Halpern Financial, Inc. Portfolio Holdings

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.