The Analysis of Houlihan Financial Resource Group, Ltd.'s Holdings
Currently, Houlihan Financial Resource Group, Ltd. holds 72 types of securities in its portfolio with a total value $113.9M. In the most recent quarter, they have increased their positions in IBDW (+4.8K shares, valued at $102.4K); decreased their positions in SPY (-21.6K shares, valued at $14.4M), IJR (-57.3K shares, valued at $6.8M), JPST (-118.0K shares, valued at $6.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR20.1K shares-51.79%2025-09-302025-10-28
IJR ISHARES TR50.6K shares-53.10%2025-09-302025-10-28 GOOGL ALPHABET INC19.2K shares-51.34%2025-09-302025-10-28 VO VANGUARD INDEX FDS15.0K shares-53.88%2025-09-302025-10-28 JPST J P MORGAN EXCHANGE TRADED F84.3K shares-58.34%2025-09-302025-10-28 IVV ISHARES TR5.4K shares-48.01%2025-09-302025-10-28 BSV VANGUARD BD INDEX FDS43.8K shares-52.64%2025-09-302025-10-28 DGRO ISHARES TR50.6K shares-52.77%2025-09-302025-10-28 AAPL APPLE INC12.2K shares-15.98%2025-09-302025-10-28 AMZN AMAZON COM INC14.1K shares-51.02%2025-09-302025-10-28 MSFT MICROSOFT CORP5.7K shares-66.44%2025-09-302025-10-28 SDY SPDR SERIES TRUST17.9K shares-55.40%2025-09-302025-10-28 IBDT ISHARES TR97.1K shares-52.59%2025-09-302025-10-28 IBDS ISHARES TR98.5K shares-54.77%2025-09-302025-10-28 IBDQ ISHARES TR95.1K shares-62.69%2025-09-302025-10-28 IBDR ISHARES TR98.1K shares-55.49%2025-09-302025-10-28 IBDU ISHARES TR96.3K shares-52.52%2025-09-302025-10-28 VUG VANGUARD INDEX FDS4.7K shares-48.47%2025-09-302025-10-28 HDV ISHARES TR17.6K shares-53.66%2025-09-302025-10-28 VGT VANGUARD WORLD FD2.7K shares-45.86%2025-09-302025-10-28 MDY SPDR S&P MIDCAP 400 ETF TR3.2K shares-53.96%2025-09-302025-10-28 MA MASTERCARD INCORPORATED3.3K shares-55.03%2025-09-302025-10-28 PFF ISHARES TR58.4K shares-60.76%2025-09-302025-10-28 VOE VANGUARD INDEX FDS10.4K shares-50.99%2025-09-302025-10-28 V VISA INC5.2K shares-52.44%2025-09-302025-10-28 JCPB J P MORGAN EXCHANGE TRADED F37.2K shares-52.87%2025-09-302025-10-28 IBDV ISHARES TR79.0K shares-42.27%2025-09-302025-10-28 VNQ VANGUARD INDEX FDS16.9K shares-53.07%2025-09-302025-10-28 USMV ISHARES TR15.9K shares-59.11%2025-09-302025-10-28 CRM SALESFORCE INC5.2K shares-54.87%2025-09-302025-10-28 VDC VANGUARD WORLD FD5.7K shares-32.85%2025-09-302025-10-28 BAC BANK AMERICA CORP22.7K shares0.00%2025-09-302025-10-28 VCR VANGUARD WORLD FD2.9K shares-36.53%2025-09-302025-10-28 BIV VANGUARD BD INDEX FDS14.7K shares-56.83%2025-09-302025-10-28 DYNF BLACKROCK ETF TRUST19.2K shares-54.10%2025-09-302025-10-28 VHT VANGUARD WORLD FD4.2K shares-33.09%2025-09-302025-10-28 QUAL ISHARES TR5.4K shares-53.29%2025-09-302025-10-28 IGM ISHARES TR7.7K shares-56.53%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS10.4K shares-41.53%2025-09-302025-10-28 IGV ISHARES TR6.0K shares-44.73%2025-09-302025-10-28 KMI KINDER MORGAN INC DEL23.5K shares-56.10%2025-09-302025-10-28 ORCL ORACLE CORP2.3K shares-44.01%2025-09-302025-10-28 XLI SELECT SECTOR SPDR TR3.9K shares-45.04%2025-09-302025-10-28 GLD SPDR GOLD TR1.7K shares-63.46%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON3.1K shares-58.37%2025-09-302025-10-28 VFH VANGUARD WORLD FD4.3K shares-46.66%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.1.7K shares-3.96%2025-09-302025-10-28 BALL BALL CORP10.0K shares-26.20%2025-09-302025-10-28 AMGN AMGEN INC1.7K shares-49.43%2025-09-302025-10-28 VCIT VANGUARD SCOTTSDALE FDS5.7K shares-50.18%2025-09-302025-10-28 XOM EXXON MOBIL CORP4.1K shares-30.56%2025-09-302025-10-28 IBDW ISHARES TR21.4K shares29.15%2025-09-302025-10-28 IJJ ISHARES TR3.4K shares-55.39%2025-09-302025-10-28 JEPI J P MORGAN EXCHANGE TRADED F7.7K shares-13.20%2025-09-302025-10-28 TSLA TESLA INC990 shares-5.08%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL854 shares-39.09%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO2.7K shares-45.53%2025-09-302025-10-28 CVX CHEVRON CORP NEW2.5K shares-42.81%2025-09-302025-10-28 NVDA NVIDIA CORPORATION2.0K shares-81.44%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS1.3K shares-62.76%2025-09-302025-10-28 QQQ INVESCO QQQ TR550 shares0.00%2025-09-302025-10-28 NFLX NETFLIX INC269 shares-8.81%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC7.1K shares-53.29%2025-09-302025-10-28 VPU VANGUARD WORLD FD1.6K shares-33.06%2025-09-302025-10-28 VBK VANGUARD INDEX FDS985 shares-60.22%2025-09-302025-10-28 WMT WALMART INC2.8K shares-57.56%2025-09-302025-10-28 LLY ELI LILLY & CO361 shares-27.07%2025-09-302025-10-28 UNP UNION PAC CORP1.1K shares-6.24%2025-09-302025-10-28 GOOG ALPHABET INC951 shares-73.81%2025-09-302025-10-28 VGIT VANGUARD SCOTTSDALE FDS3.8K shares-69.43%2025-09-302025-10-28 HD HOME DEPOT INC544 shares-40.93%2025-09-302025-10-28 DIS DISNEY WALT CO1.8K shares-46.89%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available