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CIK: 0001768130
Total reported value
$1.0B
$1.0B
199 檔
26.9%
As reported in its official Q3 2025 Form 13F filing, Howard Financial Services, LTD.'s tracked investment portfolio stood at $1.0B with 199 total positions.
Howard Financial Services, LTD. executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHD, VIG) accounted for 26.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHG
市值: $16.7M
Top Position Liquidated / Trimmed
VEA
前期市值: $1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.02% | +0.39% | +1.65% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.65% | -0.53% | -2.06% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.98% | -0.12% | +2.14% | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.80% | -0.13% | -0.36% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.56% | -0.18% | -1.18% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.21% | -0.31% | +1.85% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.12% | +0.08% | -0.20% | |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.77% | -0.33% | +1.49% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.72% | +0.10% | +2.23% | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.50% | -0.40% | +1.89% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.72% | -0.42% | +3.05% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.58% | -0.46% | -1.33% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 2.38% | +0.08% | -0.26% | |
| 14 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.14% | -0.14% | +6.23% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | +0.42% | +81.05% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.99% | +0.09% | +0.64% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.95% | +0.03% | +0.10% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.88% | +0.21% | +7.89% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.86% | -0.02% | -0.84% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | — | +0.67% | |
| 21 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.40% | +0.31% | -0.91% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.13% | +2.42% | |
| 23 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.28% | -0.03% | -17.46% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.08% | -0.05% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.03% | -0.16% | -1.70% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.06% | +2.17% | |
| 27 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.82% | -0.10% | -7.53% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.11% | +1.28% | |
| 29 | SBR | Sabine Royalty Trust | Stock-Other | 0.66% | -0.07% | +0.19% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.13% | +6.74% | |
| 31 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.57% | -0.04% | -18.91% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.04% | +0.29% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.45% | -0.06% | +1.26% | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.45% | -0.02% | -0.20% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.01% | +0.20% | |
| 36 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.40% | -0.03% | -0.87% | |
| 37 | ET | Energy Transfer LP | Stock-Energy | 0.39% | -0.05% | -0.40% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.39% | -0.50% | +0.00% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | -0.06% | -3.84% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | -0.01% | -1.62% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.01% | -0.43% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.30% | -0.04% | -0.23% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.29% | -0.03% | +0.79% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.06% | -1.65% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.09% | -1.03% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.15% | +6.48% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +1.22% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.01% | -0.03% | |
| 49 | MPLX | Mplx LP | Stock-Energy | 0.21% | -0.02% | +0.50% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.21% | -0.01% | -0.23% |
According to official SEC Form 13F filings, Howard Financial Services, LTD. reported a total U.S. public equity portfolio value of $1.0B across 199 disclosed positions in Q3 2025.
During Q3 2025, Howard Financial Services, LTD.'s top holdings by market value included QUAL (12.0%)、SCHD (6.7%)、VIG (5.0%). The largest single position, QUAL, represented 12.0% of total portfolio value.
In Q3 2025, Howard Financial Services, LTD. made 50 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 24 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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