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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Halpern Financial, Inc.

Quarter ended Q3 2023 · Filed September 21, 2023 · Accession 0001994335-23-000007

Total Value
$212.4M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES MSCI USA MIN VOL FACTOR ETF46429B697577,289$42.5M20.01%
2ISHARES S&P 500 VALUE ETF464287408180,842$26.7M12.57%
3FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808173,678$20.5M9.63%
4ISHARES S&P 500 GROWTH ETF464287309237,196$17.3M8.12%
5FIDELITY VALUE FACTOR ETF316092782341,622$16.4M7.73%
6ISHARES S&P 500 INDEX46428720034,939$15.0M7.07%
7FIDELITY MSCI HEALTH CARE INDEX ETF316092600197,226$12.6M5.92%
8ISHARES CORE MSCI EAFE ETF46432F842146,010$10.9M5.15%
9ISHARES S&P SMALLCAP 600 ETF46428780477,263$8.7M4.11%
10ISHARES CORE S&P MID CAP ETF46428750727,426$7.4M3.47%
11ISHARES RUSSELL 1000 GROWTH ETF46428761415,168$4.1M1.94%
12ISHARES CORE MSCI EMERGING MKTS46434G10361,013$4.1M1.92%
13EXXON MOBIL CORP COMXOM64,347$4.1M1.91%
14SPDR S&P 500 ETF TRUSTSPY7,846$3.4M1.58%
1522ND CENTY GROUP INCCOM90137F202682,835$3.2M1.49%
16ISHARES TR RUSSELL MIDCAP INDEX FD46428749919,166$1.5M0.72%
17NASDAQ STK MKT INCNDAQ7,400$1.3M0.61%
18SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88920,867$767,6940.36%
19ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878875,585$740,7780.35%
20ISHARES RUSSELL 1000 VALUE ETF4642875984,524$717,6760.34%
21VANGUARD S&P 500 ETF9229083631,797$706,9890.33%
22CROWDSTRIKE HLDGS INC CL ACRWD2,485$624,5050.29%
23JOHN MARSHALL BANCORP INC COMJMSB29,730$521,7620.25%
24ISHARES RUSSELL 2000 VALUE ETF4642876302,599$430,8970.20%
25AMAZON.COM INCAMZN118$405,9390.19%
26VANGUARD S&P 500 GROWTH ETF9219325051,502$394,0320.19%
27VANGUARD RUSSELL 1000 VALUE ETF92206C7144,002$278,5270.13%
28AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086075,677$270,6230.13%
29INTL BUSINESS MACHINESINTR1,681$246,4180.12%
30FORTINET INC COMFTNT976$232,4730.11%
31ISHARES RUSSELL MID-CAP GROWTH ETF4642874811,907$215,9020.10%
32MGM RESORTS INTERNATIONAL COMMGM5,000$213,2500.10%
33VANGUARD S&P MID-CAP 400 VALUE ETF9219328441,254$202,9870.10%
34FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302811$198,5810.09%
35VANGUARD S&P MID-CAP 400 GROWTH ETF921932869850$170,5770.08%
36TREX CO INC COMTREX1,600$163,5360.08%
37VANGUARD GROWTH ETF922908736524$150,2880.07%
38FIRST TRUST HEALTH CARE ALPHADEX FUND33734X1431,276$149,4360.07%
39ISHARES RUSSELL MIDCAP VALUE INDEX4642874731,284$147,5770.07%
40VANGUARD LARGE-CAP ETF922908637730$146,5480.07%
41SPDR S&P MIDCAP 400 ETF TRUSTMDY296$145,3390.07%
42CAESARS ENTERTAINMENT INC NEW COM12769G1001,400$145,2500.07%
43BLACK STONE MINERALS L P COM UNITBSMLP13,500$145,1250.07%
44STARBUCKS CORPSBUX1,183$132,2710.06%
45MICROSOFTMSFT488$132,1990.06%
46COCA COLA CO COMKO2,441$132,0940.06%
47ASTRAZENECA PLC- SPONS ADRAZN2,077$124,4120.06%
48TRUIST FINL CORP COM89832Q1092,067$114,7190.05%
49TILRAY BRANDS INC COMTLRY5,866$106,0570.05%
50INVESCO S&P 100 EQUAL WEIGHT ETFIVZ1,275$102,7410.05%
51TEXAS PACIFIC LAND CORPORATION COMTPL64$102,3830.05%
52APPLE INCAAPL719$98,4740.05%
53VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208051,825$95,6480.05%
54ISHARES MSCI EAFE ETF4642874651,165$91,8950.04%
55SANDY SPRING BANCORP INC COM8003631032,000$88,2600.04%
56VANGUARD INFORMATION TECHNOLOGY ETF92204A702216$86,1340.04%
57PROCTER AND GAMBLE CO COM742718109602$81,2280.04%
58CISCO SYS INCCSCO1,340$71,0200.03%
59DISCOVERY HLDG CO WBD2,280$69,9500.03%
60VANGUARD DIVIDEND APPRECIATION ETF921908844446$69,0360.03%
61FIRST TRUST LARGE CAP VALUE ALPHADEX FUND33735J1011,040$68,2760.03%
62ENTERGY CORP NEW COMENO669$66,6990.03%
63VANGUARD HEALTH CARE ETF92204A504262$64,7480.03%
64JOHNSON & JOHNSON COMJNJ383$63,0950.03%
65ROBLOX CORP CL ARBLX625$56,2380.03%
66UTILITIES SELECT SECTOR SPDR FUND81369Y886882$55,7690.03%
67WALMART INC COMWMT355$50,0620.02%
68POWERSHARES QQQ TRIVZ141$49,8900.02%
69VANGUARD RUSSELL 1000 GROWTH ETF92206C680672$46,9190.02%
70ESSENTIAL UTILS INC COM29670G102970$44,3290.02%
71VANGUARD MID CAP 922908629180$42,7230.02%
72BRISTOL-MYERS SQUIBB CO COMCELG-RI621$41,4950.02%
73TWILIO INC CL ATWLO100$39,4160.02%
74COINBASE GLOBAL INC COM CL ACOIN150$37,9950.02%
75VANGUARD S&P MID-CAP 400 ETF921932885208$37,8540.02%
76ALTRIA GROUP INC COMMO792$37,7630.02%
77GENERAL ELECTRIC CO COM NEW3696043012,562$34,4850.02%
78FIRST TRUST WATER ETF33733B100410$34,2560.02%
79BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A120$33,3500.02%
80VALE S A SPONSORED ADSVALE1,458$33,2570.02%
81FIRST TRUST US EQUITY OPPORTUNITIES ETF336920103260$33,1420.02%
82NATIONAL GRID PLC SPONSORED ADR NENMPWP517$33,0570.02%
83VANGUARD RUSSELL 2000 ETF92206C664343$31,7520.01%
84US VEGAN CLIMATE ETF26922A297805$31,7170.01%
85HEALTH CARE SELECT SECTOR SPDR FUND81369Y209247$31,1100.01%
86ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689400$30,2160.01%
87ISHARES MSCI PACIFIC EX-JAPAN ETF464286665569$29,4230.01%
88VANGUARD SMALL CAP ETF922908751130$29,2860.01%
89UNITEDHEALTH GROUPUNH73$29,2320.01%
90COUSINS PPTYS INC COM NEW222795502760$27,9530.01%
91COMCAST CORP NEW CL ACCZ444$25,3170.01%
92ALPHABET INC CAP STK CL CGOOG10$25,0630.01%
93PELOTON INTERACTIVE INC CL A COMPTON200$24,8040.01%
94VANGUARD FTSE ALL-WORLD EX-US922042775348$22,0600.01%
953M CO COMMMM111$22,0480.01%
96NIO INC SPON ADSNIOIF400$21,2800.01%
97ZETA GLOBAL HOLDINGS CORP CL AZETA2,500$21,0000.01%
98FORD MOTOR COMPANY3453708601,398$20,7740.01%
99DISNEY WALT CO COM254687106116$20,3890.01%
100FINANCIAL SELECT SECTOR SPDR FUND81369Y605551$20,2160.01%
101ABBVIE INC COMABBV176$19,8250.01%
102ABBOTT LABS COMABLZF171$19,8240.01%
103PRUDENTIAL FINL INCPUKPF192$19,6740.01%
104JPMORGAN CHASE & CO COMVYLD125$19,4430.01%
105BHP GROUP LTD SPONSORED ADSBHPLF265$19,3000.01%
106AT&T INC COMT-PC667$19,1960.01%
107CABLE ONE INC COMCABO10$19,1280.01%
108CVS HEALTH CORP COMCVS229$19,1080.01%
109OCCIDENTAL PETE CORP COM674599105610$19,0750.01%
110PRINCIPAL FINANCIAL GROUP INC COMPFG296$18,7040.01%
111DUKE ENERGY CORP NEW COM NEWDUKB182$17,9670.01%
