Skip to main content

Howard Bailey Securities, LLC

SEC CIK
0002043986
Latest filing
Aug 10, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 8, 2024. Long positions only.

Institution overview
Positions
164
No filing for Q2 2024
Portfolio value
$263.9M
No filing for Q2 2024
Filed
Nov 8, 2024
SEC

Howard Bailey Securities, LLC did not file a 13F for Q2 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Howard Bailey Securities, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell Top 200 Growth ETF464289438ETF90,280$19.9M7.5%–––
WisdomTree Tr97717Y790US EFFIC CORE FD291,924$13.7M5.2%–––
iShares Tr464289420RUS TP200 VL ETF151,652$12.3M4.7%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF154,749$10.4M4.0%–––
WisdomTree Tr97717X131INTL QULTY DIV248,131$9.71M3.7%–––
WisdomTree Tr97717X669US QTLY DIV GRT111,880$9.31M3.5%–––
Vanguard Mortgage-Backed Securities ETF92206C771ETF148,997$7.03M2.7%–––
iShares Tr464288885EAFE GRWTH ETF62,375$6.71M2.5%–––
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF126,916$6.67M2.5%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF63,801$6.65M2.5%–––
WisdomTree Tr97717X578EM EX ST-OWNED199,335$6.58M2.5%–––
iShares Tr464288877EAFE VALUE ETF113,748$6.54M2.5%–––
WisdomTree Tr97717X511YIELD ENHANCD US136,572$6.11M2.3%–––
WisdomTree Tr97717W307US LARGECAP DIVD74,841$5.88M2.2%–––
iShares Russell Mid-Cap Value ETF464287473ETF42,862$5.67M2.1%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF97,794$5.61M2.1%–––
WisdomTree Tr97717W505US MIDCAP DIVID91,926$4.70M1.8%–––
Vanguard Scottsdale FDS92206C706INTER TERM TREAS76,261$4.61M1.7%–––
Aim ETF Products Trust00888H646ALLIANZIM U S LA156,653$4.12M1.6%–––
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS67,494$3.98M1.5%–––
WisdomTree Tr97717W562US SMALLCAP FUND74,646$3.94M1.5%–––
Aim ETF Products Trust00888H687ALLIANZIM US EQT130,960$3.74M1.4%–––
iShares Russell Mid-Cap Growth ETF464287481ETF29,068$3.41M1.3%–––
WisdomTree Tr97717W760INTL SMCAP DIV49,243$3.40M1.3%–––
MSFTMicrosoft CorpStock7,879$3.39M1.3%––History
PIMCO ETF Tr72201R577ULTR SH GO AC FD30,374$3.07M1.2%–––
Aim ETF Products Trust00888H711ALLIA US AUG ETF102,877$2.97M1.1%–––
AAPLApple Inc.Stock11,200$2.61M1.0%––History
iShares Tr46435G326CORE MSCI INTL36,514$2.59M1.0%–––
WisdomTree Tr97717W125FUTRE STRAT FD70,330$2.50M0.9%–––
WisdomTree Tr97717W851JAPN HEDGE EQT23,322$2.47M0.9%–––
SPDR Series Trust78464A383ST STR BACKE ETF107,180$2.41M0.9%–––
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX25,844$2.31M0.9%–––
Simplify Exchange Traded Fun82889N657SHORT TERM TREA98,983$2.28M0.9%–––
WisdomTree Tr97717X172US HGH YLD CORP46,233$2.14M0.8%–––
Aim ETF Products Trust00888H406ALLIANZIM US EQT61,730$2.13M0.8%–––
Vanguard Long-Term Treasury ETF92206C847ETF31,690$1.95M0.7%–––
Vanguard S&P 500 ETF922908363ETF3,550$1.87M0.7%–––
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT52,701$1.87M0.7%–––
iShares Core S&P 500 ETF464287200ETF3,002$1.73M0.7%–––
iShares Tr464288414NATIONAL MUN ETF15,105$1.64M0.6%–––
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF47,665$1.34M0.5%–––
Elevation Series Trust210322509TRUESHARES QUART52,528$1.31M0.5%–––
AMZNAmazon Com IncStock6,178$1.15M0.4%––History
