Houlihan Financial Resource Group, Ltd. Incresed Positions in Q3 2024

Houlihan Financial Resource Group, Ltd.

  • $242 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.1K
+ 14.31%
$23.63 - $24.42 $616K - $637K
208K $5.08M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
97
+ 0.23%
$125.95 - $142.04 $12.2K - $13.8K
41.9K $5.96M
DGRO
Ishares Core Dividend Growth E

ETFs
111
+ 0.1%
$57.47 - $62.76 $6.38K - $6.97K
112K $7.04M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17K
+ 8.65%
$23.75 - $23.75 $403K - $403K
213K $5.18M
HDV
Ishares Core High Dividend ETF

ETFs
35
+ 0.09%
$107.62 - $118.76 $3.77K - $4.16K
40.3K $4.74M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.0%
$83.76 - $91.82 $83.8 - $91.8
40.5K $3.7M
VDC
Vanguard Consumer Staples ETF

ETFs
83
+ 1.0%
$201.77 - $221.32 $16.7K - $18.4K
8.41K $1.84M
KMI
Kinder Morgan, Inc.

Energy
335
+ 0.59%
$19.72 - $22.22 $6.61K - $7.44K
56.8K $1.26M
ORCL
Oracle Corp

Technology
1
+ 0.02%
$125.9 - $170.35 $126 - $170
4K $682K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.01%
$120.56 - $135.44 $121 - $135
7.14K $967K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 7.84%
$405.19 - $478.57 $30.4K - $35.9K
1.03K $475K
D
Dominion Energy, Inc

Utilities
8
+ 0.09%
$48.01 - $58.53 $384 - $468
9.41K $544K
MMM
3 M CO

Industrials
1
+ 0.05%
$99.69 - $139.42 $99.7 - $139
2.01K $275K
VPU
Vanguard Utilities ETF

ETFs
6
+ 0.25%
$146.64 - $174.54 $880 - $1.05K
2.4K $417K
VZ
Verizon Communications Inc

Communication Services
31
+ 0.2%
$38.89 - $45.0 $1.21K - $1.4K
15.6K $702K
AMGN
Amgen Inc

Healthcare
77
+ 2.25%
$309.38 - $337.38 $23.8K - $26K
3.51K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
185
+ 11.16%
$194.9 - $224.8 $36.1K - $41.6K
1.84K $389K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.02%
$514.43 - $606.85 $514 - $607
5.07K $2.97M
CSCO
Cisco Systems, Inc.

Technology
435
+ 9.69%
$44.74 - $53.22 $19.5K - $23.2K
4.92K $262K
VCIT
Vanguard Intermediate Term Cor

ETFs
3
+ 0.03%
$79.29 - $84.02 $238 - $252
11.5K $963K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5
+ 0.03%
$76.94 - $79.54 $385 - $398
17.9K $1.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.1%
$386.81 - $423.12 $387 - $423
974 $412K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.18%
$434.77 - $502.96 $435 - $503
551 $269K
BAC
Bank Of America Corp

Financial Services
77
+ 0.34%
$36.65 - $44.13 $2.82K - $3.4K
23K $914K
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.06%
$111.15 - $128.97 $333 - $387
4.72K $536K
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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