HOWARD WEALTH MANAGEMENT, LLC

13F filer, CIK 1766286, Madison, CT

HOWARD WEALTH MANAGEMENT, LLC reported $171,768,020 across 112 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-08. Its ten largest share positions make up 41.15% of the portfolio.

Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004522

Period: 2024-09-30
Reported value: $172M
Holdings: 112
Top 10 weight: 41.15%
New: 21
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
INVESCOnew	+218,502	$4.51M
BSCQnew	+224,124	$4.38M
BSCRnew	+221,104	$4.36M
BSCSnew	+208,980	$4.3M
BSCTnew	+222,128	$4.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
PGXreduced	-50,491	-$624K
IVWreduced	-2,820	-$270K
MTBexited	-1,388	-$210K
CVXexited	-1,297	-$203K
VCSHreduced	-1,821	-$145K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004522, largest first. % of portfolio is the value over $171,768,020, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VUGVANGUARD INDEX FDS	36,166	$13.9M	8.08%	+245	Timeline
VYMVANGUARD WHITEHALL FDS	102,414	$13.1M	7.64%	+1,209	Timeline
VBVANGUARD INDEX FDS	32,818	$7.78M	4.53%	+845	Timeline
AAPLAPPLE INC	33,259	$7.75M	4.51%	-179	Timeline
VIGVANGUARD SPECIALIZED FUNDS	30,014	$5.94M	3.46%	+130	Timeline
VTVANGUARD INTL EQUITY INDEX F	38,738	$4.64M	2.7%	+158	Timeline
INVESCOINVESCO	218,502	$4.51M	2.63%	new
BSCQINVESCO EXCH TRD SLF IDX FD	224,124	$4.38M	2.55%	new	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	221,104	$4.36M	2.54%	new	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	208,980	$4.3M	2.5%	new	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	222,128	$4.18M	2.43%	new	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,643	$3.81M	2.22%	+7	Timeline
BNDVANGUARD BD INDEX FDS	46,459	$3.49M	2.03%	+28,854	Timeline
VOOVANGUARD INDEX FDS	6,591	$3.48M	2.02%	+665	Timeline
IVWISHARES TR	34,724	$3.32M	1.94%	-2,820	Timeline
IVVISHARES TR	5,362	$3.09M	1.8%	+239	Timeline
PFFISHARES TR	86,249	$2.87M	1.67%	+623	Timeline
VTVVANGUARD INDEX FDS	15,354	$2.68M	1.56%	-525	Timeline
VTIVANGUARD INDEX FDS	7,912	$2.24M	1.3%	-72	Timeline
VVVANGUARD INDEX FDS	7,895	$2.08M	1.21%	+222	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	89,666	$2.07M	1.21%	new
BSJQINVESCO EXCH TRD SLF IDX FD	79,730	$1.87M	1.09%	new	Timeline
VXUSVANGUARD STAR FDS	28,749	$1.86M	1.08%	+166	Timeline
VEUVANGUARD INTL EQUITY INDEX F	29,531	$1.86M	1.08%	-229	Timeline
BSJRINVESCO EXCH TRD SLF IDX FD	80,109	$1.82M	1.06%	new	Timeline
CWBSPDR SERIES TRUST	23,525	$1.8M	1.05%	-198	Timeline
BSJSINVESCO EXCH TRD SLF IDX FD	79,395	$1.76M	1.02%	new	Timeline
BSJTINVESCO EXCH TRD SLF IDX FD	78,396	$1.71M	1%	new	Timeline
AMZNAMAZON COM INC	9,188	$1.71M	1%	+7	Timeline
VHTVANGUARD WORLD FD	5,744	$1.62M	0.94%	+34	Timeline
MSFTMICROSOFT CORP	3,531	$1.52M	0.88%	-12	Timeline
VXFVANGUARD INDEX FDS	7,829	$1.42M	0.83%	-241	Timeline
VNQVANGUARD INDEX FDS	14,621	$1.42M	0.83%	+167	Timeline
SDYSPDR SERIES TRUST	9,503	$1.35M	0.79%	-113	Timeline
GOOGLALPHABET INC	8,090	$1.34M	0.78%	-47	Timeline
IOOISHARES TR	13,079	$1.3M	0.76%	+121	Timeline
PLTRPALANTIR TECHNOLOGIES INC	32,855	$1.22M	0.71%	0	Timeline
SPYVSPDR SERIES TRUST	22,913	$1.21M	0.71%	+831	Timeline
PFXFVANECK ETF TRUST	65,349	$1.19M	0.69%	+19,030	Timeline
GOOGALPHABET INC	7,101	$1.19M	0.69%	+1	Timeline
TSLATESLA INC	4,487	$1.17M	0.68%	0	Timeline
VRPINVESCO EXCH TRADED FD TR II	47,665	$1.17M	0.68%	+14,610	Timeline
SJNKSPDR SERIES TRUST	41,680	$1.07M	0.62%	+3,254	Timeline
METAMETA PLATFORMS INC	1,874	$1.07M	0.62%	-14	Timeline
QQQINVESCO QQQ TR	2,163	$1.06M	0.61%	+47	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	17,310	$1.03M	0.6%	+2,419	Timeline
