William Howard & Co. Financial Advisors Inc.
Long-term investor · TN · @williamhowardcofinancial
-50.6%
All time
S&P +14.9%
Long-term investor
William Howard & Co. Financial Advisors Inc. @williamhowardcofinancial
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023493).
Record
- Tracked since 2025-06-30 (493 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -39.7% · 1 year -50.6% · all -50.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 24.4% · long · since 2025-09-30
- 464287655 · 10.7% · long · since 2025-09-30
- 464287440 · 9.2% · long · since 2025-09-30
- 464287564 · 8.2% · long · since 2025-09-30
- 464287689 · 4.5% · long · since 2025-09-30
- 46432F842 · 4.5% · long · since 2025-09-30
- 921937835 · 3.6% · long · since 2025-09-30
- 464287671 · 3.5% · long · since 2025-09-30
- 464288661 · 2.6% · long · since 2025-09-30
- 464287465 · 2.5% · long · since 2025-09-30
- 921943858 · 2.1% · long · since 2025-09-30
- APH · 1.7% · long · since 2025-09-30