HOWARD FINANCIAL SERVICES, LTD.

données du 31/12/2025

Capitalisation

$ 855.145 M 4.63 %

Période de détention moyenne

13 ans

Performance

$ 224.399 M 75.12 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans HOWARD FINANCIAL SERVICES, LTD.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 ISHARES TR 11.79% 100.850 M $ 507751 2019/12/31 2.081 M $ 2.12 %
2025/12/31 SCHWAB STRATEGIC TR 6.27% 53.640 M $ 1955537 2018/12/31 258.732 K $ 0.48 %
2025/12/31 VANGUARD SPECIALIZED FUNDS 5.03% 43.037 M $ 195818 2018/12/31 752.821 K $ 1.85 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 4.47% 38.200 M $ 335500 2022/09/30 82.786 K $ 0.21 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 4.29% 36.710 M $ 191639 2018/12/31 365.307 K $ 0.98 %
2025/12/31 APPLE INC 4.14% 35.422 M $ 130295 2018/12/31 2.279 M $ 6.77 %
2025/12/31 INVESCO ACTIVELY MANAGED EXC 4.11% 35.145 M $ 741142 2022/06/30 -65.243 K $ -0.19 %
2025/12/31 HARTFORD FDS EXCHANGE TRADED 3.70% 31.648 M $ 926744 2020/12/31 -125.865 K $ -0.41 %
2025/12/31 WISDOMTREE TR 3.65% 31.227 M $ 349177 2018/12/31 160.669 K $ 0.53 %
2025/12/31 PGIM ETF TR 3.60% 30.815 M $ 732998 2022/09/30 -108.387 K $ -0.38 %
2025/12/31 SPDR SERIES TRUST 2.49% 21.267 M $ 839936 2022/12/31 -243.040 K $ -1.09 %
2025/12/31 SSGA ACTIVE ETF TR 2.48% 21.176 M $ 526120 2019/12/31 -166.217 K $ -0.79 %
2025/12/31 SCHWAB STRATEGIC TR 2.47% 21.156 M $ 648561 2025/06/30 372.647 K $ 2.23 %
2025/12/31 ISHARES TR 2.38% 20.342 M $ 447563 2020/03/31 554.680 K $ 2.85 %
2025/12/31 VANECK ETF TRUST 2.11% 18.075 M $ 615543 2022/09/30 -211.439 K $ -1.21 %
2025/12/31 SCHWAB STRATEGIC TR 2.07% 17.698 M $ 391467 2018/12/31 852.016 K $ 5.24 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 1.98% 16.910 M $ 243410 2022/03/31 506.014 K $ 3.29 %
2025/12/31 SPDR S&P 500 ETF TR 1.96% 16.739 M $ 24546 2018/12/31 375.999 K $ 2.36 %
2025/12/31 VANGUARD WHITEHALL FDS 1.87% 15.957 M $ 174488 2020/06/30 318.302 K $ 2.10 %
2025/12/31 NVIDIA CORPORATION 1.71% 14.602 M $ 78296 2020/12/31 -6.281 K $ -0.04 %
2025/12/31 WISDOMTREE TR 1.40% 11.962 M $ 306566 2020/03/31 325.731 K $ 2.85 %
2025/12/31 MICROSOFT CORP 1.30% 11.077 M $ 22905 2018/12/31 -739.939 K $ -6.63 %
2025/12/31 INVESCO QQQ TR 1.25% 10.697 M $ 17413 2020/03/31 242.548 K $ 2.32 %
2025/12/31 PACER FDS TR 1.09% 9.334 M $ 210377 2021/03/31 140.765 K $ 1.35 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 1.03% 8.836 M $ 174653 2020/09/30 -8.802 K $ -0.28 %
2025/12/31 VANECK ETF TRUST 1.02% 8.760 M $ 84591 2020/03/31 377.471 K $ 4.49 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.86% 7.377 M $ 14677 2018/12/31 -1.287 K $ -0.02 %
2025/12/31 AMAZON COM INC 0.80% 6.800 M $ 29460 2018/12/31 308.970 K $ 5.12 %
2025/12/31 FIRST TR EXCH TRADED FD III 0.77% 6.570 M $ 360571 2022/09/30 -7.347 K $ -0.11 %
2025/12/31 BROADCOM INC 0.62% 5.286 M $ 15274 2022/09/30 245.472 K $ 4.91 %
