
HALPERN FINANCIAL, INC.
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BHP | 203 | $12.67K |
![]() | SCHW | 202 | $12.80K |
![]() | INMD | 200 | $3.09K |
![]() | PTON | 200 | $924 |
![]() | PFE | 200 | $5.72K |
![]() | MRK | 200 | $22.42K |
![]() | APA | 200 | $5.15K |
![]() | PRU | 192 | $22.84K |
![]() | RIO | 186 | $13.17K |
![]() | CP | 185 | $15.44K |
![]() | MMM | 176 | $23.84K |
![]() | ABBV | 162 | $31.89K |
![]() | MCHP | 158 | $12.36K |
![]() | V | 150 | $41.55K |
![]() | CLX | 150 | $24.70K |
![]() | ADBE | 137 | $69.30K |
![]() | PEP | 127 | $21.53K |
![]() | DUK | 123 | $14.35K |
![]() | RELX | 119 | $5.63K |
![]() | GE | 119 | $22.19K |

BHP Group Limited
BHP
Shares Held
203
Value
$12.67K

The Charles Schwab Corporation
SCHW
Shares Held
202
Value
$12.80K

InMode Ltd.
INMD
Shares Held
200
Value
$3.09K

Peloton Interactive, Inc.
PTON
Shares Held
200
Value
$924

Pfizer Inc.
PFE
Shares Held
200
Value
$5.72K

Merck & Co., Inc.
MRK
Shares Held
200
Value
$22.42K

APA Corporation
APA
Shares Held
200
Value
$5.15K

Prudential Financial, Inc.
PRU
Shares Held
192
Value
$22.84K

Rio Tinto Group
RIO
Shares Held
186
Value
$13.17K

Canadian Pacific Kansas City Ltd.
CP
Shares Held
185
Value
$15.44K

3M Company
MMM
Shares Held
176
Value
$23.84K

AbbVie Inc.
ABBV
Shares Held
162
Value
$31.89K

Microchip Technology Incorporated
MCHP
Shares Held
158
Value
$12.36K

Visa Inc.
V
Shares Held
150
Value
$41.55K

The Clorox Company
CLX
Shares Held
150
Value
$24.70K

Adobe Inc.
ADBE
Shares Held
137
Value
$69.30K

PepsiCo, Inc.
PEP
Shares Held
127
Value
$21.53K

Duke Energy Corporation
DUK
Shares Held
123
Value
$14.35K

RELX Plc
RELX
Shares Held
119
Value
$5.63K

GE Aerospace
GE
Shares Held
119
Value
$22.19K
