William Howard & Co Financial Advisors Inc. Portfolio
Invests via William Howard & Co Financial Advisors Inc | Managed by William Howard & Co. Financial Advisors, Inc., Clifford Capital Partners, LLC
Invests via William Howard & Co Financial Advisors Inc
Managed by William Howard & Co. Financial Advisors, Inc., Clifford Capital Partners, LLC
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Company Profile
Regional independent financial advisory firm focused on wealth management and institutional retirement-plan consulting, William Howard & Co Financial Advisors Inc provides fiduciary consulting, investment advisory and trustee services to municipalities, school districts and nonprofit clients. The firm positions itself as a conservative, fee-based advisor emphasizing public-sector fixed-income strategies, portfolio construction, cash-flow matching and regulatory compliance support. Relevant to allocators seeking municipal finance expertise and plan governance solutions.
Regional independent financial advisory firm focused on wealth management and institutional retirement-plan consulting, William Howard & Co Financial Advisors Inc provides fiduciary consulting, investment advisory and trustee services to municipalities, school districts and nonprofit clients. The firm positions itself as a conservative, fee-based advisor emphasizing public-sector fixed-income strategies, portfolio construction, cash-flow matching and regulatory compliance support. Relevant to allocators seeking municipal finance expertise and plan governance solutions.
Investment Philosophy & Strategy
Acts as a conservative, fiduciary-first allocator prioritizing capital preservation and predictable income for public-sector and nonprofit clients. Emphasizes municipal fixed-income underwriting, cash-flow matching and duration management to meet pension and trust liabilities, while layering credit research and regulatory compliance into portfolio construction. Uses fee-based, advisory engagement to align incentives, favors high-quality, liquid securities and laddered structures, and applies a multi-horizon outlook that balances near-term liquidity needs with long-term liability-driven outcomes and prudent downside risk controls.
Acts as a conservative, fiduciary-first allocator prioritizing capital preservation and predictable income for public-sector and nonprofit clients. Emphasizes municipal fixed-income underwriting, cash-flow matching and duration management to meet pension and trust liabilities, while layering credit research and regulatory compliance into portfolio construction. Uses fee-based, advisory engagement to align incentives, favors high-quality, liquid securities and laddered structures, and applies a multi-horizon outlook that balances near-term liquidity needs with long-term liability-driven outcomes and prudent downside risk controls.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.46%
Gain +0.17%
Monthly
0.86%
Yearly
10.81%
Drawdown
13.82%
$129.63M
Equity
Holdings
$129.63M
Investment
$100.24M
$30.91M
Profit +$225,228.36
Realized
$1.52M
Unrealized
$29.39M
Dividends
$6.14M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$225,228.36
Win %
74%
This Week
Compared To Last Week
Gain
0.17%
Profit
$225,228.36
Win %
74%
This Month
Compared to last month
Gain
0.85%
Profit
$1.09M
Win %
74%
This Year
Compared to last year
Gain
0.84%
Profit
$1.08M
Win %
75%
IBM International Business Machines Corporation
+3.14%
+$5,865.01 
APH Amphenol Corporation
+2.24%
+$99,776.88 
NVDA NVIDIA Corporation
+1.49%
+$5,610 
MRVL Marvell Technology, Inc.
+1.39%
+$3,513.6 
CTBI Community Trust Bancorp Inc.
+1.19%
+$13,690.16 
IJH iShares Core S&P Mid-Cap ETF
+1.06%
+$6,113.44 
CRWD CrowdStrike Holdings, Inc.
+0.92%
+$6,623.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.72%
+$2,465.45 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.64%
+$1,621.27 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$2,606.52 
IWF iShares Russell 1000 Growth ETF
+0.55%
+$5,590.38 
QQQ Invesco QQQ Trust, Series 1
+0.47%
+$5,833.62 
IUSG iShares Core S&P U.S. Growth ETF
+0.43%
+$18,729.78 
IWM iShares Russell 2000 ETF
+0.39%
+$51,396.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.37%
+$1,754.18 
SCHA Schwab U.S. Small-Cap ETF
+0.37%
+$1,385.64 
SCHX Schwab U.S. Large-Cap ETF
+0.37%
+$1,185.91 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$1,021.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$2,297.14 
IWV ISHARES RUSSELL 3000 ETF
+0.33%
+$19,564.76 
IVV iShares Core S&P 500 ETF
+0.3%
+$93,092.32 
VOO Vanguard S&P 500 ETF
+0.3%
+$1,912.24 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.28%
+$1,046.43 
IEI iShares 3-7 Year Treasury Bond ETF
+0.26%
+$8,413.76 
SCHV Schwab U.S. Large-Cap Value ETF
+0.26%
+$648.55 
V Visa Inc. Class A
+0.24%
+$919.7 
IWO iShares Russell 2000 Growth ETF
+0.24%
+$687.84 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$1,933.44 
TIP iShares TIPS Bond ETF
+0.2%
+$2,843.82 
IWD iShares Russell 1000 Value ETF
+0.14%
+$1,337.95 
FBND Fidelity Total Bond ETF
+0.14%
+$773.95 
IEMG iShares Core MSCI Emerging Markets ETF
+0.1%
+$1,301.36 
EEM iShares MSCI Emerging Markets ETF
+0.02%
+$60.05 
MCO Moody's Corporation
-1.3%
-$2,797.75 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.11%
-$7,940.18 
EFA iShares MSCI EAFE ETF
-1.08%
-$33,146.4 
AAPL Apple Inc.
