StockDriftsStockDriftsTop 50 Halpern Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES S&P 500 VALUE ETF | 12.83% | 254.0K | $49.9M | -2.66%(-6.94K) | — | 2024-09-30 | |
| IVV | ISHARES S&P 500 INDEX | 8.48% | 57.7K | $33.0M | -5.15%(-3.13K) | — | 2024-09-30 | |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 8.48% | 362.2K | $33.0M | -3.24%(-12.14K) | — | 2024-09-30 | |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 8.08% | 843.0K | $31.4M | +5.06%(+40.61K) | — | 2024-09-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 5.78% | 237.7K | $22.5M | -4.32%(-10.74K) | — | 2024-09-30 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 5.51% | 253.2K | $21.4M | +3.60%(+8.80K) | — | 2024-09-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 4.7% | 371.3K | $18.3M | +13.32%(+43.64K) | — | 2024-09-30 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 3.7% | 242.7K | $14.4M | +10.29%(+22.64K) | — | 2024-09-30 | |
| VB | VANGUARD SMALL CAP ETF | 3.47% | 57.5K | $13.5M | +14.03%(+7.08K) | — | 2024-09-30 | |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 3.16% | 107.0K | $12.3M | +3.17%(+3.29K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Halpern Financial, Inc. reports $388.73M in US-listed equity holdings across 230 positions in its most recent 13F filing. Its largest disclosed positions are IVE (12.8%), IVV (8.5%) and USMV (8.5%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Halpern Financial, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1994335). View Halpern Financial, Inc.’s 13F filings on SEC