Houlihan Financial Resource Group, Ltd. Portfolio Holdings

Houlihan Financial Resource Group, Ltd.

  • $235 Million
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $235 Million
  • Prior Value $242 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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