Hapanowicz & Associates Financial Services, Inc has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Value Et with a value of $48.2M, Vanguard Russell 1000 Growth E with a value of $47.8M, Spdr S&P 500 ETF Trust with a value of $30.6M, Vanguard Dividend Appreciation with a value of $15.2M, and Vanguard Mid Cap Growth Index with a value of $6.85M.

Examining the 13F form we can see an decrease of $19.4M in the current position value, from $198M to 179M.

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

Portfolio value $179 Million
ETFs: $170 Million
Technology: $3.17 Million
Financial Services: $1.8 Million
Industrials: $1.38 Million
Communication Services: $1.35 Million
Consumer Cyclical: $834,000
Consumer Defensive: $221,000
Energy: $213,000
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $179 Million
  • Prior Value $198 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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