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, DGRW, and represent 30.87% of Howard Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VPLS (+$8.1M), XOM, SCHG, SJNK, SCHD, HTRB, IGSB, OKE, AAPL, CRWD.
- Started 10 new stock positions in VCSH, SPCX, OKE, DE, ETN, CRCL, EXFY, ACN, XOM, PULS.
- Reduced shares in these 10 stocks: TOTL (-$7.0M), CMG, , Oneok, NUV, FIXD, , BRK.A, CRWV, LEAD.
- Sold out of its positions in MSOX, AEM, OKLO, ELV, BRK.A, CVS, CAVA, CMG, Cohen & Steers Rts, CL.
- Howard Financial Services was a net buyer of stock by $16M.
- Howard Financial Services has $954M in assets under management (AUM), dropping by -50.52%.
- Central Index Key (CIK): 0001768130
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Portfolio Holdings for Howard Financial Services
Howard Financial Services holds 234 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 11.3 | $108M | 486k | 222.24 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.7 | $64M | +3% | 2.0M | 32.53 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.7 | $45M | 193k | 233.31 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 4.2 | $40M | +2% | 335k | 118.82 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 4.0 | $38M | 389k | 97.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.9 | $38M | 181k | 208.02 |
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| Invesco Actively Managed Exc Total Return (GTO) | 3.7 | $36M | 801k | 44.59 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 3.6 | $34M | +5% | 1.1M | 32.05 |
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| Apple (AAPL) | 3.4 | $32M | +3% | 97k | 333.02 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.4 | $32M | +9% | 890k | 35.93 |
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| Pgim Etf Tr Tota Retu Bd Etf (PTRB) | 3.3 | $31M | +2% | 797k | 39.44 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 2.7 | $26M | 526k | 49.47 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.6 | $25M | +2% | 461k | 53.75 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.4 | $23M | +3% | 293k | 78.29 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.1 | $20M | +4% | 709k | 27.81 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.9 | $18M | 194k | 94.42 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.9 | $18M | +3% | 386k | 46.85 |
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| Spdr Series Trust St Term High Etf (SJNK) | 1.9 | $18M | +13% | 738k | 24.25 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 1.8 | $17M | +87% | 234k | 74.01 |
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| NVIDIA Corporation (NVDA) | 1.5 | $14M | +3% | 61k | 228.38 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $13M | 17k | 762.64 |
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| Microsoft Corporation (MSFT) | 1.3 | $13M | +8% | 25k | 512.89 |
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 1.2 | $11M | -38% | 303k | 37.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $11M | 15k | 739.75 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $9.7M | +3% | 92k | 105.71 |
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| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 0.9 | $8.9M | -2% | 166k | 53.28 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $7.5M | 148k | 50.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.0M | +3% | 14k | 497.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.7M | +15% | 19k | 344.09 |
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| Broadcom (AVGO) | 0.7 | $6.2M | +5% | 18k | 351.19 |
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| Amazon (AMZN) | 0.6 | $6.0M | 24k | 249.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $5.6M | 7.3k | 765.89 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.6 | $5.6M | -3% | 328k | 17.05 |
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| Enterprise Products Partners (EPD) | 0.5 | $5.0M | 141k | 35.61 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.5 | $4.4M | +7% | 12k | 374.26 |
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.5 | $4.3M | -8% | 62k | 69.15 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $3.9M | 198k | 19.77 |
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| Intel Corporation (INTC) | 0.4 | $3.7M | +3% | 31k | 120.23 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.4 | $3.6M | 88k | 40.75 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $3.5M | NEW | 21k | 162.75 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $3.3M | +54% | 65k | 51.23 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $2.9M | 80k | 36.45 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $2.9M | +2% | 6.4k | 456.19 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.8M | 49k | 56.32 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.7M | +5% | 15k | 187.05 |
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| Micron Technology (MU) | 0.3 | $2.7M | +15% | 2.5k | 1064.99 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.4M | +10% | 7.3k | 330.81 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.4M | 87k | 27.47 |
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| Meta Platforms Cl A (META) | 0.2 | $2.3M | +27% | 3.1k | 725.13 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.1M | +10% | 7.8k | 264.75 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | +21% | 1.7k | 1157.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.8M | -2% | 18k | 96.88 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.7M | +3% | 18k | 97.74 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | +16% | 3.1k | 551.39 |
