Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Halpern Financial

Latest statistics and disclosures from Halpern Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVE, IVV, USMV, SPDW, SCHD, and represent 46.69% of Halpern Financial's stock portfolio.
Added to shares of these 10 stocks: IJH (+$6.1M), SPDW, VWO, VTV, SCHM, JCPI, VUG, VB, AMZN, JEPI.
Started 2 new stock positions in Phunware, BA.
Reduced shares in these 10 stocks: FTEC, USMV, IVV, CRWD, IVW, IVE, SPYG, XOM, IJR, FVAL.
Sold out of its positions in AEP, ED, CTVA, DEO, VEGN, PAVE, FINX, EWC, EPP, IEF.
Halpern Financial was a net buyer of stock by $3.2M.
Halpern Financial has $344M in assets under management (AUM), dropping by 6.96%.
Central Index Key (CIK): 0001994335

Tip: Access up to 7 years of quarterly data

Positions held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Halpern Financial

Halpern Financial holds 210 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Value Etf Etf (IVE)	14.1	$49M		264k	184.19	View chart
Ishares S&p 500 Index Etf (IVV)	9.3	$32M	-3%	62k	522.03	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	9.1	$31M	-3%	379k	82.66	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	7.7	$27M	+6%	742k	35.66	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	6.4	$22M		278k	79.53	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	6.1	$21M	-2%	250k	84.31	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.9	$13M	+9%	317k	42.14	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	3.9	$13M	-10%	86k	154.73	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.4	$12M		159k	73.80	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	3.2	$11M	-2%	100k	108.17	View chart
Fidelity Value Factor Etf Etf (FVAL)	2.9	$10M	-2%	177k	56.56	View chart
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)	2.8	$9.7M	+6%	209k	46.49	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	2.8	$9.6M		29k	334.82	View chart
Vanguard Small Cap Etf Etf (VB)	2.8	$9.5M	+2%	42k	224.15	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.4	$8.4M		18k	477.35	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	2.2	$7.7M	+391%	129k	59.84	View chart
Vanguard Value Etf Etf (VTV)	2.0	$6.8M	+10%	43k	161.21	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$5.5M	-3%	11k	519.40	View chart
Exxon Mobil Corp Stock (XOM)	1.3	$4.6M	-7%	39k	119.30	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	1.1	$3.8M		74k	51.93	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	1.0	$3.4M		51k	68.00	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.0	$3.4M	+22%	42k	80.35	View chart
Amazon.com Stock (AMZN)	0.9	$3.1M	+5%	17k	182.41	View chart
Vanguard Growth Etf Etf (VUG)	0.9	$3.0M	+10%	8.9k	342.57	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.5	$1.8M		10k	177.28	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.4	$1.5M		18k	82.96	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.4	$1.4M	-30%	4.5k	320.04	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.4M		6.6k	205.82	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$1.3M		3.1k	420.22	View chart
Nasdaq Stk Mkt Stock (NDAQ)	0.4	$1.2M		20k	61.58	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.3	$1.1M		8.7k	128.61	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.3	$1.0M		11k	92.32	View chart
John Marshall Bancorp Stock (JMSB)	0.3	$883k		50k	17.76	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$872k		1.6k	547.32	View chart
Apple Stock (AAPL)	0.2	$736k	-3%	4.3k	169.65	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$583k		5.2k	112.24	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.2	$536k		4.3k	123.83	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$476k		3.1k	155.43	View chart
Google Stock (GOOGL)	0.1	$465k		3.0k	154.92	View chart
Equinix Reit (EQIX)	0.1	$424k		538.00	788.91	View chart
Microsoft Stock (MSFT)	0.1	$342k		814.00	420.45	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$329k		1.1k	303.92	View chart
United Bankshares Inc West Va Stock (UBSI)	0.1	$323k		9.5k	34.22	View chart
