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Jason Kaplan

@Howard Capital Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.462BTotal holdings138
Assets growth rate2.69%Assets growth rate (2-Q avg)3.84%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Capital Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Howard Capital Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.462B in assets, with a quarterly growth rate of 2.69% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Jason Kaplan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGAlphabet Inc. Class C
Recent Activity
Decreased -1.77%
0.8%
$11.623M
61,035 shares@ $190.44 avg price
IYGIshares Us Financial Ser Etf
Recent Activity
Decreased -0.48%
0.61%
$8.862M
113,892 shares@ $77.82 avg price
XLVSpdr Select Sector Health Care Etf
Recent Activity
Increased 0.41%
0.53%
$7.613M
55,337 shares@ $137.57 avg price
XLPSpdr Fund Consumer Staples Etf
Recent Activity
Decreased -1.75%
0.41%
$5.873M
74,707 shares@ $78.61 avg price
IBBIshares Biotechnology Etf
Recent Activity
Decreased -0.18%
0.4%
$5.753M
43,512 shares@ $132.21 avg price
XLYSpdr Fund Consumer Discre Sel Etf
Recent Activity
Decreased -3.18%
0.31%
$4.396M
19,596 shares@ $224.35 avg price
PMPhilip Morris Intl
Recent Activity
0.26%
$3.776M
31,374 shares@ $120.36 avg price
QQQInvesco Qqq Trust
Recent Activity
Decreased -2.66%
0.23%
$3.269M
6,395 shares@ $511.24 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Increased 14.88%
0.19%
$2.685M
5,924 shares@ $453.29 avg price
AXPAmerican Express Co
Recent Activity
Decreased -2.19%
0.18%
$2.501M
8,426 shares@ $296.8 avg price