PEOPLES FINANCIAL SERVICES CORP. Diversified Active

CIK: 0001056943 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 15, 2021

Total Value ($000): $236,871 (100.0% shares, 0.0% debt)

Holdings (286)

V VISA CLASS A 7.3%
Value ($000) $17,275 Shares 77,553 Est. Cost $59.42 Unrealized +282.0%
PFIS PEOPLES FINL SVCS CORP 6.8%
Value ($000) $16,084 Shares 353,024 Est. Cost $32.47 Unrealized +15.0%
AAPL APPLE COMPUTER INC COM 4.2%
Value ($000) $9,975 Shares 70,493 Est. Cost $85.31 Unrealized +68.7%
MSFT MICROSOFT CORP 4.1%
Value ($000) $9,622 Shares 34,133 Est. Cost $34.06 Unrealized +724.2%
PG PROCTER & GAMBLE CO COM 2.6%
Value ($000) $6,277 Shares 44,898 Est. Cost $58.90 Unrealized +116.1%
AMZN AMAZON COM INC COM 2.5%
Value ($000) $5,831 Shares 1,775 Est. Cost $64.59 Unrealized +167.1%
MCD MCDONALDS CORP COM 2.2%
Value ($000) $5,270 Shares 21,856 Est. Cost $89.71 Unrealized +140.6%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $5,242 Shares 15,080 Est. Cost $96.93 Unrealized +266.0%
PEP PEPSICO INC COM 2.1%
Value ($000) $5,024 Shares 33,405 Est. Cost $59.77 Unrealized +125.9%
PFE PFIZER INC COM 1.8%
Value ($000) $4,374 Shares 101,713 Est. Cost $18.22 Unrealized +95.8%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $4,315 Shares 26,718 Est. Cost $75.81 Unrealized +98.2%
LLY LILLY ELI & CO COM 1.6%
Value ($000) $3,891 Shares 16,841 Est. Cost $56.98 Unrealized +315.3%
MCHP MICROCHIP TECHNOLOGY INC COM 1.6%
Value ($000) $3,805 Shares 24,788 Est. Cost $18.95 Unrealized +260.3%
GOOG ALPHABET INC CAP STK CL C 1.5%
Value ($000) $3,625 Shares 1,360 Est. Cost $37.06 Unrealized +269.2%
JPM J P MORGAN CHASE & CO COM 1.4%
Value ($000) $3,201 Shares 19,552 Est. Cost $55.55 Unrealized +152.5%
ABBV ABBVIE INC 1.3%
Value ($000) $3,193 Shares 29,601 Est. Cost $44.61 Unrealized +117.9%
VZ VERIZON COMMUNICATIONS COM 1.3%
Value ($000) $3,081 Shares 57,055 Est. Cost $26.91 Unrealized +57.3%
FAST FASTENAL CO COM 1.3%
Value ($000) $3,037 Shares 58,845 Est. Cost $11.28 Unrealized +116.4%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $2,908 Shares 49,448 Est. Cost $55.57 Unrealized -12.8%
AXP AMERICAN EXPRESS CO COM 1.2%
Value ($000) $2,746 Shares 16,394 Est. Cost $66.79 Unrealized +137.0%
MMM 3M CO 1.1%
Value ($000) $2,712 Shares 15,462 Est. Cost $95.32 Unrealized +44.1%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,633 Shares 33,542 Est. Cost $53.21 Unrealized +35.0%
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value ($000) $2,552 Shares 43,129 Est. Cost $39.03 Unrealized +40.5%
ABT ABBOTT LABS COM 1.1%
Value ($000) $2,546 Shares 21,554 Est. Cost $35.53 Unrealized +219.4%
APD AIR PRODUCT AND CHEMICALS INC 1.0%
Value ($000) $2,421 Shares 9,452 Est. Cost $104.62 Unrealized +136.1%
BRK/B BERKSHIRE HATHAWAY B NEW 1.0%
Value ($000) $2,389 Shares 8,750 Est. Cost $168.09 Unrealized +67.1%
PYPL PAYPAL HLDGS INC COM 1.0%
Value ($000) $2,257 Shares 8,675 Est. Cost $122.36 Unrealized +131.3%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $2,175 Shares 28,955 Est. Cost $42.80 Unrealized +54.5%
EMR EMERSON ELEC CO COM 0.9%
Value ($000) $2,165 Shares 22,985 Est. Cost $48.08 Unrealized +89.7%
CSCO CISCO SYS INC COM 0.9%
Value ($000) $2,163 Shares 39,733 Est. Cost $17.80 Unrealized +176.5%
SBUX STARBUCKS CORP COM 0.9%
Value ($000) $2,039 Shares 18,479 Est. Cost $38.62 Unrealized +173.7%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $2,016 Shares 754 Est. Cost $60.97 Unrealized +121.5%
CVX CHEVRONTEXACO CORP COM 0.8%
Value ($000) $2,004 Shares 19,759 Est. Cost $71.45 Unrealized +16.6%
PNC PNC FINL SVCS GROUP INC COM 0.8%
Value ($000) $1,989 Shares 10,167 Est. Cost $53.48 Unrealized +200.6%
D DOMINION RES INC VA NEW COM 0.8%
Value ($000) $1,976 Shares 27,057 Est. Cost $43.15 Unrealized +44.7%
T AT&T INC COM 0.8%
