Howard Bailey Securities, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $261 Billion distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capitol Ser Tr with a value of $22.3B, Ishares Tr Russell 200 Growth with a value of $21.4B, Wisdomtree Tr Wisdomtree U.S. with a value of $13.8B, Ishares Tr Russell 200 Value E with a value of $12.4B, and Wisdomtree Tr Us Quality Divid with a value of $11.7B.
Examining the 13F form we can see an increase of $13.1B in the current position value, from $248B to 261B.
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
$261 Billion
ETFs: $182 Billion
Technology: $14 Billion
Financial Services: $6.61 Billion
Healthcare: $2.92 Billion
Consumer Cyclical: $2.81 Billion
Industrials: $2.62 Billion
Basic Materials: $2.62 Billion
Communication Services: $2.37 Billion
Other: $2.24 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions