0001606587-22-001682.txt : 20220809 0001606587-22-001682.hdr.sgml : 20220809 20220809165522 ACCESSION NUMBER: 0001606587-22-001682 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220809 DATE AS OF CHANGE: 20220809 EFFECTIVENESS DATE: 20220809 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: 221149188 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 13F-HR LIVE false true false 0001766286 XXXXXXXX 06-30-2022 06-30-2022 false Howard Wealth Management, LLC

7 MADISON AVENUE MADISON CT 06443

13F HOLDINGS REPORT 028-19748 N Justin S. Howard 203-421-8339 Justin S. Howard Madison CT 08-08-2022 0 62 94397 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC COM CL C CAP STK CL C 02079K107 730 334 SH SOLE NONE 0 0 334 ALPHABET INC COM CL A CAP STK CL A 02079K305 581 267 SH SOLE NONE 0 0 267 AMAZON COM INC COM COM 023135106 576 5431 SH SOLE NONE 0 0 5431 AMPLIFY ETF TR HIGH INCOME ETF HIGH INCOME 032108847 193 15315 SH SOLE NONE 0 0 15315 ANGEL OAK FINANCIAL STRATEGIES COM BEN INT COM BEN INT 03464A100 178 12255 SH SOLE NONE 0 0 12255 APPLE INC COM COM 037833100 3033 22186 SH SOLE NONE 0 0 22186 EATON VANCE LTD COM COM 27828H105 3233 313018 SH SOLE NONE 0 0 313018 META PLATFORMS INC COM CL A CL A 30303M102 316 1965 SH SOLE NONE 0 0 1965 FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF FST LOW OPPT EFT 33739Q200 236 4900 SH SOLE NONE 0 0 4900 FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF FIRST TR ENH NEW 33739Q408 1932 32546 SH SOLE NONE 0 0 32546 HOME DEPOT INC COM COM 437076102 221 809 SH SOLE NONE 0 0 809 INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALU ETF DYNMC LRG VALU 46137V738 588 13485 SH SOLE NONE 0 0 13485 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 544 5351 SH SOLE NONE 0 0 5351 ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 2322 38482 SH SOLE NONE 0 0 38482 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 377 6044 SH SOLE NONE 0 0 6044 ISHARES TRUST CORE S&P MCP ETF CORE S&P MCP ETF 464287507 374 1655 SH SOLE NONE 0 0 1655 ISHARES TRUST RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 384 1760 SH SOLE NONE 0 0 1760 ISHARES TRUST CORE S&P SCP ETF CORE S&P SCP ETF 464287804 307 3323 SH SOLE NONE 0 0 3323 ISHARES TRUST PFD AND INCM SEC ETF PFD AND INCM SEC 464288687 2304 70083 SH SOLE NONE 0 0 70083 ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF BLACKROCK ST MAT 46431W507 443 9000 SH SOLE NONE 0 0 9000 ISHARES TRUST ISHARES 0-3 MONTH TREASURY 0-3 MNTH TREASRY 46436E718 1712 17100 SH SOLE NONE 0 0 17100 JP MORGAN CHASE & CO ALERIAN ML ETN 46625H365 326 17230 SH SOLE NONE 0 0 17230 JP MORGAN ETF TRUST ULTRA SHRT INC ETF ULTRA SHRT INC 46641Q837 4934 98505 SH SOLE NONE 0 0 98505 JOHNSON & JOHNSON COM COM 478160104 329 1856 SH SOLE NONE 0 0 1856 M & T BANK CORP COM COM 55261F104 464 2913 SH SOLE NONE 0 0 2913 MASTERCARD INCORPORATED COM CL A CL A 57636Q104 629 1995 SH SOLE NONE 0 0 1995 MICROSOFT CORP COM COM 594918104 387 1510 SH SOLE NONE 0 0 1510 MILLER/HOWARD HIGH INCOME EQY COM