HOWARD BAILEY SECURITIES, LLC - Portfolio overview

HOWARD BAILEY SECURITIES, LLC has 173 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCEC - CAPITOL SER TR, 10.70%
2. IWY - ISHARES TR, 10.10%
3. IWX - ISHARES TR, 6.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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