PEOPLES FINANCIAL SERVICES CORP. Diversified Active

CIK: 0001056943 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 13, 2023

Total Value ($000): $212,295 (100.0% shares, 0.0% debt)

Holdings (258)

PFIS PEOPLES FINL SVCS CORP 6.6%
Value ($000) $13,930 Shares 347,475 Est. Cost $32.73 Unrealized +23.0%
AAPL APPLE COMPUTER INC COM 5.1%
Value ($000) $10,820 Shares 63,198 Est. Cost $85.31 Unrealized +112.5%
LLY LILLY ELI & CO COM 4.3%
Value ($000) $9,209 Shares 17,145 Est. Cost $72.15 Unrealized +602.4%
MSFT MICROSOFT CORP 4.1%
Value ($000) $8,637 Shares 27,355 Est. Cost $34.06 Unrealized +852.9%
PG PROCTER & GAMBLE CO COM 2.7%
Value ($000) $5,722 Shares 39,228 Est. Cost $58.90 Unrealized +144.7%
MCD MCDONALDS CORP COM 2.6%
Value ($000) $5,597 Shares 21,244 Est. Cost $89.71 Unrealized +200.4%
XOM EXXON MOBIL CORP COM 2.5%
Value ($000) $5,243 Shares 44,595 Est. Cost $55.87 Unrealized +80.8%
PEP PEPSICO INC COM 2.4%
Value ($000) $5,048 Shares 29,793 Est. Cost $59.77 Unrealized +179.7%
AMZN AMAZON COM INC COM 2.4%
Value ($000) $5,026 Shares 39,541 Est. Cost $122.03 Unrealized +9.8%
MA MASTERCARD INCORPORATED 2.0%
Value ($000) $4,261 Shares 10,763 Est. Cost $96.93 Unrealized +308.8%
ABBV ABBVIE INC 1.9%
Value ($000) $3,965 Shares 26,597 Est. Cost $46.28 Unrealized +192.4%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $3,868 Shares 24,834 Est. Cost $75.81 Unrealized +102.2%
AVGO BROADCOM INC NPV 1.7%
Value ($000) $3,695 Shares 4,449 Est. Cost $31.75 Unrealized +164.5%
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $3,376 Shares 25,602 Est. Cost $107.14 Unrealized +20.5%
MCHP MICROCHIP TECHNOLOGY INC COM 1.5%
Value ($000) $3,131 Shares 40,122 Est. Cost $46.19 Unrealized +70.4%
CVX CHEVRONTEXACO CORP COM 1.5%
Value ($000) $3,106 Shares 18,418 Est. Cost $76.42 Unrealized +90.7%
PFE PFIZER INC COM 1.3%
Value ($000) $2,837 Shares 85,564 Est. Cost $18.22 Unrealized +67.8%
JPM J P MORGAN CHASE & CO COM 1.3%
Value ($000) $2,718 Shares 18,744 Est. Cost $58.93 Unrealized +141.5%
IVV ISHARES S&P 500 INDEX 1.3%
Value ($000) $2,689 Shares 6,262 Est. Cost $400.12 Unrealized
BRK/B BERKSHIRE HATHAWAY B NEW 1.2%
Value ($000) $2,601 Shares 7,426 Est. Cost $170.89 Unrealized +107.6%
FAST FASTENAL CO COM 1.1%
Value ($000) $2,438 Shares 44,632 Est. Cost $11.28 Unrealized +137.7%
MRK MERCK & CO INC NEW 1.1%
Value ($000) $2,387 Shares 23,188 Est. Cost $45.99 Unrealized +117.1%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $2,383 Shares 44,339 Est. Cost $21.59 Unrealized +133.0%
APD AIR PRODUCT AND CHEMICALS INC 1.1%
Value ($000) $2,342 Shares 8,264 Est. Cost $109.66 Unrealized +150.6%
EMR EMERSON ELEC CO COM 1.0%
Value ($000) $2,225 Shares 23,043 Est. Cost $49.15 Unrealized +85.5%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $2,175 Shares 16,618 Est. Cost $107.65 Unrealized +19.3%
HD HOME DEPOT INC COM 1.0%
Value ($000) $2,134 Shares 7,064 Est. Cost $231.56 Unrealized +30.8%
AXP AMERICAN EXPRESS CO COM 1.0%
Value ($000) $2,063 Shares 13,831 Est. Cost $66.79 Unrealized +137.9%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $1,888 Shares 32,523 Est. Cost $39.03 Unrealized +39.2%
ADI ANALOG DEVICES INC 0.9%
Value ($000) $1,853 Shares 10,583 Est. Cost $86.14 Unrealized +105.4%
ADBE ADOBE INC COM 0.9%
Value ($000) $1,848 Shares 3,624 Est. Cost $402.67 Unrealized +30.3%
VB VANGUARD SMALL CAP ETF 0.9%
Value ($000) $1,819 Shares 9,621 Est. Cost $187.48 Unrealized
ABT ABBOTT LABS COM 0.9%
Value ($000) $1,808 Shares 18,669 Est. Cost $36.92 Unrealized +172.0%
UNP UNION PAC CORP COM 0.8%
Value ($000) $1,757 Shares 8,628 Est. Cost $67.81 Unrealized +204.0%
BA BOEING CO COM 0.8%
Value ($000) $1,667 Shares 8,695 Est. Cost $205.25 Unrealized +6.6%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $1,659 Shares 28,963 Est. Cost $53.21 Unrealized +21.1%
QCOM QUALCOMM INC COM 0.8%
Value ($000) $1,653 Shares 14,881 Est. Cost $75.75 Unrealized +45.3%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $1,614 Shares 4,987 Est. Cost $340.46 Unrealized -7.4%
KO COCA COLA CO COM 0.7%
