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Name: |
Howard Wealth Management LLC |
City: |
Madison |
State: |
CT |
Zip: |
06443 |
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Holdings
Found :
14 |
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Unchanged Positions |
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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 |
|
VTV |
Vanguard Value VIPERS |
12 |
- |
$161.26 |
$2,527,000 |
15,519 |
2.05% |
207,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
EES |
WisdomTree SmallCap Earnings |
31 |
- |
$48.85 |
$985,000 |
19,655 |
0.8% |
6,000 |
0 |
0.161 |
Closed - End Fund - Debt |
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TSLA |
Tesla Motors Inc |
39 |
- |
$177.81 |
$789,000 |
4,489 |
0.64% |
-326,000 |
0 |
0 |
Auto Manufacturers |
|
PWV |
Invesco Dynamic Large Cap V... |
41 |
- |
$55.78 |
$764,000 |
13,485 |
0.62% |
80,000 |
0 |
0.074 |
Closed - End Fund - Debt |
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PLTR |
Palantir Technologies Inc |
42 |
- |
$20.94 |
$756,000 |
32,858 |
0.61% |
192,000 |
0 |
0.002 |
N/A |
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PEG |
Public Service Enterprise G... |
59 |
- |
$73.49 |
$450,000 |
6,739 |
0.37% |
38,000 |
0 |
0.001 |
Multi Utilities |
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MTB |
M&T Bank Corp |
66 |
- |
$153.79 |
$358,000 |
2,463 |
0.29% |
20,000 |
0 |
0.001 |
Domestic Regional Banks |
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WDFC |
WD-40 Company |
71 |
- |
$233.31 |
$323,000 |
1,275 |
0.26% |
18,000 |
0 |
0.009 |
Specialty Chemicals |
|
DWM |
WisdomTree Trust DIEFA Fund |
76 |
- |
$53.85 |
$308,000 |
5,615 |
0.25% |
13,000 |
0 |
0.047 |
Closed - End Fund - E... |
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SQ |
Square Inc |
87 |
- |
$69.74 |
$259,000 |
3,058 |
0.21% |
22,000 |
0 |
0.001 |
N/A |
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EZM |
WisdomTree MidCap Earnings |
91 |
- |
$59.64 |
$242,000 |
3,970 |
0.2% |
14,000 |
0 |
0.027 |
Closed - End Fund - Debt |
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IWD |
iShares Russell 1000 Value |
92 |
- |
$176.70 |
$230,000 |
1,285 |
0.19% |
18,000 |
0 |
0 |
Closed - End Fund - E... |
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TXN |
Texas Instruments Inc |
93 |
- |
$187.82 |
$223,000 |
1,280 |
0.18% |
5,000 |
0 |
0 |
Semiconductor- Broad... |
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BBH |
Vaneck Vectors Biotech |
101 |
- |
$157.33 |
$203,000 |
1,218 |
0.17% |
2,000 |
0 |
0.041 |
N/A |
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