Howard Financial Services, Ltd. Portfolio Holdings

Howard Financial Services, Ltd.

  • $686 Million
  • Q3 2024

Howard Financial Services, Ltd. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $686 Million distributed in 168 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 $78.5M, Schwab Strategic Tr Us Dividen with a value of $55.6M, Invesco S&P 500 Equal Weight E with a value of $36.6M, Vanguard Dividend Appreciation with a value of $33.1M, and Invesco Actively Managed ETF T with a value of $31.6M.

Examining the 13F form we can see an increase of $78.6M in the current position value, from $607M to 686M.

Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $686 Million
ETFs: $563 Million
Technology: $55 Million
Energy: $19.9 Million
Consumer Cyclical: $14.2 Million
Financial Services: $13.5 Million
Consumer Defensive: $6.4 Million
Healthcare: $4.73 Million
Industrials: $4.07 Million
Other: $4.54 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$205,000 0.03% of portfolio
10,090
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $686 Million
  • Prior Value $607 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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