| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 18.1% |
| JP MORGAN EXCHANGE TRADED FD | 11 | Q2 2024 | 8.3% |
| SPDR SER TR | 11 | Q2 2024 | 4.5% |
| ISHARES TR | 11 | Q2 2024 | 5.2% |
| ISHARES TR | 11 | Q2 2024 | 4.9% |
| ALPHABET INC | 11 | Q2 2024 | 5.2% |
| ISHARES TR | 11 | Q2 2024 | 3.6% |
| SPDR S&P MIDCAP 400 ETF TR | 11 | Q2 2024 | 3.1% |
| ISHARES TR | 11 | Q2 2024 | 2.4% |
| MASTERCARD INCORPORATED | 11 | Q2 2024 | 2.7% |
View Houlihan Financial Resource Group, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-06 |
| 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 |
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.