Howard Financial Services, Ltd. Incresed Positions in Q4 2024

Howard Financial Services, Ltd.

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
71.5K
+ 48.02%
$80.93 - $85.66 $5.79M - $6.12M
220K $17.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
35.5K
+ 12.87%
$103.6 - $112.52 $3.68M - $3.99M
311K $32.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
133K
+ 23.1%
$25.09 - $25.69 $3.33M - $3.41M
707K $17.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
104K
+ 33.62%
$28.6 - $29.27 $2.99M - $3.06M
415K $11.9M
AAPL
Apple Inc.

Technology
1.34K
+ 1.0%
$221.69 - $259.02 $296K - $346K
135K $33.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.2K
+ 3.93%
$176.42 - $186.91 $3.03M - $3.21M
455K $81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.7K
+ 435.65%
$61.68 - $67.87 $2.38M - $2.62M
47.5K $2.96M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
82K
+ 13.04%
$40.84 - $42.74 $3.35M - $3.51M
711K $29.1M
NVDA
Nvidia Corp

Technology
8.54K
+ 12.41%
$117.0 - $148.88 $999K - $1.27M
77.4K $10.4M
MSFT
Microsoft Corp

Technology
4.85K
+ 25.57%
$406.35 - $454.46 $1.97M - $2.2M
23.8K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
4.44K
+ 17.92%
$180.88 - $232.93 $803K - $1.03M
29.2K $6.41M
IVV
Ishares Core S&P 500 ETF

ETFs
2.45K
+ 51.19%
$570.51 - $610.59 $1.4M - $1.49M
7.22K $4.25M
BX
Blackstone Inc.

Financial Services
8.08K
+ 582.7%
$148.45 - $199.05 $1.2M - $1.61M
9.47K $1.63M
FPE
First Tr Pfd Secs & Income ETF

ETFs
82.4K
+ 18.58%
$17.65 - $18.18 $1.45M - $1.5M
526K $9.3M
GOOGL
Alphabet Inc.

Communication Services
6.02K
+ 100.97%
$161.86 - $196.66 $974K - $1.18M
12K $2.27M
AVGO
Broadcom Inc.

Technology
2.29K
+ 20.54%
$159.67 - $250.0 $366K - $573K
13.5K $3.12M
JPM
Jpmorgan Chase & CO

Financial Services
3.37K
+ 61.81%
$205.18 - $250.29 $692K - $844K
8.83K $2.12M
GTO
Invesco Actively Managed ETF T

ETFs
47.3K
+ 7.24%
$46.33 - $48.41 $2.19M - $2.29M
701K $32.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
973
+ 5.61%
$481.22 - $538.17 $468K - $524K
18.3K $9.37M
TSLA
Tesla, Inc.

Consumer Cyclical
388
+ 7.46%
$213.65 - $479.86 $82.9K - $186K
5.59K $2.26M
SBR
Sabine Royalty Trust

Energy
9.84K
+ 14.58%
$60.18 - $66.67 $592K - $656K
77.3K $5.01M
ET
Energy Transfer LP

Energy
460
+ 0.25%
$16.05 - $19.86 $7.38K - $9.14K
182K $3.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.89K
+ 93.73%
$172.07 - $207.36 $496K - $598K
5.96K $1.18M
CNDT
Conduent Inc

Technology
150K
+ 1500.0%
$3.56 - $4.41 $534K - $662K
160K $646K
MPLX
Mplx LP

Energy
10.6K
+ 49.98%
$43.77 - $51.66 $465K - $549K
31.9K $1.53M
PLTR
Palantir Technologies Inc.

Technology
486
+ 3.45%
$36.46 - $82.38 $17.7K - $40K
14.6K $1.1M
TXN
Texas Instruments Inc

Technology
2.54K
+ 107.23%
N/A
4.9K $953K
SPY
Spdr S&P 500 ETF Trust

ETFs
383
+ 1.75%
$567.81 - $607.81 $217K - $233K
22.3K $13.1M
META
Meta Platforms, Inc.

Communication Services
751
+ 73.34%
$554.08 - $632.68 $416K - $475K
1.78K $1.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
682
+ 61.89%
$521.84 - $558.82 $356K - $381K
1.78K $961K
HTRB
Hartford Fds Total Return Bd E

ETFs
51.9K
+ 6.23%
$33.33 - $35.01 $1.73M - $1.82M
884K $29.5M
V
Visa Inc.

Financial Services
1.05K
+ 114.01%
$273.87 - $320.91 $288K - $337K
1.97K $622K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.65K
+ 4.36%
N/A
87.4K $7.5M
AGNC
Agnc Investment Corp.

Real Estate
35.6K
+ 195.21%
$9.21 - $10.59 $328K - $377K
53.8K $495K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
835
+ 6.64%
$442.29 - $483.08 $369K - $403K
13.4K $6.07M
WMT
Walmart Inc.

Consumer Defensive
2.29K
+ 26.58%
$79.1 - $95.7 $181K - $219K
10.9K $984K
NFLX
Netflix Inc

Communication Services
140
+ 16.06%
$687.65 - $936.56 $96.3K - $131K
1.01K $902K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
95
+ 0.1%
$55.73 - $66.16 $5.29K - $6.29K
94.1K $5.67M
EPD
Enterprise Products Partners L.P.

Energy
1.48K
+ 1.64%
$28.66 - $34.43 $42.5K - $51.1K
92.2K $2.89M
CRWD
Crowd Strike Holdings, Inc.

Technology
398
+ 23.88%
$275.15 - $388.2 $110K - $155K
2.07K $706K
VIG
Vanguard Dividend Appreciation

ETFs
1.26K
+ 0.69%
N/A
183K $33.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
28.5K
+ 6.84%
$43.84 - $48.76 $1.25M - $1.39M
444K $19.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
432
+ 129.34%
$501.29 - $612.85 $217K - $265K
766 $398K
OKE
Oneok Inc

Energy
577
+ 4.53%
$92.28 - $117.05 $53.2K - $67.5K
13.3K $1.34M
CRM
Salesforce, Inc.

Technology
268
+ 23.34%
$270.87 - $367.87 $72.6K - $98.6K
1.42K $473K
SCHW
Schwab Charles Corp

Financial Services
83
+ 0.53%
$63.31 - $82.85 $5.25K - $6.88K
15.9K $1.17M
AXP
American Express CO

Financial Services
416
+ 38.13%
$267.35 - $305.57 $111K - $127K
1.51K $447K
CVX
Chevron Corp

Energy
1.02K
+ 30.15%
$141.15 - $162.53 $144K - $166K
4.41K $639K
PG
Procter & Gamble CO

Consumer Defensive
869
+ 63.06%
$161.05 - $179.7 $140K - $156K
2.25K $376K
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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