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Halpern Financial

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

Top 5 stock holdings are IVE, IVV, USMV, SPDW, IVW, and represent 43.65% of Halpern Financial's stock portfolio.
Added to shares of these 10 stocks: VWO, VTV, VB, SPDW, JEPI, SCHM, VOO, SCHD, VUG, IJR.
Started 32 new stock positions in RVMD, Mullen Automotive, GOVT, QUAL, JETS, MA, DHI, SHY, XLF, XLP.
Reduced shares in these 10 stocks: IVV, FHLC, IVE, FVAL, USMV, IVW, FTEC, Hawaiian Holdings, IVOV, IEFA.
Sold out of its positions in ALK, AMAT, BAC, CI, SYLD, FENY, GD, GDDY, GBTC, Hawaiian Holdings.
Halpern Financial was a net buyer of stock by $3.3M.
Halpern Financial has $389M in assets under management (AUM), dropping by 6.81%.
Central Index Key (CIK): 0001994335

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Portfolio Holdings for Halpern Financial

Halpern Financial holds 230 positions in its portfolio as reported in the September 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)	12.8	$50M	-2%	254k	196.32	View chart
Ishares S&p 500 Index Etf (IVV)	8.5	$33M	-5%	58k	571.60	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	8.5	$33M	-3%	362k	90.98	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	8.1	$31M	+5%	843k	37.26	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	5.8	$23M	-4%	238k	94.58	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	5.5	$21M	+3%	253k	84.54	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	4.7	$18M	+13%	371k	49.21	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	3.7	$14M	+10%	243k	59.19	View chart
Vanguard Small Cap Etf Etf (VB)	3.5	$14M	+14%	58k	234.80	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	3.2	$12M	+3%	107k	114.92	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.1	$12M		155k	77.25	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.9	$11M	+10%	22k	522.83	View chart
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)	2.8	$11M	+2%	225k	47.98	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	2.7	$11M	-5%	62k	171.17	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	2.7	$11M		29k	370.52	View chart
Vanguard Value Etf Etf (VTV)	2.7	$11M	+21%	60k	174.03	View chart
Fidelity Value Factor Etf Etf (FVAL)	2.4	$9.4M	-10%	156k	60.19	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	2.1	$8.2M		132k	61.88	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.5	$5.8M		10k	568.87	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.4	$5.5M	+28%	67k	82.51	View chart
Exxon Mobil Corp Stock (XOM)	1.4	$5.3M	+5%	44k	121.52	View chart
Vanguard Growth Etf Etf (VUG)	1.2	$4.5M	+17%	12k	379.20	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	1.1	$4.3M		73k	58.76	View chart
Amazon.com Stock (AMZN)	0.8	$3.0M		17k	184.76	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.5	$2.0M	-44%	27k	72.26	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.5	$1.9M		10k	189.04	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.4	$1.6M		18k	87.60	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.4M		6.6k	217.58	View chart
Nasdaq Stk Mkt Stock (NDAQ)	0.4	$1.4M		19k	72.99	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.3M	-4%	3.0k	456.65	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.3	$1.1M		11k	102.84	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.3	$1.1M	-3%	8.3k	137.51	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$980k	-12%	3.5k	280.24	View chart
John Marshall Bancorp Stock (JMSB)	0.2	$937k		50k	18.85	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$908k		1.6k	565.41	View chart
Apple Stock (AAPL)	0.2	$856k		3.8k	226.78	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$584k		5.0k	116.93	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$549k		1.6k	341.12	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.1	$478k		3.6k	131.19	View chart
Equinix Reit (EQIX)	0.1	$477k		538.00	886.60	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$461k		2.8k	163.88	View chart
Google Stock (GOOGL)	0.1	$460k	-3%	2.8k	165.86	View chart
Costco Wholesale Corp Stock (COST)	0.1	$353k		401.00	879.04	View chart
United Bankshares Inc West Va Stock (UBSI)	0.1	$338k		9.5k	35.74	View chart
Eli Lilly & Co Stock (LLY)	0.1	$319k	+2%	358.00	891.07	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.1	$304k		1.1k	280.64	View chart
