HoldingsChannel.com
All Stocks Held By Howard Financial Services LTD.
As of  03/31/2024, we find all stocks held by Howard Financial Services LTD. to be as follows, presented in the table below with each row detailing each Howard Financial Services LTD. position, ordered by largest to smallest position size. The all-stocks-held-by-Howard Financial Services LTD. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Howard Financial Services LTD. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (QUAL) 369,040 -1,795 $60,652
     QUAL369,040-1,795$60,652
SCHWAB STRATEGIC TR 602,247 -5,333 $48,559
     SCHD602,247-5,333$48,559
INVESCO EXCHANGE TRADED FD T (RSP) 226,174 -11,673 $38,307
     RSP226,174-11,673$38,307
VANGUARD SPECIALIZED FUNDS (VIG) 172,151 -7,471 $31,436
     VIG172,151-7,471$31,436
APPLE INC 141,718 +38,170 $24,302
     AAPL141,718+38,170$24,302
INVESCO EXCHANGE TRADED FD T (SPGP) 204,668 +23,231 $21,795
     SPGP204,668+23,231$21,795
HARTFORD FDS EXCHANGE TRADED (HTRB) 632,278 +91,245 $21,333
     HTRB632,278+91,245$21,333
INVESCO ACTIVELY MANAGED ETF (GTO) 425,753 +122,783 $19,930
     GTO425,753+122,783$19,930
PGIM ETF TR (PTRB) 456,764 +83,317 $19,001
     PTRB456,764+83,317$19,001
SSGA ACTIVE ETF TR (TOTL) 461,598 +34,223 $18,487
     TOTL461,598+34,223$18,487
FIRST TR EXCHNG TRADED FD VI (FIXD) 413,109 +19,213 $18,012
     FIXD413,109+19,213$18,012
ISHARES TR (IQLT) 446,226 +10,431 $17,697
     IQLT446,226+10,431$17,697
PACER FDS TR 318,076 +30,222 $15,637
     CALF318,076+30,222$15,637
VANGUARD WHITEHALL FDS (VIGI) 176,285 +2,651 $14,373
     VIGI176,285+2,651$14,373
SCHWAB STRATEGIC TR 367,427 +15,839 $13,084
     FNDF367,427+15,839$13,084
SPDR S&P 500 ETF TR (SPY) 23,194 -1,499 $12,132
     SPY23,194-1,499$12,132
FIRST TR EXCHANGE TRADED FD (RDVY) 193,969 +10,508 $10,895
     RDVY193,969+10,508$10,895
WISDOMTREE TR 368,736 +8,669 $10,863
     XSOE368,736+8,669$10,863
SPDR SER TR (SJNK) 367,475 +116,946 $9,268
     SJNK367,475+116,946$9,268
NVIDIA CORPORATION 8,748 +251 $7,904
     NVDA8,748+251$7,904
INVESCO QQQ TR 17,309 -89 $7,685
     QQQ17,309-89$7,685
WISDOMTREE TR 94,685 +2,068 $7,214
     DGRW94,685+2,068$7,214
MICROSOFT CORP 16,315 -79 $6,864
     MSFT16,315-79$6,864
CHIPOTLE MEXICAN GRILL INC 1,855 +2 $5,392
     CMG1,855+2$5,392
J P MORGAN EXCHANGE TRADED F (JPST) 104,570 -1,349 $5,276
     JPST104,570-1,349$5,276
BERKSHIRE HATHAWAY INC DEL      $5,270
     BRK.B12,532+112$5,270
VANECK ETF TRUST (ANGL) 152,843 +39,956 $4,436
     ANGL152,843+39,956$4,436
AMAZON COM INC 24,124 +326 $4,352
     AMZN24,124+326$4,352
FIRST TR EXCH TRADED FD III (FPE) 247,965 +51,091 $4,295
     FPE247,965+51,091$4,295
LATTICE STRATEGIES TR 144,389 -10,347 $4,043
     RODM144,389-10,347$4,043
SPDR SER TR (BIL) 42,626 +12,941 $3,913
     BIL42,626+12,941$3,913
VANECK ETF TRUST (MOAT) 39,051 +14,134 $3,511
     MOAT39,051+14,134$3,511
PEPSICO INC 17,845 -20 $3,123
     PEP17,845-20$3,123
VANGUARD INDEX FDS (VTI) 10,653 +1,489 $2,769
     VTI10,653+1,489$2,769
