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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HOWARD FINANCIAL SERVICES, LTD.

Quarter ended Q1 2024 · Filed April 16, 2024 · Accession 0001768130-24-000001

Total Value
$580.5M
Positions
161
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (161)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F339369,040$60.7M10.45%
2SCHWAB STRATEGIC TR808524797602,247$48.6M8.36%
3INVESCO EXCHANGE TRADED FD TIVZ226,174$38.3M6.60%
4VANGUARD SPECIALIZED FUNDS921908844172,151$31.4M5.42%
5APPLE INCAAPL141,718$24.3M4.19%
6INVESCO EXCHANGE TRADED FD TIVZ204,668$21.8M3.75%
7HARTFORD FDS EXCHANGE TRADED41653L305632,278$21.3M3.67%
8INVESCO ACTIVELY MANAGED ETFIVZ425,753$19.9M3.43%
9PGIM ETF TR69344A800456,764$19.0M3.27%
10SSGA ACTIVE ETF TR78467V848461,598$18.5M3.18%
11FIRST TR EXCHNG TRADED FD VI33740F805413,109$18.0M3.10%
12ISHARES TR46434V456446,226$17.7M3.05%
13PACER FDS TR69374H857318,076$15.6M2.69%
14VANGUARD WHITEHALL FDS921946810176,285$14.4M2.48%
15SCHWAB STRATEGIC TR808524755367,427$13.1M2.25%
16SPDR S&P 500 ETF TRSPY23,194$12.1M2.09%
17FIRST TR EXCHANGE-TRADED FD33738R506193,969$10.9M1.88%
18WISDOMTREE TRWT368,736$10.9M1.87%
19SPDR SER TR78468R408367,475$9.3M1.60%
20NVIDIA CORPORATIONNVDA8,748$7.9M1.36%
21INVESCO QQQ TRIVZ17,309$7.7M1.32%
22WISDOMTREE TRWT94,685$7.2M1.24%
23MICROSOFT CORPMSFT16,315$6.9M1.18%
24CHIPOTLE MEXICAN GRILL INCCMG1,855$5.4M0.93%
25J P MORGAN EXCHANGE TRADED F46641Q837104,570$5.3M0.91%
26BERKSHIRE HATHAWAY INC DELBRK-A12,532$5.3M0.91%
27VANECK ETF TRUST92189F437152,843$4.4M0.76%
28AMAZON COM INCAMZN24,124$4.4M0.75%
29FIRST TR EXCH TRADED FD III33739E108247,965$4.3M0.74%
30LATTICE STRATEGIES TR518416102144,389$4.0M0.70%
31SPDR SER TR78468R66342,626$3.9M0.67%
32VANECK ETF TRUST92189F64339,051$3.5M0.60%
33PEPSICO INCPEP17,845$3.1M0.54%
34VANGUARD INDEX FDS92290876910,653$2.8M0.48%
35SCHWAB STRATEGIC TR80852480566,650$2.6M0.45%
36ENERGY TRANSFER L PET-PI162,702$2.6M0.44%
37ENTERPRISE PRODS PARTNERS L29379210787,675$2.6M0.44%
38VANGUARD BD INDEX FDS92193782733,341$2.6M0.44%
39ISHARES TR4642872004,763$2.5M0.43%
40SCHWAB STRATEGIC TR80852470678,000$2.0M0.34%
41EXXON MOBIL CORPXOM14,439$1.7M0.29%
42ISHARES TR46432F84222,575$1.7M0.29%
43SABINE RTY TR78568810225,745$1.6M0.28%
44JANUS INTERNATIONAL GROUP INJBI104,926$1.6M0.27%
45BLACK STONE MINERALS L PBSMLP91,340$1.5M0.25%
46CADENCE BANK12740C10350,090$1.5M0.25%
47BROADCOM INCAVGO1,061$1.4M0.24%
48INDEPENDENT BANK GROUP INCINDB27,698$1.3M0.22%
