Howard Wealth Management, LLC
- SEC CIK
- 0001766286
- 最新申報
- 2026/7/21
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 125
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.71 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 114,489 | $1,167 萬 | 6.8% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 87,601 | $885.5 萬 | 5.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,829 | $818.1 萬 | 4.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 83,174 | $704.6 萬 | 4.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 30,816 | $659.7 萬 | 3.9% | – | – | – |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 302,230 | $499.5 萬 | 2.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 40,625 | $496.2 萬 | 2.9% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 31,879 | $468.8 萬 | 2.7% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 112,242 | $431.0 萬 | 2.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 258,714 | $388.0 萬 | 2.3% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 35,989 | $350.1 萬 | 2.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 68,874 | $349.5 萬 | 2.0% | – | – | – |
| PPTFranklin Premier Income Trust | SH BEN INT | 690,670 | $336.3 萬 | 2.0% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 238,604 | $301.3 萬 | 1.8% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 35,868 | $295.9 萬 | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 48,326 | $289.8 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,257 | $247.9 萬 | 1.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 25,811 | $240.1 萬 | 1.4% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 27,878 | $232.3 萬 | 1.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 34,105 | $222.0 萬 | 1.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 95,835 | $212.0 萬 | 1.2% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 46,092 | $210.8 萬 | 1.2% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 38,578 | $193.6 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,635 | $192.3 萬 | 1.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 14,998 | $188.2 萬 | 1.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,733 | $188.2 萬 | 1.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 33,962 | $185.7 萬 | 1.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 35,130 | $178.3 萬 | 1.0% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,694 | $173.6 萬 | 1.0% | – | – | – |
| NUVNuveen Municipal Value Fund Inc | COM | 154,135 | $171.7 萬 | 1.0% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 27,861 | $169.0 萬 | 1.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 62,924 | $168.4 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,749 | $160.1 萬 | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 490 | $151.6 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,950 | $143.8 萬 | 0.8% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,696 | $136.1 萬 | 0.8% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 24,665 | $127.1 萬 | 0.7% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,516 | $124.1 萬 | 0.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 12,685 | $116.5 萬 | 0.7% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 21,963 | $110.9 萬 | 0.6% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 4,845 | $110.8 萬 | 0.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,878 | $107.7 萬 | 0.6% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 39,400 | $107.6 萬 | 0.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 28,221 | $106.9 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 21,985 | $104.1 萬 | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 1,549 | $103.4 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 13,219 | $102.6 萬 | 0.6% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 42,133 | $98.1 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 27,457 | $97.0 萬 | 0.6% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 9,650 | $96.6 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,001 | $94.3 萬 | 0.6% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 18,674 | $94.2 萬 | 0.6% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,275 | $92.9 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,879 | $90.4 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 4,234 | $89.6 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 422 | $87.0 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 12,654 | $83.5 萬 | 0.5% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 16,756 | $83.0 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 364 | $75.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,483 | $71.6 萬 | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 1,994 | $70.9 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,269 | $70.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,606 | $68.8 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,331 | $68.6 萬 | 0.4% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 3,002 | $68.1 萬 | 0.4% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,916 | $67.3 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,060 | $65.7 萬 | 0.4% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 12,952 | $65.0 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 32,540 | $61.4 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,350 | $61.1 萬 | 0.4% | – | – | – |
| PBCTPeople's United Financial, Inc. | COM | 33,163 | $59.3 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 13,485 | $57.5 萬 | 0.3% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 5,495 | $57.2 萬 | 0.3% | – | – | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 40,932 | $55.1 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 12,146 | $54.0 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 9,063 | $52.7 萬 | 0.3% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,583 | $52.2 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 973 | $50.7 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,437 | $48.8 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,214 | $45.7 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,878 | $45.6 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 7,014 | $44.8 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 4,446 | $44.0 萬 | 0.3% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 6,470 | $43.9 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,881 | $43.8 萬 | 0.3% | – | – | 歷史 |
| WDFCWD 40 Co | COM | 1,400 | $42.8 萬 | 0.3% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 6,739 | $40.5 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,935 | $39.6 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,277 | $38.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,605 | $35.5 萬 | 0.2% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,280 | $35.3 萬 | 0.2% | – | – | – |
| RMMRiverNorth Managed Duration Municipal Income Fund, Inc. | COM | 18,695 | $34.7 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 11,298 | $34.1 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,917 | $34.0 萬 | 0.2% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,490 | $33.7 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 4,215 | $32.4 萬 | 0.2% | – | – | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 18,797 | $31.1 萬 | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,646 | $29.9 萬 | 0.2% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,990 | $29.9 萬 | 0.2% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,381 | $29.1 萬 | 0.2% | – | – | – |