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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
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.15%
$1.084M
22,675 shares@ $47.82 avg price
NLYAnnaly Capital Management In
Recent Activity
New Position
0.08%
$527,468
28,823 shares@ $18.31 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.07%
$496,681
1,697 shares@ $292.69 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.07%
$472,947
4,282 shares@ $110.46 avg price
BFSTBusiness First Bancshares In
Recent Activity
New Position
0.07%
$465,890
18,128 shares@ $25.71 avg price
WESWestern Midstream Partners L
Recent Activity
New Position
0.06%
$384,300
10,000 shares@ $38.43 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.05%
$340,365
7,729 shares@ $44.04 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.05%
$337,034
1,386 shares@ $243.18 avg price
SYFIAb Active Etfs Inc
Recent Activity
New Position
0.05%
$309,295
8,671 shares@ $35.68 avg price
SYKStryker Corporation
Recent Activity
New Position
0.05%
$307,123
853 shares@ $360.06 avg price