Value ($000) $1,959 Shares 72,523 Est. Cost $12.08 Unrealized +33.0%
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.8%
Value ($000) $1,933 Shares 10,604 Est. Cost $156.48 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.8%
Value ($000) $1,872 Shares 11,066 Est. Cost $93.25 Unrealized +86.7%
BA BOEING CO COM 0.8%
Value ($000) $1,821 Shares 8,280 Est. Cost $208.21 Unrealized +7.1%
ENB ENBRIDGE INC 0.8%
Value ($000) $1,807 Shares 45,418 Est. Cost $24.01 Unrealized +23.7%
ORCL ORACLE CORP COM 0.8%
Value ($000) $1,784 Shares 20,473 Est. Cost $33.00 Unrealized +152.5%
KO COCA COLA CO COM 0.7%
Value ($000) $1,768 Shares 33,681 Est. Cost $27.24 Unrealized +79.1%
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,691 Shares 8,628 Est. Cost $67.81 Unrealized +187.9%
PPL PPL CORP, COM 0.7%
Value ($000) $1,672 Shares 59,964 Est. Cost $17.60 Unrealized +39.7%
SO SOUTHERN CO COM 0.7%
Value ($000) $1,617 Shares 26,082 Est. Cost $27.20 Unrealized +101.1%
AWK AMERICAN WATER WORKS 0.7%
Value ($000) $1,595 Shares 9,440 Est. Cost $39.41 Unrealized +305.8%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $1,532 Shares 12,855 Est. Cost $37.40 Unrealized +217.6%
AVGO BROADCOM INC NPV 0.6%
Value ($000) $1,505 Shares 3,102 Est. Cost $21.29 Unrealized +108.9%
HD HOME DEPOT INC COM 0.6%
Value ($000) $1,482 Shares 4,515 Est. Cost $196.61 Unrealized +49.8%
INTC INTEL CORP COM 0.6%
Value ($000) $1,481 Shares 27,791 Est. Cost $21.96 Unrealized +126.8%
NBTB NBT BANCORP INC COM 0.6%
Value ($000) $1,444 Shares 40,000 Est. Cost $31.65 Unrealized +10.9%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $1,427 Shares 8,523 Est. Cost $68.33 Unrealized +127.3%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $1,387 Shares 10,750 Est. Cost $59.91 Unrealized +115.0%
NKE NIKE INC CL B 0.6%
Value ($000) $1,384 Shares 9,529 Est. Cost $88.01 Unrealized +73.3%
GIS GENERAL MLS INC COM 0.6%
Value ($000) $1,373 Shares 22,959 Est. Cost $36.92 Unrealized +38.1%
DUK DUKE ENERGY HLDG CORP 0.5%
Value ($000) $1,257 Shares 12,885 Est. Cost $50.39 Unrealized +73.2%
ADP AUTOMATIC DATA PROCESSING INCOM 0.5%
Value ($000) $1,228 Shares 6,140 Est. Cost $68.93 Unrealized +172.3%
USB US BANCORP DEL 0.5%
Value ($000) $1,226 Shares 20,637 Est. Cost $26.43 Unrealized +76.6%
META FACEBOOK INC 0.5%
Value ($000) $1,204 Shares 3,549 Est. Cost $322.69 Unrealized +10.8%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,194 Shares 20,524 Est. Cost $28.78 Unrealized +92.6%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,163 Shares 3,075 Est. Cost $345.15 Unrealized +1.4%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $1,112 Shares 3,223 Est. Cost $297.54 Unrealized +7.8%
VNQ VANGUARD REAL ESTATE 0.5%
Value ($000) $1,100 Shares 10,801 Est. Cost $86.46 Unrealized
AMGN AMGEN INC COM 0.5%
Value ($000) $1,079 Shares 5,071 Est. Cost $113.53 Unrealized +76.4%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.4%
Value ($000) $1,047 Shares 7,540 Est. Cost $105.74 Unrealized +6.0%
WMT WAL MART STORES INC COM 0.4%
Value ($000) $1,040 Shares 7,464 Est. Cost $26.87 Unrealized +69.2%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $1,020 Shares 21,991 Est. Cost $38.92 Unrealized +6.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $997 Shares 11,603 Est. Cost $54.61 Unrealized +41.7%
ECL ECOLAB INC 0.4%
Value ($000) $956 Shares 4,580 Est. Cost $179.83 Unrealized +16.0%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $907 Shares 3,790 Est. Cost $67.65 Unrealized +245.1%
XYL XYLEM INC 0.4%
Value ($000) $872 Shares 7,055 Est. Cost $39.63 Unrealized +208.3%
CMCSA COMCAST CORP 0.4%
Value ($000) $863 Shares 15,424 Est. Cost $34.85 Unrealized +47.5%
GE GENERAL ELEC CO COM 0.4%
Value ($000) $832 Shares 8,076 Est. Cost $62.95 Unrealized 0.0%
