HF
| |
Houlihan Financial Resource Group, Ltd.13F | |
| Houlihan Financial Resource Group, Ltd. | |
| Last update 2025-05-12 | 103 Stocks (2 new) |
| Value $223.00 Mil | Turnover 0 % |
Houlihan Financial Resource Gr... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 41,915 | 23,450.0 | -2.74% | 10.530 | -0.30% | 0.000 | +16.24% | +7.25% | 640,450.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 112,155 | 11,730.0 | -3.09% | 5.270 | -0.18% | 0.020 | +17.27% | -1.82% | 82,246.4 | ||
JPST | JPMorgan Ultra-Short Income ETF | 201,839 | 10,220.0 | +1.75% | 4.590 | +0.08% | 0.030 | +0.20% | +0.36% | 32,046.2 | ||
VO | Vanguard Mid-Cap ETF | 32,913 | 8,510.0 | -1.63% | 3.820 | -0.06% | 0.010 | +14.78% | +7.27% | 80,150.0 | ||
BSV | Vanguard Short-Term Bond ETF | 98,293 | 7,690.0 | -2.34% | 3.450 | -0.08% | 0.020 | +0.32% | +1.24% | 38,401.2 | ||
DGRO | iShares Core Dividend Growth ETF | 108,095 | 6,680.0 | -3.58% | 3.000 | -0.11% | 0.020 | +9.91% | +5.74% | 32,485.1 | ||
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 264,339 | 6,650.0 | -3.38% | 2.990 | -0.10% | 0.220 | +0.12% | +0.32% | 2,962.0 | ||
MSFT | Microsoft Corp | 17,052 | 6,400.0 | -1.80% | 2.870 | -0.06% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
GOOGL | Alphabet Inc | 39,581 | 6,120.0 | -3.87% | 2.750 | -0.13% | 0.000 | +14.28% | -3.86% | 2,210,009.2 | Interactive Media | |
IVV | iShares Core S&P 500 ETF | 10,502 | 5,900.0 | +0.02% | 2.650 | 0% | 0.000 | +15.92% | +6.64% | 631,571.0 |
Houlihan Financial Resource Group, Ltd.'s Historical Top Holdings Breakdowns
Houlihan Financial Resource Group, Ltd.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.30% | 551.42 ($587.78) 612.93 | $624.81 | 6.30% | Reduce -2.74% | 41,915 | -1,182 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.18% | 102.49 ($112.84) 119.96 | $113.12 | 0.25% | Reduce -3.09% | 112,155 | -3,576 | |
PFF | iShares U.S. Preferred Stock | 2025-03-31 | Reduce Reduce | -0.18% | 30.73 ($31.53) 32.26 | $31.12 | -1.30% | Reduce -7.8% | 154,918 | -13,099 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.14% | 369.1 ($404.54) 427.61 | $443.22 | 9.56% | Reduce -8.35% | 9,062 | -826 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.13% | 154.33 ($181.36) 206.38 | $181.56 | 0.11% | Reduce -3.87% | 39,581 | -1,594 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Reduce Reduce | -0.11% | 60.46 ($62.66) 64.42 | $64.86 | 3.51% | Reduce -3.58% | 108,095 | -4,019 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -0.10% | 25.05 ($25.11) 25.16 | $25.13 | 0.08% | Reduce -3.38% | 264,339 | -9,260 | |
GE | GE Aerospace | 2025-03-31 | New Buy New Buy | +0.09% | 168.59 ($196.75) 212.13 | $262.34 | 33.34% | New holding | 1,011 | 1,011 | |
NVS | Novartis AG | 2025-03-31 | New Buy New Buy | +0.09% | 97.14 ($106.46) 115.57 | $121.04 | 13.70% | New holding | 1,850 | 1,850 | |
CLX | Clorox Co | 2025-03-31 | Sold Out Sold Out | -0.09% | 141.76 ($152.7) 162.89 | $127.40 | -16.57% | Sold Out | 0 | -1,233 |
Houlihan Financial Resource Group, Ltd. Total Holding History ($B)
Houlihan Financial Resource Group, Ltd.'s Asset Allocation
Houlihan Financial Resource Group, Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Houlihan Financial Resource Group, Ltd.'s Hypothetical Growth since 2025-03-31
Houlihan Financial Resource Group, Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Houlihan Financial Resource Group, Ltd.'s Holdings Heat Map
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Houlihan Financial Resource Group, Ltd.'s Holdings Bubble Chart
Houlihan Financial Resource Group, Ltd. News
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