Microsoft Stock (MSFT)	0.1	$275k	-13%	660.00	417.13	View chart
Revolution Medicines Stock (RVMD)	0.1	$259k	NEW	5.6k	45.98	View chart
Johnson & Johnson Stock (JNJ)	0.1	$253k		1.6k	161.17	View chart
Procter And Gamble Stock (PG)	0.1	$251k	-12%	1.5k	171.92	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$228k	-8%	1.1k	207.29	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$206k	+14%	660.00	311.79	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$200k		3.8k	52.65	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$191k		730.00	260.98	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$174k		12k	15.16	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$163k		774.00	211.17	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.0	$158k		5.3k	29.80	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.0	$156k	-55%	1.6k	94.80	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$155k		257.00	603.20	View chart
S&p Global Stock (SPGI)	0.0	$154k		300.00	514.71	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$140k	NEW	6.9k	20.22	View chart
Amplify Transformational Data Sharing Etf Etf (BLOK)	0.0	$131k		3.6k	36.65	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.0	$130k		1.3k	101.59	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$126k	-13%	1.6k	79.58	View chart
Tesla Motors Stock (TSLA)	0.0	$126k	+51%	506.00	249.02	View chart
Lowes Cos Stock (LOW)	0.0	$109k		400.00	271.86	View chart
Coca Cola Stock (KO)	0.0	$102k	+2%	1.4k	71.01	View chart
Qualys Stock (QLYS)	0.0	$100k		795.00	126.10	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$97k		1.2k	82.84	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$96k	NEW	1.5k	64.80	View chart
First Trust Water Etf Etf (FIW)	0.0	$88k		810.00	108.11	View chart
Nextera Energy Stock (NEE)	0.0	$87k		1.0k	85.43	View chart
Cisco Sys Stock (CSCO)	0.0	$87k		1.6k	52.62	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$86k	-15%	724.00	119.40	View chart
Oracle Corporation Stock (ORCL)	0.0	$86k	+2%	514.00	167.71	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.0	$85k		350.00	241.97	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.0	$84k		740.00	113.79	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.0	$82k		1.0k	78.82	View chart
Fortinet Stock (FTNT)	0.0	$78k	-23%	1.0k	77.59	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$74k	-31%	440.00	167.31	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$72k	+7%	878.00	81.84	View chart
Ideaya Biosciences Stock (IDYA)	0.0	$71k		2.3k	31.70	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$70k		75.00	930.01	View chart
Adobe Stock (ADBE)	0.0	$69k	-13%	137.00	505.81	View chart
Powershares Qqq Tr Etf (QQQ)	0.0	$64k		132.00	481.95	View chart
Unitedhealth Group Stock (UNH)	0.0	$63k	+6%	106.00	592.31	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$62k	-11%	771.00	80.02	View chart
Trex Stock (TREX)	0.0	$61k		900.00	67.45	View chart
At&t Stock (T)	0.0	$61k		2.7k	22.19	View chart
Nvidia Corporation Stock (NVDA)	0.0	$55k	+19%	466.00	118.85	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$54k		1.4k	37.49	View chart
Arbor Rlty Tr Reit (ABR)	0.0	$53k		3.5k	15.04	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.0	$52k		800.00	64.64	View chart
Vanguard Mid Cap Etf (VO)	0.0	$47k		180.00	262.43	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$47k		376.00	124.51	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$46k	NEW	81.00	572.81	View chart
Sandy Spring Bancorp Stock (SASR)	0.0	$46k		1.5k	30.54	View chart
Altria Group Stock (MO)	0.0	$43k	-27%	850.00	50.59	View chart
Visa Inc Com Cl A Stock (V)	0.0	$42k		150.00	277.00	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$41k		648.00	63.13	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$34k		266.00	128.03	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$33k	NEW	58.00	575.38	View chart
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL)	0.0	$33k		300.00	110.76	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$33k		316.00	104.81	View chart
Abbvie Stock (ABBV)	0.0	$32k	+8%	162.00	196.82	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$32k		160.00	196.95	View chart
Hackett Group Stock (HCKT)	0.0	$31k		1.2k	25.85	View chart
