Howard Financial Services, Ltd. Purchases in Q4 2025

Howard Financial Services, Ltd.

  • $830 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
611
New
$325.07 - $359.91 $199K - $220K
611 $198K
PHYS
Sprott Physical Gold Trust

Financial Services
6.37K
New
$29.62 - $33.31 $189K - $212K
6.37K $198K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.69K
+ 1.29%
$40.28 - $40.85 $269K - $273K
526K $21.3M
XOM
Exxon Mobil Corp

Energy
711
+ 3.63%
$110.64 - $119.78 $78.7K - $85.2K
20.3K $2.39M
EPD
Enterprise Products Partners L.P.

Energy
1.93K
+ 1.65%
$30.19 - $32.26 $58.4K - $62.4K
119K $3.85M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.81K
+ 84.78%
$44.53 - $47.25 $170K - $180K
8.31K $378K
ISRG
Intuitive Surgical Inc

Healthcare
155
+ 18.95%
$429.59 - $576.2 $66.6K - $89.3K
973 $531K
JNJ
Johnson & Johnson

Healthcare
444
+ 10.91%
$185.98 - $199.58 $82.6K - $88.6K
4.52K $901K
AMGN
Amgen Inc

Healthcare
112
+ 6.14%
$290.13 - $341.71 $32.5K - $38.3K
1.94K $661K
MRK
Merck & Co., Inc.

Healthcare
700
+ 9.85%
$82.49 - $92.93 $57.7K - $65.1K
7.81K $724K
WMT
Walmart Inc.

Consumer Defensive
1.08K
+ 10.76%
$101.18 - $109.03 $109K - $118K
11.1K $1.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
39
+ 2.11%
$482.23 - $557.53 $18.8K - $21.7K
1.88K $1.01M
RODM
Hartford Multifactor Developed

ETFs
904
+ 0.97%
$34.98 - $36.49 $31.6K - $33K
93.7K $3.4M
VZ
Verizon Communications Inc

Communication Services
2.82K
+ 53.18%
$38.4 - $43.83 $108K - $124K
8.13K $333K
NEE
Nextera Energy Inc

Utilities
695
+ 17.89%
$78.18 - $86.03 $54.3K - $59.8K
4.58K $392K
KO
Coca Cola CO

Consumer Defensive
804
+ 10.68%
$66.1 - $71.61 $53.1K - $57.6K
8.33K $588K
V
Visa Inc.

Financial Services
336
+ 22.18%
$325.75 - $352.42 $109K - $118K
1.85K $602K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
759
+ 0.75%
$23.02 - $24.23 $17.5K - $18.4K
102K $2.43M
TXN
Texas Instruments Inc

Technology
419
+ 20.74%
N/A
2.44K $474K
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 0.15%
$589.5 - $635.77 $15.3K - $16.5K
17.4K $10.5M
CAT
Caterpillar Inc

Industrials
60
+ 12.05%
$480.82 - $585.49 $28.8K - $35.1K
558 $308K
SCHW
Schwab Charles Corp

Financial Services
1.39K
+ 8.66%
$91.91 - $97.71 $128K - $136K
17.4K $1.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
+ 10.44%
$524.58 - $588.02 $27.3K - $30.6K
550 $311K
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 0.7%
$656.2 - $690.71 $30.2K - $31.8K
6.59K $4.45M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
963
+ 1.19%
$32.35 - $34.37 $31.2K - $33.1K
81.9K $2.77M
UPS
United Parcel Service Inc

Industrials
309
+ 8.7%
$82.87 - $97.4 $25.6K - $30.1K
3.86K $363K
DELL
Dell Technologies Inc.

Technology
567
+ 30.22%
$133.76 - $164.88 $75.8K - $93.5K
2.44K $326K
T
At&T Inc.

Communication Services
3.71K
+ 30.15%
$24.44 - $27.55 $90.6K - $102K
16K $407K
ABBV
Abb Vie Inc.

Healthcare
207
+ 6.81%
$211.96 - $244.38 $43.9K - $50.6K
3.25K $759K
WFC
Wells Fargo & Company

Financial Services
645
+ 22.69%
$77.62 - $87.3 $50.1K - $56.3K
3.49K $290K
BAC
Bank Of America Corp

Financial Services
877
+ 10.31%
$48.65 - $54.11 $42.7K - $47.5K
9.39K $483K
VGT
Vanguard Information Technolog

ETFs
53
+ 12.74%
$736.33 - $801.52 $39K - $42.5K
469 $354K
AGNC
Agnc Investment Corp.

Real Estate
1.83K
+ 2.57%
$9.88 - $10.34 $18K - $18.9K
72.7K $738K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
105
+ 2.06%
$280.66 - $305.09 $29.5K - $32K
5.19K $1.46M
AXP
American Express CO

Financial Services
91
+ 6.67%
$316.26 - $372.77 $28.8K - $33.9K
1.46K $496K
RTX
Raytheon Technologies Corp

Industrials
173
+ 13.68%
$157.0 - $179.44 $27.2K - $31K
1.44K $252K
UNH
Unitedhealth Group Inc

Healthcare
157
+ 25.53%
$320.52 - $369.92 $50.3K - $58.1K
772 $247K
EQT
Eqt Corp

Energy
90
+ 1.83%
$51.8 - $60.84 $4.66K - $5.48K
5K $299K
UNP
Union Pacific Corp

Industrials
200
+ 22.08%
$216.37 - $237.41 $43.3K - $47.5K
1.11K $244K
LUV
Southwest Airlines CO

Industrials
125
+ 0.55%
$29.67 - $34.68 $3.71K - $4.34K
22.7K $745K
CRM
Salesforce, Inc.

Technology
94
+ 6.16%
$235.69 - $263.41 $22.2K - $24.8K
1.62K $384K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
62
+ 3.01%
$242.67 - $261.79 $15K - $16.2K
2.12K $531K
NEM
Newmont Corp

Basic Materials
135
+ 5.64%
$78.63 - $98.27 $10.6K - $13.3K
2.53K $220K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
51
+ 1.49%
$67.07 - $73.01 $3.42K - $3.72K
3.48K $249K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3
+ 0.34%
$325.34 - $368.61 $976 - $1.11K
894 $308K
MRVL
Marvell Technology, Inc.

Technology
3
+ 0.05%
$81.05 - $93.74 $243 - $281
6.01K $519K
MS
Morgan Stanley

Financial Services
58
+ 1.65%
$151.86 - $169.92 $8.81K - $9.86K
3.58K $570K
BA
Boeing CO

Industrials
165
+ 16.27%
$191.81 - $225.32 $31.6K - $37.2K
1.18K $226K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.19%
$142.82 - $150.36 $1.29K - $1.35K
4.77K $699K
Activity Summary
Buys All Purchases 141 New Holdings 21 Increased Positions 120 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Howard Financial Services, Ltd. Portfolio

Follow Howard Financial Services, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Financial Services, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Howard Financial Services, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email