Howard Financial Services, Ltd. Incresed Positions in Q1 2025

Howard Financial Services, Ltd.

  • $726 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
79.4K
+ 36.03%
$78.0 - $84.37 $6.19M - $6.7M
300K $23.7M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
104K
+ 25.12%
$28.55 - $29.09 $2.98M - $3.03M
520K $15M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
58.3K
+ 12.77%
$38.99 - $40.37 $2.27M - $2.35M
515K $20.7M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
43.1K
+ 13.84%
$96.88 - $111.25 $4.17M - $4.79M
354K $35.1M
SJNK
Spdr Bloomberg Short Term High

ETFs
97.6K
+ 13.81%
$25.08 - $25.64 $2.45M - $2.5M
804K $20.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.3K
+ 2.54%
$27.01 - $28.54 $1.39M - $1.47M
2.07M $57.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
450
+ 3.36%
$442.66 - $534.52 $199K - $241K
13.9K $7.27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
29.7K
+ 6.54%
$168.16 - $186.21 $5M - $5.54M
485K $82.2M
GTO
Invesco Actively Managed ETF T

ETFs
14.2K
+ 2.02%
$45.9 - $47.37 $650K - $671K
715K $33.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.28K
+ 21.78%
$76.94 - $78.24 $637K - $648K
46.3K $3.62M
RODM
Hartford Multifactor Developed

ETFs
2.88K
+ 3.16%
$28.07 - $31.56 $80.8K - $90.9K
93.9K $2.92M
EPD
Enterprise Products Partners L.P.

Energy
1.42K
+ 1.54%
$31.75 - $34.14 $45.2K - $48.6K
93.6K $3.2M
TPL
Texas Pacific Land Corp

Energy
1
+ 0.07%
$1180.08 - $1431.01 $1.18K - $1.43K
1.35K $1.79M
PM
Philip Morris International Inc.

Consumer Defensive
753
+ 19.75%
$117.15 - $158.79 $88.2K - $120K
4.57K $724K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.91K
+ 3.33%
N/A
90.3K $7.75M
MPLX
Mplx LP

Energy
564
+ 1.77%
$47.88 - $54.65 $27K - $30.8K
32.5K $1.74M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 73.07%
$192.82 - $222.1 $217K - $250K
2.67K $514K
CVX
Chevron Corp

Energy
512
+ 11.6%
$146.71 - $167.97 $75.1K - $86K
4.92K $823K
SBR
Sabine Royalty Trust

Energy
97
+ 0.13%
$64.04 - $69.75 $6.21K - $6.77K
77.4K $5.19M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
60
+ 2.0%
$80.53 - $147.57 $4.83K - $8.85K
3.07K $405K
MA
Mastercard Inc

Financial Services
135
+ 5.65%
$504.67 - $576.31 $68.1K - $77.8K
2.53K $1.38M
MO
Altria Group, Inc.

Consumer Defensive
970
+ 14.72%
$50.81 - $60.02 $49.3K - $58.2K
7.56K $453K
UBER
Uber Technologies, Inc

Technology
575
+ 10.92%
$63.17 - $81.49 $36.3K - $46.9K
5.84K $425K
NFLX
Netflix Inc

Communication Services
55
+ 5.43%
$828.4 - $1058.6 $45.6K - $58.2K
1.07K $995K
LLY
Eli Lilly & CO

Healthcare
69
+ 10.92%
$725.72 - $929.72 $50.1K - $64.2K
701 $578K
META
Meta Platforms, Inc.

Communication Services
195
+ 10.99%
$576.74 - $736.67 $112K - $144K
1.97K $1.14M
INTC
Intel Corp

Technology
1.67K
+ 10.78%
$19.1 - $27.39 $31.8K - $45.6K
17.1K $388K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.22%
$433.45 - $513.82 $1.73K - $2.06K
1.8K $922K
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.02%
$47.4 - $52.99 $237 - $265
22.7K $1.16M
SCHW
Schwab Charles Corp

Financial Services
119
+ 0.75%
$71.24 - $83.64 $8.48K - $9.95K
16K $1.25M
GHC
Graham Holdings CO

Consumer Defensive
2
+ 0.24%
$854.34 - $983.77 $1.71K - $1.97K
836 $796K
YUM
Yum Brands Inc

Consumer Cyclical
15
+ 0.55%
$123.25 - $162.53 $1.85K - $2.44K
2.73K $429K
HBI
Hanesbrands Inc.

Consumer Cyclical
20K
+ 89.81%
$5.76 - $8.6 $115K - $172K
42.3K $243K
RDVY
First Trust Rising Dividend Ac

ETFs
4.87K
+ 2.44%
$57.22 - $63.39 $279K - $309K
205K $11.9M
BSM
Black Stone Minerals, L.P.

Energy
197
+ 0.22%
$14.48 - $15.59 $2.85K - $3.07K
91.7K $1.4M
UNH
Unitedhealth Group Inc

Healthcare
90
+ 22.06%
$461.52 - $548.18 $41.5K - $49.3K
498 $260K
SHV
Ishares Tr

ETFs
464
+ 23.54%
$110.11 - $110.51 $51.1K - $51.3K
2.44K $268K
NEE
Nextera Energy Inc

Utilities
755
+ 14.46%
$66.96 - $76.16 $50.6K - $57.5K
5.98K $423K
SLV
I Shares Silver Trust

ETFs
102
+ 1.2%
$26.93 - $31.32 $2.75K - $3.19K
8.62K $267K
EQT
Eqt Corp

Energy
75
+ 1.55%
$46.16 - $54.25 $3.46K - $4.07K
4.91K $262K
AGNC
Agnc Investment Corp.

Real Estate
1.93K
+ 3.59%
$9.12 - $10.54 $17.6K - $20.4K
55.8K $534K
PG
Procter & Gamble CO

Consumer Defensive
184
+ 8.19%
$158.56 - $176.26 $29.2K - $32.4K
2.43K $414K
PEP
Pepsico Inc

Consumer Defensive
495
+ 2.87%
$142.64 - $156.42 $70.6K - $77.4K
17.7K $2.66M
ADP
Automatic Data Processing Inc

Industrials
38
+ 2.24%
$286.85 - $318.64 $10.9K - $12.1K
1.74K $530K
WES
Western Midstream Partners, LP

Energy
215
+ 2.15%
$37.87 - $42.89 $8.14K - $9.22K
10.2K $418K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.56%
$890.62 - $1076.86 $4.45K - $5.38K
902 $853K
TPYP
Managed Portfolio Ser Tortoise

ETFs
129
+ 1.18%
$34.32 - $37.26 $4.43K - $4.81K
11K $400K
IVW
Ishares S&P 500 Growth ETF

ETFs
707
+ 17.62%
$92.45 - $106.69 $65.4K - $75.4K
4.72K $436K
SYK
Stryker Corp

Healthcare
51
+ 5.98%
$355.18 - $399.9 $18.1K - $20.4K
904 $336K
Activity Summary
Buys All Purchases 111 New Holdings 13 Increased Positions 98 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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