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The Analysis of William Howard & Co Financial Advisors Inc's Holdings & P&L

Currently, William Howard & Co Financial Advisors Inc holds 54 types of securities in its portfolio with a total value $115.8M. In the most recent quarter, they have increased their positions in IWM (+487 shares, valued at $120.8K), VV (+335 shares, valued at $100.1K), VEA (+1.4K shares, valued at $90.3K); decreased their positions in IVV (-410 shares, valued at $267.8K), IWV (-496 shares, valued at $183.9K), IEF (-997 shares, valued at $95.2K).

1M P&L

+524.5K+0.42%

3M P&L

+1.8M+1.43%

HY P&L

+7.4M+6.27%

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/A106.6M

93.3%

2Medical Devices1.8M

1.6%

3Electronic Components1.7M

1.5%

Top Industries by Stock Count

1N/A42 stocks

80.8%

2Internet Retail1 stocks

1.9%

3Electronic Components1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR40.3K shares-1.01%2026-03-312026-04-30

IEF ISHARES TR128.7K shares-0.77%2026-03-312026-04-30

IWM ISHARES TR48.1K shares1.02%2026-03-312026-04-30

ICF ISHARES TR160.8K shares0.35%2026-03-312026-04-30

IWV ISHARES TR13.8K shares-3.48%2026-03-312026-04-30

IEFA ISHARES TR55.7K shares-0.57%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS60.9K shares0.56%2026-03-312026-04-30

IUSG ISHARES TR22.6K shares0.00%2026-03-312026-04-30

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IEI ISHARES TR29.2K shares0.03%2026-03-312026-04-30

EFA ISHARES TR30.5K shares-0.17%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS36.7K shares3.99%2026-03-312026-04-30

SYK STRYKER CORPORATION5.5K shares0.00%2026-03-312026-04-30

SHY ISHARES TR20.5K shares0.12%2026-03-312026-04-30

APH AMPHENOL CORP13.2K shares0.00%2026-03-312026-04-30

AAPL APPLE INC6.4K shares-4.84%2026-03-312026-04-30

TIP ISHARES TR13.4K shares0.00%2026-03-312026-04-30

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VNQ VANGUARD INDEX FDS16.1K shares6.64%2026-03-312026-04-30

IEMG ISHARES INC16.3K shares-1.38%2026-03-312026-04-30

VNQI VANGUARD INTL EQUITY INDEX F22.6K shares0.00%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR1.7K shares0.00%2026-03-312026-04-30

CTBI COMMUNITY TR BANCORP INC15.6K shares0.00%2026-03-312026-04-30

AGG ISHARES TR9.3K shares0.00%2026-03-312026-04-30

FRDM EA SERIES TRUST15.9K shares0.00%2026-03-312026-04-30

IWF ISHARES TR2.0K shares0.10%2026-03-312026-04-30

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PFF ISHARES TR28.2K shares0.42%2026-03-312026-04-30

IWD ISHARES TR3.9K shares0.36%2026-03-312026-04-30

IUSV ISHARES TR8.1K shares0.00%2026-03-312026-04-30

SCZ ISHARES TR8.8K shares-0.28%2026-03-312026-04-30

VUSB VANGUARD BD INDEX FDS12.5K shares0.00%2026-03-312026-04-30

FBND FIDELITY MERRIMACK STR TR13.0K shares0.00%2026-03-312026-04-30

ITOT ISHARES TR3.9K shares0.41%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS924 shares0.76%2026-03-312026-04-30

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IJH ISHARES TR8.2K shares0.10%2026-03-312026-04-30

VTI VANGUARD INDEX FDS1.3K shares4.90%2026-03-312026-04-30

IJR ISHARES TR3.1K shares0.00%2026-03-312026-04-30

FNDF SCHWAB STRATEGIC TR7.8K shares0.00%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR11.5K shares0.15%2026-03-312026-04-30