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| Southstate Bk Corp (SSB) | 0.2 | $1.6M | 16k | 99.56 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.6M | +6% | 15k | 103.92 |
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| Palo Alto Networks (PANW) | 0.2 | $1.6M | +7% | 4.0k | 397.31 |
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| Ge Vernova (GEV) | 0.2 | $1.5M | +2% | 1.6k | 950.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.5M | +19% | 19k | 76.40 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.1 | $1.4M | -36% | 34k | 41.27 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.4M | 40k | 35.00 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +17% | 2.2k | 611.76 |
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| Black Stone Minerals Com Unit (BSM) | 0.1 | $1.3M | 93k | 14.32 |
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| Cisco Systems (CSCO) | 0.1 | $1.3M | +2% | 12k | 107.63 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $1.3M | 4.1k | 325.83 |
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| Merck & Co (MRK) | 0.1 | $1.3M | +10% | 9.0k | 145.31 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | +7% | 15k | 86.08 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.3M | +372% | 4.8k | 264.75 |
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| Pepsi (PEP) | 0.1 | $1.3M | +2% | 9.9k | 126.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | -3% | 1.8k | 700.66 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $1.2M | 22k | 55.83 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | +35% | 3.4k | 354.81 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | +8% | 5.8k | 204.23 |
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| Marvell Technology (MRVL) | 0.1 | $1.2M | +5% | 4.5k | 264.18 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +8% | 4.5k | 261.58 |
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| Visa Com Cl A (V) | 0.1 | $1.2M | +14% | 3.3k | 359.31 |
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| Dorchester Minerals Com Unit (DMLP) | 0.1 | $1.2M | 42k | 28.04 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | +8% | 3.7k | 312.29 |
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| Oneok (OKE) | 0.1 | $1.1M | NEW | 14k | 85.27 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $1.1M | 23k | 50.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | 3.3k | 340.70 |
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| International Business Machines (IBM) | 0.1 | $1.1M | 5.1k | 219.95 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.1M | 73k | 15.26 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.1 | $1.1M | 12k | 91.98 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 1.1k | 910.10 |
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| Morgan Stanley Com New (MS) | 0.1 | $977k | +12% | 5.2k | 188.08 |
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| Viper Energy Cl A (VNOM) | 0.1 | $973k | 24k | 39.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $966k | +5% | 13k | 71.95 |
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| Graham Hldgs Com Cl B (GHC) | 0.1 | $959k | 845.00 | 1134.44 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $950k | 12k | 81.16 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $901k | NEW | 18k | 49.46 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.1 | $897k | 11k | 78.42 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $883k | +2% | 47k | 18.89 |
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| Bank of America Corporation (BAC) | 0.1 | $883k | +14% | 16k | 54.43 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $873k | 3.1k | 284.46 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $867k | 11k | 82.97 |
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| Amgen (AMGN) | 0.1 | $853k | +6% | 2.0k | 421.56 |
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| National Bk Hldgs Corp Cl A (NBHC) | 0.1 | $831k | 21k | 39.19 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $810k | 1.3k | 608.84 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $800k | 4.8k | 166.79 |
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| Philip Morris International (PM) | 0.1 | $796k | +4% | 4.2k | 190.83 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $769k | 1.4k | 568.81 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $742k | 12k | 61.26 |
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| Southwest Airlines (LUV) | 0.1 | $740k | 18k | 41.64 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $735k | 5.2k | 142.27 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $726k | +8% | 10k | 70.61 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $723k | 11k | 66.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $715k | -11% | 1.9k | 380.84 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $714k | +19% | 3.8k | 185.63 |
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| Emerson Electric (EMR) | 0.1 | $713k | +3% | 4.6k | 155.11 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $711k | -2% | 2.5k | 280.10 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $710k | +2% | 78k | 9.07 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $702k | 2.3k | 300.06 |
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| Caterpillar (CAT) | 0.1 | $698k | +28% | 861.00 | 810.39 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $688k | 3.5k | 195.73 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.1 | $649k | 6.4k | 101.69 |
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| ConocoPhillips (COP) | 0.1 | $634k | +7% | 5.1k | 125.16 |
