Howard Bailey Securities, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $264 Billion distributed in 164 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 $19.9B, Wisdomtree Tr Wisdomtree U.S. with a value of $13.7B, Ishares Tr Russell 200 Value E with a value of $12.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.4B, and Wisdomtree Tr Intl Quality Div with a value of $9.71B.

Examining the 13F form we can see an increase of $264B in the current position value.

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 $264 Billion
ETFs: $200 Billion
Technology: $11.6 Billion
Financial Services: $5.37 Billion
Healthcare: $5.25 Billion
Communication Services: $2.68 Billion
Industrials: $2.38 Billion
Consumer Cyclical: $1.91 Billion
Consumer Defensive: $1.85 Billion
Other: $2.42 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $264 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 164 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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