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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

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged 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
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 12 - $161.93 $2,527,000 15,519 2.05% 207,000 0 0.003    Closed - End Fund - E...
   (EES)1 Year Chart         EES WisdomTree SmallCap Earnings 31 - $49.32 $985,000 19,655 0.8% 6,000 0 0.161    Closed - End Fund - Debt
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 39 - $177.81 $789,000 4,489 0.64% -326,000 0 0    Auto Manufacturers
   (PWV)1 Year Chart         PWV Invesco Dynamic Large Cap V... 41 - $55.93 $764,000 13,485 0.62% 80,000 0 0.074    Closed - End Fund - Debt
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 42 - $21.44 $756,000 32,858 0.61% 192,000 0 0.002    N/A
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 59 - $73.74 $450,000 6,739 0.37% 38,000 0 0.001    Multi Utilities
   (MTB)1 Year Chart         MTB M&T Bank Corp 66 - $155.06 $358,000 2,463 0.29% 20,000 0 0.001    Domestic Regional Banks
   (WDFC)1 Year Chart         WDFC WD-40 Company 71 - $240.09 $323,000 1,275 0.26% 18,000 0 0.009    Specialty Chemicals
   (DWM)1 Year Chart         DWM WisdomTree Trust DIEFA Fund 76 - $53.85 $308,000 5,615 0.25% 13,000 0 0.047    Closed - End Fund - E...
   (SQ)1 Year Chart         SQ Square Inc 87 - $71.20 $259,000 3,058 0.21% 22,000 0 0.001    N/A
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 91 - $60.15 $242,000 3,970 0.2% 14,000 0 0.027    Closed - End Fund - Debt
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 92 - $177.42 $230,000 1,285 0.19% 18,000 0 0    Closed - End Fund - E...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 93 - $191.13 $223,000 1,280 0.18% 5,000 0 0    Semiconductor- Broad...
   (BBH)1 Year Chart         BBH Vaneck Vectors Biotech 101 - $157.33 $203,000 1,218 0.17% 2,000 0 0.041    N/A
      14 Records Found
  1    
Page 1 of 1
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