FDX FEDEX CORPORATION 0.3%
Value ($000) $823 Shares 3,750 Est. Cost $162.26 Unrealized +52.8%
VOD VODAFONE GROUP PLC 0.3%
Value ($000) $813 Shares 52,612 Est. Cost $21.90 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $802 Shares 8,457 Est. Cost $52.60 Unrealized +54.1%
BAX BAXTER INTL INC COM 0.3%
Value ($000) $779 Shares 9,680 Est. Cost $30.81 Unrealized +132.2%
DE DEERE & CO COM 0.3%
Value ($000) $740 Shares 2,210 Est. Cost $71.86 Unrealized +372.2%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $728 Shares 3,431 Est. Cost $113.37 Unrealized +71.6%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $721 Shares 5,439 Est. Cost $72.15 Unrealized +60.1%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $708 Shares 10,421 Est. Cost $27.21 Unrealized +4.2%
FNB F N B CORP PA 0.3%
Value ($000) $673 Shares 57,937 Est. Cost $7.82 Unrealized +25.6%
BAC BANKAMERICA CORP NEW 0.3%
Value ($000) $670 Shares 15,800 Est. Cost $18.59 Unrealized +94.1%
KELLOGG CO COM 0.3%
Value ($000) $644 Shares 10,075 Est. Cost $43.70 Unrealized +17.5%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $622 Shares 8,230 Est. Cost $48.73 Unrealized +47.1%
AZO AUTOZONE INC COM 0.3%
Value ($000) $616 Shares 363 Est. Cost $720.72 Unrealized +122.6%
IVV ISHARES S&P 500 INDEX 0.3%
Value ($000) $603 Shares 1,400 Est. Cost $348.63 Unrealized
BLACKROCK INC COM 0.2%
Value ($000) $587 Shares 700 Est. Cost $424.55 Unrealized
MDT MEDTRONIC PLC ORDINARY 0.2%
Value ($000) $579 Shares 4,620 Est. Cost $58.21 Unrealized +94.9%
LOW LOWES COS INC COM 0.2%
Value ($000) $563 Shares 2,775 Est. Cost $61.01 Unrealized +200.9%
XLF SPDR FINANCIALS 0.2%
Value ($000) $556 Shares 14,805 Est. Cost $34.62 Unrealized
DOW DOW INC COM 0.2%
Value ($000) $545 Shares 9,470 Est. Cost $36.37 Unrealized +31.5%
FMC F M C CORP COM NEW 0.2%
Value ($000) $531 Shares 5,800 Est. Cost $61.57 Unrealized +38.3%
XLY SPDR DISCRETIONARY 0.2%
Value ($000) $530 Shares 2,955 Est. Cost $167.09 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $501 Shares 9,695 Est. Cost $17.13 Unrealized +196.0%
PSX PHILLIPS 66 0.2%
Value ($000) $495 Shares 7,060 Est. Cost $62.08 Unrealized -1.4%
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.2%
Value ($000) $476 Shares 7,519 Est. Cost $63.22 Unrealized
EXC EXELON CORP COM 0.2%
Value ($000) $469 Shares 9,695 Est. Cost $13.08 Unrealized +124.0%
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $442 Shares 2,022 Est. Cost $152.99 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $433 Shares 6,393 Est. Cost $47.17 Unrealized +4.5%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $399 Shares 4,847 Est. Cost $47.48 Unrealized +73.1%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $399 Shares 2,195 Est. Cost $84.93 Unrealized +91.6%
EFA ISHARES TR MSCI EAFE INDEX 0.2%
Value ($000) $397 Shares 5,100 Est. Cost $68.25 Unrealized
XLC SPDR COMMUNICATION 0.2%
Value ($000) $395 Shares 4,927 Est. Cost $76.00 Unrealized
CVS CVS/CAREMARK CORP COM 0.2%
Value ($000) $392 Shares 4,620 Est. Cost $54.42 Unrealized +33.3%
CTVA CORTEVA INC COM 0.2%
Value ($000) $387 Shares 9,195 Est. Cost $25.02 Unrealized +64.8%
VO VANGUARD MID CAP ETF 0.2%
Value ($000) $383 Shares 1,618 Est. Cost $160.47 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.2%
Value ($000) $381 Shares 1,190 Est. Cost $62.00 Unrealized +392.8%
XLU SPDR UTILITIES 0.2%
Value ($000) $380 Shares 5,951 Est. Cost $63.72 Unrealized
XLV SPDR HEALTH CARE 0.2%
Value ($000) $378 Shares 2,970 Est. Cost $125.58 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $371 Shares 1,620 Est. Cost $56.96 Unrealized +286.0%
SYY SYSCO CORP COM 0.2%
Value ($000) $369 Shares 4,710 Est. Cost $25.33 Unrealized +167.5%
VOO VANGUARD INDEX FUND 0.2%
Value ($000) $367 Shares 930 Est. Cost $394.13 Unrealized
