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, RSP, SPGP, and represent 30.73% of Howard Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VPLS, RDVY, JPST, DGRW, MOAT, UAMY, HTRB, PTRB, SCHG, AAPL.
- Started 30 new stock positions in BLK, UAMY, SCCO, IWD, LIN, VEA, VEU, LRCX, VO, HBAN.
- Reduced shares in these 10 stocks: BIL, SJNK, CALF, BSV, Cadence Bank, QUAL, SPY, TSLA, AstraZeneca, VNQ.
- Sold out of its positions in ADBE, ELV, AstraZeneca, ADP, Cadence Bank, CHWY, SOXS, DIS, GRAL, IHI. CRBN, VNQ.
- Howard Financial Services was a net buyer of stock by $43M.
- Howard Financial Services has $888M in assets under management (AUM), dropping by 3.85%.
- Central Index Key (CIK): 0001768130
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Portfolio Holdings for Howard Financial Services
Howard Financial Services holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 10.9 | $97M | 503k | 191.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.7 | $60M | 1.9M | 30.68 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.9 | $43M | +2% | 201k | 215.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.2 | $37M | 192k | 191.92 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 4.1 | $37M | 341k | 107.62 |
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| Invesco Actively Managed Exc Total Return (GTO) | 4.1 | $36M | +3% | 769k | 46.83 |
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| Apple (AAPL) | 3.9 | $35M | +5% | 138k | 253.79 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 3.8 | $33M | +6% | 988k | 33.74 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 3.7 | $33M | +7% | 375k | 87.84 |
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| Pgim Etf Tr Total Return Bon (PTRB) | 3.6 | $32M | +6% | 780k | 41.51 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 2.5 | $22M | +6% | 477k | 46.23 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 2.4 | $21M | 536k | 39.73 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.3 | $21M | +9% | 713k | 29.13 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.3 | $20M | +6% | 415k | 48.93 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.2 | $20M | +18% | 288k | 68.28 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.2 | $19M | +8% | 669k | 28.72 |
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| Spdr Series Trust State Street Spd (SJNK) | 2.1 | $19M | -11% | 744k | 24.98 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.9 | $17M | +6% | 187k | 88.46 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $15M | -3% | 24k | 650.33 |
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| NVIDIA Corporation (NVDA) | 1.6 | $15M | +6% | 83k | 174.40 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.5 | $14M | +9% | 337k | 40.10 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $11M | +26% | 221k | 50.61 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.2 | $10M | +26% | 107k | 96.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $10M | 18k | 577.18 |
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| Microsoft Corporation (MSFT) | 1.1 | $9.5M | +12% | 26k | 370.18 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.9 | $8.1M | -14% | 180k | 44.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.3M | +4% | 15k | 479.20 |
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| Amazon (AMZN) | 0.8 | $6.8M | +11% | 33k | 208.27 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.8 | $6.7M | +132% | 86k | 77.59 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.7 | $6.3M | 354k | 17.75 |
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.6 | $5.1M | 68k | 75.00 |
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| Enterprise Products Partners (EPD) | 0.6 | $5.1M | +12% | 134k | 37.84 |
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| Broadcom (AVGO) | 0.6 | $5.0M | +5% | 16k | 309.51 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.5M | +4% | 6.9k | 653.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.3M | +36% | 15k | 287.56 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $3.8M | +4% | 197k | 19.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.5M | -7% | 11k | 320.82 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.4 | $3.5M | -5% | 88k | 39.42 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.4M | 20k | 169.66 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $3.0M | 94k | 32.01 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $2.7M | 82k | 32.95 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.6M | 46k | 57.07 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.3 | $2.6M | -4% | 59k | 43.59 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.5M | 101k | 24.75 |
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| Pepsi (PEP) | 0.3 | $2.4M | 16k | 155.29 |
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| United States Antimony (UAMY) | 0.2 | $2.2M | NEW | 248k | 8.73 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.1M | +10% | 40k | 52.56 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.1M | +14% | 7.2k | 294.17 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.1M | +19% | 6.2k | 337.95 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $2.0M | 14k | 146.28 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $1.9M | 4.1k | 474.56 |
