Instuitional Investor - Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Howard Wealth Management, Llc |
| Portfolio Value | $270,454,475 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VYM | 119,863 | $18,942,045 | 7% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 214,780 | $18,501,230 | 6.84% | |
| 3. | AAPL | 36,980 | $10,700,810 | 3.96% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 32,826 | $9,950,273 | 3.68% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 26,188 | $6,196,622 | 2.29% |
Hedge Fund Resource Center 
