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
EQTEqt Corp
Recent Activity
New Position
0.04%
$222,711
4,830 shares@ $46.11 avg price
METMetlife Inc
Recent Activity
New Position
0.04%
$220,912
2,698 shares@ $81.88 avg price
ADBEAdobe Inc
Recent Activity
New Position
0.03%
$217,449
489 shares@ $444.69 avg price
SHVIshares Tr
Recent Activity
New Position
0.03%
$217,077
1,971 shares@ $110.14 avg price
SHOPShopify Inc
Recent Activity
New Position
0.03%
$209,364
1,969 shares@ $106.34 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.03%
$205,205
358 shares@ $573.2 avg price