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Howard Financial Services

Latest statistics and disclosures from Howard Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are QUAL, SCHD, VIG, SPGP, RSP, and represent 33.00% of Howard Financial Services's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$7.5M), QUAL, SSB, RDVY, ANGL, VNOM, VIG, DGRW, SJNK, GTO.
Started 22 new stock positions in SLV, TPYP, SSB, XLF, VST, VPLS, ULTY, ESGD, SPSM, NEM. T, TZA, VNOM, RTX, LMT, UNH, UVIX, ETN, AEM, DELL, CAT, TMO.
Reduced shares in these 10 stocks: CALF, SCHD, FIXD, FNGG, FPE, SRLN, BFST, RSP, Managed Portfolio Ser tortoise nram pi, TOTL.
Sold out of its positions in EAT, BFST, FNGG, EZPW, Managed Portfolio Ser tortoise nram pi, SRLN.
Howard Financial Services was a net buyer of stock by $16M.
Howard Financial Services has $817M in assets under management (AUM), dropping by 7.45%.
Central Index Key (CIK): 0001768130

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Portfolio Holdings for Howard Financial Services

Howard Financial Services holds 199 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	12.0	$98M		505k	194.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.6	$54M	-2%	2.0M	27.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$41M	+2%	189k	215.79	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	4.8	$39M		345k	113.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.6	$37M		196k	189.70	View chart
Invesco Actively Managed Exc Total Return (GTO)	4.2	$34M		725k	47.51	View chart
Apple (AAPL)	4.1	$34M		132k	254.63	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	3.8	$31M		899k	34.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.7	$30M	+2%	342k	88.96	View chart
Pgim Etf Tr Total Return Bon (PTRB)	3.5	$29M		677k	42.20	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	2.7	$22M	+3%	868k	25.60	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.6	$21M		519k	40.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.4	$20M		440k	44.19	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.1	$18M	+6%	587k	29.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$17M	+81%	525k	31.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.0	$16M		379k	42.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$16M		24k	666.19	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.9	$15M	+7%	229k	67.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.9	$15M		169k	89.57	View chart
NVIDIA Corporation (NVDA)	1.8	$15M		79k	186.58	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.4	$11M		302k	37.94	View chart
Microsoft Corporation (MSFT)	1.4	$11M	+2%	22k	517.96	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	1.3	$10M	-17%	239k	43.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$10M		17k	600.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.0	$8.4M		85k	99.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$7.2M	+2%	14k	502.74	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.8	$6.7M	-7%	367k	18.24	View chart
Amazon (AMZN)	0.7	$6.0M		28k	219.57	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.7	$5.4M		68k	79.45	View chart
Broadcom (AVGO)	0.6	$5.0M	+6%	15k	329.92	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.6	$4.6M	-18%	105k	44.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.4M		6.5k	669.29	View chart
Enterprise Products Partners (EPD)	0.4	$3.7M		117k	31.27	View chart
Chipotle Mexican Grill (CMG)	0.4	$3.7M		93k	39.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.6M		11k	328.16	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$3.3M		93k	35.53	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$3.2M		188k	17.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$3.2M		63k	50.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$3.0M	-3%	38k	78.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.7M		81k	33.37	View chart
