Howard Financial Services, Ltd. Portfolio Holdings

Howard Financial Services, Ltd.

  • $750 Million
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$280M
$250,000 0.03% of portfolio
8,276
Q2 2025 Added 1.41%
$51.6M
$81,000 0.01% of portfolio
30,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $750 Million
  • Prior Value $726 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 02, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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