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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.04K
+ 16.73%
$53.94 - $58.15 $110K - $119K
14.2K $802K
MS
Morgan Stanley

Financial Services
604
+ 23.23%
$104.42 - $134.99 $63.1K - $81.5K
3.2K $402K
CSCO
Cisco Systems, Inc.

Technology
1.32K
+ 14.9%
$52.45 - $60.02 $69.1K - $79.1K
10.2K $601K
JNJ
Johnson & Johnson

Healthcare
1.27K
+ 34.33%
$143.34 - $165.86 $181K - $210K
4.95K $715K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
48
+ 5.74%
$260.53 - $404.79 $12.5K - $19.4K
884 $338K
DMLP
Dorchester Minerals, L.P.

Energy
8
+ 0.02%
$30.69 - $34.41 $246 - $275
34.2K $1.14M
NEE
Nextera Energy Inc

Utilities
2.07K
+ 65.71%
$69.77 - $85.43 $144K - $177K
5.22K $374K
LLY
Eli Lilly & CO

Healthcare
202
+ 46.98%
$727.2 - $932.06 $147K - $188K
632 $487K
MA
Mastercard Inc

Financial Services
50
+ 2.14%
$491.3 - $536.15 $24.6K - $26.8K
2.39K $1.26M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.77%
$4100.99 - $5300.34 $4.1K - $5.3K
131 $650K
VTI
Vanguard Total Stock Market Et

ETFs
61
+ 0.57%
$280.04 - $302.45 $17.1K - $18.4K
10.9K $3.15M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.38K
+ 6.76%
$20.98 - $21.19 $70.9K - $71.6K
53.4K $1.12M
COP
Conocophillips

Energy
850
+ 25.66%
$95.12 - $114.72 $80.9K - $97.5K
4.16K $412K
BAC
Bank Of America Corp

Financial Services
794
+ 11.7%
$39.22 - $47.77 $31.1K - $37.9K
7.58K $333K
HD
Home Depot, Inc.

Consumer Cyclical
211
+ 13.15%
$385.02 - $431.37 $81.2K - $91K
1.82K $706K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 3.58%
$873.59 - $994.69 $27.1K - $30.8K
897 $821K
AMGN
Amgen Inc

Healthcare
682
+ 32.51%
$258.78 - $328.31 $176K - $224K
2.78K $724K
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 112.02%
$181.96 - $405.9 $210K - $469K
2.19K $398K
GHC
Graham Holdings CO

Consumer Defensive
1
+ 0.12%
$771.16 - $960.36 $771 - $960
834 $727K
ISRG
Intuitive Surgical Inc

Healthcare
32
+ 3.98%
$471.27 - $550.62 $15.1K - $17.6K
837 $436K
HON
Honeywell International Inc

Industrials
42
+ 3.19%
$202.84 - $236.0 $8.52K - $9.91K
1.36K $307K
TPYP
Managed Portfolio Ser Tortoise

ETFs
131
+ 1.22%
$31.7 - $36.82 $4.15K - $4.82K
10.9K $371K
FANG
Diamondback Energy, Inc.

Energy
283
+ 17.58%
$153.06 - $199.5 $43.3K - $56.5K
1.89K $310K
MO
Altria Group, Inc.

Consumer Defensive
356
+ 5.71%
$49.06 - $57.74 $17.5K - $20.6K
6.59K $344K
XLK
Technology Sector Spdr

ETFs
70
+ 4.67%
$220.26 - $241.44 $15.4K - $16.9K
1.57K $364K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.1%
$94.43 - $105.47 $378 - $422
4.01K $407K
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
CABO
Cable One, Inc.

Communication Services
6
+ 0.79%
$316.06 - $425.99 $1.9K - $2.56K
763 $276K
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
Two Hbrs Invt Corp
852
+ 5.66%
N/A
15.9K $0
IEMG
Ishares Inc

ETFs
2
+ 0.02%
N/A
11.7K $628K
Cava Group Inc
109
+ 1.79%
N/A
6.19K $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
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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