SCHWAB STRATEGIC TR 66,650 -815 $2,601
     SCHF66,650-815$2,601
ENERGY TRANSFER L P 162,702 +2,898 $2,559
     ET162,702+2,898$2,559
ENTERPRISE PRODS PARTNERS L 87,675 +1,371 $2,558
     EPD87,675+1,371$2,558
VANGUARD BD INDEX FDS (BSV) 33,341 +2,819 $2,556
     BSV33,341+2,819$2,556
ISHARES TR (IVV) 4,763 -259 $2,504
     IVV4,763-259$2,504
SCHWAB STRATEGIC TR 78,000 +10,315 $1,969
     SCHE78,000+10,315$1,969
EXXON MOBIL CORP 14,439 +69 $1,678
     XOM14,439+69$1,678
ISHARES TR (IEFA) 22,575 -201 $1,676
     IEFA22,575-201$1,676
SABINE RTY TR 25,745 +182 $1,627
     SBR25,745+182$1,627
JANUS INTERNATIONAL GROUP IN 104,926 UNCH $1,588
     JBI104,926UNCH$1,588
BLACK STONE MINERALS L P 91,340 -5,877 $1,460
     BSM91,340-5,877$1,460
CADENCE BANK 50,090 UNCH $1,453
     CADE50,090UNCH$1,453
BROADCOM INC 1,061 -25 $1,406
     AVGO1,061-25$1,406
SCHWAB CHARLES CORP      $1,405
     SCHW15,085+19$1,091
     Call25,000-10,000$314
INDEPENDENT BANK GROUP INC 27,698 +216 $1,264
     IBTX27,698+216$1,264
MASTERCARD INCORPORATED 2,619 +105 $1,261
     MA2,619+105$1,261
SPDR INDEX SHS FDS (SPDW) 34,105 UNCH $1,222
     SPDW34,105UNCH$1,222
JPMORGAN CHASE & CO 6,015 +120 $1,205
     JPM6,015+120$1,205
J P MORGAN EXCHANGE TRADED F (JEPI) 20,693 -1,170 $1,197
     JEPI20,693-1,170$1,197
DORCHESTER MINERALS LP 34,156 +8 $1,152
     DMLP34,156+8$1,152
ONEOK INC NEW 14,321 -35 $1,148
     OKE14,321-35$1,148
ALPHABET INC 7,080 +489 $1,069
     GOOGL7,080+489$1,069
SCHWAB STRATEGIC TR 18,124 +45 $1,034
     FNDA18,124+45$1,034
ISHARES TR (SHY) 11,984 -500 $980
     SHY11,984-500$980
MERCK & CO INC 7,253 +87 $957
     MRK7,253+87$957
NORTHROP GRUMMAN CORP 1,796 +2 $860
     NOC1,796+2$860
TESLA INC 4,864 +882 $855
     TSLA4,864+882$855
MPLX LP 20,437 +20,437 $849
     MPLX20,437+20,437$849
VIPER ENERGY INC 20,362 UNCH $783
     VNOM20,362UNCH$783
ISHARES TR (IJH) 12,813 +10,222 $778
     IJH12,813+10,222$778
ALPHABET INC 5,027 +81 $765
     GOOG5,027+81$765
ISHARES TR (AGG) 7,458 +9 $730
     AGG7,458+9$730
PIONEER NAT RES CO 2,651 -155 $696
     PXD2,651-155$696
J P MORGAN EXCHANGE TRADED F (JEPQ) 12,499 -522 $678
     JEPQ12,499-522$678
SOUTHWEST AIRLS CO 22,765 +149 $665
     LUV22,765+149$665
DIREXION SHS ETF TR (SOXS) 200,000 +170,000 $642
     SOXS200,000+170,000$642
GRAHAM HLDGS CO 829 +2 $637
     GHC829+2$637
COSTCO WHSL CORP NEW 865 -5 $634
     COST865-5$634
ABBVIE INC 3,299 -505 $601
     ABBV3,299-505$601
ISHARES INC (IEMG) 11,610 -63 $599
     IEMG11,610-63$599
AMGEN INC 2,038 -9 $579
     AMGN2,038-9$579
HOME DEPOT INC 1,485 +162 $570
     HD1,485+162$570
INTERNATIONAL BUSINESS MACHS 2,950 -8 $563
     IBM2,950-8$563
JOHNSON & JOHNSON 3,544 -63 $561
     JNJ3,544-63$561
SPDR GOLD TR (GLD) 2,619 -423 $539
     GLD2,619-423$539
TWO HBRS INVT CORP 39,657 +903 $525
     TWO39,657+903$525
NETFLIX INC 862 +1 $524
     NFLX862+1$524
CHEVRON CORP NEW 3,319 +1 $523
     CVX3,319+1$523
AGNC INVT CORP 52,474 +610 $519
     AGNC52,474+610$519
VANGUARD INDEX FDS (VNQ) 5,845 +49 $505
