William Howard & Co Financial Advisors Inc

13F Filings History

Latest 13F report: Q3 2024 - Oct 28, 2024
Value $: $117M
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 $117M as of Q3 2024. Top holdings included IVV, IEF, IWM, ICF, and IWV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	57	$117M	+$4.07M	-$2.26M	+$1.8M	IVV, IEF, IWM, ICF, IWV	13F-HR	10/28/2024, 03:09 PM
Q2 2024	48	$108M	+$2.77M	-$1.74M	+$1.04M	IVV, IEF, IWM, ICF, IWV	13F-HR	8/7/2024, 12:22 PM
Q1 2024	45	$107M	$0	$0		IVV, IEF, IWM, ICF, IWV	13F-HR	5/15/2024, 10:20 AM