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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 : 9     View All Holdings Currently Viewing:  New 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
   (LLY)1 Year Chart         LLY Eli Lilly & Co 54 New $763.98 $505,000 649 0.41% 505,000 649 0    Drug Manufacturers - ...
   (HSPX)1 Year Chart         HSPX Global X S&P 500 Covered Ca... 89 New $0.00 $253,000 6,208 0.21% 253,000 6,208 0.006    N/A
   (CI)1 Year Chart         CI Cigna Corporation 94 New $346.42 $217,000 597 0.18% 217,000 597 0    Health Care Plans
   (HEDJ)1 Year Chart         HEDJ Wisdomtree International He... 96 New $48.35 $212,000 4,395 0.17% 212,000 4,395 0.015    N/A
   (DE)1 Year Chart         DE Deere & Co 97 New $412.78 $210,000 511 0.17% 210,000 511 0    Farm & Construction M...
   (CVX)1 Year Chart         CVX Chevron Corp 100 New $163.61 $205,000 1,297 0.17% 205,000 1,297 0    Integrated Oil & Gas
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 102 New $0.00 $202,000 1,995 0.16% 202,000 1,995 0.002    N/A
   (QYLD)1 Year Chart         QYLD Global X NASDAQ 100 Covered... 103 New $0.00 $191,000 10,648 0.16% 191,000 10,648 0.003    N/A
   (BIZD)1 Year Chart         BIZD Vaneck Vectors Bdc Income Etf 104 New $17.10 $171,000 10,139 0.14% 171,000 10,139 0.051    N/A

      9 Records Found
  1    
Page 1 of 1
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