Listed FD Tr53656F672TRUESHARES DEC27,234$1.01M0.4%–––
Doubleline ETF Trust25861R402MORTGAGE ETF19,846$1.00M0.4%–––
PIMCO ETF Tr72201R30415+ YR US TIPS16,730$966.1K0.4%–––
VVisa Inc.Stock3,451$948.9K0.4%––History
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF27,462$925.7K0.4%–––
Aim ETF Products Trust00888H869ALLIANZIM US EQ31,256$919.0K0.3%–––
Elevation Series Trust210322400TRUSHARES BULL35,239$892.6K0.3%–––
SPGIS&P Global Inc.Stock1,704$880.1K0.3%––History
Simplify Exchange Traded Fun82889N798RISK PARITY TREA60,564$870.3K0.3%–––
UNHUnitedHealth Group IncStock1,412$825.6K0.3%––History
NVDANVIDIA CorpStock6,651$807.7K0.3%––History
iShares Tr46428743220 YR TR BD ETF7,668$752.2K0.3%–––
GOOGAlphabet Inc.Stock4,391$734.1K0.3%––History
STLDSteel Dynamics IncCOM5,530$697.2K0.3%––History
SPDR Series Trust78464A672ST INTER ETF22,919$666.0K0.3%–––
PIMCO ETF Tr72201R88225YR+ ZERO U S7,819$644.5K0.2%–––
ABBVAbbVie Inc.Stock3,198$631.5K0.2%––History
Vanguard Morningstar Value ETF922908744ETF3,510$612.7K0.2%–––
SPDR Series Trust78468R101ST SHO TREAS ETF20,593$605.6K0.2%–––
Aim ETF Products Trust00888H877ALLIANZIM US EQT18,654$592.5K0.2%–––
SCHWSchwab Charles CorpStock8,875$575.2K0.2%––History
Janus Detroit STR Tr47103U845HENDRSON AAA CL10,470$532.7K0.2%–––
PEPPepsiCo IncStock3,123$531.1K0.2%––History
First Tr Exchng Traded FD VI33740F763FT VEST US EQT10,709$520.0K0.2%–––
LLYEli Lilly & CoStock580$513.6K0.2%––History
HDHome Depot, Inc.Stock1,257$509.3K0.2%––History
CSXCSX CorpStock14,387$496.8K0.2%––History
MOAltria Group, Inc.Stock9,663$493.2K0.2%––History
SPDR Series Trust78468R200ST STR RATE ETF15,959$492.3K0.2%–––
SPDR Series Trust78464A805ST STR PR SP15006,987$489.5K0.2%–––
Listed FD Tr53656F680TRUESHARES NOV11,665$476.1K0.2%–––
Simplify Exchange Traded Fun82889N202US EQT PLS DWNSD14,175$474.5K0.2%–––
Listed FD Tr53656F748TRUESHARES STRUC14,725$474.3K0.2%–––
WFCWells Fargo & CompanyStock8,372$472.9K0.2%––History
Listed FD Tr53656F664TRUESHARES STRCT10,977$464.3K0.2%–––
Listed FD Tr53656F730TRUESHARES STRUC13,296$460.2K0.2%–––
Listed FD Tr53656F763TRUESHARES STRCD13,113$454.7K0.2%–––
IDXXIDEXX Laboratories IncCOM896$452.7K0.2%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,436$436.5K0.2%–––
PIMCO ETF Tr72201R593COMMODITY STRAT16,106$430.5K0.2%–––
CSGPCostar Group, Inc.COM5,620$424.0K0.2%––History
Simplify Exchange Traded Fun82889N640TREASURY OPT INC17,164$421.9K0.2%–––
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,110$419.0K0.2%––History
FASTFastenal CoStock5,856$418.2K0.2%––History
ProShares Tr74347R131SHRT HGH YIELD25,682$415.8K0.2%–––
SHOPShopify Inc.Stock5,158$413.4K0.2%––History
ELVElevance Health, Inc.Stock783$407.2K0.2%––History
HSYHershey CoCOM2,121$406.8K0.2%––History
ADPAutomatic Data Processing IncStock1,467$406.0K0.2%––History
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS22,246$400.9K0.2%––History
CMCSAComcast CorpStock9,335$389.9K0.1%––History
NOWServiceNow, Inc.Stock432$386.4K0.1%––History
VanEck ETF Trust92189H300JP MRGAN EM LOC15,126$384.2K0.1%–––
ADIAnalog Devices IncStock1,663$382.8K0.1%––History
AMPAmeriprise Financial IncCOM811$381.0K0.1%––History
ORCLOracle CorpStock2,210$376.6K0.1%––History