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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
BILSpdr Ser Tr
Recent Activity
Decreased -9.32%
0.25%
$1.767M
19,321 shares@ $91.44 avg price
IBTXIndependent Bank Group Inc
Recent Activity
Decreased -3.34%
0.23%
$1.638M
26,997 shares@ $60.68 avg price
IEFAIshares Tr
Recent Activity
Decreased -5.19%
0.2%
$1.463M
20,816 shares@ $70.28 avg price
BSMBlack Stone Minerals L P
Recent Activity
Decreased -0.08%
0.19%
$1.335M
91,465 shares@ $14.6 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -2.91%
0.16%
$1.103M
32,329 shares@ $34.13 avg price
CADECadence Bank
Recent Activity
Decreased -16.61%
0.12%
$864,351
25,090 shares@ $34.46 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.82%
0.12%
$810,622
4,257 shares@ $190.43 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.21%
0.1%
$722,205
7,260 shares@ $99.48 avg price
SHYIshares Tr
Recent Activity
Decreased -46.47%
0.08%
$570,377
6,958 shares@ $81.98 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -4.53%
0.07%
$458,913
3,813 shares@ $120.36 avg price