test

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
TSLATesla Motors
Recent Activity
0.17%
$2.479M
6,138 shares@ $403.85 avg price
JNJJohnson & Johnson
Recent Activity
Decreased 0%
0.17%
$2.425M
16,767 shares@ $144.62 avg price
XLUUtilities Select Sector Spdr
Recent Activity
Decreased -2.22%
0.17%
$2.413M
31,876 shares@ $75.69 avg price
MOAltria Group Inc
Recent Activity
0.15%
$2.154M
41,184 shares@ $52.29 avg price
XLFFinancial Select Sector Spdr Fund
Recent Activity
Decreased -2.48%
0.13%
$1.766M
36,536 shares@ $48.34 avg price
XOMExxonmobil
Recent Activity
Decreased -1.21%
0.12%
$1.728M
16,068 shares@ $107.58 avg price
QCOMQualcomm Inc
Recent Activity
0.11%
$1.601M
10,425 shares@ $153.63 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
0.11%
$1.508M
14,850 shares@ $101.54 avg price
PGProcter & Gamble
Recent Activity
Increased 1.21%
0.1%
$1.413M
8,427 shares@ $167.65 avg price
AMGNAmgen Inc.
Recent Activity
Increased 0.1%
0.1%
$1.401M
5,374 shares@ $260.64 avg price