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CIK: 0001768130
Total reported value
$1.0B
$1.0B
186 檔
24.1%
As reported in its official Q4 2024 Form 13F filing, Howard Financial Services, LTD.'s tracked investment portfolio stood at $1.0B with 186 total positions.
In Q4 2024, Howard Financial Services, LTD. displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.02% | +0.39% | +3.93% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.51% | -0.53% | +207.61% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.87% | -0.12% | +0.69% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.85% | -0.18% | -0.31% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.59% | +0.08% | +1.00% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.44% | -0.13% | +12.87% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.42% | -0.31% | +7.24% | |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 4.01% | -0.33% | +6.23% | |
| 9 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.96% | -0.40% | +13.04% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.66% | -0.03% | +6.84% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.45% | -0.46% | +17.27% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.43% | -0.42% | +23.10% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.43% | +0.10% | +48.02% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 2.41% | +0.08% | -1.91% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.95% | -0.02% | -4.61% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.87% | +0.09% | -2.23% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | +0.03% | +1.75% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.62% | -0.14% | +33.62% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.61% | +0.21% | -0.61% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.45% | +0.31% | -8.22% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | — | +12.41% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.13% | +25.57% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.30% | -0.04% | -27.13% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | +0.08% | +5.61% | |
| 25 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.27% | -0.10% | +18.58% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.10% | -0.16% | +4.36% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.11% | +17.92% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.06% | +6.64% | |
| 29 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.77% | -0.02% | +0.10% | |
| 30 | SBR | Sabine Royalty Trust | Stock-Other | 0.68% | -0.07% | +14.58% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.59% | -0.50% | -7.02% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +51.19% | |
| 33 | ET | Energy Transfer LP | Stock-Energy | 0.48% | -0.05% | +0.25% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.01% | +0.57% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.13% | +20.54% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | — | +435.65% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.06% | -13.08% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.39% | -0.06% | +1.64% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.06% | +7.32% | |
| 40 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.35% | -0.03% | -9.95% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.09% | +4.83% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | -0.01% | +2.46% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | -0.03% | +101.53% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.15% | +100.97% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.01% | +7.46% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.01% | +61.81% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | -0.01% | -9.33% | |
| 48 | IBTXUSD | Independent Bank Group Inc | Stock-Other | 0.22% | — | -3.35% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.22% | -0.01% | +582.70% | |
| 50 | MPLX | Mplx LP | Stock-Energy | 0.21% | -0.02% | +49.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | +0.6% | +48.02% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +435.65% | Add |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.3% | +23.10% | Add |
| 4 | ANGL | Vaneck Fallen Angel High Yld | +0.3% | +33.62% | Add |
| 5 | SPGP | Invesco S&p 500 Garp ETF | +0.3% | +12.87% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +12.41% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +17.92% | Add |
| 8 | BX | Blackstone Inc | +0.2% | +582.70% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +25.57% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +51.19% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +100.97% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.1% | +20.54% | Add |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +17.27% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +61.81% | Add |
| 16 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +18.58% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +7.46% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +1.00% | Add |
| 19 | SBR | Sabine Royalty Trust | +0.1% | +14.58% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +93.73% | Add |
| 21 | CNDT | Conduent Inc | +0.1% | +1500.00% | Add |
| 22 | MPLX | Mplx LP | +0.1% | +49.98% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.45% | Add |
| 24 | NLY | Annaly Capital Management In | +0.1% | NEW | New buy |
| 25 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 26 | PTRB | Pgim Total Return Bond ETF | +0.1% | +13.04% | Add |
| 27 | ET | Energy Transfer LP | +0.1% | +0.25% | Add |
| 28 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 29 | BFST | Business First Bancshares | +0.1% | NEW | New buy |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +73.34% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.61% | Add |
| 32 | TXN | Texas Instruments Inc | +0.1% | +107.23% | Add |
| 33 | WES | Western Midstream Partners L | +0.1% | NEW | New buy |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +61.89% | Add |
| 35 | V | Visa Inc-class A Shares | 0% | +114.01% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.75% | Add |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -46.47% | Trim |
| 38 | JPST | Jpmorgan Ultra-short Income | -0.1% | -7.02% | Trim |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | EXIT | Sold out |
| 40 | BSV | Vanguard Short-term Bond ETF | -0.1% | -13.08% | Trim |
| 41 | RODM | Hartford Multifact Dev Mrkt | -0.1% | -9.95% | Trim |
| 42 | GTO | Invesco Total Return Bond Et | -0.1% | +7.24% | Add |
| 43 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.2% | +6.23% | Add |
| 44 | QUAL | Ishares Msci USA Quality Fac | -0.3% | +3.93% | Add |
| 45 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.4% | -8.22% | Trim |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.4% | -2.23% | Trim |
| 47 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -0.31% | Trim |
| 48 | VIGI | Vanguard Int Div App Indx Fd | -0.5% | -4.61% | Trim |
| 49 | IQLT | Ishares Msci International Q | -0.5% | -1.91% | Trim |
| 50 | FIXD | First Trust Smith Opportunis | -0.7% | -27.13% | Trim |
According to official SEC Form 13F filings, Howard Financial Services, LTD. reported a total U.S. public equity portfolio value of $1.0B across 186 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHD, VIG) accounted for 24.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
VEA
市值: $1.1M
Top Position Liquidated / Trimmed
AGG
前期市值: $714.7K
During Q4 2024, Howard Financial Services, LTD.'s top holdings by market value included QUAL (11.0%)、SCHD (7.5%)、VIG (4.9%). The largest single position, QUAL, represented 11.0% of total portfolio value.
In Q4 2024, Howard Financial Services, LTD. made 50 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 10 holdings, and fully liquidating 1 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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