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 31.86% of Howard Financial Services's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$5.7M), SCHG, VPLS, PTRB, BIL, VIG, IGSB, RDVY, GPIX, HTRB.
- Started 21 new stock positions in PRU, COF, DIS, MCD, GIL, NUV, ADBE, MSOX, TRV, AMD. PHYS, CME, PFE, KMB, GPIX, EOG, CRCL, ELV, GRAL, D, AGG.
- Reduced shares in these 10 stocks: FIXD, South State Corporation, CALF, JEPI, SPGP, SCHD, Viper Energy, RSP, SJNK, AAPL.
- Sold out of its positions in TZA, HBI, SHV, JEPI, MSTR, NOG, PMN, RWT HLDGS, South State Corporation, ULTY. TWO, Viper Energy, VST, UVIX, ETN.
- Howard Financial Services was a net buyer of stock by $31M.
- Howard Financial Services has $855M in assets under management (AUM), dropping by 4.63%.
- Central Index Key (CIK): 0001768130
Tip: Access up to 7 years of quarterly data
Positions held by Howard Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Howard Financial Services
Howard Financial Services holds 205 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 11.8 | $101M | 508k | 198.62 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.3 | $54M | 2.0M | 27.43 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.0 | $43M | +3% | 196k | 219.78 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 4.5 | $38M | -2% | 336k | 113.86 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.3 | $37M | -2% | 192k | 191.56 |
|
| Apple (AAPL) | 4.1 | $35M | 130k | 271.86 |
|
|
| Invesco Actively Managed Exc Total Return (GTO) | 4.1 | $35M | +2% | 741k | 47.42 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 3.7 | $32M | +3% | 927k | 34.15 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 3.7 | $31M | +2% | 349k | 89.43 |
|
| Pgim Etf Tr Total Return Bon (PTRB) | 3.6 | $31M | +8% | 733k | 42.04 |
|
| Spdr Series Trust State Street Spd (SJNK) | 2.5 | $21M | -3% | 840k | 25.32 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 2.5 | $21M | 526k | 40.25 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.5 | $21M | +23% | 649k | 32.62 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 2.4 | $20M | 448k | 45.45 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.1 | $18M | +4% | 616k | 29.36 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.1 | $18M | +3% | 392k | 45.21 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.0 | $17M | +6% | 243k | 69.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $17M | +2% | 25k | 681.93 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.9 | $16M | +3% | 175k | 91.45 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $15M | 78k | 186.50 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.4 | $12M | 307k | 39.02 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $11M | +6% | 23k | 483.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $11M | 17k | 614.32 |
|
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 1.1 | $9.3M | -11% | 210k | 44.37 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $8.8M | +177% | 175k | 50.59 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $8.8M | 85k | 103.56 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $7.4M | +2% | 15k | 502.65 |
|
| Amazon (AMZN) | 0.8 | $6.8M | +7% | 30k | 230.82 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.8 | $6.6M | 361k | 18.22 |
|
|
| Broadcom (AVGO) | 0.6 | $5.3M | 15k | 346.10 |
|
|
| Sabine Rty Tr Unit Ben Int (SBR) | 0.5 | $4.7M | 68k | 68.57 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.5M | 6.6k | 684.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.0M | +9% | 12k | 335.27 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.4 | $3.8M | +130% | 42k | 91.38 |
|
| Enterprise Products Partners (EPD) | 0.4 | $3.8M | 119k | 32.06 |
|
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.4 | $3.5M | 94k | 36.98 |
|
|
| Chipotle Mexican Grill (CMG) | 0.4 | $3.5M | 93k | 37.00 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.4M | +21% | 11k | 313.01 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $3.1M | 188k | 16.49 |
|
|
