Houlihan Financial Resource Group, LTD.
Houlihan Financial Resource Group, Ltd. is an SEC-registered investment adviser founded in 1999 and headquartered in Ashburn, Virginia. The firm is co-owned by Patricia P. Houlihan and Ryan Houlihan and provides asset management services, focusing on portfolio management for individuals, high-net-worth clients, and institutions. With a small team of approximately 4 employees—mostly investment professionals—the firm manages several hundred million dollars using a disciplined, diversified investment approach.
Investment Strategy
Houlihan Financial Resource Group, Ltd. employs a diversified, multi-asset portfolio approach focused on long-term capital appreciation and prudent risk management. The firm emphasizes broad exposure to equities, fixed income, and ETFs, as evidenced by significant holdings across S&P 500 funds, sector-specific ETFs, and large-cap growth stocks such as Microsoft and Alphabet. The strategy involves both tactical asset allocation and a core-satellite approach, blending passive and select active investment positions to meet clients' individual goals.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 10.79% | $26.0M | 41,658 | $442.79 | $617.85 | +$2.6M |
I IJR | ISHARES TR | 4.91% | $11.8M | 107,823 | $116.96 | $109.29 | +$106.0K |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.25% | $10.2M | 202,281 | $50.15 | $50.68 | +$29.0K |
V VO | VANGUARD INDEX FDS | 3.80% | $9.2M | 32,422 | $263.83 | $279.83 | +$652.0K |
M MSFT | MICROSOFT CORP | 3.57% | $8.6M | 16,891 | $430.30 | $497.41 | +$2.2M |