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:

Search and click to pin securities to the top

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25460G161

Shares:3.0K

Value:$403.2K

% of Portfolio:0.1% ($403.2K/$734.4M)

56167N720

Shares:11.0K

Value:$400.7K

% of Portfolio:0.1% ($400.7K/$734.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:3.8K

Value:$398.5K

% of Portfolio:0.1% ($398.5K/$734.4M)

Marvell Technology, Inc.

MRVL|573874104

Shares:6.3K

Value:$388.8K

% of Portfolio:0.1% ($388.8K/$734.4M)

INTEL CORP

INTC|458140100

Shares:17.1K

Value:$388.5K

% of Portfolio:0.1% ($388.5K/$734.4M)

922908652

VXF|922908652

Shares:2.2K

Value:$384.1K

% of Portfolio:0.1% ($384.1K/$734.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.2K

Value:$379.7K

% of Portfolio:0.1% ($379.7K/$734.4M)

MORGAN STANLEY

MS|617446448

Shares:3.1K

Value:$364.6K

% of Portfolio:0.0% ($364.6K/$734.4M)

ASTRAZENECA PLC

AZN|046353108

Shares:4.8K

Value:$356.5K

% of Portfolio:0.0% ($356.5K/$734.4M)

922042858

VWO|922042858

Shares:7.7K

Value:$349.9K

% of Portfolio:0.0% ($349.9K/$734.4M)

STRYKER CORP

SYK|863667101

Shares:904

Value:$336.5K

% of Portfolio:0.0% ($336.5K/$734.4M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:671

Value:$334.0K

% of Portfolio:0.0% ($334.0K/$734.4M)

25459W730

Shares:8.0K

Value:$330.2K

% of Portfolio:0.0% ($330.2K/$734.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.7K

Value:$320.7K

% of Portfolio:0.0% ($320.7K/$734.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.2K

Value:$320.3K

% of Portfolio:0.0% ($320.3K/$734.4M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.7K

Value:$319.9K

% of Portfolio:0.0% ($319.9K/$734.4M)

46137V365

Shares:3.8K

Value:$314.1K

% of Portfolio:0.0% ($314.1K/$734.4M)

92204A702

VGT|92204A702

Shares:576

Value:$312.2K

% of Portfolio:0.0% ($312.2K/$734.4M)

33738D101

Shares:8.1K

Value:$303.8K

% of Portfolio:0.0% ($303.8K/$734.4M)

