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  Name: Hapanowicz & Associates Financial Services Inc
  City: PITTSBURGH
  State: PA
  Zip: 15219
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $175,117,000
  Total Value Change : $12,764,000
  Securities Held Change : 0
   
All Securities Held : 31
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 10
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVDX)1 Year Chart         AVDX Avidxchange Holdings, Inc. 10 - $10.98 $2,589,000 196,912 1.48% 149,000 0 0.1    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 13 - $145.42 $738,000 4,964 0.42% -42,000 0 0.001    AirDelivery & Freight...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 15 - $179.54 $689,000 4,523 0.39% 52,000 0 0    Search Engines & Info...
   (PEP)1 Year Chart         PEP Pepsico Inc 16 - $181.08 $649,000 3,709 0.37% 19,000 0 0    Beverage Soft Drinks...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 18 - $414.37 $592,000 1,407 0.34% 90,000 0 0    Property & Casualty I...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 19 - $468.31 $549,000 1,206 0.31% 2,000 0 0    Aerospace/Defense - M...
   (COST)1 Year Chart         COST Costco Wholesale Corp 22 - $800.93 $293,000 400 0.17% 29,000 0 0    Discount, Variety Stores
   (HSY)1 Year Chart         HSY Hershey Foods Corp 25 - $207.35 $233,000 1,200 0.13% 9,000 0 0.001    Confectioners
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 26 - $224.23 $233,000 1,131 0.13% 17,000 0 0    Closed - End Fund - E...
   (PPG)1 Year Chart         PPG PPG Industries Inc 27 - $133.73 $232,000 1,600 0.13% -7,000 0 0.001    Conglomerates

      10 Records Found
  1    
Page 1 of 1
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