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Name: |
Hapanowicz & Associates Financial Services Inc |
City: |
PITTSBURGH |
State: |
PA |
Zip: |
15219 |
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Holdings
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10 |
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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 |
Avidxchange Holdings, Inc. |
10 |
- |
$10.98 |
$2,589,000 |
196,912 |
1.48% |
149,000 |
0 |
0.1 |
N/A |
|
UPS |
United Parcel Service Inc |
13 |
- |
$145.42 |
$738,000 |
4,964 |
0.42% |
-42,000 |
0 |
0.001 |
AirDelivery & Freight... |
|
GOOG |
Alphabet Inc |
15 |
- |
$179.54 |
$689,000 |
4,523 |
0.39% |
52,000 |
0 |
0 |
Search Engines & Info... |
|
PEP |
Pepsico Inc |
16 |
- |
$181.08 |
$649,000 |
3,709 |
0.37% |
19,000 |
0 |
0 |
Beverage Soft Drinks... |
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BRK.B |
Berkshire Hathaway B |
18 |
- |
$414.37 |
$592,000 |
1,407 |
0.34% |
90,000 |
0 |
0 |
Property & Casualty I... |
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LMT |
Lockheed Martin Corp |
19 |
- |
$468.31 |
$549,000 |
1,206 |
0.31% |
2,000 |
0 |
0 |
Aerospace/Defense - M... |
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COST |
Costco Wholesale Corp |
22 |
- |
$800.93 |
$293,000 |
400 |
0.17% |
29,000 |
0 |
0 |
Discount, Variety Stores |
|
HSY |
Hershey Foods Corp |
25 |
- |
$207.35 |
$233,000 |
1,200 |
0.13% |
9,000 |
0 |
0.001 |
Confectioners |
|
GLD |
streetTRACKS Gold Trust |
26 |
- |
$224.23 |
$233,000 |
1,131 |
0.13% |
17,000 |
0 |
0 |
Closed - End Fund - E... |
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PPG |
PPG Industries Inc |
27 |
- |
$133.73 |
$232,000 |
1,600 |
0.13% |
-7,000 |
0 |
0.001 |
Conglomerates |
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