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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
NXPINxp Semiconductors N V
Recent Activity
Decreased -1.29%
0.05%
$348,772
1,678 shares@ $207.85 avg price
PFEPfizer Inc
Recent Activity
Decreased -9.82%
0.05%
$316,292
11,922 shares@ $26.54 avg price
INTCIntel Corp
Recent Activity
Decreased -38.2%
0.05%
$309,652
15,444 shares@ $20.05 avg price
QQQEDirexion Shs Etf Tr
Recent Activity
Decreased -0.59%
0.04%
$285,257
3,178 shares@ $89.76 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -2.28%
0.04%
$278,872
3,256 shares@ $85.65 avg price
STHOStar Hldgs
Recent Activity
Decreased -47.36%
0.02%
$97,300
10,000 shares@ $9.73 avg price