Howard Financial Services, Ltd. has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $726 Million distributed in 183 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $82.2M, Schwab Strategic Tr Us Dividen with a value of $57.2M, Invesco Exchange Traded Fd Tr with a value of $35.1M, Invesco S&P 500 Equal Weight E with a value of $34.3M, and Vanguard Dividend Appreciation with a value of $33.8M.
Examining the 13F form we can see an decrease of $2.1M in the current position value, from $728M to 726M.
Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$726 Million
ETFs: $586 Million
Technology: $58.3 Million
Energy: $23.7 Million
Financial Services: $19.2 Million
Consumer Cyclical: $15.2 Million
Consumer Defensive: $7.42 Million
Healthcare: $5.32 Million
Communication Services: $5.22 Million
Other: $5.88 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