STT STATE STR CORP COM 0.1%
Value ($000) $353 Shares 4,168 Est. Cost $52.82 Unrealized +42.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $353 Shares 7,747 Est. Cost $23.80 Unrealized +42.8%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.1%
Value ($000) $352 Shares 36,792 Est. Cost $43.55 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $350 Shares 6,750 Est. Cost $30.43 Unrealized +50.7%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $349 Shares 9,121 Est. Cost $48.48 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $330 Shares 8,978 Est. Cost $30.79 Unrealized -0.8%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $315 Shares 4,600 Est. Cost $45.31 Unrealized +37.5%
WALGREENS BOOTS ALLIANCE 0.1%
Value ($000) $310 Shares 6,575 Est. Cost $69.69 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $300 Shares 4,130 Est. Cost $48.28 Unrealized +32.6%
ZBH ZIMMER HLDGS INC COM 0.1%
Value ($000) $284 Shares 1,940 Est. Cost $91.63 Unrealized +54.6%
PPG PPG INDS INC COM 0.1%
Value ($000) $269 Shares 1,875 Est. Cost $84.54 Unrealized +73.5%
NVS NOVARTIS AG 0.1%
Value ($000) $268 Shares 3,276 Est. Cost $77.96 Unrealized
XLE SPDR ENERGY 0.1%
Value ($000) $245 Shares 4,702 Est. Cost $40.58 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $226 Shares 2,785 Est. Cost $39.46 Unrealized +88.4%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $226 Shares 855 Est. Cost $86.52 Unrealized +183.4%
NWFL NORWOOD FINANCIAL CORPORATION 0.1%
Value ($000) $220 Shares 8,630 Est. Cost $22.77 Unrealized +11.6%
NFLX NETFLIX INC COM 0.1%
Value ($000) $214 Shares 350 Est. Cost $32.73 Unrealized +68.1%
XEL XCEL ENERGY INC 0.1%
Value ($000) $213 Shares 3,400 Est. Cost $37.68 Unrealized +55.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $204 Shares 6,100 Est. Cost $25.47 Unrealized +9.4%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $202 Shares 7,413 Est. Cost $41.70 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $192 Shares 6,487 Est. Cost $50.54 Unrealized -48.6%
VWO VANGUARD EMERGING MARKETS ETF 0.1%
Value ($000) $180 Shares 3,600 Est. Cost $43.94 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $173 Shares 4,865 Est. Cost $19.12 Unrealized +51.4%
CSX CSX CORP COM 0.1%
Value ($000) $152 Shares 5,100 Est. Cost $23.36 Unrealized +29.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $145 Shares 3,250 Est. Cost $68.92 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $145 Shares 740 Est. Cost $91.24 Unrealized +95.7%
XLI SPDR INDUSTRIALS 0.1%
Value ($000) $130 Shares 1,325 Est. Cost $98.49 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $129 Shares 675 Est. Cost $82.06 Unrealized +134.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $129 Shares 1,000 Est. Cost $18.89 Unrealized +591.3%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $124 Shares 2,000 Est. Cost $35.21 Unrealized +47.1%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $119 Shares 1,150 Est. Cost $70.43 Unrealized
TSLA TESLA MOTORS, INC 0.0%
Value ($000) $117 Shares 150 Est. Cost $101.92 Unrealized +130.9%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $113 Shares 1,404 Est. Cost $64.39 Unrealized +18.0%
GLW CORNING INC COM 0.0%
Value ($000) $109 Shares 3,000 Est. Cost $14.10 Unrealized +150.3%
HSY HERSHEY FOODS CORP COM 0.0%
Value ($000) $106 Shares 629 Est. Cost $71.68 Unrealized +121.6%
C CITIGROUP INC NEW 0.0%
Value ($000) $104 Shares 1,486 Est. Cost $51.36 Unrealized +16.2%
VTHR VANGUARD RUSSELL ETF 0.0%
Value ($000) $99 Shares 500 Est. Cost $165.78 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $92 Shares 609 Est. Cost $95.36 Unrealized +48.7%
VTRS VIATRIS INC COM 0.0%
Value ($000) $92 Shares 6,750 Est. Cost $13.33 Unrealized -12.1%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $90 Shares 200 Est. Cost $170.94 Unrealized +144.7%
