Filling information for HOWARD WEALTH MANAGEMENT, LLC as Treemap, investor disclosed 102 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 1255976 | 8439 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 240786 | 1300 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 331793 | 973 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 302930 | 658 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 1177703 | 4499 | |
| 852234103 | 852234103 | BLOCK INC | CL A | 203571 | 3058 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 454720 | 6272 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 6325100 | 31802 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1237116 | 9490 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 2280698 | 5117 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 345327 | 781 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 1005610 | 23278 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 544401 | 2082 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 795449 | 2153 | |
| 92189F429 | 92189F429 | VANECK ETF TRUST | PREFERRED SECURT | 290141 | 16420 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 214478 | 703 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 769295 | 1956 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 520641 | 1892 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 445337 | 3062 | |
| 97717W570 | 97717W570 | WISDOMTREE TR | US MIDCAP FUND | 215466 | 4070 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 1243329 | 10143 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1186260 | 14197 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1730125 | 4248 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 5025413 | 30939 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 911808 | 4869 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 425595 | 4271 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 616557 | 8482 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 243188 | 1805 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 844371 | 6980 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1841981 | 8362 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 230426 | 1280 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 605176 | 1760 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 555593 | 1936 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 305984 | 2853 | |
| 55261F104 | 55261F104 | M & T BK CORP | COM | 304821 | 2463 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1004882 | 8395 | |
| 78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 413635 | 7598 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1656785 | 30450 | |
| 464289875 | 464289875 | ISHARES TR | MODERT ALLOC ETF | 243874 | 6035 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 214257 | 1412 | |
| 69608A108 | 69608A108 | PALANTIR TECHNOLOGIES INC | CL A | 503713 | 32858 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 244836 | 2275 | |
| 717081103 | 717081103 | PFIZER INC | COM | 405974 | 11068 | |
| 78464A359 | 78464A359 | SPDR SER TR | BBG CONV SEC ETF | 1712422 | 24481 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 336534 | 764 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 226195 | 758 | |
| 46138E511 | 46138E511 | INVESCO EXCH TRADED FD TR II | PFD ETF | 2238390 | 196868 | |
| 464289867 | 464289867 | ISHARES TR | GRWT ALLOCAT ETF | 286319 | 5565 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 528612 | 10536 | |
| 78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 916554 | 28167 | |
| 92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 1337625 | 5464 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 9826352 | 34727 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1014056 | 13403 | |
| 464288513 | 464288513 | ISHARES TR | IBOXX HI YD ETF | 374599 | 4990 | |
| 72201R783 | 72201R783 | PIMCO ETF TR | 0-5 HIGH YIELD | 528430 | 5795 | |
| 78468R408 | 78468R408 | SPDR SER TR | BLOOMBERG SHT TE | 1007884 | 40805 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 10255728 | 96688 | |
| 244199105 | 244199105 | DEERE & CO | COM | 202595 | 500 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 2662664 | 37779 | |
| 6706ER101 | 6706ER101 | NUVEEN S&P 500 BUY-WRITE INC | COM | 495646 | 37071 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 358789 | 1155 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 565460 | 7155 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 359704 | 7174 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 1426731 | 25441 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 2204966 | 15517 | |
| 92189F486 | 92189F486 | VANECK ETF TRUST | IG FLOATING RATE | 307040 | 12160 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 495138 | 4291 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1102669 | 3238 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 235272 | 437 | |
| 464288752 | 464288752 | ISHARES TR | US HOME CONS ETF | 283661 | 3320 | |
| 46137V738 | 46137V738 | INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | 628806 | 13485 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 316742 | 659 | |
| 92204A405 | 92204A405 | VANGUARD WORLD FDS | FINANCIALS ETF | 431905 | 5316 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 206757 | 1310 | |
| 97717W703 | 97717W703 | WISDOMTREE TR | INTL EQUITY FD | 280918 | 5615 | |
| 46625H365 | 46625H365 | JPMORGAN CHASE & CO | ALERIAN ML ETN | 248390 | 10842 | |
| 037833100 | 037833100 | APPLE INC | COM | 6829296 | 35208 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2964213 | 6687 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 235080 | 3676 | |
| 72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 527531 | 5288 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 208648 | 4400 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 3346108 | 108183 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 620038 | 3746 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 266895 | 1095 | |
| 746853100 | 746853100 | PUTNAM PREMIER INCOME TR | SH BEN INT | 160389 | 45565 | |
| 92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 225997 | 2002 | |
| 744573106 | 744573106 | PUBLIC SVC ENTERPRISE GRP IN | COM | 421929 | 6739 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 316741 | 5610 | |
| 46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 385368 | 7583 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 3629360 | 37424 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 333322 | 1514 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 803397 | 3383 | |
| 46138E784 | 46138E784 | INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 246032 | 12624 | |
| 97717W562 | 97717W562 | WISDOMTREE TR | US SMALLCAP FUND | 881189 | 19665 | |
| 46138G508 | 46138G508 | INVESCO EXCH TRADED FD TR II | SR LN ETF | 1144734 | 54408 | |
| 97717W844 | 97717W844 | WISDOMTREE TR | GLB US QTLY DIV | 1021157 | 28508 | |
| 6706EW100 | 6706EW100 | NUVEEN S&P 500 DYNAMIC OVERW | COM | 4383948 | 279589 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 1317680 | 6500 | |
| 929236107 | 929236107 | WD 40 CO | COM | 240529 | 1275 | |
| 464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 542632 | 4651 | |
| 464287572 | 464287572 | ISHARES TR | GLOBAL 100 ETF | 934625 | 12288 | |
| 46137V621 | 46137V621 | INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 203053 | 14150 |