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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
MRKMerck & Co Inc
Recent Activity
Decreased -0.21%
0.1%
$722,205
7,260 shares@ $99.48 avg price
JNJJohnson & Johnson
Recent Activity
Increased 34.33%
0.1%
$715,833
4,950 shares@ $144.62 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 23.88%
0.1%
$706,560
2,065 shares@ $342.16 avg price
HDHome Depot Inc
Recent Activity
Increased 13.16%
0.1%
$705,877
1,815 shares@ $388.92 avg price
CAVACava Group Inc
Recent Activity
Increased 1.8%
0.1%
$698,683
6,194 shares@ $112.8 avg price
ABBVAbbvie Inc
Recent Activity
Increased 3.1%
0.1%
$668,096
3,760 shares@ $177.69 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 0.77%
0.09%
$650,863
131 shares@ $4968.42 avg price
GLDSpdr Gold Tr
Recent Activity
0.09%
$647,456
2,674 shares@ $242.14 avg price
CNDTConduent Inc
Recent Activity
Increased 1500%
0.09%
$646,400
160,000 shares@ $4.04 avg price
CVXChevron Corp New
Recent Activity
Increased 30.15%
0.09%
$639,080
4,412 shares@ $144.86 avg price