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CIK: 0001768130
Total reported value
$1.0B
$1.0B
168 檔
23.8%
At the close of Q3 2024, Howard Financial Services, LTD. disclosed equity holdings valued at approximately $1.0B, spread across 168 reported holdings.
In Q3 2024, Howard Financial Services, LTD. displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHD, RSP) accounted for 23.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
TPL
市值: $1.2M
Top Position Liquidated / Trimmed
SOXS
前期市值: $567.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.33% | +0.39% | +13.56% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.02% | -0.53% | +4.59% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.28% | -0.18% | -1.30% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.20% | -0.12% | +3.71% | |
| 5 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.56% | -0.31% | +15.00% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.08% | -0.48% | |
| 7 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 4.20% | -0.33% | +9.12% | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.17% | -0.13% | +11.82% | |
| 9 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.90% | -0.40% | +10.70% | |
| 10 | IQLT | Ishares Msci International Q | ETF-Other | 2.92% | +0.08% | +4.15% | |
| 11 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.79% | -0.03% | +9.83% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.40% | -0.02% | +3.39% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.33% | -0.46% | +4.07% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.29% | +0.09% | +7.79% | |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.13% | -0.42% | +19.23% | |
| 16 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.00% | -0.04% | +1.37% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.82% | +0.31% | -4.31% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | +0.03% | -2.42% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.79% | +0.10% | +42.17% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 1.72% | +0.21% | +4.82% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.32% | -0.14% | +27.13% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.08% | +0.16% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | — | +1.78% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.13% | +21.29% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.17% | -0.16% | +13.64% | |
| 26 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.16% | -0.10% | +25.73% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.06% | -0.31% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.78% | -0.02% | +1.35% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.68% | -0.50% | -7.14% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.11% | +2.47% | |
| 31 | SBR | Sabine Royalty Trust | Stock-Other | 0.60% | -0.07% | +160.82% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | -0.06% | +16.32% | |
| 33 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.45% | -0.03% | -19.12% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.01% | +1.30% | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.42% | -0.05% | +10.99% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.04% | +0.04% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.06% | -7.61% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.38% | -0.06% | +1.74% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.09% | +7.82% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.37% | -0.01% | +9.40% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.37% | -0.03% | -5.61% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | -0.01% | -38.46% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.13% | +932.65% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.25% | -0.01% | -2.71% | |
| 45 | IBTXUSD | Independent Bank Group Inc | Stock-Other | 0.23% | — | — | |
| 46 | BSM | Black Stone Minerals LP | Stock-Other | 0.20% | -0.03% | +0.12% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.01% | +1.70% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.18% | — | -4.25% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.18% | -0.01% | -1.26% | |
| 50 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.17% | -0.04% | — |
According to official SEC Form 13F filings, Howard Financial Services, LTD. reported a total U.S. public equity portfolio value of $1.0B across 168 disclosed positions in Q3 2024.
During Q3 2024, Howard Financial Services, LTD.'s top holdings by market value included QUAL (11.3%)、SCHD (8.0%)、RSP (5.3%). The largest single position, QUAL, represented 11.3% of total portfolio value.
In Q3 2024, Howard Financial Services, LTD. made 49 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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