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John Howard

@Howard Financial Services, Ltd.

Latest period2024 - Q4ReportedManaged Assets$735.126MTotal holdings186
Assets growth rate6.16%Assets growth rate (2-Q avg)9.82%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Financial Services, Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Howard Financial Services, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 735.126M in assets, with a quarterly growth rate of 6.16% and a 2-quarter average growth rate of 9.82%. The portfolio is managed by John Howard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.31%
4.85%
$35.652M
203,459 shares@ $175.24 avg price
IQLTIshares Tr
Recent Activity
Decreased -1.9%
2.42%
$17.741M
477,933 shares@ $37.12 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -4.6%
1.96%
$14.337M
179,230 shares@ $79.99 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -2.22%
1.88%
$13.782M
414,991 shares@ $33.21 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.61%
1.61%
$11.827M
199,981 shares@ $59.15 avg price
XSOEWisdomtree Tr
Recent Activity
Decreased -8.22%
1.46%
$10.673M
350,160 shares@ $30.48 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -27.12%
1.31%
$9.593M
223,255 shares@ $42.97 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.01%
0.59%
$4.318M
85,721 shares@ $50.38 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -13.08%
0.4%
$2.938M
38,026 shares@ $77.28 avg price
RODMLattice Strategies Tr
Recent Activity
Decreased -9.95%
0.36%
$2.587M
91,043 shares@ $28.42 avg price