Truist Finl Corp Stock (TFC)	0.0	$31k		742.00	41.77	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$30k	-33%	400.00	75.99	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$28k		100.00	280.09	View chart
Philip Morris Intl Stock (PM)	0.0	$26k	-37%	219.00	119.60	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$26k	NEW	145.00	178.44	View chart
Walmart Stock (WMT)	0.0	$26k	+6%	320.00	80.43	View chart
Principal Financial Group Stock (PFG)	0.0	$25k		296.00	85.08	View chart
Clorox Co Del Stock (CLX)	0.0	$25k		150.00	164.70	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$24k		360.00	67.28	View chart
3M Stock (MMM)	0.0	$24k		176.00	135.43	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$23k		450.00	50.79	View chart
Prudential Finl Stock (PRU)	0.0	$23k		192.00	118.95	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$23k		552.00	41.20	View chart
Merck & Co Stock (MRK)	0.0	$22k		200.00	112.08	View chart
Cousins Pptys Reit (CUZ)	0.0	$22k		760.00	29.24	View chart
Ge Aerospace Stock (GE)	0.0	$22k		119.00	186.44	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$22k	-16%	324.00	66.76	View chart
Pepsico Stock (PEP)	0.0	$22k		127.00	169.55	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$21k		2.0k	10.64	View chart
Mcdonalds Corp Stock (MCD)	0.0	$21k	+13%	68.00	303.76	View chart
Home Depot Stock (HD)	0.0	$21k		50.00	411.26	View chart
Union Pac Corp Stock (UNP)	0.0	$20k		83.00	243.35	View chart
Hca Stock (HCA)	0.0	$20k		50.00	403.86	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$20k	-26%	100.00	198.36	View chart
Eqt Corp Stock (EQT)	0.0	$18k		500.00	36.77	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$18k		120.00	149.05	View chart
Inventrust Pptys Corp Reit (IVT)	0.0	$18k		616.00	28.52	View chart
Automatic Data Processing Stock (ADP)	0.0	$17k		61.00	283.56	View chart
Vale S A Adr (VALE)	0.0	$17k		1.5k	11.78	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$17k		118.00	145.19	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$17k	NEW	375.00	45.13	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$17k	NEW	269.00	62.52	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$17k		233.00	70.76	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$16k		100.00	164.47	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$16k		308.00	52.35	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$15k	NEW	101.00	152.90	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$15k		185.00	83.46	View chart
Duke Energy Corp Stock (DUK)	0.0	$14k		123.00	116.68	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$14k		267.00	52.38	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$14k		332.00	41.30	View chart
Rio Tinto Adr (RIO)	0.0	$13k		186.00	70.82	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$13k	NEW	39.00	335.62	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$13k		31.00	421.90	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$13k		202.00	63.35	View chart
Bhp Group Adr (BHP)	0.0	$13k		203.00	62.43	View chart
Microchip Technology Stock (MCHP)	0.0	$12k		158.00	78.22	View chart
Cava Group Stock (CAVA)	0.0	$12k		100.00	122.92	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$12k	+37%	149.00	81.47	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$12k	NEW	132.00	90.19	View chart
Occidental Pete Corp Stock (OXY)	0.0	$12k		222.00	53.44	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.0	$12k		81.00	141.47	View chart
Technology Select Sector Spdr Etf (XLK)	0.0	$11k	+37%	51.00	221.88	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$11k	NEW	83.00	135.27	View chart
Intel Corp Stock (INTC)	0.0	$11k	-93%	486.00	22.39	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$11k	NEW	39.00	273.67	View chart
Motorola Solutions Stock (MSI)	0.0	$10k		23.00	449.52	View chart
Intl Business Machines Stock (IBM)	0.0	$10k		47.00	219.72	View chart
G Iii Apparel Group Stock (GIII)	0.0	$10k		350.00	29.18	View chart
Chevron Corp Stock (CVX)	0.0	$9.1k		60.00	150.95	View chart
L3harris Technologies Stock (LHX)	0.0	$8.6k		35.00	244.66	View chart
Medtronic Stock (MDT)	0.0	$8.5k		95.00	89.12	View chart
Progressive Corp Stock (PGR)	0.0	$7.9k		31.00	254.42	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$7.7k	NEW	94.00	82.02	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$7.7k		70.00	109.40	View chart
