All Stocks Held By Houlihan Financial Resource Group Ltd.

As of 03/31/2024, we find all stocks held by Houlihan Financial Resource Group Ltd. to be as follows, presented in the table below with each row detailing each Houlihan Financial Resource Group Ltd. position, ordered by largest to smallest position size. The all-stocks-held-by-Houlihan Financial Resource Group Ltd. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Houlihan Financial Resource Group Ltd. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)	43,887	+158	$22,956
SPY	43,887	+158	$22,956
ISHARES TR (IJR)	123,054	-22	$13,600
IJR	123,054	-22	$13,600
J P MORGAN EXCHANGE TRADED F (JPST)	217,693	+2,078	$10,983
JPST	217,693	+2,078	$10,983
VANGUARD INDEX FDS (VO)	36,316	-217	$9,074
VO	36,316	-217	$9,074
VANGUARD BD INDEX FDS (BSV)	105,444	-1,380	$8,084
BSV	105,444	-1,380	$8,084
MICROSOFT CORP	17,270	+298	$7,266
MSFT	17,270	+298	$7,266
ISHARES TR (IBDP)	286,055	+29,612	$7,166
IBDP	286,055	+29,612	$7,166
ISHARES TR (IBDQ)	263,582	+28,742	$6,539
IBDQ	263,582	+28,742	$6,539
ISHARES TR (DGRO)	112,490	+1,791	$6,531
DGRO	112,490	+1,791	$6,531
ALPHABET INC	42,097	-5	$6,354
GOOGL	42,097	-5	$6,354
ISHARES TR (IVV)	10,666	-23	$5,607
IVV	10,666	-23	$5,607
SPDR SER TR (SDY)	41,847	-967	$5,492
SDY	41,847	-967	$5,492
ISHARES TR (PFF)	168,879	+1,440	$5,443
PFF	168,879	+1,440	$5,443
AMAZON COM INC	28,619	-10	$5,162
AMZN	28,619	-10	$5,162
ISHARES TR (IBDR)	190,105	+21,962	$4,534
IBDR	190,105	+21,962	$4,534
ISHARES TR (HDV)	40,686	-659	$4,484
HDV	40,686	-659	$4,484
SPDR S&P MIDCAP 400 ETF TR (MDY)	7,676	+1	$4,271
MDY	7,676	+1	$4,271
ISHARES TR (IBDS)	173,950	+23,802	$4,140
IBDS	173,950	+23,802	$4,140
MASTERCARD INCORPORATED	7,969	-40	$3,838
MA	7,969	-40	$3,838
ISHARES TR (IBDT)	152,469	+39,550	$3,797
IBDT	152,469	+39,550	$3,797
VANGUARD INDEX FDS (VUG)	10,530	+93	$3,624
VUG	10,530	+93	$3,624
VANGUARD INDEX FDS (VOE)	23,093	-380	$3,600
VOE	23,093	-380	$3,600
SALESFORCE INC	11,844	-2	$3,567
CRM	11,844	-2	$3,567
ISHARES TR (USMV)	40,493	-1,029	$3,384
USMV	40,493	-1,029	$3,384
VISA INC	12,048	-68	$3,362
V	12,048	-68	$3,362
VANGUARD INDEX FDS (VNQ)	38,841	+7	$3,359
VNQ	38,841	+7	$3,359
ISHARES TR (IBDU)	146,279	+37,200	$3,338
IBDU	146,279	+37,200	$3,338
APPLE INC	18,728	+55	$3,212
AAPL	18,728	+55	$3,212
VANGUARD WORLD FD (VGT)	5,067	UNCH	$2,657
VGT	5,067	UNCH	$2,657
VANGUARD BD INDEX FDS (BIV)	33,697	UNCH	$2,541
BIV	33,697	UNCH	$2,541
VANGUARD WORLD FD (VHT)	6,764	+1	$1,830
VHT	6,764	+1	$1,830
