Howard Financial Services, Ltd. Portfolio Holdings
Howard Financial Services, Ltd.
- $728 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 186
- Current Value $728 Million
- Prior Value $686 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 26 stocks