81369Y506

Shares:3.2K

Value:$303.0K

% of Portfolio:0.0% ($303.0K/$734.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25460G161)✕	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$403.2K	0.1% ($403.2K/$734.4M)	QoQ -26.01% (-$141.8K) YoY +14.07% (+$49.7K)
(cusip56167N720)✕	11.0K	QoQ +1.18% (+129) YoY -6.05% (-710)	All Managers (Combined)	$400.7K	0.1% ($400.7K/$734.4M)	QoQ +7.95% (+$29.5K) YoY +22.20% (-$72.8K)
CONOCOPHILLIPS(COPcusip20825C104)	3.8K	QoQ -8.83% (-368) YoY +14.93% (-493)	All Managers (Combined)	$398.5K	0.1% ($398.5K/$734.4M)	QoQ -3.46% (-$14.3K) YoY -5.16% (-$21.7K)
Marvell Technology, Inc.(MRVLcusip573874104)	6.3K	QoQ +47.45% (-2.0K) YoY NEW(+6.3K)	All Managers (Combined)	$388.8K	0.1% ($388.8K/$734.4M)	QoQ -17.79% (-$84.2K) YoY NEW(+$388.8K)
INTEL CORP(INTCcusip458140100)	17.1K	QoQ +10.78% (+1.7K) YoY +89.09% (-8.1K)	All Managers (Combined)	$388.5K	0.1% ($388.5K/$734.4M)	QoQ +25.47% (+$78.9K) YoY -2.77% (-$11.1K)
(VXFcusip922908652)	2.2K	QoQ +0.22% (-5) YoY +0.90% (-20)	All Managers (Combined)	$384.1K	0.1% ($384.1K/$734.4M)	QoQ -9.10% (-$38.5K) YoY -0.80% (-$3.1K)
Palo Alto Networks Inc(PANWcusip697435105)	2.2K	QoQ +1.69% (-37) YoY +107.94% (+1.2K)	All Managers (Combined)	$379.7K	0.1% ($379.7K/$734.4M)	QoQ -4.63% (-$18.5K) YoY +24.88% (+$75.7K)
MORGAN STANLEY(MScusip617446448)	3.1K	QoQ -2.46% (-79) YoY +22.78% (+580)	All Managers (Combined)	$364.6K	0.0% ($364.6K/$734.4M)	QoQ -9.48% (-$38.2K) YoY +52.16% (+$125.0K)
ASTRAZENECA PLC(AZNcusip046353108)	4.8K	QoQ 0.00% (+0) YoY +14.38% (+610)	All Managers (Combined)	$356.5K	0.0% ($356.5K/$734.4M)	QoQ +12.17% (+$38.7K) YoY +24.09% (+$69.2K)
(VWOcusip922042858)	7.7K	QoQ +0.01% (+1) YoY NEW(+7.7K)	All Managers (Combined)	$349.9K	0.0% ($349.9K/$734.4M)	QoQ +2.79% (+$9.5K) YoY NEW(+$349.9K)
STRYKER CORP(SYKcusip863667101)	904	QoQ +5.97% (+51) YoY NEW(+904)	All Managers (Combined)	$336.5K	0.0% ($336.5K/$734.4M)	QoQ +9.56% (+$29.4K) YoY NEW(+$336.5K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	671	QoQ -12.40% (-95) YoY NEW(+671)	All Managers (Combined)	$334.0K	0.0% ($334.0K/$734.4M)	QoQ -16.20% (-$64.6K) YoY NEW(+$334.0K)
(cusip25459W730)✕	8.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$330.2K	0.0% ($330.2K/$734.4M)	QoQ -21.82% (-$92.2K) YoY -26.47% (-$118.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.7K	QoQ +1.37% (-104) YoY +13.64% (+923)	All Managers (Combined)	$320.7K	0.0% ($320.7K/$734.4M)	QoQ -3.74% (-$12.5K) YoY +25.06% (+$64.3K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.2K	QoQ -20.96% (-316) YoY +9.76% (+106)	All Managers (Combined)	$320.3K	0.0% ($320.3K/$734.4M)	QoQ -28.39% (-$127.0K) YoY +29.67% (+$73.3K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.7K	QoQ +0.29% (-5) YoY -0.53% (-9)	All Managers (Combined)	$319.9K	0.0% ($319.9K/$734.4M)	QoQ -8.28% (-$28.9K) YoY -23.69% (-$99.4K)
(cusip46137V365)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$314.1K	0.0% ($314.1K/$734.4M)	QoQ NEW(+$314.1K) YoY NEW(+$314.1K)
(VGTcusip92204A702)	576	QoQ +0.17% (-1) YoY +0.69% (+4)	All Managers (Combined)	$312.2K	0.0% ($312.2K/$734.4M)	QoQ -12.65% (-$45.2K) YoY +4.00% (+$12.0K)
(cusip33738D101)✕	8.1K	QoQ +0.79% (+64) YoY +3.49% (+274)	All Managers (Combined)	$303.8K	0.0% ($303.8K/$734.4M)	QoQ +6.00% (+$17.2K) YoY +31.40% (+$72.6K)
(cusip81369Y506)✕	3.2K	QoQ -0.39% (-13) YoY +29.97% (+748)	All Managers (Combined)	$303.0K	0.0% ($303.0K/$734.4M)	QoQ +8.66% (-$24.2K) YoY +28.67% (+$67.5K)