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.3 | $2.9M | +453% | 37k | 78.12 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $2.8M | -5% | 36k | 78.81 |
|
| Tesla Motors (TSLA) | 0.3 | $2.8M | +8% | 6.2k | 449.72 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.3 | $2.8M | -40% | 62k | 44.32 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $2.7M | 82k | 32.75 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.4M | 102k | 24.04 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | +3% | 20k | 120.34 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $2.4M | 14k | 177.75 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.4M | +32% | 45k | 53.37 |
|
| Pepsi (PEP) | 0.3 | $2.2M | 16k | 143.52 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.0M | 6.2k | 322.21 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.9M | +157% | 37k | 52.88 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.7M | +8% | 17k | 99.91 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.7M | 19k | 89.46 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | +20% | 5.3k | 313.78 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.6M | +2% | 5.2k | 303.89 |
|
| Southstate Bk Corp (SSB) | 0.2 | $1.5M | 16k | 94.11 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | +4% | 2.6k | 570.91 |
|
| International Business Machines (IBM) | 0.2 | $1.4M | +3% | 4.6k | 296.18 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.3M | +207% | 4.3k | 308.03 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | +10% | 11k | 111.41 |
|
| Black Stone Minerals Com Unit (BSM) | 0.1 | $1.2M | 92k | 13.29 |
|
|
| Viper Energy Cl A (VNOM) | 0.1 | $1.2M | +29% | 32k | 38.63 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $1.2M | +200% | 4.1k | 287.22 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.2M | 37k | 31.51 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $1.2M | +20% | 1.7k | 659.99 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.1 | $1.1M | +33% | 51k | 22.36 |
|
| Cadence Bank (CADE) | 0.1 | $1.1M | 26k | 42.84 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $1.1M | +100% | 20k | 52.72 |
|
| Ge Vernova (GEV) | 0.1 | $1.0M | +95% | 1.6k | 653.75 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $996k | 22k | 44.41 |
|
|
| Netflix (NFLX) | 0.1 | $992k | +928% | 11k | 93.76 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $983k | +39% | 915.00 | 1074.67 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $979k | NEW | 19k | 52.80 |
|
| Southwest Airlines (LUV) | 0.1 | $939k | 23k | 41.33 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $938k | 42k | 22.36 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $934k | +10% | 4.5k | 206.95 |
|
| Graham Hldgs Com Cl B (GHC) | 0.1 | $924k | 841.00 | 1098.14 |
|
|
| Oneok (OKE) | 0.1 | $923k | -7% | 13k | 73.50 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $906k | 2.3k | 396.31 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $883k | +2% | 1.9k | 468.76 |
|
| Merck & Co (MRK) | 0.1 | $822k | +9% | 7.8k | 105.26 |
|
| Cisco Systems (CSCO) | 0.1 | $821k | +17% | 11k | 77.03 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $816k | NEW | 90k | 9.06 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $802k | 930.00 | 862.69 |
|
|
| Philip Morris International (PM) | 0.1 | $802k | +4% | 5.0k | 160.41 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $787k | 12k | 67.22 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $780k | +2% | 73k | 10.72 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
|
|
| Booking Holdings (BKNG) | 0.1 | $750k | 140.00 | 5355.33 |
|
|
| Abbvie (ABBV) | 0.1 | $742k | +6% | 3.2k | 228.51 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $720k | 12k | 58.12 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $710k | 4.8k | 148.98 |
|
|
| Janus International Group In Common Stock (JBI) | 0.1 | $686k | 105k | 6.54 |
|
|
| Chevron Corporation (CVX) | 0.1 | $668k | -7% | 4.4k | 152.42 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $652k | 1.1k | 569.97 |
|
|
