The Analysis of HOWARD WEALTH MANAGEMENT, LLC's Holdings
Currently, HOWARD WEALTH MANAGEMENT, LLC holds 131 types of securities in its portfolio with a total value $217.5M. In the most recent quarter, they have increased their positions in BSCU (+80.9K shares, valued at $1.4M), BSJU (+38.8K shares, valued at $1.0M), JAAA (+18.4K shares, valued at $932.7K); decreased their positions in JPST (-16.5K shares, valued at $838.0K), PFF (-26.1K shares, valued at $824.1K), AAPL (-2.2K shares, valued at $570.1K); initiated new positions in BSCU (+80.9K shares, valued at $1.4M), BSJU (+38.8K shares, valued at $1.0M), ORCL (+895 shares, valued at $251.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS35.9K shares-2.32%2025-09-302025-11-03
VYM VANGUARD WHITEHALL FDS108.7K shares2.74%2025-09-302025-11-03 AAPL APPLE INC32.7K shares-6.41%2025-09-302025-11-03 VB VANGUARD INDEX FDS31.7K shares-1.73%2025-09-302025-11-03 VIG VANGUARD SPECIALIZED FUNDS28.1K shares0.49%2025-09-302025-11-03 PLTR PALANTIR TECHNOLOGIES INC32.4K shares-1.14%2025-09-302025-11-03 VT VANGUARD INTL EQUITY INDEX F36.6K shares0.52%2025-09-302025-11-03 BSCQ INVESCO EXCH TRD SLF IDX FD258.1K shares4.69%2025-09-302025-11-03 BSCR INVESCO EXCH TRD SLF IDX FD252.9K shares3.61%2025-09-302025-11-03 JPST J P MORGAN EXCHANGE TRADED F98.1K shares-14.41%2025-09-302025-11-03 BSCS INVESCO EXCH TRD SLF IDX FD236.9K shares3.75%2025-09-302025-11-03 BSCP INVESCO EXCH TRD SLF IDX FD229.9K shares-1.50%2025-09-302025-11-03 VOO VANGUARD INDEX FDS7.3K shares0.61%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR6.5K shares0.02%2025-09-302025-11-03 BSCT INVESCO EXCH TRD SLF IDX FD212.8K shares5.11%2025-09-302025-11-03 IVW ISHARES TR32.1K shares-4.27%2025-09-302025-11-03 IVV ISHARES TR4.9K shares0.51%2025-09-302025-11-03 BND VANGUARD BD INDEX FDS41.9K shares1.41%2025-09-302025-11-03 BSJQ INVESCO EXCH TRD SLF IDX FD124.9K shares25.53%2025-09-302025-11-03 VTV VANGUARD INDEX FDS14.8K shares-5.53%2025-09-302025-11-03 BSJR INVESCO EXCH TRD SLF IDX FD120.6K shares21.25%2025-09-302025-11-03 VEU VANGUARD INTL EQUITY INDEX F38.3K shares22.83%2025-09-302025-11-03 BSJS INVESCO EXCH TRD SLF IDX FD119.3K shares22.08%2025-09-302025-11-03 BSJP INVESCO EXCH TRD SLF IDX FD109.5K shares0.44%2025-09-302025-11-03 BSJT INVESCO EXCH TRD SLF IDX FD116.5K shares25.74%2025-09-302025-11-03 VV VANGUARD INDEX FDS8.0K shares-3.71%2025-09-302025-11-03 VTI VANGUARD INDEX FDS7.3K shares-1.02%2025-09-302025-11-03 VXUS VANGUARD STAR FDS30.6K shares6.87%2025-09-302025-11-03 VRP INVESCO EXCH TRADED FD TR II89.0K shares9.24%2025-09-302025-11-03 CWB SPDR SERIES TRUST24.0K shares0.64%2025-09-302025-11-03 FLTR VANECK ETF TRUST83.5K shares10.47%2025-09-302025-11-03 V VISA INC6.0K shares-0.51%2025-09-302025-11-03 GOOGL ALPHABET INC7.9K shares-0.47%2025-09-302025-11-03 AMZN AMAZON COM INC8.7K shares-1.07%2025-09-302025-11-03 FLDR FIDELITY MERRIMACK STR TR38.0K shares93.13%2025-09-302025-11-03 