Howard Financial Services, Ltd. Reduced Holdings in Q3 2025

Howard Financial Services, Ltd.

  • $801 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-190
- 0.2%
$38.58 - $58.24 $7.33K - $11.1K
93.3K $3.66M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-50.5K
- 17.46%
$39.37 - $44.24 $1.99M - $2.23M
239K $10.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-24.4K
- 18.91%
$43.36 - $44.8 $1.06M - $1.09M
105K $4.65M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-29.9K
- 7.53%
$17.81 - $18.39 $533K - $550K
367K $6.7M
META
Meta Platforms, Inc.

Communication Services
-328
- 18.4%
$695.21 - $791.73 $228K - $260K
1.46K $1.07M
IBM
International Business Machines Corp

Technology
-632
- 12.52%
$234.77 - $292.47 $148K - $185K
4.42K $1.25M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.43K
- 0.84%
$86.07 - $90.74 $123K - $130K
169K $15.2M
ET
Energy Transfer LP

Energy
-757
- 0.4%
$17.11 - $18.16 $13K - $13.7K
188K $3.22M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.47K
- 1.7%
N/A
84.8K $7.28M
ISRG
Intuitive Surgical Inc

Healthcare
-65
- 7.36%
$433.66 - $544.47 $28.2K - $35.4K
818 $365K
TXN
Texas Instruments Inc

Technology
-561
- 21.74%
N/A
2.02K $393K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.72%
$5364.25 - $5815.92 $5.36K - $5.82K
138 $745K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-708
- 10.65%
$82.38 - $83.0 $58.3K - $58.8K
5.94K $492K
CRWD
Crowd Strike Holdings, Inc.

Technology
-17
- 0.91%
$412.46 - $514.1 $7.01K - $8.74K
1.85K $904K
KO
Coca Cola CO

Consumer Defensive
-46
- 0.61%
$65.67 - $71.67 $3.02K - $3.3K
7.53K $499K
EQT
Eqt Corp

Energy
-55
- 1.11%
$49.19 - $59.19 $2.71K - $3.26K
4.91K $267K
AMGN
Amgen Inc

Healthcare
-37
- 1.99%
$271.18 - $309.22 $10K - $11.4K
1.82K $514K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-43
- 0.23%
$91.44 - $91.77 $3.93K - $3.95K
18.3K $1.68M
WES
Western Midstream Partners, LP

Energy
-253
- 2.31%
$37.5 - $41.18 $9.49K - $10.4K
10.7K $420K
IEMG
Ishares Inc

ETFs
-1
- 0.01%
N/A
11.7K $628K
UNP
Union Pacific Corp

Industrials
-3
- 0.33%
$214.91 - $237.16 $645 - $711
906 $214K
IGV
Ishares Expanded Tech Software

ETFs
-10
- 0.49%
$105.96 - $117.79 $1.06K - $1.18K
2.03K $233K
COP
Conocophillips

Energy
-31
- 0.96%
$91.0 - $98.99 $2.82K - $3.07K
3.19K $301K
LEAD
Siren Divcon Leaders Dividend

ETFs
-221
- 3.29%
$72.03 - $76.24 $15.9K - $16.8K
6.5K $494K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-5
- 0.48%
$210.88 - $226.87 $1.05K - $1.13K
1.04K $235K
XLE
Energy Sector Spdr

ETFs
-1
- 0.03%
$84.25 - $91.99 $84.3 - $92
3.38K $302K
VXF
Vanguard Extended Market ETF

ETFs
-68
- 3.47%
$193.58 - $213.07 $13.2K - $14.5K
1.89K $396K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-6.99K
- 1.33%
$39.58 - $40.74 $277K - $285K
519K $21.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.46%
$420.11 - $472.68 $1.26K - $1.42K
646 $302K
MRK
Merck & Co., Inc.

Healthcare
-5
- 0.07%
$77.6 - $87.37 $388 - $437
7.11K $596K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-30
- 0.55%
$79.39 - $90.39 $2.38K - $2.71K
5.39K $477K
IEFA
Ishares Tr

ETFs
-6
- 0.03%
$81.7 - $87.53 $490 - $525
19.5K $1.7M
XOM
Exxon Mobil Corp

Energy
-204
- 1.03%
$105.83 - $117.22 $21.6K - $23.9K
19.6K $2.21M
PEP
Pepsico Inc

Consumer Defensive
-265
- 1.65%
$133.81 - $152.16 $35.5K - $40.3K
15.8K $2.22M
GLD
Spdr Gold Trust

ETFs
-60
- 2.54%
$300.96 - $355.47 $18.1K - $21.3K
2.31K $819K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-530
- 17.63%
$103.83 - $179.9 $55K - $95.3K
2.48K $442K
RODM
Hartford Multifactor Developed

ETFs
-810
- 0.87%
$33.53 - $35.95 $27.2K - $29.1K
92.8K $3.3M
INTC
Intel Corp

Technology
-670
- 3.78%
$19.31 - $35.5 $12.9K - $23.8K
17.1K $572K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.33K
- 1.62%
$30.13 - $33.37 $40.1K - $44.4K
80.9K $2.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.16K
- 0.26%
$41.43 - $44.2 $48.1K - $51.4K
440K $19.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-41.8K
- 2.06%
$26.38 - $27.95 $1.1M - $1.17M
1.99M $54.3M
PLTR
Palantir Technologies Inc.

Technology
-31
- 0.23%
$130.68 - $186.97 $4.05K - $5.8K
13.5K $2.45M
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 0.43%
$293.94 - $444.72 $7.35K - $11.1K
5.73K $2.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 0.05%
$546.99 - $602.2 $4.38K - $4.82K
17.4K $10.4M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.76K
- 0.91%
$34.31 - $38.09 $94.8K - $105K
302K $11.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.34K
- 1.18%
$181.56 - $190.33 $425K - $446K
196K $37.3M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.24K
- 0.36%
$107.27 - $113.94 $132K - $141K
345K $39.2M
AAPL
Apple Inc.

Technology
-267
- 0.2%
$202.38 - $256.87 $54K - $68.6K
132K $33.7M
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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