William Howard & Co Financial Advisors Inc Top Holdings and 13F Report (2025) About William Howard & Co Financial Advisors IncInvestment ActivityWilliam Howard & Co Financial Advisors Inc has $106.69 million in total holdings as of March 31, 2025.William Howard & Co Financial Advisors Inc owns shares of 52 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.78% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, William Howard & Co Financial Advisors Inc has purchased 52 new stocks and bought additional shares in 18 stocks.William Howard & Co Financial Advisors Inc sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $24,727,240iShares 7-10 Year Treasury Bond ETF $13,180,407iShares Select U.S. REIT ETF $9,766,120iShares Russell 2000 ETF $9,485,433iShares Russell 3000 ETF $4,733,920 Largest New Holdings this Quarter 594918104 - Microsoft $231,331 Holding459200101 - International Business Machines $220,561 Holding Largest Purchases this Quarter Microsoft 616 shares (about $231.33K)International Business Machines 887 shares (about $220.56K)iShares Select U.S. REIT ETF 1,779 shares (about $109.46K)Berkshire Hathaway 140 shares (about $74.56K)NVIDIA 444 shares (about $48.12K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,588 shares (about $1.45M)iShares Russell 3000 ETF 1,137 shares (about $361.14K)iShares Core MSCI EAFE ETF 2,642 shares (about $199.87K)iShares Russell 2000 ETF 400 shares (about $79.80K)Apple 232 shares (about $51.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilliam Howard & Co Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$24,727,240$1,454,180 ▼-5.6%44,00723.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$13,180,407$28,516 ▼-0.2%138,20312.4%ETFICFiShares Select U.S. REIT ETF$9,766,120$109,463 ▲1.1%158,7209.2%ETFIWMiShares Russell 2000 ETF$9,485,433$79,797 ▼-0.8%47,5488.9%FinanceIWViShares Russell 3000 ETF$4,733,920$361,142 ▼-7.1%14,9044.4%ETFIEFAiShares Core MSCI EAFE ETF$4,263,932$199,867 ▼-4.5%56,3644.0%ETFBNDVanguard Total Bond Market ETF$4,213,383$44,511 ▲1.1%57,3633.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,439,309$9,451 ▼-0.3%29,1133.2%ETFIUSGiShares Core S&P U.S. Growth ETF$2,867,6870.0%22,5662.7%ManufacturingEFAiShares MSCI EAFE ETF$2,535,4910.0%31,0232.4%FinanceSYKStryker$2,043,6520.0%5,4901.9%MedicalVEAVanguard FTSE Developed Markets ETF$1,851,689$13,724 ▼-0.7%36,4291.7%ETFAAPLApple$1,736,479$51,537 ▼-2.9%7,8171.6%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,681,782$2,234 ▲0.1%20,3291.6%ManufacturingTIPiShares TIPS Bond ETF$1,617,8210.0%14,5631.5%ETFVNQVanguard Real Estate ETF$1,318,512$9,597 ▲0.7%14,5631.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$968,854$37,724 ▲4.1%17,9520.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$935,9810.0%9,4620.9%FinanceAPHAmphenol$912,6190.0%13,9140.9%Computer and TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$912,5820.0%22,5550.9%ETFPFFiShares Preferred and Income Securities ETF$883,739$38,659 ▲4.6%28,7580.8%ETFQQQInvesco QQQ$806,719$25,796 ▼-3.1%1,7200.8%FinanceIUSViShares Core S&P U.S. Value ETF$786,3110.0%8,5200.7%ManufacturingCTBICommunity Trust Bancorp$785,2640.0%15,5930.7%FinanceIWFiShares Russell 1000 Growth ETF$728,085$722 ▲0.1%2,0160.7%ETFIWDiShares Russell 1000 Value ETF$714,679$3,011 ▲0.4%3,7980.7%ETFVUSBVanguard Ultra-Short Bond ETF$621,9910.0%12,4760.6%ETFSCZiShares MSCI EAFE Small-Cap ETF$600,5880.0%9,4540.6%ETFFBNDFidelity Total Bond ETF$591,8070.0%12,9640.6%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$561,712$6,169 ▼-1.1%16,0250.5%ETFVOOVanguard S&P 500 ETF$554,810$1,027 ▲0.2%1,0800.5%ETFIJHiShares Core S&P Mid-Cap ETF$487,715$39,738 ▼-7.5%8,3580.5%ETFVVisa$379,1980.0%1,0820.4%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$359,418$13,669 ▼-3.7%2,9450.3%ETFIJRiShares Core S&P Small-Cap ETF$342,014$105 ▲0.0%3,2710.3%ETFAMZNAmazon.com$341,707$951 ▼-0.3%1,7960.3%Retail/WholesaleBRK.BBerkshire Hathaway$321,678$74,561 ▲30.2%6040.3%FinanceVTIVanguard Total Stock Market ETF$290,439$3,023 ▲1.1%1,0570.3%ETFNVDANVIDIA$278,537$48,121 ▲20.9%2,5700.3%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$272,9680.0%7,5530.3%ETFSCHASchwab US Small-Cap ETF$266,485$633 ▲0.2%11,3740.2%ETFIWOiShares Russell 2000 Growth ETF$250,419$42,929 ▼-14.6%9800.2%ETFVWOVanguard FTSE Emerging Markets ETF$249,914$91 ▲0.0%5,5220.2%ETFAVLVAvantis U.S. Large Cap Value ETF$243,344$978 ▲0.4%3,7320.2%ETFCRWDCrowdStrike$239,7540.0%6800.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$234,668$729 ▲0.3%10,6280.2%ETFMSFTMicrosoft$231,331$231,331 ▲New Holding6160.2%Computer and TechnologyMCOMoody's$221,2030.0%4750.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$221,102$1,196 ▲0.5%8,3190.2%ETFIBMInternational Business Machines$220,561$220,561 ▲New Holding8870.2%Computer and TechnologyIWCiShares Micro-Cap ETF$210,3970.0%1,8970.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$203,417$5,133 ▼-2.5%8,1240.2%ETFIWNiShares Russell 2000 Value ETF$0$212 ▼-100.0%00.0%ETFVIOOVanguard S&P Small-Cap 600 ETF$0$211 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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