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| Tesla Motors (TSLA) | 0.2 | $1.8M | -20% | 4.9k | 371.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | +15% | 6.1k | 286.87 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.7M | -2% | 19k | 90.53 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.7M | +24% | 14k | 124.28 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.7M | -41% | 21k | 78.41 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.6M | 18k | 93.98 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.5M | +36% | 6.2k | 244.42 |
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| Southstate Bk Corp (SSB) | 0.2 | $1.5M | 16k | 92.52 |
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| Viper Energy Cl A (VNOM) | 0.2 | $1.5M | 32k | 46.99 |
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| Meta Platforms Cl A (META) | 0.2 | $1.5M | +48% | 2.6k | 572.09 |
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| Dorchester Minerals Com Unit (DMLP) | 0.2 | $1.4M | 52k | 27.10 |
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| Black Stone Minerals Com Unit (BSM) | 0.2 | $1.4M | 92k | 15.12 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.3M | +7% | 40k | 32.43 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | -2% | 2.6k | 499.63 |
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| Oneok (OKE) | 0.1 | $1.3M | +12% | 14k | 90.39 |
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| Ge Vernova (GEV) | 0.1 | $1.2M | -12% | 1.4k | 872.90 |
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| International Business Machines (IBM) | 0.1 | $1.2M | +4% | 4.8k | 242.40 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.1M | NEW | 73k | 15.65 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | +21% | 1.1k | 996.24 |
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| National Bk Hldgs Corp Cl A (NBHC) | 0.1 | $1.1M | NEW | 28k | 39.16 |
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| Netflix (NFLX) | 0.1 | $1.1M | +8% | 12k | 96.15 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $1.1M | +17% | 22k | 50.04 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | +29% | 1.2k | 920.11 |
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| Chevron Corporation (CVX) | 0.1 | $1.1M | +17% | 5.2k | 206.89 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.0M | 22k | 45.65 |
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| Merck & Co (MRK) | 0.1 | $1.0M | +8% | 8.5k | 120.29 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $995k | -74% | 11k | 91.64 |
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| Ge Aerospace Com New (GE) | 0.1 | $986k | -19% | 3.5k | 283.78 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $984k | 2.3k | 430.29 |
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| Coca-Cola Company (KO) | 0.1 | $917k | +44% | 12k | 76.05 |
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| Abbvie (ABBV) | 0.1 | $909k | +28% | 4.2k | 217.51 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $907k | +2% | 43k | 21.15 |
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| Philip Morris International (PM) | 0.1 | $902k | +9% | 5.5k | 165.33 |
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| Graham Hldgs Com Cl B (GHC) | 0.1 | $890k | 842.00 | 1057.40 |
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| Cisco Systems (CSCO) | 0.1 | $885k | +7% | 11k | 77.59 |
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| Southwest Airlines (LUV) | 0.1 | $861k | 23k | 37.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $857k | +41% | 13k | 67.53 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $850k | +15% | 2.2k | 390.41 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $844k | 20k | 41.68 |
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| Visa Com Cl A (V) | 0.1 | $836k | +49% | 2.8k | 302.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $822k | NEW | 2.9k | 287.18 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $816k | 12k | 69.75 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $810k | 90k | 8.99 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $803k | NEW | 3.1k | 261.89 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $798k | +2% | 1.2k | 682.00 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $785k | NEW | 11k | 75.10 |
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| Bank of America Corporation (BAC) | 0.1 | $783k | +71% | 16k | 48.75 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $782k | NEW | 9.4k | 82.75 |
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| Micron Technology (MU) | 0.1 | $761k | +6% | 2.3k | 337.84 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $747k | +2% | 75k | 10.03 |
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| Amgen (AMGN) | 0.1 | $724k | +6% | 2.1k | 351.87 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Morgan Stanley Com New (MS) | 0.1 | $715k | +21% | 4.3k | 164.56 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $712k | +107% | 1.9k | 383.33 |
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| ConocoPhillips (COP) | 0.1 | $696k | +58% | 5.3k | 131.99 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $693k | 13k | 55.52 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $676k | 4.8k | 141.41 |
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| Nextera Energy (NEE) | 0.1 | $651k | +53% | 7.0k | 92.89 |
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| Home Depot (HD) | 0.1 | $643k | +6% | 2.0k | 328.95 |
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| Kimbell Rty Partners Unit (KRP) | 0.1 | $634k | 44k | 14.47 |