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| Booking Holdings (BKNG) | 0.1 | $607k | 3.7k | 162.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $578k | +12% | 5.4k | 107.46 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $577k | -6% | 1.9k | 304.60 |
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| American Express Company (AXP) | 0.1 | $560k | +5% | 1.8k | 304.14 |
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| Procter & Gamble Company (PG) | 0.1 | $553k | +5% | 3.8k | 145.27 |
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| Home Depot (HD) | 0.1 | $543k | -4% | 1.9k | 284.47 |
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| Uber Technologies (UBER) | 0.1 | $540k | +6% | 7.9k | 68.51 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $531k | +23% | 1.6k | 328.48 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $516k | 12k | 44.37 |
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| Applied Materials (AMAT) | 0.1 | $510k | +24% | 997.00 | 511.18 |
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| Spdr Series Trust St Str Sp500div (SPYD) | 0.1 | $508k | 11k | 45.37 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $505k | +9% | 3.3k | 154.64 |
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| Gannett (TDAY) | 0.1 | $503k | 80k | 6.29 |
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| Wells Fargo & Company (WFC) | 0.1 | $491k | +10% | 6.1k | 80.05 |
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| At&t (T) | 0.1 | $490k | +9% | 20k | 24.40 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $487k | -6% | 5.2k | 93.44 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $485k | +3% | 6.2k | 78.10 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $482k | +23% | 715.00 | 674.75 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $477k | NEW | 3.2k | 150.88 |
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| Franklin Templeton Etf Tr Intel Machi Etf (IQM) | 0.0 | $474k | 4.3k | 110.73 |
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| Norfolk Southern (NSC) | 0.0 | $467k | +3% | 1.5k | 309.00 |
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| Servicenow (NOW) | 0.0 | $463k | +21% | 3.5k | 134.01 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $455k | +23% | 1.1k | 406.63 |
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| Linde SHS (LIN) | 0.0 | $446k | +5% | 939.00 | 474.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $442k | NEW | 2.4k | 183.37 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $442k | 8.4k | 52.86 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $438k | +3% | 7.1k | 61.50 |
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| UnitedHealth (UNH) | 0.0 | $435k | +25% | 1.2k | 367.02 |
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| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $433k | -4% | 3.6k | 120.10 |
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| Janus International Group In Common Stock (JBI) | 0.0 | $429k | 105k | 4.09 |
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| Altria (MO) | 0.0 | $427k | +4% | 6.3k | 67.34 |
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| Dell Technologies CL C (DELL) | 0.0 | $426k | +10% | 791.00 | 538.13 |
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| Citigroup Com New (C) | 0.0 | $424k | +33% | 3.3k | 129.47 |
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| Verizon Communications (VZ) | 0.0 | $421k | +21% | 9.2k | 45.87 |
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| Pfizer (PFE) | 0.0 | $415k | +15% | 15k | 28.52 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $412k | +2% | 1.7k | 237.53 |
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| Amphenol Corp Cl A (APH) | 0.0 | $411k | +128% | 4.9k | 84.30 |
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| salesforce (CRM) | 0.0 | $410k | +21% | 1.8k | 229.57 |
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| Netflix (NFLX) | 0.0 | $408k | +22% | 5.9k | 69.58 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $403k | 9.8k | 40.99 |
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| Goldman Sachs (GS) | 0.0 | $399k | +12% | 444.00 | 899.36 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $397k | 4.5k | 87.79 |
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| Os Therapies Incorporated Com New (OSTX) | 0.0 | $397k | 248k | 1.60 |
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| Union Pacific Corporation (UNP) | 0.0 | $389k | +14% | 1.4k | 272.04 |
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| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.0 | $375k | 9.4k | 39.86 |
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| Johnson Outdoors Cl A (JOUT) | 0.0 | $375k | 8.6k | 43.65 |
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| Arista Networks Com Shs (ANET) | 0.0 | $374k | +22% | 1.8k | 203.59 |
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| Oracle Corporation (ORCL) | 0.0 | $350k | +3% | 2.5k | 137.31 |
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| Astrazeneca Ord (AZN) | 0.0 | $347k | 2.1k | 161.47 |
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| Nextera Energy (NEE) | 0.0 | $347k | +11% | 4.6k | 75.75 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $346k | 3.5k | 99.09 |
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| Kla Corp Com New (KLAC) | 0.0 | $337k | +26% | 1.7k | 194.96 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $331k | 4.4k | 75.39 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $330k | +38% | 4.7k | 70.00 |
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| Automatic Data Processing (ADP) | 0.0 | $330k | +9% | 1.3k | 258.12 |