JAAA JANUS DETROIT STR TR35.8K shares105.29%2025-09-302025-11-03 MSFT MICROSOFT CORP3.4K shares-1.50%2025-09-302025-11-03 BIZD VANECK ETF TRUST114.4K shares13.39%2025-09-302025-11-03 GOOG ALPHABET INC6.8K shares-0.16%2025-09-302025-11-03 PFXF VANECK ETF TRUST91.4K shares2.77%2025-09-302025-11-03 IOO ISHARES TR12.9K shares0.84%2025-09-302025-11-03 JEPI J P MORGAN EXCHANGE TRADED F26.0K shares13.72%2025-09-302025-11-03 SPDW SPDR INDEX SHS FDS34.4K shares28.07%2025-09-302025-11-03 VHT VANGUARD WORLD FD5.6K shares-0.14%2025-09-302025-11-03 ITA ISHARES TR6.8K shares-0.06%2025-09-302025-11-03 BSCU INVESCO EXCH TRD SLF IDX FD80.9K sharesnew addition2025-09-302025-11-03 META META PLATFORMS INC1.8K shares-0.60%2025-09-302025-11-03 AMD ADVANCED MICRO DEVICES INC8.0K shares0.00%2025-09-302025-11-03 VNQ VANGUARD INDEX FDS14.2K shares1.00%2025-09-302025-11-03 VXF VANGUARD INDEX FDS6.2K shares-1.09%2025-09-302025-11-03 SDY SPDR SERIES TRUST9.2K shares-0.36%2025-09-302025-11-03 SJNK SPDR SERIES TRUST48.5K shares7.86%2025-09-302025-11-03 QQQ INVESCO QQQ TR2.0K shares-0.05%2025-09-302025-11-03 SPYV SPDR SERIES TRUST21.7K shares-2.64%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.3.7K shares-1.64%2025-09-302025-11-03 TSLA TESLA INC2.5K shares-10.22%2025-09-302025-11-03 PFF ISHARES TR35.1K shares-42.64%2025-09-302025-11-03 MA MASTERCARD INCORPORATED1.9K shares-1.42%2025-09-302025-11-03 EES WISDOMTREE TR19.2K shares-0.44%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW1.1K shares0.00%2025-09-302025-11-03 BSJU INVESCO EXCH TRD SLF IDX FD38.8K sharesnew addition2025-09-302025-11-03 NFLX NETFLIX INC782 shares0.39%2025-09-302025-11-03 VFH VANGUARD WORLD FD6.7K shares0.69%2025-09-302025-11-03 HYS PIMCO ETF TR9.0K shares6.82%2025-09-302025-11-03 PWV INVESCO EXCHANGE TRADED FD T13.2K shares-1.49%2025-09-302025-11-03 VGT VANGUARD WORLD FD1.1K shares0.09%2025-09-302025-11-03 IWM ISHARES TR3.3K shares-0.18%2025-09-302025-11-03 DNL WISDOMTREE TR19.4K shares-24.03%2025-09-302025-11-03 AMLP ALPS ETF TR15.6K shares7.68%2025-09-302025-11-03 DIA SPDR DOW JONES INDL AVERAGE1.6K shares-0.38%2025-09-302025-11-03 NVDA NVIDIA CORPORATION3.8K shares-43.38%2025-09-302025-11-03 IJH ISHARES TR10.3K shares0.08%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON3.4K shares0.17%2025-09-302025-11-03 IWF ISHARES TR1.3K shares-29.36%2025-09-302025-11-03 EFA ISHARES TR6.4K shares-0.02%2025-09-302025-11-03 QYLD GLOBAL X FDS34.3K shares7.61%2025-09-302025-11-03 XYLD GLOBAL X FDS14.5K shares9.06%2025-09-302025-11-03 VO VANGUARD INDEX FDS1.9K shares-0.42%2025-09-302025-11-03 XOM EXXON MOBIL CORP4.7K shares0.00%2025-09-302025-11-03 PEG PUBLIC SVC ENTERPRISE GRP IN6.3K shares0.00%2025-09-302025-11-03 LLY ELI LILLY & CO637 shares-2.90%2025-09-302025-11-03 MUNI PIMCO ETF TR9.0K shares9.05%2025-09-302025-11-03 SPTM SPDR SERIES TRUST5.5K shares-3.17%2025-09-302025-11-03 HD HOME DEPOT INC1.1K shares0.93%2025-09-302025-11-03 