Hapanowicz & Associates Financial Services, Inc has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $175 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $39.6M, Vanguard Russell 1000 Value Et with a value of $36.5M, First Tr Small Cap Core Alphad with a value of $21.8M, Ishares Russell Midcap Value E with a value of $21M, and Vanguard Dividend Appreciation with a value of $13.9M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $162M to 175M.

Below you can find more details about Hapanowicz & Associates Financial Services, Inc portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
ETFs: $164 Million
Technology: $3.39 Million
Financial Services: $1.72 Million
Consumer Defensive: $1.65 Million
Industrials: $1.55 Million
Communication Services: $1.39 Million
Consumer Cyclical: $838,000
Basic Materials: $231,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $175 Million
  • Prior Value $162 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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