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| Altria (MO) | 0.1 | $623k | +8% | 9.4k | 65.99 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $615k | NEW | 11k | 56.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $610k | NEW | 9.5k | 64.08 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $604k | +117% | 3.1k | 192.89 |
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| Marvell Technology (MRVL) | 0.1 | $600k | 6.1k | 99.05 |
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| Uber Technologies (UBER) | 0.1 | $595k | +30% | 8.3k | 71.93 |
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| Booking Holdings (BKNG) | 0.1 | $589k | 140.00 | 4210.32 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $581k | 7.5k | 77.47 |
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| Gannett (TDAY) | 0.1 | $564k | 80k | 7.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $564k | -4% | 944.00 | 597.45 |
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| Janus International Group In Common Stock (JBI) | 0.1 | $540k | 105k | 5.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $536k | 4.7k | 113.11 |
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| Norfolk Southern (NSC) | 0.1 | $528k | 1.8k | 287.00 |
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| Yum! Brands (YUM) | 0.1 | $522k | +21% | 3.4k | 155.48 |
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| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.1 | $518k | +5% | 6.8k | 76.70 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $518k | +2% | 2.2k | 237.60 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $517k | +15% | 1.1k | 460.99 |
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| Wells Fargo & Company (WFC) | 0.1 | $515k | +85% | 6.5k | 79.61 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $514k | +83% | 3.1k | 165.70 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $510k | 11k | 45.52 |
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| Cava Group Ord (CAVA) | 0.1 | $492k | 6.1k | 80.90 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $473k | 2.4k | 194.12 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $467k | +16% | 5.7k | 82.56 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $466k | 3.5k | 132.88 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $460k | +2% | 11k | 41.17 |
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| American Express Company (AXP) | 0.1 | $452k | +2% | 1.5k | 302.51 |
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| Caterpillar (CAT) | 0.1 | $447k | +13% | 632.00 | 707.91 |
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| At&t (T) | 0.0 | $440k | -5% | 15k | 28.99 |
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| Intel Corporation (INTC) | 0.0 | $424k | -22% | 9.6k | 44.13 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $424k | -12% | 4.5k | 94.57 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $423k | +16% | 9.7k | 43.66 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $418k | 6.8k | 61.26 |
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| Direxion Shs Etf Tr Dly Midcap Etf3x (MIDU) | 0.0 | $416k | 8.0k | 51.94 |
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| Linde SHS (LIN) | 0.0 | $413k | NEW | 832.00 | 495.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $405k | -27% | 4.6k | 88.16 |
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| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.0 | $402k | 9.5k | 42.36 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $402k | 8.3k | 48.32 |
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| Verizon Communications (VZ) | 0.0 | $398k | -2% | 7.9k | 50.20 |
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| Johnson Outdoors Cl A (JOUT) | 0.0 | $395k | 8.5k | 46.51 |
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| United Parcel Service CL B (UPS) | 0.0 | $394k | +3% | 4.0k | 98.37 |
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| Palo Alto Networks (PANW) | 0.0 | $384k | +8% | 2.4k | 160.32 |
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| Dell Technologies CL C (DELL) | 0.0 | $380k | -5% | 2.3k | 164.10 |
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| salesforce (CRM) | 0.0 | $373k | +23% | 2.0k | 186.67 |
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| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $371k | 3.8k | 98.53 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $371k | 3.4k | 109.49 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $367k | 1.9k | 196.86 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $356k | +31% | 725.00 | 491.20 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $353k | +3% | 3.8k | 91.76 |
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| Os Therapies Incorporated Com New (OSTX) | 0.0 | $346k | NEW | 245k | 1.41 |
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| Goldman Sachs (GS) | 0.0 | $329k | +5% | 389.00 | 846.38 |
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| EQT Corporation (EQT) | 0.0 | $326k | +2% | 5.1k | 63.64 |
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| Advanced Micro Devices (AMD) | 0.0 | $319k | +7% | 1.6k | 203.43 |
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| Agnico (AEM) | 0.0 | $314k | +14% | 1.5k | 202.98 |
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| RBB Motley Fol Etf (TMFC) | 0.0 | $313k | 4.7k | 65.97 |
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| TJX Companies (TJX) | 0.0 | $313k | NEW | 2.0k | 159.70 |
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| Pfizer (PFE) | 0.0 | $311k | +2% | 11k | 28.08 |
