Howard Bailey Securities, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $266 Billion distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $23.1B, Capitol Ser Tr with a value of $22.8B, Ishares Tr Russell 200 Value E with a value of $12.9B, Wisdomtree Tr Us Quality Divid with a value of $11.3B, and Wisdomtree Tr Wisdomtree U.S. with a value of $9.93B.
Examining the 13F form we can see an increase of $5.29B in the current position value, from $261B to 266B.
Howard Bailey Securities, LLC is based out at Fort Wayne, IN
Below you can find more details about Howard Bailey Securities, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$266 Billion
ETFs: $175 Billion
Technology: $15.2 Billion
Financial Services: $6 Billion
Consumer Cyclical: $3.43 Billion
Basic Materials: $2.85 Billion
Healthcare: $2.77 Billion
Industrials: $2.57 Billion
Communication Services: $2.28 Billion
Other: $1.84 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions