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Value $
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$389M
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Signature - Title
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Melissa Sotudeh - Chief Compliance Officer
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Location
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Ashburn, VA
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Summary
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This page shows a list of all the recent 13F filings made by Halpern Financial, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Halpern Financial, Inc. reported 229 stock holdings with total value $389M as of Q3 2024. Top holdings included IVE, IVV, USMV, SPDW, and IVW.