Eli Lilly & Co Stock (LLY)	0.1	$310k		400.00	775.99	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$296k		1.5k	198.30	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.1	$292k		1.1k	257.70	View chart
Costco Wholesale Corp Stock (COST)	0.1	$283k		401.00	706.09	View chart
Intel Corp Stock (INTC)	0.1	$262k		6.5k	40.33	View chart
Procter And Gamble Stock (PG)	0.1	$257k		1.6k	156.15	View chart
Johnson & Johnson Stock (JNJ)	0.1	$241k	-7%	1.6k	154.26	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.1	$191k		12k	16.62	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$174k		730.00	238.43	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.0	$164k		574.00	285.77	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$159k	-2%	774.00	204.90	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.0	$156k		1.7k	89.00	View chart
S&p Global Stock (SPGI)	0.0	$149k		350.00	426.46	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.0	$132k	+142%	2.3k	57.09	View chart
Qualys Stock (QLYS)	0.0	$132k		795.00	165.94	View chart
Amplify Transformational Data Sharing Etf Etf (BLOK)	0.0	$124k		3.6k	34.82	View chart
Nextera Energy Stock (NEE)	0.0	$123k	-3%	2.0k	62.55	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$122k	-6%	1.8k	66.81	View chart
Cisco Sys Stock (CSCO)	0.0	$121k		2.5k	48.74	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.0	$120k		1.3k	93.70	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$115k	-16%	257.00	447.90	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$113k	-9%	1.4k	79.40	View chart
Fortinet Stock (FTNT)	0.0	$103k	-21%	1.5k	71.32	View chart
Lowes Cos Stock (LOW)	0.0	$96k		400.00	240.70	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$96k		1.2k	79.21	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$95k	-42%	610.00	156.37	View chart
Ideaya Biosciences Stock (IDYA)	0.0	$95k		2.3k	42.15	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$91k		1.9k	49.37	View chart
Oracle Corporation Stock (ORCL)	0.0	$88k	-41%	700.00	126.24	View chart
Trex Stock (TREX)	0.0	$86k	-10%	900.00	95.20	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$83k	-12%	461.00	179.96	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.0	$83k		740.00	111.78	View chart
First Trust Water Etf Etf (FIW)	0.0	$82k		810.00	100.86	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.0	$79k		1.0k	75.73	View chart
Adobe Stock (ADBE)	0.0	$79k	+172%	158.00	497.01	View chart
Coca Cola Stock (KO)	0.0	$78k		1.3k	59.83	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.0	$75k		350.00	214.64	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$70k		931.00	75.02	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$69k	-84%	945.00	73.03	View chart
Unitedhealth Group Stock (UNH)	0.0	$69k	-18%	150.00	459.74	View chart
Merck & Co Stock (MRK)	0.0	$67k	-12%	512.00	129.90	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$65k	-7%	355.00	181.91	View chart
Visa Inc Com Cl A Stock (V)	0.0	$61k		221.00	276.96	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$59k		988.00	60.10	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.0	$56k	+18%	5.3k	10.53	View chart
Union Pac Corp Stock (UNP)	0.0	$53k		219.00	241.55	View chart
Altria Group Stock (MO)	0.0	$50k		1.2k	42.12	View chart
Vanguard Mid Cap Etf (VO)	0.0	$48k		195.00	246.72	View chart
At&t Stock (T)	0.0	$48k		2.7k	17.61	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.0	$47k		800.00	58.37	View chart
Arbor Rlty Tr Reit (ABR)	0.0	$46k		3.5k	12.99	View chart
Intercontinental Exchange Stock (ICE)	0.0	$45k		330.00	137.39	View chart
Occidental Pete Corp Stock (OXY)	0.0	$45k		665.00	67.71	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$44k	+200%	75.00	586.91	View chart
Conocophillips Stock (COP)	0.0	$43k		329.00	131.63	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$43k	-10%	700.00	61.64	View chart
Home Depot Stock (HD)	0.0	$43k		118.00	359.90	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$42k		600.00	70.21	View chart
