StockDriftsStockDriftsTop 50 Houlihan Financial Resource Group, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.26% | 40.5K | $26.3M | -0.15%(-62) | $550.17(+34.92%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.91% | 101.3K | $12.6M | -0.57%(-584) | $104.93(+28.93%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.41% | 223.4K | $11.3M | +3.57%(+7.70K) | $50.49(+0.05%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.3% | 38.4K | $11.0M | -0.17%(-66) | $198.65(+102.68%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.71% | 33.1K | $9.5M | +0.53%(+174) | $61.94(+24.38%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.94% | 107.6K | $7.6M | +0.59%(+627) | $50.99(+43.51%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.68% | 87.6K | $6.9M | -0.49%(-433) | $77.34(+0.85%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.63% | 10.3K | $6.7M | +0.10%(+10) | $516.41(+44.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.43% | 16.8K | $6.2M | +0.05%(+8) | $416.24(-2.65%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.3% | 28.4K | $5.9M | +0.65%(+182) | $170.27(+58.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.35% | +34.38% |
| Top 20 Holdings Unweighted | +10.00% | +33.09% |
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