$187 Thousand is the total value of Houlihan Financial Resource Group, Ltd.'s 94 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 98.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $17,981 | -96.9% | 42,532 | -96.9% | 9.62% | -46.7% |
| IJR | New | ISHARES TRcore s&p scp etf | $11,031 | – | 120,348 | +100.0% | 5.90% | – |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $10,973 | -95.9% | 218,643 | -95.9% | 5.87% | -29.1% |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $8,094 | – | 107,783 | +100.0% | 4.33% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $7,085 | – | 34,863 | +100.0% | 3.79% | – |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $6,222 | -96.0% | 251,444 | -96.0% | 3.33% | -30.8% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $6,216 | -96.2% | 245,032 | -96.2% | 3.33% | -34.1% |
| IBDQ | Sell | ISHARES TRibonds dec25 etf | $5,528 | -95.6% | 226,696 | -95.6% | 2.96% | -23.9% |
| MSFT | New | MICROSOFT CORP | $5,424 | – | 16,781 | +100.0% | 2.90% | – |
| DGRO | Sell | ISHARES TRcore div grwth | $5,372 | -96.8% | 109,836 | -96.7% | 2.88% | -44.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,344 | -96.4% | 41,902 | -96.8% | 2.86% | -38.6% |
| SDY | Sell | SPDR SER TRs&p divid etf | $4,825 | -96.7% | 42,454 | -96.4% | 2.58% | -42.7% |
| PFF | New | ISHARES TRpfd and incm sec | $4,764 | – | 161,743 | +100.0% | 2.55% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $4,539 | – | 10,688 | +100.0% | 2.43% | – |
| HDV | Sell | ISHARES TRcore high dv etf | $3,963 | -96.6% | 40,722 | -96.5% | 2.12% | -41.4% |
| AMZN | New | AMAZON COM INC | $3,676 | – | 28,224 | +100.0% | 1.97% | – |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,422 | -96.5% | 7,675 | -96.5% | 1.83% | -40.3% |
| IBDR | Sell | ISHARES TRibonds dec2026 | $3,232 | -94.7% | 138,649 | -94.6% | 1.73% | -8.9% |
| AAPL | New | APPLE INC | $3,189 | – | 18,668 | +100.0% | 1.71% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,069 | -96.5% | 7,927 | -96.6% | 1.64% | -39.9% |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $3,007 | – | 23,387 | +100.0% | 1.61% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,005 | -96.1% | 41,667 | -96.0% | 1.61% | -32.0% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $2,995 | – | 41,743 | +100.0% | 1.60% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $2,805 | – | 10,397 | +100.0% | 1.50% | – |
| V | Sell | VISA INC | $2,775 | -96.7% | 11,942 | -96.8% | 1.48% | -43.9% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $2,764 | – | 37,200 | +100.0% | 1.48% | – |
| IBDS | Sell | ISHARES TRibonds 27 etf | $2,386 | -88.7% | 103,404 | -88.4% | 1.28% | +94.4% |
| CRM | Sell | SALESFORCE INC | $2,332 | -96.4% | 11,550 | -96.4% | 1.25% | -38.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,083 | -97.0% | 5,067 | -97.1% | 1.12% | -48.3% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $1,695 | – | 10,879 | +100.0% | 0.91% | – |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,547 | -97.8% | 6,762 | -97.6% | 0.83% | -61.9% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,532 | -97.8% | 8,487 | -97.6% | 0.82% | -62.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,365 | -97.0% | 18,205 | -96.9% | 0.73% | -47.5% |
| JNJ | New | JOHNSON & JOHNSON | $1,255 | – | 8,243 | +100.0% | 0.67% | – |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $1,199 | -97.5% | 4,607 | -97.5% | 0.64% | -57.1% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $1,193 | -96.2% | 20,958 | -96.0% | 0.64% | -34.0% |
| IGM | New | ISHARES TRexpnd tec sc etf | $1,180 | – | 3,117 | +100.0% | 0.63% | – |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,025 | -96.9% | 13,620 | -96.7% | 0.55% | -46.9% |
| KMI | Sell | KINDER MORGAN INC DEL | $927 | -96.6% | 56,480 | -96.4% | 0.50% | -41.0% |
| AMGN | New | AMGEN INC | $902 | – | 3,434 | +100.0% | 0.48% | – |
| GLD | Sell | SPDR GOLD TR | $859 | -96.1% | 4,873 | -95.9% | 0.46% | -32.4% |
