The Analysis of William Howard & Co Financial Advisors Inc's Holdings
Currently, William Howard & Co Financial Advisors Inc holds 57 types of securities in its portfolio with a total value $118.6M. In the most recent quarter, they have increased their positions in VXUS (+2.9K shares, valued at $220.7K), BND (+1.4K shares, valued at $102.8K), IEFA (+964 shares, valued at $86.2K); decreased their positions in IVV (-434 shares, valued at $297.3K), IEF (-2.9K shares, valued at $275.3K), APH (-716 shares, valued at $96.8K); initiated new positions in VXUS (+2.9K shares, valued at $220.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR40.7K shares-1.05%2025-12-312026-01-21
IEF ISHARES TR129.7K shares-2.16%2025-12-312026-01-21 IWM ISHARES TR47.6K shares0.19%2025-12-312026-01-21 ICF ISHARES TR160.3K shares0.32%2025-12-312026-01-21 IWV ISHARES TR14.3K shares-0.34%2025-12-312026-01-21 IEFA ISHARES TR56.1K shares1.75%2025-12-312026-01-21 BND VANGUARD BD INDEX FDS60.5K shares2.35%2025-12-312026-01-21 IUSG ISHARES TR22.6K shares0.00%2025-12-312026-01-21 IEI ISHARES TR29.2K shares0.07%2025-12-312026-01-21 EFA ISHARES TR30.6K shares0.11%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS35.3K shares-0.93%2025-12-312026-01-21 SYK STRYKER CORPORATION5.5K shares0.00%2025-12-312026-01-21 AAPL APPLE INC6.7K shares0.00%2025-12-312026-01-21 APH AMPHENOL CORP NEW13.2K shares-5.15%2025-12-312026-01-21 SHY ISHARES TR20.5K shares0.25%2025-12-312026-01-21 TIP ISHARES TR13.4K shares0.65%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS15.1K shares0.39%2025-12-312026-01-21 IEMG ISHARES INC16.5K shares-3.61%2025-12-312026-01-21 VNQI VANGUARD INTL EQUITY INDEX F22.6K shares0.55%2025-12-312026-01-21 IWF ISHARES TR2.0K shares0.10%2025-12-312026-01-21 AGG ISHARES TR9.3K shares0.00%2025-12-312026-01-21 CTBI COMMUNITY TR BANCORP INC15.6K shares0.00%2025-12-312026-01-21 PFF ISHARES TR28.1K shares1.18%2025-12-312026-01-21 IUSV ISHARES TR8.1K shares0.00%2025-12-312026-01-21 FRDM EA SERIES TRUST15.9K shares0.28%2025-12-312026-01-21 IWD ISHARES TR3.9K shares0.50%2025-12-312026-01-21 SCZ ISHARES TR8.8K shares3.77%2025-12-312026-01-21 VUSB VANGUARD BD INDEX FDS12.5K shares0.00%2025-12-312026-01-21 FBND FIDELITY MERRIMACK STR TR13.0K shares0.00%2025-12-312026-01-21 ITOT ISHARES TR3.9K shares0.26%2025-12-312026-01-21 IJH ISHARES TR8.2K shares0.20%2025-12-312026-01-21 VTI VANGUARD INDEX FDS1.2K shares7.89%2025-12-312026-01-21 V VISA INC1.1K shares0.00%2025-12-312026-01-21 IJR ISHARES TR3.1K shares0.00%2025-12-312026-01-21 FNDF SCHWAB STRATEGIC TR7.8K shares3.02%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR11.5K shares0.44%2025-12-312026-01-21 CRWD CROWDSTRIKE HLDGS INC680 shares0.00%2025-12-312026-01-21 NVDA NVIDIA CORPORATION1.6K shares0.00%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.72%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR10.7K shares0.30%2025-12-312026-01-21 AVLV AMERICAN CENTY ETF TR3.8K shares0.37%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR8.1K shares0.10%2025-12-312026-01-21 AMZN AMAZON COM INC1.1K shares0.00%2025-12-312026-01-21 IWO ISHARES TR814 shares0.00%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS887 shares0.00%2025-12-312026-01-21 MSFT MICROSOFT CORP505 shares0.00%2025-12-312026-01-21 MCO MOODYS CORP475 shares0.00%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR7.9K shares-5.43%2025-12-312026-01-21 IWN ISHARES TR1.3K shares0.00%2025-12-312026-01-21 VV VANGUARD INDEX FDS719 shares0.56%2025-12-312026-01-21 VIOO VANGUARD ADMIRAL FDS INC2.0K shares1.31%2025-12-312026-01-21 EEM ISHARES TR4.0K shares-0.07%2025-12-312026-01-21 VXUS VANGUARD STAR FDS2.9K sharesnew addition2025-12-312026-01-21 IBIT ISHARES BITCOIN TRUST ETF4.1K shares12.04%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available