| Visa Com Cl A (V) | 0.1 | $649k | +22% | 1.9k | 350.67 |
|
| Morgan Stanley Com New (MS) | 0.1 | $636k | 3.6k | 177.55 |
|
|
| Amgen (AMGN) | 0.1 | $634k | +6% | 1.9k | 327.27 |
|
| Home Depot (HD) | 0.1 | $630k | +3% | 1.8k | 344.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $617k | 984.00 | 627.04 |
|
|
| Micron Technology (MU) | 0.1 | $605k | +12% | 2.1k | 285.48 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $592k | 9.0k | 66.00 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $583k | 4.7k | 123.25 |
|
|
| Coca-Cola Company (KO) | 0.1 | $582k | +10% | 8.3k | 69.91 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $551k | +18% | 973.00 | 566.36 |
|
| American Express Company (AXP) | 0.1 | $539k | +6% | 1.5k | 369.91 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $538k | +150% | 7.5k | 71.61 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $537k | +3% | 2.1k | 252.88 |
|
| Norfolk Southern (NSC) | 0.1 | $527k | 1.8k | 288.72 |
|
|
| Uber Technologies (UBER) | 0.1 | $520k | +4% | 6.4k | 81.71 |
|
| Bank of America Corporation (BAC) | 0.1 | $516k | +10% | 9.4k | 55.00 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $516k | 6.4k | 81.17 |
|
|
| Kimbell Rty Partners Unit (KRP) | 0.1 | $515k | +243% | 44k | 11.76 |
|
| Marvell Technology (MRVL) | 0.1 | $511k | 6.0k | 84.98 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $505k | +148% | 3.5k | 143.95 |
|
| Altria (MO) | 0.1 | $502k | +11% | 8.7k | 57.66 |
|
| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.1 | $488k | 6.4k | 76.23 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $484k | 11k | 43.25 |
|
|
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $465k | -5% | 5.1k | 90.97 |
|
| Intel Corporation (INTC) | 0.1 | $457k | -27% | 12k | 36.90 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $441k | NEW | 4.4k | 99.87 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $432k | +2% | 11k | 39.50 |
|
| salesforce (CRM) | 0.1 | $429k | +6% | 1.6k | 264.91 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $423k | +20% | 2.4k | 173.46 |
|
| Yum! Brands (YUM) | 0.0 | $418k | 2.8k | 151.28 |
|
|
| Gannett (GCI) | 0.0 | $412k | 80k | 5.15 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $407k | 2.2k | 184.20 |
|
|
| Direxion Shs Etf Tr Dly Midcap Etf3x (MIDU) | 0.0 | $406k | 8.0k | 50.76 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $404k | -17% | 4.9k | 82.82 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $398k | +3% | 1.8k | 217.06 |
|
| At&t (T) | 0.0 | $398k | +30% | 16k | 24.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $396k | -19% | 2.6k | 154.15 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $390k | 4.2k | 91.93 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $389k | +84% | 8.3k | 46.86 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $389k | 1.9k | 209.07 |
|
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $386k | 3.8k | 102.30 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $383k | +8% | 3.9k | 99.18 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $378k | -7% | 4.3k | 88.49 |
|
| Nextera Energy (NEE) | 0.0 | $368k | +17% | 4.6k | 80.29 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $359k | 2.4k | 146.58 |
|
|
| Johnson Outdoors Cl A (JOUT) | 0.0 | $358k | 8.4k | 42.45 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $357k | 6.1k | 58.69 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $356k | 5.5k | 64.42 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $354k | +12% | 469.00 | 753.63 |
|
| RBB Motley Fol Etf (TMFC) | 0.0 | $343k | -3% | 4.8k | 71.77 |
|
| Oracle Corporation (ORCL) | 0.0 | $332k | 1.7k | 194.93 |
|
|
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.0 | $332k | -3% | 9.4k | 35.29 |
|
| Verizon Communications (VZ) | 0.0 | $331k | +53% | 8.1k | 40.73 |
|
| Wells Fargo & Company (WFC) | 0.0 | $325k | +22% | 3.5k | 93.20 |
|
| Goldman Sachs (GS) | 0.0 | $324k | 368.00 | 878.98 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $322k | 894.00 | 359.99 |
|
|
