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Houlihan Lokey Inc cl a shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Houlihan Lokey Inc cl a by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 2.0k 158.02
2024-06-30 $266k 2.0k 134.86
2024-03-31 $263k 2.1k 128.19
2023-12-31 $246k 2.1k 119.91
2023-09-30 $220k 2.1k 107.12
2023-06-30 $202k 2.1k 98.31

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Cassaday & Co Wealth Management

Top funds holding Houlihan Lokey Inc cl a

Vanguard Group
BlackRock
Earnest Partners
Kayne Anderson Rudnick Investment Management
Wellington Management Company
FMR
State Street Corporation
T. Rowe Price Investment Management
Burgundy Asset Management
Fiduciary Management
Bank of America Corporation
Bamco
Geode Capital Management
Neuberger Berman Group
ClearBridge Advisors

View all funds holding Houlihan Lokey Inc cl a