DNLWISDOMTREE TR	26,068	$1.03M	0.6%	-433	Timeline
SPDWSPDR INDEX SHS FDS	27,088	$1.02M	0.59%	-367	Timeline
EESWISDOMTREE TR	19,255	$1.02M	0.59%	-400	Timeline
MAMASTERCARD INCORPORATED	1,976	$976K	0.57%	0	Timeline
IWMISHARES TR	4,230	$934K	0.54%	-143	Timeline
BKLNINVESCO EXCH TRADED FD TR II	44,399	$933K	0.54%	-5,144	Timeline
VVISA INC	3,344	$919K	0.54%	-19	Timeline
ITAISHARES TR	5,707	$854K	0.5%	+28	Timeline
FLTRVANECK ETF TRUST	33,023	$841K	0.49%	+11,494	Timeline
JPMJPMORGAN CHASE & CO	3,853	$813K	0.47%	+16	Timeline
PWVINVESCO EXCHANGE TRADED FD T	13,485	$786K	0.46%	0	Timeline
NVDANVIDIA CORPORATION	6,295	$764K	0.45%	+583	Timeline
DIASTATE STR SPDR DOW JONES IND	1,800	$762K	0.44%	-45	Timeline
IWFISHARES TR	1,888	$709K	0.41%	-1	Timeline
IJHISHARES TR	10,387	$647K	0.38%	+10	Timeline
VFHVANGUARD WORLD FD	5,831	$641K	0.37%	-72	Timeline
BIZDVANECK ETF TRUST	37,079	$614K	0.36%	+20,203	Timeline
VGTVANGUARD WORLD FD	990	$581K	0.34%	+40	Timeline
LLYELI LILLY & CO	653	$578K	0.34%	+4	Timeline
JNJJOHNSON & JOHNSON	3,563	$577K	0.34%	-250	Timeline
HYSPIMCO ETF TR	6,023	$575K	0.33%	+534	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	6,274	$560K	0.33%	-465	Timeline
NFLXNETFLIX INC.	769	$545K	0.32%	-8	Timeline
EFAISHARES TR	6,403	$535K	0.31%	0	Timeline
MRKMERCK & CO INC	4,409	$501K	0.29%	+81	Timeline
XOMEXXON MOBIL CORP	4,200	$492K	0.29%	-272	Timeline
PGXINVESCO EXCH TRADED FD TR II	39,777	$491K	0.29%	-50,491	Timeline
SPTMSPDR SERIES TRUST	6,704	$470K	0.27%	+19	Timeline
VOVANGUARD INDEX FDS	1,775	$468K	0.27%	-9	Timeline
XYLDGLOBAL X FDS	10,882	$452K	0.26%	+2,019	Timeline
AMLPALPS ETF TR	9,337	$440K	0.26%	+1,600	Timeline
HDHOME DEPOT INC	1,078	$437K	0.25%	+2	Timeline
IJRISHARES TR	3,545	$415K	0.24%	-328	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	882	$406K	0.24%	+12	Timeline
QYLDGLOBAL X FDS	21,929	$396K	0.23%	+6,642	Timeline
ITBISHARES TR	3,078	$391K	0.23%	-27	Timeline
COSTCOSTCO WHOLESALE CORPORATION	439	$389K	0.23%	+4	Timeline
ABBVABBVIE INC	1,870	$369K	0.21%	+9	Timeline
MCDMCDONALDS CORP	1,205	$367K	0.21%	+1	Timeline
LMTLOCKHEED MARTIN CORP	607	$355K	0.21%	+3	Timeline
MUNIPIMCO ETF TR	6,618	$351K	0.2%	new	Timeline
UNHUNITEDHEALTH GROUP INC	595	$348K	0.2%	-5	Timeline
VCSHVANGUARD SCOTTSDALE FDS	4,316	$343K	0.2%	-1,821	Timeline
PGPROCTER & GAMBLE CO	1,925	$333K	0.19%	+5	Timeline
DWMWISDOMTREE TR	5,615	$323K	0.19%	0	Timeline
WDFCWD 40 CO	1,250	$322K	0.19%	0	Timeline
IWBISHARES TR	974	$306K	0.18%	+2	Timeline
VDEVANGUARD WORLD FD	2,333	$286K	0.17%	-19	Timeline
EZMWISDOMTREE TR	4,455	$278K	0.16%	+305	Timeline
DUKDUKE ENERGY CORP NEW	2,389	$275K	0.16%	+3	Timeline
AORISHARES TR	4,645	$275K	0.16%	-65	Timeline
TXNTEXAS INSTRS INC	1,280	$264K	0.15%	0	Timeline
VZVERIZON COMMUNICATIONS INC	5,851	$263K	0.15%	-18	Timeline
BSMSINVESCO EXCH TRD SLF IDX FD	10,745	$253K	0.15%	new	Timeline
BSMQINVESCO EXCH TRD SLF IDX FD	10,665	$253K	0.15%	new	Timeline
BSMRINVESCO EXCH TRD SLF IDX FD	10,670	$253K	0.15%	new	Timeline
INVESCOINVESCO	10,305	$252K	0.15%	new
BSMTINVESCO EXCH TRD SLF IDX FD	10,520	$245K	0.14%	new	Timeline
IWDISHARES TR	1,262	$240K	0.14%	-24	Timeline
PFEPFIZER INC	8,032	$232K	0.14%	-148	Timeline
DVYISHARES TR	1,602	$216K	0.13%	new	Timeline
PEPPEPSICO INC	1,265	$215K	0.13%	-269	Timeline
DEDEERE & CO	513	$214K	0.12%	new	Timeline
NOBLPROSHARES TR	1,991	$213K	0.12%	new	Timeline
CITHE CIGNA GROUP	597	$207K	0.12%	new	Timeline
SRESEMPRA	2,450	$205K	0.12%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
MTBM & T BK CORP	1,388	$210K	shares
CVXCHEVRON CORPORATION	1,297	$203K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004522	base		2024-11-08	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC