Houlihan Financial Resource Group, Ltd. Reduced Holdings in Q3 2025

Houlihan Financial Resource Group, Ltd.

  • $114 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-21.6K
- 51.79%
$617.65 - $666.84 $13.3M - $14.4M
20.1K $13.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-118K
- 58.34%
$50.47 - $50.74 $5.96M - $5.99M
84.3K $4.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-57.3K
- 53.1%
$108.46 - $120.63 $6.21M - $6.91M
50.6K $6.01M
MSFT
Microsoft Corp

Technology
-11.2K
- 66.44%
$491.09 - $535.64 $5.51M - $6.01M
5.67K $2.94M
VO
Vanguard Mid Cap ETF

ETFs
-17.5K
- 53.88%
$279.83 - $293.74 $4.89M - $5.13M
15K $4.39M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-160K
- 62.69%
$25.09 - $25.19 $4.01M - $4.03M
95.1K $2.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-48.7K
- 52.64%
$78.11 - $79.07 $3.8M - $3.85M
43.8K $3.46M
DGRO
Ishares Core Dividend Growth E

ETFs
-56.5K
- 52.77%
$64.12 - $68.08 $3.62M - $3.85M
50.6K $3.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.6K
- 51.02%
$211.65 - $238.24 $3.1M - $3.49M
14.1K $3.09M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-122K
- 55.49%
N/A
98.1K $2.33M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.97K
- 48.01%
$620.67 - $670.08 $3.09M - $3.33M
5.39K $3.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-119K
- 54.77%
$24.14 - $24.34 $2.88M - $2.9M
98.5K $2.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
-90.3K
- 60.76%
$30.67 - $32.13 $2.77M - $2.9M
58.4K $1.85M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-108K
- 52.59%
$25.24 - $25.56 $2.72M - $2.75M
97.1K $2.48M
GOOGL
Alphabet Inc.

Communication Services
-20.2K
- 51.34%
$174.36 - $254.72 $3.53M - $5.16M
19.2K $4.66M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-107K
- 52.52%
$23.13 - $23.54 $2.46M - $2.51M
96.3K $2.26M
HDV
Ishares Core High Dividend ETF

ETFs
-20.4K
- 53.66%
$118.16 - $123.66 $2.41M - $2.53M
17.6K $2.16M
MA
Mastercard Inc

Financial Services
-4.05K
- 55.03%
$550.18 - $598.96 $2.23M - $2.43M
3.31K $1.88M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-23K
- 59.11%
$92.18 - $95.14 $2.12M - $2.19M
15.9K $1.52M
V
Visa Inc.

Financial Services
-5.76K
- 52.44%
$332.09 - $358.86 $1.91M - $2.07M
5.23K $1.78M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.76K
- 53.96%
$567.09 - $607.37 $2.13M - $2.28M
3.21K $1.91M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-41.8K
- 52.87%
$46.37 - $47.77 $1.94M - $1.99M
37.2K $1.77M
CRM
Salesforce, Inc.

Technology
-6.36K
- 54.87%
$231.66 - $273.65 $1.47M - $1.74M
5.23K $1.24M
VUG
Vanguard Growth ETF

ETFs
-4.4K
- 48.47%
$433.97 - $484.08 $1.91M - $2.13M
4.68K $2.24M
VOE
Vanguard Mid Cap Value Index F

ETFs
-10.8K
- 50.99%
$164.63 - $174.58 $1.78M - $1.89M
10.4K $1.81M
VNQ
Vanguard Specialized Funds Van

ETFs
-19.1K
- 53.07%
$88.47 - $93.24 $1.69M - $1.78M
16.9K $1.54M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-19.4K
- 56.83%
$76.16 - $78.59 $1.48M - $1.52M
14.7K $1.15M
NVDA
Nvidia Corp

Technology
-8.97K
- 81.44%
$153.3 - $186.58 $1.38M - $1.67M
2.05K $381K
VGT
Vanguard Information Technolog

ETFs
-2.32K
- 45.86%
$656.44 - $753.15 $1.53M - $1.75M
2.74K $2.05M
IBDV
Ishares Tr

Technology
-57.9K
- 42.27%
$21.75 - $22.22 $1.26M - $1.29M
79.1K $1.75M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-22.6K
- 54.1%
$54.35 - $59.32 $1.23M - $1.34M
19.2K $1.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.15K
- 53.29%
$182.33 - $194.5 $1.12M - $1.2M
5.39K $1.05M
IGM
Ishares Expanded Tech Sector E

ETFs
-10K
- 56.53%
$110.96 - $127.67 $1.11M - $1.28M
7.72K $972K
KMI
Kinder Morgan, Inc.

Energy
-30K
- 56.1%
$26.23 - $28.5 $787K - $855K
23.5K $664K
GLD
Spdr Gold Trust

ETFs
-2.93K
- 63.46%
$300.96 - $355.47 $881K - $1.04M
1.69K $598K
VDC
Vanguard Consumer Staples ETF

ETFs
-2.79K
- 32.85%
$212.64 - $225.25 $592K - $627K
5.69K $1.22M
JNJ
Johnson & Johnson

Healthcare
-4.4K
- 58.37%
$155.17 - $185.42 $683K - $817K
3.14K $582K
IBM
International Business Machines Corp

Technology
-2.15K
- 62.76%
$234.77 - $292.47 $505K - $629K
1.28K $360K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.36K
- 41.53%
$78.96 - $80.04 $581K - $589K
10.4K $827K
VCR
Vanguard Consumer Discretionar

ETFs
-1.68K
- 36.53%
$359.61 - $401.35 $602K - $672K
2.91K $1.15M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4.28K
- 55.39%
$122.57 - $132.57 $525K - $567K
3.45K $447K
IGV
Ishares Expanded Tech Software

ETFs
-4.84K
- 44.73%
$105.96 - $117.79 $513K - $570K
5.98K $687K
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.53K
- 69.43%
$58.97 - $60.36 $503K - $515K
3.75K $225K
AMGN
Amgen Inc

Healthcare
-1.66K
- 49.43%
$271.18 - $309.22 $450K - $513K
1.7K $478K
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.72K
- 50.18%
$81.75 - $84.54 $468K - $484K
5.68K $477K
XLI
Industrial Sector Spdr

ETFs
-3.22K
- 45.04%
$147.94 - $154.99 $476K - $499K
3.93K $605K
VFH
Vanguard Financial ETF

ETFs
-3.75K
- 46.66%
$125.23 - $132.78 $470K - $498K
4.29K $562K
VHT
Vanguard Health Care ETF

ETFs
-2.08K
- 33.09%
$239.12 - $259.95 $497K - $540K
4.2K $1.09M
GOOG
Alphabet Inc.

Communication Services
-2.68K
- 73.81%
$175.16 - $255.24 $469K - $684K
951 $231K
Activity Summary
Buys All Purchases 1 New Holdings 0 Increased Positions 1 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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