     VNQ5,845+49$505
ISHARES TR (ESGU) 4,386 +22 $504
     ESGU4,386+22$504
ANNALY CAPITAL MANAGEMENT IN 25,580 +210 $504
     NLY25,580+210$504
WALMART INC 8,158 +5,409 $491
     WMT8,158+5,409$491
SIREN ETF TR (LEAD) 7,161 -576 $473
     LEAD7,161-576$473
BOOKING HOLDINGS INC 130 +1 $472
     BKNG130+1$472
META PLATFORMS INC 973 +13 $472
     META973+13$472
VANGUARD INDEX FDS (VOO) 976 +2 $469
     VOO976+2$469
ISHARES TR (SHV) 4,143 UNCH $458
     SHV4,143UNCH$458
CISCO SYS INC 9,060 -610 $452
     CSCO9,060-610$452
DIREXION SHS ETF TR (MIDU) 8,000 UNCH $449
     MIDU8,000UNCH$449
SPDR SER TR (SLYV) 5,383 +4 $447
     SLYV5,383+4$447
NORFOLK SOUTHN CORP 1,719 UNCH $438
     NSC1,719UNCH$438
SPDR SER TR (SPYD) 10,702 UNCH $436
     SPYD10,702UNCH$436
CAVA GROUP INC 6,085 UNCH $426
     CAVA6,085UNCH$426
CONOCOPHILLIPS 3,302 -735 $420
     COP3,302-735$420
NXP SEMICONDUCTORS N V 1,692 -11 $419
     NXPI1,692-11$419
VISA INC 1,494 -3 $417
     V1,494-3$417
BLACKSTONE INC 3,145 +1 $413
     BX3,145+1$413
INTEL CORP 9,048 -328 $400
     INTC9,048-328$400
COCA COLA CO 6,538 +45 $400
     KO6,538+45$400
VANGUARD INDEX FDS (VXF) 2,210 +5 $387
     VXF2,210+5$387
TEXAS INSTRS INC 2,178 +1 $379
     TXN2,178+1$379
UBER TECHNOLOGIES INC 4,886 +67 $376
     UBER4,886+67$376
YUM BRANDS INC 2,701 +3 $374
     YUM2,701+3$374
PHILIP MORRIS INTL INC 3,911 -455 $358
     PM3,911-455$358
DIREXION SHS ETF TR (FNGG) 3,028 UNCH $353
     FNGG3,028UNCH$353
PFIZER INC 12,554 +495 $348
     PFE12,554+495$348
INTUITIVE SURGICAL INC 853 -6 $340
     ISRG853-6$340
ISHARES TR (IWM) 1,615 -155 $340
     IWM1,615-155$340
ISHARES TR (IVW) 4,002 -250 $338
     IVW4,002-250$338
MANAGED PORTFOLIO SERIES 11,727 +1,612 $328
     TPYP11,727+1,612$328
NORTHERN OIL & GAS INC 8,214 UNCH $326
     NOG8,214UNCH$326
ELI LILLY & CO 405 -5 $315
     LLY405-5$315
DIAMONDBACK ENERGY INC 1,584 +123 $314
     FANG1,584+123$314
SELECT SECTOR SPDR TR (XLK) 1,499 UNCH $312
     XLK1,499UNCH$312
LULULEMON ATHLETICA INC 791 UNCH $309
     LULU791UNCH$309
SPDR INDEX SHS FDS (GNR) 5,294 UNCH $307
     GNR5,294UNCH$307
ISHARES GOLD TR (IAU) 7,238 +365 $304
     IAU7,238+365$304
PALO ALTO NETWORKS INC 1,070 +9 $304
     PANW1,070+9$304
VANGUARD WORLD FD (VGT) 572 +572 $300
     VGT572+572$300
PROCTER AND GAMBLE CO 1,832 +75 $297
     PG1,832+75$297
LOCKHEED MARTIN CORP 647 +78 $295
     LMT647+78$295
ASTRAZENECA PLC 4,240 -3,994 $287
     AZN4,240-3,994$287
DIREXION SHS ETF TR (QQQE) 3,191 -85 $285
     QQQE3,191-85$285
DYNEX CAP INC 21,592 -417 $269
     DX21,592-417$269
PALANTIR TECHNOLOGIES INC 11,626 +1,207 $268
     PLTR11,626+1,207$268
BANK AMERICA CORP 6,763 -994 $256
     BAC6,763-994$256
ALTRIA GROUP INC 5,801 -35 $253
     MO5,801-35$253
HONEYWELL INTL INC 1,216 -367 $250
     HON1,216-367$250
AMERICAN EXPRESS CO 1,085 +1,085 $247
     AXP1,085+1,085$247
STAR HLDGS 19,000 +19,000 $245
     STHO19,000+19,000$245
MORGAN STANLEY 2,545 +84 $240
     MS2,545+84$240
TRIUMPH FINANCIAL INC 3,000 UNCH $238
