$436 Million is the total value of HOWARD FINANCIAL SERVICES, LTD.'s 150 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $44,266,558 | -1.9% | 335,887 | +0.4% | 10.15% | -5.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $43,724,111 | -0.5% | 617,921 | +2.1% | 10.02% | -4.4% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $40,274,378 | -6.3% | 284,243 | -1.0% | 9.23% | -9.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $26,799,972 | -3.2% | 172,480 | +1.2% | 6.14% | -7.0% |
| HTRB | Buy | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $14,840,879 | +14.8% | 462,477 | +19.5% | 3.40% | +10.3% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $14,492,957 | -4.0% | 431,210 | +1.7% | 3.32% | -7.7% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $14,295,474 | +22.7% | 339,923 | +28.8% | 3.28% | +17.9% |
| AAPL | Buy | APPLE INC | $14,047,073 | -3.3% | 82,046 | +9.5% | 3.22% | -7.1% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $13,110,942 | +20.4% | 339,222 | +26.3% | 3.01% | +15.7% |
| Buy | PGIM ETF TRtotal return bon | $12,680,887 | +20.6% | 319,138 | +25.5% | 2.91% | +15.9% | |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $12,061,942 | -1.2% | 169,101 | +4.0% | 2.76% | -5.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,873,883 | -6.0% | 25,437 | -2.6% | 2.49% | -9.7% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $10,816,414 | +8.7% | 118,549 | +8.2% | 2.48% | +4.5% |
| CALF | Buy | PACER FDS TRpacer us small | $10,349,225 | +11.0% | 248,183 | +8.3% | 2.37% | +6.7% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $10,330,408 | +6.0% | 326,189 | +8.1% | 2.37% | +1.8% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $8,928,364 | -0.3% | 334,772 | +4.5% | 2.05% | -4.2% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $8,244,027 | +51.0% | 184,719 | +57.2% | 1.89% | +45.0% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $7,699,002 | -0.0% | 167,552 | +2.5% | 1.76% | -4.0% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $5,995,490 | -7.4% | 119,480 | -7.5% | 1.38% | -10.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,912,267 | -0.1% | 16,502 | +3.0% | 1.36% | -4.0% |
| MSFT | Buy | MICROSOFT CORP | $5,014,888 | +1.4% | 15,882 | +9.4% | 1.15% | -2.5% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $4,437,961 | -1.6% | 69,900 | +3.4% | 1.02% | -5.4% |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $4,323,621 | -10.1% | 168,562 | -7.8% | 0.99% | -13.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,791,297 | +268.2% | 10,823 | +258.4% | 0.87% | +253.3% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $3,723,691 | +23.1% | 137,609 | +26.3% | 0.85% | +18.3% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $3,569,265 | +19.0% | 145,923 | +20.2% | 0.82% | +14.4% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,392,549 | -14.4% | 1,852 | 0.0% | 0.78% | -17.7% | |
| PEP | Buy | PEPSICO INC | $3,031,740 | -4.6% | 17,893 | +4.3% | 0.70% | -8.3% |
| AMZN | Buy | AMAZON COM INC | $2,923,633 | +13.0% | 22,999 | +15.8% | 0.67% | +8.4% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,458,247 | +75.4% | 153,929 | +75.4% | 0.56% | +68.9% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,302,199 | -5.2% | 67,792 | -0.5% | 0.53% | -8.8% |
| ET | Buy | ENERGY TRANSFER L P | $2,242,857 | +10.8% | 159,862 | +0.3% | 0.51% | +6.4% |
| IVV | New | ISHARES TRcore s&p500 etf | $2,011,450 | – | 4,684 | +100.0% | 0.46% | – |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $1,916,429 | -2.8% | 80,051 | 0.0% | 0.44% | -6.6% | |
| NVDA | Buy | NVIDIA CORPORATION | $1,893,741 | +16.9% | 4,354 | +13.7% | 0.43% | +12.1% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,807,088 | +12.6% | 23,828 | +18.5% | 0.41% | +8.1% |
| BSM | Buy | BLACK STONE MINERALS L P | $1,675,838 | +8.1% | 97,263 | +0.1% | 0.38% | +3.8% |
