Howard Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Howard Wealth Management, LLC reported 115 stock positions worth $179.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 7.6% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 7.5%) and Apple (AAPL, 4.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 6, added to 35 and reduced 58. The biggest buy was a new position in JPMorgan Ultra-Short Income (JPST) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, CT
- CIK
- 0001766286
- Portfolio Value
- $179.4M (Q1 2025)
- SEC Filing
- 0001172661-25-001746 ↗ filed May 13, 2025
Holdings Value
Holdings 115 stocks · $179.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 7.58% | 36,675 | $13.6M | Reduce -2.5% |
| VYM Vanguard High DVD Yield ETF | 7.50% | 104,405 | $13.5M | Reduce -2.1% |
| AAPL Apple Inc. | 4.36% | 35,249 | $7.8M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.99% | 32,253 | $7.2M | Reduce -3.9% |
| VIG Vanguard Dividend Apprec ETF | 3.13% | 28,929 | $5.6M | Reduce -2.9% |
| BSCP Invesco Bulletshares 2025 CB | 2.70% | 234,027 | $4.8M | Reduce -0.5% |
| BSCQ Invesco Bulletshares 2026 CB | 2.66% | 245,454 | $4.8M | Reduce -1.1% |
| BSCR Invesco Bulletshares 2027 CB | 2.66% | 243,774 | $4.8M | Reduce -0.3% |
| BSCS Invesco Bulletshares 2028 CB | 2.58% | 227,320 | $4.6M | Reduce -1.7% |
| VT Vanguard Tot World STK ETF | 2.38% | 36,896 | $4.3M | Reduce -2.8% |
| BSCT Invesco Bulletshares 2029 CB | 2.09% | 202,158 | $3.7M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 2.07% | 7,222 | $3.7M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.05% | 6,565 | $3.7M | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 1.74% | 33,594 | $3.1M | Reduce -1.9% |
| BND Vanguard Total Bond Market | 1.69% | 41,165 | $3.0M | Add +1.2% |
| JPST JPMorgan Ultra-Short Income | 1.66% | 58,755 | $3.0M | New |
| IVV iShares Core S&P 500 ETF | 1.56% | 4,992 | $2.8M | Reduce -3.8% |
| PLTR Palantir Technologies Inc. Class A | 1.56% | 33,201 | $2.8M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.50% | 15,621 | $2.7M | Reduce -0.2% |
| BSJP Invesco Bulletshares 2025 HY | 1.39% | 108,151 | $2.5M | Add +0.3% |
| BSJQ Invesco Bulletshares 2026 HY | 1.28% | 99,259 | $2.3M | Add +0.1% |
| BSJR Invesco Bulletshares 2027 HY | 1.23% | 98,636 | $2.2M | No change |
| BSJS Invesco Bulletshares 2028 HY | 1.18% | 98,253 | $2.1M | Reduce -0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.18% | 8,214 | $2.1M | Add +1.0% |
| V Visa Inc. Class A | 1.17% | 6,012 | $2.1M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 7,446 | $2.0M | Reduce -4.8% |
| BSJT Invesco Bulletshares 2029 HY | 1.12% | 95,154 | $2.0M | Reduce -0.3% |
| PFF iShares Preferred & Income S | 1.10% | 64,418 | $2.0M | Reduce -19.4% |
| CWB SS SPDR BB Conv Sec ETF | 1.01% | 23,660 | $1.8M | Reduce -1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.99% | 29,321 | $1.8M | Reduce -7.6% |
| VXUS Vanguard Total Intl Stock | 0.99% | 28,528 | $1.8M | Reduce -0.8% |
| VRP Invesco Variable Rate Prefer | 0.99% | 73,085 | $1.8M | Add +10.8% |
| AMZN Amazon.com Inc. | 0.94% | 8,911 | $1.7M | Reduce -2.5% |
| FLTR Vaneck Ig Floating Rate ETF | 0.91% | 63,805 | $1.6M | Add +17.4% |
| PFXF Vaneck Pref Sec X-Financials | 0.88% | 94,006 | $1.6M | Add +9.8% |
| VHT Vanguard Health Care ETF | 0.84% | 5,682 | $1.5M | Reduce -1.3% |
| BIZD Vaneck BDC Income ETF | 0.74% | 78,898 | $1.3M | Add +10.3% |
| MSFT Microsoft Corp. | 0.74% | 3,517 | $1.3M | Reduce -1.3% |
