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Houlihan Lokey Inc cl a shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4k 17 143.65

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Houlihan Lokey Inc cl a

BlackRock
Vanguard Group
Vanguard Portfolio Management
Kayne Anderson Rudnick Investment Management
Vanguard Capital Management
Earnest Partners
Royal Bank of Canada
State Street Corporation
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Bank Of Montreal
FMR
Mayflower Financial Advisors

View all funds holding Houlihan Lokey Inc cl a