Tesla Motors (TSLA)	0.3	$2.5M		5.7k	444.72	View chart
Palantir Technologies Cl A (PLTR)	0.3	$2.5M		14k	182.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.4M		101k	23.28	View chart
Pepsi (PEP)	0.3	$2.2M		16k	140.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.2M		20k	112.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.2M	+6%	8.9k	243.09	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M		6.1k	315.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.7M		20k	87.31	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.2	$1.7M		34k	49.95	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$1.7M		18k	91.75	View chart
South State Corporation	0.2	$1.6M		16k	98.87	View chart
Southstate Bk Corp (SSB)	0.2	$1.6M	NEW	16k	98.87	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.5M		16k	95.47	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.4M		2.5k	568.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.4M		5.1k	279.29	View chart
Texas Pacific Land Corp (TPL)	0.2	$1.3M		1.4k	933.64	View chart
International Business Machines (IBM)	0.2	$1.2M	-12%	4.4k	282.14	View chart
Netflix (NFLX)	0.2	$1.2M		1.0k	1198.92	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$1.2M		92k	13.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.2M		21k	57.10	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.1M		37k	31.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.1M		4.4k	243.56	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	-18%	1.5k	734.19	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$1.0M		10k	103.40	View chart
Janus International Group In Common Stock (JBI)	0.1	$1.0M		105k	9.87	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	+3%	10k	103.06	View chart
Dorchester Minerals Com Unit (DMLP)	0.1	$989k	+11%	38k	25.89	View chart
Graham Hldgs Com Cl B (GHC)	0.1	$988k		839.00	1177.59	View chart
Oneok (OKE)	0.1	$987k	+6%	14k	72.97	View chart
Cadence Bank (CADE)	0.1	$966k		26k	37.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$960k		22k	42.79	View chart
Viper Energy Cl A	0.1	$932k	+20%	24k	38.22	View chart
Viper Energy Cl A (VNOM)	0.1	$932k	NEW	24k	38.22	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$905k		1.8k	490.38	View chart
Costco Wholesale Corporation (COST)	0.1	$876k		946.00	925.57	View chart
Annaly Capital Management In Com New (NLY)	0.1	$834k		41k	20.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$820k	-2%	2.3k	355.47	View chart
Philip Morris International (PM)	0.1	$776k		4.8k	162.21	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$773k		12k	65.92	View chart
Johnson & Johnson (JNJ)	0.1	$755k	+5%	4.1k	185.43	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$752k	+40%	14k	53.03	View chart
Booking Holdings (BKNG)	0.1	$745k		138.00	5399.27	View chart
Chevron Corporation (CVX)	0.1	$739k	+9%	4.8k	155.29	View chart
Southwest Airlines (LUV)	0.1	$721k		23k	31.91	View chart
Home Depot (HD)	0.1	$719k	+4%	1.8k	405.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$711k		12k	57.52	View chart
Abbvie (ABBV)	0.1	$704k	+2%	3.0k	231.56	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$694k	+2%	71k	9.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$693k		4.8k	145.60	View chart
Northrop Grumman Corporation (NOC)	0.1	$687k		1.1k	609.32	View chart
Cisco Systems (CSCO)	0.1	$619k		9.0k	68.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$612k	+5%	999.00	612.19	View chart
Merck & Co (MRK)	0.1	$597k		7.1k	83.93	View chart
Uber Technologies (UBER)	0.1	$595k		6.1k	97.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$584k		9.0k	65.26	View chart
Intel Corporation (INTC)	0.1	$572k	-3%	17k	33.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$571k		4.7k	120.71	View chart
