Howard Financial Services, Ltd. Incresed Positions in Q4 2025

Howard Financial Services, Ltd.

  • $830 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
SCHW
Schwab Charles Corp

Financial Services
1.39K
+ 8.66%
$91.91 - $97.71 $128K - $136K
17.4K $1.6M
CAT
Caterpillar Inc

Industrials
60
+ 12.05%
$480.82 - $585.49 $28.8K - $35.1K
558 $308K
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 0.7%
$656.2 - $690.71 $30.2K - $31.8K
6.59K $4.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
+ 10.44%
$524.58 - $588.02 $27.3K - $30.6K
550 $311K
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
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
AGNC
Agnc Investment Corp.

Real Estate
1.83K
+ 2.57%
$9.88 - $10.34 $18K - $18.9K
72.7K $738K
VGT
Vanguard Information Technolog

ETFs
53
+ 12.74%
$736.33 - $801.52 $39K - $42.5K
469 $354K
AXP
American Express CO

Financial Services
91
+ 6.67%
$316.26 - $372.77 $28.8K - $33.9K
1.46K $496K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
105
+ 2.06%
$280.66 - $305.09 $29.5K - $32K
5.19K $1.46M
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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3
+ 0.34%
$325.34 - $368.61 $976 - $1.11K
894 $308K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
51
+ 1.49%
$67.07 - $73.01 $3.42K - $3.72K
3.48K $249K
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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
22
+ 1.0%
$91.84 - $96.06 $2.02K - $2.11K
2.23K $210K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
40
+ 0.32%
$56.33 - $59.22 $2.25K - $2.37K
12.4K $716K
EMLP
First Tr Exchange Traded Iv

ETFs
63
+ 0.76%
$37.38 - $38.54 $2.35K - $2.43K
8.3K $319K
WES
Western Midstream Partners, LP

Energy
249
+ 2.33%
$37.26 - $39.65 $9.28K - $9.87K
10.9K $423K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.08%
$118.29 - $126.28 $473 - $505
4.73K $572K
LMT
Lockheed Martin Corp

Industrials
27
+ 6.25%
$452.1 - $514.24 $12.2K - $13.9K
459 $216K
Vanguard Malvern Fds
30.5K
+ 453.14%
N/A
37.2K $0
Coreweave Inc
4.52K
+ 150.57%
N/A
7.52K $0
Ge Vernova Inc
768
+ 95.76%
N/A
1.57K $0
Viper Energy Inc
7.29K
+ 29.89%
N/A
31.7K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.15%
N/A
3.35K $0
Annaly Capital Management In
691
+ 1.67%
N/A
42K $0
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
6
+ 0.16%
$99.77 - $105.23 $599 - $631
3.77K $379K
YUM
Yum Brands Inc

Consumer Cyclical
27
+ 0.99%
$138.21 - $153.19 $3.73K - $4.14K
2.76K $411K
META
Meta Platforms, Inc.

Communication Services
292
+ 20.07%
$609.01 - $751.67 $178K - $219K
1.75K $1.06M
COP
Conocophillips

Energy
129
+ 4.05%
$85.66 - $95.46 $11.1K - $12.3K
3.32K $294K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22
+ 0.25%
$63.25 - $66.24 $1.39K - $1.46K
8.97K $576K
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
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