Howard Financial Services, Ltd. Reduced Holdings in Q4 2024

Howard Financial Services, Ltd.

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-83.1K
- 27.13%
$42.84 - $45.38 $3.56M - $3.77M
223K $9.59M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-9.29K
- 1.91%
$37.12 - $41.23 $345K - $383K
478K $17.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-8.66K
- 4.61%
$79.93 - $88.06 $692K - $762K
179K $14.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-9.47K
- 2.23%
$32.92 - $37.15 $312K - $352K
415K $13.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-31.4K
- 8.22%
$30.48 - $34.2 $956K - $1.07M
350K $10.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-636
- 0.31%
$174.22 - $187.62 $111K - $119K
203K $35.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.04K
- 46.47%
$81.68 - $82.93 $493K - $501K
6.96K $570K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.72K
- 13.08%
$77.02 - $78.58 $441K - $450K
38K $2.94M
RODM
Hartford Multifactor Developed

ETFs
-10.1K
- 9.95%
$28.36 - $30.42 $285K - $306K
91K $2.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.47K
- 7.02%
$50.37 - $50.6 $326K - $327K
85.7K $4.32M
IEFA
Ishares Tr

ETFs
-1.14K
- 5.2%
$70.06 - $77.43 $79.9K - $88.3K
20.8K $1.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.99K
- 9.33%
$91.29 - $91.8 $181K - $182K
19.3K $1.77M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-969
- 2.91%
$34.13 - $37.35 $33.1K - $36.2K
32.3K $1.1M
MRK
Merck & Co., Inc.

Healthcare
-16
- 0.22%
$96.31 - $114.76 $1.54K - $1.84K
7.26K $722K
CADE
Cadence Bank

Financial Services
-5K
- 16.62%
$30.54 - $39.29 $153K - $196K
25.1K $864K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.23K
- 0.61%
$58.65 - $64.37 $72.1K - $79.1K
200K $11.8M
PFE
Pfizer Inc

Healthcare
-1.3K
- 9.83%
$24.8 - $30.19 $32.2K - $39.2K
11.9K $316K
NXPI
Nxp Semiconductors N.V.

Technology
-22
- 1.29%
$207.27 - $255.58 $4.56K - $5.62K
1.68K $348K
BSM
Black Stone Minerals, L.P.

Energy
-80
- 0.09%
$13.86 - $15.57 $1.11K - $1.25K
91.5K $1.34M
PM
Philip Morris International Inc.

Consumer Defensive
-181
- 4.53%
$118.38 - $133.06 $21.4K - $24.1K
3.81K $458K
XLE
Energy Sector Spdr

ETFs
-76
- 2.28%
$83.32 - $97.27 $6.33K - $7.39K
3.26K $278K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-19
- 0.59%
$89.01 - $96.24 $1.69K - $1.83K
3.18K $285K
Star Hldgs
-9K
- 47.37%
N/A
10K $0
IBTX
Independent Bank Group, Inc.

Financial Services
-935
- 3.35%
$55.72 - $67.74 $52.1K - $63.3K
27K $1.64M
GOOG
Alphabet Inc.

Communication Services
-79
- 1.82%
$163.08 - $198.16 $12.9K - $15.7K
4.26K $810K
Activity Summary
Buys All Purchases 145 New Holdings 26 Increased Positions 119 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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