Halpern Financial, Inc. Purchases in Q3 2024

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
43.6K
+ 13.32%
$41.9 - $48.26 $1.83M - $2.11M
371K $18.3B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
40.6K
+ 5.06%
$33.74 - $37.96 $1.37M - $1.54M
843K $31.4B
VB
Vanguard Small Cap ETF

ETFs
7.08K
+ 14.03%
$214.77 - $237.72 $1.52M - $1.68M
57.5K $13.5B
VTV
Vanguard Value ETF

ETFs
10.5K
+ 21.01%
$159.75 - $174.57 $1.67M - $1.82M
60.2K $10.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.8K
+ 3.6%
$77.02 - $85.06 $678K - $749K
253K $21.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.6K
+ 10.29%
$54.98 - $59.51 $1.24M - $1.35M
243K $14.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.05K
+ 10.35%
$475.2 - $527.7 $975K - $1.08M
21.9K $11.4B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.8K
+ 28.34%
$75.47 - $83.18 $1.12M - $1.23M
67.1K $5.53B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.29K
+ 3.17%
$105.53 - $118.34 $347K - $389K
107K $12.3B
VUG
Vanguard Growth ETF

ETFs
1.76K
+ 17.44%
$341.08 - $391.94 $600K - $690K
11.8K $4.49B
XOM
Exxon Mobil Corp

Energy
2.09K
+ 5.05%
$109.72 - $119.0 $230K - $249K
43.6K $5.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
492
+ 0.37%
$57.32 - $62.65 $28.2K - $30.8K
132K $8.18B
RVMD
Revolution Medicines, Inc.

Healthcare
5.63K
New
$36.92 - $47.94 $208K - $270K
5.63K $259M
JETS
ETF Ser Solutions U S Global J

ETFs
6.93K
New
$16.76 - $20.84 $116K - $144K
6.93K $140M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.48K
New
$58.03 - $65.37 $86.1K - $97K
1.48K $96.2M
TSLA
Tesla, Inc.

Consumer Cyclical
172
+ 51.5%
$191.76 - $263.26 $33K - $45.3K
506 $126M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12
+ 0.75%
$523.84 - $572.02 $6.29K - $6.86K
1.61K $907M
META
Meta Platforms, Inc.

Communication Services
81
New
$453.41 - $572.44 $36.7K - $46.4K
81 $46.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
86
+ 14.98%
$283.28 - $314.39 $24.4K - $27K
660 $206M
VGT
Vanguard Information Technolog

ETFs
58
New
$514.43 - $606.85 $29.8K - $35.2K
58 $33.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
145
New
$162.64 - $179.3 $23.6K - $26K
145 $25.9M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.71%
$145.48 - $167.38 $1.6K - $1.84K
1.57K $253M
XLF
Financial Sector Spdr

ETFs
375
New
$40.84 - $45.74 $15.3K - $17.2K
375 $16.9M
DGRO
Ishares Core Dividend Growth E

ETFs
269
New
$57.47 - $62.76 $15.5K - $16.9K
269 $16.8M
NEE
Nextera Energy Inc

Utilities
18
+ 1.8%
$69.9 - $84.97 $1.26K - $1.53K
1.02K $87M
ORCL
Oracle Corp

Technology
14
+ 2.8%
$125.9 - $170.35 $1.76K - $2.38K
514 $86.2M
XLV
Select Sector Spdr Fund Health

ETFs
101
New
$143.3 - $157.24 $14.5K - $15.9K
101 $15.4M
VCR
Vanguard Consumer Discretionar

ETFs
39
New
$291.88 - $341.94 $11.4K - $13.3K
39 $13.1M
KO
Coca Cola CO

Consumer Defensive
37
+ 2.65%
$62.69 - $73.01 $2.32K - $2.7K
1.43K $102M
XLC
Select Sector Spdr Tr Communic

ETFs
132
New
$82.16 - $90.4 $10.8K - $11.9K
132 $11.9M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 6.0%
$488.01 - $604.18 $2.93K - $3.63K
106 $62.8M
XLI
Industrial Sector Spdr

ETFs
83
New
$120.56 - $135.44 $10K - $11.2K
83 $11.2M
OEF
Ishares S&P 100 ETF

ETFs
39
New
$266.03 - $266.03 $10.4K - $10.4K
39 $10.7M
XLP
Consumer Staples Sector Spdr

ETFs
94
New
$76.04 - $76.04 $7.15K - $7.15K
94 $7.71M
NVDA
Nvidia Corp

Technology
76
+ 19.49%
$98.91 - $134.91 $7.52K - $10.3K
466 $55.4M
JMBS
Janus Detroit Str Tr Henderson

ETFs
149
New
$44.13 - $47.01 $6.58K - $7K
149 $6.94M
SPYG
Spdr Portfolio

ETFs
63
+ 7.73%
$73.38 - $84.1 $4.62K - $5.3K
878 $71.9M
ABBV
Abb Vie Inc.

Healthcare
12
+ 8.0%
$163.84 - $199.33 $1.97K - $2.39K
162 $31.9M
WMT
Walmart Inc.

Consumer Defensive
20
+ 6.67%
$66.91 - $81.4 $1.34K - $1.63K
320 $25.7M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 13.33%
$245.82 - $304.51 $1.97K - $2.44K
68 $20.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
44
New
$100.75 - $111.62 $4.43K - $4.91K
44 $4.79M
XLU
Utilities Sector Spdr

ETFs
41
+ 37.96%
$67.67 - $80.78 $2.77K - $3.31K
149 $12.1M
IXN
Ishares Global Information Tec

ETFs
51
New
$73.0 - $87.81 $3.72K - $4.48K
51 $4.14M
AVGO
Broadcom Inc.

Technology
24
New
$136.27 - $1745.86 $3.27K - $41.9K
24 $4.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
69
New
$38.04 - $45.36 $2.62K - $3.13K
69 $3.05M
MA
Mastercard Inc

Financial Services
6
New
$429.6 - $500.99 $2.58K - $3.01K
6 $2.97M
XLK
Technology Sector Spdr

ETFs
14
+ 37.84%
$197.34 - $237.68 $2.76K - $3.33K
51 $11.3M
ISRG
Intuitive Surgical Inc

Healthcare
5
New
$416.14 - $494.01 $2.08K - $2.47K
5 $2.43M
LLY
Eli Lilly & CO

Healthcare
8
+ 2.29%
$772.14 - $960.02 $6.18K - $7.68K
358 $319M
Activity Summary
Buys All Purchases 61 New Holdings 32 Increased Positions 29 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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