TWITTER INC. 0.0%
Value ($000) $89 Shares 1,475 Est. Cost $22.20 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $87 Shares 2,943 Est. Cost $63.13 Unrealized -60.1%
GLD GOLD TRUST 0.0%
Value ($000) $82 Shares 500 Est. Cost $118.00 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $81 Shares 200 Est. Cost $68.65 Unrealized +483.5%
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value ($000) $79 Shares 198 Est. Cost $105.32 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $74 Shares 3,983 Est. Cost $44.57 Unrealized -53.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $61 Shares 100 Est. Cost $16.33 Unrealized +145.1%
PGX INVESCO EX PFD ETF 0.0%
Value ($000) $60 Shares 4,000 Est. Cost $14.50 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $60 Shares 1,821 Est. Cost $26.93 Unrealized -2.4%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $27.77 Unrealized
XLK PDR TECHNOLOGY 0.0%
Value ($000) $58 Shares 387 Est. Cost $130.43 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $58 Shares 1,250 Est. Cost $47.18 Unrealized +2.7%
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $53 Shares 619 Est. Cost $82.46 Unrealized
NUVEEN AMT-FREE MUNI INC FNDCOM 0.0%
Value ($000) $51 Shares 3,389 Est. Cost $14.05 Unrealized
BSV VANGUARD B SHORT TERM BOND 0.0%
Value ($000) $51 Shares 625 Est. Cost $80.00 Unrealized
NUVEEN PA INVT QUALITY MUN FCOM 0.0%
Value ($000) $50 Shares 3,352 Est. Cost $14.32 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $49 Shares 500 Est. Cost $49.58 Unrealized +100.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $48 Shares 300 Est. Cost $41.97 Unrealized +274.2%
XLRE SPDR REAL ESTATE 0.0%
Value ($000) $47 Shares 1,055 Est. Cost $44.43 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $44 Shares 294 Est. Cost $80.84 Unrealized +84.6%
MARATHON OIL CO 0.0%
Value ($000) $43 Shares 3,111 Est. Cost $21.37 Unrealized
SOUTH JERSEY INDUSTRIES INC 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $40.44 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $40 Shares 354 Est. Cost $64.73 Unrealized +53.4%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $40 Shares 664 Est. Cost $23.34 Unrealized +130.8%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $38 Shares 5,000 Est. Cost $8.80 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $33 Shares 312 Est. Cost $59.16 Unrealized +41.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $32 Shares 544 Est. Cost $37.58 Unrealized +20.1%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $30 Shares 600 Est. Cost $12.09 Unrealized +273.2%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value ($000) $30 Shares 800 Est. Cost $37.50 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $30 Shares 434 Est. Cost $19.70 Unrealized +235.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $29 Shares 100 Est. Cost $98.38 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $29 Shares 326 Est. Cost $34.80 Unrealized +132.3%
LINDE PLC SHS 0.0%
Value ($000) $29 Shares 100 Est. Cost $160.00 Unrealized
IJR ISHARES S&P 600 INDEX 0.0%
Value ($000) $27 Shares 250 Est. Cost $68.00 Unrealized
PETS PETMED EXPRESS INC COM 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $21.15 Unrealized +36.2%
ENTG ENTEGRIS INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $11.43 Unrealized +936.1%
HAS HASBRO INC COM 0.0%
Value ($000) $25 Shares 276 Est. Cost $76.93 Unrealized +5.3%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $25 Shares 1,213 Est. Cost $17.42 Unrealized -3.7%
ESSA BANCORP INC COM 0.0%
Value ($000) $24 Shares 1,462 Est. Cost $15.21 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $23 Shares 300 Est. Cost $78.46 Unrealized
