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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
AGGIshares Tr
Recent Activity
Exited
0%
$714,690
7,057 shares@ $101.28 avg price
EMXCIshares Inc
Recent Activity
Exited
0%
$218,738
3,579 shares@ $61.12 avg price
ESGDIshares Tr
Recent Activity
Exited
0%
$218,543
2,596 shares@ $84.19 avg price
NKENike Inc
Recent Activity
Exited
0%
$214,851
2,430 shares@ $88.42 avg price
SCCOSouthern Copper Corp
Recent Activity
Exited
0%
$203,106
1,756 shares@ $115.67 avg price
IGSBIshares Tr
Recent Activity
Exited
0%
$200,845
3,814 shares@ $52.66 avg price
LAZRLuminar Technologies Inc
Recent Activity
Exited
0%
$65,161
72,425 shares@ $0.9 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
Exited
0%
$28,914
11,850 shares@ $2.44 avg price