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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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.01%
0.59%
$4.318M
85,721 shares@ $50.38 avg price
IVVIshares Tr
Recent Activity
Increased 51.2%
0.58%
$4.253M
7,224 shares@ $588.7 avg price
ETEnergy Transfer L P
Recent Activity
Increased 0.26%
0.49%
$3.558M
181,632 shares@ $19.59 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.57%
0.43%
$3.145M
10,852 shares@ $289.8 avg price
AVGOBroadcom Inc
Recent Activity
Increased 20.55%
0.43%
$3.12M
13,456 shares@ $231.84 avg price
IJHIshares Tr
Recent Activity
Increased 435.65%
0.41%
$2.961M
47,528 shares@ $62.32 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -13.08%
0.4%
$2.938M
38,026 shares@ $77.28 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 1.64%
0.4%
$2.892M
92,208 shares@ $31.37 avg price
PEPPepsico Inc
Recent Activity
Increased 7.33%
0.36%
$2.623M
17,247 shares@ $152.07 avg price
RODMLattice Strategies Tr
Recent Activity
Decreased -9.95%
0.36%
$2.587M
91,043 shares@ $28.42 avg price