2025/12/31 SABINE RTY TR 0.55% 4.664 M $ 68012 2018/12/31 -739.866 K $ -13.71 %
2025/12/31 ISHARES TR 0.53% 4.510 M $ 6585 2018/12/31 102.139 K $ 2.33 %
2025/12/31 VANGUARD INDEX FDS 0.47% 4.006 M $ 11949 2021/03/31 77.453 K $ 2.16 %
2025/12/31 SPDR SERIES TRUST 0.45% 3.846 M $ 42092 2022/06/30 -6.764 K $ -0.40 %
2025/12/31 ENTERPRISE PRODS PARTNERS L 0.45% 3.827 M $ 119376 2023/03/31 92.779 K $ 2.53 %
2025/12/31 LATTICE STRATEGIES TR 0.41% 3.465 M $ 93710 2020/03/31 134.568 K $ 4.08 %
2025/12/31 CHIPOTLE MEXICAN GRILL INC 0.40% 3.453 M $ 93320 2018/12/31 -204.348 K $ -5.59 %
2025/12/31 ALPHABET INC 0.40% 3.394 M $ 10843 2019/03/31 624.016 K $ 28.76 %
2025/12/31 ENERGY TRANSFER L P 0.36% 3.103 M $ 188175 2018/12/31 -125.659 K $ -3.90 %
2025/12/31 VANGUARD MALVERN FDS 0.34% 2.907 M $ 37210 2025/09/30 -3.430 K $ -0.65 %
2025/12/31 VANGUARD BD INDEX FDS 0.33% 2.820 M $ 35779 2022/09/30 -3.798 K $ -0.13 %
2025/12/31 TESLA INC 0.33% 2.789 M $ 6202 2020/03/31 28.660 K $ 1.12 %
2025/12/31 FIRST TR EXCHNG TRADED FD VI 0.32% 2.751 M $ 62065 2019/12/31 -10.463 K $ -0.23 %
2025/12/31 SCHWAB STRATEGIC TR 0.31% 2.682 M $ 81886 2018/12/31 -50.172 K $ -1.86 %
2025/12/31 SCHWAB STRATEGIC TR 0.29% 2.445 M $ 101712 2018/12/31 76.724 K $ 3.26 %
2025/12/31 EXXON MOBIL CORP 0.29% 2.443 M $ 20303 2018/12/31 148.703 K $ 6.73 %
2025/12/31 PALANTIR TECHNOLOGIES INC 0.28% 2.429 M $ 13665 2021/06/30 -62.839 K $ -2.56 %
2025/12/31 MPLX LP 0.28% 2.387 M $ 44734 2024/03/31 115.746 K $ 6.85 %
2025/12/31 PEPSICO INC 0.26% 2.246 M $ 15648 2018/12/31 48.781 K $ 2.19 %
2025/12/31 JPMORGAN CHASE & CO. 0.24% 2.011 M $ 6241 2018/12/31 41.615 K $ 2.15 %
2025/12/31 ISHARES TR 0.23% 1.931 M $ 36524 2024/09/30 -2.125 K $ -0.28 %
2025/12/31 SCHWAB CHARLES CORP 0.20% 1.742 M $ 17434 2023/03/31 71.239 K $ 4.65 %
2025/12/31 ISHARES TR 0.20% 1.734 M $ 19379 2022/09/30 41.972 K $ 2.46 %
2025/12/31 ALPHABET INC 0.20% 1.674 M $ 5334 2019/03/31 311.891 K $ 28.84 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 0.18% 1.578 M $ 5193 2024/09/30 125.164 K $ 8.81 %
2025/12/31 SOUTHSTATE BK CORP 0.18% 1.520 M $ 16149 2025/09/30 -76.869 K $ -4.81 %
2025/12/31 MASTERCARD INCORPORATED 0.18% 1.507 M $ 2639 2020/12/31 5.327 K $ 0.37 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.16% 1.359 M $ 4590 2023/03/31 61.926 K $ 4.97 %
2025/12/31 GE AEROSPACE 0.16% 1.332 M $ 4323 2024/12/31 10.144 K $ 2.40 %
2025/12/31 WALMART INC 0.14% 1.239 M $ 11125 2020/09/30 83.867 K $ 8.10 %
2025/12/31 BLACK STONE MINERALS L P 0.14% 1.224 M $ 92064 2018/12/31 13.811 K $ 1.14 %
2025/12/31 VIPER ENERGY INC 0.14% 1.223 M $ 31666 2025/09/30 9.995 K $ 1.07 %
2025/12/31 TEXAS PACIFIC LAND CORPORATI 0.14% 1.164 M $ 4053 2024/09/30 -872.667 K $ -69.24 %
2025/12/31 SCHWAB STRATEGIC TR 0.14% 1.163 M $ 36912 2018/12/31 12.886 K $ 1.12 %
2025/12/31 META PLATFORMS INC 0.13% 1.153 M $ 1747 2023/03/31 -108.237 K $ -10.13 %
