Howard Financial Services, Ltd. Portfolio Holdings

Howard Financial Services, Ltd.

  • $726 Million
  • Q1 2025

Howard Financial Services, Ltd. has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $726 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $82.2M, Schwab Strategic Tr Us Dividen with a value of $57.2M, Invesco Exchange Traded Fd Tr with a value of $35.1M, Invesco S&P 500 Equal Weight E with a value of $34.3M, and Vanguard Dividend Appreciation with a value of $33.8M.

Examining the 13F form we can see an decrease of $2.1M in the current position value, from $728M to 726M.

Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $726 Million
ETFs: $586 Million
Technology: $58.3 Million
Energy: $23.7 Million
Financial Services: $19.2 Million
Consumer Cyclical: $15.2 Million
Consumer Defensive: $7.42 Million
Healthcare: $5.32 Million
Communication Services: $5.22 Million
Other: $5.88 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206M
$203,000 0.03% of portfolio
8,161
Q1 2025 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $726 Million
  • Prior Value $728 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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