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, AAPL, SPGP, and represent 30.19% of Howard Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SCHG, VPLS, INTC, QUAL, DGRW, IQLT, FNDF, XSOE, GTO, CHAT.
- Started 55 new stock positions in ORBS, NOW, QCOM, ADI, IGM, DUK, STX, ETW, SNDK, ADP.
- Reduced shares in these 10 stocks: JPST, SJNK, TOTL, SPGP, UAMY, RSP, MOAT, , QQQ, .
- Sold out of its positions in CME, CRCL, MIDU, Honeywell International, IWM, NOG, PRT, TQQQ, PHYS, VXF.
- Howard Financial Services was a net buyer of stock by $36M.
- Howard Financial Services has $1.0B in assets under management (AUM), dropping by 12.77%.
- Central Index Key (CIK): 0001768130
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Portfolio Holdings for Howard Financial Services
Howard Financial Services holds 268 positions in its portfolio as reported in the June 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 | $113M | +2% | 514k | 219.43 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.2 | $62M | 2.0M | 31.71 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.7 | $48M | 201k | 236.62 |
|
|
| Apple (AAPL) | 4.0 | $40M | 139k | 289.36 |
|
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 4.0 | $40M | -3% | 328k | 122.29 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.0 | $40M | -2% | 187k | 212.77 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 3.8 | $38M | +6% | 399k | 95.62 |
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| Invesco Actively Managed Exc Total Return (GTO) | 3.7 | $38M | +4% | 800k | 46.87 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 3.4 | $34M | +2% | 1.0M | 33.73 |
|
| Pgim Etf Tr Total Return Bon (PTRB) | 3.2 | $32M | 782k | 41.46 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.8 | $28M | +14% | 817k | 33.84 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 2.6 | $26M | +8% | 517k | 49.55 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.4 | $24M | +4% | 300k | 81.06 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.4 | $24M | +8% | 451k | 52.76 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.0 | $20M | +3% | 691k | 29.24 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 1.9 | $19M | -8% | 492k | 39.47 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.8 | $18M | +5% | 197k | 93.38 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.8 | $18M | +10% | 373k | 49.18 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $18M | 24k | 746.76 |
|
|
| Spdr Series Trust State Street Spd (SJNK) | 1.7 | $17M | -9% | 670k | 25.03 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $16M | 82k | 200.09 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $12M | -4% | 17k | 736.40 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $10M | -8% | 98k | 103.96 |
|
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 1.0 | $9.7M | +45% | 125k | 77.58 |
|
| Microsoft Corporation (MSFT) | 0.9 | $9.4M | 25k | 373.03 |
|
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.9 | $8.8M | -3% | 174k | 50.61 |
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| Amazon (AMZN) | 0.9 | $8.8M | +12% | 37k | 238.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.6M | 15k | 500.39 |
|
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $7.6M | -31% | 150k | 50.57 |
|
| Broadcom (AVGO) | 0.7 | $6.9M | +13% | 18k | 377.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $6.3M | +19% | 18k | 357.38 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.6 | $6.1M | -3% | 341k | 17.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $5.5M | +6% | 7.3k | 748.92 |
|
| Enterprise Products Partners (EPD) | 0.5 | $5.1M | +4% | 139k | 36.76 |
|
| Sabine Rty Tr Unit Ben Int (SBR) | 0.5 | $5.0M | 68k | 73.20 |
|
|
| Intel Corporation (INTC) | 0.4 | $4.3M | +216% | 31k | 139.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.1M | 11k | 370.03 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $3.9M | +2% | 202k | 19.12 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.4 | $3.6M | 89k | 40.41 |
|
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| Chipotle Mexican Grill (CMG) | 0.3 | $3.2M | 94k | 34.00 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $3.1M | +3% | 6.4k | 477.57 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $2.9M | 81k | 36.26 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.9M | +5% | 21k | 136.72 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.7M | +6% | 48k | 56.33 |
|
| Ge Vernova (GEV) | 0.3 | $2.6M | +63% | 2.2k | 1175.01 |
|
| Micron Technology (MU) | 0.3 | $2.6M | 2.3k | 1154.04 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.5M | -9% | 92k | 27.70 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.5M | +7% | 7.7k | 327.35 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.2 | $2.5M | -4% | 57k | 43.61 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.3M | +6% | 43k | 52.41 |
|