| Caterpillar (CAT) | 0.0 | $320k | +12% | 558.00 | 573.32 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $319k | -4% | 3.7k | 85.76 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $319k | +10% | 550.00 | 579.91 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $314k | 8.3k | 37.87 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $311k | NEW | 1.5k | 214.16 |
|
| ConocoPhillips (COP) | 0.0 | $311k | +4% | 3.3k | 93.60 |
|
| Dell Technologies CL C (DELL) | 0.0 | $308k | +30% | 2.4k | 125.86 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $304k | +101% | 6.8k | 44.71 |
|
| Prudential Financial (PRU) | 0.0 | $299k | NEW | 2.6k | 112.86 |
|
| EOG Resources (EOG) | 0.0 | $293k | NEW | 2.8k | 105.00 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $290k | -6% | 4.0k | 71.76 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $289k | 12k | 24.37 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $285k | -6% | 603.00 | 473.38 |
|
| Capital One Financial (COF) | 0.0 | $284k | NEW | 1.2k | 242.36 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $269k | NEW | 4.3k | 62.46 |
|
| Pfizer (PFE) | 0.0 | $269k | NEW | 11k | 24.90 |
|
| Abbott Laboratories (ABT) | 0.0 | $268k | 2.1k | 125.26 |
|
|
| EQT Corporation (EQT) | 0.0 | $268k | 5.0k | 53.60 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $267k | 3.4k | 79.59 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $264k | 1.7k | 156.67 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $264k | +13% | 1.4k | 183.40 |
|
| Boeing Company (BA) | 0.0 | $256k | +16% | 1.2k | 217.12 |
|
| Union Pacific Corporation (UNP) | 0.0 | $256k | +22% | 1.1k | 231.38 |
|
| UnitedHealth (UNH) | 0.0 | $255k | +25% | 772.00 | 330.29 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $253k | 3.5k | 72.68 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $252k | +5% | 2.5k | 99.86 |
|
| Automatic Data Processing (ADP) | 0.0 | $236k | +12% | 916.00 | 257.32 |
|
| McDonald's Corporation (MCD) | 0.0 | $232k | NEW | 758.00 | 305.57 |
|
| Procter & Gamble Company (PG) | 0.0 | $231k | -16% | 1.6k | 143.32 |
|
| Agnico (AEM) | 0.0 | $230k | -6% | 1.4k | 169.53 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $229k | NEW | 2.9k | 79.30 |
|
| Walt Disney Company (DIS) | 0.0 | $225k | NEW | 2.0k | 113.78 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $225k | -4% | 4.1k | 54.77 |
|
| Cme (CME) | 0.0 | $224k | NEW | 821.00 | 273.10 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $222k | +6% | 459.00 | 483.51 |
|
| Chewy Cl A (CHWY) | 0.0 | $222k | 6.7k | 33.05 |
|
|
| Grail (GRAL) | 0.0 | $220k | NEW | 2.6k | 85.59 |
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $219k | 27k | 8.23 |
|
|
| Travelers Companies (TRV) | 0.0 | $217k | NEW | 748.00 | 290.06 |
|
| Anthem (ELV) | 0.0 | $216k | NEW | 617.00 | 350.69 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $216k | 3.5k | 62.15 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $214k | 2.0k | 105.69 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $214k | NEW | 611.00 | 349.99 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $212k | 2.2k | 95.09 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $210k | NEW | 6.4k | 33.02 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.0 | $209k | -12% | 907.00 | 230.53 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $207k | NEW | 2.1k | 100.89 |
|
| Dominion Resources (D) | 0.0 | $207k | NEW | 3.5k | 58.59 |
|
| Advisorshares Tr Msos Daily Lvrgd (MSOX) | 0.0 | $134k | NEW | 30k | 4.48 |
|
| Direxion Shs Etf Tr Daily Semiconduc (SOXS) | 0.0 | $103k | -52% | 33k | 3.13 |
|
| Permrock Royalty Trust Tr Unit (PRT) | 0.0 | $81k | 29k | 2.80 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $45k | 30k | 1.51 |
|
|
| Zjk Indl Ord Shs (ZJK) | 0.0 | $25k | 13k | 2.00 |
|
|
| Conduent Incorporate (CNDT) | 0.0 | $19k | 10k | 1.92 |
|
Past Filings by Howard Financial Services
SEC 13F filings are viewable for Howard Financial Services going back to 2018
- Howard Financial Services 2025 Q4 filed Jan. 12, 2026
- 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