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| Union Pacific Corporation (UNP) | 0.0 | $308k | +14% | 1.3k | 242.69 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $307k | 2.4k | 125.46 |
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| Procter & Gamble Company (PG) | 0.0 | $301k | +29% | 2.1k | 144.42 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $300k | -8% | 430.00 | 698.29 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $297k | +7% | 492.00 | 604.42 |
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| Intercontinental Exchange (ICE) | 0.0 | $296k | NEW | 1.9k | 157.28 |
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| EOG Resources (EOG) | 0.0 | $296k | -26% | 2.0k | 144.57 |
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| Newmont Mining Corporation (NEM) | 0.0 | $290k | +5% | 2.7k | 108.26 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $287k | -23% | 4.2k | 68.14 |
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| Applied Materials (AMAT) | 0.0 | $282k | NEW | 826.00 | 341.89 |
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| Emerson Electric (EMR) | 0.0 | $282k | NEW | 2.2k | 131.02 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $279k | NEW | 1.3k | 213.62 |
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| McDonald's Corporation (MCD) | 0.0 | $279k | +18% | 898.00 | 310.66 |
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| Capital One Financial (COF) | 0.0 | $275k | +28% | 1.5k | 182.43 |
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| Circle Internet Group Com Cl A (CRCL) | 0.0 | $275k | 2.9k | 95.41 |
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| Oracle Corporation (ORCL) | 0.0 | $274k | +9% | 1.9k | 147.10 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $274k | 3.5k | 78.66 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $273k | -28% | 1.3k | 205.77 |
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| Prologis (PLD) | 0.0 | $263k | NEW | 2.0k | 132.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $263k | -40% | 2.6k | 99.28 |
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| Southern Copper Corporation (SCCO) | 0.0 | $261k | NEW | 1.5k | 172.10 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $260k | +30% | 2.7k | 96.46 |
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| Advisorshares Tr Msos Daily Lvrgd (MSOX) | 0.0 | $258k | +300% | 120k | 2.15 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $257k | 603.00 | 426.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $256k | NEW | 1.2k | 213.67 |
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| Citigroup Com New (C) | 0.0 | $256k | NEW | 2.3k | 113.42 |
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| Travelers Companies (TRV) | 0.0 | $251k | +15% | 862.00 | 291.68 |
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| Cme (CME) | 0.0 | $251k | +3% | 849.00 | 295.24 |
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| Boeing Company (BA) | 0.0 | $251k | +6% | 1.3k | 199.04 |
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| Dominion Resources (D) | 0.0 | $248k | +13% | 4.0k | 61.82 |
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| Blackrock (BLK) | 0.0 | $246k | NEW | 256.00 | 961.71 |
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| Abbott Laboratories (ABT) | 0.0 | $240k | +9% | 2.3k | 102.65 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $240k | 4.3k | 55.65 |
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| Chubb (CB) | 0.0 | $238k | NEW | 729.00 | 325.93 |
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| Amphenol Corp Cl A (APH) | 0.0 | $236k | NEW | 1.9k | 126.35 |
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| Prudential Financial (PRU) | 0.0 | $231k | -10% | 2.4k | 97.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $229k | -22% | 2.0k | 114.99 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $229k | NEW | 3.8k | 60.64 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $227k | NEW | 7.8k | 29.23 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $226k | 6.4k | 35.44 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $224k | +11% | 4.5k | 49.59 |
|
| UnitedHealth (UNH) | 0.0 | $220k | +5% | 813.00 | 270.45 |
|
| Gilead Sciences (GILD) | 0.0 | $217k | NEW | 1.6k | 139.35 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $213k | +31% | 2.7k | 80.05 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $213k | 2.2k | 95.62 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $212k | NEW | 8.1k | 26.12 |
|
| Honeywell International (HON) | 0.0 | $205k | NEW | 907.00 | 226.06 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $203k | NEW | 3.5k | 57.65 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $202k | 4.1k | 49.37 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $202k | 12k | 17.07 |
|
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $202k | 27k | 7.57 |
|
|
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 0.0 | $103k | NEW | 69k | 1.51 |
|
| Permrock Royalty Trust Tr Unit (PRT) | 0.0 | $95k | 29k | 3.31 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $92k | 30k | 3.08 |
|
|
| Zjk Indl Ord Shs (ZJK) | 0.0 | $23k | 13k | 1.87 |
|
|
| Conduent Incorporate (CNDT) | 0.0 | $13k | 10k | 1.28 |
|
Past Filings by Howard Financial Services
SEC 13F filings are viewable for Howard Financial Services going back to 2018
- Howard Financial Services 2026 Q1 filed April 7, 2026
- 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