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Size ($ in 1000's)
At 03/31/2024: $580,535
At 12/31/2023: $518,736
Howard Financial Services LTD. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Howard Financial Services LTD. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Howard Financial Services LTD. top holdings by largest position size, as per the latest 13f filing made by Howard Financial Services LTD..
In the Howard Financial Services LTD.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Howard Financial Services LTD. in that top holding, then the share count change between reporting periods, and finally the Howard Financial Services LTD. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (QUAL) |
369,040 |
-1,795 |
$60,652 | | QUAL | 369,040 | -1,795 | $60,652 | | SCHWAB STRATEGIC TR |
602,247 |
-5,333 |
$48,559 | | SCHD | 602,247 | -5,333 | $48,559 | | INVESCO EXCHANGE TRADED FD T (RSP) |
226,174 |
-11,673 |
$38,307 | | RSP | 226,174 | -11,673 | $38,307 | | VANGUARD SPECIALIZED FUNDS (VIG) |
172,151 |
-7,471 |
$31,436 | | VIG | 172,151 | -7,471 | $31,436 | | APPLE INC |
141,718 |
+38,170 |
$24,302 | | AAPL | 141,718 | +38,170 | $24,302 | | INVESCO EXCHANGE TRADED FD T (SPGP) |
204,668 |
+23,231 |
$21,795 | | SPGP | 204,668 | +23,231 | $21,795 | | HARTFORD FDS EXCHANGE TRADED (HTRB) |
632,278 |
+91,245 |
$21,333 | | HTRB | 632,278 | +91,245 | $21,333 | | INVESCO ACTIVELY MANAGED ETF (GTO) |
425,753 |
+122,783 |
$19,930 | | GTO | 425,753 | +122,783 | $19,930 | | PGIM ETF TR (PTRB) |
456,764 |
+83,317 |
$19,001 | | PTRB | 456,764 | +83,317 | $19,001 | | SSGA ACTIVE ETF TR (TOTL) |
461,598 |
+34,223 |
$18,487 | | TOTL | 461,598 | +34,223 | $18,487 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
413,109 |
+19,213 |
$18,012 | | FIXD | 413,109 | +19,213 | $18,012 | | ISHARES TR (IQLT) |
446,226 |
+10,431 |
$17,697 | | IQLT | 446,226 | +10,431 | $17,697 | | PACER FDS TR |
318,076 |
+30,222 |
$15,637 | | CALF | 318,076 | +30,222 | $15,637 | | VANGUARD WHITEHALL FDS (VIGI) |
176,285 |
+2,651 |
$14,373 | | VIGI | 176,285 | +2,651 | $14,373 | | SCHWAB STRATEGIC TR |
367,427 |
+15,839 |
$13,084 | | FNDF | 367,427 | +15,839 | $13,084 | | SPDR S&P 500 ETF TR (SPY) |
23,194 |
-1,499 |
$12,132 | | SPY | 23,194 | -1,499 | $12,132 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
193,969 |
+10,508 |
$10,895 | | RDVY | 193,969 | +10,508 | $10,895 | | WISDOMTREE TR |
368,736 |
+8,669 |
$10,863 | | XSOE | 368,736 | +8,669 | $10,863 | | SPDR SER TR (SJNK) |
367,475 |
+116,946 |
$9,268 | | SJNK | 367,475 | +116,946 | $9,268 | | NVIDIA CORPORATION |
8,748 |
+251 |
$7,904 | | NVDA | 8,748 | +251 | $7,904 | | INVESCO QQQ TR |
17,309 |
-89 |
$7,685 | | QQQ | 17,309 | -89 | $7,685 | | WISDOMTREE TR |
94,685 |
+2,068 |
