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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
332
+ 43.12%
$475.2 - $527.7 $158K - $175K
1.1K $581K
AVGO
Broadcom Inc.

Technology
10.1K
+ 932.65%
$136.27 - $1745.86 $1.37M - $17.6M
11.2K $1.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
27
+ 0.16%
$434.77 - $502.96 $11.7K - $13.6K
17.4K $8.47M
NOC
Northrop Grumman Corp

Industrials
6
+ 0.34%
$423.73 - $533.14 $2.54K - $3.2K
1.79K $942K
ABBV
Abb Vie Inc.

Healthcare
314
+ 9.42%
$163.84 - $199.33 $51.4K - $62.6K
3.65K $720K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.04%
$520.18 - $576.82 $1.04K - $1.15K
4.78K $2.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.5K
+ 13.06%
$81.31 - $83.29 $122K - $125K
13K $1.08M
WMT
Walmart Inc.

Consumer Defensive
317
+ 3.82%
$66.91 - $81.4 $21.2K - $25.8K
8.61K $695K
MA
Mastercard Inc

Financial Services
24
+ 1.04%
$429.6 - $500.99 $10.3K - $12K
2.34K $1.16M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 6.3%
$333.64 - $405.2 $31.7K - $38.5K
1.6K $649K
JNJ
Johnson & Johnson

Healthcare
365
+ 10.99%
$145.48 - $167.38 $53.1K - $61.1K
3.69K $597K
GHC
Graham Holdings CO

Consumer Defensive
2
+ 0.24%
$688.99 - $821.72 $1.38K - $1.64K
833 $684K
META
Meta Platforms, Inc.

Communication Services
51
+ 5.24%
$453.41 - $572.44 $23.1K - $29.2K
1.02K $586K
FNDA
Schwab Fundamental U S Small C

ETFs
123
+ 0.68%
$54.26 - $60.01 $6.67K - $7.38K
18.2K $1.09M
GLD
Spdr Gold Trust

ETFs
15
+ 0.56%
$215.56 - $246.98 $3.23K - $3.7K
2.67K $650K
CSCO
Cisco Systems, Inc.

Technology
513
+ 6.16%
$44.74 - $53.22 $23K - $27.3K
8.84K $470K
AMGN
Amgen Inc

Healthcare
153
+ 7.87%
$309.38 - $337.38 $47.3K - $51.6K
2.1K $675K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
306
+ 24.96%
$178.94 - $207.0 $54.8K - $63.3K
1.53K $307K
MPLX
Mplx LP

Energy
421
+ 2.02%
$40.44 - $45.07 $17K - $19K
21.3K $946K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8
+ 0.07%
$39.95 - $45.86 $320 - $367
10.7K $488K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
206
+ 4.57%
$113.45 - $126.18 $23.4K - $26K
4.71K $594K
EPD
Enterprise Products Partners L.P.

Energy
1.55K
+ 1.74%
$27.88 - $30.0 $43.3K - $46.6K
90.7K $2.64M
KO
Coca Cola CO

Consumer Defensive
5
+ 0.07%
$62.69 - $73.01 $313 - $365
6.69K $480K
IAU
Ishares Gold Trust

ETFs
220
+ 2.91%
$44.06 - $50.5 $9.69K - $11.1K
7.77K $386K
MO
Altria Group, Inc.

Consumer Defensive
396
+ 6.79%
$45.95 - $54.71 $18.2K - $21.7K
6.23K $318K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14
+ 0.26%
$77.23 - $87.97 $1.08K - $1.23K
5.4K $468K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.75%
$416.14 - $494.01 $2.5K - $2.96K
805 $395K
NFLX
Netflix Inc

Communication Services
10
+ 1.16%
$598.55 - $722.26 $5.99K - $7.22K
872 $618K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.12%
$801.83 - $917.05 $802 - $917
866 $767K
VZ
Verizon Communications Inc

Communication Services
223
+ 4.06%
$38.89 - $45.0 $8.67K - $10K
5.72K $256K
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.27%
$163.98 - $182.92 $984 - $1.1K
2.22K $403K
EMLP
First Tr Exchange Traded Iv

ETFs
71
+ 0.9%
$30.38 - $34.0 $2.16K - $2.41K
7.98K $268K
TXN
Texas Instruments Inc

Technology
144
+ 6.48%
$194.6 - $194.6 $28K - $28K
2.37K $460K
PFE
Pfizer Inc

Healthcare
511
+ 4.02%
$27.7 - $31.39 $14.2K - $16K
13.2K $382K
MS
Morgan Stanley

Financial Services
9
+ 0.35%
$92.07 - $106.96 $829 - $963
2.6K $271K
V
Visa Inc.

Financial Services
20
+ 2.22%
$253.74 - $291.56 $5.07K - $5.83K
921 $253K
HON
Honeywell International Inc

Industrials
108
+ 8.93%
$196.73 - $220.21 $21.2K - $23.8K
1.32K $272K
UBER
Uber Technologies, Inc

Technology
15
+ 0.31%
$58.48 - $77.47 $877 - $1.16K
4.89K $367K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.12%
$84.77 - $97.13 $424 - $486
4.01K $383K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.07%
$160.76 - $177.82 $161 - $178
1.38K $238K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.17%
$514.43 - $606.85 $514 - $607
573 $336K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
6
+ 0.19%
$82.41 - $92.06 $494 - $552
3.2K $288K
NVDA
Nvidia Corp

Technology
1.21K
+ 1.79%
$98.91 - $134.91 $119K - $163K
68.8K $8.36M
BAC
Bank Of America Corp

Financial Services
15
+ 0.22%
$36.65 - $44.13 $550 - $662
6.79K $269K
Grayscale Ethereum Mini Tr E
11.9K
New
N/A
11.9K $0
Grayscale Ethereum Tr Eth
11.9K
New
N/A
11.9K $0
Star Hldgs
3K
+ 18.75%
N/A
19K $0
EOG
Eog Resources Inc

Energy
5
+ 0.29%
$117.9 - $132.65 $590 - $663
1.71K $209K
SCHW
Schwab Charles Corp

Financial Services
1.67K
+ 11.85%
$61.74 - $76.08 $103K - $127K
15.8K $1.02M
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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