HOWARD FINANCIAL SERVICES, LTD. Diversified Active

CIK: 0001768130 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 8, 2024

Total Value ($000): $692,504 (100.0% shares, 0.0% debt)

Holdings (168)

QUAL ISHARES TR 11.3%
Value ($000) $78,492 Shares 437,769 Est. Cost $128.83 Unrealized
SCHD SCHWAB STRATEGIC TR 8.0%
Value ($000) $55,557 Shares 657,248 Est. Cost $62.98 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 5.3%
Value ($000) $36,566 Shares 204,095 Est. Cost $115.97 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 5.2%
Value ($000) $35,981 Shares 181,669 Est. Cost $137.70 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 4.6%
Value ($000) $31,559 Shares 653,391 Est. Cost $46.69 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $31,083 Shares 133,404 Est. Cost $139.54 Unrealized +59.1%
HTRB HARTFORD FDS EXCHANGE TRADED 4.2%
Value ($000) $29,087 Shares 832,015 Est. Cost $34.02 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 4.2%
Value ($000) $28,870 Shares 275,817 Est. Cost $93.30 Unrealized
PTRB PGIM ETF TR 3.9%
Value ($000) $26,974 Shares 629,355 Est. Cost $41.27 Unrealized
IQLT ISHARES TR 2.9%
Value ($000) $20,215 Shares 487,223 Est. Cost $34.44 Unrealized
CALF PACER FDS TR 2.8%
Value ($000) $19,345 Shares 415,843 Est. Cost $41.54 Unrealized
VIGI VANGUARD WHITEHALL FDS 2.4%
Value ($000) $16,587 Shares 187,888 Est. Cost $78.82 Unrealized
TOTL SSGA ACTIVE ETF TR 2.3%
Value ($000) $16,115 Shares 389,243 Est. Cost $40.49 Unrealized
FNDF SCHWAB STRATEGIC TR 2.3%
Value ($000) $15,862 Shares 424,456 Est. Cost $29.32 Unrealized
SJNK SPDR SER TR 2.1%
Value ($000) $14,779 Shares 573,931 Est. Cost $25.03 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 2.0%
Value ($000) $13,860 Shares 306,362 Est. Cost $44.39 Unrealized
XSOE WISDOMTREE TR 1.8%
Value ($000) $12,602 Shares 381,533 Est. Cost $32.11 Unrealized
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $12,562 Shares 21,894 Est. Cost $318.30 Unrealized
DGRW WISDOMTREE TR 1.8%
Value ($000) $12,388 Shares 148,877 Est. Cost $63.54 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $11,914 Shares 201,210 Est. Cost $44.78 Unrealized
ANGL VANECK ETF TRUST 1.3%
Value ($000) $9,139 Shares 310,752 Est. Cost $28.06 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $8,471 Shares 17,356 Est. Cost $253.61 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $8,358 Shares 68,825 Est. Cost $93.03 Unrealized +26.9%
MSFT MICROSOFT CORP 1.2%
Value ($000) $8,155 Shares 18,952 Est. Cost $227.49 Unrealized +86.0%
MOAT VANECK ETF TRUST 1.2%
Value ($000) $8,118 Shares 83,731 Est. Cost $80.31 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.2%
Value ($000) $8,022 Shares 443,217 Est. Cost $17.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,784 Shares 12,566 Est. Cost $334.04 Unrealized +32.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value ($000) $5,416 Shares 94,000 Est. Cost $61.04 Unrealized -9.3%
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $4,678 Shares 92,189 Est. Cost $50.30 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $4,617 Shares 24,780 Est. Cost $125.73 Unrealized +45.1%
SBR SABINE RTY TR 0.6%
Value ($000) $4,158 Shares 67,496 Est. Cost $52.15 Unrealized
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $3,443 Shares 43,749 Est. Cost $76.18 Unrealized
RODM LATTICE STRATEGIES TR 0.4%
Value ($000) $3,084 Shares 101,105 Est. Cost $27.59 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $3,056 Shares 10,791 Est. Cost $223.08 Unrealized
ET ENERGY TRANSFER L P 0.4%
Value ($000) $2,908 Shares 181,172 Est. Cost $11.98 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $2,756 Shares 4,778 Est. Cost $432.67 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $2,733 Shares 16,070 Est. Cost $118.01 Unrealized +38.0%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $2,641 Shares 90,724 Est. Cost $26.36 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,619 Shares 22,341 Est. Cost $89.81 Unrealized +22.5%
