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  Name: Howard Wealth Management LLC
  City: Madison
  State: CT
  Zip: 06443
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,974,000
  Total Value Change : $3,306,000
  Securities Held Change : 4
   
All Securities Held : 104
  New Positions : 9
  Closed Positions : 5
  Increased Positions : 35
  Unchanged Positions : 14
  Decreased Positions : 46

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JPZ)1 Year Chart         JPZ Nuveen Equity Premium Incom... 105 Closed $13.16 $0 0 0% -544,000 -42,391 0    Closed - End Fund - E...
   (PPT)1 Year Chart         PPT Putnam Premier Income Trust 109 Closed $3.49 $0 0 0% -129,000 -36,235 0    Closed - End Fund - Debt
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 108 Closed $49.53 $0 0 0% -1,039,000 -22,273 0    Closed - End Fund - E...
   (AOM)1 Year Chart         AOM iShares Trust 107 Closed $42.52 $0 0 0% -266,000 -6,399 0    Closed - End Fund - Debt
   (JPG)1 Year Chart         JPG Nuveen Equity Premium & Gro... 106 Closed $15.70 $0 0 0% -4,126,000 -274,354 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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