HOWARD WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$179.4B
Holdings
115
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 36,675 | $13.6B | 7.58% | |
| 2 | VYMVANGUARD WHITEHALL FDS | 104,405 | $13.5B | 7.50% | |
| 3 | AAPLAPPLE INC | 35,249 | $7.8B | 4.36% | |
| 4 | VBVANGUARD INDEX FDS | 32,253 | $7.2B | 3.99% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 28,929 | $5.6B | 3.13% | |
| 6 | BSCPINVESCO EXCH TRD SLF IDX FD | 234,027 | $4.8B | 2.70% | |
| 7 | BSCQINVESCO EXCH TRD SLF IDX FD | 245,454 | $4.8B | 2.66% | |
| 8 | BSCRINVESCO EXCH TRD SLF IDX FD | 243,774 | $4.8B | 2.66% | |
| 9 | BSCSINVESCO EXCH TRD SLF IDX FD | 227,320 | $4.6B | 2.58% | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 36,896 | $4.3B | 2.38% | |
| 11 | BSCTINVESCO EXCH TRD SLF IDX FD | 202,158 | $3.7B | 2.09% | |
| 12 | VOOVANGUARD INDEX FDS | 7,222 | $3.7B | 2.07% | |
| 13 | SPYSPDR S&P 500 ETF TR | 6,565 | $3.7B | 2.05% | |
| 14 | IVWISHARES TR | 33,594 | $3.1B | 1.74% | |
| 15 | BNDVANGUARD BD INDEX FDS | 41,165 | $3.0B | 1.69% | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED F | 58,755 | $3.0B | 1.66% | |
| 17 | IVVISHARES TR | 4,992 | $2.8B | 1.56% | |
| 18 | PLTRPALANTIR TECHNOLOGIES INC | 33,201 | $2.8B | 1.56% | |
| 19 | VTVVANGUARD INDEX FDS | 15,621 | $2.7B | 1.50% | |
| 20 | BSJPINVESCO EXCH TRD SLF IDX FD | 108,151 | $2.5B | 1.39% | |
| 21 | BSJQINVESCO EXCH TRD SLF IDX FD | 99,259 | $2.3B | 1.28% | |
| 22 | BSJRINVESCO EXCH TRD SLF IDX FD | 98,636 | $2.2B | 1.23% | |
| 23 | BSJSINVESCO EXCH TRD SLF IDX FD | 98,253 | $2.1B | 1.18% | |
| 24 | VVVANGUARD INDEX FDS | 8,214 | $2.1B | 1.18% | |
| 25 | VVISA INC | 6,012 | $2.1B | 1.17% | |
| 26 | VTIVANGUARD INDEX FDS | 7,446 | $2.0B | 1.14% | |
| 27 | BSJTINVESCO EXCH TRD SLF IDX FD | 95,154 | $2.0B | 1.12% | |
| 28 | PFFISHARES TR | 64,418 | $2.0B | 1.10% | |
| 29 | CWBSPDR SER TR | 23,660 | $1.8B | 1.01% | |
| 30 | VEUVANGUARD INTL EQUITY INDEX F | 29,321 | $1.8B | 0.99% | |
| 31 | VXUSVANGUARD STAR FDS | 28,528 | $1.8B | 0.99% | |
| 32 | VRPINVESCO EXCH TRADED FD TR II | 73,085 | $1.8B | 0.99% | |
| 33 | AMZNAMAZON COM INC | 8,911 | $1.7B | 0.94% | |
| 34 | FLTRVANECK ETF TRUST | 63,805 | $1.6B | 0.91% | |
| 35 | PFXFVANECK ETF TRUST | 94,006 | $1.6B | 0.88% | |
| 36 | VHTVANGUARD WORLD FD | 5,682 | $1.5B | 0.84% | |
| 37 | BIZDVANECK ETF TRUST | 78,898 | $1.3B | 0.74% | |
| 38 | MSFTMICROSOFT CORP | 3,517 | $1.3B | 0.74% | |
| 39 | VNQVANGUARD INDEX FDS | 14,202 | $1.3B | 0.72% | |
| 40 | SDYSPDR SER TR | 9,308 | $1.3B | 0.70% | |
| 41 | IOOISHARES TR | 13,071 | $1.3B | 0.70% | |
| 42 | GOOGLALPHABET INC | 7,963 | $1.2B | 0.69% | |
| 43 | VXFVANGUARD INDEX FDS | 6,841 | $1.2B | 0.66% | |
| 44 | SPYVSPDR SER TR | 22,711 | $1.2B | 0.65% | |
| 45 | JEPIJ P MORGAN EXCHANGE TRADED F | 19,672 | $1.1B | 0.63% | |
| 46 | MAMASTERCARD INCORPORATED | 1,971 | $1.1B | 0.60% | |
| 47 | METAMETA PLATFORMS INC | 1,856 | $1.1B | 0.60% | |
| 48 | GOOGALPHABET INC | 6,821 | $1.1B | 0.59% | |