VANGUARD WORLD FD (VDC)	8,481	-19	$1,731
VDC	8,481	-19	$1,731
ISHARES TR (IGM)	19,322	+16,105	$1,665
IGM	19,322	+16,105	$1,665
UNITED PARCEL SERVICE INC	10,430	-433	$1,550
UPS	10,430	-433	$1,550
VANGUARD WORLD FD (VCR)	4,621	+1	$1,468
VCR	4,621	+1	$1,468
VANGUARD SCOTTSDALE FDS (VCSH)	17,688	+1	$1,367
VCSH	17,688	+1	$1,367
JOHNSON & JOHNSON	8,084	-147	$1,279
JNJ	8,084	-147	$1,279
KINDER MORGAN INC DEL	56,480	-75	$1,036
KMI	56,480	-75	$1,036
COSTCO WHSL CORP NEW	1,346	UNCH	$986
COST	1,346	UNCH	$986
AMGEN INC	3,429	-5	$975
AMGN	3,429	-5	$975
SPDR GOLD TR (GLD)	4,703	-150	$968
GLD	4,703	-150	$968
VANGUARD SCOTTSDALE FDS (VCIT)	11,789	+1	$949
VCIT	11,789	+1	$949
ISHARES TR (IJJ)	7,951	UNCH	$941
IJJ	7,951	UNCH	$941
BALL CORP	13,550	UNCH	$913
BALL	13,550	UNCH	$913
SELECT SECTOR SPDR TR (XLI)	7,135	+1	$899
XLI	7,135	+1	$899
BANK AMERICA CORP	22,813	+82	$865
BAC	22,813	+82	$865
VANGUARD WORLD FD (VFH)	8,232	UNCH	$843
VFH	8,232	UNCH	$843
EXXON MOBIL CORP	7,115	+11	$827
XOM	7,115	+11	$827
VANGUARD SCOTTSDALE FDS (VGIT)	14,008	-200	$820
VGIT	14,008	-200	$820
PROCTER AND GAMBLE CO	4,991	-6	$810
PG	4,991	-6	$810
WEBSTER FINL CORP	15,575	UNCH	$791
WBS	15,575	UNCH	$791
VERIZON COMMUNICATIONS INC	17,286	-31	$725
VZ	17,286	-31	$725
J P MORGAN EXCHANGE TRADED F (JCPB)	15,490	+10,950	$723
JCPB	15,490	+10,950	$723
VANGUARD INDEX FDS (VBK)	2,758	+15	$719
VBK	2,758	+15	$719
ISHARES TR (IWV)	2,324	UNCH	$697
IWV	2,324	UNCH	$697
MARRIOTT INTL INC NEW	2,752	UNCH	$694
MAR	2,752	UNCH	$694
INTERNATIONAL BUSINESS MACHS	3,576	+3	$683
IBM	3,576	+3	$683
CHEVRON CORP NEW	4,256	-721	$671
CVX	4,256	-721	$671
DUPONT DE NEMOURS INC	8,709	UNCH	$668
DD	8,709	UNCH	$668
MERCK & CO INC	4,714	+202	$622
MRK	4,714	+202	$622
ISHARES TR (IWB)	2,073	UNCH	$597
IWB	2,073	UNCH	$597
PEPSICO INC	3,279	-10	$574
PEP	3,279	-10	$574
DOW INC	9,561	UNCH	$554
DOW	9,561	UNCH	$554
CORTEVA INC	9,183	UNCH	$530
CTVA	9,183	UNCH	$530
ARK ETF TR (ARKK)	10,394	-155	$521
ARKK	10,394	-155	$521
PAYPAL HLDGS INC	7,752	-840	$519
PYPL	7,752	-840	$519
ISHARES TR (IHI)	8,700	UNCH	$510
IHI	8,700	UNCH	$510
VANGUARD INDEX FDS (VV)	2,094	UNCH	$502
VV	2,094	UNCH	$502
ORACLE CORP	3,971	+1	$499
ORCL	3,971	+1	$499
NVIDIA CORPORATION	551	+8	$498
NVDA	551	+8	$498
OMNICOM GROUP INC	5,000	UNCH	$484
OMC	5,000	UNCH	$484
DISNEY WALT CO	3,907	-5	$478
DIS	3,907	-5	$478
VANGUARD INDEX FDS (VTI)	1,822	UNCH	$474
VTI	1,822	UNCH	$474
ISHARES TR (TIP)	4,332	UNCH	$465
TIP	4,332	UNCH	$465
DOMINION ENERGY INC	9,395	+9	$462
D	9,395	+9	$462
