William Howard & Co Financial Advisors Inc
CIK: 0002023493SEC EDGAR →
Portfolio Value
$118.6M
Holdings
57
As of
Q4 2025
New Positions
57
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 40,739 | $27.9M | 23.52% |
| 2 | ISHARES TR | 129,665 | $12.5M | 10.51% |
| 3 | ISHARES TR | 47,586 | $11.7M | 9.87% |
| 4 | ISHARES TR | 160,269 | $9.6M | 8.06% |
| 5 | ISHARES TR | 14,271 | $5.5M | 4.65% |
| 6 | ISHARES TR | 56,056 | $5.0M | 4.23% |
| 7 | VANGUARD BD INDEX FDS | 60,532 | $4.5M | 3.78% |
| 8 | ISHARES TR | 22,566 | $3.8M | 3.19% |
| 9 | ISHARES TR | 29,157 | $3.5M | 2.93% |
| 10 | ISHARES TR | 30,575 | $2.9M | 2.47% |
Quarterly Changes
New Positions (57)
$27.9M · 41K shares
$12.5M · 130K shares
$11.7M · 48K shares
$9.6M · 160K shares
$5.5M · 14K shares
$5.0M · 56K shares
$4.5M · 61K shares
$3.8M · 23K shares
$3.5M · 29K shares
$2.9M · 31K shares
$2.2M · 35K shares
$1.9M · 5K shares
$1.8M · 7K shares
$1.8M · 13K shares
$1.7M · 20K shares
$1.5M · 13K shares
$1.3M · 15K shares
$1.1M · 16K shares
$1.0M · 23K shares
$1.0M · 2K shares
$957K · 2K shares
$932K · 9K shares
$878K · 16K shares
$869K · 28K shares
$826K · 8K shares
$812K · 16K shares
$809K · 4K shares
$682K · 9K shares
$621K · 12K shares
$596K · 13K shares
$581K · 4K shares
$575K · 917 shares
$538K · 8K shares
$403K · 1K shares
$379K · 1K shares
$372K · 3K shares
$353K · 8K shares
$327K · 11K shares
$318K · 680 shares
$307K · 2K shares
$299K · 6K shares
$288K · 11K shares
$285K · 4K shares
$265K · 8K shares
$264K · 1K shares
$262K · 887 shares
$262K · 814 shares
$244K · 505 shares
$242K · 475 shares
$235K · 8K shares
$233K · 1K shares
$226K · 719 shares
$223K · 2K shares
$221K · 4K shares
$220K · 3K shares
$215K · 428 shares
$202K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $105.4M | 88.9% |
| Unknown | 3 | $6.2M | 5.3% |
| Technology | 6 | $4.7M | 4.0% |
| Healthcare | 1 | $1.9M | 1.6% |
| Consumer Cyclical | 1 | $264K | 0.2% |