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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
NFLXNetflix Inc
Recent Activity
Increased 16.06%
0.13%
$902,016
1,012 shares@ $891.33 avg price
CADECadence Bank
Recent Activity
Decreased -16.61%
0.12%
$864,351
25,090 shares@ $34.46 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 0.62%
0.12%
$843,485
1,797 shares@ $469.39 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.58%
0.12%
$822,077
897 shares@ $916.48 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.82%
0.12%
$810,622
4,257 shares@ $190.43 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 16.73%
0.11%
$802,180
14,228 shares@ $56.39 avg price
JBIJanus International Group In
Recent Activity
Increased 0.21%
0.11%
$772,808
105,144 shares@ $7.35 avg price
LUVSouthwest Airls Co
Recent Activity
Increased 0.21%
0.11%
$754,992
22,457 shares@ $33.62 avg price
GHCGraham Hldgs Co
Recent Activity
Increased 0.13%
0.1%
$727,616
834 shares@ $872.45 avg price
AMGNAmgen Inc
Recent Activity
Increased 32.51%
0.1%
$724,561
2,780 shares@ $260.64 avg price