Chief Compliance Officer

0001994335-23-000003.txt : 20230921 0001994335-23-000003.hdr.sgml : 20230921 20230921131929 ACCESSION NUMBER: 0001994335-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20230921 DATE AS OF CHANGE: 20230921 EFFECTIVENESS DATE: 20230921 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Halpern Financial, Inc. CENTRAL INDEX KEY: 0001994335 IRS NUMBER: 522108913 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23388 FILM NUMBER: 231268643 BUSINESS ADDRESS: STREET 1: 20365 EXCHANGE STREET, SUITE 200 CITY: ASHBURN STATE: VA ZIP: 20147 BUSINESS PHONE: 240-268-1000 MAIL ADDRESS: STREET 1: 20365 EXCHANGE STREET, SUITE 200 CITY: ASHBURN STATE: VA ZIP: 20147 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001994335 XXXXXXXX 06-30-2020 06-30-2020 Halpern Financial, Inc.

20365 EXCHANGE STREET, SUITE 200 ASHBURN VA 20147

13F HOLDINGS REPORT 028-23388 000108822 801-57444 N Melissa Sotudeh Chief Compliance Officer 240-268-1000 Melissa Sotudeh Ashburn VA 09-21-2023 0 176 150843346 false INFORMATION TABLE 2 2q20halpern.xml 3M CO COM Stock 88579Y101 17315 111 SH SOLE 0 0 111 ABBOTT LABS COM Stock 002824100 16549 181 SH SOLE 0 0 181 ABBVIE INC COM Stock 00287Y109 4909 50 SH SOLE 0 0 50 AFLAC INC COM Stock 001055102 7206 200 SH SOLE 0 0 200 AGNICO EAGLE MINES LTD COM Stock 008474108 9609 150 SH SOLE 0 0 150 ALTRIA GROUP INC COM Stock 02209S103 19625 500 SH SOLE 0 0 500 AMARIN CORP PLC SPONS ADR NEW ADR 023111206 5135 742 SH SOLE 0 0 742 AMAZON.COM INC Stock 023135106 331058 120 SH SOLE 0 0 120 AMGEN INC Stock 031162100 23822 101 SH SOLE 0 0 101 AMPHENOL CORP NEW CL A Stock 032095101 1820 19 SH SOLE 0 0 19 ANALOG DEVICES INC COM Stock 032654105 4292 35 SH SOLE 0 0 35 AON PLC SHS CL A Stock G0403H108 10208 53 SH SOLE 0 0 53 APA CORPORATION COM Stock 03743Q108 2700 200 SH SOLE 0 0 200 APPLE INC Stock 037833100 48883 134 SH SOLE 0 0 134 ASTRAZENECA PLC- SPONS ADR ADR 046353108 123710 2339 SH SOLE 0 0 2339 AT&T INC COM Stock 00206R102 23489 777 SH SOLE 0 0 777 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 6104 41 SH SOLE 0 0 41 AVAGO TECHNOLOGIES LTD Stock 11135F101 1894 6 SH SOLE 0 0 6 BANK AMERICA CORP COM Stock 060505104 546 23 SH SOLE 0 0 23 BARRICK GOLD CORP COM Stock 067901108 21821 810 SH SOLE 0 0 810 BECTON DICKINSON & CO COM Stock 075887109 38283 160 SH SOLE 0 0 160 BHP GROUP LTD SPONSORED ADS ADR 088606108 10095 203 SH SOLE 0 0 203 BIOCRYST PHARMACEUTICALS INC COM Stock 09058V103 10483 2200 SH SOLE 0 0 2200 BLACK STONE MINERALS L P COM UNIT Stock 09225M101 108544 16699 SH SOLE 0 0 16699 BOEING CO COM Stock 097023105 21996 120 SH SOLE 0 0 120 BOX INC CL A Stock 10316T104 934 45 SH SOLE 0 0 45 BROOKFIELD CORP CL A LTD VT SH Stock 11271J107 12436 378 SH SOLE 0 0 378 CABLE ONE INC COM Stock 12685J105 26623 15 SH SOLE 0 0 15 CANADIAN NATL RY CO COM Stock 136375102 5403 61 SH SOLE 0 0 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