Houlihan Financial Resource Group, Ltd. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $235 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25.3M, Ishares Core S&P Sm Cap ETF with a value of $13.3M, Jp Morgan ETF Tr Ultra Short I with a value of $9.99M, Vanguard Mid Cap ETF with a value of $8.84M, and Alphabet Inc. with a value of $7.79M.
Examining the 13F form we can see an decrease of $7.24M in the current position value, from $242M to 235M.
Houlihan Financial Resource Group, Ltd. is based out at Ashburn, VA
Below you can find more details about Houlihan Financial Resource Group, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$235 Million
ETFs: $170 Million
Technology: $17.3 Million
Financial Services: $12.3 Million
Communication Services: $9.82 Million
Consumer Cyclical: $8.51 Million
Consumer Defensive: $3.72 Million
Healthcare: $3.09 Million
Energy: $2.86 Million
Other: $4.55 Million
Stock Holdings Table Market Cap. of $200 Billions or more