| VNQ Vanguard Real Estate ETF | 0.72% | 14,202 | $1.3M | Reduce -1.7% |
| SDY SS SPDR S&P Dividend ETF | 0.70% | 9,308 | $1.3M | Reduce -2.3% |
| IOO iShares Global 100 ETF | 0.70% | 13,071 | $1.3M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.69% | 7,963 | $1.2M | Reduce -1.0% |
| VXF Vanguard Extended Market ETF | 0.66% | 6,841 | $1.2M | Reduce -8.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.65% | 22,711 | $1.2M | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 19,672 | $1.1M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.60% | 1,971 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.60% | 1,856 | $1.1M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.59% | 6,821 | $1.1M | Reduce -3.9% |
| ITA iShares U.S. Aerospace & Def | 0.59% | 6,923 | $1.1M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.59% | 1,118 | $1.1M | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.58% | 41,658 | $1.0M | Add +2.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.54% | 26,659 | $971K | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 2,051 | $962K | Add +1.7% |
| EES Wisdomtree US Smallcap Fund | 0.52% | 19,255 | $940K | No change |
| JPM JPMorgan Chase & Co. | 0.51% | 3,763 | $923K | Reduce -1.4% |
| DNL Wisdmtree GB Ex-US QL GR-Usd | 0.51% | 25,488 | $909K | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.45% | 7,909 | $813K | Reduce -1.6% |
| VFH Vanguard Financials ETF | 0.45% | 6,730 | $804K | Add +2.4% |
| PWV Invesco Large Cap Value ETF | 0.45% | 13,447 | $800K | No change |
| AMLP Alerian MLP ETF | 0.42% | 14,369 | $746K | Add +29.5% |
| TSLA Tesla Inc. | 0.41% | 2,819 | $731K | Reduce -37.2% |
| NFLX Netflix Inc. | 0.40% | 777 | $725K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.40% | 7,679 | $719K | Add +7.4% |
| NVDA Nvidia Corp. | 0.40% | 6,578 | $713K | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.40% | 3,572 | $713K | Reduce -5.6% |
| IWF iShares Russell 1000 Growth | 0.38% | 1,879 | $679K | Reduce -0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.38% | 1,605 | $674K | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 10,299 | $601K | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.33% | 1,089 | $591K | Add +2.5% |
| JNJ Johnson & Johnson | 0.32% | 3,426 | $568K | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.31% | 4,662 | $555K | Add +7.1% |
| LLY Eli Lilly & Co. | 0.31% | 665 | $549K | Add +1.1% |
| EFA iShares MSCI Eafe ETF | 0.29% | 6,344 | $519K | Reduce -1.4% |
| PEG Public Service Enterprise GP | 0.29% | 6,274 | $516K | No change |
| CRM Salesforce Inc. | 0.29% | 1,917 | $515K | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 1,946 | $503K | Reduce -1.2% |
| QYLD Global X Nasd 100 Cov Call | 0.28% | 29,868 | $497K | Add +12.7% |
| XYLD Global X S&P 500 Cove Call E | 0.27% | 12,189 | $481K | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 802 | $427K | Reduce -3.0% |
| MUNI PIMCO Intermediate Municipal | 0.23% | 8,106 | $418K | Add +10.9% |
| HD Home Depot Inc. | 0.23% | 1,102 | $404K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.22% | 4,418 | $397K | Add +0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 5,669 | $386K | Reduce -15.4% |
| MCD McDonald's Corp. | 0.21% | 1,210 | $378K | Add +0.1% |
| ABBV Abbvie Inc. | 0.21% | 1,793 | $376K | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 3,479 | $364K | Reduce -1.9% |
| DWM Wisdomtree International Equ | 0.18% | 5,615 | $327K | No change |
| PG The Procter & Gamble Co. | 0.18% | 1,909 | $325K | Reduce -0.6% |
