| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 16.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 15.1% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 9.7% |
| APPLE INC | 23 | Q2 2024 | 4.6% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 4.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 9.4% |
| MANAGED PORTFOLIO SERIES | 23 | Q2 2024 | 7.8% |
| PEPSICO INC | 23 | Q2 2024 | 6.4% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 2.4% |
| WISDOMTREE TR | 23 | Q2 2024 | 3.4% |
View HOWARD FINANCIAL SERVICES, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| N-PX | 2024-07-05 |
| 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 |
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.