Houlihan Financial Resource Group, Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $201.2K | 0.1% |
| FedEx Corp | $213.6K | 0.1% |
| ISHARES TR | $228.1K | 0.1% |
| TRUIST FINANCIAL CORP | $241.6K | 0.1% |
| NOVARTIS AG | $247.9K | 0.1% |
| Netflix Inc | $249.0K | 0.1% |
| 3M CO | $253.9K | 0.1% |
| WELLS FARGO & COMPANY/MN | $256.2K | 0.1% |
| SYSCO CORP | $256.6K | 0.1% |
| DuPont de Nemours, Inc. | $282.0K | 0.1% |
| UNION PACIFIC CORP | $282.3K | 0.1% |
| Qnity Electronics, Inc. | $286.3K | 0.1% |
| VANGUARD INDEX FDS | $286.5K | 0.1% |
| GENERAL ELECTRIC CO | $296.4K | 0.1% |
| HOME DEPOT, INC. | $333.5K | 0.1% |
| ARK ETF TR | $334.4K | 0.1% |
| Walt Disney Co | $338.1K | 0.1% |
| INVESCO QQQ TR | $344.5K | 0.1% |
| EMERSON ELECTRIC CO | $359.2K | 0.1% |
| CISCO SYSTEMS, INC. | $361.0K | 0.1% |
| OMNICOM GROUP INC. | $363.4K | 0.1% |
| ISHARES TR | $387.8K | 0.1% |
| CATERPILLAR INC | $394.5K | 0.1% |
| VANGUARD WORLD FD | $397.7K | 0.2% |
| ISHARES TR | $423.5K | 0.2% |
| Tesla Inc | $448.6K | 0.2% |
| PEPSICO INC | $452.7K | 0.2% |
| Merck & Co., Inc. | $453.3K | 0.2% |
| S&P Global Inc. | $459.4K | 0.2% |
| SPDR DOW JONES INDL AVERAGE | $471.1K | 0.2% |
| AMERICAN EXPRESS CO | $493.8K | 0.2% |
| ISHARES TR | $504.8K | 0.2% |
| DOMINION ENERGY, INC | $507.9K | 0.2% |
| United Parcel Service Inc | $522.0K | 0.2% |
| ELI LILLY & Co | $523.8K | 0.2% |
| JPMORGAN CHASE & CO | $525.6K | 0.2% |
| VERIZON COMMUNICATIONS INC | $571.0K | 0.2% |
| BALL Corp | $614.7K | 0.2% |
| Corteva, Inc. | $615.5K | 0.2% |
| VANGUARD INDEX FDS | $622.3K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $672.8K | 0.3% |
| ISHARES TR | $690.9K | 0.3% |
| VANGUARD INDEX FDS | $697.7K | 0.3% |
| PROCTER & GAMBLE Co | $698.0K | 0.3% |
| CHEVRON CORP | $704.7K | 0.3% |
| Walmart Inc. | $747.2K | 0.3% |
| ORACLE CORP | $750.8K | 0.3% |
| EXXON MOBIL CORP | $758.2K | 0.3% |
| Warren E. Buffett | $823.0K | 0.3% |
| Marriott International Inc/MD | $853.8K | 0.3% |