The Analysis of HOWARD WEALTH MANAGEMENT, LLC's Holdings
Currently, HOWARD WEALTH MANAGEMENT, LLC holds 134 types of securities in its portfolio with a total value $229.0M. In the most recent quarter, they have increased their positions in BSCU (+158.9K shares, valued at $2.7M), BSJU (+94.2K shares, valued at $2.5M), BSJQ (+53.2K shares, valued at $1.2M); decreased their positions in V (-2.7K shares, valued at $934.7K), JPST (-9.0K shares, valued at $456.7K), COST (-465 shares, valued at $401.2K); initiated new positions in BSMU (+26.7K shares, valued at $587.8K), BSCV (+20.5K shares, valued at $342.4K), JMUB (+5.3K shares, valued at $265.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS35.9K shares0.22%2025-12-312026-01-29
VYM VANGUARD WHITEHALL FDS111.9K shares2.94%2025-12-312026-01-29 AAPL APPLE INC32.3K shares-1.09%2025-12-312026-01-29 VB VANGUARD INDEX FDS31.9K shares0.42%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS27.1K shares-3.46%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC32.3K shares-0.54%2025-12-312026-01-29 BSCR INVESCO EXCH TRD SLF IDX FD278.4K shares10.11%2025-12-312026-01-29 BSCQ INVESCO EXCH TRD SLF IDX FD280.7K shares8.78%2025-12-312026-01-29 BSCS INVESCO EXCH TRD SLF IDX FD260.5K shares9.96%2025-12-312026-01-29 BSCT INVESCO EXCH TRD SLF IDX FD275.4K shares29.42%2025-12-312026-01-29 VT VANGUARD INTL EQUITY INDEX F35.8K shares-2.37%2025-12-312026-01-29 JPST J P MORGAN EXCHANGE TRADED F89.1K shares-9.20%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR6.5K shares-0.58%2025-12-312026-01-29 IVV ISHARES TR6.1K shares25.20%2025-12-312026-01-29 BSJQ INVESCO EXCH TRD SLF IDX FD178.1K shares42.56%2025-12-312026-01-29 BSCU INVESCO EXCH TRD SLF IDX FD239.8K shares196.29%2025-12-312026-01-29 BSJR INVESCO EXCH TRD SLF IDX FD173.1K shares43.51%2025-12-312026-01-29 IVW ISHARES TR31.2K shares-2.84%2025-12-312026-01-29 BSJS INVESCO EXCH TRD SLF IDX FD171.5K shares43.72%2025-12-312026-01-29 BSJT INVESCO EXCH TRD SLF IDX FD172.1K shares47.75%2025-12-312026-01-29 BSJU INVESCO EXCH TRD SLF IDX FD133.0K shares242.89%2025-12-312026-01-29 VEU VANGUARD INTL EQUITY INDEX F46.3K shares21.08%2025-12-312026-01-29 BND VANGUARD BD INDEX FDS42.1K shares0.43%2025-12-312026-01-29 VTV VANGUARD INDEX FDS15.0K shares1.29%2025-12-312026-01-29 FLDR FIDELITY MERRIMACK STR TR50.7K shares33.32%2025-12-312026-01-29 FLTR VANECK ETF TRUST97.3K shares16.62%2025-12-312026-01-29 VV VANGUARD INDEX FDS7.7K shares-3.68%2025-12-312026-01-29 JAAA JANUS DETROIT STR TR47.6K shares32.95%2025-12-312026-01-29 ALPHABET INC ALPHABET INC7.7K shares-2.35%2025-12-312026-01-29 VXUS VANGUARD STAR FDS31.6K shares3.34%2025-12-312026-01-29 VRP INVESCO EXCH TRADED FD TR II97.6K shares9.58%2025-12-312026-01-29 VTI VANGUARD INDEX FDS6.9K shares-4.66%2025-12-312026-01-29 CWB SPDR SERIES TRUST23.5K shares-1.95%2025-12-312026-01-29 AMZN AMAZON COM INC8.4K shares-3.05%2025-12-312026-01-29 