HALPERN FINANCIAL, INC.
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 1K | $251.18K |
 | VALE | 1K | $17.18K |
 | PLTR | 1K | $53.99K |
 | KO | 1K | $101.83K |
 | HCKT | 1K | $31.02K |
 | AMRN | 1K | $725 |
 | JPM | 1K | $228.02K |
 | NEE | 1K | $86.97K |
 | FTNT | 1K | $77.59K |
 | TREX | 900 | $60.70K |
 | MO | 850 | $43.00K |
 | QLYS | 795 | $100.25K |
 | CUZ | 760 | $22.22K |
 | TFC | 742 | $30.99K |
 | IRM | 724 | $86.45K |
 | MSFT | 660 | $275.31K |
 | IVT | 616 | $17.57K |
 | EQIX | 538 | $476.99K |
 | ORCL | 514 | $86.20K |
 | MGNI | 512 | $6.09K |
The Procter & Gamble Company
PG
Shares Held
1K
Value
$251.18K
Vale S.A.
VALE
Shares Held
1K
Value
$17.18K
Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$53.99K
The Coca-Cola Company
KO
Shares Held
1K
Value
$101.83K
The Hackett Group, Inc.
HCKT
Shares Held
1K
Value
$31.02K
Amarin Corporation plc
AMRN
Shares Held
1K
Value
$725
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$228.02K
NextEra Energy, Inc.
NEE
Shares Held
1K
Value
$86.97K
Fortinet, Inc.
FTNT
Shares Held
1K
Value
$77.59K
Trex Company, Inc.
TREX
Shares Held
900
Value
$60.70K
Altria Group, Inc.
MO
Shares Held
850
Value
$43.00K
Qualys, Inc.
QLYS
Shares Held
795
Value
$100.25K
Cousins Properties Incorporated
CUZ
Shares Held
760
Value
$22.22K
Truist Financial Corporation
TFC
Shares Held
742
Value
$30.99K
Iron Mountain Incorporated
IRM
Shares Held
724
Value
$86.45K
Microsoft Corporation
MSFT
Shares Held
660
Value
$275.31K
InvenTrust Properties Corp.
IVT
Shares Held
616
Value
$17.57K
Equinix, Inc.
EQIX
Shares Held
538
Value
$476.99K
Oracle Corporation
ORCL
Shares Held
514
Value
$86.20K
Magnite, Inc.
MGNI
Shares Held
512
Value
$6.09K