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
CSCO
Cisco Systems, Inc.

Technology
-1.15K
- 11.34%
$53.19 - $69.38 $61K - $79.6K
8.97K $622K
Cava Group Inc
-109
- 1.76%
N/A
6.09K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-500
- 13.03%
N/A
3.34K $0
Ge Vernova Inc
-13
- 1.7%
N/A
752 $0
Star Hldgs
-5.37K
- 18.21%
N/A
24.1K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-78
- 2.19%
$54.27 - $63.01 $4.23K - $4.91K
3.48K $217K
IVV
Ishares Core S&P 500 ETF

ETFs
-723
- 9.98%
$498.8 - $620.9 $361K - $449K
6.52K $4.05M
WFC
Wells Fargo & Company

Financial Services
-190
- 6.66%
$60.98 - $80.12 $11.6K - $15.2K
2.66K $213K
MA
Mastercard Inc

Financial Services
-20
- 0.79%
$479.92 - $590.74 $9.6K - $11.8K
2.51K $1.41M
EAT
Brinker International, Inc

Consumer Cyclical
-89
- 6.58%
$128.68 - $181.78 $11.5K - $16.2K
1.26K $227K
GOOG
Alphabet Inc.

Communication Services
-398
- 8.25%
$146.58 - $180.01 $58.3K - $71.6K
4.42K $784K
MS
Morgan Stanley

Financial Services
-272
- 8.7%
$99.83 - $140.86 $27.2K - $38.3K
2.85K $401K
LEAD
Siren Divcon Leaders Dividend

ETFs
-9
- 0.13%
$58.37 - $71.85 $525 - $647
6.72K $479K
GE
General Electric CO

Industrials
-101
- 7.08%
$166.81 - $257.39 $16.8K - $26K
1.33K $341K
PANW
Palo Alto Networks Inc

Technology
-51
- 2.29%
$152.44 - $204.64 $7.77K - $10.4K
2.17K $444K
MRVL
Marvell Technology, Inc.

Technology
-308
- 4.88%
$49.38 - $79.97 $15.2K - $24.6K
6.01K $464K
JBI
Janus International Group, Inc.

Industrials
-218
- 0.21%
$6.06 - $8.86 $1.32K - $1.93K
105K $854K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.92K
- 3.76%
$17.76 - $22.1 $69.6K - $86.6K
100K $2.21M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.32K
- 1.58%
$24.38 - $30.18 $32.3K - $39.9K
82.3K $2.48M
META
Meta Platforms, Inc.

Communication Services
-187
- 9.49%
$484.66 - $738.09 $90.6K - $138K
1.78K $1.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-462
- 8.42%
$141.37 - $228.57 $65.3K - $106K
5.02K $1.14M
RODM
Hartford Multifactor Developed

ETFs
-306
- 0.33%
$28.23 - $34.22 $8.64K - $10.5K
93.6K $3.19M
TSLA
Tesla, Inc.

Consumer Cyclical
-54
- 0.93%
$221.86 - $362.89 $12K - $19.6K
5.76K $1.83M
NFLX
Netflix Inc

Communication Services
-49
- 4.59%
$855.86 - $1339.13 $41.9K - $65.6K
1.02K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.03K
- 6.96%
$167.32 - $223.3 $339K - $453K
27.1K $5.95M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-530
- 0.56%
$45.98 - $56.15 $24.4K - $29.8K
93.5K $5.25M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-14.1K
- 4.43%
$27.26 - $34.48 $384K - $486K
304K $10.5M
PLTR
Palantir Technologies Inc.

Technology
-100
- 0.74%
$74.01 - $144.25 $7.4K - $14.4K
13.5K $1.84M
FNDF
Schwab Fundamental Intl Large

ETFs
-4.75K
- 1.25%
$32.25 - $40.02 $153K - $190K
376K $15.1M
MSFT
Microsoft Corp

Technology
-3.39K
- 13.88%
$354.56 - $497.45 $1.2M - $1.69M
21.1K $10.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-786
- 0.39%
$152.93 - $181.74 $120K - $143K
199K $36.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-8.21K
- 2.32%
$86.05 - $107.7 $707K - $884K
346K $37.3M
NVDA
Nvidia Corp

Technology
-3.03K
- 3.74%
$94.31 - $157.99 $286K - $479K
78K $12.3M
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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