| SBR | Buy | SABINE RTY TRunit ben int | $1,673,859 | +0.1% | 25,458 | +0.2% | 0.38% | -3.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,669,552 | +24.2% | 22,210 | +24.9% | 0.38% | +19.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,600,573 | +7.6% | 58,479 | +3.5% | 0.37% | +3.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,450,288 | +28.7% | 12,334 | +17.4% | 0.33% | +23.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,403,387 | -6.0% | 21,809 | -1.4% | 0.32% | -9.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,332,590 | -0.6% | 6,274 | +3.1% | 0.31% | -4.4% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $1,318,671 | +20.9% | 14,361 | +20.9% | 0.30% | +16.2% |
| CADENCE BANK | $1,275,110 | +8.0% | 60,090 | 0.0% | 0.29% | +3.5% | ||
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,150,597 | -2.1% | 21,482 | +1.1% | 0.26% | -5.7% |
| JBI | JANUS INTERNATIONAL GROUP IN | $1,122,708 | +0.4% | 104,926 | 0.0% | 0.26% | -3.7% | |
| IBTX | Buy | INDEPENDENT BANK GROUP INC | $1,081,865 | +15.5% | 27,354 | +0.9% | 0.25% | +11.2% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,055,372 | +41.8% | 13,034 | +42.0% | 0.24% | +36.0% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $1,041,438 | -4.7% | 33,584 | 0.0% | 0.24% | -8.4% | |
| DMLP | Buy | DORCHESTER MINERALS LP | $1,000,586 | -2.7% | 34,444 | +0.3% | 0.23% | -6.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $986,568 | +17.6% | 2,492 | +16.8% | 0.23% | +13.0% |
| OKE | Buy | ONEOK INC NEW | $894,426 | +9.0% | 14,101 | +6.1% | 0.20% | +4.6% |
| TSLA | Buy | TESLA INC | $888,531 | +6.6% | 3,551 | +11.5% | 0.20% | +2.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $889,586 | +25.4% | 6,798 | +14.7% | 0.20% | +20.7% |
| AVGO | Buy | BROADCOM INC | $881,238 | -2.6% | 1,061 | +1.6% | 0.20% | -6.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $844,721 | +16.3% | 5,825 | +16.6% | 0.19% | +12.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $823,036 | -10.6% | 14,992 | -7.7% | 0.19% | -14.1% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $798,367 | -3.6% | 16,465 | +0.3% | 0.18% | -7.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $784,244 | +2.3% | 1,782 | +5.9% | 0.18% | -1.6% |
| MRK | Buy | MERCK & CO INC | $656,409 | -10.5% | 6,376 | +0.3% | 0.15% | -14.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $640,923 | +26.4% | 4,861 | +16.0% | 0.15% | +21.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $618,888 | -5.1% | 2,482 | -0.4% | 0.14% | -9.0% |
| PXD | Buy | PIONEER NAT RES CO | $616,117 | +26.7% | 2,684 | +14.4% | 0.14% | +21.6% |
| J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $611,076 | -3.0% | 13,021 | 0.0% | 0.14% | -6.7% | ||
| LUV | Buy | SOUTHWEST AIRLS CO | $608,842 | -18.1% | 22,491 | +9.5% | 0.14% | -20.9% |
| SHV | Sell | ISHARES TRshort treas bd | $607,585 | -20.5% | 5,500 | -20.5% | 0.14% | -23.6% |
| VNOM | VIPER ENERGY PARTNERS LP | $567,684 | +3.9% | 20,362 | 0.0% | 0.13% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $557,608 | -4.7% | 8,234 | +0.7% | 0.13% | -8.6% |
| AGG | New | ISHARES TRcore us aggbd et | $554,930 | – | 5,901 | +100.0% | 0.13% | – |
| ABBV | Buy | ABBVIE INC | $539,671 | +20.4% | 3,620 | +8.8% | 0.12% | +15.9% |
| CVX | Buy | CHEVRON CORP NEW | $529,588 | +20.8% | 3,141 | +12.7% | 0.12% | +15.2% |
| AMGN | Sell | AMGEN INC | $522,645 | +19.4% | 1,945 | -1.4% | 0.12% | +15.4% |
| IEMG | ISHARES INCcore msci emkt | $523,633 | -3.4% | 11,003 | 0.0% | 0.12% | -7.0% | |
| GLD | Buy | SPDR GOLD TR | $519,665 | +21.7% | 3,031 | +26.6% | 0.12% | +16.7% |
| COST | New | COSTCO WHSL CORP NEW | $483,054 | – | 855 | +100.0% | 0.11% | – |
| Buy | TWO HBRS INVT CORP | $485,918 | -1.9% | 36,701 | +2.8% | 0.11% | -5.9% | |
