William Howard & Co Financial Advisors Inc Top Holdings and 13F Report (2024) About William Howard & Co Financial Advisors IncInvestment ActivityWilliam Howard & Co Financial Advisors Inc has $110.50 thousand in total holdings as of September 30, 2024.William Howard & Co Financial Advisors Inc owns shares of 52 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.92% of the portfolio was purchased this quarter.About 5.27% of the portfolio was sold this quarter.This quarter, William Howard & Co Financial Advisors Inc has purchased 57 new stocks and bought additional shares in 22 stocks.William Howard & Co Financial Advisors Inc sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $27,429iShares 7-10 Year Treasury Bond ETF $12,805iShares Russell 2000 ETF $10,594iShares Cohen & Steers REIT ETF $9,458iShares Russell 3000 ETF $5,361 Largest New Holdings this Quarter NVIDIA $285 HoldingCrowdStrike $233 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 6,788 shares (about $477.07)NVIDIA 2,126 shares (about $285.00)Fidelity Total Bond ETF 6,029 shares (about $270.66)CrowdStrike 680 shares (about $233.00)Schwab U.S. Large-Cap Growth ETF 6,248 shares (about $174.03) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 22,279 shares (about $2.06K)iShares Core S&P 500 ETF 1,948 shares (about $1.15K)iShares 3-7 Year Treasury Bond ETF 3,171 shares (about $366.49)iShares TIPS Bond ETF 2,351 shares (about $250.55)iShares Core U.S. Aggregate Bond ETF 2,477 shares (about $239.79) 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$27,429$1,147 ▼-4.0%46,59524.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$12,805$2,060 ▼-13.9%138,50211.6%ETFIWMiShares Russell 2000 ETF$10,594$67 ▲0.6%47,9489.6%FinanceICFiShares Cohen & Steers REIT ETF$9,458$111 ▼-1.2%156,9418.6%ETFIWViShares Russell 3000 ETF$5,361$5 ▼-0.1%16,0414.9%ETFIEFAiShares Core MSCI EAFE ETF$4,147$477 ▲13.0%59,0063.8%ETFBNDVanguard Total Bond Market ETF$4,081$45 ▲1.1%56,7573.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,374$366 ▼-9.8%29,1933.1%ETFIUSGiShares Core S&P U.S. Growth ETF$3,1450.0%22,5662.8%ManufacturingEFAiShares MSCI EAFE ETF$2,346$2 ▼-0.1%31,0232.1%FinanceAAPLApple$2,015$190 ▼-8.6%8,0491.8%Computer and TechnologySYKStryker$1,9770.0%5,4901.8%MedicalVEAVanguard FTSE Developed Markets ETF$1,755$12 ▲0.7%36,6991.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,664$4 ▲0.3%20,3021.5%ManufacturingTIPiShares TIPS Bond ETF$1,552$251 ▼-13.9%14,5631.4%ETFVNQVanguard Real Estate ETF$1,287$35 ▲2.8%14,4571.2%ETFAPHAmphenol$966$59 ▼-5.7%13,9140.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$916$240 ▼-20.7%9,4620.8%FinanceQQQInvesco QQQ$907$16 ▼-1.7%1,7750.8%FinanceIEMGiShares Core MSCI Emerging Markets ETF$900$4 ▼-0.5%17,2530.8%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$892$110 ▼-11.0%22,5550.8%ETFPFFiShares Preferred and Income Securities ETF$865$11 ▲1.3%27,5000.8%ETFCTBICommunity Trust Bancorp$827$1 ▼-0.1%15,5930.7%FinanceIWFiShares Russell 1000 Growth ETF$809$1 ▲0.1%2,0140.7%ETFIUSViShares Core S&P U.S. Value ETF$7890.0%8,5200.7%ManufacturingIWDiShares Russell 1000 Value ETF$700$4 ▲0.5%3,7820.6%ETFVUSBVanguard Ultra-Short Bond ETF$6190.0%12,4760.6%ETFFBNDFidelity Total Bond ETF$582$271 ▲86.9%12,9640.5%ETFVOOVanguard S&P 500 ETF$581$36 ▲6.6%1,0780.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$574$91 ▼-13.6%9,4540.5%ETFIJHiShares Core S&P Mid-Cap ETF$563$1 ▲0.2%9,0390.5%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$529$1 ▲0.3%16,2010.5%ETFAMZNAmazon.com$395$51 ▼-11.5%1,8010.4%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$393$2 ▼-0.5%3,0570.4%ETFIJRiShares Core S&P Small-Cap ETF$376$0 ▲0.0%3,2700.3%ETFVVisa$3420.0%1,0820.3%Business ServicesIWOiShares Russell 2000 Growth ETF$330$194 ▼-37.0%1,1480.3%ETFVTIVanguard Total Stock Market ETF$3030.0%1,0460.3%ETFSCHASchwab US Small-Cap ETF$293$145 ▲98.0%11,3470.3%ETFNVDANVIDIA$285$285 ▲New Holding2,1260.3%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$251$7 ▲3.0%7,5530.2%ETFIWCiShares Micro-Cap ETF$2480.0%1,8970.2%ETFAVLVAvantis U.S. Large Cap Value ETF$248$1 ▲0.5%3,7170.2%ETFSCHXSchwab US Large-Cap ETF$246$163 ▲195.0%10,5950.2%ETFVWOVanguard FTSE Emerging Markets ETF$243$2 ▲0.9%5,5200.2%ETFCRWDCrowdStrike$233$233 ▲New Holding6800.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$232$174 ▲300.2%8,3290.2%ETFMCOMoody's$2250.0%4750.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$216$144 ▲201.6%8,2740.2%ETFIWNiShares Russell 2000 Value ETF$2120.0%1,2890.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$211$3 ▲1.5%1,9880.2%ETFBRK.BBerkshire Hathaway$210$29 ▼-12.3%4640.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$0$246 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$243 ▼-100.0%00.0%ETFTEITempleton Emerging Markets Income Fund$0$125 ▼-100.0%00.0%Financial ServicesNCZVirtus Convertible & Income Fund II$0$98 ▼-100.0%00.0%Financial ServicesNCVVirtus Convertible & Income Fund$0$94 ▼-100.0%00.0%Financial ServicesOXLCOxford Lane Capital$0$86 ▼-100.0%00.0%Financial ServicesVIRIVirios Therapeutics$0$2 ▼-100.0%00.0%MedicalShowing 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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