Howard Financial Services, Ltd. Portfolio Holdings
Howard Financial Services, Ltd.
- $801 Million
- Q3 2025
Howard Financial Services, Ltd. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $801 Million distributed in 199 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 $98.3M, Schwab Strategic Tr Us Dividen with a value of $54.3M, Invesco Exchange Traded Fd Tr with a value of $39.2M, Invesco S&P 500 Equal Weight E with a value of $37.3M, and Invesco Actively Managed ETF T with a value of $34.4M.
Examining the 13F form we can see an increase of $50.8M in the current position value, from $750M to 801M.
Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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