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,579 Shares 88,384 Est. Cost $24.14 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,568 Shares 62,443 Est. Cost $28.50 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $1,956 Shares 21,308 Est. Cost $91.56 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,926 Shares 11,163 Est. Cost $147.71 Unrealized +7.0%
IEFA ISHARES TR 0.2%
Value ($000) $1,714 Shares 21,957 Est. Cost $55.58 Unrealized
INDEPENDENT BANK GROUP INC 0.2%
Value ($000) $1,611 Shares 27,932 Est. Cost $44.64 Unrealized
BSM BLACK STONE MINERALS L P 0.2%
Value ($000) $1,382 Shares 91,545 Est. Cost $14.27 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,360 Shares 5,199 Est. Cost $219.45 Unrealized +3.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,275 Shares 21,418 Est. Cost $54.59 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $1,251 Shares 33,298 Est. Cost $26.47 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $1,194 Shares 1,350 Est. Cost $272.35 Unrealized 0.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $1,162 Shares 12,747 Est. Cost $43.54 Unrealized +87.2%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,156 Shares 2,341 Est. Cost $353.52 Unrealized +30.6%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,151 Shares 5,457 Est. Cost $109.96 Unrealized +86.4%
FNDA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,087 Shares 18,247 Est. Cost $40.57 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $1,081 Shares 12,999 Est. Cost $82.46 Unrealized
JBI JANUS INTERNATIONAL GROUP IN 0.2%
Value ($000) $1,061 Shares 104,926 Est. Cost $10.15 Unrealized +14.6%
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,051 Shares 50,000 Est. Cost $21.02 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $1,030 Shares 34,169 Est. Cost $16.32 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1,023 Shares 15,781 Est. Cost $65.99 Unrealized -2.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,013 Shares 4,584 Est. Cost $148.62 Unrealized +27.1%
GOOGL ALPHABET INC 0.1%
Value ($000) $988 Shares 5,957 Est. Cost $112.70 Unrealized +47.9%
CADE CADENCE BANK 0.1%
Value ($000) $958 Shares 30,090 Est. Cost $22.57 Unrealized +31.1%
MPLX MPLX LP 0.1%
Value ($000) $946 Shares 21,278 Est. Cost $41.64 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $943 Shares 1,786 Est. Cost $261.02 Unrealized +83.1%
VIPER ENERGY INC 0.1%
Value ($000) $914 Shares 20,262 Est. Cost $31.38 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $826 Shares 7,276 Est. Cost $71.40 Unrealized +58.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $767 Shares 866 Est. Cost $532.92 Unrealized +61.7%
CAVA CAVA GROUP INC 0.1%
Value ($000) $754 Shares 6,085 Est. Cost $34.87 Unrealized +191.5%
GOOG ALPHABET INC 0.1%
Value ($000) $725 Shares 4,336 Est. Cost $113.72 Unrealized +47.9%
ABBV ABBVIE INC 0.1%
Value ($000) $720 Shares 3,647 Est. Cost $121.89 Unrealized +46.6%
AGG ISHARES TR 0.1%
Value ($000) $715 Shares 7,057 Est. Cost $95.12 Unrealized
WMT WALMART INC 0.1%
Value ($000) $695 Shares 8,607 Est. Cost $52.73 Unrealized +37.5%
GHC GRAHAM HLDGS CO 0.1%
Value ($000) $684 Shares 833 Est. Cost $552.17 Unrealized +35.8%
AMGN AMGEN INC 0.1%
Value ($000) $676 Shares 2,098 Est. Cost $190.76 Unrealized +64.2%
IEMG ISHARES INC 0.1%
Value ($000) $673 Shares 11,718 Est. Cost $46.92 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $670 Shares 12,189 Est. Cost $43.37 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $664 Shares 22,412 Est. Cost $45.87 Unrealized -41.5%
GLD SPDR GOLD TR 0.1%
Value ($000) $650 Shares 2,674 Est. Cost $163.36 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $650 Shares 1,604 Est. Cost $300.08 Unrealized +17.5%
NFLX NETFLIX INC 0.1%
Value ($000) $618 Shares 872 Est. Cost $28.49 Unrealized +134.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $597 Shares 3,685 Est. Cost $131.13 Unrealized +16.4%
ESGU ISHARES TR 0.1%