| IBDT | New | ISHARES TRibds dec28 etf | $833 | – | 34,929 | +100.0% | 0.45% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $782 | – | 7,950 | +100.0% | 0.42% | – |
| XOM | Sell | EXXON MOBIL CORP | $781 | -97.6% | 7,114 | -97.6% | 0.42% | -58.2% |
| PYPL | Sell | PAYPAL HLDGS INC | $773 | -97.3% | 13,939 | -96.7% | 0.41% | -53.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $759 | -97.5% | 22,344 | -97.3% | 0.41% | -57.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $755 | -94.6% | 1,346 | -95.1% | 0.40% | -6.3% |
| PG | New | PROCTER AND GAMBLE CO | $740 | – | 4,993 | +100.0% | 0.40% | – |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $711 | -97.1% | 7,132 | -97.1% | 0.38% | -50.5% |
| IBDU | New | ISHARES TRibonds dec 29 | $699 | – | 32,279 | +100.0% | 0.37% | – |
| CVX | New | CHEVRON CORP NEW | $661 | – | 4,246 | +100.0% | 0.35% | – |
| BLL | New | BALL CORP | $658 | – | 13,550 | +100.0% | 0.35% | – |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $651 | -96.9% | 8,231 | -96.9% | 0.35% | -47.0% |
| DD | DUPONT DE NEMOURS INC | $650 | +4.5% | 8,709 | 0.0% | 0.35% | +1731.6% | |
| WBS | New | WEBSTER FINL CORP | $628 | – | 15,575 | +100.0% | 0.34% | – |
| BAC | New | BANK AMERICA CORP | $599 | – | 22,731 | +100.0% | 0.32% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $570 | – | 2,324 | +100.0% | 0.30% | – |
| PEP | New | PEPSICO INC | $552 | – | 3,289 | +100.0% | 0.30% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $541 | – | 2,752 | +100.0% | 0.29% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $525 | – | 2,535 | +100.0% | 0.28% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $497 | – | 3,507 | +100.0% | 0.27% | – |
| DOW | New | DOW INC | $493 | – | 9,561 | +100.0% | 0.26% | – |
| IWB | New | ISHARES TRrus 1000 etf | $487 | – | 2,073 | +100.0% | 0.26% | – |
| CTVA | CORTEVA INC | $470 | -10.6% | 9,183 | 0.0% | 0.25% | +1475.0% | |
| MRK | Sell | MERCK & CO INC | $464 | -96.8% | 4,512 | -96.5% | 0.25% | -45.7% |
| TIP | New | ISHARES TRtips bd etf | $451 | – | 4,362 | +100.0% | 0.24% | – |
| ARKK | Sell | ARK ETF TRinnovation etf | $435 | -95.8% | 11,449 | -95.6% | 0.23% | -28.1% |
| ORCL | Sell | ORACLE CORP | $415 | -96.9% | 3,970 | -96.9% | 0.22% | -47.0% |
| IHI | New | ISHARES TRu.s. med dvc etf | $411 | – | 8,700 | +100.0% | 0.22% | – |
| D | Sell | DOMINION ENERGY INC | $410 | -94.1% | 9,377 | -92.6% | 0.22% | +2.3% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $402 | – | 2,094 | +100.0% | 0.22% | – |
| WMT | New | WALMART INC | $389 | – | 2,414 | +100.0% | 0.21% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $381 | – | 1,792 | +100.0% | 0.20% | – |
| OMC | New | OMNICOM GROUP INC | $372 | – | 5,000 | +100.0% | 0.20% | – |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $356 | -97.6% | 2,779 | -97.2% | 0.19% | -58.0% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $327 | – | 957 | +100.0% | 0.18% | – |
| SPGI | Sell | S&P GLOBAL INC | $321 | -30.8% | 879 | -25.8% | 0.17% | +1128.6% |
| HD | New | HOME DEPOT INC | $321 | – | 1,093 | +100.0% | 0.17% | – |
| DIS | New | DISNEY WALT CO | $318 | – | 3,912 | +100.0% | 0.17% | – |
| FDX | Sell | FEDEX CORP | $290 | -94.0% | 1,125 | -94.6% | 0.16% | +3.3% |
| MMM | Sell | 3M CO | $279 | -96.5% | 3,013 | -96.2% | 0.15% | -40.6% |
| LLY | New | ELI LILLY & CO | $271 | – | 493 | +100.0% | 0.14% | – |
| UNP | New | UNION PAC CORP | $269 | – | 1,299 | +100.0% | 0.14% | – |
| CSCO | Sell | CISCO SYS INC | $249 | -83.6% | 4,637 | -84.9% | 0.13% | +183.0% |
| EMR | New | EMERSON ELEC CO | $245 | – | 2,610 | +100.0% | 0.13% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $243 | -96.5% | 1,891 | -96.8% | 0.13% | -39.8% |
| TSLA | Sell | TESLA INC | $241 | -98.1% | 1,159 | -98.1% | 0.13% | -66.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $234 | -98.2% | 1,673 | -98.2% | 0.12% | -69.4% |
| NVDA | Sell | NVIDIA CORPORATION | $232 | -94.6% | 543 | -95.8% | 0.12% | -8.1% |
