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CIK: 0001768130
Total reported value
$1.0B
$1.0B
183 檔
24.6%
According to the latest 13F quarterly dataset, Howard Financial Services, LTD. managed an equity portfolio of $1.0B at the end of Q1 2025, spanning 183 distinct U.S. exchange-listed positions.
In Q1 2025, Howard Financial Services, LTD. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHD, VIG) accounted for 24.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
QUAL
市值: $82.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.28% | +0.39% | +6.54% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.89% | -0.53% | +2.54% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.91% | -0.12% | +1.58% | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.82% | -0.13% | +13.84% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.71% | -0.18% | -1.93% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.57% | -0.31% | +2.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.08% | +0.08% | +0.17% | |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 4.00% | -0.33% | -1.75% | |
| 9 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.80% | -0.40% | -5.93% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.26% | +0.10% | +36.03% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.82% | -0.46% | +12.77% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.75% | -0.42% | +13.81% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 2.38% | +0.08% | -7.70% | |
| 14 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.04% | -0.14% | +25.12% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.96% | -0.03% | -13.48% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.91% | -0.02% | -5.72% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.87% | +0.09% | -8.19% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | +0.03% | +3.84% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.63% | +0.21% | +2.44% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.34% | +0.31% | -9.05% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.13% | +2.71% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | — | +4.73% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.16% | -0.04% | -12.67% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.08% | -5.30% | |
| 25 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.11% | -0.10% | -12.13% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.08% | -0.16% | +3.33% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.06% | +3.36% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.11% | -0.26% | |
| 29 | SBR | Sabine Royalty Trust | Stock-Other | 0.71% | -0.07% | +0.13% | |
| 30 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.64% | -0.02% | -0.07% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.04% | +0.26% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.54% | -0.50% | -8.89% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | -0.06% | +21.78% | |
| 34 | ET | Energy Transfer LP | Stock-Energy | 0.46% | -0.05% | +0.23% | |
| 35 | EPD | Enterprise Products Partners | Stock-Energy | 0.44% | -0.06% | +1.54% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.01% | +0.32% | |
| 37 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.40% | -0.03% | +3.16% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | — | +0.04% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.06% | +2.87% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.13% | +5.47% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.09% | -15.64% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.31% | -0.01% | -7.71% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.28% | -0.03% | -17.29% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | -6.53% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.15% | +2.76% | |
| 46 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.24% | -0.04% | +0.07% | |
| 47 | MPLX | Mplx LP | Stock-Energy | 0.24% | -0.02% | +1.77% | |
| 48 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.21% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | +0.01% | +4.01% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | -6.42% |
According to official SEC Form 13F filings, Howard Financial Services, LTD. reported a total U.S. public equity portfolio value of $1.0B across 183 disclosed positions in Q1 2025.
During Q1 2025, Howard Financial Services, LTD.'s top holdings by market value included QUAL (11.3%)、SCHD (7.9%)、VIG (4.9%). The largest single position, QUAL, represented 11.3% of total portfolio value.
In Q1 2025, Howard Financial Services, LTD. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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