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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
JEPI +9,044+$497
MCD +1,253+$372
AMLP +5,690+$242
SQ +3,058+$237
NVDA +455+$225
DUK +2,259+$219
IWD +1,285+$212
VZ +5,621+$212
INTC +4,136+$208
BBH +1,218+$201
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
VCIT -3,655-$278
JPST -4,268-$214
BMY -3,638-$211
PCY -10,482-$191
PGF -11,805-$166
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
PFXF +12,940+$228
BND +7,943+$616
BXMX +5,320+$75
XOM +1,250+$75
VYM +820+$907
VOO +591+$468
VUG +489+$1,504
PG +475+$70
VT +468+$420
JPM +460+$154
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PGX -24,751-$185
PFF -15,765-$384
PPT -8,430-$21
SPXX -6,860-$42
SJNK -1,921-$21
DNL -1,706+$36
VCSH -1,691-$104
MINT -1,655-$167
IGSB -1,637-$71
Howard Wealth Management LLC Info
Size ($ in 1000's)
At 12/31/2023: $119,668
At 09/30/2023: $108,453

Howard Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Howard Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Howard Wealth Management LLC
As of  12/31/2023, we find all stocks held by Howard Wealth Management LLC to be as follows, presented in the table below with each row detailing each Howard Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Howard Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Howard Wealth Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 35,528 +489 $11,045
     VUG35,528+489$11,045
VANGUARD WHITEHALL FDS (VYM) 98,896 +820 $11,040
     VYM98,896+820$11,040
VANGUARD INDEX FDS (VB) 31,682 -315 $6,759
     VB31,682-315$6,759
APPLE INC 33,633 -1,460 $6,475
     AAPL33,633-1,460$6,475
VANGUARD SPECIALIZED FUNDS (VIG) 30,225 -451 $5,150
     VIG30,225-451$5,150
NUVEEN S&P 500 DYNAMIC OVERW 274,354 -6,860 $4,126
     SPXX274,354-6,860$4,126
VANGUARD INTL EQUITY INDEX F (VT) 38,740 +468 $3,986
     VT38,740+468$3,986
SPDR S&P 500 ETF TR (SPY) 6,739 +85 $3,203
     SPY6,739+85$3,203
ISHARES TR (IVW) 37,779 UNCH $2,837
     IVW37,779UNCH$2,837
ISHARES TR (PFF) 87,401 -15,765 $2,726
     PFF87,401-15,765$2,726
ISHARES TR (IVV) 5,276 +50 $2,520
     IVV5,276+50$2,520
VANGUARD INDEX FDS (VOO) 5,358 +591 $2,340
     VOO5,358+591$2,340
VANGUARD INDEX FDS (VTV) 15,519 +2 $2,320
     VTV15,519+2$2,320
VANGUARD INDEX FDS (VTI) 8,516 +18 $2,020
     VTI8,516+18$2,020
INVESCO EXCH TRADED FD TR II (PGX) 165,317 -24,751 $1,896
     PGX165,317-24,751$1,896
SPDR SER TR (CWB) 23,316 -592 $1,682
     CWB23,316-592$1,682
VANGUARD INTL EQUITY INDEX F (VEU) 29,354 -838 $1,648
     VEU29,354-838$1,648
VANGUARD INDEX FDS (VV) 7,102 +417 $1,549
     VV7,102+417$1,549
AMAZON COM INC 9,100 -320 $1,383