V VISA INC1.1K shares0.00%2026-03-312026-04-30

VV VANGUARD INDEX FDS1.1K shares46.59%2026-03-312026-04-30

AMZN AMAZON COM INC1.5K shares28.86%2026-03-312026-04-30

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AVLV AMERICAN CENTY ETF TR3.8K shares0.27%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2026-03-312026-04-30

NVDA NVIDIA CORPORATION1.6K shares0.00%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR10.8K shares0.30%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC680 shares0.00%2026-03-312026-04-30

IWO ISHARES TR814 shares0.00%2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR7.6K shares-4.45%2026-03-312026-04-30

VIOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-03-312026-04-30

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EEM ISHARES TR4.0K shares0.00%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR7.8K shares-3.66%2026-03-312026-04-30

VXUS VANGUARD STAR FDS2.9K shares0.00%2026-03-312026-04-30

MCO MOODYS CORP475 shares0.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS850 shares-4.17%2026-03-312026-04-30

IWN ISHARES TR1.1K shares-16.14%2026-03-312026-04-30

IVV

ISHARES TR

-1.01%

Shares40.3K

Event2026-03-31

Filed2026-04-30

IEF

ISHARES TR

-0.77%

Shares128.7K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

1.02%

Shares48.1K

Event2026-03-31

Filed2026-04-30

ICF

ISHARES TR

0.35%

Shares160.8K

Event2026-03-31

Filed2026-04-30

IWV

ISHARES TR

-3.48%

Shares13.8K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

-0.57%

Shares55.7K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

0.56%

Shares60.9K

Event2026-03-31

Filed2026-04-30

IUSG

ISHARES TR

0.00%

Shares22.6K

Event2026-03-31

Filed2026-04-30

IEI

ISHARES TR

0.03%

Shares29.2K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

-0.17%

Shares30.5K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

3.99%

Shares36.7K

Event2026-03-31

Filed2026-04-30

SYK

STRYKER CORPORATION

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-30

SHY

ISHARES TR

0.12%

Shares20.5K

Event2026-03-31

Filed2026-04-30

APH

AMPHENOL CORP

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-4.84%

Shares6.4K

Event2026-03-31

Filed2026-04-30

TIP

ISHARES TR

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-30

VNQ

VANGUARD INDEX FDS

6.64%

Shares16.1K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

-1.38%

Shares16.3K

Event2026-03-31

Filed2026-04-30

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares22.6K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-30

CTBI

COMMUNITY TR BANCORP INC

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-30

FRDM

EA SERIES TRUST

0.00%

Shares15.9K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-30

PFF

ISHARES TR

0.42%

Shares28.2K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

0.36%

Shares3.9K

Event2026-03-31

Filed2026-04-30

IUSV

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-30

SCZ

ISHARES TR

-0.28%

Shares8.8K

Event2026-03-31

Filed2026-04-30

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-30

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

0.41%

Shares3.9K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.76%

Shares924

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

0.10%

Shares8.2K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

4.90%

Shares1.3K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-30

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-30

SCHA

SCHWAB STRATEGIC TR

0.15%

Shares11.5K

Event2026-03-31

Filed2026-04-30

VISA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

46.59%

Shares1.1K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

28.86%

Shares1.5K

Event2026-03-31

Filed2026-04-30

AVLV

AMERICAN CENTY ETF TR

0.27%

Shares3.8K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

SCHX

SCHWAB STRATEGIC TR

0.30%

Shares10.8K

Event2026-03-31

Filed2026-04-30

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares680

Event2026-03-31

Filed2026-04-30

IWO

ISHARES TR

0.00%

Shares814

Event2026-03-31

Filed2026-04-30

SCHV

SCHWAB STRATEGIC TR

-4.45%

Shares7.6K

Event2026-03-31

Filed2026-04-30

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-30

EEM

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

-3.66%

Shares7.8K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-30

MCO

MOODYS CORP

0.00%

Shares475

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

-4.17%

Shares850

Event2026-03-31

Filed2026-04-30

IWN

ISHARES TR

-16.14%

Shares1.1K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available