| PFFV Global X Variable Rate Pref | 0.17% | 13,083 | $310K | Add +36.8% |
| WDFC WD-40 Co. | 0.17% | 1,250 | $305K | No change |
| IWB iShares Russell 1000 ETF | 0.17% | 978 | $300K | Add +0.1% |
| BSMP Invesco Bulletshares 2025 MB | 0.17% | 12,185 | $298K | No change |
| BSMQ Invesco Bulletshares 2026 MB | 0.17% | 12,610 | $298K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.17% | 12,615 | $297K | No change |
| BSMS Invesco Bulletshares 2028 MB | 0.16% | 12,710 | $295K | No change |
| DUK Duke Energy Corp. | 0.16% | 2,400 | $293K | Add +0.3% |
| ITB iShares U.S. Home Constructi | 0.16% | 3,025 | $288K | Reduce -3.8% |
| LMT Lockheed Martin Corp. | 0.15% | 608 | $272K | Reduce -1.0% |
| EZM Wisdomtree US Midcap Fund | 0.15% | 4,455 | $266K | No change |
| VZ Verizon Communications Inc. | 0.15% | 5,807 | $263K | Add +0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.5% | 7.58% | −0.77 |
| TSLA Tesla Inc. | Reduce -37.2% | 0.41% | −0.57 |
| AAPL Apple Inc. | Reduce -0.7% | 4.36% | −0.45 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.9% | 3.99% | −0.38 |
| PFF iShares Preferred & Income S | Reduce -19.4% | 1.10% | −0.26 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.9% | 1.74% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -2.5% | 0.94% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 0.59% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.69% | −0.14 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.13 |
| BKLN Invesco Senior Loan ETF | Reduce -46.8% | 0.14% | −0.12 |
| DE Deere & Co. | Sold out | 0.00% | −0.12 |
| SRE Sempra | Sold out | 0.00% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -3.5% | 2.07% | −0.11 |
| VXF Vanguard Extended Market ETF | Reduce -8.3% | 0.66% | −0.11 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.11 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.11 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 1.56% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.8% | 1.14% | −0.09 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.74% | −0.08 |
| AMD Advanced Micro Devices | Reduce -1.6% | 0.45% | −0.07 |
| CRM Salesforce Inc. | Reduce -0.3% | 0.29% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -5.6% | 0.40% | −0.06 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -15.4% | 0.21% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 2.05% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.38% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 3.13% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -2.8% | 2.38% | −0.03 |
| BSMT Invesco Bulletshares 2029 MB | Reduce -15.6% | 0.13% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.9% | 0.20% | −0.02 |
| ITB iShares U.S. Home Constructi | Reduce -3.8% | 0.16% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 0.33% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.0% | 0.15% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -6.9% | 0.14% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -11.4% | 0.14% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.60% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.28% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.6% | 0.11% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.5% | 0.38% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.6% | 0.14% | +0.00 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -1.0% | 1.01% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -7.6% | 