Hapanowicz & Associates Financial Services, Inc Top Holdings and 13F Report (2025) About Hapanowicz & Associates Financial Services, IncInvestment ActivityHapanowicz & Associates Financial Services, Inc has $179.62 million in total holdings as of March 31, 2025.Hapanowicz & Associates Financial Services, Inc owns shares of 32 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 9.41% of the portfolio was sold this quarter.This quarter, Hapanowicz & Associates Financial Services, Inc has purchased 28 new stocks and bought additional shares in 17 stocks.Hapanowicz & Associates Financial Services, Inc sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Russell 1000 Value $48,242,052Vanguard Russell 1000 Growth ETF $47,827,376SPDR S&P 500 ETF Trust $30,564,015Vanguard Dividend Appreciation ETF $16,138,514Vanguard Mid-Cap Growth ETF $6,846,090 Largest New Holdings this Quarter 464287200 - iShares Core S&P 500 ETF $292,750 Holding67066G104 - NVIDIA $239,411 Holding500754106 - Kraft Heinz $221,316 Holding26884L109 - EQT $213,720 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 4,566 shares (about $2.55M)Vanguard Russell 1000 Value 15,288 shares (about $1.26M)Vanguard Russell 1000 Growth ETF 11,258 shares (about $1.04M)Vanguard Dividend Appreciation ETF 2,807 shares (about $544.53K)iShares Core S&P 500 ETF 521 shares (about $292.75K) Largest Sales this Quarter First Trust Small Cap Core AlphaDEX Fund 177,900 shares (about $16.03M)iShares Russell Mid-Cap Value ETF 2,671 shares (about $336.46K)Alphabet 1,742 shares (about $272.15K)Vanguard Total Stock Market ETF 578 shares (about $158.86K)Alphabet 671 shares (about $103.76K) 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 PortfolioSectorVONVVanguard Russell 1000 Value$48,242,052$1,261,862 ▲2.7%584,47326.9%ETFVONGVanguard Russell 1000 Growth ETF$47,827,376$1,044,627 ▲2.2%515,43826.6%ETFSPYSPDR S&P 500 ETF Trust$30,564,015$2,554,274 ▲9.1%54,63617.0%FinanceVIGVanguard Dividend Appreciation ETF$16,138,514$544,527 ▲3.5%83,1939.0%ETFVOTVanguard Mid-Cap Growth ETF$6,846,090$187,159 ▲2.8%27,9833.8%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$6,332,663$16,027,155 ▼-71.7%70,2923.5%ManufacturingVONEVanguard Russell 1000$4,368,928$74,639 ▲1.7%17,2092.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,977,220$129,863 ▲3.4%71,7272.2%ManufacturingIWSiShares Russell Mid-Cap Value ETF$3,187,999$336,461 ▼-9.5%25,3081.8%ETFIWRiShares Russell Mid-Cap ETF$1,996,370$114,090 ▲6.1%23,4651.1%ETFAVDXAvidXchange$1,669,8140.0%196,9120.9%Computer and TechnologyAAPLApple$786,787$124,393 ▲18.8%3,5420.4%Computer and TechnologyBRK.BBerkshire Hathaway$762,1220.0%1,4310.4%FinancePNCThe PNC Financial Services Group$596,742$77,691 ▲15.0%3,3950.3%FinanceGOOGLAlphabet$551,446$103,763 ▼-15.8%3,5660.3%Computer and TechnologyUPSUnited Parcel Service$545,9900.0%4,9640.3%TransportationLMTLockheed Martin$543,646$4,914 ▲0.9%1,2170.3%AerospaceMETAMeta Platforms$500,857$126,799 ▲33.9%8690.3%Computer and TechnologyMSFTMicrosoft$472,241$177,560 ▲60.3%1,2580.3%Computer and TechnologyAMZNAmazon.com$437,788$109,590 ▲33.4%2,3010.2%Retail/WholesaleGLDSPDR Gold Shares$434,228$3,170 ▲0.7%1,5070.2%FinanceTSLATesla$397,034$80,081 ▲25.3%1,5320.2%Auto/Tires/TrucksGOOGAlphabet$295,275$272,153 ▼-48.0%1,8900.2%Computer and TechnologyFDXFedEx$294,487$75,572 ▲34.5%1,2080.2%TransportationIVViShares Core S&P 500 ETF$292,750$292,750 ▲New Holding5210.2%ETFNVDANVIDIA$239,411$239,411 ▲New Holding2,2090.1%Computer and TechnologyMFCManulife Financial$238,3600.0%7,6520.1%FinanceVTIVanguard Total Stock Market ETF$233,889$158,858 ▼-40.4%8510.1%ETFKHCKraft Heinz$221,316$221,316 ▲New Holding7,2730.1%Consumer StaplesEQTEQT$213,720$213,720 ▲New Holding4,0000.1%EnergyJPMJPMorgan Chase & Co.$208,506$5,397 ▼-2.5%8500.1%FinanceVTVanguard Total World Stock ETF$202,7960.0%1,7490.1%ETFShowing 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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