William Howard & Co Financial Advisors Inc - Portfolio overview

William Howard & Co Financial Advisors Inc has 57 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 22.61%
2. IEF - ISHARES TR, 10.54%
3. IWM - ISHARES TR, 10.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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