HALPERN FINANCIAL, INC.
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JMSB | 50K | $937.41K |
 | XOM | 44K | $5.29M |
 | NDAQ | 19K | $1.42M |
 | AMZN | 16K | $3.04M |
 | BSM | 12K | $174.34K |
United Bankshares, Inc. | UBSI | 9K | $337.74K |
 | RVMD | 6K | $258.68K |
 | AAPL | 4K | $856.10K |
 | ABR | 4K | $52.77K |
 | CRWD | 3K | $980.28K |
 | BRK-B | 3K | $1.35M |
 | GOOGL | 3K | $459.60K |
 | T | 3K | $60.49K |
 | TLRY | 3K | $4.22K |
 | IDYA | 2K | $71.33K |
 | RIVN | 2K | $21.28K |
 | CSCO | 2K | $86.51K |
 | AZN | 2K | $126.37K |
 | JNJ | 2K | $253.04K |
 | ACRS | 2K | $1.75K |
John Marshall Bancorp, Inc.
JMSB
Shares Held
50K
Value
$937.41K
Exxon Mobil Corporation
XOM
Shares Held
44K
Value
$5.29M
Nasdaq, Inc.
NDAQ
Shares Held
19K
Value
$1.42M
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.04M
Black Stone Minerals, L.P.
BSM
Shares Held
12K
Value
$174.34K
United Bankshares, Inc.
UBSI
Shares Held
9K
Value
$337.74K
Revolution Medicines, Inc.
RVMD
Shares Held
6K
Value
$258.68K
Apple Inc.
AAPL
Shares Held
4K
Value
$856.10K
Arbor Realty Trust, Inc.
ABR
Shares Held
4K
Value
$52.77K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
3K
Value
$980.28K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.35M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$459.60K
AT&T Inc.
T
Shares Held
3K
Value
$60.49K
Tilray Brands, Inc.
TLRY
Shares Held
3K
Value
$4.22K
IDEAYA Biosciences, Inc.
IDYA
Shares Held
2K
Value
$71.33K
Rivian Automotive, Inc.
RIVN
Shares Held
2K
Value
$21.28K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$86.51K
AstraZeneca PLC
AZN
Shares Held
2K
Value
$126.37K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$253.04K
Aclaris Therapeutics, Inc.
ACRS
Shares Held
2K
Value
$1.75K