Houlihan Financial Resource Group, Ltd. Purchases in Q3 2024

Houlihan Financial Resource Group, Ltd.

  • $242 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPG
Ppg Industries Inc

Basic Materials
1.6K
New
$118.32 - $134.55 $189K - $215K
1.6K $212K
VAW
Vanguard Materials ETF

ETFs
987
New
$189.89 - $213.71 $187K - $211K
987 $209K
TFC
Truist Financial Corp

Financial Services
4.87K
New
$38.22 - $44.94 $186K - $219K
4.87K $208K
CRM
Salesforce, Inc.

Technology
26
+ 0.22%
$238.42 - $276.53 $6.2K - $7.19K
11.9K $3.27M
NEE
Nextera Energy Inc

Utilities
2.41K
New
$69.9 - $84.97 $168K - $205K
2.41K $203K
CLX
Clorox CO

Consumer Defensive
1.23K
New
$131.73 - $166.97 $162K - $206K
1.23K $201K
VDC
Vanguard Consumer Staples ETF

ETFs
83
+ 1.0%
$201.77 - $221.32 $16.7K - $18.4K
8.41K $1.84M
KMI
Kinder Morgan, Inc.

Energy
335
+ 0.59%
$19.72 - $22.22 $6.61K - $7.44K
56.8K $1.26M
ORCL
Oracle Corp

Technology
1
+ 0.02%
$125.9 - $170.35 $126 - $170
4K $682K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.01%
$120.56 - $135.44 $121 - $135
7.14K $967K
D
Dominion Energy, Inc

Utilities
8
+ 0.09%
$48.01 - $58.53 $384 - $468
9.41K $544K
MMM
3 M CO

Industrials
1
+ 0.05%
$99.69 - $139.42 $99.7 - $139
2.01K $275K
VPU
Vanguard Utilities ETF

ETFs
6
+ 0.25%
$146.64 - $174.54 $880 - $1.05K
2.4K $417K
AMGN
Amgen Inc

Healthcare
77
+ 2.25%
$309.38 - $337.38 $23.8K - $26K
3.51K $1.13M
VZ
Verizon Communications Inc

Communication Services
31
+ 0.2%
$38.89 - $45.0 $1.21K - $1.4K
15.6K $702K
JPM
Jpmorgan Chase & CO

Financial Services
185
+ 11.16%
$194.9 - $224.8 $36.1K - $41.6K
1.84K $389K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.02%
$514.43 - $606.85 $514 - $607
5.07K $2.97M
CSCO
Cisco Systems, Inc.

Technology
435
+ 9.69%
$44.74 - $53.22 $19.5K - $23.2K
4.92K $262K
VCIT
Vanguard Intermediate Term Cor

ETFs
3
+ 0.03%
$79.29 - $84.02 $238 - $252
11.5K $963K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5
+ 0.03%
$76.94 - $79.54 $385 - $398
17.9K $1.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.1%
$386.81 - $423.12 $387 - $423
974 $412K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.18%
$434.77 - $502.96 $435 - $503
551 $269K
BAC
Bank Of America Corp

Financial Services
77
+ 0.34%
$36.65 - $44.13 $2.82K - $3.4K
23K $914K
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.06%
$111.15 - $128.97 $333 - $387
4.72K $536K
Activity Summary
Buys All Purchases 75 New Holdings 45 Increased Positions 30 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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