Houlihan Financial Resource Group, Ltd. Incresed Positions in Q4 2024

Houlihan Financial Resource Group, Ltd.

  • $235 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDV
Ishares Tr

Technology
33.5K
+ 37.59%
$21.24 - $22.15 $711K - $741K
122K $2.62M
JCPB
J P Morgan Exchange Traded Fd

ETFs
16.3K
+ 29.21%
$46.07 - $48.17 $751K - $786K
72.2K $3.32M
KMI
Kinder Morgan, Inc.

Energy
1K
+ 1.77%
$22.59 - $28.54 $22.7K - $28.7K
57.8K $1.58M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.6K
+ 7.49%
$23.88 - $24.32 $373K - $379K
224K $5.36M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.4K
+ 5.82%
N/A
226K $5.43M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.6K
+ 7.56%
$24.82 - $25.48 $361K - $371K
207K $5.16M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.6K
+ 8.25%
$22.71 - $23.47 $353K - $365K
204K $4.65M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.16K
+ 3.07%
$25.0 - $25.11 $204K - $205K
274K $6.85M
VCR
Vanguard Consumer Discretionar

ETFs
61
+ 1.35%
$328.51 - $401.37 $20K - $24.5K
4.57K $1.72M
IGM
Ishares Expanded Tech Sector E

ETFs
200
+ 1.08%
$94.19 - $106.95 $18.8K - $21.4K
18.7K $1.91M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.46K
+ 8.17%
$77.86 - $79.27 $114K - $116K
19.4K $1.51M
VFH
Vanguard Financial ETF

ETFs
2
+ 0.02%
$108.87 - $126.2 $218 - $252
8.04K $949K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.01%
$121.89 - $135.52 $122 - $136
7.96K $994K
IBM
International Business Machines Corp

Technology
3
+ 0.08%
$204.9 - $238.04 $615 - $714
3.59K $788K
CVX
Chevron Corp

Energy
13
+ 0.3%
$141.15 - $162.53 $1.83K - $2.11K
4.3K $622K
CAT
Caterpillar Inc

Industrials
25
+ 3.32%
$360.37 - $416.88 $9.01K - $10.4K
779 $283K
VPU
Vanguard Utilities ETF

ETFs
12
+ 0.5%
$160.52 - $179.11 $1.93K - $2.15K
2.41K $394K
XLI
Industrial Sector Spdr

ETFs
3
+ 0.04%
$131.76 - $143.99 $395 - $432
7.14K $941K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.08%
$161.05 - $179.7 $644 - $719
5K $839K
VCIT
Vanguard Intermediate Term Cor

ETFs
3
+ 0.03%
$80.13 - $83.77 $240 - $251
11.5K $923K
VDC
Vanguard Consumer Staples ETF

ETFs
62
+ 0.74%
$210.96 - $223.62 $13.1K - $13.9K
8.48K $1.79M
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.06%
$96.31 - $114.76 $289 - $344
4.72K $470K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
65
+ 0.16%
$88.59 - $94.57 $5.76K - $6.15K
40.5K $3.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
310
+ 0.9%
$74.5 - $78.37 $23.1K - $24.3K
34.7K $2.59M
MSFT
Microsoft Corp

Technology
2
+ 0.01%
$406.35 - $454.46 $813 - $909
17.4K $7.32M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
51
+ 0.12%
$131.66 - $144.0 $6.71K - $7.34K
42K $5.55M
Activity Summary
Buys All Purchases 29 New Holdings 2 Increased Positions 27 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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