William Howard & Co Financial Advisors Inc Portfolio Holdings
Q3 2025•56 long positions•$117.5M portfolio value
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Holding58 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $27.6M 23.45% | -$1.5M Sold | — 41.2K shares | 43.4K → 41.2K −$1.5M | -5.05% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.8M 10.88% | -$527.1K Sold | — 132.5K shares | 138.0K → 132.5K −$527.1K | -3.96% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $11.5M 9.78% | -$151.0K Sold | — 47.5K shares | 48.1K → 47.5K −$151.0K | -1.3% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.8M 8.38% | -$27.1K Sold | — 159.8K shares | 160.2K → 159.8K −$27.1K | -0.27% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.4M 4.62% | -$267.2K Sold | — 14.3K shares | 15.0K → 14.3K −$267.2K | -4.69% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.8M 4.09% | -$21.0K Sold | — 55.1K shares | 55.3K → 55.1K −$21.0K | -0.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.4M 3.74% | +$38.0K Bought | — 59.1K shares | 58.6K → 59.1K +$38.0K | +0.87% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.7M 3.16% | — | — 22.6K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.5M 2.96% | +$1.4K Bought | — 29.1K shares | 29.1K → 29.1K +$1.4K | +0.04% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.9M 2.43% | -$50.0K Sold | — 30.5K shares | 31.1K → 30.5K −$50.0K | -1.72% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.1M 1.82% | -$55.2K Sold | — 35.6K shares | 36.6K → 35.6K −$55.2K | -2.52% | — — | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $2.0M 1.73% | — | 0.001% 5.5K shares | — | — | $141.33B Large Cap | Q1 2024 Held for 1y 8m | |
Hardware, Equipment & Parts Technology | $1.7M 1.47% | — | 0.001% 13.9K shares | — | — | $151.09B Large Cap | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $1.7M 1.46% | -$276.3K Sold | 0.0% 6.7K shares | 7.8K → 6.7K −$276.3K | -13.88% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.7M 1.44% | +$3.3K Bought | — 20.4K shares | 20.4K → 20.4K +$3.3K | +0.2% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 1.26% | +$8.0K Bought | — 13.3K shares | 13.3K → 13.3K +$8.0K | +0.54% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 1.17% | -$8.2K Sold | — 15.0K shares | 15.1K → 15.0K −$8.2K | -0.6% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.959% | -$34.7K Sold | — 17.1K shares | 17.6K → 17.1K −$34.7K | -2.98% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.911% | — | — 22.4K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.0M 0.865% | +$600.4 Bought | — 1.7K shares | 1.7K → 1.7K +$600.4 | +0.06% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $946.3K 0.805% | +$936.9 Bought | — 2.0K shares | 2.0K → 2.0K +$936.9 | +0.1% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $936.3K 0.797% | — | — 9.3K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $877.9K 0.747% | +$8.7K Bought | — 27.8K shares | 27.5K → 27.8K +$8.7K | +1.0% | — — | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $870.4K 0.741% | -$2.0K Sold | 0.086% 15.6K shares | 15.6K → 15.6K −$2.0K | -0.23% | $1.0B Small Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $805.2K 0.685% | — | — 8.1K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $780.2K 0.664% | +$3.5K Bought | — 3.8K shares | 3.8K → 3.8K +$3.5K | +0.45% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $700.6K 0.596% | -$14.4K Sold | — 15.8K shares | 16.1K → 15.8K −$14.4K | -2.02% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $650.5K 0.554% | -$77.3K Sold | — 8.5K shares | 9.5K → 8.5K −$77.3K | -10.63% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $623.7K 0.531% | — | — 12.5K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $599.5K 0.51% | — | — 13.0K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $568.7K 0.484% | -$7.7K Sold | — 3.9K shares | 4.0K → 3.9K −$7.7K | -1.34% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $566.5K 0.482% | -$94.9K Sold | — 925.0 shares | 1.1K → 925.0 −$94.9K | -14.35% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $531.9K 0.453% | +$717.8 Bought | — 8.2K shares | 8.1K → 8.2K +$717.8 | +0.14% | — — | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $369.4K 0.314% | — | 0.0% 1.1K shares | — | — | $662.60B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $368.6K 0.314% | -$20.1K Sold | — 3.1K shares | 3.3K → 3.1K −$20.1K | -5.17% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $365.9K 0.311% | +$14.4K Bought | — 1.1K shares | 1.1K → 1.1K +$14.4K | +4.11% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $333.5K 0.284% | — | 0.0% 680.0 shares | — | — | $123.06B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $326.2K 0.278% | — | — 7.6K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $319.4K 0.272% | +$1.0K Bought | — 11.4K shares | 11.4K → 11.4K +$1.0K | +0.32% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $307.9K 0.262% | -$173.5K Sold | 0.0% 1.7K shares | 2.6K → 1.7K −$173.5K | -36.05% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $300.0K 0.255% | +$596.0 Bought | — 5.5K shares | 5.5K → 5.5K +$596.0 | +0.2% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $281.6K 0.24% | +$763.9 Bought | — 10.7K shares | 10.7K → 10.7K +$763.9 | +0.27% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $271.5K 0.231% | +$722.5 Bought | — 3.8K shares | 3.7K → 3.8K +$722.5 | +0.27% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $261.6K 0.223% | -$57.5K Sold | 0.0% 505.0 shares | 616.0 → 505.0 −$57.5K | -18.02% | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $260.5K 0.222% | -$46.1K Sold | — 814.0 shares | 958.0 → 814.0 −$46.1K | -15.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $259.7K 0.221% | +$223.4 Bought | — 8.1K shares | 8.1K → 8.1K +$223.4 | +0.09% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $251.8K 0.214% | -$146.2K Sold | 0.0% 1.1K shares | 1.8K → 1.1K −$146.2K | -36.73% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
Information Technology Services Technology | $250.3K 0.213% | — | 0.0% 887.0 shares | — | — | $262.84B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $244.7K 0.208% | +$1.3K Bought | — 8.4K shares | 8.4K → 8.4K +$1.3K | +0.51% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $236.5K 0.201% | +$236.5K New | — 3.6K shares | 0 → 3.6K +$236.5K | New | — — | Q3 2025 Held for 2 months |
