HALPERN FINANCIAL, INC.
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 47 | $10.33K |
 | SO | 47 | $4.30K |
 | LHX | 35 | $8.56K |
 | PGR | 31 | $7.89K |
 | PHUN | 30 | $101 |
 | CGC | 30 | $133 |
 | GEV | 29 | $7.32K |
 | SOLV | 27 | $1.83K |
 | AVGO | 24 | $4.10K |
 | MSI | 23 | $10.34K |
 | MMC | 16 | $3.57K |
 | TJX | 15 | $1.75K |
 | DIS | 13 | $1.22K |
 | ABNB | 10 | $1.26K |
 | DHI | 10 | $1.91K |
 | APD | 7 | $2.03K |
 | ASML | 7 | $5.83K |
 | KD | 7 | $160 |
 | GEHC | 6 | $546 |
 | MA | 6 | $2.97K |
International Business Machines Corporation
IBM
Shares Held
47
Value
$10.33K
The Southern Company
SO
Shares Held
47
Value
$4.30K
L3Harris Technologies, Inc.
LHX
Shares Held
35
Value
$8.56K
The Progressive Corporation
PGR
Shares Held
31
Value
$7.89K
Phunware, Inc.
PHUN
Shares Held
30
Value
$101
Canopy Growth Corporation
CGC
Shares Held
30
Value
$133
GE Vernova Inc.
GEV
Shares Held
29
Value
$7.32K
Solventum Corporation
SOLV
Shares Held
27
Value
$1.83K
Broadcom Inc.
AVGO
Shares Held
24
Value
$4.10K
Motorola Solutions, Inc.
MSI
Shares Held
23
Value
$10.34K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
16
Value
$3.57K
The TJX Companies, Inc.
TJX
Shares Held
15
Value
$1.75K
The Walt Disney Company
DIS
Shares Held
13
Value
$1.22K
Airbnb, Inc.
ABNB
Shares Held
10
Value
$1.26K
D.R. Horton, Inc.
DHI
Shares Held
10
Value
$1.91K
Air Products and Chemicals, Inc.
APD
Shares Held
7
Value
$2.03K
ASML Holding N.V.
ASML
Shares Held
7
Value
$5.83K
Kyndryl Holdings, Inc.
KD
Shares Held
7
Value
$160
GE HealthCare Technologies Inc.
GEHC
Shares Held
6
Value
$546
Mastercard Incorporated
MA
Shares Held
6
Value
$2.97K