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $17.92 Unrealized -38.7%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $23 Shares 100 Est. Cost $259.62 Unrealized -5.2%
EATON VANCE INSURED MUNI BD FD 0.0%
Value ($000) $22 Shares 1,666 Est. Cost $12.61 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $21 Shares 125 Est. Cost $85.35 Unrealized +75.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP 0.0%
Value ($000) $20 Shares 400 Est. Cost $22.42 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $20 Shares 100 Est. Cost $140.55 Unrealized +38.8%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $54.68 Unrealized +69.8%
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $18 Shares 1,700 Est. Cost $10.00 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $17 Shares 100 Est. Cost $103.21 Unrealized +59.9%
TIP ISHARES BARCLAYS TIPS BND FD 0.0%
Value ($000) $17 Shares 134 Est. Cost $113.59 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $16 Shares 1,107 Est. Cost $8.91 Unrealized +15.8%
GPN GLOBAL PAMENTS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $49.12 Unrealized +239.4%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 37 Est. Cost $89.03 Unrealized +396.4%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $16 Shares 619 Est. Cost $25.85 Unrealized
TR TOOTSIE ROLL IND INC 0.0%
Value ($000) $16 Shares 515 Est. Cost $24.64 Unrealized +17.9%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value ($000) $15 Shares 158 Est. Cost $56.33 Unrealized +26.8%
SNAP SNAP INC CL A 0.0%
Value ($000) $15 Shares 200 Est. Cost $13.74 Unrealized +425.9%
DHR DANAHER CORP 0.0%
Value ($000) $15 Shares 50 Est. Cost $71.26 Unrealized +274.4%
IGE ISHARES TR S&P NA NATURAL RESOURCES 0.0%
Value ($000) $15 Shares 500 Est. Cost $43.33 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $80.43 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $65.30 Unrealized +81.7%
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 0.0%
Value ($000) $13 Shares 200 Est. Cost $70.00 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $13 Shares 109 Est. Cost $64.02 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $23.33 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $13 Shares 200 Est. Cost $45.47 Unrealized +43.9%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.52 Unrealized +27.3%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $12 Shares 570 Est. Cost $9.56 Unrealized +73.3%
ANNALY CAPITAL MANAGEMENT INCOM 0.0%
Value ($000) $12 Shares 1,400 Est. Cost $10.71 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.0%
Value ($000) $12 Shares 234 Est. Cost $41.67 Unrealized
MET METLIFE INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $32.09 Unrealized +64.3%
SOUTHWESTERN ENERGY 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.50 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
LFUS LITTLEFUSE INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $84.10 Unrealized +217.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $10 Shares 100 Est. Cost $64.45 Unrealized +35.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $50.00 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $10 Shares 80 Est. Cost $71.79 Unrealized +62.7%
OEF ISHARES S&P 100 0.0%
Value ($000) $10 Shares 50 Est. Cost $105.88 Unrealized
FCX FREEPORTMCMORAN COPP CL B 0.0%
Value ($000) $9 Shares 268 Est. Cost $30.06 Unrealized +10.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $73.57 Unrealized +50.2%
ITT ITT INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $35.86 Unrealized +161.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 150 Est. Cost $30.97 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $99.19 Unrealized +89.1%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 492 Est. Cost $18.29 Unrealized +6.3%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $8 Shares 117 Est. Cost $31.80 Unrealized +62.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $13.07 Unrealized +146.9%