Morgan Stanley Com New (MS)	0.1	$560k	+23%	3.5k	158.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$542k	+64%	3.2k	170.85	View chart
Norfolk Southern (NSC)	0.1	$540k		1.8k	300.41	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$529k	NEW	6.7k	78.63	View chart
Visa Com Cl A (V)	0.1	$517k	+3%	1.5k	341.47	View chart
Altria (MO)	0.1	$517k		7.8k	66.06	View chart
Amgen (AMGN)	0.1	$515k		1.8k	282.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$509k		2.1k	247.10	View chart
Marvell Technology (MRVL)	0.1	$505k		6.0k	84.07	View chart
Eli Lilly & Co. (LLY)	0.1	$500k	+10%	655.00	762.53	View chart
Coca-Cola Company (KO)	0.1	$499k		7.5k	66.32	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.1	$495k	-3%	6.5k	76.13	View chart
Ge Vernova (GEV)	0.1	$493k	+6%	802.00	615.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$493k	-10%	5.9k	82.96	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$493k		11k	44.00	View chart
Oracle Corporation (ORCL)	0.1	$487k	+18%	1.7k	281.23	View chart
Oklo Com Cl A (OKLO)	0.1	$484k	+3%	4.3k	111.63	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$478k		5.4k	88.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$463k		6.4k	72.77	View chart
Palo Alto Networks (PANW)	0.1	$456k	+3%	2.2k	203.62	View chart
American Express Company (AXP)	0.1	$454k		1.4k	332.28	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$443k	-17%	2.5k	178.73	View chart
Bank of America Corporation (BAC)	0.1	$439k	+2%	8.5k	51.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$424k		4.6k	91.41	View chart
Ge Aerospace Com New (GE)	0.1	$423k	+6%	1.4k	300.74	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$420k	-2%	11k	39.29	View chart
Yum! Brands (YUM)	0.1	$416k		2.7k	152.00	View chart
Coreweave Com Cl A (CRWV)	0.1	$411k		3.0k	136.85	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$406k		12k	34.27	View chart
Direxion Shs Etf Tr Dly Midcap Etf3x (MIDU)	0.0	$406k		8.0k	50.69	View chart
Nxp Semiconductors N V (NXPI)	0.0	$403k		1.8k	227.73	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$398k		1.4k	281.77	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$396k	-3%	1.9k	209.29	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$383k	+5%	3.8k	101.62	View chart
Texas Instruments Incorporated (TXN)	0.0	$371k	-21%	2.0k	183.75	View chart
Cava Group Ord (CAVA)	0.0	$368k		6.1k	60.41	View chart
Intuitive Surgical Com New (ISRG)	0.0	$366k	-7%	818.00	447.23	View chart
Direxion Shs Etf Tr Daily Semiconduc (SOXS)	0.0	$362k	+125%	70k	5.17	View chart
salesforce (CRM)	0.0	$362k		1.5k	237.00	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.0	$357k	NEW	9.8k	36.45	View chart
RBB Motley Fol Etf (TMFC)	0.0	$351k		5.0k	70.53	View chart
At&t (T)	0.0	$347k	NEW	12k	28.24	View chart
Johnson Outdoors Cl A (JOUT)	0.0	$338k		8.4k	40.39	View chart
Gannett (GCI)	0.0	$330k		80k	4.13	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$325k		4.2k	76.72	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$315k		8.2k	38.29	View chart
Micron Technology (MU)	0.0	$315k		1.9k	167.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$311k		416.00	747.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$302k		646.00	468.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$302k		3.4k	89.35	View chart
ConocoPhillips (COP)	0.0	$302k		3.2k	94.58	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$298k		3.9k	76.40	View chart
Procter & Gamble Company (PG)	0.0	$297k	+9%	1.9k	153.67	View chart
United Parcel Service CL B (UPS)	0.0	$297k	+74%	3.6k	83.52	View chart
Nextera Energy (NEE)	0.0	$293k		3.9k	75.49	View chart
Goldman Sachs (GS)	0.0	$293k		368.00	796.01	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$291k		891.00	326.53	View chart
Abbott Laboratories (ABT)	0.0	$289k		2.2k	133.91	View chart
Hanesbrands (HBI)	0.0	$279k		42k	6.59	View chart
Chewy Cl A (CHWY)	0.0	$272k		6.7k	40.45	View chart
