Stock Taper 
HALPERN FINANCIAL, INC.
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 81 | $46.4K |
 CVS Health Corp. | CVS | 83 | $5.17K |
 Union Pacific Corporation | UNP | 83 | $20.2K |
 Medtronic plc | MDT | 95 | $8.47K |
 CAVA Group, Inc. | CAVA | 100 | $12.29K |
 Coinbase Global, Inc. | COIN | 100 | $16.45K |
 UnitedHealth Group Incorporated | UNH | 106 | $62.78K |
 GE Aerospace | GE | 119 | $22.19K |
 RELX Plc | RELX | 119 | $5.63K |
 Duke Energy Corporation | DUK | 123 | $14.35K |
 PepsiCo, Inc. | PEP | 127 | $21.53K |
 Adobe Inc. | ADBE | 137 | $69.3K |
 The Clorox Company | CLX | 150 | $24.7K |
 Visa Inc. | V | 150 | $41.55K |
 Microchip Technology Incorporated | MCHP | 158 | $12.36K |
 AbbVie Inc. | ABBV | 162 | $31.89K |
 3M Company | MMM | 176 | $23.84K |
 Canadian Pacific Kansas City Ltd. | CP | 185 | $15.44K |
 Rio Tinto Group | RIO | 186 | $13.17K |
 Prudential Financial, Inc. | PRU | 192 | $22.84K |