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

View all positions for Cassaday & Co Wealth Management

Top funds holding Houlihan Lokey Inc cl a

Vanguard Group
Earnest Partners
Wellington Management Company
Bamco
Fiduciary Management
ClearBridge Advisors
Neuberger Berman Group
Bank of America Corporation
Alliancebernstein
Van Berkom & Associates
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon
Jennifer Ranahan
Wells Fargo & Company

View all funds holding Houlihan Lokey Inc cl a