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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
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -2.91%
0.16%
$1.103M
32,329 shares@ $34.13 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 3.46%
0.15%
$1.102M
14,567 shares@ $75.63 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 100.94%
0.15%
$1.089M
36,665 shares@ $29.7 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.15%
$1.084M
22,675 shares@ $47.82 avg price
METAMeta Platforms Inc
Recent Activity
Increased 73.34%
0.15%
$1.039M
1,775 shares@ $585.63 avg price
IBMInternational Business Machs
Recent Activity
Increased 1.4%
0.14%
$1.022M
4,648 shares@ $219.84 avg price
VNOMViper Energy Inc
Recent Activity
0.14%
$994,241
20,262 shares@ $49.07 avg price
WMTWalmart Inc
Recent Activity
Increased 26.59%
0.14%
$984,333
10,895 shares@ $90.35 avg price
VOOVanguard Index Fds
Recent Activity
Increased 61.89%
0.14%
$961,380
1,784 shares@ $538.9 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 107.24%
0.13%
$918,966
4,901 shares@ $187.51 avg price