Howard Financial Services, Ltd. Purchases in Q4 2024

Howard Financial Services, Ltd.

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
348
+ 17.22%
$122.65 - $138.35 $42.7K - $48.1K
2.37K $298K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.35%
$571.78 - $647.97 $1.14K - $1.3K
575 $357K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
19
+ 0.38%
$55.58 - $62.6 $1.06K - $1.19K
4.97K $298K
VXF
Vanguard Extended Market ETF

ETFs
9
+ 0.41%
$179.17 - $207.15 $1.61K - $1.86K
2.23K $422K
NOG
Northern Oil & Gas, Inc.

Energy
81
+ 0.99%
$35.57 - $43.49 $2.88K - $3.52K
8.3K $308K
EMLP
First Tr Exchange Traded Iv

ETFs
59
+ 0.74%
$33.69 - $38.24 $1.99K - $2.26K
8.04K $286K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.16%
$370.24 - $418.94 $370 - $419
644 $258K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.59%
$198.04 - $221.51 $1.78K - $1.99K
1.54K $324K
EOG
Eog Resources Inc

Energy
142
+ 8.32%
$118.22 - $136.54 $16.8K - $19.4K
1.85K $226K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.17%
$124.61 - $133.96 $997 - $1.07K
4.72K $607K
IAU
Ishares Gold Trust

ETFs
250
+ 3.22%
$48.37 - $52.65 $12.1K - $13.2K
8.02K $397K
IBM
International Business Machines Corp

Technology
64
+ 1.4%
$204.9 - $238.04 $13.1K - $15.2K
4.65K $1.02M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
9
+ 0.17%
$84.34 - $95.14 $759 - $856
5.41K $471K
FNDA
Schwab Fundamental U S Small C

ETFs
18.4K
+ 100.94%
$29.26 - $59.11 $539K - $1.09M
36.7K $1.09M
IEMG
Ishares Inc

ETFs
2
+ 0.02%
N/A
11.7K $628K
Annaly Capital Management In
28.8K
New
N/A
28.8K $0
Ge Vernova Inc
821
New
N/A
821 $0
Ab Active Etfs Inc
8.67K
New
N/A
8.67K $0
Cava Group Inc
109
+ 1.79%
N/A
6.19K $0
Two Hbrs Invt Corp
852
+ 5.66%
N/A
15.9K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4
+ 0.11%
$57.38 - $61.11 $230 - $244
3.51K $204K
NSC
Norfolk Southern Corp

Industrials
72
+ 4.19%
$230.6 - $277.0 $16.6K - $19.9K
1.79K $420K
KO
Coca Cola CO

Consumer Defensive
903
+ 13.5%
$61.74 - $71.71 $55.8K - $64.8K
7.59K $472K
VZ
Verizon Communications Inc

Communication Services
428
+ 7.48%
$39.6 - $45.21 $16.9K - $19.3K
6.15K $245K
LEAD
Siren Divcon Leaders Dividend

ETFs
108
+ 1.51%
$66.53 - $71.39 $7.19K - $7.71K
7.24K $481K
AZN
Astrazeneca PLC

Healthcare
610
+ 14.39%
$63.2 - $79.58 $38.6K - $48.5K
4.85K $317K
UNH
Unitedhealth Group Inc

Healthcare
33
+ 8.8%
$485.52 - $625.25 $16K - $20.6K
408 $206K
YUM
Yum Brands Inc

Consumer Cyclical
15
+ 0.56%
$130.36 - $139.54 $1.96K - $2.09K
2.72K $364K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
138
+ 1.29%
$43.02 - $47.32 $5.94K - $6.53K
10.8K $469K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
79
+ 0.99%
$31.62 - $38.2 $2.5K - $3.02K
8.08K $266K
VNQ
Vanguard Specialized Funds Van

ETFs
80
+ 1.81%
$87.85 - $98.6 $7.03K - $7.89K
4.51K $401K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
68
+ 1.12%
$33.77 - $44.09 $2.3K - $3K
6.15K $208K
GNR
Spdr S&P Global Natural Resour

ETFs
149
+ 2.77%
$48.67 - $58.43 $7.25K - $8.71K
5.54K $275K
JEPI
J P Morgan Exchange Traded Fd

ETFs
65
+ 0.3%
$57.53 - $60.83 $3.74K - $3.95K
21.5K $1.24M
UBER
Uber Technologies, Inc

Technology
375
+ 7.67%
$59.93 - $86.34 $22.5K - $32.4K
5.27K $317K
ABBV
Abb Vie Inc.

Healthcare
113
+ 3.1%
$164.99 - $203.87 $18.6K - $23K
3.76K $668K
LMT
Lockheed Martin Corp

Industrials
11
+ 1.5%
$479.66 - $614.62 $5.28K - $6.76K
742 $360K
XOM
Exxon Mobil Corp

Energy
1.08K
+ 4.83%
$105.51 - $125.37 $114K - $135K
23.4K $2.52M
NOC
Northrop Grumman Corp

Industrials
11
+ 0.62%
$466.52 - $543.88 $5.13K - $5.98K
1.8K $843K
PEP
Pepsico Inc

Consumer Defensive
1.18K
+ 7.32%
$151.29 - $176.1 $178K - $207K
17.2K $2.62M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.17K
+ 2.46%
$26.63 - $30.23 $57.9K - $65.7K
90.6K $2.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
63.4K
+ 101.53%
$18.41 - $40.87 $1.17M - $2.59M
126K $2.33M
JBI
Janus International Group, Inc.

Industrials
218
+ 0.21%
$7.02 - $10.41 $1.53K - $2.27K
105K $772K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.36M
+ 207.61%
$26.93 - $84.95 $36.7M - $116M
2.02M $55.2M
Activity Summary
Buys All Purchases 145 New Holdings 26 Increased Positions 119 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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