Howard Financial Services, Ltd. has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $750 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 $90.9M, Schwab Strategic Tr Us Dividen with a value of $53.8M, Invesco Exchange Traded Fd Tr with a value of $37.3M, Invesco S&P 500 Equal Weight E with a value of $36.1M, and Vanguard Dividend Appreciation with a value of $33.6M.
Examining the 13F form we can see an increase of $24.3M in the current position value, from $726M to 750M.
Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$750 Million
ETFs: $609 Million
Technology: $63.9 Million
Energy: $22.2 Million
Financial Services: $17.5 Million
Consumer Cyclical: $16.1 Million
Consumer Defensive: $6.93 Million
Communication Services: $5.45 Million
Healthcare: $3.83 Million
Other: $4.71 Million
Stock Holdings Table Market Cap. of $200 Billions or more