Value ($000) $594 Shares 4,710 Est. Cost $79.83 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $586 Shares 24,994 Est. Cost $26.10 Unrealized -4.6%
META META PLATFORMS INC 0.1%
Value ($000) $586 Shares 1,024 Est. Cost $205.12 Unrealized +149.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $581 Shares 1,102 Est. Cost $428.44 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $553 Shares 8,873 Est. Cost $101.15 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $548 Shares 130 Est. Cost $2981.26 Unrealized +27.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $535 Shares 3,078 Est. Cost $173.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $524 Shares 14,081 Est. Cost $24.02 Unrealized +27.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $499 Shares 3,390 Est. Cost $97.15 Unrealized +44.1%
LEAD SIREN ETF TR 0.1%
Value ($000) $494 Shares 7,129 Est. Cost $50.48 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $489 Shares 10,710 Est. Cost $34.38 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $488 Shares 2,365 Est. Cost $118.02 Unrealized +63.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $485 Shares 3,994 Est. Cost $62.21 Unrealized +76.5%
KO COCA COLA CO 0.1%
Value ($000) $481 Shares 6,688 Est. Cost $56.40 Unrealized +16.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $471 Shares 8,844 Est. Cost $41.15 Unrealized +13.7%
SLYV SPDR SER TR 0.1%
Value ($000) $469 Shares 5,400 Est. Cost $56.02 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $468 Shares 1,667 Est. Cost $292.85 Unrealized -3.0%
TDAY GANNETT CO INC 0.1%
Value ($000) $450 Shares 80,000 Est. Cost $4.50 Unrealized +7.9%
MIDU DIREXION SHS ETF TR 0.1%
Value ($000) $440 Shares 8,000 Est. Cost $40.25 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $431 Shares 4,426 Est. Cost $90.25 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $427 Shares 1,719 Est. Cost $234.59 Unrealized -0.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $427 Shares 731 Est. Cost $427.19 Unrealized +20.9%
FNGG DIREXION SHS ETF TR 0.1%
Value ($000) $426 Shares 3,028 Est. Cost $77.30 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $408 Shares 1,700 Est. Cost $198.06 Unrealized +23.2%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $403 Shares 2,216 Est. Cost $123.17 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $395 Shares 805 Est. Cost $311.97 Unrealized +49.2%
IAU ISHARES GOLD TR 0.1%
Value ($000) $386 Shares 7,774 Est. Cost $35.96 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $384 Shares 4,009 Est. Cost $71.68 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $383 Shares 13,221 Est. Cost $26.33 Unrealized +1.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $381 Shares 430 Est. Cost $593.17 Unrealized +50.1%
YUM YUM BRANDS INC 0.1%
Value ($000) $377 Shares 2,700 Est. Cost $93.63 Unrealized +38.2%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $368 Shares 4,892 Est. Cost $52.58 Unrealized +33.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $353 Shares 1,032 Est. Cost $118.84 Unrealized +41.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $349 Shares 3,313 Est. Cost $66.58 Unrealized +57.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $338 Shares 1,499 Est. Cost $172.81 Unrealized
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $338 Shares 10,757 Est. Cost $20.61 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $336 Shares 573 Est. Cost $524.73 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $330 Shares 4,240 Est. Cost $66.17 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $319 Shares 3,006 Est. Cost $106.12 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $318 Shares 6,232 Est. Cost $33.79 Unrealized +34.7%
CRM SALESFORCE INC 0.0%
Value ($000) $314 Shares 1,148 Est. Cost $253.82 Unrealized 0.0%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $311 Shares 5,387 Est. Cost $53.15 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $308 Shares 1,532 Est. Cost $186.29 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $296 Shares 1,091 Est. Cost $203.24 Unrealized +20.6%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $293 Shares 3,332 Est. Cost $86.22 Unrealized
