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
ABT
Abbott Laboratories

Healthcare
205
+ 10.49%
$123.95 - $138.08 $25.4K - $28.3K
2.16K $293K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
51
+ 0.42%
$45.88 - $54.4 $2.34K - $2.77K
12.3K $669K
ET
Energy Transfer LP

Energy
6.26K
+ 3.44%
$15.65 - $18.93 $98K - $119K
188K $3.41M
EQT
Eqt Corp

Energy
60
+ 1.22%
$46.11 - $60.44 $2.77K - $3.63K
4.97K $289K
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 2.73%
$335.24 - $380.78 $15.1K - $17.1K
1.69K $620K
PMN
Pro Mis Neurosciences Inc.
26K
New
$0.47 - $0.75 $12.2K - $19.5K
26K $12K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6
+ 0.11%
$67.03 - $80.35 $402 - $482
5.42K $432K
INTC
Intel Corp

Technology
616
+ 3.6%
$18.13 - $22.69 $11.2K - $14K
17.7K $397K
KO
Coca Cola CO

Consumer Defensive
163
+ 2.2%
$68.37 - $73.9 $11.1K - $12K
7.57K $535K
WES
Western Midstream Partners, LP

Energy
736
+ 7.21%
$34.99 - $41.61 $25.8K - $30.6K
11K $423K
JEPI
J P Morgan Exchange Traded Fd

ETFs
66
+ 0.32%
$51.14 - $57.0 $3.38K - $3.76K
20.7K $1.17M
VNQ
Vanguard Specialized Funds Van

ETFs
45
+ 0.99%
$79.79 - $91.42 $3.59K - $4.11K
4.6K $409K
IEMG
Ishares Inc

ETFs
1
+ 0.01%
N/A
11.7K $628K
Annaly Capital Management In
10.3K
+ 34.27%
N/A
40.5K $0
Two Hbrs Invt Corp
8.99K
+ 54.56%
N/A
25.5K $0
Rwt Hldgs Inc
10K
New
N/A
10K $0
Coreweave Inc
3K
New
N/A
3K $0
Zjk Indl Co. Ltd.
12.5K
New
N/A
12.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
4.18K
New
N/A
4.18K $0
Direxion Shs ETF Tr
31K
New
N/A
31K $0
UNP
Union Pacific Corp

Industrials
17
+ 1.91%
$208.27 - $238.46 $3.54K - $4.05K
909 $209K
MO
Altria Group, Inc.

Consumer Defensive
120
+ 1.59%
$55.56 - $60.91 $6.67K - $7.31K
7.68K $450K
MPLX
Mplx LP

Energy
1.2K
+ 3.7%
$46.68 - $53.89 $56K - $64.7K
33.7K $1.73M
GHC
Graham Holdings CO

Consumer Defensive
2
+ 0.24%
$876.56 - $1003.53 $1.75K - $2.01K
838 $792K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
119
+ 1.09%
$38.81 - $44.28 $4.62K - $5.27K
11.1K $469K
XLE
Energy Sector Spdr

ETFs
140
+ 4.32%
$76.44 - $94.13 $10.7K - $13.2K
3.38K $286K
MRK
Merck & Co., Inc.

Healthcare
560
+ 8.55%
$73.47 - $87.12 $41.1K - $48.8K
7.11K $562K
ABBV
Abb Vie Inc.

Healthcare
120
+ 4.22%
$170.16 - $206.27 $20.4K - $24.8K
2.97K $550K
DMLP
Dorchester Minerals, L.P.

Energy
7
+ 0.02%
$26.77 - $30.37 $187 - $213
34.2K $952K
BSM
Black Stone Minerals, L.P.

Energy
220
+ 0.24%
$12.78 - $15.36 $2.81K - $3.38K
91.9K $1.2M
XOM
Exxon Mobil Corp

Energy
40
+ 0.2%
$99.93 - $119.04 $4K - $4.76K
19.8K $2.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 1.1%
$483.48 - $539.8 $74K - $82.6K
14K $6.8M
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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