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| Blackrock (BLK) | 0.0 | $328k | +18% | 310.00 | 1058.29 |
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| Southern Copper Corporation (SCCO) | 0.0 | $328k | 1.6k | 202.69 |
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| Valero Energy Corporation (VLO) | 0.0 | $328k | +7% | 845.00 | 387.53 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $326k | -29% | 4.0k | 81.20 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.0 | $325k | -6% | 3.2k | 102.14 |
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| Walt Disney Company (DIS) | 0.0 | $324k | +47% | 3.1k | 104.88 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $323k | -2% | 2.8k | 114.01 |
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| Shell Spon Ads (SHEL) | 0.0 | $321k | +6% | 3.4k | 95.05 |
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| Abbott Laboratories (ABT) | 0.0 | $319k | +31% | 3.2k | 98.84 |
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| Prologis (PLD) | 0.0 | $309k | +7% | 2.4k | 129.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $302k | 2.4k | 125.26 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $299k | +11% | 5.5k | 54.51 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $298k | 1.2k | 247.93 |
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| Intercontinental Exchange (ICE) | 0.0 | $294k | +18% | 1.9k | 152.03 |
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| Gilead Sciences (GILD) | 0.0 | $291k | +20% | 2.0k | 149.05 |
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| TJX Companies (TJX) | 0.0 | $290k | +7% | 2.2k | 132.31 |
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| Capital One Financial (COF) | 0.0 | $290k | +20% | 1.5k | 193.07 |
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| Travelers Companies (TRV) | 0.0 | $283k | 793.00 | 356.51 |
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| Vaalco Energy Com New (EGY) | 0.0 | $278k | 49k | 5.66 |
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| Boeing Company (BA) | 0.0 | $277k | +2% | 1.5k | 186.05 |
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| Qualcomm (QCOM) | 0.0 | $274k | +22% | 1.5k | 184.07 |
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| Bristol Myers Squibb (BMY) | 0.0 | $273k | +12% | 4.4k | 62.40 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $271k | +2% | 2.8k | 97.43 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $269k | +21% | 5.0k | 53.40 |
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| Analog Devices (ADI) | 0.0 | $267k | +12% | 673.00 | 396.81 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $263k | 2.4k | 107.54 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $256k | 2.4k | 105.84 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $252k | +14% | 496.00 | 508.90 |
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| RBB Motley Fol Etf (TMFC) | 0.0 | $246k | -20% | 3.1k | 80.08 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $246k | +12% | 2.2k | 112.08 |
|
| Brinker International (EAT) | 0.0 | $245k | 1.3k | 193.53 |
|
|
| 3M Company (MMM) | 0.0 | $244k | +8% | 1.5k | 164.17 |
|
| Sandisk Corp (SNDK) | 0.0 | $242k | +36% | 139.00 | 1739.89 |
|
| EQT Corporation (EQT) | 0.0 | $241k | 5.0k | 48.56 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $239k | 1.6k | 151.58 |
|
|
| Enbridge (ENB) | 0.0 | $239k | 5.1k | 46.49 |
|
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $237k | NEW | 2.9k | 82.17 |
|
| Eaton Corp SHS (ETN) | 0.0 | $234k | NEW | 544.00 | 429.71 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $233k | +20% | 253.00 | 922.34 |
|
| Southern Company (SO) | 0.0 | $233k | -9% | 2.8k | 82.89 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $231k | 2.2k | 103.07 |
|
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $228k | 27k | 8.57 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $225k | +15% | 3.9k | 57.77 |
|
| Lumentum Hldgs (LITE) | 0.0 | $224k | -18% | 231.00 | 971.26 |
|
| Western Digital (WDC) | 0.0 | $220k | +2% | 484.00 | 454.46 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $219k | -23% | 2.1k | 106.49 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $218k | 19k | 11.71 |
|
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.0 | $214k | +2% | 2.1k | 103.57 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $214k | -33% | 2.3k | 91.65 |
|
| Prudential Financial (PRU) | 0.0 | $211k | -26% | 1.9k | 113.57 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $208k | 4.5k | 46.31 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $207k | NEW | 2.7k | 77.25 |
|
| Deere & Company (DE) | 0.0 | $205k | NEW | 305.00 | 671.55 |
|
| United States Antimony (UAMY) | 0.0 | $191k | 46k | 4.17 |
|
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $182k | 13k | 14.28 |
|
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $176k | 13k | 14.05 |
|
|
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $165k | 15k | 10.90 |
|
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $103k | 11k | 9.50 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $76k | 30k | 2.53 |
|
|
| Expensify Com Cl A (EXFY) | 0.0 | $27k | NEW | 12k | 2.25 |
|
| Zjk Indl Ord Shs Cl A (ZJK) | 0.0 | $25k | 13k | 2.02 |
|
|
| Conduent Incorporate (CNDT) | 0.0 | $16k | 10k | 1.56 |
|
Past Filings by Howard Financial Services
SEC 13F filings are viewable for Howard Financial Services going back to 2018
- Howard Financial Services 2026 Q3 filed Oct. 15, 2026
- Howard Financial Services 2026 Q2 amended filed Oct. 14, 2026
- Howard Financial Services 2026 Q2 filed July 7, 2026
- 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