William Howard & Co Financial Advisors Inc
CIK: 0002023493SEC EDGAR →
Portfolio Value
$118.6B
Holdings
57
As of
Q4 2025
New Positions
57
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 40,739 | $27.9B | 23.52% |
| 2 | ISHARES TR | 129,665 | $12.5B | 10.51% |
| 3 | ISHARES TR | 47,586 | $11.7B | 9.87% |
| 4 | ISHARES TR | 160,269 | $9.6B | 8.06% |
| 5 | ISHARES TR | 14,271 | $5.5B | 4.65% |
| 6 | ISHARES TR | 56,056 | $5.0B | 4.23% |
| 7 | VANGUARD BD INDEX FDS | 60,532 | $4.5B | 3.78% |
| 8 | ISHARES TR | 22,566 | $3.8B | 3.19% |
| 9 | ISHARES TR | 29,157 | $3.5B | 2.93% |
| 10 | ISHARES TR | 30,575 | $2.9B | 2.47% |
Quarterly Changes
New Positions (57)
$27.9B · 41K shares
$12.5B · 130K shares
$11.7B · 48K shares
$9.6B · 160K shares
$5.5B · 14K shares
$5.0B · 56K shares
$4.5B · 61K shares
$3.8B · 23K shares
$3.5B · 29K shares
$2.9B · 31K shares
$2.2B · 35K shares
$1.9B · 5K shares
$1.8B · 7K shares
$1.8B · 13K shares
$1.7B · 20K shares
$1.5B · 13K shares
$1.3B · 15K shares
$1.1B · 16K shares
$1.0B · 23K shares
$1.0B · 2K shares
$957.0M · 2K shares
$932.0M · 9K shares
$878.0M · 16K shares
$869.0M · 28K shares
$826.0M · 8K shares
$812.0M · 16K shares
$809.0M · 4K shares
$682.0M · 9K shares
$621.0M · 12K shares
$596.0M · 13K shares
$581.0M · 4K shares
$575.0M · 917 shares
$538.0M · 8K shares
$403.0M · 1K shares
$379.0M · 1K shares
$372.0M · 3K shares
$353.0M · 8K shares
$327.0M · 11K shares
$318.0M · 680 shares
$307.0M · 2K shares
$299.0M · 6K shares
$288.0M · 11K shares
$285.0M · 4K shares
$265.0M · 8K shares
$264.0M · 1K shares
$262.0M · 887 shares
$262.0M · 814 shares
$244.0M · 505 shares
$242.0M · 475 shares
$235.0M · 8K shares
$233.0M · 1K shares
$226.0M · 719 shares
$223.0M · 2K shares
$221.0M · 4K shares
$220.0M · 3K shares
$215.0M · 428 shares
$202.0M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $105.4B | 88.9% |
| Unknown | 3 | $6.2B | 5.3% |
| Technology | 6 | $4.7B | 4.0% |
| Healthcare | 1 | $1.9B | 1.6% |
| Consumer Cyclical | 1 | $264.0M | 0.2% |