test

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
NVDANvidia Corporation
Recent Activity
Increased 12.41%
1.42%
$10.389M
77,365 shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 25.57%
1.37%
$10.031M
23,798 shares@ $421.5 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -27.12%
1.31%
$9.593M
223,255 shares@ $42.97 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5.61%
1.28%
$9.37M
18,329 shares@ $511.24 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 18.59%
1.27%
$9.303M
525,576 shares@ $17.71 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 4.36%
1.11%
$8.102M
87,380 shares@ $92.73 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 17.93%
0.88%
$6.411M
29,221 shares@ $219.39 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 6.65%
0.83%
$6.074M
13,401 shares@ $453.28 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 0.11%
0.78%
$5.674M
94,095 shares@ $60.31 avg price
SBRSabine Rty Tr
Recent Activity
Increased 14.58%
0.69%
$5.012M
77,336 shares@ $64.81 avg price