Howard Financial Services, Ltd. Purchases in Q3 2024

Howard Financial Services, Ltd.

  • $686 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
52.3K
+ 13.56%
$162.64 - $179.3 $8.5M - $9.37M
438K $78.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.9K
+ 4.59%
$77.02 - $85.06 $2.22M - $2.46M
657K $55.6M
GTO
Invesco Actively Managed ETF T

ETFs
85.2K
+ 15.0%
$46.22 - $48.77 $3.94M - $4.16M
653K $31.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
44.2K
+ 42.17%
$75.88 - $83.21 $3.35M - $3.67M
149K $12.4M
HTRB
Hartford Fds Total Return Bd E

ETFs
69.5K
+ 9.12%
$33.29 - $35.33 $2.31M - $2.46M
832K $29.1M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
60.8K
+ 10.7%
$40.83 - $43.12 $2.48M - $2.62M
629K $27M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
29.2K
+ 11.82%
$96.3 - $106.49 $2.81M - $3.11M
276K $28.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
37.2K
+ 9.83%
$42.22 - $48.62 $1.57M - $1.81M
416K $19.3M
SJNK
Spdr Bloomberg Short Term High

ETFs
92.6K
+ 19.23%
$24.8 - $25.75 $2.3M - $2.38M
574K $14.8M
SBR
Sabine Royalty Trust

Energy
41.6K
+ 160.82%
$59.42 - $67.35 $2.47M - $2.8M
67.5K $4.17M
FNDF
Schwab Fundamental Intl Large

ETFs
30.7K
+ 7.79%
$33.67 - $37.71 $1.03M - $1.16M
424K $15.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
19.4K
+ 4.15%
$37.37 - $41.82 $726K - $813K
487K $20.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
90.7K
+ 25.73%
$17.35 - $18.22 $1.57M - $1.65M
443K $8.02M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.15K
+ 3.39%
$80.13 - $88.89 $493K - $547K
188K $16.6M
RDVY
First Trust Rising Dividend Ac

ETFs
9.26K
+ 4.82%
$53.68 - $59.24 $497K - $549K
201K $11.9M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15.2K
+ 4.07%
$39.37 - $41.68 $599K - $634K
389K $16.1M
TPL
Texas Pacific Land Corp

Energy
1.35K
New
$724.86 - $952.13 $979K - $1.29M
1.35K $1.19M
MSFT
Microsoft Corp

Technology
3.33K
+ 21.29%
$395.15 - $467.56 $1.31M - $1.56M
19K $8.15M
VIG
Vanguard Dividend Appreciation

ETFs
6.49K
+ 3.71%
$182.15 - $182.15 $1.18M - $1.18M
182K $33.1M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.15K
+ 1.37%
$42.87 - $45.76 $178K - $190K
306K $13.9M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
40K
+ 400.0%
$20.69 - $21.17 $828K - $847K
50K $1.05M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
10.1K
+ 13.64%
$85.84 - $85.84 $863K - $863K
83.7K $7.19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.14K
+ 16.32%
$76.38 - $78.87 $469K - $484K
43.7K $3.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.08K
New
$147.95 - $191.05 $455K - $588K
3.08K $534K
IBM
International Business Machines Corp

Technology
1.62K
+ 54.66%
$175.1 - $223.38 $284K - $362K
4.58K $1.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.59K
+ 9.4%
$25.45 - $29.53 $193K - $224K
88.4K $2.58M
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 1.7%
$191.76 - $263.26 $16.7K - $22.9K
5.2K $1.36M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.01K
New
$72.18 - $107.33 $217K - $323K
3.01K $319K
INTC
Intel Corp

Technology
16.3K
+ 186.69%
$18.9 - $34.87 $308K - $568K
25K $586K
CRM
Salesforce, Inc.

Technology
1.15K
New
$238.42 - $276.53 $274K - $317K
1.15K $314K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
8K
New
$33.15 - $42.4 $265K - $339K
8K $289K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.95K
New
$49.94 - $56.3 $247K - $279K
4.95K $278K
UPS
United Parcel Service Inc

Industrials
2.02K
New
$123.32 - $147.38 $249K - $298K
2.02K $275K
NEE
Nextera Energy Inc

Utilities
3.15K
New
$69.9 - $84.97 $220K - $268K
3.15K $266K
CABO
Cable One, Inc.

Communication Services
757
New
$314.59 - $418.85 $238K - $317K
757 $264K
ET
Energy Transfer LP

Energy
17.9K
+ 10.99%
$15.43 - $16.44 $277K - $295K
181K $2.91M
XOM
Exxon Mobil Corp

Energy
1.62K
+ 7.82%
$109.72 - $119.0 $178K - $193K
22.3K $2.62M
PLTR
Palantir Technologies Inc.

Technology
2.46K
+ 21.12%
$24.09 - $37.95 $59.1K - $93.2K
14.1K $523K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.02K
+ 158.85%
$217.89 - $392.15 $223K - $401K
1.67K $467K
UNH
Unitedhealth Group Inc

Healthcare
375
New
$488.01 - $604.18 $183K - $227K
375 $219K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.6K
New
$75.63 - $84.89 $196K - $220K
2.6K $218K
NKE
Nike, Inc.

Consumer Cyclical
2.43K
New
$71.09 - $89.44 $173K - $217K
2.43K $214K
BX
Blackstone Inc.

Financial Services
1.39K
New
$120.77 - $159.66 $168K - $221K
1.39K $212K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.51K
New
$54.38 - $59.77 $191K - $210K
3.51K $207K
TMO
Thermo Fisher Scientific Inc.

Healthcare
334
New
$531.86 - $624.21 $178K - $208K
334 $206K
VTI
Vanguard Total Stock Market Et

ETFs
138
+ 1.3%
$255.18 - $283.2 $35.2K - $39.1K
10.8K $3.06M
KRP
Kimbell Royalty Partners, LP

Energy
12.8K
New
$15.11 - $17.05 $193K - $218K
12.8K $205K
SCCO
Southern Copper Corp

Basic Materials
1.76K
New
$94.1 - $120.43 $165K - $211K
1.76K $202K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.81K
New
$51.02 - $52.74 $195K - $201K
3.81K $200K
Activity Summary
Buys All Purchases 111 New Holdings 20 Increased Positions 91 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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