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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 : 2023-12-31
  Total Value : $162,353,000
  Total Value Change : $21,620,000
  Securities Held Change : 2
   
All Securities Held : 31
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 9
  Decreased Positions : 6

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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (KHC)1 Year Chart         KHC Kraft Heinz Co 24 New $35.71 $259,000 6,994 0.16% 259,000 6,994 0.001    N/A
   (FDX)1 Year Chart         FDX Fedex Corp 29 New $262.06 $223,000 882 0.14% 223,000 882 0    AirDelivery & Freight...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 30 New $216.95 $216,000 1,131 0.13% 216,000 1,131 0    Closed - End Fund - E...

      3 Records Found
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