     TFIN3,000UNCH$238
SELECT SECTOR SPDR TR (XLE) 2,495 +102 $236
     XLE2,495+102$236
GRANITE RIDGE RESOURCES INC 35,621 -17,000 $232
     GRNT35,621-17,000$232
FIRST TR EXCHANGE TRADED FD (EMLP) 7,830 +136 $231
     EMLP7,830+136$231
VERIZON COMMUNICATIONS INC 5,445 -17 $228
     VZ5,445-17$228
INVESCO EXCH TRADED FD TR II (QQQM) 1,224 +1,224 $224
     QQQM1,224+1,224$224
EOG RES INC 1,698 +1,698 $217
     EOG1,698+1,698$217
NIKE INC 2,311 -50 $217
     NKE2,311-50$217
ISHARES TR (IWF) 642 +642 $216
     IWF642+642$216
SPDR INDEX SHS FDS (SPEM) 5,883 -45 $213
     SPEM5,883-45$213
ISHARES TR (EFA) 2,633 -778 $210
     EFA2,633-778$210
ISHARES INC (EMXC) 3,563 +3,563 $205
     EMXC3,563+3,563$205
ISHARES TR (IHI) 3,505 +3,505 $205
     IHI3,505+3,505$205
CROWDSTRIKE HLDGS INC 629 +629 $202
     CRWD629+629$202
ISHARES TR (CRBN) 1,120 +1,120 $201
     CRBN1,120+1,120$201
GANNETT CO INC 80,000 UNCH $195
     GCI80,000UNCH$195
SPROTT PHYSICAL GOLD TR 10,090 +10,090 $175
     PHYS10,090+10,090$175
HANESBRANDS INC 22,268 UNCH $129
     HBI22,268UNCH$129
EZCORP INC 10,000 UNCH $113
     EZPW10,000UNCH$113
LUMINAR TECHNOLOGIES INC 50,000 +25,000 $98
     LAZR50,000+25,000$98
VS TRUST 10,000 +10,000 $87
     UVIX10,000+10,000$87
MFS MULTIMARKET INCOME TR 10,000 UNCH $46
     MMT10,000UNCH$46
CONDUENT INC 10,000 +0 $34
     CNDT10,000UNCH$34
GOODYEAR TIRE & RUBR CO $0 (exited)
     GT0-19,475$0
ISHARES TR $0 (exited)
     IUSB0-6,049$0
SPDR S&P MIDCAP 400 ETF TR $0 (exited)
     MDY0-790$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHO0-8,156$0
PROSHARES TR $0 (exited)
     SQQQ0-10,000$0
UNION PAC CORP $0 (exited)
     UNP0-819$0
WESTERN ALLIANCE BANCORP 0 -5,000 $0 (exited)
     Call0-5,000$0

See Summary: Howard Financial Services LTD. Top Holdings
See Details: Top 10 Stocks Held By Howard Financial Services LTD.

EntityShares/Amount
Change
Position Value
Change
MPLX +20,437+$849
VGT +572+$300
AXP +1,085+$247
STHO +19,000+$245
QQQM +1,224+$224
EOG +1,698+$217
IWF +642+$216
EMXC +3,563+$205
IHI +3,505+$205
CRWD +629+$202
EntityShares/Amount
Change
Position Value
Change
MDY -790-$401
SCHO -8,156-$395
IUSB -6,049-$279
GT -19,475-$279
WAL -5,000-$206
UNP -819-$201
SQQQ -10,000-$134
EntityShares/Amount
Change
Position Value
Change
SOXS +170,000+$467
GTO +122,783+$5,618
SJNK +116,946+$2,970
HTRB +91,245+$2,922
PTRB +83,317+$3,335
FPE +51,091+$976
ANGL +39,956+$1,187
AAPL +38,170+$4,366
TOTL +34,223+$1,285
CALF +30,222+$1,811
EntityShares/Amount
Change
Position Value
Change
GRNT -17,000-$85
RSP -11,673+$775
RODM -10,347-$200
SCHW -9,981-$20
VIG -7,471+$828
BSM -5,877-$92
SCHD -5,333+$2,304
AZN -3,994-$268
QUAL -1,795+$6,087
Size ($ in 1000's)
At 03/31/2024: $580,535
At 12/31/2023: $518,736

Howard Financial Services LTD. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Howard Financial Services LTD. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Howard Financial Services LTD. | www.HoldingsChannel.com

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