| WFC | New | WELLS FARGO CO NEW | $218 | – | 5,394 | +100.0% | 0.12% | – |
| INTC | New | INTEL CORP | $217 | – | 6,022 | +100.0% | 0.12% | – |
| NVS | Sell | NOVARTIS AGsponsored adr | $214 | -97.3% | 2,200 | -97.2% | 0.12% | -52.9% |
| AXP | New | AMERICAN EXPRESS CO | $202 | – | 1,357 | +100.0% | 0.11% | – |
| GRTS | Sell | GRITSTONE BIO INC | $38 | -95.3% | 20,000 | -94.4% | 0.02% | -20.0% |
| CTSO | Exit | CYTOSORBENTS CORP | $0 | – | -18,600 | -100.0% | -0.00% | – |
| TWOU | Exit | 2U INC | $0 | – | -18,600 | -100.0% | -0.00% | – |
| Exit | KYNDRYL HLDGS INC | $0 | – | -10,512 | -100.0% | -0.00% | – | |
| Exit | MASTERBRAND INC | $0 | – | -14,980 | -100.0% | -0.00% | – | |
| VTRS | Exit | VIATRIS INC | $0 | – | -15,796 | -100.0% | -0.01% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -12,400 | -100.0% | -0.01% | – |
| ENOB | Exit | ENOCHIAN BIOSCIENCES INC | $0 | – | -201,500 | -100.0% | -0.01% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -14,280 | -100.0% | -0.01% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -6,370 | -100.0% | -0.01% | – |
| XAR | Exit | SPDR SER TRaerospace def | $0 | – | -1,860 | -100.0% | -0.01% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -248 | -100.0% | -0.01% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,514 | -100.0% | -0.01% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -11,519 | -100.0% | -0.01% | – |
| XHE | Exit | SPDR SER TRhlth cr equip | $0 | – | -2,790 | -100.0% | -0.01% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -26,911 | -100.0% | -0.01% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -7,089 | -100.0% | -0.01% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -9,300 | -100.0% | -0.01% | – |
| BIT | Exit | BLACKROCK MULTI SECTOR INC T | $0 | – | -19,200 | -100.0% | -0.01% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -434 | -100.0% | -0.01% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -4,650 | -100.0% | -0.01% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,922 | -100.0% | -0.02% | – |
| MUI | Exit | BLACKROCK MUNICIPAL INCOME | $0 | – | -42,036 | -100.0% | -0.02% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -9,300 | -100.0% | -0.02% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -7,254 | -100.0% | -0.02% | – |
| VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -27,838 | -100.0% | -0.02% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -49,600 | -100.0% | -0.02% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -15,636 | -100.0% | -0.02% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -8,928 | -100.0% | -0.02% | – |
| ARCT | Exit | ARCTURUS THERAPEUTICS HLDGS | $0 | – | -21,700 | -100.0% | -0.02% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -9,300 | -100.0% | -0.02% | – |
| SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -186,000 | -100.0% | -0.02% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -11,746 | -100.0% | -0.02% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -18,538 | -100.0% | -0.02% | – |
| RFG | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $0 | – | -3,861 | -100.0% | -0.02% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -20,894 | -100.0% | -0.02% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -13,211 | -100.0% | -0.02% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -62,000 | -100.0% | -0.02% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -25,057 | -100.0% | -0.02% | – |
| HPQ | Exit | HP INC | $0 | – | -27,835 | -100.0% | -0.03% | – |
| STPZ | Exit | PIMCO ETF TR1-5 us tip idx | $0 | – | -17,360 | -100.0% | -0.03% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -12,896 | -100.0% | -0.03% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -11,506 | -100.0% | -0.03% | – | |
| FBHS | Exit | FORTUNE BRANDS INNOVATIONS I | $0 | – | -14,980 | -100.0% | -0.03% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -31,000 | -100.0% | -0.03% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -14,694 | -100.0% | -0.03% | – |