| 49 | ITA*ISHARES TR | 6,923 | $1.1B | 0.59% | |
| 50 | COSTCOSTCO WHSL CORP NEW | 1,118 | $1.1B | 0.59% | |
| 51 | SJNKSPDR SER TR | 41,658 | $1.0B | 0.58% | |
| 52 | SPDWSPDR INDEX SHS FDS | 26,659 | $970.7M | 0.54% | |
| 53 | NDQINVESCO QQQ TR | 2,051 | $962.2M | 0.54% | |
| 54 | EESWISDOMTREE TR | 19,255 | $940.4M | 0.52% | |
| 55 | JPMJPMORGAN CHASE & CO. | 3,763 | $923.2M | 0.51% | |
| 56 | DNLWISDOMTREE TR | 25,488 | $909.2M | 0.51% | |
| 57 | AMDADVANCED MICRO DEVICES INC | 7,909 | $812.6M | 0.45% | |
| 58 | VFHVANGUARD WORLD FD | 6,730 | $804.0M | 0.45% | |
| 59 | PWVINVESCO EXCHANGE TRADED FD T | 13,447 | $800.2M | 0.45% | |
| 60 | AMLPALPS ETF TR | 14,369 | $746.4M | 0.42% | |
| 61 | TSLATESLA INC | 2,819 | $730.6M | 0.41% | |
| 62 | NFLXNETFLIX INC | 777 | $724.6M | 0.40% | |
| 63 | HYSPIMCO ETF TR | 7,679 | $719.3M | 0.40% | |
| 64 | NVDANVIDIA CORPORATION | 6,578 | $713.0M | 0.40% | |
| 65 | IWMISHARES TR | 3,572 | $712.7M | 0.40% | |
| 66 | IWFISHARES TR | 1,879 | $678.7M | 0.38% | |
| 67 | DONSPDR DOW JONES INDL AVERAGE | 1,605 | $674.2M | 0.38% | |
| 68 | IJHISHARES TR | 10,299 | $601.0M | 0.33% | |
| 69 | VGTVANGUARD WORLD FD | 1,089 | $591.1M | 0.33% | |
| 70 | JNJJOHNSON & JOHNSON | 3,426 | $568.2M | 0.32% | |
| 71 | XOMEXXON MOBIL CORP | 4,662 | $554.5M | 0.31% | |
| 72 | LLYELI LILLY & CO | 665 | $549.2M | 0.31% | |
| 73 | EFAISHARES TR | 6,344 | $518.5M | 0.29% | |
| 74 | PEGPUBLIC SVC ENTERPRISE GRP IN | 6,274 | $516.4M | 0.29% | |
| 75 | CRMSALESFORCE INC | 1,917 | $514.6M | 0.29% | |
| 76 | VOVANGUARD INDEX FDS | 1,946 | $503.4M | 0.28% | |
| 77 | QYLDGLOBAL X FDS | 29,868 | $496.7M | 0.28% | |
| 78 | XYLDGLOBAL X FDS | 12,189 | $481.4M | 0.27% | |
| 79 | BRK/BBERKSHIRE HATHAWAY INC DEL | 802 | $427.1M | 0.24% | |
| 80 | MUNIPIMCO ETF TR | 8,106 | $417.9M | 0.23% | |
| 81 | HDHOME DEPOT INC | 1,102 | $404.0M | 0.23% | |
| 82 | MRKMERCK & CO INC | 4,418 | $396.6M | 0.22% | |
| 83 | SPTMSPDR SER TR | 5,669 | $385.6M | 0.21% | |
| 84 | MCDMCDONALDS CORP | 1,210 | $378.0M | 0.21% | |
| 85 | ABBVABBVIE INC | 1,793 | $375.8M | 0.21% | |
| 86 | IJRISHARES TR | 3,479 | $363.9M | 0.20% | |
| 87 | DWMWISDOMTREE TR | 5,615 | $326.5M | 0.18% | |
| 88 | PGPROCTER AND GAMBLE CO | 1,909 | $325.3M | 0.18% | |
| 89 | PFFVGLOBAL X FDS | 13,083 | $309.6M | 0.17% | |
| 90 | WDFCWD 40 CO | 1,250 | $305.0M | 0.17% | |
| 91 | IWBISHARES TR | 978 | $300.2M | 0.17% | |
| 92 | QQQINVESCO EXCH TRD SLF IDX FD | 12,185 | $298.3M | 0.17% | |
| 93 | BSMQINVESCO EXCH TRD SLF IDX FD | 12,610 | $297.7M | 0.17% | |
| 94 | BSMRINVESCO EXCH TRD SLF IDX FD | 12,615 | $297.1M | 0.17% | |
| 95 | BSMYINVESCO EXCH TRD SLF IDX FD | 12,710 | $294.6M | 0.16% | |
| 96 | DUKDUKE ENERGY CORP NEW | 2,400 | $292.8M | 0.16% | |
| 97 | ITBISHARES TR | 3,025 | $288.1M | 0.16% | |
| 98 | LMTLOCKHEED MARTIN CORP | 608 | $271.9M | 0.15% | |
| 99 | EZMWISDOMTREE TR | 4,455 | $265.5M | 0.15% | |
| 100 | BACVERIZON COMMUNICATIONS INC | 5,807 | $263.4M | 0.15% |
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