0001802879-23-000002.txt : 20230511 0001802879-23-000002.hdr.sgml : 20230511 20230511094054 ACCESSION NUMBER: 0001802879-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Houlihan Financial Resource Group, Ltd. CENTRAL INDEX KEY: 0001802879 IRS NUMBER: 541955328 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19830 FILM NUMBER: 23909252 BUSINESS ADDRESS: STREET 1: 20405 EXCHANGE STREET, SUITE 371 CITY: ASHBURN STATE: VA ZIP: 20147 BUSINESS PHONE: 703-796-0800 MAIL ADDRESS: STREET 1: 20405 EXCHANGE STREET, SUITE 371 CITY: ASHBURN STATE: VA ZIP: 20147 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001802879 XXXXXXXX 03-31-2023 03-31-2023 Houlihan Financial Resource Group, Ltd.

20405 EXCHANGE STREET, SUITE 371 ASHBURN VA 20147

13F HOLDINGS REPORT 028-19830 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 05-11-2023 0 91 183299 false INFORMATION TABLE 2 Houlihan13f_1q2023.xml 3M CO COM 88579Y101 317 3013 SH SOLE 0 0 3013 ALPHABET INC CAP STK CL A 02079K305 4409 42502 SH SOLE 0 0 42502 AMAZON COM INC COM 023135106 2953 28589 SH SOLE 0 0 28589 AMERICAN EXPRESS CO COM 025816109 224 1357 SH SOLE 0 0 1357 AMGEN INC COM 031162100 833 3447 SH SOLE 0 0 3447 APPLE INC COM 037833100 3109 18856 SH SOLE 0 0 18856 ARK ETF TR INNOVATION ETF 00214Q104 466 11549 SH SOLE 0 0 11549 BALL CORP COM 058498106 747 13550 SH SOLE 0 0 13550 BANK AMERICA CORP COM 060505104 642 22460 SH SOLE 0 0 22460 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 295 957 SH SOLE 0 0 957 CHEVRON CORP NEW COM 166764100 695 4262 SH SOLE 0 0 4262 CISCO SYS INC COM 17275R102 242 4637 SH SOLE 0 0 4637 CLOROX CO DEL COM 189054109 200 1266 SH SOLE 0 0 1266 CORTEVA INC COM 22052L104 554 9183 SH SOLE 0 0 9183 COSTCO WHSL CORP NEW COM 22160K105 669 1346 SH 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