| Tesla Motors (TSLA) | 0.2 | $2.2M | +4% | 5.1k | 420.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.1M | -3% | 5.9k | 353.32 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $2.1M | +27% | 22k | 92.27 |
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| Pepsi (PEP) | 0.2 | $2.1M | -2% | 15k | 135.40 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | +42% | 1.7k | 1199.31 |
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| Marvell Technology (MRVL) | 0.2 | $2.0M | +11% | 6.8k | 297.90 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.9M | +23% | 7.6k | 253.97 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.9M | +18% | 16k | 116.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.8M | 19k | 96.58 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $1.8M | 4.1k | 437.64 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.7M | +3% | 2.3k | 763.14 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.6M | +4% | 15k | 113.26 |
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| Southstate Bk Corp (SSB) | 0.2 | $1.6M | 16k | 99.90 |
|
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.2 | $1.5M | 40k | 38.06 |
|
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| Meta Platforms Cl A (META) | 0.1 | $1.5M | 2.6k | 563.23 |
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| Cisco Systems (CSCO) | 0.1 | $1.5M | +9% | 12k | 117.46 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.5M | +12% | 3.9k | 373.74 |
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| International Business Machines (IBM) | 0.1 | $1.4M | +5% | 5.1k | 281.18 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | +2% | 2.6k | 513.59 |
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| Viper Energy Cl A (VNOM) | 0.1 | $1.3M | 32k | 42.40 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.3M | -19% | 17k | 77.91 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.3M | +8% | 2.0k | 655.78 |
|
| Abbvie (ABBV) | 0.1 | $1.3M | +24% | 5.2k | 251.63 |
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| Dorchester Minerals Com Unit (DMLP) | 0.1 | $1.3M | 52k | 25.25 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.3M | 74k | 17.73 |
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| Palo Alto Networks (PANW) | 0.1 | $1.3M | +58% | 3.8k | 341.02 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | +99% | 1.9k | 686.73 |
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| Black Stone Minerals Com Unit (BSM) | 0.1 | $1.3M | 92k | 13.97 |
|
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $1.2M | 22k | 55.57 |
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| Oneok (OKE) | 0.1 | $1.2M | -3% | 14k | 86.94 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | +18% | 14k | 81.27 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.1 | $1.2M | NEW | 12k | 98.68 |
|
| Merck & Co (MRK) | 0.1 | $1.1M | +5% | 8.9k | 128.50 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $1.1M | 22k | 50.39 |
|
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| Southwest Airlines (LUV) | 0.1 | $1.1M | -5% | 22k | 51.42 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $1.1M | +13% | 49k | 22.36 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +19% | 1.9k | 580.91 |
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| Philip Morris International (PM) | 0.1 | $1.0M | +6% | 5.8k | 180.90 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 1.1k | 935.66 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $981k | 11k | 91.64 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $981k | 13k | 77.11 |
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| Bank of America Corporation (BAC) | 0.1 | $980k | +7% | 17k | 56.98 |
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| Visa Com Cl A (V) | 0.1 | $975k | +2% | 2.8k | 343.03 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $970k | 12k | 82.84 |
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| Morgan Stanley Com New (MS) | 0.1 | $968k | +6% | 4.6k | 209.05 |
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| Graham Hldgs Com Cl B (GHC) | 0.1 | $963k | 844.00 | 1140.77 |
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| National Bk Hldgs Corp Cl A (NBHC) | 0.1 | $942k | -24% | 21k | 44.43 |
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| Chevron Corporation (CVX) | 0.1 | $933k | +8% | 5.6k | 165.76 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $930k | 3.1k | 303.14 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $922k | +300% | 11k | 80.57 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $879k | NEW | 1.4k | 640.87 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $875k | 11k | 83.75 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $833k | +2% | 76k | 10.90 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $830k | 90k | 9.22 |