49MASTERCARD INCORPORATEDMA2,619$1.3M0.22%
50SPDR INDEX SHS FDS78463X88934,105$1.2M0.21%
51JPMORGAN CHASE & COVYLD6,015$1.2M0.21%
52J P MORGAN EXCHANGE TRADED F46641Q33220,693$1.2M0.21%
53DORCHESTER MINERALS LPDMLP34,156$1.2M0.20%
54ONEOK INC NEWOKE14,321$1.1M0.20%
55SCHWAB CHARLES CORPSCHW-PJ15,085$1.1M0.19%
56ALPHABET INCGOOG7,080$1.1M0.18%
57SCHWAB STRATEGIC TR80852476318,124$1.0M0.18%
58ISHARES TR46428745711,984$980,0520.17%
59MERCK & CO INCMRK7,253$957,0830.16%
60NORTHROP GRUMMAN CORPNOC1,796$859,6800.15%
61TESLA INCTSLA4,864$855,0430.15%
62MPLX LPMPLXP20,437$849,3730.15%
63VIPER ENERGY INCVNOM20,362$783,1110.13%
64ISHARES TR46428750712,813$778,2800.13%
65ALPHABET INCGOOG5,027$765,4110.13%
66ISHARES TR4642872267,458$730,4770.13%
67PIONEER NAT RES CO7237871072,651$695,9770.12%
68J P MORGAN EXCHANGE TRADED F46654Q20312,499$677,9460.12%
69SOUTHWEST AIRLS CO84474110822,765$664,5190.11%
70DIREXION SHS ETF TR25460G336200,000$642,0000.11%
71GRAHAM HLDGS COGHM829$636,5050.11%
72COSTCO WHSL CORP NEW22160K105865$633,7020.11%
73ABBVIE INCABBV3,299$600,8100.10%
74ISHARES INC46434G10311,610$599,0970.10%
75AMGEN INCAMGN2,038$579,3990.10%
76HOME DEPOT INCHD1,485$569,7630.10%
77INTERNATIONAL BUSINESS MACHSINTR2,950$563,4210.10%
78JOHNSON & JOHNSONJNJ3,544$560,6120.10%
79SPDR GOLD TRGLD2,619$538,7810.09%
80TWO HBRS INVT CORP90187B80439,657$525,0580.09%
81NETFLIX INCNFLX862$523,5180.09%
82CHEVRON CORP NEWCVX3,319$523,4940.09%
83AGNC INVT CORP00123Q10452,474$519,4950.09%
84VANGUARD INDEX FDS9229085535,845$505,4540.09%
85ISHARES TR46435G4254,386$504,2340.09%
86ANNALY CAPITAL MANAGEMENT INNLY-PJ25,580$503,6650.09%
87WALMART INCWMT8,158$490,8880.08%
88SIREN ETF TR8296583017,161$473,1720.08%
89META PLATFORMS INCMETA973$472,4740.08%
90BOOKING HOLDINGS INCBKNG130$471,6240.08%
91VANGUARD INDEX FDS922908363976$469,1600.08%
92ISHARES TR4642886794,143$457,9670.08%
93CISCO SYS INCCSCO9,060$452,1610.08%
94DIREXION SHS ETF TR25459W7308,000$449,0400.08%
95SPDR SER TR78464A3005,383$446,6280.08%
96NORFOLK SOUTHN CORP6558441081,719$438,1220.08%
97SPDR SER TR78468R78810,702$435,6720.08%
98CAVA GROUP INCCAVA6,085$426,2540.07%
99CONOCOPHILLIPSCOP3,302$420,2150.07%
100NXP SEMICONDUCTORS N VNXPI1,692$419,2270.07%
101VISA INCV1,494$417,0040.07%
102BLACKSTONE INCBX3,145$413,2010.07%
103COCA COLA COKO6,538$399,9960.07%
104INTEL CORPINTC9,048$399,6430.07%
105VANGUARD INDEX FDS9229086522,210$387,2690.07%
106TEXAS INSTRS INC8825081042,178$379,4050.07%