EQT Corporation (EQT)	0.0	$267k		4.9k	54.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$266k		3.3k	79.61	View chart
Dell Technologies CL C (DELL)	0.0	$266k	NEW	1.9k	141.78	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$263k		1.7k	155.49	View chart
Two Hbrs Invt Corp (TWO)	0.0	$255k		26k	9.87	View chart
Eaton Corp SHS (ETN)	0.0	$246k	NEW	656.00	374.25	View chart
Agnico (AEM)	0.0	$244k	NEW	1.4k	168.56	View chart
Thermo Fisher Scientific (TMO)	0.0	$242k	NEW	498.00	485.37	View chart
Automatic Data Processing (ADP)	0.0	$238k		812.00	293.59	View chart
Wells Fargo & Company (WFC)	0.0	$238k	+6%	2.8k	83.81	View chart
Caterpillar (CAT)	0.0	$238k	NEW	498.00	477.51	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$237k	NEW	5.6k	42.37	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$236k		1.0k	226.87	View chart
Verizon Communications (VZ)	0.0	$233k		5.3k	43.95	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$233k		2.0k	115.01	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$232k		3.4k	67.52	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$231k	NEW	4.3k	53.87	View chart
Star Hldgs Shs Ben Int (STHO)	0.0	$219k	+10%	27k	8.23	View chart
Boeing Company (BA)	0.0	$219k		1.0k	215.83	View chart
Lockheed Martin Corporation (LMT)	0.0	$216k	NEW	432.00	499.47	View chart
Union Pacific Corporation (UNP)	0.0	$214k		906.00	236.42	View chart
Vistra Energy (VST)	0.0	$213k	NEW	1.1k	195.92	View chart
UnitedHealth (UNH)	0.0	$213k	NEW	615.00	345.49	View chart
Raytheon Technologies Corp (RTX)	0.0	$212k	NEW	1.3k	167.35	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$209k		3.5k	60.08	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$208k	NEW	4.5k	46.32	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$207k		1.9k	110.47	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$205k	NEW	2.2k	93.00	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$204k		8.2k	24.80	View chart
Newmont Mining Corporation (NEM)	0.0	$202k	NEW	2.4k	84.32	View chart
Strategy Cl A New (MSTR)	0.0	$200k		621.00	322.21	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$172k		13k	13.49	View chart
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA)	0.0	$123k	NEW	15k	8.21	View chart
Vs Trust 2x Long Vix Futu (UVIX)	0.0	$119k	NEW	12k	9.93	View chart
Permrock Royalty Trust Tr Unit (PRT)	0.0	$114k		29k	3.96	View chart
Eledon Pharmaceuticals (ELDN)	0.0	$78k		30k	2.59	View chart
Tidal Trust Ii Yieldmax Ultra O (ULTY)	0.0	$55k	NEW	10k	5.47	View chart
Zjk Indl Ord Shs (ZJK)	0.0	$40k		13k	3.22	View chart
Conduent Incorporate (CNDT)	0.0	$28k		10k	2.80	View chart
Promis Neurosciences Com New (PMN)	0.0	$11k		26k	0.42	View chart
RWT HLDGS Note 5.750%10/0 (Principal)	0.0	$10k		10k	1.00	View chart

Past Filings by Howard Financial Services

SEC 13F filings are viewable for Howard Financial Services going back to 2018

Howard Financial Services 2025 Q3 filed Oct. 23, 2025
Howard Financial Services 2025 Q2 filed July 2, 2025
Howard Financial Services 2025 Q1 filed April 7, 2025
Howard Financial Services 2024 Q4 filed Jan. 15, 2025
Howard Financial Services 2024 Q3 filed Oct. 8, 2024
Howard Financial Services 2024 Q2 filed July 12, 2024
Howard Financial Services 2024 Q1 filed April 16, 2024
Howard Financial Services 2023 Q4 filed Jan. 9, 2024
Howard Financial Services 2023 Q3 filed Oct. 10, 2023
Howard Financial Services 2023 Q2 filed July 12, 2023
Howard Financial Services 2023 Q1 filed April 5, 2023
Howard Financial Services 2022 Q4 filed Jan. 13, 2023
Howard Financial Services 2022 Q3 filed Oct. 12, 2022
Howard Financial Services 2022 Q2 filed July 18, 2022
Howard Financial Services 2022 Q1 filed April 20, 2022
Howard Financial Services 2021 Q4 filed Jan. 27, 2022

View all past filings

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