WALMART INC	7,109	+4,695	$428
WMT	7,109	+4,695	$428
HOME DEPOT INC	1,093	UNCH	$419
HD	1,093	UNCH	$419
BERKSHIRE HATHAWAY INC DEL			$402
BRK.B	957	-68	$402
ELI LILLY & CO	493	UNCH	$384
LLY	493	UNCH	$384
S&P GLOBAL INC	879	UNCH	$374
SPGI	879	UNCH	$374
VANGUARD WORLD FD (VPU)	2,392	-394	$341
VPU	2,392	-394	$341
JPMORGAN CHASE & CO	1,658	-10	$332
JPM	1,658	-10	$332
FEDEX CORP	1,125	UNCH	$326
FDX	1,125	UNCH	$326
UNION PAC CORP	1,299	UNCH	$319
UNP	1,299	UNCH	$319
AMERICAN EXPRESS CO	1,357	UNCH	$309
AXP	1,357	UNCH	$309
EMERSON ELEC CO	2,610	UNCH	$296
EMR	2,610	UNCH	$296
ALPHABET INC	1,891	UNCH	$288
GOOG	1,891	UNCH	$288
WELLS FARGO CO NEW	4,894	-500	$284
WFC	4,894	-500	$284
CATERPILLAR INC	754	UNCH	$276
CAT	754	UNCH	$276
INTEL CORP	6,024	+1	$266
INTC	6,024	+1	$266
UNITEDHEALTH GROUP INC	524	+524	$259
UNH	524	+524	$259
INVESCO QQQ TR	550	UNCH	$244
QQQ	550	UNCH	$244
VANGUARD INDEX FDS (VXF)	1,370	UNCH	$240
VXF	1,370	UNCH	$240
3M CO	2,208	-565	$234
MMM	2,208	-565	$234
ISHARES TR (IJH)	3,830	+3,064	$233
IJH	3,830	+3,064	$233
PPG INDS INC	1,600	UNCH	$232
PPG	1,600	UNCH	$232
CISCO SYS INC	4,637	UNCH	$231
CSCO	4,637	UNCH	$231
NOVARTIS AG	2,200	UNCH	$213
NVS	2,200	UNCH	$213
CONOCOPHILLIPS	1,660	+1,660	$211
COP	1,660	+1,660	$211
TESLA INC	1,159	-4	$204
TSLA	1,159	-4	$204
VANGUARD WORLD FD (VAW)	987	+987	$202
VAW	987	+987	$202
GRITSTONE BIO INC	20,000	+0	$51
GRTS	20,000	UNCH	$51
BOEING CO	0	-832	$0 (exited)
BA	0	-832	$0

See Summary: Houlihan Financial Resource Group Ltd. Top Holdings
See Details: Top 10 Stocks Held By Houlihan Financial Resource Group Ltd.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
UNH	+524	+$259
COP	+1,660	+$211
VAW	+987	+$202

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BA	-832	-$217

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IBDT	+39,550	+$964
IBDU	+37,200	+$822
IBDP	+29,612	+$778
IBDQ	+28,742	+$724
IBDS	+23,802	+$547
IBDR	+21,962	+$515
IGM	+16,105	+$223
JCPB	+10,950	+$509
WMT	+4,695	+$47
IJH	+3,064	+$21

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
BSV	-1,380	-$144
USMV	-1,029	+$144
SDY	-967	+$142
PYPL	-840	-$9
CVX	-721	-$71
HDV	-659	+$267
MMM	-565	-$69
WFC	-500	+$19
UPS	-433	-$158

Houlihan Financial Resource Group Ltd. Info

Size ($ in 1000's)
At 03/31/2024: $222,945
At 12/31/2023: $206,215

Houlihan Financial Resource Group Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Houlihan Financial Resource Group Ltd. 13F filings. Link to 13F filings: SEC filings

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