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| Netflix (NFLX) | 0.1 | $812k | 11k | 71.40 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $783k | 4.8k | 163.68 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $781k | 9.4k | 82.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $778k | -7% | 2.1k | 368.38 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $776k | +6% | 2.6k | 298.06 |
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| Amgen (AMGN) | 0.1 | $762k | +2% | 2.1k | 362.09 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $747k | 7.5k | 99.54 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $744k | -2% | 12k | 61.46 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $741k | 11k | 68.41 |
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| Caterpillar (CAT) | 0.1 | $712k | +5% | 669.00 | 1064.18 |
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| Dell Technologies CL C (DELL) | 0.1 | $712k | -28% | 1.7k | 431.45 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $710k | +9% | 5.2k | 137.52 |
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| Home Depot (HD) | 0.1 | $702k | 2.0k | 352.73 |
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| Gannett (TDAY) | 0.1 | $684k | 80k | 8.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $678k | 9.5k | 71.25 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $677k | +129% | 6.2k | 109.77 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $668k | NEW | 2.3k | 285.58 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $668k | 3.5k | 190.50 |
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| Booking Holdings (BKNG) | 0.1 | $668k | +2575% | 3.7k | 178.24 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.1 | $665k | NEW | 6.4k | 104.10 |
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| Altria (MO) | 0.1 | $640k | -5% | 8.9k | 71.95 |
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| Kimbell Rty Partners Unit (KRP) | 0.1 | $637k | 44k | 14.53 |
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| Emerson Electric (EMR) | 0.1 | $635k | +106% | 4.4k | 143.14 |
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| Uber Technologies (UBER) | 0.1 | $628k | +5% | 8.7k | 72.16 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $616k | -6% | 2.0k | 302.98 |
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| Nextera Energy (NEE) | 0.1 | $611k | 7.0k | 87.77 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $610k | +2% | 3.2k | 189.72 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $598k | +38% | 5.6k | 107.50 |
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| American Express Company (AXP) | 0.1 | $588k | +16% | 1.7k | 338.31 |
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| Norfolk Southern (NSC) | 0.1 | $586k | 1.9k | 314.59 |
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| Janus International Group In Common Stock (JBI) | 0.1 | $582k | 105k | 5.55 |
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| Applied Materials (AMAT) | 0.1 | $582k | -2% | 804.00 | 723.37 |
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| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.1 | $569k | -8% | 6.2k | 91.66 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $567k | 1.3k | 433.26 |
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| ConocoPhillips (COP) | 0.1 | $557k | 5.4k | 103.95 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $549k | 3.1k | 176.64 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $545k | -8% | 1.1k | 509.41 |
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| Wells Fargo & Company (WFC) | 0.1 | $541k | 6.5k | 82.64 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $534k | 11k | 47.71 |
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| Franklin Templeton Etf Tr Intelligent Mach (IQM) | 0.1 | $532k | NEW | 4.3k | 124.19 |
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| Procter & Gamble Company (PG) | 0.1 | $531k | +73% | 3.6k | 146.66 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $530k | 1.9k | 281.03 |
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| Yum! Brands (YUM) | 0.1 | $530k | 3.3k | 159.86 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $499k | 11k | 43.76 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $481k | 8.3k | 57.67 |
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| Cava Group Ord (CAVA) | 0.0 | $478k | 6.1k | 78.48 |
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| Os Therapies Incorporated Com New (OSTX) | 0.0 | $471k | 248k | 1.90 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $467k | +40% | 4.8k | 97.97 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $465k | 5.7k | 82.11 |
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| Linde SHS (LIN) | 0.0 | $463k | +7% | 892.00 | 518.94 |
