Halpern Financial, Inc. Sells in Q3 2024

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-21.9K
- 44.63%
$67.43 - $74.23 $1.48M - $1.62M
27.2K $1.96B
FVAL
Fidelity Covington Tr Value Fa

ETFs
-19K
- 10.86%
$55.27 - $60.6 $1.05M - $1.15M
156K $9.37B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-3.84K
- 5.81%
$152.9 - $180.39 $586K - $692K
62.2K $10.6B
CRWD
Crowd Strike Holdings, Inc.

Technology
-500
- 12.51%
$217.89 - $392.15 $109K - $196K
3.5K $980M
IVW
Ishares S&P 500 Growth ETF

ETFs
-10.7K
- 4.32%
$84.77 - $97.13 $911K - $1.04M
238K $22.5B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.13K
- 5.15%
$520.18 - $576.82 $1.63M - $1.81M
57.7K $33B
INTC
Intel Corp

Technology
-7K
- 93.51%
$18.9 - $34.87 $132K - $244K
486 $10.9M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-2.04K
- 55.35%
$86.19 - $95.75 $176K - $196K
1.65K $156M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.42K
- 99.93%
$95.81 - $109.03 $136K - $155K
1 $71K
MSFT
Microsoft Corp

Technology
-105
- 13.73%
$395.15 - $467.56 $41.5K - $49.1K
660 $275M
GOOG
Alphabet Inc.

Communication Services
-207
- 31.99%
$149.54 - $192.66 $31K - $39.9K
440 $73.6M
Linde PLC Shs
-62
- 92.54%
N/A
5 $2.38M
NVO
Novo Nordisk A S

Healthcare
-163
- 76.53%
$119.07 - $145.42 $19.4K - $23.7K
50 $5.82M
PG
Procter & Gamble CO

Consumer Defensive
-210
- 12.57%
$160.76 - $177.82 $33.8K - $37.3K
1.46K $251M
ADBE
Adobe Inc.

Technology
-21
- 13.29%
$508.13 - $586.55 $10.7K - $12.3K
137 $69.3M
AZN
Astrazeneca PLC

Healthcare
-239
- 13.08%
$76.67 - $87.62 $18.3K - $20.9K
1.59K $126M
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 8.33%
$194.9 - $224.8 $19.5K - $22.5K
1.1K $228M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-200
- 33.33%
$69.31 - $77.34 $13.9K - $15.5K
400 $30.4M
MO
Altria Group, Inc.

Consumer Defensive
-330
- 27.97%
$45.95 - $54.71 $15.2K - $18.1K
850 $43M
PM
Philip Morris International Inc.

Consumer Defensive
-131
- 37.43%
$101.25 - $127.45 $13.3K - $16.7K
219 $26.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-36
- 26.47%
$178.94 - $207.0 $6.44K - $7.45K
100 $19.8M
TLRY
Tilray Brands, Inc.

Healthcare
-3.35K
- 57.14%
$1.62 - $2.03 $5.43K - $6.8K
2.51K $4.22M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-100
- 11.48%
$73.43 - $80.37 $7.34K - $8.04K
771 $61.7M
NFLX
Netflix Inc

Communication Services
-4
- 44.44%
$598.55 - $722.26 $2.39K - $2.89K
5 $3.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-63
- 16.28%
$60.13 - $68.17 $3.79K - $4.29K
324 $21.6M
FTNT
Fortinet, Inc.

Technology
-300
- 23.08%
$55.39 - $77.55 $16.6K - $23.3K
1K $77.6M
Solventum Corp Com Shs
-16
- 37.21%
N/A
27 $1.83M
AMRN
Amarin Corp Plcuk

Healthcare
-92
- 7.12%
$0.57 - $0.8 $52.4 - $73.6
1.2K $725K
IRM
Iron Mountain Inc

Real Estate
-137
- 15.91%
$89.69 - $119.32 $12.3K - $16.3K
724 $86.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-335
- 3.88%
$127.29 - $141.5 $42.6K - $47.4K
8.3K $1.14B
AAPL
Apple Inc.

Technology
-6
- 0.16%
$207.23 - $234.82 $1.24K - $1.41K
3.78K $856M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-148
- 4.77%
$405.19 - $478.57 $60K - $70.8K
2.95K $1.35B
IWR
Ishares Russell Mid Cap ETF

ETFs
-30
- 0.17%
$79.92 - $88.19 $2.4K - $2.65K
17.7K $1.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
-190
- 1.83%
$517.38 - $573.86 $98.3K - $109K
10.2K $5.79B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14
- 0.05%
$332.02 - $382.76 $4.65K - $5.36K
28.5K $10.6B
NDAQ
Nasdaq, Inc.

Financial Services
-380
- 1.92%
$59.48 - $74.31 $22.6K - $28.2K
19.4K $1.42B
IEMG
Ishares Inc

ETFs
-1.44K
- 1.92%
$53.64 - $53.64 $77K - $77K
73.1K $4.3B
IEFA
Ishares Tr

ETFs
-2.36K
- 1.5%
$70.09 - $78.74 $165K - $186K
155K $12B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-12.1K
- 3.24%
$83.76 - $91.82 $1.02M - $1.12M
362K $33B
IVE
Ishares S&P 500 Value ETF

ETFs
-6.94K
- 2.66%
$181.06 - $197.17 $1.26M - $1.37M
254K $49.9B
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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