| LI | Exit | LI AUTO INCsponsored ads | $0 | – | -43,200 | -100.0% | -0.03% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -8,550 | -100.0% | -0.03% | – |
| ALC | Exit | ALCON AG | $0 | – | -14,418 | -100.0% | -0.03% | – |
| FMN | Exit | FEDERATED HERMES PREM MUNI I | $0 | – | -103,292 | -100.0% | -0.03% | – |
| JMSB | Exit | JOHN MARSHALL BANCORP INC | $0 | – | -58,094 | -100.0% | -0.04% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -10,148 | -100.0% | -0.04% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -12,400 | -100.0% | -0.04% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -21,958 | -100.0% | -0.04% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -96,100 | -100.0% | -0.04% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -19,685 | -100.0% | -0.04% | – |
| SLM | Exit | SLM CORP | $0 | – | -107,606 | -100.0% | -0.05% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -156,407 | -100.0% | -0.06% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -37,847 | -100.0% | -0.06% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -18,995 | -100.0% | -0.06% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -27,900 | -100.0% | -0.08% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -25,730 | -100.0% | -0.08% | – |
| NS | Exit | NUSTAR ENERGY LP | $0 | – | -151,128 | -100.0% | -0.08% | – |
| SPXX | Exit | NUVEEN S&P 500 DYNAMIC OVERW | $0 | – | -159,464 | -100.0% | -0.08% | – |
| ETV | Exit | EATON VANCE TAX-MANAGED BUY- | $0 | – | -202,926 | -100.0% | -0.08% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -15,708 | -100.0% | -0.08% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -29,390 | -100.0% | -0.09% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -36,146 | -100.0% | -0.09% | – | |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -26,896 | -100.0% | -0.09% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -19,001 | -100.0% | -0.10% | – |
| T | Exit | AT&T INC | $0 | – | -199,185 | -100.0% | -0.10% | – |
| TGT | Exit | TARGET CORP | $0 | – | -22,115 | -100.0% | -0.10% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -93,752 | -100.0% | -0.12% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -31,469 | -100.0% | -0.13% | – |
| EXC | Exit | EXELON CORP | $0 | – | -108,500 | -100.0% | -0.14% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -49,934 | -100.0% | -0.14% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -12,409 | -100.0% | -0.15% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -46,619 | -100.0% | -0.15% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -75,632 | -100.0% | -0.16% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -69,626 | -100.0% | -0.16% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -77,029 | -100.0% | -0.16% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -17,206 | -100.0% | -0.18% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -12,219 | -100.0% | -0.19% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -16,710 | -100.0% | -0.19% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -100,745 | -100.0% | -0.24% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -112,132 | -100.0% | -0.34% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -34,100 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 18.1% |
| JP MORGAN EXCHANGE TRADED FD | 8 | Q3 2023 | 8.3% |
| SPDR SER TR | 8 | Q3 2023 | 4.5% |
| ISHARES TR | 8 | Q3 2023 | 5.0% |
| ISHARES TR | 8 | Q3 2023 | 5.2% |
| ISHARES TR | 8 | Q3 2023 | 4.8% |
| ALPHABET INC | 8 | Q3 2023 | 4.7% |
| ISHARES TR | 8 | Q3 2023 | 3.6% |
| SPDR S&P MIDCAP 400 ETF TR | 8 | Q3 2023 | 3.1% |
| ISHARES TR | 8 | Q3 2023 | 2.4% |
View Houlihan Financial Resource Group, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-12-13 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-05-01 |
| 13F-HR | 2020-02-11 |
View Houlihan Financial Resource Group, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.