ALPHABET INC ALPHABET INC5.9K shares-12.79%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC8.0K shares0.12%2025-12-312026-01-29 MSFT MICROSOFT CORP3.4K shares-1.84%2025-12-312026-01-29 SPDW SPDR INDEX SHS FDS36.0K shares4.65%2025-12-312026-01-29 VHT VANGUARD WORLD FD5.5K shares-1.80%2025-12-312026-01-29 IOO ISHARES TR12.6K shares-2.67%2025-12-312026-01-29 BIZD VANECK ETF TRUST112.0K shares-2.06%2025-12-312026-01-29 JEPI J P MORGAN EXCHANGE TRADED F26.9K shares3.58%2025-12-312026-01-29 PFXF VANECK ETF TRUST86.3K shares-5.57%2025-12-312026-01-29 ITA ISHARES TR6.6K shares-3.00%2025-12-312026-01-29 VNQ VANGUARD INDEX FDS14.3K shares0.70%2025-12-312026-01-29 VXF VANGUARD INDEX FDS6.0K shares-3.57%2025-12-312026-01-29 SDY SPDR SERIES TRUST8.8K shares-3.71%2025-12-312026-01-29 SPYV SPDR SERIES TRUST21.4K shares-1.69%2025-12-312026-01-29 META META PLATFORMS INC1.8K shares-0.16%2025-12-312026-01-29 V VISA INC3.4K shares-44.19%2025-12-312026-01-29 SJNK SPDR SERIES TRUST46.0K shares-5.12%2025-12-312026-01-29 TSLA TESLA INC2.5K shares0.00%2025-12-312026-01-29 EES WISDOMTREE TR19.2K shares0.00%2025-12-312026-01-29 MA MASTERCARD INCORPORATED1.9K shares-3.60%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.3.3K shares-9.89%2025-12-312026-01-29 PFF ISHARES TR32.3K shares-7.90%2025-12-312026-01-29 HYS PIMCO ETF TR9.4K shares3.94%2025-12-312026-01-29 VFH VANGUARD WORLD FD6.7K shares-1.29%2025-12-312026-01-29 PWV INVESCO EXCHANGE TRADED FD T13.1K shares-1.41%2025-12-312026-01-29 IWM ISHARES TR3.3K shares-1.77%2025-12-312026-01-29 VGT VANGUARD WORLD FD1.0K shares-2.96%2025-12-312026-01-29 NFLX NETFLIX INC7.8K shares898.59%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON3.4K shares-0.49%2025-12-312026-01-29 IJH ISHARES TR10.6K shares3.23%2025-12-312026-01-29 NVDA NVIDIA CORPORATION3.7K shares-1.97%2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGE1.4K shares-9.17%2025-12-312026-01-29 LLY ELI LILLY & CO632 shares-0.78%2025-12-312026-01-29 IWF ISHARES TR1.3K shares-0.38%2025-12-312026-01-29 QYLD GLOBAL X FDS35.2K shares2.83%2025-12-312026-01-29 ALPS ETF TR ALPS ETF TR13.2K shares-15.66%2025-12-312026-01-29 EFA ISHARES TR6.4K shares0.22%2025-12-312026-01-29 BSMU INVESCO EXCH TRD SLF IDX FD26.7K sharesnew addition2025-12-312026-01-29 XYLD GLOBAL X FDS14.4K shares-0.26%2025-12-312026-01-29 DNL WISDOMTREE TR13.9K shares-28.35%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW653 shares-41.59%2025-12-312026-01-29 MUNI PIMCO ETF TR10.4K shares16.10%2025-12-312026-01-29 VO VANGUARD INDEX FDS1.9K shares-1.37%2025-12-312026-01-29 XOM EXXON MOBIL CORP4.4K shares-5.43%2025-12-312026-01-29 BSMT INVESCO EXCH TRD SLF IDX FD22.4K shares58.03%2025-12-312026-01-29 BSMS INVESCO EXCH TRD SLF IDX FD22.0K shares41.75%2025-12-312026-01-29 BSMR INVESCO EXCH TRD SLF IDX FD21.9K shares41.68%2025-12-312026-01-29 BSMQ INVESCO EXCH TRD SLF IDX FD21.9K shares41.69%2025-12-312026-01-29 