| CSCO | Buy | CISCO SYS INC | $479,466 | +10.6% | 8,919 | +6.4% | 0.11% | +6.8% |
| GHC | Buy | GRAHAM HLDGS CO | $480,965 | +2.3% | 825 | +0.2% | 0.11% | -1.8% |
| COP | Buy | CONOCOPHILLIPS | $471,025 | +17.7% | 3,932 | +1.8% | 0.11% | +13.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $463,622 | -4.7% | 2,977 | +1.3% | 0.11% | -8.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $464,337 | -8.4% | 6,137 | +1.1% | 0.11% | -12.4% |
| LEAD | Buy | SIREN ETF TRdivcn ldrs etf | $430,534 | -2.5% | 7,857 | +0.4% | 0.10% | -5.7% |
| AGNC | Buy | AGNC INVT CORP | $428,322 | -4.0% | 45,373 | +3.0% | 0.10% | -7.5% |
| HD | Buy | HOME DEPOT INC | $426,466 | +64.8% | 1,411 | +69.4% | 0.10% | +58.1% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $417,516 | -3.5% | 22,196 | +2.6% | 0.10% | -6.8% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $408,242 | -5.4% | 8,525 | -5.1% | 0.09% | -8.7% |
| ESGU | ISHARES TResg awr msci usa | $403,784 | -3.6% | 4,300 | 0.0% | 0.09% | -7.0% | |
| WMT | Sell | WALMART INC | $406,866 | -5.4% | 2,544 | -7.1% | 0.09% | -9.7% |
| Buy | DIREXION SHS ETF TRdly semicndtr br | $403,200 | +36.2% | 36,000 | +20.0% | 0.09% | +29.6% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $397,393 | -6.2% | 5,491 | +0.1% | 0.09% | -9.9% |
| PM | PHILIP MORRIS INTL INC | $395,872 | -5.2% | 4,276 | 0.0% | 0.09% | -9.0% | |
| BKNG | New | BOOKING HOLDINGS INC | $388,578 | – | 126 | +100.0% | 0.09% | – |
| Buy | PROSHARES TRultrapro sht qqq | $382,228 | +26.3% | 18,700 | +16.9% | 0.09% | +22.2% | |
| TPYP | Sell | MANAGED PORTFOLIO SERIEStortoise nram pi | $383,415 | -1.8% | 15,682 | -1.0% | 0.09% | -5.4% |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $382,299 | -2.4% | 11,388 | 0.0% | 0.09% | -5.4% | |
| VOO | Buy | VANGUARD INDEX FDS | $371,074 | +43.1% | 945 | +48.4% | 0.08% | +37.1% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $370,225 | -4.3% | 10,557 | +1.2% | 0.08% | -7.6% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $360,746 | -4.7% | 790 | 0.0% | 0.08% | -7.8% | |
| KO | Buy | COCA COLA CO | $342,187 | +18.1% | 6,113 | +27.0% | 0.08% | +13.0% |
| BX | Buy | BLACKSTONE INC | $335,046 | +16.8% | 3,127 | +1.3% | 0.08% | +13.2% |
| TXN | Buy | TEXAS INSTRS INC | $335,670 | +5.9% | 2,111 | +19.9% | 0.08% | +1.3% |
| YUM | Sell | YUM BRANDS INC | $335,839 | -9.9% | 2,688 | -0.0% | 0.08% | -13.5% |
| NXPI | New | NXP SEMICONDUCTORS N V | $337,465 | – | 1,688 | +100.0% | 0.08% | – |
| NOG | NORTHERN OIL & GAS INC | $330,449 | +17.2% | 8,214 | 0.0% | 0.08% | +13.4% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $333,402 | -13.6% | 1,693 | -0.5% | 0.08% | -17.4% |
| NFLX | NETFLIX INC | $328,890 | -14.3% | 871 | 0.0% | 0.08% | -18.5% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $313,668 | -30.0% | 1,775 | -25.8% | 0.07% | -32.7% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $314,451 | -26.4% | 2,194 | -23.6% | 0.07% | -29.4% |
| Buy | GRANITE RIDGE RESOURCES INC | $309,292 | +14.0% | 50,704 | +23.9% | 0.07% | +9.2% | |
| INTC | Buy | INTEL CORP | $311,342 | +7.2% | 8,758 | +0.8% | 0.07% | +2.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $300,604 | +10.4% | 2,143 | +5.3% | 0.07% | +6.2% |
| V | Buy | VISA INC | $299,576 | -0.4% | 1,302 | +2.8% | 0.07% | -4.2% |
| LULU | Sell | LULULEMON ATHLETICA INC | $302,704 | -9.6% | 785 | -11.3% | 0.07% | -13.8% |
| TMF | Buy | DIREXION SHS ETF TR20yr tres bull | $289,200 | +270.8% | 60,000 | +500.0% | 0.07% | +247.4% |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $290,010 | +3.4% | 5,205 | 0.0% | 0.07% | -1.5% | |
| HON | Buy | HONEYWELL INTL INC | $277,299 | -10.5% | 1,501 | +0.5% | 0.06% | -13.5% |
| MIDU | DIREXION SHS ETF TRdly midcap etf3x | $271,920 | -16.1% | 8,000 | 0.0% | 0.06% | -19.5% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $267,479 | -17.3% | 3,881 | -13.0% | 0.06% | -20.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $259,639 | -26.7% | 1,105 | -23.9% | 0.06% | -28.6% |