XLB SPDR MATERIALS 0.0%
Value ($000) $8 Shares 98 Est. Cost $84.62 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $42.15 Unrealized -4.3%
ZM ZOOM VIDEO COMMUNICATIONS INCL A 0.0%
Value ($000) $7 Shares 25 Est. Cost $179.93 Unrealized +87.4%
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $33.94 Unrealized +33.4%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value ($000) $7 Shares 120 Est. Cost $50.00 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $7 Shares 50 Est. Cost $119.64 Unrealized +12.5%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $7 Shares 500 Est. Cost $18.00 Unrealized
WM WASTE MANAGEMENT INC NEW 0.0%
Value ($000) $7 Shares 46 Est. Cost $97.23 Unrealized +43.7%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $18.54 Unrealized -15.5%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $6 Shares 25 Est. Cost $171.44 Unrealized +37.5%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $6 Shares 50 Est. Cost $35.00 Unrealized
DVY I SHARES TR DJ SLECT DIV INDEX 0.0%
Value ($000) $6 Shares 50 Est. Cost $90.53 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $6 Shares 106 Est. Cost $58.34 Unrealized +9.8%
OXY/WS OCCIDENTAL PETE CORP W EXP 08/03/2027 0.0%
Value ($000) $6 Shares 457 Est. Cost $2.19 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $41.31 Unrealized +48.9%
CHURCHILL CAPITAL CORP VII UNIT 99/99/9999 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
CHURCHILL CAPITAL CORP VI UNIT 99/99/9999 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $5 Shares 36 Est. Cost $103.48 Unrealized +46.0%
NOV NOV INC COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $14.51 Unrealized -7.0%
WEN WENDYS CO COM 0.0%
Value ($000) $5 Shares 212 Est. Cost $17.02 Unrealized +33.9%
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.47 Unrealized 0.0%
CDK GLOBAL, INC. 0.0%
Value ($000) $4 Shares 91 Est. Cost $40.23 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.84 Unrealized -1.4%
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $4 Shares 6 Est. Cost $328.77 Unrealized +130.8%
CC CHEMOURS CO COM 0.0%
Value ($000) $4 Shares 135 Est. Cost $13.97 Unrealized +98.1%
WAB WABTEC CORP COM 0.0%
Value ($000) $4 Shares 48 Est. Cost $69.17 Unrealized +21.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $4 Shares 35 Est. Cost $24.16 Unrealized +89.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $180.55 Unrealized +15.1%
XLP SPDR STAPLES 0.0%
Value ($000) $4 Shares 59 Est. Cost $72.97 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $258.65 Unrealized +26.7%
EPP ISHARES MSCI PAC JP ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $2 Shares 203 Est. Cost $4.69 Unrealized -1.4%
EQIUTRANS MIDSTREAM CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
ETF MANAGERS TR ETFMG ALTR HRVST 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $32.26 Unrealized
VVX VECTRUS INC. 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.36 Unrealized +86.3%
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $1 Shares 240 Est. Cost $2.62 Unrealized +71.7%
DNOW NOW INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $33.70 Unrealized -75.8%
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
AIG AMERICAN INTL GROUP INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.86 Unrealized +23.1%
MAXEON SOLAR TECHNOLOGIES LTSHS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 50 Est. Cost $22.22 Unrealized
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.66 Unrealized -2.9%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +8.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.34 Unrealized +36.3%