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| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $460k | 3.8k | 121.99 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $455k | +31% | 6.0k | 75.51 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $425k | 9.8k | 43.50 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $412k | +701% | 3.4k | 119.53 |
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| Kla Corp Com New (KLAC) | 0.0 | $411k | NEW | 1.4k | 301.74 |
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| UnitedHealth (UNH) | 0.0 | $408k | +20% | 983.00 | 415.48 |
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| Advisorshares Tr Msos Daily Lvrgd (MSOX) | 0.0 | $402k | 120k | 3.35 |
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| Astrazeneca Ord (AZN) | 0.0 | $402k | NEW | 2.1k | 189.62 |
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| Goldman Sachs (GS) | 0.0 | $399k | 394.00 | 1012.20 |
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| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.0 | $393k | 9.4k | 41.93 |
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| Johnson Outdoors Cl A (JOUT) | 0.0 | $393k | 8.5k | 46.04 |
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| At&t (T) | 0.0 | $381k | +21% | 18k | 20.70 |
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| Amphenol Corp Cl A (APH) | 0.0 | $376k | +14% | 2.1k | 176.32 |
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| salesforce (CRM) | 0.0 | $374k | +19% | 2.4k | 156.66 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $372k | -24% | 3.4k | 109.12 |
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| Union Pacific Corporation (UNP) | 0.0 | $370k | +7% | 1.4k | 272.09 |
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| United States Antimony (UAMY) | 0.0 | $368k | -79% | 51k | 7.26 |
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| Verizon Communications (VZ) | 0.0 | $367k | +9% | 8.7k | 42.34 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $367k | NEW | 2.9k | 126.59 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $366k | NEW | 3.8k | 96.46 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $364k | 6.9k | 53.11 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $360k | -19% | 904.00 | 397.68 |
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| Oracle Corporation (ORCL) | 0.0 | $359k | +31% | 2.5k | 146.53 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $359k | NEW | 4.7k | 75.78 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $358k | 3.5k | 102.31 |
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| Citigroup Com New (C) | 0.0 | $352k | +11% | 2.5k | 139.97 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $347k | +19% | 4.6k | 75.44 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $333k | NEW | 7.3k | 45.34 |
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| Southern Company (SO) | 0.0 | $317k | NEW | 3.3k | 95.71 |
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| Boeing Company (BA) | 0.0 | $314k | +15% | 1.4k | 216.48 |
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| TJX Companies (TJX) | 0.0 | $307k | +3% | 2.0k | 151.50 |
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| Pfizer (PFE) | 0.0 | $304k | +13% | 13k | 24.08 |
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| Servicenow (NOW) | 0.0 | $304k | NEW | 3.1k | 99.28 |
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| Western Digital (WDC) | 0.0 | $303k | NEW | 474.00 | 638.72 |
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| Prologis (PLD) | 0.0 | $300k | +11% | 2.2k | 135.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $300k | +300% | 2.4k | 124.17 |
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| RBB Motley Fol Etf (TMFC) | 0.0 | $295k | -18% | 3.9k | 76.16 |
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| Dominion Resources (D) | 0.0 | $291k | +6% | 4.3k | 68.29 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $291k | -19% | 581.00 | 501.01 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $291k | 1.2k | 242.43 |
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| D.R. Horton (DHI) | 0.0 | $290k | NEW | 1.8k | 162.84 |
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| Travelers Companies (TRV) | 0.0 | $290k | 879.00 | 330.12 |
|
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| Intuit (INTU) | 0.0 | $284k | NEW | 1.1k | 261.00 |
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| Enbridge (ENB) | 0.0 | $278k | NEW | 5.1k | 54.21 |
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| Southern Copper Corporation (SCCO) | 0.0 | $277k | +4% | 1.6k | 174.31 |
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| EOG Resources (EOG) | 0.0 | $275k | +3% | 2.1k | 129.70 |
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| Prudential Financial (PRU) | 0.0 | $271k | +6% | 2.5k | 107.91 |
|
| EQT Corporation (EQT) | 0.0 | $265k | -2% | 5.0k | 53.17 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $264k | 2.7k | 98.99 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $263k | +16% | 4.9k | 53.47 |