Boeing Stock (BA)	0.0	$7.3k		48.00	152.90	View chart
Ge Vernova Stock (GEV)	0.0	$7.3k		29.00	252.28	View chart
Aflac Stock (AFL)	0.0	$7.0k		61.00	114.23	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.0	$6.9k	NEW	149.00	46.55	View chart
Magnite Stock (MGNI)	0.0	$6.1k		512.00	11.90	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$5.8k		7.00	832.14	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.8k	-76%	50.00	116.48	View chart
Pfizer Stock (PFE)	0.0	$5.7k		200.00	28.61	View chart
Relx Adr (RELX)	0.0	$5.6k		119.00	47.29	View chart
Cvs Health Corp Stock (CVS)	0.0	$5.2k		83.00	62.24	View chart
Apa Corporation Stock (APA)	0.0	$5.2k		200.00	25.76	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$5.0k		106.00	47.13	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$4.8k	NEW	44.00	108.93	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.0	$4.7k		59.00	79.24	View chart
Southern Stock (SO)	0.0	$4.3k		47.00	91.60	View chart
Tilray Brands Stock (TLRY)	0.0	$4.2k	-57%	2.5k	1.68	View chart
Sempra Stock (SRE)	0.0	$4.2k		50.00	83.38	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$4.1k	NEW	51.00	81.20	View chart
Avago Technologies Stock (AVGO)	0.0	$4.1k	NEW	24.00	170.67	View chart
Treehouse Foods Stock (THS)	0.0	$4.1k		100.00	40.79	View chart
Discovery Hldg Stock (WBD)	0.0	$4.0k		498.00	7.97	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$3.6k		16.00	223.06	View chart
Netflix Stock (NFLX)	0.0	$3.6k	-44%	5.00	711.00	View chart
Inmode Stock (INMD)	0.0	$3.1k		200.00	15.44	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$3.1k	NEW	69.00	44.25	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$3.0k	NEW	6.00	495.50	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.4k	NEW	5.00	486.60	View chart
Linde Stock (LIN)	0.0	$2.4k	-92%	5.00	475.80	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$2.1k	NEW	2.00	1040.50	View chart
Air Prods & Chems Stock (APD)	0.0	$2.0k	NEW	7.00	290.00	View chart
Fair Isaac Corp Stock (FICO)	0.0	$1.9k	NEW	1.00	1938.00	View chart
Blackrock Stock	0.0	$1.9k	NEW	2.00	957.50	View chart
D R Horton Stock (DHI)	0.0	$1.9k	NEW	10.00	190.60	View chart
Solventum Corp Stock (SOLV)	0.0	$1.8k	-37%	27.00	67.63	View chart
Servicenow Stock (NOW)	0.0	$1.8k	NEW	2.00	880.50	View chart
Aclaris Therapeutics Stock (ACRS)	0.0	$1.8k		1.5k	1.17	View chart
Tjx Cos Stock (TJX)	0.0	$1.7k	NEW	15.00	116.47	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.0	$1.7k	NEW	20.00	82.90	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$1.4k	NEW	59.00	23.39	View chart
Woodside Energy Group Adr (WDS)	0.0	$1.3k		73.00	17.90	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$1.3k		10.00	126.20	View chart
Disney Walt Stock (DIS)	0.0	$1.2k		13.00	94.15	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$924.000000		200.00	4.62	View chart
Iqiyi Adr (IQ)	0.0	$798.000000		250.00	3.19	View chart
Amarin Corp Plc Spons Adr (AMRN)	0.0	$725.040000	-7%	1.2k	0.60	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$546.000000		6.00	91.00	View chart
2seventy Bio Stock (TSVT)	0.0	$481.000000		100.00	4.81	View chart
Chargepoint Holdings Inc Com Cl A Stock (CHPT)	0.0	$458.990000		350.00	1.31	View chart
Kyndryl Hldgs Stock (KD)	0.0	$159.999700		7.00	22.86	View chart
Bluebird Bio Stock (BLUE)	0.0	$146.010000		300.00	0.49	View chart
Canopy Growth Corp Stock (CGC)	0.0	$132.999000		30.00	4.43	View chart
Phunware Stock (PHUN)	0.0	$101.001000		30.00	3.37	View chart
Nike Inc Class B Stock (NKE)	0.0	$88.000000		1.00	88.00	View chart
Vivopower International Stock (VVPR)	0.0	$78.000000		100.00	0.78	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$71.000000	-99%	1.00	71.00	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$44.000000		4.00	11.00	View chart
Savara Stock (SVRA)	0.0	$8.000000		2.00	4.00	View chart
Mullen Automotive Stock	0.0	$3.000000	NEW	1.00	3.00	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Halpern Financial

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

Halpern Financial 2024 Q3 filed Oct. 4, 2024
Halpern Financial 2024 Q2 filed July 9, 2024
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

View all past filings

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