| FB | Sell | META PLATFORMS INCcl a | $259,081 | -11.2% | 863 | -15.1% | 0.06% | -15.7% |
| QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $244,903 | -2.5% | 3,275 | +0.3% | 0.06% | -6.7% |
| GT | GOODYEAR TIRE & RUBR CO | $242,074 | -9.1% | 19,475 | 0.0% | 0.06% | -12.5% | |
| DX | Buy | DYNEX CAP INC | $243,482 | -2.6% | 20,392 | +2.7% | 0.06% | -6.7% |
| ISRG | New | INTUITIVE SURGICAL INC | $245,231 | – | 839 | +100.0% | 0.06% | – |
| IAU | Buy | ISHARES GOLD TRishares new | $243,985 | -2.4% | 6,973 | +1.5% | 0.06% | -6.7% |
| PANW | New | PALO ALTO NETWORKS INC | $240,535 | – | 1,026 | +100.0% | 0.06% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $237,699 | +13.9% | 1,450 | +20.8% | 0.05% | +8.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $236,488 | -2.1% | 1,621 | +1.8% | 0.05% | -6.9% |
| MO | Buy | ALTRIA GROUP INC | $230,633 | -6.2% | 5,485 | +1.1% | 0.05% | -10.2% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $232,053 | – | 458 | +100.0% | 0.05% | – |
| BBEU | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $227,973 | -30.4% | 4,485 | -25.9% | 0.05% | -33.3% |
| NKE | New | NIKE INCcl b | $218,907 | – | 2,289 | +100.0% | 0.05% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $214,606 | -2.9% | 3,137 | 0.0% | 0.05% | -7.5% | |
| DIREXION SHS ETF TRdaily nyse fang | $205,026 | -12.4% | 3,028 | 0.0% | 0.05% | -16.1% | ||
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $201,098 | -1.1% | 7,612 | +1.1% | 0.05% | -6.1% |
| GCI | GANNETT CO INC | $196,000 | +8.9% | 80,000 | 0.0% | 0.04% | +4.7% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $166,672 | +8.0% | 10,417 | +3.5% | 0.04% | +2.7% |
| SCHW | SCHWAB CHARLES CORPcall | $148,755 | -31.9% | 35,000 | 0.0% | 0.03% | -34.6% | |
| SNAP | SNAP INCcl a | $124,740 | -24.7% | 14,000 | 0.0% | 0.03% | -27.5% | |
| HBI | HANESBRANDS INC | $88,181 | -12.8% | 22,268 | 0.0% | 0.02% | -16.7% | |
| EZPW | EZCORP INCcl a non vtg | $82,500 | -1.6% | 10,000 | 0.0% | 0.02% | -5.0% | |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $42,600 | -5.5% | 10,000 | 0.0% | 0.01% | -9.1% | |
| CNDT | CONDUENT INC | $34,800 | +2.4% | 10,000 | 0.0% | 0.01% | 0.0% | |
| UNG | Sell | UNITED STS NAT GAS FD LPcall | $32,100 | -59.5% | 30,000 | -57.1% | 0.01% | -63.2% |
| New | SAFEHOLD INCcall | $25,500 | – | 30,000 | +100.0% | 0.01% | – | |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $18,072 | – | 10,040 | +100.0% | 0.00% | – |
| APPH | APPHARVEST INC | $1,364 | -95.4% | 80,000 | 0.0% | 0.00% | -100.0% | |
| ABR | Exit | ARBOR REALTY TRUST INCput | $0 | – | -40,000 | -100.0% | -0.01% | – |
| CNK | Exit | CINEMARK HLDGS INC | $0 | – | -11,111 | -100.0% | -0.04% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -3,585 | -100.0% | -0.05% | – |
| CRK | Exit | COMSTOCK RES INC | $0 | – | -18,315 | -100.0% | -0.05% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,779 | -100.0% | -0.05% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,589 | -100.0% | -0.06% | – |
| CRBN | Exit | ISHARES TRmsci lw crb tg | $0 | – | -1,839 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 16.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.1% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 9.7% |
| APPLE INC | 20 | Q3 2023 | 4.5% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.4% |
| MANAGED PORTFOLIO SERIES | 20 | Q3 2023 | 7.8% |
| PEPSICO INC | 20 | Q3 2023 | 6.4% |
| ISHARES TR | 20 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 2.4% |
View HOWARD FINANCIAL SERVICES, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-27 |
View HOWARD FINANCIAL SERVICES, LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.