0.99% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.18% | +0.01 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Reduce -0.1% | 0.51% | +0.01 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -0.3% | 1.12% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.1% | 0.65% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.51% | +0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -1.7% | 0.72% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.3% | 0.70% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| JPST JPMorgan Ultra-Short Income | New | 1.66% | +1.66 |
| PLTR Palantir Technologies Inc. Class A | Add +0.5% | 1.56% | +0.21 |
| FLTR Vaneck Ig Floating Rate ETF | Add +17.4% | 0.91% | +0.16 |
| V Visa Inc. Class A | Add +1.0% | 1.17% | +0.16 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.13% | +0.13 |
| AMLP Alerian MLP ETF | Add +29.5% | 0.42% | +0.13 |
| VRP Invesco Variable Rate Prefer | Add +10.8% | 0.99% | +0.12 |
| CVX Chevron Corp. | New | 0.12% | +0.12 |
| HEDJ Wisdomtree Europe Hedged Equ | New | 0.12% | +0.12 |
| IBM Intl Business Machines Corp. | New | 0.11% | +0.11 |
| BND Vanguard Total Bond Market | Add +1.2% | 1.69% | +0.10 |
| BIZD Vaneck BDC Income ETF | Add +10.3% | 0.74% | +0.09 |
| PFXF Vaneck Pref Sec X-Financials | Add +9.8% | 0.88% | +0.08 |
| XOM Exxon Mobil Corp. | Add +7.1% | 0.31% | +0.06 |
| ITA iShares U.S. Aerospace & Def | Add +0.8% | 0.59% | +0.05 |
| PFFV Global X Variable Rate Pref | Add +36.8% | 0.17% | +0.05 |
| JNJ Johnson & Johnson | Add +0.0% | 0.32% | +0.05 |
| BSJP Invesco Bulletshares 2025 HY | Add +0.3% | 1.39% | +0.04 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +7.4% | 0.40% | +0.04 |
| BSJQ Invesco Bulletshares 2026 HY | Add +0.1% | 1.28% | +0.03 |
| LLY Eli Lilly & Co. | Add +1.1% | 0.31% | +0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +2.4% | 0.58% | +0.03 |
| VFH Vanguard Financials ETF | Add +2.4% | 0.45% | +0.03 |
| MUNI PIMCO Intermediate Municipal | Add +10.9% | 0.23% | +0.03 |
| DUK Duke Energy Corp. | Add +0.3% | 0.16% | +0.02 |
| VZ Verizon Communications Inc. | Add +0.5% | 0.15% | +0.02 |
| MCD McDonald's Corp. | Add +0.1% | 0.21% | +0.02 |
| QYLD Global X Nasd 100 Cov Call | Add +12.7% | 0.28% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +0.0% | 0.63% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +0.3% | 0.13% | +0.01 |
| DVY iShares Select Dividend ETF | Add +0.1% | 0.12% | +0.01 |
| XYLD Global X S&P 500 Cove Call E | Add +4.5% | 0.27% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.17% | −0.00 |
| HD Home Depot Inc. | Add +0.2% | 0.23% | −0.01 |
| IOO iShares Global 100 ETF | Add +0.6% | 0.70% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.0% | 1.18% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.22% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.54% | −0.02 |
| VGT Vanguard Info Tech ETF | Add +2.5% | 0.33% | −0.03 |
| NVDA Nvidia Corp. | Add +0.8% | 0.40% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 156 | $270.5M | VYM, VUG, AAPL, VB, VIG |
| Q1 2026 | 142 | $237.6M | VYM, VUG, AAPL, VB, VIG |
| Q4 2025 | 134 | $229.0M | VUG, VYM, AAPL, VB, VIG |
| Q3 2025 | 131 | $217.5M | VUG, VYM, AAPL, VB, VIG |
| Q2 2025 | 121 | $197.9M | VUG, VYM, VB, AAPL, JPST |
| Q1 2025 | 115 | $179.4M | VUG, VYM, AAPL, VB, VIG |
| Q4 2024 | 116 | $184.8M | VUG, VYM, AAPL, VB, VIG |
| Q3 2024 | 112 | $171.8M | VUG, VYM, VB, AAPL, VIG |
| Q2 2024 | 93 | $126.8M | VUG, VYM, AAPL, VB, VIG |
| Q1 2024 | 104 | $123.0M | VUG, VYM, VB, AAPL, VIG |