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Howard Financial Services, Ltd.

Portfolio Manager
Howard Financial Services, Ltd.
Performance
-1.31% (2026 Q1)
AUM (13F)
$888.05M
# of Holdings
222
Performance Rank
Allocation (Top 20)
71.04%

Howard Financial Services, Ltd. Holdings Map

Top 50 Howard Financial Services, Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QUAL
ISHARES TR
10.86%502.9K$96.5M
-0.96%(-4.89K)
2025-Q1: 484.7K shares2025-Q2: 496.9K shares2025-Q3: 505.2K shares2025-Q4: 507.8K shares2026-Q1: 502.9K shares
$131.14(+58.23%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
6.72%1.95M$59.7M
-0.52%(-10.24K)
2025-Q1: 2.07M shares2025-Q2: 2.03M shares2025-Q3: 1.99M shares2025-Q4: 1.96M shares2026-Q1: 1.95M shares
$21.36(+48.37%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
4.86%200.6K$43.1M
+2.46%(+4.82K)
2025-Q1: 185.8K shares2025-Q2: 184.7K shares2025-Q3: 188.7K shares2025-Q4: 195.8K shares2026-Q1: 200.6K shares
$145.19(+57.64%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
4.16%192.3K$36.9M
+0.35%(+672)
2025-Q1: 199.5K shares2025-Q2: 198.7K shares2025-Q3: 196.4K shares2025-Q4: 191.6K shares2026-Q1: 192.3K shares
$116.24(+74.84%)
2026-03-31
SPGP
INVESCO EXCHANGE TRADED FD T
4.13%340.8K$36.7M
+1.59%(+5.34K)
2025-Q1: 354.4K shares2025-Q2: 346.2K shares2025-Q3: 344.9K shares2025-Q4: 335.5K shares2026-Q1: 340.8K shares
$94.50(+23.01%)
2026-03-31
GTO
INVESCO ACTIVELY MANAGED EXC
4.05%768.5K$36.0M
+3.69%(+27.38K)
2025-Q1: 714.8K shares2025-Q2: 711.7K shares2025-Q3: 724.9K shares2025-Q4: 741.1K shares2026-Q1: 768.5K shares
$46.64(+0.52%)
2026-03-31
AAPL
APPLE INC
3.93%137.5K$34.9M
+5.55%(+7.24K)
2025-Q1: 135.0K shares2025-Q2: 132.5K shares2025-Q3: 132.3K shares2025-Q4: 130.3K shares2026-Q1: 137.5K shares
$133.35(+113.11%)
2026-03-31
HTRB
HARTFORD FDS EXCHANGE TRADED
3.75%988.0K$33.3M
+6.61%(+61.29K)
2025-Q1: 868.4K shares2025-Q2: 885.9K shares2025-Q3: 899.0K shares2025-Q4: 926.7K shares2026-Q1: 988.0K shares
$33.98(-0.71%)
2026-03-31
DGRW
WISDOMTREE TR
3.71%375.3K$33.0M
+7.49%(+26.16K)
2025-Q1: 299.8K shares2025-Q2: 334.4K shares2025-Q3: 341.9K shares2025-Q4: 349.2K shares2026-Q1: 375.3K shares
$74.67(+25.87%)
2026-03-31
PTRB
PGIM ETF TR
3.65%779.8K$32.4M
+6.38%(+46.79K)
2025-Q1: 669.2K shares2025-Q2: 664.8K shares2025-Q3: 677.4K shares2025-Q4: 733.0K shares2026-Q1: 779.8K shares
$41.49(+0.04%)
2026-03-31

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