Portfolio (Quarterly)
Guide ↗
HOWARD FINANCIAL SERVICES, LTD.
· CIK 0001768130| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CADENCE BANK | — | 25,638 | $1.1M | 0.13% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 4,240 | $390K | 0.05% | SOLD |
| 3 | VNQ | VANGUARD INDEX FDS | — | 4,271 | $378K | 0.04% | SOLD |
| 4 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 916 | $236K | 0.03% | SOLD |
| 5 | DIS | DISNEY WALT CO | Communication Services | 1,980 | $225K | 0.03% | SOLD |
| 6 | CHWY | CHEWY INC | Consumer Cyclical | 6,712 | $222K | 0.03% | SOLD |
| 7 | GRAL | GRAIL INC | Healthcare | 2,570 | $220K | 0.03% | SOLD |
| 8 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 617 | $216K | 0.03% | SOLD |
| 9 | IHI | ISHARES TR | — | 3,479 | $216K | 0.03% | SOLD |
| 10 | ADBE | ADOBE INC | Technology | 611 | $214K | 0.03% | SOLD |
| 11 | CRBN | ISHARES TR | — | 907 | $209K | 0.02% | SOLD |
| 12 | — | DIREXION SHS ETF TR | — | 33,000 | $103K | 0.01% | SOLD |
Sector Allocation
Technology
37.5%
Financial Services
20.4%
Energy
15.2%
Consumer Cyclical
7.5%
Communication Services
4.8%
Consumer Defensive
4.5%
Healthcare
3.6%
Industrials
3.1%
Basic Materials
1.7%
Utilities
1.1%