|
| Automatic Data Processing (ADP) | 0.0 | $262k | NEW | 1.2k | 224.03 |
|
| Shell Spon Ads (SHEL) | 0.0 | $257k | NEW | 3.3k | 77.55 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $255k | +2% | 2.7k | 93.41 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $255k | NEW | 1.5k | 169.88 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $254k | NEW | 19k | 13.62 |
|
| Blackrock (BLK) | 0.0 | $252k | +2% | 262.00 | 961.56 |
|
| McDonald's Corporation (MCD) | 0.0 | $252k | +3% | 932.00 | 270.18 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $250k | NEW | 2.4k | 103.22 |
|
| Vaalco Energy Com New (EGY) | 0.0 | $250k | NEW | 49k | 5.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $250k | NEW | 1.5k | 161.54 |
|
| Capital One Financial (COF) | 0.0 | $249k | -17% | 1.2k | 200.62 |
|
| Anthem (ELV) | 0.0 | $246k | NEW | 636.00 | 386.93 |
|
| Chubb (CB) | 0.0 | $244k | 717.00 | 340.74 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $244k | NEW | 284.00 | 858.06 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $244k | 2.7k | 90.60 |
|
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $243k | 27k | 9.13 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $243k | 8.0k | 30.20 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $241k | 4.6k | 52.33 |
|
|
| Analog Devices (ADI) | 0.0 | $238k | NEW | 599.00 | 397.28 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $235k | 2.4k | 95.98 |
|
|
| Agnico (AEM) | 0.0 | $234k | -2% | 1.5k | 155.13 |
|
| Sandisk Corp (SNDK) | 0.0 | $232k | NEW | 102.00 | 2273.73 |
|
| Realty Income (O) | 0.0 | $231k | NEW | 3.7k | 61.96 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $231k | 2.2k | 102.83 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $230k | +3% | 4.5k | 51.60 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $229k | -2% | 1.9k | 117.69 |
|
| Triumph Ban (TFIN) | 0.0 | $229k | NEW | 3.0k | 76.31 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $228k | NEW | 1.4k | 163.58 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $225k | +3% | 3.9k | 57.62 |
|
| Qualcomm (QCOM) | 0.0 | $225k | NEW | 1.2k | 184.72 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $223k | NEW | 2.9k | 76.56 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $223k | -10% | 438.00 | 509.46 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $223k | 4.2k | 53.61 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $222k | +4% | 2.5k | 90.72 |
|
| 3M Company (MMM) | 0.0 | $220k | NEW | 1.4k | 161.90 |
|
| Spdr Series Trust State Street Spd (XME) | 0.0 | $217k | NEW | 2.0k | 106.92 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $215k | +5% | 3.7k | 57.85 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $215k | NEW | 4.5k | 47.68 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $214k | NEW | 3.4k | 62.88 |
|
| Brinker International (EAT) | 0.0 | $212k | NEW | 1.3k | 168.00 |
|
| Valero Energy Corporation (VLO) | 0.0 | $205k | NEW | 788.00 | 260.34 |
|
| Gilead Sciences (GILD) | 0.0 | $205k | +4% | 1.6k | 126.31 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $205k | NEW | 2.2k | 91.70 |
|
| Us Bancorp Com New (USB) | 0.0 | $204k | NEW | 3.4k | 60.40 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.0 | $204k | NEW | 806.00 | 252.97 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $204k | NEW | 2.0k | 103.45 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $203k | NEW | 210.00 | 965.00 |
|
| Walt Disney Company (DIS) | 0.0 | $201k | NEW | 2.1k | 96.26 |
|
| Intercontinental Exchange (ICE) | 0.0 | $201k | -13% | 1.6k | 123.11 |
|
| Quanta Services (PWR) | 0.0 | $200k | NEW | 278.00 | 720.09 |
|
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $186k | NEW | 15k | 12.31 |
|
| Qxo Com New (QXO) | 0.0 | $185k | NEW | 11k | 17.28 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $182k | NEW | 13k | 14.54 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $151k | 12k | 12.76 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $118k | 30k | 3.94 |
|
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $105k | NEW | 11k | 9.64 |
|
| Graniteshares Etf Tr 2x Long Now Dail (NOWL) | 0.0 | $87k | NEW | 20k | 4.37 |
|
| Themes Etf Tr Leverage Shs 2x (CRMG) | 0.0 | $82k | NEW | 20k | 4.08 |
|
| Themes Etf Tr Leverage Shs 2x (ADBG) | 0.0 | $75k | NEW | 25k | 2.99 |
|
| Direxion Shares Etf Trust Daily Semiconduc (SOXS) | 0.0 | $65k | NEW | 20k | 3.24 |
|
| Zjk Indl Ord Shs Cl A (ZJK) | 0.0 | $24k | 13k | 1.96 |
|
|
| Conduent Incorporate (CNDT) | 0.0 | $15k | 10k | 1.46 |
|
|
| Eightco Holdings (ORBS) | 0.0 | $7.0k | NEW | 10k | 0.70 |
|
Past Filings by Howard Financial Services
SEC 13F filings are viewable for Howard Financial Services going back to 2018
- 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
- Howard Financial Services 2022 Q4 filed Jan. 13, 2023
- Howard Financial Services 2022 Q3 filed Oct. 12, 2022