Long-term investor
Howard Wealth Management, LLC @howardwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766286).
Record
- Tracked since 2025-06-30 (477 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days -1.3% · 6 months +2.1% · 1 year -2.7% · all -2.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921946406 · 7.0% · long · since 2025-06-30
- 922908736 · 6.8% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- 922908751 · 3.7% · long · since 2025-06-30
- 921908844 · 2.3% · long · since 2025-06-30
- 46138J791 · 2.2% · long · since 2025-06-30
- 46138J783 · 2.2% · long · since 2025-06-30
- 46138J643 · 2.1% · long · since 2025-06-30
- 46138J577 · 2.1% · long · since 2025-06-30
- 922042742 · 2.0% · long · since 2025-06-30
- 316188408 · 1.9% · long · since 2025-06-30
- 47103U845 · 1.9% · long · since 2025-06-30