Houlihan Financial Resource Group, Ltd. Closed Holding Positions

Houlihan Financial Resource Group, Ltd.

  • $147 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UBSI
United Bankshares Inc

Financial Services
Q3 2022 Filed on Dec 13, 2022
1,235
$34.17 - $40.68 $42.2K - $50.2K
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2022 Filed on Dec 13, 2022
949
$31.9 - $41.68 $30.3K - $39.6K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2022 Filed on Dec 13, 2022
1,000
$45.75 - $54.53 $45.8K - $54.5K
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2022 Filed on Dec 13, 2022
277
$36.19 - $43.74 $10K - $12.1K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2022 Filed on Dec 13, 2022
395
$94.88 - $110.28 $37.5K - $43.6K
ZUO
Zuora Inc

Technology
Q3 2022 Filed on Dec 13, 2022
970
$7.12 - $10.25 $6.91K - $9.94K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2022 Filed on Dec 13, 2022
1,760
$73.33 - $120.74 $129K - $213K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2022 Filed on Dec 13, 2022
217
$31.4 - $42.04 $6.81K - $9.12K
WTRH
Waitr Holdings Inc.

Technology
Q3 2022 Filed on Dec 13, 2022
2,150
$0.15 - $0.48 $323 - $1.03K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2022 Filed on Dec 13, 2022
274
$80.57 - $96.34 $22.1K - $26.4K
VYGR
Voyager Therapeutics, Inc.

Healthcare
Q3 2022 Filed on Dec 13, 2022
300
$5.57 - $7.47 $1.67K - $2.24K
VTR
Ventas, Inc.

Real Estate
Q3 2022 Filed on Dec 13, 2022
650
$39.65 - $53.78 $25.8K - $35K
VEEV
Veeva Systems Inc

Healthcare
Q3 2022 Filed on Dec 13, 2022
350
$157.99 - $231.91 $55.3K - $81.2K
Unilever N V
Q3 2022 Filed on Dec 13, 2022
452
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q3 2022 Filed on Dec 13, 2022
1,000
$6.65 - $9.26 $6.65K - $9.26K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2022 Filed on Dec 13, 2022
342
$77.76 - $92.7 $26.6K - $31.7K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q3 2022 Filed on Dec 13, 2022
650
$29.05 - $35.08 $18.9K - $22.8K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2022 Filed on Dec 13, 2022
220
$35.47 - $43.38 $7.8K - $9.54K
SNAP
Snap Inc

Communication Services
Q3 2022 Filed on Dec 13, 2022
1,150
$0.0 - $16.35 $0 - $18.8K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2022 Filed on Dec 13, 2022
4,329
$5.71 - $6.78 $24.7K - $29.4K
SRE
Sempra Energy

Utilities
Q3 2022 Filed on Dec 13, 2022
853
$24.47 - $175.65 $20.9K - $150K
XLE
Energy Sector Spdr

ETFs
Q3 2022 Filed on Dec 13, 2022
225
$67.49 - $84.09 $15.2K - $18.9K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2022 Filed on Dec 13, 2022
225
$18.22 - $24.34 $4.1K - $5.48K
STOR
Store Capital Corp

Real Estate
Q3 2022 Filed on Dec 13, 2022
1,600
$26.19 - $32.12 $41.9K - $51.4K
SYK
Stryker Corp

Healthcare
Q3 2022 Filed on Dec 13, 2022
521
$189.27 - $231.83 $98.6K - $121K
UGI
Ugi Corp

Utilities
Q3 2022 Filed on Dec 13, 2022
379
$32.33 - $100.2 $12.3K - $38K
UDR
Udr, Inc.

Real Estate
Q3 2022 Filed on Dec 13, 2022
2,647
$40.55 - $50.39 $107K - $133K
TWLO
Twilio Inc

Communication Services
Q3 2022 Filed on Dec 13, 2022
200
$65.94 - $98.19 $13.2K - $19.6K
TRIL
Trillium Therapeutics Inc.

Healthcare
Q3 2022 Filed on Dec 13, 2022
413
N/A
TRV
Travelers Companies, Inc.

Financial Services
Q3 2022 Filed on Dec 13, 2022
200
$150.6 - $174.11 $30.1K - $34.8K
TD
Toronto Dominion Bank

Financial Services
Q3 2022 Filed on Dec 13, 2022
1,000
$59.68 - $68.93 $59.7K - $68.9K
TXT
Textron Inc

Industrials
Q3 2022 Filed on Dec 13, 2022
492
$58.26 - $68.49 $28.7K - $33.7K
SYY
Sysco Corp

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
1,444
$70.71 - $88.23 $102K - $127K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q3 2022 Filed on Dec 13, 2022
1,277
$44.98 - $49.09 $57.4K - $62.7K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q3 2022 Filed on Dec 13, 2022
1,800
$25.83 - $25.92 $46.5K - $46.7K
DE
Deere & CO

Industrials
Q3 2022 Filed on Dec 13, 2022
770
$289.14 - $385.48 $223K - $297K
CROX
Crocs, Inc.

Consumer Cyclical
Q3 2022 Filed on Dec 13, 2022
200
$47.95 - $83.59 $9.59K - $16.7K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
1,180
$70.25 - $82.95 $82.9K - $97.9K
KO
Coca Cola CO

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
2,373
$56.02 - $65.22 $133K - $155K
C
Citigroup Inc

Financial Services
Q3 2022 Filed on Dec 13, 2022
1,032
$27.25 - $52.59 $28.1K - $54.3K
CC
Chemours CO

Basic Materials
Q3 2022 Filed on Dec 13, 2022
565
$23.94 - $37.39 $13.5K - $21.1K
CARR
Carrier Global Corp

Industrials
Q3 2022 Filed on Dec 13, 2022
387
$35.28 - $44.41 $13.7K - $17.2K
CNI
Canadian National Railway CO

Industrials
Q3 2022 Filed on Dec 13, 2022
1,000
$107.99 - $128.76 $108K - $129K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q3 2022 Filed on Dec 13, 2022
1,600
$9.66 - $13.0 $15.5K - $20.8K
CVS
Cvs Health Corp

Healthcare
Q3 2022 Filed on Dec 13, 2022
500
$92.53 - $106.43 $46.3K - $53.2K
DHR
Danaher Corp

Healthcare
Q3 2022 Filed on Dec 13, 2022
280
$247.06 - $1507.4 $69.2K - $422K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2022 Filed on Dec 13, 2022
440
$28.02 - $35.34 $12.3K - $15.5K
FFIV
F5, Inc.

Technology
Q3 2022 Filed on Dec 13, 2022
260
$143.91 - $173.7 $37.4K - $45.2K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q3 2022 Filed on Dec 13, 2022
250
$28.52 - $36.05 $7.13K - $9.01K
Track This Portfolio

Track Houlihan Financial Resource Group, Ltd. Portfolio

Follow Houlihan Financial Resource Group, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Houlihan Financial Resource Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Houlihan Financial Resource Group, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email