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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
QUALIshares Tr
Recent Activity
Increased 3.93%
11.03%
$81.018M
454,955 shares@ $178.08 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 207.61%
7.52%
$55.234M
2.022M shares@ $27.32 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.7%
4.88%
$35.822M
182,924 shares@ $195.83 avg price
AAPLApple Inc
Recent Activity
Increased 1.01%
4.59%
$33.742M
134,741 shares@ $250.43 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 12.87%
4.45%
$32.65M
311,312 shares@ $104.88 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Increased 7.24%
4.43%
$32.511M
700,670 shares@ $46.41 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Increased 6.24%
4.01%
$29.46M
883,880 shares@ $33.34 avg price
PTRBPgim Etf Tr
Recent Activity
Increased 13.04%
3.97%
$29.139M
711,401 shares@ $40.96 avg price
CALFPacer Fds Tr
Recent Activity
Increased 6.85%
2.66%
$19.554M
444,301 shares@ $44.02 avg price
TOTLSsga Active Etf Tr
Recent Activity
Increased 17.27%
2.45%
$17.98M
456,461 shares@ $39.39 avg price