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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 $128.6M. In the most recent quarter, they have increased their positions in IWF (+6.1K shares, valued at $754.7K), MRVL (+960 shares, valued at $286.0K), BND (+1.2K shares, valued at $89.2K); decreased their positions in N/A (-203 shares, valued at $152.0K), IWM (-484 shares, valued at $145.4K), EFA (-929 shares, valued at $96.5K); initiated new positions in MRVL (+960 shares, valued at $286.0K).

1M P&L

-434.8K-0.48%

3M P&L

-1.0M-1.15%

HY P&L

+1.7M+1.98%

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/A82.4M

90.7%

2Electronic Components2.3M

2.6%

3Consumer Electronics1.8M

2.0%

Top Industries by Stock Count

1N/A39 stocks

81.3%

2Semiconductors2 stocks

4.2%

3Internet Retail1 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR40.1K shares-0.50%2026-06-302026-07-09

IWM ISHARES TR47.6K shares-1.01%2026-06-302026-07-09

IEF ISHARES TR128.6K shares-0.07%2026-06-302026-07-09

ICF ISHARES TR160.9K shares0.06%2026-06-302026-07-09

IWV ISHARES TR13.8K shares0.02%2026-06-302026-07-09

ISHARES TR ISHARES TR56.0K shares0.50%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS62.1K shares2.00%2026-06-302026-07-09

IUSG ISHARES TR22.6K shares0.00%2026-06-302026-07-09

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IEI ISHARES TR29.2K shares0.05%2026-06-302026-07-09

EFA ISHARES TR29.6K shares-3.04%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS36.6K shares-0.23%2026-06-302026-07-09

APH AMPHENOL CORP13.2K shares0.00%2026-06-302026-07-09

AAPL APPLE INC6.3K shares-1.56%2026-06-302026-07-09

SYK STRYKER CORPORATION5.5K shares0.00%2026-06-302026-07-09

SHY ISHARES TR20.5K shares0.19%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS16.0K shares-0.10%2026-06-302026-07-09

Sponsored

TIP ISHARES TR13.5K shares0.98%2026-06-302026-07-09

IEMG ISHARES INC16.3K shares0.05%2026-06-302026-07-09

QQQ INVESCO QQQ TR1.7K shares0.00%2026-06-302026-07-09

FRDM EA SERIES TRUST15.9K shares0.18%2026-06-302026-07-09

CTBI COMMUNITY TR BANCORP INC15.6K shares0.00%2026-06-302026-07-09

VNQI VANGUARD INTL EQUITY INDEX F22.6K shares0.00%2026-06-302026-07-09

IWF ISHARES TR8.1K shares300.30%2026-06-302026-07-09

IWD ISHARES TR3.9K shares0.34%2026-06-302026-07-09

Sponsored

ISHARES TR ISHARES TR9.3K shares0.00%2026-06-302026-07-09

IUSV ISHARES TR8.1K shares0.00%2026-06-302026-07-09

PFF ISHARES TR28.5K shares0.86%2026-06-302026-07-09

SCZ ISHARES TR8.4K shares-3.73%2026-06-302026-07-09

ITOT ISHARES TR4.1K shares5.32%2026-06-302026-07-09

VUSB VANGUARD BD INDEX FDS12.5K shares0.00%2026-06-302026-07-09

IJH ISHARES TR8.0K shares-1.59%2026-06-302026-07-09

VOO VANGUARD INDEX FDS902 shares-2.38%2026-06-302026-07-09

Sponsored

FBND FIDELITY MERRIMACK STR TR13.0K shares0.00%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC680 shares0.00%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-09

IJR ISHARES TR3.1K shares0.03%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR11.5K shares0.28%2026-06-302026-07-09

FNDF SCHWAB STRATEGIC TR7.9K shares0.56%2026-06-302026-07-09

VISA INC VISA INC1.1K shares0.00%2026-06-302026-07-09

VV VANGUARD INDEX FDS1.1K shares0.28%2026-06-302026-07-09

Sponsored

AMZN AMAZON COM INC1.5K shares0.81%2026-06-302026-07-09

AVLV AMERICAN CENTY ETF TR3.8K shares0.32%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.04%2026-06-302026-07-09

NVDA NVIDIA CORPORATION1.6K shares0.00%2026-06-302026-07-09

IWO ISHARES TR814 shares0.00%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR10.8K shares0.26%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC960 sharesnew addition2026-06-302026-07-09

VIOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-06-302026-07-09

Sponsored

EEM ISHARES TR4.0K shares-1.11%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR7.9K shares0.10%2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR7.6K shares0.46%2026-06-302026-07-09

VXUS VANGUARD STAR FDS2.9K shares0.00%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS850 shares0.00%2026-06-302026-07-09

MCO MOODYS CORP475 shares0.00%2026-06-302026-07-09

ISHARES TR

-0.50%

Shares40.1K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-1.01%

Shares47.6K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

-0.07%

Shares128.6K

Event2026-06-30

Filed2026-07-09

ICF

ISHARES TR

0.06%

Shares160.9K

Event2026-06-30

Filed2026-07-09

IWV

ISHARES TR

0.02%

Shares13.8K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.50%

Shares56.0K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

2.00%

Shares62.1K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-09

IEI

ISHARES TR

0.05%

Shares29.2K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

-3.04%

Shares29.6K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

-0.23%

Shares36.6K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-1.56%

Shares6.3K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

0.19%

Shares20.5K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

-0.10%

Shares16.0K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

0.98%

Shares13.5K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

0.05%

Shares16.3K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

FRDM

EA SERIES TRUST

0.18%

Shares15.9K

Event2026-06-30

Filed2026-07-09

CTBI

COMMUNITY TR BANCORP INC

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-09

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

300.30%

Shares8.1K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

0.34%

Shares3.9K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-09

IUSV

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

0.86%

Shares28.5K

Event2026-06-30

Filed2026-07-09

SCZ

ISHARES TR

-3.73%

Shares8.4K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

5.32%

Shares4.1K

Event2026-06-30

Filed2026-07-09

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-1.59%

Shares8.0K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

-2.38%

Shares902

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

0.00%

Shares680

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

0.28%

Shares11.5K

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

0.56%

Shares7.9K

Event2026-06-30

Filed2026-07-09

VISA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

0.81%

Shares1.5K

Event2026-06-30

Filed2026-07-09

AVLV

AMERICAN CENTY ETF TR

0.32%

Shares3.8K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

0.04%

Shares5.6K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

0.00%

Shares814

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

0.26%

Shares10.8K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

New

Shares960

Event2026-06-30

Filed2026-07-09

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

-1.11%

Shares4.0K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

0.10%

Shares7.9K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

0.46%

Shares7.6K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares850

Event2026-06-30

Filed2026-07-09

MCO

MOODYS CORP

0.00%

Shares475

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available