HALPERN FINANCIAL, INC.
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 106 | $62.78K |
 | THS | 100 | $4.08K |
 | COIN | 100 | $16.45K |
 | CAVA | 100 | $12.29K |
 | MDT | 95 | $8.47K |
 | CVS | 83 | $5.17K |
 | UNP | 83 | $20.20K |
 | META | 81 | $46.40K |
 | TPL | 75 | $69.75K |
 | WDS | 73 | $1.31K |
 | MCD | 68 | $20.66K |
 | AFL | 61 | $6.97K |
 | ADP | 61 | $17.30K |
 | CVX | 60 | $9.06K |
 | LBRDK | 59 | $4.67K |
 | HD | 50 | $20.56K |
 | HCA | 50 | $20.19K |
 | SRE | 50 | $4.17K |
 | NVO | 50 | $5.82K |
 | BA | 48 | $7.34K |
UnitedHealth Group Incorporated
UNH
Shares Held
106
Value
$62.78K
TreeHouse Foods, Inc.
THS
Shares Held
100
Value
$4.08K
Coinbase Global, Inc.
COIN
Shares Held
100
Value
$16.45K
CAVA Group, Inc.
CAVA
Shares Held
100
Value
$12.29K
Medtronic plc
MDT
Shares Held
95
Value
$8.47K
CVS Health Corporation
CVS
Shares Held
83
Value
$5.17K
Union Pacific Corporation
UNP
Shares Held
83
Value
$20.20K
Meta Platforms, Inc.
META
Shares Held
81
Value
$46.40K
Texas Pacific Land Corporation
TPL
Shares Held
75
Value
$69.75K
Woodside Energy Group Ltd
WDS
Shares Held
73
Value
$1.31K
McDonald's Corporation
MCD
Shares Held
68
Value
$20.66K
Aflac Incorporated
AFL
Shares Held
61
Value
$6.97K
Automatic Data Processing, Inc.
ADP
Shares Held
61
Value
$17.30K
Chevron Corporation
CVX
Shares Held
60
Value
$9.06K
Liberty Broadband Corporation
LBRDK
Shares Held
59
Value
$4.67K
The Home Depot, Inc.
HD
Shares Held
50
Value
$20.56K
HCA Healthcare, Inc.
HCA
Shares Held
50
Value
$20.19K
Sempra
SRE
Shares Held
50
Value
$4.17K
Novo Nordisk A/S
NVO
Shares Held
50
Value
$5.82K
The Boeing Company
BA
Shares Held
48
Value
$7.34K