     AMZN9,100-320$1,383
VANGUARD INDEX FDS (VXF) 8,334 -245 $1,370
     VXF8,334-245$1,370
VANGUARD STAR FDS (VXUS) 23,510 -1,584 $1,363
     VXUS23,510-1,584$1,363
VANGUARD WORLD FDS (VHT) 5,408 -15 $1,355
     VHT5,408-15$1,355
SPDR SER TR (SDY) 10,063 -37 $1,258
     SDY10,063-37$1,258
VANGUARD BD INDEX FDS (BND) 16,331 +7,943 $1,201
     BND16,331+7,943$1,201
VANGUARD INDEX FDS (VNQ) 13,535 -680 $1,196
     VNQ13,535-680$1,196
ALPHABET INC 8,275 -95 $1,156
     GOOGL8,275-95$1,156
MICROSOFT CORP 2,990 -225 $1,124
     MSFT2,990-225$1,124
TESLA INC 4,489 UNCH $1,115
     TSLA4,489UNCH$1,115
SPDR SER TR (SPYV) 22,273 -30 $1,039
     SPYV22,273-30$1,039
INVESCO EXCH TRADED FD TR II (BKLN) 47,999 -217 $1,017
     BKLN47,999-217$1,017
ISHARES TR (IOO) 12,616 +25 $1,016
     IOO12,616+25$1,016
ALPHABET INC 6,980 UNCH $984
     GOOG6,980UNCH$984
WISDOMTREE TR 19,655 UNCH $979
     EES19,655UNCH$979
WISDOMTREE TR 26,317 -1,706 $973
     DNL26,317-1,706$973
SPDR INDEX SHS FDS (SPDW) 27,705 UNCH $942
     SPDW27,705UNCH$942
SPDR SER TR (SJNK) 37,215 -1,921 $936
     SJNK37,215-1,921$936
ISHARES TR (IWM) 4,570 -133 $917
     IWM4,570-133$917
VISA INC 3,379 -5 $880
     V3,379-5$880
INVESCO QQQ TR 2,117 +9 $867
     QQQ2,117+9$867
MASTERCARD INCORPORATED 1,956 UNCH $834
     MA1,956UNCH$834
VANGUARD SCOTTSDALE FDS (VCSH) 10,303 -1,691 $797
     VCSH10,303-1,691$797
SPDR DOW JONES INDL AVERAGE (DIA) 1,830 +23 $690
     DIA1,830+23$690
INVESCO EXCHANGE TRADED FD T (PWV) 13,485 UNCH $684
     PWV13,485UNCH$684
META PLATFORMS INC 1,856 -80 $657
     META1,856-80$657
JOHNSON & JOHNSON 3,981 +455 $624
     JNJ3,981+455$624
ISHARES TR (ITA) 4,743 +182 $600
     ITA4,743+182$600
JPMORGAN CHASE & CO 3,482 +460 $592
     JPM3,482+460$592
ISHARES TR (IJH) 2,074 -8 $575
     IJH2,074-8$575
ISHARES TR (IWF) 1,890 -2 $573
     IWF1,890-2$573
PALANTIR TECHNOLOGIES INC 32,858 +100 $564
     PLTR32,858+100$564
NUVEEN S&P 500 BUY WRITE INC 42,391 +5,320 $544
     BXMX42,391+5,320$544
VANECK ETF TRUST (PFXF) 30,585 +12,940 $525
     PFXF30,585+12,940$525
PIMCO ETF TR (HYS) 5,402 -297 $503
     HYS5,402-297$503
J P MORGAN EXCHANGE TRADED F (JEPI) 9,044 +9,044 $497
     JEPI9,044+9,044$497
ISHARES TR (EFA) 6,359 +87 $479
     EFA6,359+87$479
ISHARES TR (IJR) 4,391 +120 $475
     IJR4,391+120$475
MERCK & CO INC 4,273 UNCH $466
     MRK4,273UNCH$466
VANGUARD WORLD FDS (VFH) 4,899 -235 $452
     VFH4,899-235$452
PUBLIC SVC ENTERPRISE GRP IN 6,739 UNCH $412
     PEG6,739UNCH$412
EXXON MOBIL CORP 4,103 +1,250 $410
     XOM4,103+1,250$410
SPDR SER TR (SPTM) 6,688 -335 $391
     SPTM6,688-335$391
HOME DEPOT INC 1,105 -25 $383
