Howard Bailey Securities, LLC Reduced Holdings in Q3 2025

Howard Bailey Securities, LLC

  • $266 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-91.1K
- 33.1%
$49.41 - $54.08 $4.5M - $4.93M
184K $9.93B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-78.5K
- 42.02%
$37.5 - $40.3 $2.94M - $3.16M
108K $4.32B
IWP
Ishares Russell Mid Cap Growth

ETFs
-11.7K
- 50.12%
$137.51 - $145.26 $1.61M - $1.7M
11.6K $1.66B
TYA
Simplify Exchange Traded Fds S

ETFs
-68.1K
- 60.85%
N/A
43.8K $596M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14.6K
- 12.78%
$72.65 - $78.68 $1.06M - $1.15M
99.6K $7.8B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-13.4K
- 9.6%
$84.28 - $89.46 $1.13M - $1.2M
127K $11.3B
Aim ETF Products Trust
-13.6K
- 49.64%
N/A
13.8K $404M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-10.2K
- 50.63%
$33.26 - $34.01 $341K - $348K
9.98K $338M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-23.2K
- 12.84%
$34.31 - $38.09 $796K - $884K
158K $5.98B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-5.01K
- 12.98%
$74.73 - $80.82 $374K - $405K
33.6K $2.67B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-4.83K
- 31.4%
$29.12 - $29.34 $141K - $142K
10.6K $310M
Ferguson Enterprises Inc
-511
- 34.07%
N/A
989 $222M
WMT
Walmart Inc.

Consumer Defensive
-1.16K
- 28.02%
$94.4 - $104.27 $109K - $121K
2.97K $306M
ELV
Elevance Health, Inc.

Healthcare
-132
- 17.1%
$274.66 - $395.76 $36.3K - $52.2K
640 $207M
SPGI
S&P Global Inc.

Financial Services
-72
- 5.1%
$484.94 - $564.15 $34.9K - $40.6K
1.34K $652M
DE
Deere & CO

Industrials
-121
- 17.11%
$457.26 - $524.37 $55.3K - $63.4K
586 $268M
MSFT
Microsoft Corp

Technology
-478
- 6.13%
$491.09 - $535.64 $235K - $256K
7.32K $3.79B
HD
Home Depot, Inc.

Consumer Cyclical
-316
- 25.16%
$357.4 - $423.42 $113K - $134K
940 $381M
CMCSA
Comcast Corp

Communication Services
-1.32K
- 16.17%
$31.41 - $36.33 $41.4K - $47.9K
6.84K $215M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-179
- 18.23%
$459.11 - $506.91 $82.2K - $90.7K
803 $404M
ADP
Automatic Data Processing Inc

Industrials
-192
- 20.06%
$288.69 - $310.94 $55.4K - $59.7K
765 $225M
V
Visa Inc.

Financial Services
-72
- 2.22%
$332.09 - $358.86 $23.9K - $25.8K
3.17K $1.08B
LLY
Eli Lilly & CO

Healthcare
-67
- 15.51%
$625.65 - $812.69 $41.9K - $54.5K
365 $278M
INTU
Intuit Inc

Technology
-23
- 5.74%
$646.03 - $807.39 $14.9K - $18.6K
378 $258M
Linde PLC
-120
- 21.43%
N/A
440 $209M
GM
General Motors CO

Consumer Cyclical
-2.08K
- 32.9%
$48.89 - $61.24 $102K - $127K
4.24K $259M
NOW
Service Now, Inc.

Technology
-14
- 4.58%
$850.86 - $1044.69 $11.9K - $14.6K
292 $269M
ADI
Analog Devices Inc

Technology
-216
- 17.76%
$220.68 - $255.63 $47.7K - $55.2K
1K $246M
ROK
Rockwell Automation, Inc

Industrials
-146
- 16.82%
$328.67 - $358.52 $48K - $52.3K
722 $252M
GOOGL
Alphabet Inc.

Communication Services
-936
- 32.56%
$174.36 - $254.72 $163K - $238K
1.94K $471M
VGSH
Vanguard

ETFs
-560
- 5.16%
$58.43 - $58.88 $32.7K - $33K
10.3K $606M
MUB
Ishares National Muni Bond ETF

ETFs
-573
- 3.83%
$103.24 - $106.68 $59.2K - $61.1K
14.4K $1.53B
Coherent Corp
-741
- 26.98%
N/A
2.01K $216M
IVV
Ishares Core S&P 500 ETF

ETFs
-190
- 9.03%
$620.67 - $670.08 $118K - $127K
1.92K $1.28B
UNH
Unitedhealth Group Inc

Healthcare
-177
- 16.27%
$237.77 - $353.61 $42.1K - $62.6K
911 $315M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-419
- 5.47%
$50.53 - $50.82 $21.2K - $21.3K
7.24K $368M
PEP
Pepsico Inc

Consumer Defensive
-310
- 11.32%
$133.81 - $152.16 $41.5K - $47.2K
2.43K $341M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-853
- 7.12%
$24.87 - $25.69 $21.2K - $21.9K
11.1K $284M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-193
- 4.98%
$95.22 - $96.21 $18.4K - $18.6K
3.68K $354M
Pimco ETF Tr
-615
- 5.05%
N/A
11.6K $310M
MSCI
Msci Inc.

Financial Services
-14
- 3.53%
$526.48 - $588.0 $7.37K - $8.23K
383 $217M
CAT
Caterpillar Inc

Industrials
-155
- 21.5%
$390.92 - $477.15 $60.6K - $74K
566 $270M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-825
- 5.09%
$37.2 - $39.77 $30.7K - $32.8K
15.4K $607M
WDAY
Workday, Inc.

Technology
-34
- 3.39%
$213.69 - $247.69 $7.27K - $8.42K
968 $233M
Aim ETF Products Trust
-5.03K
- 4.34%
N/A
111K $3.65B
SPYC
Simplify Exchange Traded Fds U
-464
- 4.55%
N/A
9.74K $417M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-78
- 9.59%
$393.18 - $439.39 $30.7K - $34.3K
735 $320M
Victory Portfolios Ii
-586
- 6.2%
N/A
8.86K $332M
VEEV
Veeva Systems Inc

Healthcare
-44
- 3.68%
$269.2 - $297.91 $11.8K - $13.1K
1.15K $343M
Activity Summary
Buys All Purchases 51 New Holdings 15 Increased Positions 36 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Howard Bailey Securities, LLC Portfolio

Follow Howard Bailey Securities, LLC 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 Bailey Securities, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Bailey Securities, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email