William Howard & Co Financial Advisors Inc Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About William Howard & Co Financial Advisors IncInvestment ActivityWilliam Howard & Co Financial Advisors Inc has $106.66 thousand in total holdings as of March 31, 2024.William Howard & Co Financial Advisors Inc owns shares of 45 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $26,022iShares 7-10 Year Treasury Bond ETF $16,733iShares Russell 2000 ETF $10,115iShares Cohen & Steers REIT ETF $8,991iShares Russell 3000 ETF $5,394 Sector AllocationMap of 500 Largest Holdings ofWilliam Howard & Co Financial Advisors Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$26,02249,49724.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$16,733176,78115.7%ETFIWMiShares Russell 2000 ETF$10,11548,1009.5%FinanceICFiShares Cohen & Steers REIT ETF$8,991155,8268.4%ETFIWViShares Russell 3000 ETF$5,39417,9755.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,74232,3113.5%ETFIEFAiShares Core MSCI EAFE ETF$3,73550,3113.5%ETFBNDVanguard Total Bond Market ETF$3,68650,7603.5%ETFIUSGiShares Core S&P U.S. Growth ETF$2,64522,5662.5%ManufacturingEFAiShares MSCI EAFE ETF$2,51831,5242.4%FinanceSYKStryker$1,9655,4901.8%MedicalTIPiShares TIPS Bond ETF$1,85117,2411.7%ETFAAPLApple$1,6739,7581.6%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,64920,1691.5%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,18923,6981.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,16911,9391.1%FinanceVNQVanguard Real Estate ETF$1,08812,5821.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,00323,7980.9%ETFPFFiShares Preferred and Income Securities ETF$88527,4540.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$88517,1440.8%ETFAPHAmphenol$8517,3800.8%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$7718,5200.7%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$75211,8620.7%ETFIWFiShares Russell 1000 Growth ETF$6762,0070.6%ETFIWDiShares Russell 1000 Value ETF$6683,7270.6%ETFCTBICommunity Trust Bancorp$66315,5440.6%FinanceQQQInvesco QQQ$5361,2070.5%FinanceIWOiShares Russell 2000 Growth ETF$5001,8460.5%ETFVOOVanguard S&P 500 ETF$4248820.4%ETFIJHiShares Core S&P Mid-Cap ETF$3726,1170.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3613,1310.3%ETFAMZNAmazon.com$3471,9300.3%Retail/WholesaleFRDMAlpha Architect Freedom 100 Emerging Market ETF$3349,8930.3%ETFVVisa$3301,1820.3%Business ServicesSCHASchwab US Small-Cap ETF$2805,6920.3%ETFFNDFSchwab Fundamental International Large Company Index ETF$2597,2670.2%ETFAVLVAvantis U.S. Large Cap Value ETF$2363,6690.2%ETFIWCiShares Micro-Cap ETF$2301,8970.2%ETFSCHXSchwab US Large-Cap ETF$2223,5690.2%ETFBRK.BBerkshire Hathaway$2225290.2%FinanceWDAYWorkday$2188000.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$2062,7110.2%ETFIWNiShares Russell 2000 Value ETF$2051,2890.2%ETFPBIPitney Bowes$5211,9050.0%Computer and TechnologyVIRIVirios Therapeutics$510,0720.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