2025/12/31 DORCHESTER MINERALS LP 0.13% 1.139 M $ 50961 2018/12/31 -134.838 K $ -13.63 %
2025/12/31 CADENCE BANK 0.13% 1.098 M $ 25638 2022/06/30 136.316 K $ 14.12 %
2025/12/31 PROSHARES TR 0.12% 1.068 M $ 20250 2025/03/31 -513.135 K $ -49.01 %
2025/12/31 GE VERNOVA INC 0.12% 1.026 M $ 1570 2024/12/31 31.157 K $ 6.32 %
2025/12/31 SPDR INDEX SHS FDS 0.12% 996.147 K $ 22431 2018/12/31 36.338 K $ 3.79 %
2025/12/31 NETFLIX INC 0.12% 991.981 K $ 10580 2022/12/31 -1.137 M $ -92.18 %
2025/12/31 ELI LILLY & CO 0.12% 983.320 K $ 915 2023/12/31 204.143 K $ 40.87 %
2025/12/31 GOLDMAN SACHS ETF TR 0.11% 979.440 K $ 18550 2025/12/31 0.000 $ 0.00 %
2025/12/31 SOUTHWEST AIRLS CO 0.11% 939.283 K $ 22726 2018/12/31 212.901 K $ 29.52 %
2025/12/31 ANNALY CAPITAL MANAGEMENT IN 0.11% 938.154 K $ 41957 2022/09/30 88.721 K $ 10.64 %
2025/12/31 JOHNSON & JOHNSON 0.11% 934.360 K $ 4515 2018/12/31 87.648 K $ 11.61 %
2025/12/31 GRAHAM HLDGS CO 0.11% 923.536 K $ 841 2021/03/31 -66.423 K $ -6.72 %
2025/12/31 ONEOK INC NEW 0.11% 922.793 K $ 12555 2021/09/30 7.170 K $ 0.73 %
2025/12/31 SPDR GOLD TR 0.11% 906.361 K $ 2287 2020/03/31 94.177 K $ 11.49 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.10% 883.144 K $ 1884 2024/03/31 -39.888 K $ -4.41 %
2025/12/31 MERCK & CO INC 0.10% 821.752 K $ 7807 2019/12/31 151.592 K $ 25.41 %
2025/12/31 CISCO SYS INC 0.10% 821.203 K $ 10661 2018/12/31 77.851 K $ 12.58 %
2025/12/31 NUVEEN MUN VALUE FD INC 0.10% 815.944 K $ 90060 2025/12/31 0.000 $ 0.00 %
2025/12/31 COSTCO WHSL CORP NEW 0.09% 802.305 K $ 930 2023/09/30 -59.541 K $ -6.80 %
2025/12/31 PHILIP MORRIS INTL INC 0.09% 801.743 K $ 4998 2018/12/31 -8.557 K $ -1.10 %
2025/12/31 ISHARES INC 0.09% 786.821 K $ 11705 2022/12/31 15.235 K $ 1.97 %
2025/12/31 AGNC INVT CORP 0.09% 779.572 K $ 72721 2020/06/30 65.933 K $ 9.50 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.09% 754.800 K $ 1 2025/03/31 600.000 $ 0.08 %
2025/12/31 BOOKING HOLDINGS INC 0.09% 749.746 K $ 140 2023/09/30 -6.063 K $ -0.81 %
2025/12/31 ABBVIE INC 0.09% 741.514 K $ 3245 2020/12/31 -9.205 K $ -1.31 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.08% 720.304 K $ 12393 2022/12/31 7.411 K $ 1.04 %
2025/12/31 ISHARES TR 0.08% 709.872 K $ 4765 2020/09/30 16.075 K $ 2.32 %
2025/12/31 JANUS INTERNATIONAL GROUP IN 0.08% 686.216 K $ 104926 2022/03/31 -349.403 K $ -33.74 %
2025/12/31 CHEVRON CORP NEW 0.08% 667.601 K $ 4380 2018/12/31 -13.661 K $ -1.85 %
2025/12/31 NORTHROP GRUMMAN CORP 0.08% 651.472 K $ 1143 2018/12/31 -44.347 K $ -6.46 %
2025/12/31 VISA INC 0.08% 649.088 K $ 1851 2020/12/31 14.074 K $ 2.72 %
2025/12/31 MORGAN STANLEY 0.07% 635.461 K $ 3579 2023/12/31 65.455 K $ 11.70 %
2025/12/31 AMGEN INC 0.07% 633.600 K $ 1936 2018/12/31 82.207 K $ 15.97 %
2025/12/31 HOME DEPOT INC 0.07% 630.157 K $ 1831 2022/12/31 -108.206 K $ -15.06 %
2025/12/31 VANGUARD INDEX FDS 0.07% 617.007 K $ 984 2023/03/31 14.645 K $ 2.39 %