Linde Stock (LIN)	0.0	$40k		86.00	462.47	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$38k		648.00	58.53	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$37k		307.00	119.85	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$37k		320.00	114.34	View chart
Abbvie Stock (ABBV)	0.0	$36k		200.00	177.33	View chart
National Grid Plc Sponsored Adr Ne Adr (NGG)	0.0	$35k		517.00	68.16	View chart
Powershares Qqq Tr Etf (QQQ)	0.0	$34k	-79%	76.00	442.11	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$33k	+44%	1.4k	22.70	View chart
Sandy Spring Bancorp Stock (SASR)	0.0	$32k		1.5k	21.55	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$32k		316.00	101.42	View chart
Fiserv Stock (FI)	0.0	$32k		202.00	157.68	View chart
Philip Morris Intl Stock (PM)	0.0	$32k		350.00	91.00	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$31k		92.00	332.28	View chart
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL)	0.0	$30k		300.00	100.70	View chart
Hackett Group Stock (HCKT)	0.0	$28k	-6%	1.2k	23.64	View chart
Truist Finl Corp Stock (TFC)	0.0	$28k		742.00	37.95	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$26k		100.00	263.78	View chart
Principal Financial Group Stock (PFG)	0.0	$25k		296.00	85.77	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$25k		100.00	251.58	View chart
Essential Utils Stock (WTRG)	0.0	$24k		658.00	36.03	View chart
Analog Devices Stock (ADI)	0.0	$23k		116.00	195.36	View chart
Prudential Finl Stock (PRU)	0.0	$22k		192.00	116.87	View chart
Clorox Co Del Stock (CLX)	0.0	$22k		150.00	146.83	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$22k		552.00	39.37	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$22k	-2%	450.00	48.19	View chart
Pepsico Stock (PEP)	0.0	$22k		127.00	169.68	View chart
Entergy Corp Stock (ETR)	0.0	$21k		203.00	104.40	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$21k		2.0k	10.54	View chart
Chevron Corp Stock (CVX)	0.0	$21k		131.00	160.44	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$20k		324.00	62.94	View chart
Abbott Labs Stock (ABT)	0.0	$19k	-49%	174.00	111.28	View chart
Blackstone Group Stock (BX)	0.0	$19k		152.00	126.57	View chart
Intl Business Machines Stock (IBM)	0.0	$19k		98.00	190.90	View chart
Eqt Corp Stock (EQT)	0.0	$19k		500.00	37.19	View chart
Tesla Motors Stock (TSLA)	0.0	$18k		109.00	168.38	View chart
Walmart Stock (WMT)	0.0	$18k	+200%	300.00	59.43	View chart
Vale S A Adr (VALE)	0.0	$18k		1.5k	12.08	View chart
Danaher Corp Stock (DHR)	0.0	$17k		71.00	244.34	View chart
Ge Aerospace Stock (GE)	0.0	$17k	-41%	119.00	145.62	View chart
Cousins Pptys Reit (CUZ)	0.0	$17k		760.00	22.71	View chart
Tilray Brands Stock (TLRY)	0.0	$17k		5.9k	2.85	View chart
Hca Stock (HCA)	0.0	$17k		50.00	332.20	View chart
Mcdonalds Corp Stock (MCD)	0.0	$17k		60.00	275.53	View chart
3M Stock (MMM)	0.0	$16k		176.00	93.19	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$16k		185.00	87.53	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$16k		120.00	134.77	View chart
Zerofox Hldgs Stock (ZFOX)	0.0	$15k		13k	1.13	View chart
Inventrust Pptys Corp Reit (IVT)	0.0	$15k		616.00	24.41	View chart
Automatic Data Processing Stock (ADP)	0.0	$15k		61.00	245.13	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$14k		202.00	71.42	View chart
Microchip Technology Stock (MCHP)	0.0	$14k		158.00	88.14	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$14k		332.00	41.53	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$13k		500.00	26.61	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$13k		267.00	47.86	View chart
Novo-nordisk A S Adr (NVO)	0.0	$13k		100.00	126.99	View chart
Rio Tinto Adr (RIO)	0.0	$12k		186.00	64.60	View chart
Bhp Group Adr (BHP)	0.0	$12k		203.00	58.84	View chart
Duke Energy Corp Stock (DUK)	0.0	$12k	-42%	123.00	95.97	View chart
Resmed Stock (RMD)	0.0	$11k		57.00	186.04	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$9.9k	-57%	145.00	67.97	View chart
G Iii Apparel Group Stock (GIII)	0.0	$9.7k		350.00	27.59	View chart
Rtx Corporation Stock (RTX)	0.0	$9.4k		96.00	97.55	View chart
