Hapanowicz & Associates Financial Services, Inc Portfolio Holdings by Sector

Hapanowicz & Associates Financial Services, Inc

$179 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VONV VONG SPY VIG VOT FYX VONE ACWX 13 stocks	$169,418 94.85% of portfolio	10	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AVDX MSFT 2 stocks	$2,141 1.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$1,346 0.75% of portfolio	1	2	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX 2 stocks	$839 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$786 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$762 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$596 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$543 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$437 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$397 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$239 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$238 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$233 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC 1 stocks	$221 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT 1 stocks	$213 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$208 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hapanowicz & Associates Financial Services, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hapanowicz & Associates Financial Services, Inc with notifications on news.