0001172661-23-002704.txt : 20230801 0001172661-23-002704.hdr.sgml : 20230801 20230801144410 ACCESSION NUMBER: 0001172661-23-002704 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230801 DATE AS OF CHANGE: 20230801 EFFECTIVENESS DATE: 20230801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HOWARD WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001766286 IRS NUMBER: 831718973 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19748 FILM NUMBER: 231131143 BUSINESS ADDRESS: STREET 1: 7 MADISON AVENUE CITY: MADISON STATE: CT ZIP: 06443 BUSINESS PHONE: 203-421-8339 MAIL ADDRESS: STREET 1: 7 MADISON AVENUE CITY: MADISON STATE: CT ZIP: 06443 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001766286 XXXXXXXX 06-30-2023 06-30-2023 false HOWARD WEALTH MANAGEMENT, LLC

7 Madison Avenue Madison CT 06443

13F HOLDINGS REPORT 028-19748 000299052 801-114237 N Justin S. Howard 203-421-8339 /s/ Justin S. Howard Madison CT 08-01-2023 0 102 115308565 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 243188 1805 SH SOLE 0 0 1805 ALPHABET INC CAP STK CL C 02079K107 844371 6980 SH SOLE 0 0 6980 ALPHABET INC CAP STK CL A 02079K305 1004882 8395 SH SOLE 0 0 8395 AMAZON COM INC COM 023135106 1237116 9490 SH SOLE 0 0 9490 APPLE INC COM 037833100 6829296 35208 SH SOLE 0 0 35208 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 331793 973 SH SOLE 0 0 973 BLOCK INC CL A 852234103 203571 3058 SH SOLE 0 0 3058 BRISTOL-MYERS SQUIBB CO COM 110122108 235080 3676 SH SOLE 0 0 3676 COSTCO WHSL CORP NEW COM 22160K105 235272 437 SH SOLE 0 0 437 DEERE & CO COM 244199105 202595 500 SH SOLE 0 0 500 EXXON MOBIL CORP COM 30231G102 305984 2853 SH SOLE 0 0 2853 HOME DEPOT INC COM 437076102 358789 1155 SH SOLE 0 0 1155 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 246032 12624 SH SOLE 0 0 12624 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 2238390 196868 SH SOLE 0 0 196868 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1144734 54408 SH SOLE 0 0 54408 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 628806 13485 SH SOLE 0 0 13485 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 203053 14150 SH SOLE 0 0 14150 INVESCO QQQ TR UNIT SER 1 46090E103 795449 2153 SH SOLE 0 0 2153 ISHARES TR CORE S&P500 ETF 464287200 2280698 5117 SH SOLE 0 0 5117 ISHARES TR US AER DEF ETF 464288760 542632 4651 SH SOLE 0 0 4651 ISHARES TR U.S. MED DVC ETF 464288810 316741 5610 SH SOLE 0 0 5610 ISHARES TR S&P 500 GRWT ETF 464287309 2662664 37779 SH SOLE 0 0 37779 ISHARES TR MODERT ALLOC ETF 464289875 243874 6035 SH SOLE 0 0 6035 ISHARES TR PFD AND INCM SEC 464288687 3346108 108183 SH SOLE 0 0 108183 ISHARES TR GRWT ALLOCAT ETF 464289867 286319 5565 SH SOLE 0 0 5565 ISHARES TR RUS 1000 GRW ETF 464287614 520641 1892 SH SOLE 0 0 1892 ISHARES TR RUS 1000 ETF 464287622 266895 1095 SH SOLE 0 0 1095 ISHARES TR GLOBAL 100 ETF 464287572 934625 12288 SH SOLE 0 0 12288 ISHARES TR CORE S&P SCP ETF 464287804 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SH SOLE 0 0 5615 WISDOMTREE TR US MIDCAP FUND 97717W570 215466 4070 SH SOLE 0 0 4070