Value ($000) $1,530 Shares 27,341 Est. Cost $27.24 Unrealized +104.6%
ORCL ORACLE CORP COM 0.7%
Value ($000) $1,530 Shares 14,443 Est. Cost $33.00 Unrealized +241.8%
SO SOUTHERN CO COM 0.7%
Value ($000) $1,526 Shares 23,582 Est. Cost $27.20 Unrealized +134.4%
VZ VERIZON COMMUNICATIONS COM 0.7%
Value ($000) $1,526 Shares 47,095 Est. Cost $28.88 Unrealized +0.4%
DE DEERE & CO COM 0.7%
Value ($000) $1,510 Shares 4,001 Est. Cost $199.49 Unrealized +99.5%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $1,284 Shares 18,506 Est. Cost $28.78 Unrealized +133.5%
XLU SPDR UTILITIES 0.6%
Value ($000) $1,269 Shares 21,540 Est. Cost $69.66 Unrealized
AMGN AMGEN INC COM 0.6%
Value ($000) $1,265 Shares 4,705 Est. Cost $135.98 Unrealized +70.5%
META FACEBOOK INC 0.6%
Value ($000) $1,256 Shares 4,185 Est. Cost $311.96 Unrealized -4.1%
NKE NIKE INC CL B 0.6%
Value ($000) $1,247 Shares 13,039 Est. Cost $97.15 Unrealized +1.1%
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.6%
Value ($000) $1,190 Shares 8,304 Est. Cost $157.18 Unrealized
ENB ENBRIDGE INC 0.6%
Value ($000) $1,173 Shares 35,342 Est. Cost $24.01 Unrealized +26.5%
XLC SPDR COMMUNICATION 0.6%
Value ($000) $1,172 Shares 17,876 Est. Cost $64.63 Unrealized
BLACKROCK INC COM 0.5%
Value ($000) $1,112 Shares 1,720 Est. Cost $550.61 Unrealized
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.5%
Value ($000) $1,104 Shares 20,637 Est. Cost $59.70 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $1,098 Shares 2,684 Est. Cost $305.55 Unrealized +35.8%
VNQ VANGUARD REAL ESTATE 0.5%
Value ($000) $1,087 Shares 14,371 Est. Cost $90.28 Unrealized
MMM 3M CO 0.5%
Value ($000) $1,062 Shares 11,341 Est. Cost $95.33 Unrealized -16.5%
V VISA CLASS A 0.5%
Value ($000) $1,034 Shares 4,496 Est. Cost $76.47 Unrealized +208.8%
DUK DUKE ENERGY HLDG CORP 0.5%
Value ($000) $1,025 Shares 11,610 Est. Cost $50.39 Unrealized +65.8%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $995 Shares 8,103 Est. Cost $53.48 Unrealized +115.2%
WMT WAL MART STORES INC COM 0.5%
Value ($000) $981 Shares 6,134 Est. Cost $26.87 Unrealized +92.8%
GIS GENERAL MLS INC COM 0.5%
Value ($000) $973 Shares 15,211 Est. Cost $37.37 Unrealized +72.8%
CMCSA COMCAST CORP 0.5%
Value ($000) $970 Shares 21,872 Est. Cost $36.76 Unrealized +12.9%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.5%
Value ($000) $970 Shares 11,874 Est. Cost $79.03 Unrealized +1.6%
XLE SPDR ENERGY 0.4%
Value ($000) $943 Shares 10,429 Est. Cost $59.63 Unrealized
AZO AUTOZONE INC COM 0.4%
Value ($000) $922 Shares 363 Est. Cost $720.72 Unrealized +248.2%
D DOMINION RES INC VA NEW COM 0.4%
Value ($000) $917 Shares 20,530 Est. Cost $43.15 Unrealized +2.1%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.4%
Value ($000) $888 Shares 6,332 Est. Cost $105.99 Unrealized +24.3%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $888 Shares 6,416 Est. Cost $99.41 Unrealized +41.2%
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $884 Shares 3,239 Est. Cost $173.10 Unrealized +51.1%
XLK SPDR TECHNOLOGY 0.4%
Value ($000) $876 Shares 5,346 Est. Cost $137.34 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $843 Shares 5,406 Est. Cost $137.42 Unrealized +10.4%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $842 Shares 1,490 Est. Cost $446.16 Unrealized +19.3%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $768 Shares 3,900 Est. Cost $105.11 Unrealized +95.0%
VO VANGUARD MID CAP ETF 0.4%
Value ($000) $763 Shares 3,664 Est. Cost $192.28 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.4%
Value ($000) $751 Shares 3,121 Est. Cost $68.93 Unrealized +235.3%
XLB SPDR MATERIALS 0.3%
Value ($000) $741 Shares 9,438 Est. Cost $82.35 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $728 Shares 6,060 Est. Cost $62.08 Unrealized +66.4%
VOO VANGUARD 500 INDEX FUND 0.3%
Value ($000) $708 Shares 1,803 Est. Cost $387.18 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $707 Shares 9,830 Est. Cost $54.61 Unrealized +48.8%
TMO THERMO FISCHER SCIENTIFIC 0.3%
