Halpern Financial, Inc. has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $389 Billion distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $49.9B, Ishares Msci Usa Min Vol Facto with a value of $33B, Ishares Core S&P 500 ETF with a value of $33B, Spdr Ser Tr Fds Spdr Portfolio with a value of $31.4B, and Ishares S&P 500 Growth ETF with a value of $22.5B.
Examining the 13F form we can see an increase of $24.8B in the current position value, from $364B to 389B.
Halpern Financial, Inc. is based out at Ashburn, VA
Below you can find more details about Halpern Financial, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$389 Billion
ETFs: $368 Billion
Energy: $5.58 Billion
Financial Services: $4.62 Billion
Consumer Cyclical: $3.36 Billion
Technology: $2.9 Billion
Healthcare: $1.21 Billion
Consumer Defensive: $851 Million
Real Estate: $741 Million
Other: $1.16 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
