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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
VVisa Inc
Recent Activity
Increased 114.01%
0.09%
$623,005
1,971 shares@ $316.09 avg price
IEMGIshares Inc
Recent Activity
Increased 0.02%
0.09%
$611,999
11,720 shares@ $52.22 avg price
ESGUIshares Tr
Recent Activity
Increased 0.17%
0.09%
$607,782
4,718 shares@ $128.83 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 14.91%
0.09%
$601,561
10,162 shares@ $59.2 avg price
SHYIshares Tr
Recent Activity
Decreased -46.47%
0.08%
$570,377
6,958 shares@ $81.98 avg price
FNGGDirexion Shs Etf Tr
Recent Activity
0.08%
$544,995
3,028 shares@ $179.99 avg price
NLYAnnaly Capital Management In
Recent Activity
New Position
0.08%
$527,468
28,823 shares@ $18.31 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.07%
$496,681
1,697 shares@ $292.69 avg price
AGNCAgnc Invt Corp
Recent Activity
Increased 195.21%
0.07%
$495,815
53,834 shares@ $9.22 avg price
LLYEli Lilly & Co
Recent Activity
Increased 46.98%
0.07%
$488,037
632 shares@ $772.22 avg price