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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
118K
New
$105.53 - $118.34 $12.5M - $14M
118K $13.8M
VO
Vanguard Mid Cap ETF

ETFs
35.1K
New
$237.84 - $263.83 $8.35M - $9.26M
35.1K $9.26M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
104K
New
$76.38 - $78.87 $7.95M - $8.21M
104K $8.19M
MSFT
Microsoft Corp

Technology
17.4K
New
$395.15 - $467.56 $6.86M - $8.12M
17.4K $7.47M
IVV
Ishares Core S&P 500 ETF

ETFs
10.6K
New
$520.18 - $576.82 $5.53M - $6.13M
10.6K $6.13M
PFF
Ishares Trust Ishares Pfd And

ETFs
169K
New
$31.18 - $33.5 $5.25M - $5.65M
169K $5.6M
VUG
Vanguard Growth ETF

ETFs
10.1K
New
$341.08 - $391.94 $3.46M - $3.98M
10.1K $3.89M
VOE
Vanguard Mid Cap Value Index F

ETFs
22.5K
New
$149.02 - $167.67 $3.35M - $3.77M
22.5K $3.77M
VNQ
Vanguard Specialized Funds Van

ETFs
37.9K
New
$82.97 - $98.97 $3.14M - $3.75M
37.9K $3.69M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
34.4K
New
$74.26 - $78.84 $2.55M - $2.71M
34.4K $2.69M
JCPB
J P Morgan Exchange Traded Fd

ETFs
33.6K
+ 150.48%
$45.87 - $48.53 $1.54M - $1.63M
55.8K $2.69M
IBDV
Ishares Tr

Technology
67.1K
+ 306.86%
$21.11 - $22.24 $1.42M - $1.49M
89K $1.97M
UPS
United Parcel Service Inc

Industrials
9.53K
New
$123.32 - $147.38 $1.18M - $1.4M
9.53K $1.3M
JNJ
Johnson & Johnson

Healthcare
7.96K
New
$145.48 - $167.38 $1.16M - $1.33M
7.96K $1.29M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.95K
New
$111.9 - $124.28 $890K - $989K
7.95K $983K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.4K
+ 18.02%
$24.62 - $25.59 $724K - $752K
193K $4.92M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
31.3K
+ 19.89%
$22.51 - $23.57 $704K - $737K
188K $4.43M
PG
Procter & Gamble CO

Consumer Defensive
5K
New
$160.76 - $177.82 $803K - $889K
5K $866K
IBM
International Business Machines Corp

Technology
3.58K
New
$175.1 - $223.38 $627K - $800K
3.58K $792K
IWV
Ishares Russell 3000 ETF

ETFs
2.32K
New
$294.75 - $326.73 $685K - $759K
2.32K $759K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.1K
+ 14.31%
$23.63 - $24.42 $616K - $637K
208K $5.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.76K
New
$240.48 - $267.94 $663K - $739K
2.76K $738K
WBS
Webster Financial Corp

Financial Services
15.6K
New
$42.49 - $49.62 $662K - $773K
15.6K $726K
MAR
Marriott International Inc

Consumer Cyclical
2.75K
New
$211.35 - $255.11 $582K - $702K
2.75K $684K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.07K
New
$283.28 - $314.39 $587K - $652K
2.07K $652K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
97
+ 0.23%
$125.95 - $142.04 $12.2K - $13.8K
41.9K $5.96M
CVX
Chevron Corp

Energy
4.28K
New
$137.88 - $161.97 $591K - $694K
4.28K $631K
PEP
Pepsico Inc

Consumer Defensive
3.44K
New
$161.9 - $179.3 $557K - $617K
3.44K $585K
DGRO
Ishares Core Dividend Growth E

ETFs
111
+ 0.1%
$57.47 - $62.76 $6.38K - $6.97K
112K $7.04M
WMT
Walmart Inc.

Consumer Defensive
7.11K
New
$66.91 - $81.4 $476K - $579K
7.11K $574K
VV
Vanguard Large Cap ETF

ETFs
2.09K
New
$236.92 - $263.4 $496K - $552K
2.09K $551K
DOW
Dow Inc.

Basic Materials
9.56K
New
$50.15 - $55.41 $479K - $530K
9.56K $522K
VTI
Vanguard Total Stock Market Et

ETFs
1.82K
New
$255.18 - $283.2 $465K - $516K
1.82K $516K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17K
+ 8.65%
$23.75 - $23.75 $403K - $403K
213K $5.18M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.52K
New
$54.38 - $59.77 $463K - $509K
8.52K $505K
HD
Home Depot, Inc.

Consumer Cyclical
1.17K
New
$333.64 - $405.2 $390K - $473K
1.17K $473K
OMC
Omnicom Group Inc.

Communication Services
4.5K
New
$87.69 - $103.9 $395K - $468K
4.5K $465K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.17K
New
$105.92 - $110.83 $442K - $462K
4.17K $461K
LLY
Eli Lilly & CO

Healthcare
504
New
$772.14 - $960.02 $389K - $484K
504 $447K
DIS
Walt Disney CO

Communication Services
3.91K
New
$85.6 - $98.61 $335K - $385K
3.91K $376K
HDV
Ishares Core High Dividend ETF

ETFs
35
+ 0.09%
$107.62 - $118.76 $3.77K - $4.16K
40.3K $4.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.76K
New
$57.32 - $62.65 $330K - $361K
5.76K $359K
UNP
Union Pacific Corp

Industrials
1.4K
New
$221.78 - $256.09 $311K - $359K
1.4K $346K
SYY
Sysco Corp

Consumer Defensive
4.38K
New
$69.16 - $78.98 $303K - $346K
4.38K $342K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.0%
$83.76 - $91.82 $83.8 - $91.8
40.5K $3.7M
CAT
Caterpillar Inc

Industrials
754
New
$316.8 - $391.12 $239K - $295K
754 $295K
EMR
Emerson Electric CO

Industrials
2.61K
New
$98.19 - $118.87 $256K - $310K
2.61K $285K
VXF
Vanguard Extended Market ETF

ETFs
1.37K
New
$163.98 - $182.92 $225K - $251K
1.37K $249K
RTX
Raytheon Technologies Corp

Industrials
1.81K
New
$99.55 - $123.34 $180K - $223K
1.81K $219K
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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