PEG PUBLIC SVC ENTERPRISE GRP IN6.3K shares0.00%2025-12-312026-01-29 IJR ISHARES TR3.7K shares6.96%2025-12-312026-01-29 SPTM SPDR SERIES TRUST5.3K shares-3.35%2025-12-312026-01-29 SHYG ISHARES TR10.2K shares21.21%2025-12-312026-01-29 ABBV ABBVIE INC1.7K shares-2.59%2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS4.7K shares20.64%2025-12-312026-01-29 DWM WISDOMTREE TR5.6K shares0.00%2025-12-312026-01-29 HD HOME DEPOT INC1.1K shares-0.37%2025-12-312026-01-29 VRIG INVESCO ACTIVELY MANAGED EXC14.6K shares15.66%2025-12-312026-01-29 APH AMPHENOL CORP NEW2.7K shares0.00%2025-12-312026-01-29 IWB ISHARES TR969 shares-0.92%2025-12-312026-01-29 BSCV INVESCO EXCH TRD SLF IDX FD20.5K sharesnew addition2025-12-312026-01-29 MCD MCDONALDS CORP1.1K shares-0.80%2025-12-312026-01-29 VUSB VANGUARD BD INDEX FDS6.5K shares45.25%2025-12-312026-01-29 SPHY SPDR SERIES TRUST12.8K shares20.69%2025-12-312026-01-29 EZM WISDOMTREE TR4.5K shares0.00%2025-12-312026-01-29 PULS PGIM ETF TR5.9K shares26.18%2025-12-312026-01-29 ITB ISHARES TR3.0K shares-1.51%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP576 shares-1.54%2025-12-312026-01-29 ICSH ISHARES TR5.5K shares30.81%2025-12-312026-01-29 AOR ISHARES TR4.2K shares-1.60%2025-12-312026-01-29 MINT PIMCO ETF TR2.7K shares19.98%2025-12-312026-01-29 JMUB J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2025-12-312026-01-29 WMT WALMART INC2.4K shares0.00%2025-12-312026-01-29 VGIT VANGUARD SCOTTSDALE FDS4.4K shares7.63%2025-12-312026-01-29 GSST GOLDMAN SACHS ETF TR5.1K shares23.25%2025-12-312026-01-29 GSY INVESCO ACTIVELY MANAGED EXC5.1K shares16.60%2025-12-312026-01-29 EVSM MORGAN STANLEY ETF TRUST5.0K sharesnew addition2025-12-312026-01-29 HYG ISHARES TR3.1K shares3.92%2025-12-312026-01-29 PG PROCTER AND GAMBLE CO1.8K shares-9.20%2025-12-312026-01-29 BKLN INVESCO EXCH TRADED FD TR II11.9K shares-17.15%2025-12-312026-01-29 FLMI FRANKLIN TEMPLETON ETF TR10.0K shares20.31%2025-12-312026-01-29 WDFC WD 40 CO1.2K shares0.00%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS812 shares0.12%2025-12-312026-01-29 ATI ATI INC2.1K sharesnew addition2025-12-312026-01-29 HEDJ WISDOMTREE TR4.4K shares0.00%2025-12-312026-01-29 VDE VANGUARD WORLD FD1.8K shares0.78%2025-12-312026-01-29 PFFV GLOBAL X FDS10.2K shares-20.76%2025-12-312026-01-29 FPFD FIDELITY COVINGTON TRUST10.3K sharesnew addition2025-12-312026-01-29 DVY ISHARES TR1.6K shares0.13%2025-12-312026-01-29 BSJV INVESCO EXCH TRD SLF IDX FD8.1K sharesnew addition2025-12-312026-01-29 JEPQ J P MORGAN EXCHANGE TRADED F3.7K shares4.94%2025-12-312026-01-29 XLF SELECT SECTOR SPDR TR3.9K shares-3.25%2025-12-312026-01-29 SRE SEMPRA2.4K shares0.00%2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE683 shares0.00%2025-12-312026-01-29 TJX TJX COS INC NEW1.3K sharesnew addition2025-12-312026-01-29 IWD ISHARES TR960 sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available