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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
TPLTexas Pacific Land Corporati
Recent Activity
0.21%
$1.493M
1,350 shares@ $1105.96 avg price
IEFAIshares Tr
Recent Activity
Decreased -5.19%
0.2%
$1.463M
20,816 shares@ $70.28 avg price
OKEOneok Inc New
Recent Activity
Increased 4.53%
0.19%
$1.338M
13,324 shares@ $100.41 avg price
BSMBlack Stone Minerals L P
Recent Activity
Decreased -0.08%
0.19%
$1.335M
91,465 shares@ $14.6 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.14%
0.18%
$1.259M
2,391 shares@ $526.66 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 0.31%
0.17%
$1.236M
21,483 shares@ $57.54 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 93.73%
0.17%
$1.178M
5,963 shares@ $197.5 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 0.53%
0.16%
$1.174M
15,864 shares@ $74.02 avg price
DMLPDorchester Minerals Lp
Recent Activity
Increased 0.03%
0.16%
$1.139M
34,177 shares@ $33.34 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 6.77%
0.16%
$1.125M
53,381 shares@ $21.08 avg price