Howard Financial Services, Ltd. Reduced Holdings in Q2 2025

Howard Financial Services, Ltd.

  • $750 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-41K
- 1.98%
$24.32 - $27.87 $998K - $1.14M
2.03M $53.8M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-95.4K
- 24.8%
$32.0 - $39.87 $3.05M - $3.8M
289K $11.5M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-65.9K
- 33.82%
$42.72 - $44.24 $2.82M - $2.92M
129K $5.66M
AAPL
Apple Inc.

Technology
-2.45K
- 1.82%
$172.42 - $223.89 $423K - $549K
133K $27.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-38.6K
- 81.21%
$51.16 - $62.02 $1.98M - $2.39M
8.93K $554K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-64.5K
- 13.96%
$16.93 - $17.81 $1.09M - $1.15M
397K $7.07M
BX
Blackstone Inc.

Financial Services
-7.22K
- 78.9%
$120.07 - $151.11 $867K - $1.09M
1.93K $288K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-15.2K
- 19.5%
$50.36 - $50.68 $767K - $772K
62.9K $3.19M
SBR
Sabine Royalty Trust

Energy
-9.62K
- 12.42%
$60.25 - $68.76 $580K - $661K
67.8K $4.52M
PEP
Pepsico Inc

Consumer Defensive
-1.64K
- 9.24%
$128.02 - $151.37 $210K - $248K
16.1K $2.13M
TXN
Texas Instruments Inc

Technology
-2.4K
- 48.17%
N/A
2.58K $502K
GOOGL
Alphabet Inc.

Communication Services
-3.92K
- 31.86%
$144.7 - $178.6 $567K - $700K
8.38K $1.48M
NOC
Northrop Grumman Corp

Industrials
-691
- 38.37%
$456.3 - $540.39 $315K - $373K
1.11K $554K
TPL
Texas Pacific Land Corp

Energy
-1
- 0.07%
$1036.28 - $1430.55 $1.04K - $1.43K
1.35K $1.43M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.99K
- 4.42%
N/A
86.3K $7.41M
AMGN
Amgen Inc

Healthcare
-760
- 29.0%
$262.28 - $309.85 $199K - $235K
1.86K $519K
ADP
Automatic Data Processing Inc

Industrials
-935
- 53.89%
$276.76 - $326.81 $259K - $306K
800 $246K
JPM
Jpmorgan Chase & CO

Financial Services
-2.19K
- 26.52%
$210.28 - $289.91 $460K - $635K
6.06K $1.76M
OKE
Oneok Inc

Energy
-253
- 1.95%
$78.71 - $100.37 $19.9K - $25.4K
12.7K $1.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.37K
- 27.17%
$32.66 - $40.75 $273K - $341K
22.4K $908K
CVX
Chevron Corp

Energy
-590
- 11.98%
$133.73 - $168.51 $78.9K - $99.4K
4.33K $620K
VIG
Vanguard Dividend Appreciation

ETFs
-1.09K
- 0.59%
N/A
185K $33.6M
JNJ
Johnson & Johnson

Healthcare
-779
- 16.74%
$146.36 - $159.82 $114K - $124K
3.87K $591K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-4.38K
- 0.65%
$40.66 - $41.98 $178K - $184K
665K $27.7M
NEE
Nextera Energy Inc

Utilities
-2.11K
- 35.25%
$64.11 - $75.0 $135K - $158K
3.87K $268K
PG
Procter & Gamble CO

Consumer Defensive
-660
- 27.15%
$157.66 - $172.39 $104K - $114K
1.77K $282K
V
Visa Inc.

Financial Services
-379
- 20.51%
$308.27 - $373.31 $117K - $141K
1.47K $521K
LLY
Eli Lilly & CO

Healthcare
-109
- 15.55%
$713.71 - $898.95 $77.8K - $98K
592 $461K
COP
Conocophillips

Energy
-576
- 15.18%
$82.66 - $106.1 $47.6K - $61.1K
3.22K $288K
GTO
Invesco Actively Managed ETF T

ETFs
-3.1K
- 0.43%
$45.73 - $47.2 $142K - $146K
712K $33.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.26K
- 36.68%
$41.45 - $54.46 $93.6K - $123K
3.9K $202K
IAU
Ishares Gold Trust

ETFs
-1.67K
- 20.76%
$56.1 - $64.74 $93.5K - $108K
6.36K $396K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-60
- 1.96%
$99.37 - $134.05 $5.96K - $8.04K
3.01K $340K
SHV
Ishares Tr

ETFs
-579
- 23.78%
$110.06 - $110.46 $63.7K - $64K
1.86K $204K
AZN
Astrazeneca PLC

Healthcare
-610
- 12.58%
$64.87 - $75.0 $39.6K - $45.8K
4.24K $296K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-609
- 22.83%
$171.4 - $227.1 $104K - $138K
2.06K $467K
VGT
Vanguard Information Technolog

ETFs
-160
- 27.78%
$470.37 - $663.28 $75.3K - $106K
416 $273K
GLD
Spdr Gold Trust

ETFs
-268
- 10.17%
$273.71 - $316.29 $73.4K - $84.8K
2.37K $721K
WMT
Walmart Inc.

Consumer Defensive
-1.51K
- 13.42%
$81.79 - $99.98 $124K - $151K
9.75K $953K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-164
- 14.76%
$456.74 - $568.03 $74.9K - $93.2K
947 $537K
SSB
South State Corp

Financial Services
-177
- 1.08%
$80.59 - $94.67 $14.3K - $16.8K
16.1K $1.49M
LUV
Southwest Airlines CO

Industrials
-105
- 0.46%
$24.04 - $34.36 $2.52K - $3.61K
22.5K $731K
YUM
Yum Brands Inc

Consumer Cyclical
-15
- 0.55%
$138.36 - $161.45 $2.08K - $2.42K
2.72K $402K
UPS
United Parcel Service Inc

Industrials
-52
- 2.49%
$91.92 - $110.2 $4.78K - $5.73K
2.04K $205K
NOG
Northern Oil & Gas, Inc.

Energy
-81
- 0.98%
$20.6 - $32.16 $1.67K - $2.6K
8.21K $232K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-291
- 2.64%
$32.09 - $36.96 $9.34K - $10.8K
10.7K $383K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-184
- 2.69%
$82.21 - $83.12 $15.1K - $15.3K
6.65K $550K
VXF
Vanguard Extended Market ETF

ETFs
-269
- 12.06%
$150.43 - $192.71 $40.5K - $51.8K
1.96K $377K
CRM
Salesforce, Inc.

Technology
-42
- 2.73%
$236.26 - $291.15 $9.92K - $12.2K
1.5K $408K
Activity Summary
Buys All Purchases 83 New Holdings 20 Increased Positions 63 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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