Howard Financial Services, Ltd. Incresed Positions in Q3 2025

Howard Financial Services, Ltd.

  • $801 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
235K
+ 81.05%
$28.92 - $32.19 $6.8M - $7.56M
525K $16.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.22K
+ 1.65%
$182.33 - $194.5 $1.5M - $1.6M
505K $98.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.47K
+ 2.23%
$84.28 - $89.46 $630K - $668K
342K $30.4M
NVDA
Nvidia Corp

Technology
522
+ 0.67%
$153.3 - $186.58 $80K - $97.4K
78.5K $14.6M
RDVY
First Trust Rising Dividend Ac

ETFs
16.7K
+ 7.89%
$62.38 - $67.29 $1.04M - $1.13M
229K $15.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
34.5K
+ 6.23%
$28.95 - $29.73 $997K - $1.02M
587K $17.5M
FNDF
Schwab Fundamental Intl Large

ETFs
2.42K
+ 0.64%
$39.84 - $43.15 $96.5K - $105K
379K $16.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 0.1%
$617.65 - $666.84 $14.2K - $15.3K
23.9K $15.9M
AVGO
Broadcom Inc.

Technology
958
+ 6.74%
$264.74 - $369.57 $254K - $354K
15.2K $5M
GTO
Invesco Actively Managed ETF T

ETFs
13.2K
+ 1.85%
$46.43 - $47.91 $613K - $632K
725K $34.4M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
12.6K
+ 1.89%
$41.18 - $42.48 $518K - $534K
677K $28.6M
SBR
Sabine Royalty Trust

Energy
126
+ 0.19%
$65.49 - $82.12 $8.25K - $10.3K
67.9K $5.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
25.7K
+ 3.05%
$25.28 - $25.63 $648K - $657K
868K $22.2M
VIG
Vanguard Dividend Appreciation

ETFs
3.95K
+ 2.14%
N/A
189K $34.4M
MSFT
Microsoft Corp

Technology
510
+ 2.42%
$491.09 - $535.64 $250K - $273K
21.6K $11.2M
GOOGL
Alphabet Inc.

Communication Services
543
+ 6.48%
$174.36 - $254.72 $94.7K - $138K
8.93K $2.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
304
+ 2.17%
$459.11 - $506.91 $140K - $154K
14.3K $7.19M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 0.29%
$620.67 - $670.08 $11.8K - $12.7K
6.54K $4.38M
GOOG
Alphabet Inc.

Communication Services
17
+ 0.38%
$175.16 - $255.24 $2.98K - $4.34K
4.44K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
65
+ 1.29%
$224.68 - $282.71 $14.6K - $18.4K
5.09K $1.42M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.2%
$303.93 - $329.86 $6.69K - $7.26K
10.9K $3.58M
BX
Blackstone Inc.

Financial Services
1.24K
+ 64.42%
$152.77 - $188.68 $190K - $235K
3.18K $542K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.08K
+ 40.35%
$52.39 - $53.11 $213K - $216K
14.2K $751K
GHC
Graham Holdings CO

Consumer Defensive
1
+ 0.12%
$882.65 - $1184.8 $883 - $1.18K
839 $987K
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 1.22%
$282.78 - $316.06 $20.9K - $23.4K
6.14K $1.94M
ORCL
Oracle Corp

Technology
270
+ 18.48%
$218.96 - $328.33 $59.1K - $88.6K
1.73K $486K
JNJ
Johnson & Johnson

Healthcare
197
+ 5.09%
$155.17 - $185.42 $30.6K - $36.5K
4.07K $754K
MS
Morgan Stanley

Financial Services
668
+ 23.41%
$139.09 - $161.16 $92.9K - $108K
3.52K $559K
ABBV
Abb Vie Inc.

Healthcare
73
+ 2.46%
$184.85 - $231.54 $13.5K - $16.9K
3.04K $703K
CADE
Cadence Bank

Financial Services
218
+ 0.85%
$33.44 - $38.12 $7.29K - $8.31K
25.7K $965K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
790
+ 0.79%
$21.69 - $23.34 $17.1K - $18.4K
101K $2.35M
NOC
Northrop Grumman Corp

Industrials
17
+ 1.53%
$498.9 - $609.32 $8.48K - $10.4K
1.13K $686K
CVX
Chevron Corp

Energy
426
+ 9.83%
$145.57 - $161.83 $62K - $68.9K
4.76K $739K
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 4.73%
$357.4 - $423.42 $28.6K - $33.9K
1.77K $718K
FNDA
Schwab Fundamental U S Small C

ETFs
68
+ 0.19%
$28.75 - $31.93 $1.96K - $2.17K
36.8K $1.15M
UPS
United Parcel Service Inc

Industrials
1.51K
+ 74.02%
$82.58 - $105.54 $125K - $159K
3.55K $296K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
83
+ 1.0%
$30.6 - $42.37 $2.54K - $3.52K
8.36K $337K
MU
Micron Technology Inc

Technology
2
+ 0.11%
$104.88 - $168.89 $210 - $338
1.88K $314K
GE
General Electric CO

Industrials
81
+ 6.11%
$244.75 - $305.63 $19.8K - $24.8K
1.41K $423K
WMT
Walmart Inc.

Consumer Defensive
293
+ 3.0%
$94.4 - $104.27 $27.7K - $30.6K
10K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
348
+ 1.28%
$211.65 - $238.24 $73.7K - $82.9K
27.5K $6.03M
EPD
Enterprise Products Partners L.P.

Energy
1.46K
+ 1.26%
$30.74 - $32.14 $44.8K - $46.9K
117K $3.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 5.49%
$567.77 - $614.76 $29.5K - $32K
999 $611K
SCHW
Schwab Charles Corp

Financial Services
45
+ 0.28%
$91.03 - $98.69 $4.1K - $4.44K
16K $1.53M
MO
Altria Group, Inc.

Consumer Defensive
151
+ 1.97%
$57.75 - $67.68 $8.72K - $10.2K
7.83K $517K
AGNC
Agnc Investment Corp.

Real Estate
1.86K
+ 2.69%
$9.2 - $10.37 $17.1K - $19.3K
70.9K $694K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11
+ 0.23%
$134.94 - $145.86 $1.48K - $1.6K
4.76K $692K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.11%
$108.97 - $121.65 $545 - $608
4.73K $570K
BAC
Bank Of America Corp

Financial Services
205
+ 2.47%
$44.92 - $52.42 $9.21K - $10.7K
8.51K $438K
Activity Summary
Buys All Purchases 120 New Holdings 22 Increased Positions 98 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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