Sign In
test

Jim Cullen

William Howard & Co Financial Advisors Inc

Assets Managed
$128.59M
Holdings
54
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
11.06%(2Q avg: 4.34%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in William Howard & Co Financial Advisors Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of William Howard & Co Financial Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 128.59M in assets, with a quarterly growth rate of 11.06% and a 2-quarter average growth rate of 4.34%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.5%
23.37%
$30.049M
40,126 shares@ $748.88 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -1%
11.12%
$14.298M
47,589 shares@ $300.46 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -0.07%
9.46%
$12.159M
128,576 shares@ $94.58 avg price
ICF
Ishares Cohen & Steers Reit
Recent Activity
Increased 0.06%
8.47%
$10.883M
160,922 shares@ $67.64 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 0.03%
4.57%
$5.875M
13,778 shares@ $426.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.51%
4.21%
$5.41M
56,013 shares@ $96.59 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2%
3.55%
$4.558M
62,085 shares@ $73.41 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
3.31%
$4.244M
22,566 shares@ $188.1 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 0.06%
2.67%
$3.427M
29,180 shares@ $117.45 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -3.04%
2.4%
$3.074M
29,595 shares@ $103.88 avg price

1-10 of 54