Houlihan Financial Resource Group, Ltd. Reduced Holdings in Q4 2024

Houlihan Financial Resource Group, Ltd.

  • $235 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.28K
- 22.96%
$221.69 - $259.02 $948K - $1.11M
14.3K $3.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.41K
- 2.04%
$113.92 - $127.38 $274K - $306K
116K $13.3M
VO
Vanguard Mid Cap ETF

ETFs
-1.64K
- 4.67%
$261.5 - $284.63 $429K - $467K
33.5K $8.84M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.45K
- 3.32%
$77.02 - $78.58 $266K - $271K
101K $7.78M
VNQ
Vanguard Specialized Funds Van

ETFs
-915
- 2.41%
$87.85 - $98.6 $80.4K - $90.2K
37K $3.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.63K
- 2.76%
$50.37 - $50.6 $283K - $285K
198K $9.99M
PFF
Ishares Trust Ishares Pfd And

ETFs
-520
- 0.31%
$31.23 - $33.51 $16.2K - $17.4K
168K $5.28M
HDV
Ishares Core High Dividend ETF

ETFs
-381
- 0.95%
$110.82 - $121.28 $42.2K - $46.2K
39.9K $4.48M
AMGN
Amgen Inc

Healthcare
-90
- 2.57%
$258.78 - $328.31 $23.3K - $29.5K
3.42K $890K
VHT
Vanguard Health Care ETF

ETFs
-138
- 2.04%
$250.81 - $283.3 $34.6K - $39.1K
6.63K $1.68M
JNJ
Johnson & Johnson

Healthcare
-507
- 6.37%
$143.34 - $165.86 $72.7K - $84.1K
7.45K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
-375
- 1.67%
$160.89 - $176.18 $60.3K - $66.1K
22.1K $3.58M
DGRO
Ishares Core Dividend Growth E

ETFs
-138
- 0.12%
$60.73 - $64.94 $8.38K - $8.96K
112K $6.88M
UPS
United Parcel Service Inc

Industrials
-300
- 3.15%
$122.65 - $138.35 $36.8K - $41.5K
9.23K $1.16M
VZ
Verizon Communications Inc

Communication Services
-1.01K
- 6.44%
$39.6 - $45.21 $39.9K - $45.5K
14.6K $585K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-168
- 2.21%
$563.99 - $620.12 $94.8K - $104K
7.43K $4.23M
D
Dominion Energy, Inc

Utilities
-792
- 8.42%
$52.63 - $60.92 $41.7K - $48.2K
8.62K $464K
PEP
Pepsico Inc

Consumer Defensive
-120
- 3.49%
$151.29 - $176.1 $18.2K - $21.1K
3.32K $505K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.06K
- 2.39%
$567.81 - $607.81 $599K - $641K
43.1K $25.3M
LLY
Eli Lilly & CO

Healthcare
-9
- 1.79%
$727.2 - $932.06 $6.54K - $8.39K
495 $382K
HD
Home Depot, Inc.

Consumer Cyclical
-117
- 10.02%
$385.02 - $431.37 $45K - $50.5K
1.05K $409K
VGIT
Vanguard Intermediate Term Tre

ETFs
-470
- 3.48%
$57.78 - $60.4 $27.2K - $28.4K
13K $756K
TIP
Ishares Tr Tips Bd ETF

ETFs
-175
- 4.19%
$106.33 - $110.69 $18.6K - $19.4K
4K $426K
MMM
3 M CO

Industrials
-59
- 2.93%
$124.74 - $137.12 $7.36K - $8.09K
1.95K $252K
GRTS
Gritstone Bio, Inc.

Healthcare
-8K
- 40.0%
$0.02 - $0.22 $160 - $1.76K
12K $0
FDX
Fedex Corp

Industrials
-60
- 5.33%
$260.5 - $305.15 $15.6K - $18.3K
1.07K $300K
GLD
Spdr Gold Trust

ETFs
-11
- 0.24%
$236.59 - $257.5 $2.6K - $2.83K
4.64K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-574
- 7.7%
$77.25 - $91.3 $44.3K - $52.4K
6.88K $587K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.18%
$481.22 - $538.17 $481 - $538
550 $281K
CSCO
Cisco Systems, Inc.

Technology
-180
- 3.66%
$52.45 - $60.02 $9.44K - $10.8K
4.74K $281K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1
- 0.04%
$264.18 - $304.19 $264 - $304
2.76K $772K
WMT
Walmart Inc.

Consumer Defensive
-360
- 5.06%
$79.1 - $95.7 $28.5K - $34.5K
6.75K $610K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-772
- 8.13%
$45.39 - $62.98 $35K - $48.6K
8.73K $495K
IVV
Ishares Core S&P 500 ETF

ETFs
-128
- 1.2%
$570.51 - $610.59 $73K - $78.2K
10.5K $6.18M
NVDA
Nvidia Corp

Technology
-50
- 0.91%
$117.0 - $148.88 $5.85K - $7.44K
5.46K $733K
MA
Mastercard Inc

Financial Services
-261
- 3.28%
$491.3 - $536.15 $128K - $140K
7.71K $4.06M
TSLA
Tesla, Inc.

Consumer Cyclical
-60
- 5.18%
$213.65 - $479.86 $12.8K - $28.8K
1.1K $444K
VUG
Vanguard Growth ETF

ETFs
-256
- 2.52%
$378.79 - $428.11 $97K - $110K
9.89K $4.06M
V
Visa Inc.

Financial Services
-346
- 2.93%
$273.87 - $320.91 $94.8K - $111K
11.5K $3.62M
CRM
Salesforce, Inc.

Technology
-226
- 1.89%
$270.87 - $367.87 $61.2K - $83.1K
11.7K $3.91M
GOOGL
Alphabet Inc.

Communication Services
-912
- 2.17%
$161.86 - $196.66 $148K - $179K
41.2K $7.79M
AMZN
Amazon Com Inc

Consumer Cyclical
-551
- 1.93%
$180.88 - $232.93 $99.7K - $128K
28K $6.14M
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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