Howard Financial Services, Ltd. Purchases in Q4 2024

Howard Financial Services, Ltd.

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
71.5K
+ 48.02%
$80.93 - $85.66 $5.79M - $6.12M
220K $17.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
35.5K
+ 12.87%
$103.6 - $112.52 $3.68M - $3.99M
311K $32.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
133K
+ 23.1%
$25.09 - $25.69 $3.33M - $3.41M
707K $17.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
104K
+ 33.62%
$28.6 - $29.27 $2.99M - $3.06M
415K $11.9M
AAPL
Apple Inc.

Technology
1.34K
+ 1.0%
$221.69 - $259.02 $296K - $346K
135K $33.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.2K
+ 3.93%
$176.42 - $186.91 $3.03M - $3.21M
455K $81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.7K
+ 435.65%
$61.68 - $67.87 $2.38M - $2.62M
47.5K $2.96M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
82K
+ 13.04%
$40.84 - $42.74 $3.35M - $3.51M
711K $29.1M
NVDA
Nvidia Corp

Technology
8.54K
+ 12.41%
$117.0 - $148.88 $999K - $1.27M
77.4K $10.4M
MSFT
Microsoft Corp

Technology
4.85K
+ 25.57%
$406.35 - $454.46 $1.97M - $2.2M
23.8K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
4.44K
+ 17.92%
$180.88 - $232.93 $803K - $1.03M
29.2K $6.41M
IVV
Ishares Core S&P 500 ETF

ETFs
2.45K
+ 51.19%
$570.51 - $610.59 $1.4M - $1.49M
7.22K $4.25M
BX
Blackstone Inc.

Financial Services
8.08K
+ 582.7%
$148.45 - $199.05 $1.2M - $1.61M
9.47K $1.63M
FPE
First Tr Pfd Secs & Income ETF

ETFs
82.4K
+ 18.58%
$17.65 - $18.18 $1.45M - $1.5M
526K $9.3M
GOOGL
Alphabet Inc.

Communication Services
6.02K
+ 100.97%
$161.86 - $196.66 $974K - $1.18M
12K $2.27M
AVGO
Broadcom Inc.

Technology
2.29K
+ 20.54%
$159.67 - $250.0 $366K - $573K
13.5K $3.12M
VEA
Vanguard Ftse Developed Market

ETFs
22.7K
New
$47.57 - $52.44 $1.08M - $1.19M
22.7K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
3.37K
+ 61.81%
$205.18 - $250.29 $692K - $844K
8.83K $2.12M
GTO
Invesco Actively Managed ETF T

ETFs
47.3K
+ 7.24%
$46.33 - $48.41 $2.19M - $2.29M
701K $32.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
973
+ 5.61%
$481.22 - $538.17 $468K - $524K
18.3K $9.37M
TSLA
Tesla, Inc.

Consumer Cyclical
388
+ 7.46%
$213.65 - $479.86 $82.9K - $186K
5.59K $2.26M
SBR
Sabine Royalty Trust

Energy
9.84K
+ 14.58%
$60.18 - $66.67 $592K - $656K
77.3K $5.01M
ET
Energy Transfer LP

Energy
460
+ 0.25%
$16.05 - $19.86 $7.38K - $9.14K
182K $3.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.89K
+ 93.73%
$172.07 - $207.36 $496K - $598K
5.96K $1.18M
CNDT
Conduent Inc

Technology
150K
+ 1500.0%
$3.56 - $4.41 $534K - $662K
160K $646K
MPLX
Mplx LP

Energy
10.6K
+ 49.98%
$43.77 - $51.66 $465K - $549K
31.9K $1.53M
PLTR
Palantir Technologies Inc.

Technology
486
+ 3.45%
$36.46 - $82.38 $17.7K - $40K
14.6K $1.1M
ADP
Automatic Data Processing Inc

Industrials
1.7K
New
$280.08 - $307.97 $475K - $523K
1.7K $496K
TXN
Texas Instruments Inc

Technology
2.54K
+ 107.23%
N/A
4.9K $953K
SPY
Spdr S&P 500 ETF Trust

ETFs
383
+ 1.75%
$567.81 - $607.81 $217K - $233K
22.3K $13.1M
MRVL
Marvell Technology, Inc.

Technology
4.28K
New
$70.31 - $124.78 $301K - $534K
4.28K $472K
BFST
Business First Bancshares, Inc.

Financial Services
18.1K
New
$23.96 - $29.86 $434K - $541K
18.1K $465K
META
Meta Platforms, Inc.

Communication Services
751
+ 73.34%
$554.08 - $632.68 $416K - $475K
1.78K $1.05M
WES
Western Midstream Partners, LP

Energy
10K
New
$35.7 - $40.71 $357K - $407K
10K $384K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
682
+ 61.89%
$521.84 - $558.82 $356K - $381K
1.78K $961K
HTRB
Hartford Fds Total Return Bd E

ETFs
51.9K
+ 6.23%
$33.33 - $35.01 $1.73M - $1.82M
884K $29.5M
V
Visa Inc.

Financial Services
1.05K
+ 114.01%
$273.87 - $320.91 $288K - $337K
1.97K $622K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.73K
New
$44.04 - $49.49 $340K - $383K
7.73K $340K
FDN
First Tr Fd Dow Jones

ETFs
1.39K
New
$210.5 - $257.24 $292K - $357K
1.39K $337K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.65K
+ 4.36%
N/A
87.4K $7.5M
SYK
Stryker Corp

Healthcare
853
New
$345.14 - $392.15 $294K - $335K
853 $307K
AGNC
Agnc Investment Corp.

Real Estate
35.6K
+ 195.21%
$9.21 - $10.59 $328K - $377K
53.8K $495K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.22K
New
$238.25 - $261.28 $292K - $320K
1.22K $296K
VB
Vanguard Small Cap ETF

ETFs
1.22K
New
$233.76 - $261.58 $286K - $320K
1.22K $293K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
835
+ 6.64%
$442.29 - $483.08 $369K - $403K
13.4K $6.07M
WMT
Walmart Inc.

Consumer Defensive
2.29K
+ 26.58%
$79.1 - $95.7 $181K - $219K
10.9K $984K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.49K
New
$113.79 - $124.5 $283K - $310K
2.49K $285K
NFLX
Netflix Inc

Communication Services
140
+ 16.06%
$687.65 - $936.56 $96.3K - $131K
1.01K $902K
EMR
Emerson Electric CO

Industrials
2.21K
New
$108.13 - $134.33 $239K - $297K
2.21K $274K
Activity Summary
Buys All Purchases 145 New Holdings 26 Increased Positions 119 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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