112BANK AMERICA CORP COM060505104427$17,6050.01%
113ISHARES MSCI JAPAN ETF46434G822260$17,5600.01%
114VANGUARD SMALL-CAP GROWTH ETF92290859560$17,3870.01%
115MAGNITE INC COMMGNI512$17,3260.01%
116UNITED PARCEL SERVICE INCUPS82$17,0540.01%
117VANGUARD CONSUMER STAPLES ETF92204A20792$16,7910.01%
118WELLS FARGO CO NEW COM949746101368$16,6670.01%
119XPENG INC ADSXPNGF360$15,9910.01%
120TEXAS INSTRS INC COM88250810483$15,9610.01%
121ISHARES U.S. ENERGY ETF464287796545$15,8540.01%
122VANGUARD INDUSTRIALS ETF92204A60380$15,7160.01%
123US BANCORP DEL COM NEWUSB-PS274$15,6100.01%
124RIO TINTO PLC SPONSORED ADRRTNTF186$15,6040.01%
125QUALCOMM INC COMQCOM109$15,5790.01%
126PFIZER INC COMPFE389$15,2330.01%
127VANGUARD VALUE ETF922908744108$14,8460.01%
128VANGUARD FINANCIALS ETF92204A405158$14,2910.01%
129CANADIAN PACIFIC KANSAS CITY COMCP185$14,2280.01%
130AMGEN INCAMGN56$13,6500.01%
131SHELL PLC SPON ADSRYDAF336$13,5740.01%
132THERMO FISHER SCIENTIFIC INC COMTMO26$13,1160.01%
133L3HARRIS TECHNOLOGIES INC COMLHX61$13,1150.01%
134ISHARES NASDAQ BIOTECHNOLOGY46428755679$12,9280.01%
135G III APPAREL GROUP LTD COMGIII380$12,4870.01%
136GOOGLE INCGOOG5$12,2090.01%
137ISHARES U.S. TECHNOLOGY ETF464287721120$11,9280.01%
138MICROCHIP TECHNOLOGY INC. COMMCHPP79$11,8290.01%
139MEDTRONIC PLC SHSMDT95$11,7920.01%
140PNC FINL SVCS GROUP INC COM69347510560$11,4460.01%
141TELEFLEX INCORPORATED COMTFX28$11,2500.01%
142XENIA HOTELS & RESORTS INC COMXHR600$11,2380.01%
143LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB234$10,8550.01%
144AFLAC INC COMAFL200$10,7320.01%
145HOWARD HUGHES HOLDINGS INC COMHHH110$10,7210.01%
146CHEVRON CORP NEW COMCVX100$10,4740.00%
147LIBERTY BROADBAND CORP COM SER CLBRDP59$10,2460.00%
148VANGUARD FTSE EMERGING MARKETS ETF922042858167$9,0700.00%
149VANGUARD UTILITIES ETF92204A87665$9,0190.00%
150SHERWIN WILLIAMS CO COMSHW33$8,9910.00%
151ROSS STORES INC COMROST71$8,8040.00%
152GSK PLC SPONSORED ADRGLAXF214$8,5210.00%
153STERIS PLC SHS USDSTE41$8,4580.00%
154COPART INC COMCPRT64$8,4370.00%
155WATSCO INC COMWSO-B28$8,0260.00%
156MERCK & CO INCMRK100$7,7770.00%
157LOWES COS INC COM54866110739$7,5650.00%
158DANAHER CORP 23585110228$7,5140.00%
159DIAGEO PLC SPON ADR NEWDGEAF39$7,4760.00%
160PEPSICO INC COMPEP50$7,4090.00%
161COLGATE PALMOLIVE CO COMCL90$7,3220.00%
162AMERICAN TOWER CORP03027X10027$7,2940.00%
163VIVOPOWER INTERNATIONAL PLC SHSVIVO1,000$7,2900.00%
164CANOPY GROWTH CORP COMCGC300$7,2540.00%
165AMARIN CORP PLC SPONS ADR NEWAMRN1,592$6,9730.00%
166INNOVATIVE INDL PPTYS INC COMINHD36$6,8770.00%
167VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87071$6,7500.00%
168SCOTTS MIRACLE-GRO CO CL ASMG35$6,7170.00%
169SAP SE SPON ADRSAPGF46$6,4610.00%
170EQUINOR ASA SPONSORED ADRSTOHF300$6,3600.00%
171EVOLUS INC COMEOLS500$6,3250.00%
172TECK RESOURCES LTD CL BTCKRF267$6,1520.00%
173MORGAN STANLEY COM NEWMS-PQ67$6,1430.00%
174AMETEK INC COMAME46$6,1410.00%
175HESS CORP COMHESM69$6,0250.00%
176ISHARES MSCI EMERGING MARKETS ETF464287234106$5,8500.00%
177STATE STR CORP COMSTT-PG70$5,7600.00%