Value ($000) $707 Shares 1,397 Est. Cost $555.63 Unrealized -4.8%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $690 Shares 5,575 Est. Cost $39.41 Unrealized +236.8%
BAC BANKAMERICA CORP NEW 0.3%
Value ($000) $681 Shares 24,882 Est. Cost $24.62 Unrealized +13.0%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $675 Shares 16,514 Est. Cost $38.92 Unrealized +4.6%
DHR DANAHER CORP 0.3%
Value ($000) $667 Shares 2,688 Est. Cost $246.81 Unrealized -10.8%
TGT TARGET CORP 0.3%
Value ($000) $666 Shares 6,023 Est. Cost $146.75 Unrealized -20.7%
NBTB NBT BANCORP INC COM 0.3%
Value ($000) $665 Shares 21,000 Est. Cost $31.65 Unrealized +8.2%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $663 Shares 8,886 Est. Cost $27.23 Unrealized +9.7%
PPL PPL CORP, COM 0.3%
Value ($000) $640 Shares 27,193 Est. Cost $17.60 Unrealized +35.2%
FNB F N B CORP PA 0.3%
Value ($000) $625 Shares 57,937 Est. Cost $7.82 Unrealized +38.8%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $624 Shares 5,162 Est. Cost $72.15 Unrealized +63.2%
LOW LOWES COS INC COM 0.3%
Value ($000) $577 Shares 2,775 Est. Cost $61.01 Unrealized +252.2%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $573 Shares 5,002 Est. Cost $37.40 Unrealized +208.5%
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $550 Shares 6,786 Est. Cost $93.25 Unrealized -10.5%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $541 Shares 2,931 Est. Cost $113.37 Unrealized +53.4%
XYL XYLEM INC 0.2%
Value ($000) $528 Shares 5,805 Est. Cost $39.63 Unrealized +153.0%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $520 Shares 4,343 Est. Cost $47.17 Unrealized +128.7%
WM WASTE MANAGEMENT INC NEW 0.2%
Value ($000) $519 Shares 3,402 Est. Cost $148.87 Unrealized +4.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $518 Shares 5,594 Est. Cost $52.60 Unrealized +63.8%
ECL ECOLAB INC 0.2%
Value ($000) $498 Shares 2,938 Est. Cost $179.31 Unrealized -1.1%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $465 Shares 1,708 Est. Cost $211.98 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $465 Shares 13,073 Est. Cost $21.96 Unrealized +55.8%
CVS CVS/CAREMARK CORP COM 0.2%
Value ($000) $452 Shares 6,478 Est. Cost $65.50 Unrealized -1.4%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $436 Shares 3,159 Est. Cost $138.45 Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $426 Shares 44,940 Est. Cost $21.90 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $420 Shares 7,600 Est. Cost $17.13 Unrealized +211.9%
DOW DOW INC COM 0.2%
Value ($000) $401 Shares 7,782 Est. Cost $36.52 Unrealized +26.8%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $401 Shares 5,640 Est. Cost $48.73 Unrealized +45.5%
XLV SPDR HEALTH CARE 0.2%
Value ($000) $393 Shares 3,053 Est. Cost $126.61 Unrealized
FMC F M C CORP COM NEW 0.2%
Value ($000) $388 Shares 5,800 Est. Cost $61.57 Unrealized +26.2%
MDT MEDTRONIC PLC ORDINARY 0.2%
Value ($000) $387 Shares 4,938 Est. Cost $62.23 Unrealized +25.0%
CTVA CORTEVA INC COM 0.2%
Value ($000) $373 Shares 7,301 Est. Cost $25.02 Unrealized +106.0%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $356 Shares 3,905 Est. Cost $38.62 Unrealized +139.4%
EFA ISHARES TR MSCI EAFE INDEX 0.2%
Value ($000) $351 Shares 5,100 Est. Cost $68.51 Unrealized
XLY SPDR DISCRETIONARY 0.2%
Value ($000) $341 Shares 2,116 Est. Cost $169.05 Unrealized
GE GENERAL ELEC CO COM 0.2%
Value ($000) $319 Shares 2,889 Est. Cost $62.95 Unrealized +40.8%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $303 Shares 2,000 Est. Cost $38.68 Unrealized +242.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $302 Shares 3,530 Est. Cost $48.28 Unrealized +73.8%
T AT&T INC COM 0.1%
Value ($000) $301 Shares 20,044 Est. Cost $12.08 Unrealized +7.2%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $296 Shares 5,059 Est. Cost $122.36 Unrealized -46.9%
USB US BANCORP DEL 0.1%
Value ($000) $287 Shares 8,673 Est. Cost $26.70 Unrealized +21.7%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $282 Shares 855 Est. Cost $95.42 Unrealized +246.5%
NVS NOVARTIS AG 0.1%