IJR ISHARES TR3.5K shares-0.14%2025-09-302025-11-03 ABBV ABBVIE INC1.8K shares0.11%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL770 shares-1.03%2025-09-302025-11-03 DWM WISDOMTREE TR5.6K shares0.00%2025-09-302025-11-03 BSMR INVESCO EXCH TRD SLF IDX FD15.4K shares5.11%2025-09-302025-11-03 BSMQ INVESCO EXCH TRD SLF IDX FD15.4K shares5.11%2025-09-302025-11-03 BSMS INVESCO EXCH TRD SLF IDX FD15.5K shares5.11%2025-09-302025-11-03 SHYG ISHARES TR8.4K shares18.98%2025-09-302025-11-03 IWB ISHARES TR978 shares0.10%2025-09-302025-11-03 MRK MERCK & CO INC4.2K shares-0.26%2025-09-302025-11-03 MCD MCDONALDS CORP1.1K shares-5.70%2025-09-302025-11-03 APH AMPHENOL CORP NEW2.7K shares0.00%2025-09-302025-11-03 BSMT INVESCO EXCH TRD SLF IDX FD14.2K shares33.03%2025-09-302025-11-03 ITB ISHARES TR3.0K shares0.40%2025-09-302025-11-03 VCIT VANGUARD SCOTTSDALE FDS3.9K shares31.00%2025-09-302025-11-03 VRIG INVESCO ACTIVELY MANAGED EXC12.6K shares16.97%2025-09-302025-11-03 BSMP INVESCO EXCH TRD SLF IDX FD12.3K shares0.00%2025-09-302025-11-03 BKLN INVESCO EXCH TRADED FD TR II14.3K shares10.83%2025-09-302025-11-03 DUK DUKE ENERGY CORP NEW2.4K shares0.33%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO1.9K shares0.26%2025-09-302025-11-03 PFFV GLOBAL X FDS12.8K shares-9.70%2025-09-302025-11-03 EZM WISDOMTREE TR4.5K shares0.00%2025-09-302025-11-03 LMT LOCKHEED MARTIN CORP585 shares1.21%2025-09-302025-11-03 AOR ISHARES TR4.3K shares1.13%2025-09-302025-11-03 SPHY SPDR SERIES TRUST10.6K shares17.04%2025-09-302025-11-03 ORCL ORACLE CORP895 sharesnew addition2025-09-302025-11-03 HYG ISHARES TR3.0K shares10.85%2025-09-302025-11-03 WMT WALMART INC2.4K shares0.00%2025-09-302025-11-03 VGIT VANGUARD SCOTTSDALE FDS4.1K shares4.41%2025-09-302025-11-03 WDFC WD 40 CO1.2K shares0.00%2025-09-302025-11-03 PULS PGIM ETF TR4.7K sharesnew addition2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS811 shares0.00%2025-09-302025-11-03 MINT PIMCO ETF TR2.2K shares10.85%2025-09-302025-11-03 VDE VANGUARD WORLD FD1.8K shares-0.61%2025-09-302025-11-03 DVY ISHARES TR1.6K shares-2.11%2025-09-302025-11-03 VUSB VANGUARD BD INDEX FDS4.5K sharesnew addition2025-09-302025-11-03 HEDJ WISDOMTREE TR4.4K shares0.00%2025-09-302025-11-03 GSY INVESCO ACTIVELY MANAGED EXC4.4K sharesnew addition2025-09-302025-11-03 SRE SEMPRA2.4K sharesnew addition2025-09-302025-11-03 XLF SELECT SECTOR SPDR TR4.0K shares-0.32%2025-09-302025-11-03 ICSH ISHARES TR4.2K sharesnew addition2025-09-302025-11-03 GSST GOLDMAN SACHS ETF TR4.2K sharesnew addition2025-09-302025-11-03 VZ VERIZON COMMUNICATIONS INC4.8K shares-17.76%2025-09-302025-11-03 GE GE AEROSPACE683 sharesnew addition2025-09-302025-11-03 FLMI FRANKLIN TEMPLETON ETF TR8.3K sharesnew addition2025-09-302025-11-03 IAU ISHARES GOLD TR2.8K sharesnew addition2025-09-302025-11-03 JEPQ J P MORGAN EXCHANGE TRADED F3.5K sharesnew addition2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available