11

IWF ISHARES TR1.3K shares-0.68%2026-03-312026-05-11

VO VANGUARD INDEX FDS1.9K shares-0.64%2026-03-312026-05-11

CTAS CINTAS CORP3.0K sharesnew addition2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP6.3K shares0.00%2026-03-312026-05-11

Sponsored

GLD SPDR GOLD TR1.2K sharesnew addition2026-03-312026-05-11

SHYG ISHARES TR11.5K shares13.13%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC3.8K shares-1.54%2026-03-312026-05-11

IJR ISHARES TR3.7K shares-0.11%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS5.6K shares19.60%2026-03-312026-05-11

VRIG INVESCO ACTIVELY MANAGED EXC17.5K shares20.35%2026-03-312026-05-11

SPTM SPDR SERIES TRUST5.3K shares0.28%2026-03-312026-05-11

VUSB VANGUARD BD INDEX FDS8.4K shares29.23%2026-03-312026-05-11

Sponsored

DWM WISDOMTREE TR5.6K shares0.00%2026-03-312026-05-11

ABBV ABBVIE INC1.7K shares-2.54%2026-03-312026-05-11

MCD MCDONALDS CORP1.1K shares0.18%2026-03-312026-05-11

IWB ISHARES TR961 shares-0.83%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP565 shares-1.91%2026-03-312026-05-11

BSCV INVESCO EXCH TRD SLF IDX FD20.5K shares0.00%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL675 sharesnew addition2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares0.33%2026-03-312026-05-11

Sponsored

APH AMPHENOL CORP2.5K shares-7.42%2026-03-312026-05-11

VDE VANGUARD WORLD FD1.8K shares1.11%2026-03-312026-05-11

ATI ATI INC2.1K shares0.00%2026-03-312026-05-11

EZM WISDOMTREE TR4.5K shares0.00%2026-03-312026-05-11

ICSH ISHARES TR5.9K shares7.54%2026-03-312026-05-11

FLMI FRANKLIN TEMPLETON ETF TR12.0K shares20.41%2026-03-312026-05-11

WMT WALMART INC2.4K shares0.00%2026-03-312026-05-11

MCK MCKESSON CORP340 sharesnew addition2026-03-312026-05-11

Sponsored

MINT PIMCO ETF TR2.9K shares7.19%2026-03-312026-05-11

SPHY SPDR SERIES TRUST12.2K shares-4.86%2026-03-312026-05-11

GSY INVESCO ACTIVELY MANAGED EXC5.6K shares10.33%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR3.2K shares11.53%2026-03-312026-05-11

JMUB J P MORGAN EXCHANGE TRADED F5.6K shares7.14%2026-03-312026-05-11

GSST GOLDMAN SACHS ETF TR5.5K shares6.76%2026-03-312026-05-11

AOR ISHARES TR4.3K shares1.09%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS4.6K shares4.72%2026-03-312026-05-11

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.3K sharesnew addition2026-03-312026-05-11

ITB ISHARES TR3.0K shares0.17%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F5.9K sharesnew addition2026-03-312026-05-11

PULS PGIM ETF TR5.5K shares-6.98%2026-03-312026-05-11

EVSM MORGAN STANLEY ETF TRUST5.3K shares6.24%2026-03-312026-05-11

FPFD FIDELITY COVINGTON TRUST12.4K shares20.03%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-11

