Howard Financial Services, Ltd. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $728 Million distributed in 186 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 $81M, Schwab Strategic Tr Us Dividen with a value of $55.2M, Invesco S&P 500 Equal Weight E with a value of $35.7M, Apple Inc. with a value of $33.7M, and Vanguard Dividend Appreciation with a value of $33.3M.
Examining the 13F form we can see an increase of $42.3M in the current position value, from $686M to 728M.
Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$728 Million
ETFs: $578 Million
Technology: $66.2 Million
Energy: $23.5 Million
Financial Services: $18.2 Million
Consumer Cyclical: $17.6 Million
Consumer Defensive: $6.8 Million
Communication Services: $5.95 Million
Healthcare: $5.3 Million
Other: $5.88 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
