Howard Financial Services, Ltd. Reduced Holdings in Q3 2024

Howard Financial Services, Ltd.

  • $686 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-13.3K
- 38.46%
$91.42 - $91.82 $1.22M - $1.22M
21.3K $1.96M
CADE
Cadence Bank

Financial Services
-20K
- 39.93%
$27.64 - $33.58 $553K - $672K
30.1K $957K
RODM
Hartford Multifactor Developed

ETFs
-23.9K
- 19.12%
$27.35 - $30.82 $654K - $737K
101K $3.08M
AGNC
Agnc Investment Corp.

Real Estate
-39.1K
- 68.18%
$9.48 - $10.66 $370K - $417K
18.2K $190K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.09K
- 7.14%
$50.25 - $50.74 $356K - $360K
92.2K $4.68M
GOOGL
Alphabet Inc.

Communication Services
-1.01K
- 14.51%
$148.65 - $191.18 $150K - $193K
5.96K $987K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.01K
- 25.33%
$57.32 - $62.65 $173K - $189K
8.87K $552K
PEP
Pepsico Inc

Consumer Defensive
-1.32K
- 7.61%
$161.9 - $179.3 $214K - $237K
16.1K $2.73M
MRK
Merck & Co., Inc.

Healthcare
-71
- 0.97%
$111.15 - $128.97 $7.89K - $9.16K
7.28K $826K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-963
- 7.32%
$49.7 - $56.11 $47.9K - $54K
12.2K $669K
LLY
Eli Lilly & CO

Healthcare
-12
- 2.71%
$772.14 - $960.02 $9.27K - $11.5K
430 $380K
VNQ
Vanguard Specialized Funds Van

ETFs
-787
- 15.1%
$82.97 - $98.97 $65.3K - $77.9K
4.43K $431K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-331
- 4.48%
$96.25 - $101.98 $31.9K - $33.8K
7.06K $714K
Two Hbrs Invt Corp
-21.9K
- 59.23%
N/A
15.1K $0
PANW
Palo Alto Networks Inc

Technology
-9
- 0.86%
$294.18 - $368.01 $2.65K - $3.31K
1.03K $352K
Viper Energy Inc
-100
- 0.49%
N/A
20.3K $0
SLV
I Shares Silver Trust

ETFs
-516
- 5.71%
$24.33 - $29.38 $12.6K - $15.2K
8.52K $242K
OKE
Oneok Inc

Energy
-1.44K
- 10.17%
$78.62 - $95.27 $113K - $137K
12.7K $1.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-950
- 4.25%
$54.98 - $59.51 $52.2K - $56.5K
21.4K $1.27M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-673
- 5.89%
$28.68 - $32.0 $19.3K - $21.5K
10.8K $337K
LUV
Southwest Airlines CO

Industrials
-353
- 1.55%
$23.7 - $29.93 $8.37K - $10.6K
22.4K $664K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-479
- 7.3%
$33.89 - $41.64 $16.2K - $19.9K
6.09K $242K
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.04%
$125.95 - $139.96 $126 - $140
2.7K $377K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.71K
- 5.61%
$36.98 - $41.55 $137K - $154K
62.4K $2.57M
LEAD
Siren Divcon Leaders Dividend

ETFs
-18
- 0.25%
$62.93 - $69.43 $1.13K - $1.25K
7.13K $493K
AXP
American Express CO

Financial Services
-9
- 0.82%
$225.92 - $271.17 $2.03K - $2.44K
1.09K $295K
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.26%
$194.9 - $224.8 $2.73K - $3.15K
5.46K $1.15M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-426
- 1.26%
$33.74 - $37.96 $14.4K - $16.2K
33.3K $1.25M
IEFA
Ishares Tr

ETFs
-612
- 2.71%
$70.09 - $78.74 $42.9K - $48.2K
22K $1.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-544
- 2.42%
$517.38 - $573.86 $281K - $312K
21.9K $12.6M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-17.2K
- 4.31%
$29.23 - $33.51 $502K - $576K
382K $12.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 0.31%
$405.19 - $478.57 $15.8K - $18.7K
12.6K $5.78M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.69K
- 1.3%
$162.83 - $179.16 $439K - $482K
204K $36.6M
AAPL
Apple Inc.

Technology
-650
- 0.48%
$207.23 - $234.82 $135K - $153K
133K $31.1M
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
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