Howard Financial Services, Ltd. Incresed Positions 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
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
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
INTC
Intel Corp

Technology
16.3K
+ 186.69%
$18.9 - $34.87 $308K - $568K
25K $586K
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
VTI
Vanguard Total Stock Market Et

ETFs
138
+ 1.3%
$255.18 - $283.2 $35.2K - $39.1K
10.8K $3.06M
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
LMT
Lockheed Martin Corp

Industrials
70
+ 10.59%
$460.3 - $584.56 $32.2K - $40.9K
731 $427K
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
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
Track This Portfolio

Track Howard Financial Services, Ltd. Portfolio

Follow Howard Financial Services, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Financial Services, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Howard Financial Services, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email