Halpern Financial, Inc. Incresed Positions 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
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
86
+ 14.98%
$283.28 - $314.39 $24.4K - $27K
660 $206M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.71%
$145.48 - $167.38 $1.6K - $1.84K
1.57K $253M
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
KO
Coca Cola CO

Consumer Defensive
37
+ 2.65%
$62.69 - $73.01 $2.32K - $2.7K
1.43K $102M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 6.0%
$488.01 - $604.18 $2.93K - $3.63K
106 $62.8M
NVDA
Nvidia Corp

Technology
76
+ 19.49%
$98.91 - $134.91 $7.52K - $10.3K
466 $55.4M
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
XLU
Utilities Sector Spdr

ETFs
41
+ 37.96%
$67.67 - $80.78 $2.77K - $3.31K
149 $12.1M
XLK
Technology Sector Spdr

ETFs
14
+ 37.84%
$197.34 - $237.68 $2.76K - $3.33K
51 $11.3M
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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