Hapanowicz & Associates Financial Services, Inc Top Holdings and 13F Report (2025) About Hapanowicz & Associates Financial Services, IncInvestment ActivityHapanowicz & Associates Financial Services, Inc has $199.08 million in total holdings as of December 31, 2024.Hapanowicz & Associates Financial Services, Inc owns shares of 28 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.92% of the portfolio was purchased this quarter.About 5.43% of the portfolio was sold this quarter.This quarter, Hapanowicz & Associates Financial Services, Inc has purchased 29 new stocks and bought additional shares in 8 stocks.Hapanowicz & Associates Financial Services, Inc sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $52,081,564Vanguard Russell 1000 Value $46,246,099SPDR S&P 500 ETF Trust $29,345,574First Trust Small Cap Core AlphaDEX Fund $25,082,322Vanguard Dividend Appreciation ETF $15,741,863 Largest New Holdings this Quarter JPMorgan Chase & Co. $209,027 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 10,759 shares (about $6.31M)Vanguard Russell 1000 Value 8,994 shares (about $730.76K)Vanguard Mid-Cap Growth ETF 842 shares (about $213.66K)JPMorgan Chase & Co. 872 shares (about $209.03K)Vanguard Total Stock Market ETF 576 shares (about $166.93K) Largest Sales this Quarter iShares Russell Mid-Cap Value ETF 74,629 shares (about $9.65M)Vanguard Russell 1000 Growth ETF 3,460 shares (about $357.42K)Vanguard Russell 1000 494 shares (about $131.77K)Vanguard Dividend Appreciation ETF 274 shares (about $53.66K)iShares Russell Mid-Cap ETF 583 shares (about $51.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHapanowicz & Associates Financial Services, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$52,081,564$357,416 ▼-0.7%504,18026.2%ETFVONVVanguard Russell 1000 Value$46,246,099$730,760 ▲1.6%569,18523.2%ETFSPYSPDR S&P 500 ETF Trust$29,345,574$6,305,753 ▲27.4%50,07014.7%FinanceFYXFirst Trust Small Cap Core AlphaDEX Fund$25,082,322$81,859 ▲0.3%248,19212.6%ManufacturingVIGVanguard Dividend Appreciation ETF$15,741,863$53,657 ▼-0.3%80,3867.9%ETFVOTVanguard Mid-Cap Growth ETF$6,906,790$213,664 ▲3.2%27,2183.5%ETFVONEVanguard Russell 1000$4,511,818$131,767 ▼-2.8%16,9152.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,619,066$27,488 ▼-0.8%69,3851.8%ManufacturingIWSiShares Russell Mid-Cap Value ETF$3,618,953$9,652,913 ▼-72.7%27,9791.8%ETFAVDXAvidXchange$2,036,0700.0%196,9121.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,955,854$51,540 ▼-2.6%22,1241.0%ETFGOOGLAlphabet$802,063$17,794 ▼-2.2%4,2370.4%Computer and TechnologyAAPLApple$746,754$45,076 ▲6.4%2,9820.4%Computer and TechnologyGOOGAlphabet$691,677$23,043 ▼-3.2%3,6320.3%Computer and TechnologyBRK.BBerkshire Hathaway$648,6440.0%1,4310.3%FinanceUPSUnited Parcel Service$625,9600.0%4,9640.3%TransportationLMTLockheed Martin$586,0440.0%1,2060.3%AerospacePNCThe PNC Financial Services Group$569,4870.0%2,9530.3%FinanceTSLATesla$493,8960.0%1,2230.2%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$414,140$166,931 ▲67.5%1,4290.2%ETFMETAMeta Platforms$379,995$5,855 ▲1.6%6490.2%Computer and TechnologyAMZNAmazon.com$378,4490.0%1,7250.2%Retail/WholesaleGLDSPDR Gold Shares$362,227$44,068 ▲13.9%1,4960.2%FinanceMSFTMicrosoft$330,8790.0%7850.2%Computer and TechnologyFDXFedEx$252,6350.0%8980.1%TransportationMFCManulife Financial$234,9930.0%7,6520.1%FinanceJPMJPMorgan Chase & Co.$209,027$209,027 ▲New Holding8720.1%FinanceVTVanguard Total World Stock ETF$205,4720.0%1,7490.1%ETFKHCKraft Heinz$0$249,317 ▼-100.0%00.0%Consumer StaplesAMDAdvanced Micro Devices$0$247,760 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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