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Howard Financial Services, Ltd. Buys iShares Core S&P 500, iShares 1-3 Year Treasury Bond ETF, WisdomTree U.S. Quality Dividend Growth Fund, Sells Schwab International Equity, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Schwab Short-Term U.S. Trea

Investment company Howard Financial Services, Ltd. buys iShares Core S&P 500, iShares 1-3 Year Treasury Bond ETF, WisdomTree U.S. Quality Dividend Growth Fund, Schwab US Dividend Equity, SPDR S&P 500, Atmos Energy Corp, iShares Edge MSCI USA Value Factor, Hilltop Holdings Inc, The Home Depot Inc, SPDR Select Sector Fund - Energy Select Sector, GlaxoSmithKline PLC, SPDR Select Sector Fund - Financial, Alphabet Inc, Wells Fargo, Alphabet Inc, Lilis Energy Inc, sells Schwab International Equity, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Schwab Short-Term U.S. Treasury, Vanguard Short-Term Bond, Reata Pharmaceuticals Inc, SPDR Bloomberg Barclays Convertible Securities, Vanguard Mid-Cap Value, iShares Russell 2000, FedEx Corp, Spirit of Texas Bancshares Inc, Sabine Royalty Trust, iShares Russell 2000 Growth, iShares Core MSCI EAFE, Facebook Inc, AT&T Inc, General Electric Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Howard Financial Services, Ltd.. As of 2019Q1, Howard Financial Services, Ltd. owns 87 stocks with a total value of $126 million. These are the details of the buys and sells.

For the details of HOWARD FINANCIAL SERVICES, LTD.'s stock buys and sells, go to https://www.gurufocus.com/guru/howard+financial+services%2C+ltd./current-portfolio/portfolio

These are the top 5 holdings of HOWARD FINANCIAL SERVICES, LTD.
  1. Invesco S&P 500 Equal Weight (RSP) - 161,292 shares, 13.40% of the total portfolio. Shares added by 5.50%
  2. Schwab International Equity (SCHF) - 302,124 shares, 7.52% of the total portfolio. Shares reduced by 30%
  3. PepsiCo Inc (PEP) - 70,703 shares, 6.89% of the total portfolio.
  4. Vanguard Div Appreciation (VIG) - 60,101 shares, 5.24% of the total portfolio. Shares added by 6.72%
  5. iShares 1-3 Year Treasury Bond ETF (SHY) - 70,159 shares, 4.69% of the total portfolio. Shares added by 24.61%
New Purchase: Atmos Energy Corp (ATO)

Howard Financial Services, Ltd. initiated holding in Atmos Energy Corp. The purchase prices were between $89.85 and $103.72, with an estimated average price of $97.35. The stock is now traded at around $102.16. The impact to a portfolio due to this purchase was 0.52%. The holding were 6,391 shares as of .

New Purchase: iShares Edge MSCI USA Value Factor (VLUE)

Howard Financial Services, Ltd. initiated holding in iShares Edge MSCI USA Value Factor. The purchase prices were between $71.93 and $82.24, with an estimated average price of $79.16. The stock is now traded at around $78.93. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,100 shares as of .

New Purchase: Hilltop Holdings Inc (HTH)

Howard Financial Services, Ltd. initiated holding in Hilltop Holdings Inc. The purchase prices were between $17.09 and $19.93, with an estimated average price of $18.59. The stock is now traded at around $20.07. The impact to a portfolio due to this purchase was 0.24%. The holding were 16,894 shares as of .

New Purchase: The Home Depot Inc (HD)

Howard Financial Services, Ltd. initiated holding in The Home Depot Inc. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $190.77. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,354 shares as of .

New Purchase: SPDR Select Sector Fund - Energy Select Sector (XLE)

Howard Financial Services, Ltd. initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $57.35 and $67.29, with an estimated average price of $64.16. The stock is now traded at around $63.69. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,503 shares as of .