Value ($000) $278 Shares 2,727 Est. Cost $77.96 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $273 Shares 6,497 Est. Cost $23.80 Unrealized +53.1%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $258 Shares 840 Est. Cost $62.00 Unrealized +390.9%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $242 Shares 1,392 Est. Cost $178.91 Unrealized -1.1%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $228 Shares 5,412 Est. Cost $45.04 Unrealized -3.3%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $225 Shares 2,800 Est. Cost $47.48 Unrealized +73.1%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $222 Shares 3,802 Est. Cost $50.54 Unrealized +7.7%
ZBH ZIMMER HLDGS INC COM 0.1%
Value ($000) $218 Shares 1,940 Est. Cost $91.63 Unrealized +35.5%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $210 Shares 2,312 Est. Cost $89.17 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $209 Shares 2,785 Est. Cost $48.00 Unrealized +54.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $209 Shares 5,406 Est. Cost $40.69 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $203 Shares 3,150 Est. Cost $55.08 Unrealized
STT STATE STR CORP COM 0.1%
Value ($000) $202 Shares 3,018 Est. Cost $54.58 Unrealized +18.9%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $199 Shares 5,912 Est. Cost $30.79 Unrealized -0.9%
SYY SYSCO CORP COM 0.1%
Value ($000) $198 Shares 3,000 Est. Cost $25.33 Unrealized +164.6%
XLF SPDR FINANCIALS 0.1%
Value ($000) $195 Shares 5,875 Est. Cost $34.96 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $195 Shares 3,400 Est. Cost $37.68 Unrealized +46.4%
EXC EXELON CORP COM 0.1%
Value ($000) $169 Shares 4,474 Est. Cost $14.51 Unrealized +156.6%
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $143 Shares 2,199 Est. Cost $63.13 Unrealized -4.5%
TSLA TESLA MOTORS, INC 0.1%
Value ($000) $123 Shares 490 Est. Cost $227.65 Unrealized +12.8%
KELLOGG CO COM 0.1%
Value ($000) $119 Shares 2,000 Est. Cost $43.70 Unrealized +25.6%
XLRE SPDR REAL ESTATE 0.1%
Value ($000) $116 Shares 3,410 Est. Cost $43.02 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $115 Shares 2,300 Est. Cost $61.96 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $112 Shares 6,100 Est. Cost $25.47 Unrealized -30.7%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $106 Shares 481 Est. Cost $91.24 Unrealized +131.4%
HSY HERSHEY FOODS CORP COM 0.0%
Value ($000) $106 Shares 529 Est. Cost $71.68 Unrealized +191.1%
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $103 Shares 2,852 Est. Cost $29.43 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $101 Shares 775 Est. Cost $84.54 Unrealized +57.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $92 Shares 2,450 Est. Cost $30.81 Unrealized +30.3%
NWFL NORWOOD FINANCIAL CORPORATION 0.0%
Value ($000) $92 Shares 3,555 Est. Cost $22.77 Unrealized +25.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $91 Shares 100 Est. Cost $16.33 Unrealized +284.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $91 Shares 2,125 Est. Cost $30.43 Unrealized +37.4%
MAT MATTEL INC COM 0.0%
Value ($000) $88 Shares 3,983 Est. Cost $44.57 Unrealized -52.1%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $87 Shares 2,832 Est. Cost $19.12 Unrealized +60.2%
GLD GOLD TRUST 0.0%
Value ($000) $86 Shares 500 Est. Cost $118.00 Unrealized
MARATHON OIL CO 0.0%
Value ($000) $83 Shares 3,111 Est. Cost $21.63 Unrealized
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value ($000) $82 Shares 198 Est. Cost $105.32 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $78 Shares 500 Est. Cost $49.58 Unrealized +221.7%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $77 Shares 200 Est. Cost $68.65 Unrealized +456.5%
VWO VANGUARD EMERGING MARKETS ETF 0.0%
Value ($000) $67 Shares 1,700 Est. Cost $43.94 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $64 Shares 301 Est. Cost $94.53 Unrealized +121.8%
C CITIGROUP INC NEW 0.0%