SHS BEN IN COM SHS BEN IN 600379101 103 11065 SH SOLE NONE 0 0 11065 NUVEEN S&P 500 DYNAMIC OVERWRI COM COM 6706EW100 4724 301673 SH SOLE NONE 0 0 301673 NUVEEN MUN VALUE FUND COM COM 670928100 1562 174960 SH SOLE NONE 0 0 174960 PALANTIR TECH INC COM CL A CL A 69608A108 376 41558 SH SOLE NONE 0 0 41558 PFIZER INC COM COM 717081103 246 4693 SH SOLE NONE 0 0 4693 PIMCO ETF TRUST ENHAN SHRT MA AC ETF ENHAN SHRT MA AC 72201R833 10510 106050 SH SOLE NONE 0 0 106050 PROSHARES TRUST S&P 500 DV ARIST ETF S&P 500 DV ARIST 74348A467 230 2700 SH SOLE NONE 0 0 2700 PUBLIC SERVICE ENTERPRISE GRP COM COM 744573106 426 6739 SH SOLE NONE 0 0 6739 PUTNAM PREMIER INCOME TRUST SH BEN INT SH BEN INT 746853100 2669 702410 SH SOLE NONE 0 0 702410 RIVERNORTH MANAGED DUR MUN INC COM COM 76882H105 430 27240 SH SOLE NONE 0 0 27240 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 1237 3280 SH SOLE NONE 0 0 3280 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD 78463X889 630 21860 SH SOLE NONE 0 0 21860 SPDR SERIES TRUST PRTFLO S&P500 VL ETF PRTFLO S&P500 VL 78464A508 1108 30109 SH SOLE NONE 0 0 30109 SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608 2290 55008 SH SOLE NONE 0 0 55008 TESLA INC COM COM 88160R101 301 447 SH SOLE NONE 0 0 447 UNITEDHEALTH GROUP INC COM COM 91324P102 292 570 SH SOLE NONE 0 0 570 USHG ACQUISITION CORP COM CL A COM CL A 91748P100 98 10000 SH SOLE NONE 0 0 10000 VANECK ETF TRUST BIOTECH ETF BIOTECH ETF 92189F726 203 1398 SH SOLE NONE 0 0 1398 VANGUARD STAR FD TL INTL STK F ETF VG TL INTL STK F 921909768 1453 28161 SH SOLE NONE 0 0 28161 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 5002 66475 SH SOLE NONE 0 0 66475 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD 921946406 8113 79774 SH SOLE NONE 0 0 79774 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 866 17285 SH SOLE NONE 0 0 17285 VANGUARD ALLWRLD EX US ETF ALLWRLD EX US 922042775 1227 24577 SH SOLE NONE 0 0 24577 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 1399 4035 SH SOLE NONE 0 0 4035 VANGUARD LARGE CAP ETF LARGE CAP ETF 922908637 1046 6073 SH SOLE NONE 0 0 6073 VANGUARD GROWTH ETF GROWTH ETF 922908736 7592 34066 SH SOLE NONE 0 0 34066 VANGUARD VALUE ETF VALUE ETF 922908744 2079 15770 SH SOLE NONE 0 0 15770 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 5630 31973 SH SOLE NONE 0 0 31973 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 464 2461 SH SOLE NONE 0 0 2461 VERIZON COMMUNICATIONS COM COM 92343V104 306 6048 SH SOLE NONE 0 0 6048 VISA INC COM CL A COM CL A 92826C839 778 3956 SH SOLE NONE 0 0 3956 WISDOMTREE TR NEW ECON REAL ES US SMALLCAP FUND ETF US SMALLCAP FUND 97717W562 893 21725 SH SOLE NONE 0 0 21725 WISDOMTREE TR NEW ECON REAL ES INTL EQUITY FD ETF INTL EQUITY FD 97717W703 211 4650 SH SOLE NONE 0 0 4650 WISDOMTREE TR NEW ECON REAL ES GLB US QTLY DIV ETF GLB US QTLY DIV 97717W844 1043 32928 SH SOLE NONE 0 0 32928 WISDOMTREE US EFFICIENT CORE FLOATING RATE TREASURY FUND FLOATNG RAT TREA 97717Y527 1207 24000 SH SOLE NONE 0 0 24000