Boeing Stock (BA)	0.0	$8.9k	NEW	48.00	184.92	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$8.5k	-63%	70.00	121.53	View chart
Medtronic Stock (MDT)	0.0	$8.1k		95.00	85.00	View chart
Motorola Solutions Stock (MSI)	0.0	$8.1k	-30%	23.00	350.35	View chart
Technology Select Sector Spdr Etf (XLK)	0.0	$7.7k		37.00	207.38	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$7.3k		70.00	103.66	View chart
L3harris Technologies Stock (LHX)	0.0	$7.1k		35.00	204.26	View chart
Apa Corporation Stock (APA)	0.0	$7.0k		200.00	35.21	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$7.0k		108.00	65.10	View chart
T-mobile Us Stock (TMUS)	0.0	$7.0k		43.00	163.26	View chart
Cheniere Energy Stock (LNG)	0.0	$6.8k	-34%	43.00	158.28	View chart
Evolus Stock (EOLS)	0.0	$6.8k		500.00	13.58	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$6.2k	-80%	74.00	84.05	View chart
Cvs Health Corp Stock (CVS)	0.0	$6.2k		83.00	74.60	View chart
Pfizer Stock (PFE)	0.0	$5.4k		200.00	27.22	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$5.3k		57.00	93.02	View chart
Magnite Stock (MGNI)	0.0	$5.1k		512.00	10.04	View chart
Ford Motor Company Stock (F)	0.0	$5.1k		376.00	13.65	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$4.7k		26.00	180.15	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$4.4k		106.00	41.34	View chart
Discovery Hldg Stock (WBD)	0.0	$4.3k		498.00	8.73	View chart
Inmode Stock (INMD)	0.0	$4.1k		200.00	20.62	View chart
Zscaler Stock (ZS)	0.0	$3.7k	-62%	20.00	186.30	View chart
Treehouse Foods Stock (THS)	0.0	$3.7k		100.00	37.00	View chart
Sempra Stock (SRE)	0.0	$3.5k		50.00	70.98	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.0	$3.1k		59.00	53.36	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$3.1k		200.00	15.30	View chart
Aclaris Therapeutics Stock (ACRS)	0.0	$1.9k		1.5k	1.25	View chart
Disney Walt Stock (DIS)	0.0	$1.8k		15.00	119.00	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$1.6k		10.00	159.30	View chart
Woodside Energy Group Adr (WDS)	0.0	$1.5k		73.00	19.92	View chart
Amarin Corp Plc Spons Adr (AMRN)	0.0	$1.4k		1.3k	1.06	View chart
Iqiyi Adr (IQ)	0.0	$1.1k		250.00	4.31	View chart
United States Stl Corp Stock (X)	0.0	$838.000000		20.00	41.90	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$806.000000		200.00	4.03	View chart
Chargepoint Holdings Inc Com Cl A Stock (CHPT)	0.0	$640.990000		350.00	1.83	View chart
Vivopower International Stock (VVPR)	0.0	$641.000000		100.00	6.41	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$534.000000	-90%	6.00	89.00	View chart
2seventy Bio Stock (TSVT)	0.0	$498.000000	-39%	100.00	4.98	View chart
Kyndryl Hldgs Stock (KD)	0.0	$369.999900		17.00	21.76	View chart
Bluebird Bio Stock (BLUE)	0.0	$354.000000	-40%	300.00	1.18	View chart
Canopy Growth Corp Stock (CGC)	0.0	$327.000000		30.00	10.90	View chart
Phunware Stock	0.0	$243.999000	NEW	30.00	8.13	View chart
Nike Inc Class B Stock (NKE)	0.0	$95.000000		1.00	95.00	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$45.000000		4.00	11.25	View chart
Savara Stock (SVRA)	0.0	$10.000000		2.00	5.00	View chart
Mullen Automotive Stock (MULN)	0.0	$4.000000		1.00	4.00	View chart

Past Filings by Halpern Financial

SEC 13F filings are viewable for Halpern Financial going back to 2023

Halpern Financial 2024 Q1 filed April 9, 2024
Halpern Financial 2023 Q4 filed Jan. 19, 2024
Halpern Financial 2023 Q3 filed Oct. 10, 2023
Halpern Financial 2019 Q4 filed Sept. 21, 2023
Halpern Financial 2020 Q1 filed Sept. 21, 2023
Halpern Financial 2020 Q2 filed Sept. 21, 2023
Halpern Financial 2020 Q3 filed Sept. 21, 2023
Halpern Financial 2020 Q4 filed Sept. 21, 2023
Halpern Financial 2021 Q1 filed Sept. 21, 2023
Halpern Financial 2021 Q2 filed Sept. 21, 2023
Halpern Financial 2021 Q3 filed Sept. 21, 2023
Halpern Financial 2021 Q4 filed Sept. 21, 2023
Halpern Financial 2022 Q1 filed Sept. 21, 2023
Halpern Financial 2022 Q2 filed Sept. 21, 2023
Halpern Financial 2022 Q3 filed Sept. 21, 2023
Halpern Financial 2022 Q4 filed Sept. 21, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z