The Analysis of William Howard & Co Financial Advisors Inc's Holdings
Currently, William Howard & Co Financial Advisors Inc holds 56 types of securities in its portfolio with a total value $117.5M. In the most recent quarter, they have increased their positions in IBIT (+3.6K shares, valued at $236.5K), EEM (+4.1K shares, valued at $216.3K), BND (+511 shares, valued at $38.0K); decreased their positions in IVV (-2.2K shares, valued at $1.5M), IEF (-5.5K shares, valued at $527.1K), AAPL (-1.1K shares, valued at $276.3K); initiated new positions in IBIT (+3.6K shares, valued at $236.5K), EEM (+4.1K shares, valued at $216.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR41.2K shares-5.05%2025-09-302025-10-21
IEF ISHARES TR132.5K shares-3.96%2025-09-302025-10-21 IWM ISHARES TR47.5K shares-1.30%2025-09-302025-10-21 ICF ISHARES TR159.8K shares-0.27%2025-09-302025-10-21 IWV ISHARES TR14.3K shares-4.69%2025-09-302025-10-21 IEFA ISHARES TR55.1K shares-0.43%2025-09-302025-10-21 BND VANGUARD BD INDEX FDS59.1K shares0.87%2025-09-302025-10-21 IUSG ISHARES TR22.6K shares0.00%2025-09-302025-10-21 IEI ISHARES TR29.1K shares0.04%2025-09-302025-10-21 EFA ISHARES TR30.5K shares-1.72%2025-09-302025-10-21 VEA VANGUARD TAX-MANAGED FDS35.6K shares-2.52%2025-09-302025-10-21 SYK STRYKER CORPORATION5.5K shares0.00%2025-09-302025-10-21 APH AMPHENOL CORP NEW13.9K shares0.00%2025-09-302025-10-21 AAPL APPLE INC6.7K shares-13.88%2025-09-302025-10-21 SHY ISHARES TR20.4K shares0.20%2025-09-302025-10-21 TIP ISHARES TR13.3K shares0.54%2025-09-302025-10-21 VNQ VANGUARD INDEX FDS15.0K shares-0.60%2025-09-302025-10-21 IEMG ISHARES INC17.1K shares-2.98%2025-09-302025-10-21 VNQI VANGUARD INTL EQUITY INDEX F22.4K shares0.00%2025-09-302025-10-21 QQQ INVESCO QQQ TR1.7K shares0.06%2025-09-302025-10-21 IWF ISHARES TR2.0K shares0.10%2025-09-302025-10-21 AGG ISHARES TR9.3K shares0.00%2025-09-302025-10-21 PFF ISHARES TR27.8K shares1.00%2025-09-302025-10-21 CTBI COMMUNITY TR BANCORP INC15.6K shares-0.23%2025-09-302025-10-21 IUSV ISHARES TR8.1K shares0.00%2025-09-302025-10-21 IWD ISHARES TR3.8K shares0.45%2025-09-302025-10-21 FRDM EA SERIES TRUST15.8K shares-2.02%2025-09-302025-10-21 SCZ ISHARES TR8.5K shares-10.63%2025-09-302025-10-21 VUSB VANGUARD BD INDEX FDS12.5K shares0.00%2025-09-302025-10-21 FBND FIDELITY MERRIMACK STR TR13.0K shares0.00%2025-09-302025-10-21 ITOT ISHARES TR3.9K shares-1.34%2025-09-302025-10-21 VOO VANGUARD INDEX FDS925 shares-14.35%2025-09-302025-10-21 IJH ISHARES TR8.2K shares0.14%2025-09-302025-10-21 V VISA INC1.1K shares0.00%2025-09-302025-10-21 IJR ISHARES TR3.1K shares-5.17%2025-09-302025-10-21 VTI VANGUARD INDEX FDS1.1K shares4.11%2025-09-302025-10-21 CRWD CROWDSTRIKE HLDGS INC680 shares0.00%2025-09-302025-10-21 FNDF SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-10-21 SCHA SCHWAB STRATEGIC TR11.4K shares0.32%2025-09-302025-10-21 NVDA NVIDIA CORPORATION1.6K shares-36.05%2025-09-302025-10-21 VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.20%2025-09-302025-10-21 SCHX SCHWAB STRATEGIC TR10.7K shares0.27%2025-09-302025-10-21 AVLV AMERICAN CENTY ETF TR3.8K shares0.27%2025-09-302025-10-21 MSFT MICROSOFT CORP505 shares-18.02%2025-09-302025-10-21 IWO ISHARES TR814 shares-15.03%2025-09-302025-10-21 SCHG SCHWAB STRATEGIC TR8.1K shares0.09%2025-09-302025-10-21 AMZN AMAZON COM INC1.1K shares-36.73%2025-09-302025-10-21 IBM INTERNATIONAL BUSINESS MACHS887 shares0.00%2025-09-302025-10-21 SCHV SCHWAB STRATEGIC TR8.4K shares0.51%2025-09-302025-10-21 IBIT ISHARES BITCOIN TRUST ETF3.6K sharesnew addition2025-09-302025-10-21 IWN ISHARES TR1.3K shares0.00%2025-09-302025-10-21 MCO MOODYS CORP475 shares0.00%2025-09-302025-10-21 VV VANGUARD INDEX FDS715 shares0.28%2025-09-302025-10-21 VIOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2025-09-302025-10-21 EEM ISHARES TR4.1K sharesnew addition2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL428 shares-29.14%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available