178ZSCALER INC COMZS26$5,6180.00%
179BRITISH AMERN TOB PLC SPONSORED ADR110448107134$5,2680.00%
180SCHWAB U.S. SMALL-CAP ETF80852460748$5,0010.00%
181SYSCO CORP COMSYY64$4,9760.00%
182AUTODESK INC COMADSK17$4,9620.00%
183CHUBB LIMITED COMCB30$4,7680.00%
184HUNT J B TRANS SVCS INC COM44565810729$4,7260.00%
185NORTHERN TR CORP COMNTRSO40$4,6250.00%
186ICAHN ENTERPRISES LP DEPOSITARY UNITIEP82$4,5090.00%
187DUPONT DE NEMOURS INC COMDD58$4,4900.00%
188TREEHOUSE FOODS INC COM89469A104100$4,4520.00%
189WHIRLPOOL CORP COMWHR-PA20$4,3600.00%
190GENERAL DYNAMICS CORP COMGD23$4,3300.00%
191APA CORPORATION COMAPA200$4,3260.00%
192LIBERTY MEDIA CORP DEL COM LBTY SRM S AFWONB91$4,2390.00%
193INTERPUBLIC GROUP COS INC COMINTR130$4,2240.00%
194SANOFI SPONSORED ADRSNYNF79$4,1600.00%
195SCHLUMBERGER LTD COM STKSLB127$4,0650.00%
196IQIYI INC SPONSORED ADSIQ250$3,8950.00%
197TRAVELERS COMPANIES INC COMTRV26$3,8920.00%
198APPLIED MATLS INC COM03822210527$3,8450.00%
199MCKESSON CORP COMMCK20$3,8250.00%
200KINROSS GOLD CORP COMKGCRF600$3,8100.00%
201MASTERCARD INCORPORATED CL AMA10$3,6510.00%
202ACTIVISION INC00507V10938$3,6270.00%
203DISCOVER FINL SVCS COM25470910830$3,5490.00%
204GENPACT LIMITED SHSG74$3,3620.00%
205DNP SELECT INCOME FD INC COM23325P104315$3,2920.00%
206RTX CORPORATION COMRTX37$3,1560.00%
207BORG WARNER AUTOMOTIVE INCBWA64$3,1070.00%
208CENCORA INC COMCOR27$3,0910.00%
209DONALDSON INC COMDCI48$3,0490.00%
210TOTALENERGIES SE SPONSORED ADSTTE66$2,9870.00%
211UNILEVER PLC SPON ADR NEWUNLYF50$2,9250.00%
212ZOOM VIDEO COMMUNICATIONS INC CL AZM6$2,3220.00%
213ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U85355$2,2950.00%
214UNION PAC CORP COMUNP10$2,1990.00%
215BOOZ ALLEN HAMILTON HLDG CORP CL ABAH25$2,1300.00%
216FEDEX CORP COMFDX7$2,0880.00%
217TESLA MOTORS INC TSLA3$2,0390.00%
218FIRST TRUST CLOUD COMPUTING ETF33734X19219$2,0130.00%
219INGERSOLL RAND INC COMIR41$2,0010.00%
220CARDINAL HEALTH INC COMCAH35$1,9980.00%
221JOHNSON CTLS INCG5150210529$1,9900.00%
222DATADOG INC CL A COMDDOG19$1,9780.00%
223HORMEL FOODS CORP COMHRL40$1,9100.00%
224HEALTHCARE SVCS GROUP INC COM42190610860$1,8940.00%
225NEXTERA ENERGY INC COMNEE-PW24$1,7590.00%
226VISA INC COM CL AV7$1,6370.00%
227AIRBNB INC COM CL AABNB10$1,5310.00%
228M & T BK CORP COM55261F10410$1,4530.00%
229CASTLIGHT HEALTH INC CL B14862Q100500$1,3150.00%
230PACER DATA & INFRASTRUCTURE REAL ESTATE ETF69374H74131$1,2510.00%
231FIDELITY MSCI FINANCIALS INDEX ETF31609250117$8900.00%
232UNDER ARMOUR INC CL CUA40$7430.00%
233DISCOVERY COMMUNICATIONS INC NEW COM SER C25470F30225$7250.00%
234TARGET CORP COMTGT2$5830.00%
235HP INC COMHPQ16$4830.00%
236UNITED STATES STL CORP NEW COMUNTCW20$4800.00%
237COSTCO WHOLESALE CORP22160K1051$4660.00%
238ORGANON & CO COMMON STOCKOGN10$3030.00%
239SNAP INC CL ASNAP4$2730.00%
240WABTEC COM9297401083$2470.00%
241UNDER ARMOUR INC CL AUA10$2120.00%
242VERIZON COMMUNICATIONSVZ3$1890.00%
243NIKE INC CLASS BNKE1$1570.00%
244SAVARA INC COMSVRA2$30.00%
245EVERGY INC COMEVRG0$00.00%
246CONSOLIDATED EDISON INC COMED0$00.00%