PG PROCTER & GAMBLE CO1.8K shares0.34%2026-03-312026-05-11

Sponsored

WDFC WD 40 CO1.1K shares-6.12%2026-03-312026-05-11

FDN FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-03-312026-05-11

HEDJ WISDOMTREE TR4.4K shares0.00%2026-03-312026-05-11

DVY ISHARES TR1.5K shares-4.00%2026-03-312026-05-11

SRE SEMPRA2.4K shares-2.08%2026-03-312026-05-11

BROADCOM INC BROADCOM INC710 sharesnew addition2026-03-312026-05-11

CAT CATERPILLAR INC309 sharesnew addition2026-03-312026-05-11

BKLN INVESCO EXCH TRADED FD TR II10.7K shares-9.84%2026-03-312026-05-11

Sponsored

HYG ISHARES TR2.7K shares-12.36%2026-03-312026-05-11

CW CURTISS WRIGHT CORP320 sharesnew addition2026-03-312026-05-11

TJX TJX COS INC NEW1.3K shares0.00%2026-03-312026-05-11

JEPQ J P MORGAN EXCHANGE TRADED F3.8K shares2.72%2026-03-312026-05-11

BSJV INVESCO EXCH TRD SLF IDX FD8.1K shares0.19%2026-03-312026-05-11

IWD ISHARES TR960 shares0.00%2026-03-312026-05-11

VYM

VANGUARD WHITEHALL FDS

0.70%

Shares112.7K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-0.38%

Shares35.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

9.66%

Shares35.5K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.01%

Shares31.9K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-1.79%

Shares26.6K

Event2026-03-31

Filed2026-05-11

BSCQ

INVESCO EXCH TRD SLF IDX FD

3.20%

Shares289.7K

Event2026-03-31

Filed2026-05-11

BSCR

INVESCO EXCH TRD SLF IDX FD

3.47%

Shares288.1K

Event2026-03-31

Filed2026-05-11

BSCS

INVESCO EXCH TRD SLF IDX FD

3.31%

Shares269.1K

Event2026-03-31

Filed2026-05-11

BSCT

INVESCO EXCH TRD SLF IDX FD

3.10%

Shares284.0K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

5.82%

Shares34.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

-2.89%

Shares34.7K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

-0.29%

Shares88.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

1.83%

Shares7.4K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

11.49%

Shares6.8K

Event2026-03-31

Filed2026-05-11

BSJQ

INVESCO EXCH TRD SLF IDX FD

7.30%

Shares191.1K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

2.07%

Shares6.6K

Event2026-03-31

Filed2026-05-11

BSCU

INVESCO EXCH TRD SLF IDX FD

6.27%

Shares254.8K

Event2026-03-31

Filed2026-05-11

BSJR

INVESCO EXCH TRD SLF IDX FD

8.00%

Shares186.9K

Event2026-03-31

Filed2026-05-11

BSJS

INVESCO EXCH TRD SLF IDX FD

7.72%

Shares184.7K

Event2026-03-31

Filed2026-05-11

BSJT

INVESCO EXCH TRD SLF IDX FD

7.54%

Shares185.1K

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

9.93%

Shares50.9K

Event2026-03-31

Filed2026-05-11

BSJU

INVESCO EXCH TRD SLF IDX FD

8.20%

Shares143.9K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-0.90%

Shares30.9K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

45.86%

Shares11.2K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

3.06%

Shares43.4K

Event2026-03-31

Filed2026-05-11

FLDR

FIDELITY MERRIMACK STR TR

23.33%

Shares62.5K

Event2026-03-31

Filed2026-05-11

JAAA

JANUS DETROIT STR TR

24.01%

Shares59.0K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-0.02%

Shares15.0K

Event2026-03-31

Filed2026-05-11

FLTR

VANECK ETF TRUST

3.62%

Shares100.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

46.04%

Shares12.3K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

3.09%

Shares32.6K

Event2026-03-31

Filed2026-05-11

VRP

INVESCO EXCH TRADED FD TR II

1.91%

Shares99.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

33.27%

Shares7.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-3.07%

Shares7.5K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-2.59%

Shares6.8K

Event2026-03-31

Filed2026-05-11

CWB

SPDR SERIES TRUST

-1.37%

Shares23.2K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

76.52%

Shares3.6K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

0.11%

Shares36.0K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-11

PFXF

VANECK ETF TRUST

2.40%

Shares88.4K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

135.53%

Shares1.5K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

22.80%

Shares4.1K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

-2.01%

Shares26.4K

Event2026-03-31

Filed2026-05-11

BIZD

VANECK ETF TRUST

2.52%

Shares114.8K

Event2026-03-31

Filed2026-05-11

VHT

VANGUARD WORLD FD

-2.57%

Shares5.4K

Event2026-03-31

Filed2026-05-11

IOO

ISHARES TR

-3.78%

Shares12.1K

Event2026-03-31

Filed2026-05-11

ITA

ISHARES TR

-2.81%

Shares6.4K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

-1.24%

Shares14.1K

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

-3.13%

Shares8.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

27.47%

Shares4.2K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

87.30%

Shares7.0K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

-1.83%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SJNK

SPDR SERIES TRUST

3.65%

Shares47.7K

Event2026-03-31

Filed2026-05-11

EES

WISDOMTREE TR

0.07%

Shares19.2K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

-13.47%

Shares18.5K

Event2026-03-31

Filed2026-05-11