13F Filings History of William Howard & Co Financial Advisors Inc

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$118,630,971
Signature - Title
Jim Cullen - Chief Compliance Officer
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by William Howard & Co Financial Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. William Howard & Co Financial Advisors Inc reported 57 stock holdings with total value $118,630,971 as of Q4 2025. Top holdings included IVV, IEF, IWM, ICF, and IWV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 57 $118,630,971 +$608,982 -$787,488 -$178,506 IVV, IEF, IWM, ICF, IWV 13F-HR 21 Jan 2026, 14:47
Q3 2025 56 $117,512,460 +$537,583 -$4,085,743 -$3,548,160 IVV, IEF, IWM, ICF, IWV 13F-HR 21 Oct 2025, 10:13
Q2 2025 56 $114,612,088 +$1,418,368 -$807,551 +$610,817 IVV, IEF, IWM, ICF, IWV 13F-HR 11 Jul 2025, 12:20
Q1 2025 52 $106,694,867 +$828,277 -$2,755,599 -$1,927,322 IVV, IEF, ICF, IWM, IWV 13F-HR 25 Apr 2025, 11:10
Q4 2024 52 $110,501,000 +$2,122,804 -$5,822,210 -$3,699,406 IVV, IEF, IWM, ICF, IWV 13F-HR 28 Jan 2025, 16:42
Q3 2024 57 $117,233,000 +$4,066,590 -$2,262,178 +$1,804,412 IVV, IEF, IWM, ICF, IWV 13F-HR 28 Oct 2024, 15:09
Q2 2024 48 $108,252,000 +$2,773,526 -$1,738,407 +$1,035,119 IVV, IEF, IWM, ICF, IWV 13F-HR 07 Aug 2024, 12:22
Q1 2024 45 $106,658,000 $0 $0 $0 IVV, IEF, IWM, ICF, IWV 13F-HR 15 May 2024, 10:20