Houlihan Financial Resource Group, Ltd. Sells in Q2 2025

Houlihan Financial Resource Group, Ltd.

  • $241 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.8K
- 5.9%
$77.74 - $78.78 $451K - $457K
92.5K $7.27M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-9.4K
- 3.55%
$25.04 - $25.18 $235K - $237K
255K $6.42M
VHT
Vanguard Health Care ETF

ETFs
-344
- 5.19%
$236.71 - $261.92 $81.4K - $90.1K
6.28K $1.53M
HDV
Ishares Core High Dividend ETF

ETFs
-369
- 0.96%
$108.41 - $120.51 $40K - $44.5K
38.1K $4.48M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.23K
- 4.02%
$29.0 - $30.68 $181K - $191K
149K $4.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.89K
- 43.87%
$57.41 - $74.81 $166K - $216K
3.69K $269K
UPS
United Parcel Service Inc

Industrials
-700
- 7.67%
$91.92 - $110.2 $64.3K - $77.1K
8.43K $851K
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 16.05%
$908.13 - $1056.85 $182K - $211K
1.05K $1.03M
VNQ
Vanguard Specialized Funds Van

ETFs
-547
- 1.5%
$79.79 - $91.42 $43.6K - $50K
36K $3.21M
MRK
Merck & Co., Inc.

Healthcare
-389
- 8.23%
$73.47 - $87.12 $28.6K - $33.9K
4.34K $341K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-639
- 1.61%
$85.42 - $94.39 $54.6K - $60.3K
39K $3.64M
V
Visa Inc.

Financial Services
-175
- 1.57%
$308.27 - $373.31 $53.9K - $65.3K
11K $3.85M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-513
- 1.26%
$121.58 - $136.74 $62.4K - $70.1K
40.1K $5.47M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.98K
- 0.89%
N/A
220K $5.34M
FDX
Fedex Corp

Industrials
-50
- 4.88%
$198.07 - $245.17 $9.9K - $12.3K
975 $220K
MMM
3 M CO

Industrials
-240
- 12.55%
$126.09 - $154.15 $30.3K - $37K
1.67K $252K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.38K
- 0.63%
$23.96 - $24.27 $33K - $33.4K
218K $5.28M
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 5.15%
$335.24 - $380.78 $16.8K - $19K
921 $338K
TIP
Ishares Tr Tips Bd ETF

ETFs
-82
- 2.06%
$107.93 - $110.97 $8.85K - $9.1K
3.9K $428K
KMI
Kinder Morgan, Inc.

Energy
-560
- 1.04%
$25.21 - $29.4 $14.1K - $16.5K
53.5K $1.54M
CAT
Caterpillar Inc

Industrials
-150
- 19.26%
$273.94 - $388.21 $41.1K - $58.2K
629 $264K
VPU
Vanguard Utilities ETF

ETFs
-95
- 3.93%
$158.36 - $178.82 $15K - $17K
2.32K $423K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-60
- 0.18%
$75.05 - $77.34 $4.5K - $4.64K
34.1K $2.63M
DIS
Walt Disney CO

Communication Services
-500
- 13.13%
$81.72 - $124.01 $40.9K - $62K
3.31K $402K
VOE
Vanguard Mid Cap Value Index F

ETFs
-430
- 1.99%
$141.87 - $164.49 $61K - $70.7K
21.2K $3.51M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.93K
- 24.65%
$40.51 - $71.03 $78.2K - $137K
5.9K $425K
MA
Mastercard Inc

Financial Services
-113
- 1.51%
$479.92 - $590.74 $54.2K - $66.8K
7.36K $4.15M
VBK
Vanguard Small Cap Growth ETF

ETFs
-20
- 0.8%
$219.76 - $276.94 $4.4K - $5.54K
2.48K $692K
IBM
International Business Machines Corp

Technology
-60
- 1.72%
$221.03 - $294.78 $13.3K - $17.7K
3.43K $958K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.33K
- 3.86%
$90.56 - $109.49 $392K - $474K
108K $11.8M
BAC
Bank Of America Corp

Financial Services
-434
- 1.87%
$34.39 - $47.46 $14.9K - $20.6K
22.7K $1.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-279
- 3.85%
$468.22 - $566.51 $131K - $158K
6.97K $3.98M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.06K
- 0.98%
$55.22 - $63.94 $58.5K - $67.7K
107K $6.88M
IGM
Ishares Expanded Tech Sector E

ETFs
-60
- 0.34%
$79.8 - $112.34 $4.79K - $6.74K
17.8K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-145
- 1.38%
$498.8 - $620.9 $72.3K - $90K
10.4K $6.51M
VO
Vanguard Mid Cap ETF

ETFs
-491
- 1.49%
$228.54 - $279.83 $112K - $137K
32.4K $9.16M
GOOGL
Alphabet Inc.

Communication Services
-148
- 0.37%
$144.7 - $178.6 $21.4K - $26.4K
39.4K $7.25M
MSFT
Microsoft Corp

Technology
-161
- 0.94%
$354.56 - $497.45 $57.1K - $80.1K
16.9K $8.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-257
- 0.61%
$496.48 - $617.85 $128K - $159K
41.7K $26M
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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