-1.02%
-$21,475.4 
IEFA iShares Core MSCI EAFE ETF
-1%
-$54,052.54 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.96%
-$9,248.78 
FNDF Schwab Fundamental International Large Company Index ETF
-0.89%
-$3,775.68 
SYK Stryker Corporation
-0.75%
-$11,309.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.66%
-$1,638.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.6%
-$15,572.42 
ICF iShares Cohen & Steers Realty Majors ETF
-0.58%
-$58,736.53 
VNQ Vanguard Real Estate ETF
-0.47%
-$6,816.15 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$1,534.5 
VUSB Vanguard Ultra-Short Bond ETF
-0.29%
-$1,809.02 
AMZN Amazon.com Inc
-0.29%
-$1,080.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$1,541.1 
BND Vanguard Total Bond Market Index Fund
-0.16%
-$6,829.35 
SHY iShares 1-3 Year Treasury Bond ETF
-0.13%
-$2,154.91 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$995.89 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$8,691.74 
FRDM Freedom 100 Emerging Markets ETF
-0.06%
-$635.4 Events
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Dividends
Dividend Analysis
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| Trades 387 | Longs Won 285/387 73% | Profit Factor 16.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $597,955.76 |
| Average Win $115,629.02 | Best Trade (Oct 06) $10.13M | Sharpe Ratio -9.98 |
| Average Loss -$20,023.16 | Worst Trade (Oct 06) -$738,026.24 | Z-Score 10.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1d | Expectancy $79,875.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.23% |
| Consecutive Losing Trades | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,307 | $1.08M | $2.08M | - | $997,323.69 | 92.21% | -1.022% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,340 | $914,759.6 | $881,462.5 | - | -$33,297.1 | -3.64% | -0.175% |
| AMZN Amazon.com Inc | 1,490 | $279,981.23 | $370,153.25 | - | $90,172.02 | 32.21% | -0.291% |
| APH Amphenol Corporation | 52,792 | $761,260.64 | $4.55M | - | $3.79M | 497.71% | +2.242% |
| AVLV Avantis U.S. Large Cap Value ETF | 3,793 | $244,583.22 | $345,504.37 | - | $100,921.15 | 41.26% | +0.719% |
| BND Vanguard Total Bond Market Index Fund | 62,085 | $4.53M | $4.35M | - | -$178,071.83 | -3.93% | -0.157% |
| CRWD CrowdStrike Holdings, Inc. | 2,720 | $232,668.8 | $726,743.2 | - | $494,074.4 | 212.35% | +0.92% |
| CTBI Community Trust Bancorp Inc. | 15,557 | $663,720.17 | $1.17M | - | $504,610.53 | 76.03% | +1.186% |
| EEM iShares MSCI Emerging Markets ETF | 4,003 | $213,760.2 | $267,420.41 | - | $53,660.21 | 25.1% | +0.022% |
| EFA iShares MSCI EAFE ETF | 29,595 | $2.36M | $3.04M | - | $676,966.58 | 28.63% | -1.078% |
| FBND Fidelity Total Bond ETF | 12,964 | $594,663.13 | $562,115.15 | - | -$32,547.98 | -5.47% | +0.138% |
| FNDF Schwab Fundamental International Large Company Index ETF | 7,866 | $282,825.82 | $419,021.82 | - | $136,196 | 48.16% | -0.893% |
| FRDM Freedom 100 Emerging Markets ETF | 15,885 | $549,471.68 | $1.11M | - | $561,207.52 | 102.14% | -0.057% |
| IBM International Business Machines Corporation | 850 | $211,361 | $192,805.5 | - | -$18,555.5 | -8.78% | +3.137% |
| ICF iShares Cohen & Steers Realty Majors ETF | 160,922 | $9.32M | $10.06M | - | $744,457.15 | 7.99% | -0.58% |
| IEF iShares 7-10 Year Treasury Bond ETF | 128,576 | $12.17M | $11.47M | - | -$696,573.34 | -5.72% | -0.076% |
| IEFA iShares Core MSCI EAFE ETF | 56,013 | $4.16M | $5.37M | - | $1.22M | 29.23% | -0.996% |
| IEI iShares 3-7 Year Treasury Bond ETF | 29,180 | $3.38M | $3.31M | - | -$71,785.98 | -2.12% | +0.255% |
| IEMG iShares Core MSCI Emerging Markets ETF | 16,267 | $842,366.32 | $1.32M | - | $479,164.76 | 56.88% | +0.099% |
| IJH iShares Core S&P Mid-Cap ETF | 8,044 | $485,922.74 | $584,879.24 | - | $98,956.5 | 20.36% | +1.056% |
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FAQ
Which stocks have generated the highest profits for William Howard & Co Financial Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $1.59M, iShares 7-10 Year Treasury Bond ETF - $1.31M, iShares Cohen & Steers Realty Majors ETF - $660,739.86, iShares Core MSCI EAFE ETF - $411,518.96, and Vanguard Total Bond Market Index Fund - $404,496.15. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CrowdStrike Holdings, Inc - $69,849.6, iShares Bitcoin Trust - $55,843.3, Workday Inc - $39,352, Templeton Emerging Markets Income Fund - $14,990.5, and Vanguard Intermediate-Term Corporate Bond Fund - $6,618.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Howard & Co Financial Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.14M earned over time. The largest contributors to dividend income include iShares 7-10 Year Treasury Bond ETF - $1.3M, iShares Core S&P 500 ETF - $796,127.32, iShares Cohen & Steers Realty Majors ETF - $654,298.34, Vanguard Total Bond Market Index Fund - $404,496.15, and iShares Core MSCI EAFE ETF - $389,791.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Howard & Co Financial Advisors Inc.'s monthly returns?
William Howard & Co Financial Advisors Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can William Howard & Co Financial Advisors Inc.'s strategy be considered aggressive or moderate?
William Howard & Co Financial Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow William Howard & Co Financial Advisors Inc.'s strategy?
William Howard & Co Financial Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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