Top 50 Howard Financial Services, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 10.86% | 502.9K | $96.5M | -0.96%(-4.89K) | $131.14(+58.23%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.72% | 1.95M | $59.7M | -0.52%(-10.24K) | $21.36(+48.37%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.86% | 200.6K | $43.1M | +2.46%(+4.82K) | $145.19(+57.64%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.16% | 192.3K | $36.9M | +0.35%(+672) | $116.24(+74.84%) | 2026-03-31 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 4.13% | 340.8K | $36.7M | +1.59%(+5.34K) | $94.50(+23.01%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 4.05% | 768.5K | $36.0M | +3.69%(+27.38K) | $46.64(+0.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.93% | 137.5K | $34.9M | +5.55%(+7.24K) | $133.35(+113.11%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 3.75% | 988.0K | $33.3M | +6.61%(+61.29K) | $33.98(-0.71%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.71% | 375.3K | $33.0M | +7.49%(+26.16K) | $74.67(+25.87%) | 2026-03-31 | |
| PTRB | PGIM ETF TR | 3.65% | 779.8K | $32.4M | +6.38%(+46.79K) | $41.49(+0.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.44% | +27.51% |
| Top 20 Holdings Unweighted | +8.47% | +27.64% |
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