Howard Bailey Securities, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $18.5B, Wisdomtree Tr Wisdomtree U.S. with a value of $12.6B, Ishares Tr Russell 200 Value E with a value of $12.4B, Wisdomtree Tr Us Quality Divid with a value of $11.3B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.73B.

Examining the 13F form we can see an decrease of $21.5B in the current position value, from $269B to 248B.

Howard Bailey Securities, LLC is based out at Fort Wayne, IN

Below you can find more details about Howard Bailey Securities, LLC portfolio as well as his latest detailed transactions.

Portfolio value $248 Billion
ETFs: $195 Billion
Technology: $11.5 Billion
Financial Services: $6.4 Billion
Healthcare: $3.15 Billion
Industrials: $2.91 Billion
Consumer Cyclical: $2.59 Billion
Basic Materials: $2.51 Billion
Communication Services: $2.49 Billion
Other: $3.67 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $248 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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