Howard Financial Services, Ltd. Purchases in Q2 2025

Howard Financial Services, Ltd.

  • $750 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.2K
+ 2.53%
$152.42 - $182.82 $1.87M - $2.24M
497K $90.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
290K
New
$22.27 - $29.21 $6.46M - $8.47M
290K $8.47M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
34.6K
+ 11.54%
$71.28 - $83.74 $2.47M - $2.9M
334K $28M
SPY
Spdr S&P 500 ETF Trust

ETFs
717
+ 3.1%
$496.48 - $617.85 $356K - $443K
23.9K $14.7M
AVGO
Broadcom Inc.

Technology
12
+ 0.08%
$146.29 - $275.65 $1.76K - $3.31K
14.2K $3.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 0.21%
$416.06 - $551.64 $15.4K - $20.4K
17.4K $9.6M
RDVY
First Trust Rising Dividend Ac

ETFs
7.37K
+ 3.6%
$51.6 - $62.74 $380K - $462K
212K $13.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
274
+ 0.06%
$35.9 - $43.76 $9.84K - $12K
441K $19.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.76K
+ 1.04%
$75.29 - $91.16 $132K - $160K
171K $15.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
33.3K
+ 6.42%
$27.29 - $29.28 $910K - $976K
553K $16.2M
HTRB
Hartford Fds Total Return Bd E

ETFs
17.4K
+ 2.01%
$33.14 - $34.12 $578K - $595K
886K $29.9M
SRLN
Ssga Active Trust

ETFs
11.5K
New
$39.47 - $41.59 $453K - $477K
11.5K $477K
EPD
Enterprise Products Partners L.P.

Energy
22.4K
+ 23.87%
$28.95 - $34.22 $647K - $765K
116K $3.6M
IBM
International Business Machines Corp

Technology
596
+ 13.38%
$221.03 - $294.78 $132K - $176K
5.05K $1.49M
TQQQ
Proshares Ultrapro Qqq

ETFs
1.93K
+ 23.48%
$38.9 - $83.0 $74.9K - $160K
10.1K $824K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
11.7K
+ 2.27%
$39.34 - $40.41 $459K - $471K
526K $21M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.18K
+ 157.87%
$51.68 - $52.76 $319K - $326K
10.1K $532K
ORCL
Oracle Corp

Technology
1.46K
New
$122.82 - $218.63 $179K - $319K
1.46K $319K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.42K
+ 22.9%
$91.43 - $91.74 $312K - $313K
18.3K $1.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
51
+ 2.82%
$321.63 - $509.31 $16.4K - $26K
1.86K $948K
MSTR
Microstrategy Inc

Technology
619
New
$237.95 - $421.61 $147K - $261K
619 $250K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
885
New
$179.95 - $278.88 $159K - $247K
885 $246K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.66K
New
$105.2 - $141.69 $175K - $236K
1.66K $235K
MU
Micron Technology Inc

Technology
1.88K
New
$64.72 - $127.91 $122K - $240K
1.88K $231K
VZ
Verizon Communications Inc

Communication Services
5.27K
New
$41.67 - $45.62 $220K - $241K
5.27K $228K
IGV
Ishares Expanded Tech Software

ETFs
2.04K
New
$80.15 - $109.5 $163K - $223K
2.04K $223K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.04K
New
$170.2 - $211.82 $178K - $221K
1.04K $220K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.43K
New
$50.08 - $63.14 $172K - $217K
3.43K $215K
BA
Boeing CO

Industrials
1K
New
$136.59 - $217.51 $137K - $218K
1K $210K
SCHW
Schwab Charles Corp

Financial Services
17
+ 0.11%
$69.06 - $91.24 $1.17K - $1.55K
16K $1.46M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 3.73%
$4164.15 - $5789.24 $20.8K - $28.9K
139 $804K
IEFA
Ishares Tr

ETFs
48
+ 0.25%
$67.83 - $84.09 $3.26K - $4.04K
19.5K $1.63M
UBER
Uber Technologies, Inc

Technology
200
+ 3.42%
$64.62 - $93.3 $12.9K - $18.7K
6.04K $563K
PM
Philip Morris International Inc.

Consumer Defensive
125
+ 2.74%
$149.23 - $184.95 $18.7K - $23.1K
4.69K $854K
PRT
Perm Rock Royalty Trust

Energy
28.7K
New
$3.61 - $4.27 $104K - $123K
28.7K $120K
AXP
American Express CO

Financial Services
161
+ 13.52%
$231.39 - $318.98 $37.3K - $51.4K
1.35K $431K
AGNC
Agnc Investment Corp.

Real Estate
13.3K
+ 23.8%
$8.12 - $9.49 $108K - $126K
69K $634K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
548
+ 18.24%
$76.98 - $98.31 $42.2K - $53.9K
3.55K $349K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.08%
$82.96 - $110.1 $332 - $440
4.72K $520K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
30K
New
$2.6 - $3.36 $78K - $101K
30K $81K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 4.55%
$908.13 - $1056.85 $37.2K - $43.3K
943 $933K
BAC
Bank Of America Corp

Financial Services
617
+ 8.03%
$34.39 - $47.46 $21.2K - $29.3K
8.3K $392K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
15
+ 0.32%
$108.06 - $135.3 $1.62K - $2.03K
4.75K $641K
NXPI
Nxp Semiconductors N.V.

Technology
85
+ 5.05%
$153.5 - $218.72 $13K - $18.6K
1.77K $386K
CADE
Cadence Bank

Financial Services
232
+ 0.92%
$26.42 - $32.41 $6.13K - $7.52K
25.5K $815K
FNDA
Schwab Fundamental U S Small C

ETFs
50
+ 0.14%
$23.85 - $28.69 $1.19K - $1.43K
36.8K $1.05M
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 1.49%
$451.58 - $565.94 $5.87K - $7.36K
883 $479K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
115
+ 1.41%
$21.71 - $31.51 $2.5K - $3.62K
8.28K $250K
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.62%
$320.42 - $424.58 $1.28K - $1.7K
649 $273K
Activity Summary
Buys All Purchases 83 New Holdings 20 Increased Positions 63 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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