Howard-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  "JOUT",
  null,
  "NLY",
  null,
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  "SBR",
  null,
  "GOOGL",
  "AXP",
  "AVGO",
  "LXP",
  "KRP",
  null,
  null,
  null,
  "STHO",
  "DMLP",
  "HD",
  null,
  "AZN",
  null,
  null,
  "UNP",
  "ISRG",
  null,
  null,
  "ITW",
  "EMR",
  "BKNG",
  "JBI",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  "MRVL",
  null,
  "MA",
  "MSFT",
  "MS",
  "EQT",
  "EZPW",
  "GE",
  null,
  "BX",
  "AMP",
  "NOC",
  "OKE",
  null,
  "IWF",
  "PANW",
  "PEP",
  "BSM",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PG",
  "MRK",
  null,
  "AMGN",
  null,
  null,
  null,
  "IEFA",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "UBER",
  "UPS",
  "VNQ",
  "VXF",
  "AGNC",
  "SCHW",
  "VWO",
  "TWO",
  null,
  "VIG",
  null,
  null,
  "TSM",
  "GHC",
  null,
  "VNOM",
  "SSB",
  "GCI",
  "VIGI",
  "AMZN",
  null,
  "LUV",
  "ESGD",
  "TPL",
  null,
  null,
  "VGT",
  "VEA",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WES",
  "WFC",
  null,
  null,
  "YUM",
  null,
  "NOG",
  "SCHD",
  "ET",
  "SCHF",
  "NSC",
  "NXPI",
  "CRM",
  null,
  null,
  "HBI",
  "GEV",
  "CHWY",
  null,
  "ESGU",
  "LULU",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "EAT",
  "CABO",
  "CADE",
  "BFST",
  "CAVA",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CNDT",
  "COP",
  "COST",
  "CRWD",
  "RSP",
  null,
  "NEE",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-07
Total Holdings: 183
Total Value: 734391757
Accession Number: 0001768130-25-000002
Form Type: 13F-HR
CIK: howard-financial-services
Manager Name: Howard-Financial-Services

Data Enrichment

76% identified

139 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

183 positions • $734.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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EZCORP INC

EZPW|302301106

Shares:10.0K

Value:$147.2K

% of Portfolio:0.0% ($147.2K/$734.4M)

LXP Industrial Trust

LXP|529043101

Shares:11.4K

Value:$98.7K

% of Portfolio:0.0% ($98.7K/$734.4M)

CONDUENT Inc

CNDT|206787103

Shares:10.0K

Value:$27.0K

% of Portfolio:0.0% ($27.0K/$734.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EZCORP INC(EZPWcusip302301106)	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$147.2K	0.0% ($147.2K/$734.4M)	QoQ +20.45% (+$25.0K) YoY +29.92% (+$33.9K)
LXP Industrial Trust(LXPcusip529043101)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$98.7K	0.0% ($98.7K/$734.4M)	QoQ NEW(+$98.7K) YoY NEW(+$98.7K)
CONDUENT Inc(CNDTcusip206787103)	10.0K	QoQ -93.75% (-150.0K) YoY 0.00% (-0)	All Managers (Combined)	$27.0K	0.0% ($27.0K/$734.4M)	QoQ -95.82% (-$619.4K) YoY -20.11% (-$6.8K)