HOWARD FINANCIAL SERVICES, LTD.
CIK: 0001768130SEC EDGAR →
Portfolio Value
$812K
Holdings
205
As of
Q4 2025
New Positions
205
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 507,751 | $101K | 12.42% |
| 2 | SCHWAB STRATEGIC TR | 1,955,537 | $54K | 6.61% |
| 3 | VANGUARD SPECIALIZED FUNDS | 195,818 | $43K | 5.30% |
| 4 | INVESCO EXCHANGE TRADED FD T | 335,500 | $38K | 4.70% |
| 5 | INVESCO EXCHANGE TRADED FD T | 191,639 | $37K | 4.52% |
| 6 | APPLE INC | 130,295 | $35K | 4.36% |
| 7 | INVESCO ACTIVELY MANAGED EXC | 741,142 | $35K | 4.33% |
| 8 | HARTFORD FDS EXCHANGE TRADED | 926,744 | $32K | 3.90% |
| 9 | WISDOMTREE TR | 349,177 | $31K | 3.85% |
| 10 | PGIM ETF TR | 732,998 | $31K | 3.79% |
Quarterly Changes
New Positions (205)
$101K · 508K shares
$54K · 2.0M shares
$43K · 196K shares
$38K · 336K shares
$37K · 192K shares
$35K · 130K shares
$35K · 741K shares
$32K · 927K shares
$31K · 349K shares
$31K · 733K shares
$21K · 840K shares
$21K · 526K shares
$21K · 649K shares
$20K · 448K shares
$18K · 616K shares
$18K · 391K shares
$17K · 243K shares
$16K · 174K shares
$15K · 78K shares
$12K · 307K shares
$11K · 23K shares
$9K · 210K shares
$9K · 175K shares
$9K · 85K shares
$7K · 29K shares
$7K · 361K shares
$5K · 15K shares
$5K · 68K shares
$4K · 12K shares
$4K · 42K shares
$4K · 119K shares
$3K · 94K shares
$3K · 93K shares
$3K · 11K shares
$3K · 188K shares
$3K · 37K shares
$3K · 36K shares
$3K · 6K shares
$3K · 62K shares
$3K · 82K shares
$2K · 102K shares
$2K · 20K shares
$2K · 14K shares
$2K · 45K shares
$2K · 16K shares
$2K · 6K shares
$2K · 37K shares
$2K · 17K shares
$2K · 19K shares
$2K · 5K shares
$2K · 5K shares
$2K · 16K shares
$1K · 5K shares
$1K · 4K shares
$1K · 11K shares
$1K · 32K shares
$1K · 92K shares
$1K · 4K shares
$1K · 37K shares
$1K · 51K shares
$1K · 26K shares
$1K · 20K shares
$996 · 22K shares
$991 · 11K shares
$983 · 915 shares
$979 · 19K shares
$939 · 23K shares
$938 · 42K shares
$934 · 5K shares
$923 · 841 shares
$922 · 13K shares
$906 · 2K shares
$883 · 2K shares
$821 · 11K shares
$821 · 8K shares
$815 · 90K shares
$802 · 930 shares
$801 · 5K shares
$786 · 12K shares
$779 · 73K shares
$754 · 1 shares
$749 · 140 shares
$741 · 3K shares
$720 · 12K shares
$709 · 5K shares
$686 · 105K shares
$667 · 4K shares
$651 · 1K shares
$649 · 2K shares
$635 · 4K shares
$633 · 2K shares
$630 · 2K shares
$617 · 984 shares
$604 · 2K shares
$592 · 9K shares
$583 · 5K shares
$582 · 8K shares
$551 · 973 shares
$538 · 1K shares
$538 · 8K shares
$536 · 2K shares
$526 · 2K shares
$519 · 6K shares
$516 · 9K shares
$515 · 6K shares
$515 · 44K shares
$510 · 6K shares
$504 · 4K shares
$501 · 9K shares
$487 · 6K shares
$484 · 11K shares
$465 · 5K shares
$456 · 12K shares
$441 · 4K shares
$432 · 11K shares
$429 · 2K shares
$423 · 2K shares
$417 · 3K shares
$412 · 80K shares
$407 · 2K shares
$406 · 8K shares
$403 · 5K shares
$397 · 2K shares
$397 · 16K shares
$396 · 3K shares
$389 · 4K shares
$389 · 8K shares
$388 · 2K shares
$385 · 4K shares
$382 · 4K shares
$377 · 4K shares
$367 · 5K shares
$358 · 2K shares
$357 · 8K shares
$357 · 6K shares
$356 · 6K shares
$353 · 469 shares
$342 · 5K shares
$332 · 2K shares
$332 · 9K shares
$331 · 8K shares
$325 · 3K shares
$323 · 368 shares
$321 · 894 shares
$319 · 4K shares
$319 · 558 shares
$318 · 550 shares
$314 · 8K shares
$311 · 1K shares
$310 · 3K shares
$307 · 2K shares
$304 · 7K shares
$298 · 3K shares
$292 · 3K shares
$290 · 4K shares
$288 · 12K shares
$285 · 603 shares
$284 · 1K shares
$269 · 4K shares
$268 · 11K shares
$268 · 5K shares
$268 · 2K shares
$266 · 3K shares
$264 · 2K shares
$263 · 1K shares
$255 · 1K shares
$255 · 1K shares
$254 · 772 shares
$253 · 3K shares
$252 · 3K shares
$235 · 916 shares
$231 · 758 shares
$230 · 2K shares
$229 · 1K shares
$228 · 3K shares
$225 · 2K shares
$224 · 821 shares
$224 · 4K shares
$221 · 459 shares
$221 · 7K shares
$219 · 3K shares
$219 · 27K shares
$216 · 3K shares
$216 · 617 shares
$216 · 748 shares
$214 · 2K shares
$213 · 611 shares
$211 · 2K shares
$210 · 6K shares
$209 · 907 shares
$207 · 2K shares
$206 · 4K shares
$134 · 30K shares
$103 · 33K shares
$80 · 29K shares
$45 · 30K shares
$25 · 13K shares
$19 · 10K shares
$16 · 25K shares
$10 · 17K shares
$7 · 15K shares
$4 · 7K shares
$1 · 2K shares
$1 · 2K shares
$1 · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $648K | 79.8% |
| Technology | 26 | $80K | 9.8% |
| Energy | 16 | $25K | 3.0% |
| Consumer Cyclical | 12 | $17K | 2.0% |
| Unknown | 12 | $13K | 1.6% |
| Communication Services | 7 | $7K | 0.9% |
| Consumer Defensive | 8 | $7K | 0.8% |
| Healthcare | 14 | $7K | 0.8% |
| Industrials | 13 | $6K | 0.7% |
| Real Estate | 3 | $2K | 0.2% |
| Utilities | 4 | $864 | 0.1% |
| Basic Materials | 2 | $481 | 0.1% |