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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
XOMExxon Mobil Corp
Recent Activity
Increased 4.83%
0.35%
$2.519M
23,420 shares@ $107.58 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 2.46%
0.33%
$2.412M
90,558 shares@ $26.64 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 101.54%
0.32%
$2.328M
125,843 shares@ $18.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 100.98%
0.31%
$2.266M
11,972 shares@ $189.3 avg price
TSLATesla Inc
Recent Activity
Increased 7.47%
0.31%
$2.256M
5,587 shares@ $403.84 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 61.82%
0.29%
$2.117M
8,830 shares@ $239.72 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -9.32%
0.25%
$1.767M
19,321 shares@ $91.44 avg price
IBTXIndependent Bank Group Inc
Recent Activity
Decreased -3.34%
0.23%
$1.638M
26,997 shares@ $60.68 avg price
BXBlackstone Inc
Recent Activity
Increased 582.7%
0.23%
$1.633M
9,469 shares@ $172.42 avg price
MPLXMplx Lp
Recent Activity
Increased 49.98%
0.21%
$1.527M
31,912 shares@ $47.87 avg price