Top 50 Howard Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 7.02% | 112.7K | $16.7M | +0.70%(+785) | $99.09(+60.94%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.58% | 35.8K | $15.6M | -0.38%(-136) | $33.69(+153.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.79% | 35.5K | $9.0M | +9.66%(+3.12K) | $118.57(+160.30%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.51% | 31.9K | $8.3M | +0.01%(+3) | $167.94(+78.84%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.41% | 26.6K | $5.7M | -1.79%(-484) | $125.08(+90.77%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.38% | 289.7K | $5.7M | +3.20%(+8.99K) | $19.41(+0.66%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.38% | 288.1K | $5.7M | +3.47%(+9.66K) | $19.52(+0.55%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.31% | 269.1K | $5.5M | +3.31%(+8.61K) | $20.31(+0.38%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.23% | 284.0K | $5.3M | +3.10%(+8.55K) | $18.58(+0.10%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.1% | 34.1K | $5.0M | +5.82%(+1.88K) | $31.38(+312.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.16% | +44.91% |
| Top 20 Holdings Unweighted | +12.70% | +43.15% |
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