New Purchase: SPDR Select Sector Fund - Financial (XLF)

Howard Financial Services, Ltd. initiated holding in SPDR Select Sector Fund - Financial. The purchase prices were between $23.48 and $26.9, with an estimated average price of $25.79. The stock is now traded at around $26.83. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,125 shares as of .

Added: iShares Core S&P 500 (IVV)

Howard Financial Services, Ltd. added to a holding in iShares Core S&P 500 by 128.42%. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $284.63. The impact to a portfolio due to this purchase was 1.2%. The holding were 9,461 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Howard Financial Services, Ltd. added to a holding in iShares 1-3 Year Treasury Bond ETF by 24.61%. The purchase prices were between $83.51 and $84.18, with an estimated average price of $83.71. The stock is now traded at around $84.13. The impact to a portfolio due to this purchase was 0.93%. The holding were 70,159 shares as of .

Added: WisdomTree U.S. Quality Dividend Growth Fund (DGRW)

Howard Financial Services, Ltd. added to a holding in WisdomTree U.S. Quality Dividend Growth Fund by 252.18%. The purchase prices were between $37.24 and $43.27, with an estimated average price of $41.21. The stock is now traded at around $42.42. The impact to a portfolio due to this purchase was 0.85%. The holding were 34,616 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Howard Financial Services, Ltd. added to a holding in Schwab US Dividend Equity by 26.65%. The purchase prices were between $46.05 and $52.53, with an estimated average price of $50.4. The stock is now traded at around $51.88. The impact to a portfolio due to this purchase was 0.79%. The holding were 90,309 shares as of .

Added: SPDR S&P 500 (SPY)

Howard Financial Services, Ltd. added to a holding in SPDR S&P 500 by 39.20%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $282.69. The impact to a portfolio due to this purchase was 0.59%. The holding were 9,371 shares as of .

Added: Lilis Energy Inc (LLEX)

Howard Financial Services, Ltd. added to a holding in Lilis Energy Inc by 66.67%. The purchase prices were between $1.17 and $2.17, with an estimated average price of $1.73. The stock is now traded at around $1.00. The impact to a portfolio due to this purchase was 0.01%. The holding were 25,000 shares as of .

Sold Out: Reata Pharmaceuticals Inc (RETA)

Howard Financial Services, Ltd. sold out a holding in Reata Pharmaceuticals Inc. The sale prices were between $51.9 and $101.79, with an estimated average price of $82.55.

Sold Out: SPDR Bloomberg Barclays Convertible Securities (CWB)

Howard Financial Services, Ltd. sold out a holding in SPDR Bloomberg Barclays Convertible Securities. The sale prices were between $45.63 and $52.64, with an estimated average price of $50.45.

Sold Out: Vanguard Mid-Cap Value (VOE)

Howard Financial Services, Ltd. sold out a holding in Vanguard Mid-Cap Value. The sale prices were between $93.87 and $109.02, with an estimated average price of $104.86.

Sold Out: iShares Russell 2000 (IWM)

Howard Financial Services, Ltd. sold out a holding in iShares Russell 2000. The sale prices were between $131.9 and $157.82, with an estimated average price of $149.93.

Sold Out: FedEx Corp (FDX)

Howard Financial Services, Ltd. sold out a holding in FedEx Corp. The sale prices were between $157.19 and $185.62, with an estimated average price of $176.54.

Sold Out: Spirit of Texas Bancshares Inc (STXB)

Howard Financial Services, Ltd. sold out a holding in Spirit of Texas Bancshares Inc. The sale prices were between $20.67 and $23.18, with an estimated average price of $21.67.



Here is the complete portfolio of HOWARD FINANCIAL SERVICES, LTD.. Also check out:

1. HOWARD FINANCIAL SERVICES, LTD.'s Undervalued Stocks
2. HOWARD FINANCIAL SERVICES, LTD.'s Top Growth Companies, and
3. HOWARD FINANCIAL SERVICES, LTD.'s High Yield stocks
4. Stocks that HOWARD FINANCIAL SERVICES, LTD. keeps buying

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