107UBER TECHNOLOGIES INCUBER4,886$376,1730.06%
108YUM BRANDS INCYUM2,701$374,4940.06%
109PHILIP MORRIS INTL INC7181721093,911$358,3260.06%
110DIREXION SHS ETF TR25460G1613,028$353,4740.06%
111PFIZER INCPFE12,554$348,3840.06%
112INTUITIVE SURGICAL INCISRG853$340,4240.06%
113ISHARES TR4642876551,615$339,6180.06%
114ISHARES TR4642873094,002$337,9130.06%
115MANAGED PORTFOLIO SERIES56167N72011,727$327,8900.06%
116NORTHERN OIL & GAS INCNOG8,214$325,9320.06%
117ELI LILLY & COLLY405$314,7380.05%
118DIAMONDBACK ENERGY INCFANG1,584$313,9050.05%
119SELECT SECTOR SPDR TR81369Y8031,499$312,1970.05%
120LULULEMON ATHLETICA INCLULU791$309,0040.05%
121SPDR INDEX SHS FDS78463X5415,294$306,6960.05%
122ISHARES GOLD TRIAU7,238$304,0680.05%
123PALO ALTO NETWORKS INCPANW1,070$304,0190.05%
124VANGUARD WORLD FD92204A702572$300,1480.05%
125PROCTER AND GAMBLE CO7427181091,832$297,2710.05%
126LOCKHEED MARTIN CORPLMT647$294,5260.05%
127ASTRAZENECA PLCAZN4,240$287,2690.05%
128DIREXION SHS ETF TR25459Y2073,191$284,6330.05%
129DYNEX CAP INCDX-PC21,592$268,8200.05%
130PALANTIR TECHNOLOGIES INCPLTR11,626$267,5140.05%
131BANK AMERICA CORP0605051046,763$256,4550.04%
132ALTRIA GROUP INCMO5,801$253,0410.04%
133HONEYWELL INTL INC4385161061,216$249,5170.04%
134AMERICAN EXPRESS COAXP1,085$247,0440.04%
135STAR HLDGSSTHO19,000$245,4800.04%
136MORGAN STANLEYMS-PQ2,545$239,6270.04%
137TRIUMPH FINANCIAL INCTFIN-P3,000$237,9600.04%
138SELECT SECTOR SPDR TR81369Y5062,495$235,5110.04%
139GRANITE RIDGE RESOURCES INCGRNT35,621$231,5370.04%
140FIRST TR EXCHANGE-TRADED FD33738D1017,830$231,2240.04%
141VERIZON COMMUNICATIONS INCVZ5,445$228,4560.04%
142INVESCO EXCH TRADED FD TR IIIVZ1,224$223,5680.04%
143NIKE INCNKE2,311$217,2180.04%
144EOG RES INCEOG1,698$217,0710.04%
145ISHARES TR464287614642$216,3890.04%
146SPDR INDEX SHS FDS78463X5095,883$212,9060.04%
147ISHARES TR4642874652,633$210,2710.04%
148ISHARES TR4642888103,505$205,3450.04%
149ISHARES INC46434G7643,563$205,1120.04%
150CROWDSTRIKE HLDGS INCCRWD629$201,6510.03%
151ISHARES TR46434V4641,120$201,0300.03%
152GANNETT CO INCTDAY80,000$195,2000.03%
153SCHWAB CHARLES CORPSCHW-PJ10,000$180,1260.03%
154SPROTT PHYSICAL GOLD TRSII10,090$174,5570.03%
155SCHWAB CHARLES CORPSCHW-PJ15,000$133,9070.02%
156HANESBRANDS INC41034510222,268$129,1540.02%
157EZCORP INCEZPW10,000$113,3000.02%
158LUMINAR TECHNOLOGIES INCLAZRQ50,000$98,5000.02%
159VS TRUSTUVIX10,000$87,4500.02%
160MFS MULTIMARKET INCOME TRMMT10,000$46,3000.01%
161CONDUENT INCCNDT10,000$33,8000.01%