$7,214 | | DGRW | 94,685 | +2,068 | $7,214 | | MICROSOFT CORP |
16,315 |
-79 |
$6,864 | | MSFT | 16,315 | -79 | $6,864 | | CHIPOTLE MEXICAN GRILL INC |
1,855 |
+2 |
$5,392 | | CMG | 1,855 | +2 | $5,392 | | J P MORGAN EXCHANGE TRADED F (JPST) |
104,570 |
-1,349 |
$5,276 | | JPST | 104,570 | -1,349 | $5,276 |  BERKSHIRE HATHAWAY INC DEL |
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$5,270 | | BRK.B | 12,532 | +112 | $5,270 | | VANECK ETF TRUST (ANGL) |
152,843 |
+39,956 |
$4,436 | | ANGL | 152,843 | +39,956 | $4,436 | | AMAZON COM INC |
24,124 |
+326 |
$4,352 | | AMZN | 24,124 | +326 | $4,352 | | FIRST TR EXCH TRADED FD III (FPE) |
247,965 |
+51,091 |
$4,295 | | FPE | 247,965 | +51,091 | $4,295 | | LATTICE STRATEGIES TR |
144,389 |
-10,347 |
$4,043 | | RODM | 144,389 | -10,347 | $4,043 | | SPDR SER TR (BIL) |
42,626 |
+12,941 |
$3,913 | | BIL | 42,626 | +12,941 | $3,913 | | VANECK ETF TRUST (MOAT) |
39,051 |
+14,134 |
$3,511 | | MOAT | 39,051 | +14,134 | $3,511 | | PEPSICO INC |
17,845 |
-20 |
$3,123 | | PEP | 17,845 | -20 | $3,123 | | VANGUARD INDEX FDS (VTI) |
10,653 |
+1,489 |
$2,769 | | VTI | 10,653 | +1,489 | $2,769 | | SCHWAB STRATEGIC TR |
66,650 |
-815 |
$2,601 | | SCHF | 66,650 | -815 | $2,601 | | ENERGY TRANSFER L P |
162,702 |
+2,898 |
$2,559 | | ET | 162,702 | +2,898 | $2,559 | | ENTERPRISE PRODS PARTNERS L |
87,675 |
+1,371 |
$2,558 | | EPD | 87,675 | +1,371 | $2,558 | | VANGUARD BD INDEX FDS (BSV) |
33,341 |
+2,819 |
$2,556 | | BSV | 33,341 | +2,819 | $2,556 | | ISHARES TR (IVV) |
4,763 |
-259 |
$2,504 | | IVV | 4,763 | -259 | $2,504 | | SCHWAB STRATEGIC TR |
78,000 |
+10,315 |
$1,969 | | SCHE | 78,000 | +10,315 | $1,969 | | EXXON MOBIL CORP |
14,439 |
+69 |
$1,678 | | XOM | 14,439 | +69 | $1,678 | | ISHARES TR (IEFA) |
22,575 |
-201 |
$1,676 | | IEFA | 22,575 | -201 | $1,676 | | SABINE RTY TR |
25,745 |
+182 |
$1,627 | | SBR | 25,745 | +182 | $1,627 | | JANUS INTERNATIONAL GROUP IN |
104,926 |
UNCH |
$1,588 | | JBI | 104,926 | UNCH | $1,588 | | BLACK STONE MINERALS L P |
91,340 |
-5,877 |
$1,460 | | BSM | 91,340 | -5,877 | $1,460 | | CADENCE BANK |
50,090 |
UNCH |
$1,453 | | CADE | 50,090 | UNCH | $1,453 | | BROADCOM INC |
1,061 |
-25 |
$1,406 | | AVGO | 1,061 | -25 | $1,406 | | SCHWAB CHARLES CORP |
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$1,405 | | SCHW | 15,085 | +19 | $1,091 | | Call | 25,000 | -10,000 | $314 | | INDEPENDENT BANK GROUP INC |
27,698 |
+216 |
$1,264 | | IBTX | 27,698 | +216 | $1,264 | | MASTERCARD INCORPORATED |
2,619 |
+105 |
$1,261 | | MA | 2,619 | +105 | $1,261 |
See Full List: All Stocks Held By Howard Financial Services LTD.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Howard Financial Services LTD.
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