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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
SMHVaneck Etf Trust
Recent Activity
New Position
0.05%
$296,530
1,224 shares@ $242.27 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.04%
$293,868
1,223 shares@ $240.29 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
New Position
0.04%
$285,653
2,490 shares@ $114.73 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.04%
$274,009
2,211 shares@ $123.93 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.04%
$270,052
821 shares@ $328.94 avg price
AMPAmeriprise Finl Inc
Recent Activity
New Position
0.04%
$262,505
493 shares@ $532.47 avg price
GEGe Aerospace
Recent Activity
New Position
0.04%
$258,525
1,550 shares@ $166.8 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.04%
$242,086
2,653 shares@ $91.25 avg price
ITWIllinois Tool Wks Inc
Recent Activity
New Position
0.04%
$230,635
910 shares@ $253.45 avg price
CHWYChewy Inc
Recent Activity
New Position
0.04%
$224,785
6,712 shares@ $33.5 avg price