Houlihan Financial Resource Group, Ltd. Incresed Positions in Q2 2025

Houlihan Financial Resource Group, Ltd.

  • $241 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 5.12%
$167.32 - $223.3 $234K - $312K
28.7K $6.5M
NVDA
Nvidia Corp

Technology
5.65K
+ 105.27%
$94.31 - $157.99 $533K - $893K
11K $1.78M
VUG
Vanguard Growth ETF

ETFs
16
+ 0.18%
$329.49 - $438.4 $5.27K - $7.01K
9.08K $4.06M
ORCL
Oracle Corp

Technology
19
+ 0.47%
$122.82 - $218.63 $2.33K - $4.15K
4.02K $953K
GOOG
Alphabet Inc.

Communication Services
1.8K
+ 98.31%
$146.58 - $180.01 $264K - $324K
3.63K $659K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.2K
+ 7.05%
$45.9 - $47.2 $239K - $245K
79K $3.71M
VCR
Vanguard Consumer Discretionar

ETFs
16
+ 0.35%
$290.42 - $364.35 $4.65K - $5.83K
4.59K $1.68M
IBDV
Ishares Tr

Technology
6.65K
+ 5.11%
$21.28 - $21.98 $142K - $146K
137K $3M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.01%
$116.42 - $147.52 $116 - $148
7.14K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
340
+ 32.02%
$483.48 - $539.8 $164K - $184K
1.4K $668K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.01%
$104.87 - $127.3 $105 - $127
8.04K $1.03M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.35K
+ 0.67%
$24.94 - $25.42 $33.7K - $34.4K
205K $5.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
952
+ 0.47%
$22.7 - $23.33 $21.6K - $22.2K
203K $4.73M
CRM
Salesforce, Inc.

Technology
259
+ 2.29%
$236.26 - $291.15 $61.2K - $75.4K
11.6K $3.08M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.01%
$103.88 - $123.68 $104 - $124
7.73K $959K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
442
+ 0.22%
$50.36 - $50.68 $22.3K - $22.4K
202K $10.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.1%
$376.48 - $440.65 $376 - $441
975 $430K
VZ
Verizon Communications Inc

Communication Services
1.03K
+ 7.28%
$41.67 - $45.62 $43K - $47K
15.2K $654K
VCIT
Vanguard Intermediate Term Cor

ETFs
2
+ 0.02%
$79.56 - $82.92 $159 - $166
11.4K $944K
D
Dominion Energy, Inc

Utilities
8
+ 0.09%
$49.66 - $58.0 $397 - $464
8.64K $490K
VDC
Vanguard Consumer Staples ETF

ETFs
22
+ 0.26%
$204.89 - $224.73 $4.51K - $4.94K
8.48K $1.84M
JNJ
Johnson & Johnson

Healthcare
96
+ 1.29%
$146.36 - $159.82 $14.1K - $15.3K
7.55K $1.19M
AAPL
Apple Inc.

Technology
760
+ 5.52%
$172.42 - $223.89 $131K - $170K
14.5K $3.01M
XOM
Exxon Mobil Corp

Energy
12
+ 0.2%
$99.93 - $119.04 $1.2K - $1.43K
5.93K $652K
DOW
Dow Inc.

Basic Materials
100
+ 1.05%
$25.81 - $34.89 $2.58K - $3.49K
9.66K $256K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.08%
$157.66 - $172.39 $631 - $690
5.01K $774K
CVX
Chevron Corp

Energy
15
+ 0.35%
$133.73 - $168.51 $2.01K - $2.53K
4.32K $640K
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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