Value ($000) $54 Shares 1,325 Est. Cost $51.41 Unrealized -21.3%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $27.77 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value ($000) $52 Shares 768 Est. Cost $71.08 Unrealized +2.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $50 Shares 309 Est. Cost $95.36 Unrealized +67.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $50 Shares 5,058 Est. Cost $13.33 Unrealized -30.0%
BSV VANGUARD B SHORT TERM BOND 0.0%
Value ($000) $47 Shares 625 Est. Cost $80.00 Unrealized
AIR TRANSPORT SERVICES GRP ICOM 0.0%
Value ($000) $47 Shares 2,240 Est. Cost $18.86 Unrealized
PGX INVESCO EX PFD ETF 0.0%
Value ($000) $44 Shares 4,000 Est. Cost $14.50 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $43 Shares 100 Est. Cost $140.55 Unrealized +196.5%
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $43 Shares 619 Est. Cost $82.46 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $43 Shares 1,250 Est. Cost $47.18 Unrealized -17.9%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $42 Shares 1,213 Est. Cost $17.42 Unrealized +69.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $41 Shares 354 Est. Cost $64.73 Unrealized +73.3%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $38 Shares 5,000 Est. Cost $8.80 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $38 Shares 664 Est. Cost $41.14 Unrealized +37.9%
LIN LINDE PLC SHS 0.0%
Value ($000) $37 Shares 100 Est. Cost $322.30 Unrealized +14.5%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $34 Shares 300 Est. Cost $41.97 Unrealized +180.7%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $30 Shares 70 Est. Cost $44.77 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $30 Shares 312 Est. Cost $59.16 Unrealized +42.5%
XLI SPDR INDUSTRIALS 0.0%
Value ($000) $30 Shares 292 Est. Cost $99.68 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $29 Shares 266 Est. Cost $47.25 Unrealized +114.7%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value ($000) $26 Shares 800 Est. Cost $37.50 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $26 Shares 326 Est. Cost $34.80 Unrealized +129.1%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.0%
Value ($000) $25 Shares 1,792 Est. Cost $43.55 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $25 Shares 600 Est. Cost $12.09 Unrealized +238.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $24 Shares 2,226 Est. Cost $18.55 Unrealized -32.7%
IJR ISHARES S&P 600 INDEX 0.0%
Value ($000) $24 Shares 250 Est. Cost $68.00 Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $24 Shares 306 Est. Cost $64.39 Unrealized +26.8%
ESSA BANCORP INC COM 0.0%
Value ($000) $22 Shares 1,462 Est. Cost $15.21 Unrealized
IGE ISHARES TR S&P NA NATURAL RESOURCES 0.0%
Value ($000) $21 Shares 500 Est. Cost $43.33 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $78.46 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $21 Shares 925 Est. Cost $69.69 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $11.43 Unrealized +767.2%
CSX CSX CORP COM 0.0%
Value ($000) $18 Shares 600 Est. Cost $23.36 Unrealized +30.9%
EBAY EBAY INC COM 0.0%
Value ($000) $18 Shares 408 Est. Cost $19.70 Unrealized +116.6%
TJX TJX COMPANIES 0.0%
Value ($000) $18 Shares 200 Est. Cost $45.47 Unrealized +87.7%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $17 Shares 100 Est. Cost $64.45 Unrealized +150.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $16 Shares 568 Est. Cost $37.56 Unrealized -27.7%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 37 Est. Cost $89.03 Unrealized +355.8%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value ($000) $15 Shares 158 Est. Cost $56.33 Unrealized +43.9%
EATON VANCE INSURED MUNI BD FD 0.0%
Value ($000) $15 Shares 1,666 Est. Cost $12.61 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $14 Shares 218 Est. Cost $76.93 Unrealized -22.5%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $14 Shares 619 Est. Cost $25.85 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $13 Shares 882 Est. Cost $21.59 Unrealized -31.3%
SOUTHWESTERN ENERGY 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $5.50 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.22 Unrealized -9.2%
