Number of Shares
5,425.00
Current Holdings Value*
$427,760.00
% of Portfolio
0.03%
Total Estimate Gain
$323,711.58
% of Total Estimate Gain
14.42%

Howard Capital Management Group, LLC's Utilities Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Howard Capital Management Group, LLC held 5,425.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $427,760.00. This investment constitutes 0.03% of their stock portfolio, and Howard Capital Management Group, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2023Q1. And since then Howard Capital Management Group, LLC has made 7 purchases of XLU, at an average price of $68.86, for a total of 32,602.00 shares. In addition, there have been 2 sales at an average price of $78.17 for 27,177.00 shares. Based on historical transaction data and XLU's current price of $81.90, Howard Capital Management Group, LLC's estimated gain on his XLU holdings is $323,711.58, reflecting a 14.42% gain to date.

Howard Capital Management Group, LLC XLU ($81.90) Holding Chart

Howard Capital Management Group, LLC XLU ($81.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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