     HD1,105-25$383
MCDONALDS CORP 1,253 +1,253 $372
     MCD1,253+1,253$372
NETFLIX INC 759 -6 $370
     NFLX759-6$370
ISHARES TR (IGSB) 7,159 -1,637 $367
     IGSB7,159-1,637$367
VANGUARD WORLD FDS (VGT) 747 -4 $362
     VGT747-4$362
PFIZER INC 12,226 -457 $352
     PFE12,226-457$352
UNITEDHEALTH GROUP INC 644 -15 $339
     UNH644-15$339
M & T BK CORP 2,463 UNCH $338
     MTB2,463UNCH$338
VANGUARD INDEX FDS (VO) 1,454 -45 $338
     VO1,454-45$338
ISHARES TR (ITB) 3,223 +3 $328
     ITB3,223+3$328
ISHARES TR (FLOT) 6,384 -76 $323
     FLOT6,384-76$323
ISHARES TR (HYG) 3,983 -772 $308
     HYG3,983-772$308
VANECK ETF TRUST (FLTR) 12,216 +91 $307
     FLTR12,216+91$307
WD 40 CO 1,275 UNCH $305
     WDFC1,275UNCH$305
BERKSHIRE HATHAWAY INC DEL      $296
     BRK.B829+11$296
PEPSICO INC 1,740 +450 $296
     PEP1,740+450$296
WISDOMTREE TR 5,615 UNCH $295
     DWM5,615UNCH$295
LOCKHEED MARTIN CORP 639 -15 $290
     LMT639-15$290
PIMCO ETF TR (MINT) 2,875 -1,655 $287
     MINT2,875-1,655$287
ABBVIE INC 1,805 UNCH $280
     ABBV1,805UNCH$280
ISHARES TR (AOR) 5,245 -444 $279
     AOR5,245-444$279
PROCTER AND GAMBLE CO 1,873 +475 $274
     PG1,873+475$274
COSTCO WHSL CORP NEW 412 -40 $272
     COST412-40$272
JPMORGAN CHASE & CO 10,507 -335 $266
     AMJ10,507-335$266
ISHARES TR (AOM) 6,399 +145 $266
     AOM6,399+145$266
ISHARES TR (IWB) 995 -100 $261
     IWB995-100$261
ALPS ETF TR (AMLP) 5,690 +5,690 $242
     AMLP5,690+5,690$242
BLOCK INC 3,058 +3,058 $237
     SQ3,058+3,058$237
WISDOMTREE TR 3,970 -100 $228
     EZM3,970-100$228
NVIDIA CORPORATION 455 +455 $225
     NVDA455+455$225
VANGUARD WORLD FDS (VDE) 1,907 -12 $224
     VDE1,907-12$224
ISHARES TR (IHI) 4,120 -1,180 $222
     IHI4,120-1,180$222
DUKE ENERGY CORP NEW 2,259 +2,259 $219
     DUK2,259+2,259$219
TEXAS INSTRS INC 1,280 UNCH $218
     TXN1,280UNCH$218
ISHARES TR (IWD) 1,285 +1,285 $212
     IWD1,285+1,285$212
VERIZON COMMUNICATIONS INC 5,621 +5,621 $212
     VZ5,621+5,621$212
INTEL CORP 4,136 +4,136 $208
     INTC4,136+4,136$208
VANECK ETF TRUST (BBH) 1,218 +1,218 $201
     BBH1,218+1,218$201
PUTNAM PREMIER INCOME TR 36,235 -8,430 $129
     PPT36,235-8,430$129
BRISTOL MYERS SQUIBB CO $0 (exited)
     BMY0-3,638$0
J P MORGAN EXCHANGE TRADED F $0 (exited)
     JPST0-4,268$0
INVESCO EXCH TRADED FD TR II $0 (exited)
     PCY0-10,482$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     PGF0-11,805$0
VANGUARD SCOTTSDALE FDS 0 -3,655 $0 (exited)
     VCIT0-3,655$0

See Summary: Howard Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Howard Wealth Management LLC

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