Howard Financial Services, Ltd. Portfolio Holdings
Howard Financial Services, Ltd.
- $579 Million
- Q1 2024
Howard Financial Services, Ltd. has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $579 Million distributed in 161 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 $60.7M, Schwab Strategic Tr Us Dividen with a value of $48.6M, Invesco S&P 500 Equal Weight E with a value of $38.3M, Vanguard Dividend Appreciation with a value of $31.4M, and Apple Inc. with a value of $24.3M.
Examining the 13F form we can see an increase of $60.5M in the current position value, from $519M to 579M.
Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.