Houlihan Financial Resource Group, Ltd. Reduced Holdings in Q1 2025

Houlihan Financial Resource Group, Ltd.

  • $223 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.18K
- 2.74%
$551.42 - $612.93 $652K - $724K
41.9K $23.4M
GOOGL
Alphabet Inc.

Communication Services
-1.59K
- 3.87%
$154.33 - $206.19 $246K - $329K
39.6K $6.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.58K
- 3.09%
$102.49 - $119.96 $367K - $429K
112K $11.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-694
- 2.48%
$190.26 - $242.06 $132K - $168K
27.3K $5.19M
MSFT
Microsoft Corp

Technology
-312
- 1.8%
$375.39 - $447.2 $117K - $140K
17.1K $6.4M
CRM
Salesforce, Inc.

Technology
-384
- 3.28%
$268.36 - $359.95 $103K - $138K
11.3K $3.04M
VUG
Vanguard Growth ETF

ETFs
-826
- 8.35%
$369.1 - $427.61 $305K - $353K
9.06K $3.36M
AAPL
Apple Inc.

Technology
-592
- 4.13%
$209.68 - $247.1 $124K - $146K
13.8K $3.06M
PFF
Ishares Trust Ishares Pfd And

ETFs
-13.1K
- 7.8%
$30.73 - $32.26 $403K - $423K
155K $4.76M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-183
- 2.46%
$522.96 - $601.18 $95.7K - $110K
7.24K $3.86M
IGM
Ishares Expanded Tech Sector E

ETFs
-902
- 4.82%
$90.67 - $108.46 $81.8K - $97.8K
17.8K $1.62M
VCR
Vanguard Consumer Discretionar

ETFs
-3
- 0.07%
$318.51 - $391.75 $956 - $1.18K
4.57K $1.49M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-9.26K
- 3.38%
$25.05 - $25.16 $232K - $233K
264K $6.65M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.02K
- 3.58%
$60.46 - $64.42 $243K - $259K
108K $6.68M
TSLA
Tesla, Inc.

Consumer Cyclical
-56
- 5.1%
$222.15 - $428.22 $12.4K - $24K
1.04K $270K
UPS
United Parcel Service Inc

Industrials
-100
- 1.08%
$109.66 - $136.26 $11K - $13.6K
9.13K $1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-300
- 4.36%
$65.15 - $91.81 $19.5K - $27.5K
6.58K $429K
NVDA
Nvidia Corp

Technology
-93
- 1.7%
$106.98 - $149.43 $9.95K - $13.9K
5.37K $582K
VBK
Vanguard Small Cap Growth ETF

ETFs
-262
- 9.5%
$247.97 - $296.33 $65K - $77.6K
2.5K $628K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-898
- 10.29%
$47.25 - $67.02 $42.4K - $60.2K
7.83K $373K
VV
Vanguard Large Cap ETF

ETFs
-321
- 15.33%
$253.32 - $282.66 $81.3K - $90.7K
1.77K $456K
VOE
Vanguard Mid Cap Value Index F

ETFs
-502
- 2.27%
$156.61 - $168.02 $78.6K - $84.3K
21.6K $3.47M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-223
- 10.76%
$302.31 - $337.54 $67.4K - $75.3K
1.85K $567K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.36K
- 2.34%
$76.94 - $78.28 $182K - $185K
98.3K $7.69M
GOOG
Alphabet Inc.

Communication Services
-50
- 2.66%
$156.06 - $207.71 $7.8K - $10.4K
1.83K $286K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-229
- 2.88%
$117.4 - $131.02 $26.9K - $30K
7.73K $925K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.77K
- 2.13%
$23.9 - $24.18 $114K - $115K
219K $5.3M
DIS
Walt Disney CO

Communication Services
-100
- 2.56%
$96.87 - $114.0 $9.69K - $11.4K
3.81K $376K
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 7.43%
$890.62 - $1076.86 $89.1K - $108K
1.25K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
-80
- 7.61%
$347.25 - $424.87 $27.8K - $34K
971 $356K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-3.37K
- 1.49%
N/A
222K $5.38M
FDX
Fedex Corp

Industrials
-40
- 3.76%
$230.33 - $281.53 $9.21K - $11.3K
1.03K $250K
KMI
Kinder Morgan, Inc.

Energy
-3.8K
- 6.58%
$26.1 - $31.22 $99.3K - $119K
54K $1.54M
WMT
Walmart Inc.

Consumer Defensive
-240
- 3.55%
$84.5 - $105.05 $20.3K - $25.2K
6.51K $572K
UNP
Union Pacific Corp

Industrials
-200
- 14.27%
$225.21 - $254.42 $45K - $50.9K
1.2K $284K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.37K
- 3.26%
$128.74 - $138.67 $176K - $190K
40.6K $5.51M
VGIT
Vanguard Intermediate Term Tre

ETFs
-760
- 5.83%
$57.44 - $59.4 $43.7K - $45.1K
12.3K $729K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-496
- 2.56%
$77.7 - $78.94 $38.5K - $39.2K
18.9K $1.49M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-3.8K
- 1.83%
$24.79 - $25.26 $94.2K - $96K
203K $5.14M
PEP
Pepsico Inc

Consumer Defensive
-80
- 2.41%
$142.64 - $156.42 $11.4K - $12.5K
3.24K $486K
JPM
Jpmorgan Chase & CO

Financial Services
-99
- 5.37%
$225.19 - $279.95 $22.3K - $27.7K
1.74K $428K
WFC
Wells Fargo & Company

Financial Services
-60
- 1.99%
$66.78 - $81.42 $4.01K - $4.89K
2.95K $212K
CSCO
Cisco Systems, Inc.

Technology
-70
- 1.48%
$58.74 - $64.87 $4.11K - $4.54K
4.67K $288K
VCIT
Vanguard Intermediate Term Cor

ETFs
-99
- 0.86%
$79.17 - $82.04 $7.84K - $8.12K
11.4K $932K
VNQ
Vanguard Specialized Funds Van

ETFs
-440
- 1.19%
$85.55 - $94.34 $37.6K - $41.5K
36.5K $3.31M
TIP
Ishares Tr Tips Bd ETF

ETFs
-20
- 0.5%
$106.22 - $111.09 $2.12K - $2.22K
3.98K $442K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-2.1K
- 1.03%
$22.61 - $23.14 $47.4K - $48.5K
202K $4.67M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-509
- 1.47%
$73.78 - $76.59 $37.6K - $39K
34.2K $2.62M
MMM
3 M CO

Industrials
-39
- 2.0%
$129.7 - $155.12 $5.06K - $6.05K
1.91K $281K
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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