FNCB BANCORP INC COM 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $8.03 Unrealized
GPN GLOBAL PAMENTS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $49.12 Unrealized +136.4%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $65.30 Unrealized +58.6%
SNY SANOFI AVENTIS SPONSORED ADR 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.00 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $41.57 Unrealized 0.0%
PETS PETMED EXPRESS INC COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $21.15 Unrealized -41.7%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.0%
Value ($000) $10 Shares 234 Est. Cost $41.67 Unrealized
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) $10 Shares 268 Est. Cost $30.06 Unrealized +29.8%
CLX CLOROX COMPANY 0.0%
Value ($000) $10 Shares 75 Est. Cost $85.35 Unrealized +63.9%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $10 Shares 570 Est. Cost $9.56 Unrealized +77.4%
DISCOVER FINL SVCS 0.0%
Value ($000) $9 Shares 109 Est. Cost $64.02 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $32.09 Unrealized +80.8%
LFUS LITTLEFUSE INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $84.10 Unrealized +221.9%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $99.19 Unrealized +92.7%
VIRTUS CONVERTIBLE & INCOME COM 0.0%
Value ($000) $9 Shares 2,829 Est. Cost $3.35 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 0.0%
Value ($000) $9 Shares 200 Est. Cost $70.00 Unrealized
XLP SPDR STAPLES 0.0%
Value ($000) $8 Shares 119 Est. Cost $73.65 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $34.52 Unrealized -8.4%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $259.62 Unrealized -67.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $30.97 Unrealized
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $33.94 Unrealized +27.3%
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.19 Unrealized -4.3%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
DVY I SHARES TR DJ SLECT DIV INDEX 0.0%
Value ($000) $5 Shares 50 Est. Cost $90.53 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.00 Unrealized
OPAL OPAL FUELS INC CLASS A COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.70 Unrealized -24.2%
WAB WABTEC CORP COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $70.19 Unrealized +56.7%
CC CHEMOURS CO COM 0.0%
Value ($000) $4 Shares 131 Est. Cost $22.47 Unrealized +38.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $4 Shares 203 Est. Cost $26.93 Unrealized -31.1%
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $23.33 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 Shares 290 Est. Cost $5.56 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $25.00 Unrealized
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
EPP ISHARES MSCI PAC JP ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
DJT DIGITAL WORLD ACQUISITION COCLASS A COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.24 Unrealized -65.6%
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $1 Shares 205 Est. Cost $4.69 Unrealized -7.5%
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $1 Shares 240 Est. Cost $2.62 Unrealized +71.2%
ZIMVIE INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.62 Unrealized
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $10.47 Unrealized -79.6%
EQIUTRANS MIDSTREAM CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
AIG AMERICAN INTL GROUP INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.86 Unrealized +49.6%
ETF MANAGERS TR ETFMG ALTR HRVST 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 65 Est. Cost $73.57 Unrealized -90.3%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.34 Unrealized -21.2%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 50 Est. Cost $22.22 Unrealized
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.79 Unrealized -39.8%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +16.3%
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.19 Unrealized +7.6%