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $291 Shares 8,214 Est. Cost $24.53 Unrealized +55.5%
JOUT JOHNSON OUTDOORS INC 0.0%
Value ($000) $290 Shares 8,000 Est. Cost $36.78 Unrealized 0.0%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $288 Shares 3,197 Est. Cost $77.13 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $278 Shares 4,950 Est. Cost $56.25 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $278 Shares 1,610 Est. Cost $145.43 Unrealized +27.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $276 Shares 2,021 Est. Cost $120.53 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $272 Shares 1,318 Est. Cost $178.93 Unrealized +5.3%
MS MORGAN STANLEY 0.0%
Value ($000) $271 Shares 2,600 Est. Cost $75.37 Unrealized +28.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $269 Shares 6,788 Est. Cost $27.61 Unrealized +40.4%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $268 Shares 7,981 Est. Cost $27.08 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $266 Shares 3,150 Est. Cost $74.86 Unrealized 0.0%
CABO CABLE ONE INC 0.0%
Value ($000) $265 Shares 757 Est. Cost $350.10 Unrealized 0.0%
STHO STAR HLDGS 0.0%
Value ($000) $263 Shares 19,000 Est. Cost $12.58 Unrealized +3.1%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $259 Shares 11,850 Est. Cost $21.89 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $257 Shares 5,720 Est. Cost $31.29 Unrealized +22.7%
V VISA INC 0.0%
Value ($000) $253 Shares 921 Est. Cost $205.88 Unrealized +30.0%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $243 Shares 5,883 Est. Cost $32.38 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $242 Shares 6,085 Est. Cost $33.93 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $242 Shares 8,522 Est. Cost $26.57 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $242 Shares 643 Est. Cost $337.05 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $239 Shares 1,378 Est. Cost $133.15 Unrealized +23.3%
TFIN TRIUMPH FINANCIAL INC 0.0%
Value ($000) $239 Shares 3,000 Est. Cost $67.69 Unrealized +23.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $227 Shares 836 Est. Cost $312.90 Unrealized -15.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $219 Shares 375 Est. Cost $548.30 Unrealized 0.0%
EMXC ISHARES INC 0.0%
Value ($000) $219 Shares 3,579 Est. Cost $57.57 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $219 Shares 2,596 Est. Cost $84.18 Unrealized
NKE NIKE INC 0.0%
Value ($000) $215 Shares 2,430 Est. Cost $76.01 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $212 Shares 1,387 Est. Cost $133.67 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $210 Shares 1,707 Est. Cost $110.37 Unrealized +9.1%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $209 Shares 15,050 Est. Cost $14.57 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $208 Shares 3,509 Est. Cost $59.23 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $207 Shares 334 Est. Cost $589.13 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $206 Shares 10,090 Est. Cost $17.30 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $205 Shares 12,760 Est. Cost $16.09 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $203 Shares 1,756 Est. Cost $96.16 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $201 Shares 3,814 Est. Cost $52.66 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $191 Shares 18,236 Est. Cost $12.34 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $164 Shares 22,268 Est. Cost $6.36 Unrealized
EZPW EZCORP INC 0.0%
Value ($000) $112 Shares 10,000 Est. Cost $8.37 Unrealized +30.5%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $65 Shares 72,425 Est. Cost $2.19 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $3.96 Unrealized -7.4%
GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $29 Shares 11,850 Est. Cost $2.44 Unrealized