PEOPLES FINANCIAL SERVICES CORP. Diversified Active

CIK: 0001056943 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $220,692 (100.0% shares, 0.0% debt)

Holdings (252)

AAPL APPLE COMPUTER INC COM 5.6%
Value ($000) $12,356 Shares 53,030 Est. Cost $85.31 Unrealized +160.2%
LLY LILLY ELI & CO COM 5.5%
Value ($000) $12,153 Shares 13,718 Est. Cost $72.15 Unrealized +1134.0%
PFIS PEOPLES FINL SVCS CORP 4.8%
Value ($000) $10,500 Shares 223,977 Est. Cost $32.73 Unrealized +31.1%
MSFT MICROSOFT CORP 4.7%
Value ($000) $10,375 Shares 24,112 Est. Cost $34.06 Unrealized +1142.2%
AVGO BROADCOM INC NPV 3.1%
Value ($000) $6,746 Shares 39,110 Est. Cost $145.01 Unrealized +9.0%
AMZN AMAZON COM INC COM 2.9%
Value ($000) $6,447 Shares 34,602 Est. Cost $122.03 Unrealized +49.5%
MCD MCDONALDS CORP COM 2.5%
Value ($000) $5,420 Shares 17,799 Est. Cost $89.71 Unrealized +197.3%
PG PROCTER & GAMBLE CO COM 2.4%
Value ($000) $5,397 Shares 31,161 Est. Cost $58.90 Unrealized +178.8%
ABBV ABBVIE INC 2.0%
Value ($000) $4,399 Shares 22,274 Est. Cost $46.28 Unrealized +286.1%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $4,296 Shares 36,650 Est. Cost $55.87 Unrealized +96.9%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $3,682 Shares 22,021 Est. Cost $107.14 Unrealized +57.0%
JPM J P MORGAN CHASE & CO COM 1.6%
Value ($000) $3,536 Shares 16,770 Est. Cost $58.93 Unrealized +247.8%
MA MASTERCARD INCORPORATED 1.6%
Value ($000) $3,521 Shares 7,131 Est. Cost $96.93 Unrealized +376.4%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $3,300 Shares 20,363 Est. Cost $75.81 Unrealized +101.4%
AXP AMERICAN EXPRESS CO COM 1.4%
Value ($000) $3,182 Shares 11,733 Est. Cost $66.79 Unrealized +267.0%
BRK/B BERKSHIRE HATHAWAY B NEW 1.4%
Value ($000) $3,139 Shares 6,820 Est. Cost $170.89 Unrealized +158.8%
MCHP MICROCHIP TECHNOLOGY INC COM 1.3%
Value ($000) $2,840 Shares 35,376 Est. Cost $46.19 Unrealized +71.5%
FAST FASTENAL CO COM 1.2%
Value ($000) $2,756 Shares 38,582 Est. Cost $11.28 Unrealized +191.8%
MRK MERCK & CO INC NEW 1.2%
Value ($000) $2,584 Shares 22,757 Est. Cost $45.99 Unrealized +145.6%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $2,478 Shares 14,939 Est. Cost $108.39 Unrealized +53.8%
CVX CHEVRONTEXACO CORP COM 1.1%
Value ($000) $2,468 Shares 16,760 Est. Cost $77.18 Unrealized +81.3%
VB VANGUARD SMALL CAP ETF 1.1%
Value ($000) $2,461 Shares 10,376 Est. Cost $190.93 Unrealized
HD HOME DEPOT INC COM 1.1%
Value ($000) $2,421 Shares 5,976 Est. Cost $231.56 Unrealized +52.3%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,267 Shares 26,822 Est. Cost $53.21 Unrealized +40.7%
IVV ISHARES S&P 500 INDEX 1.0%
Value ($000) $2,171 Shares 3,764 Est. Cost $400.12 Unrealized
ORCL ORACLE CORP COM 1.0%
Value ($000) $2,166 Shares 12,712 Est. Cost $33.00 Unrealized +333.5%
EMR EMERSON ELEC CO COM 1.0%
Value ($000) $2,145 Shares 19,616 Est. Cost $49.15 Unrealized +113.8%
APD AIR PRODUCT AND CHEMICALS INC 1.0%
Value ($000) $2,140 Shares 7,187 Est. Cost $109.66 Unrealized +140.0%
CSCO CISCO SYS INC COM 1.0%
Value ($000) $2,126 Shares 39,945 Est. Cost $21.96 Unrealized +113.0%
ADI ANALOG DEVICES INC 1.0%
Value ($000) $2,122 Shares 9,218 Est. Cost $86.14 Unrealized +155.5%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $2,071 Shares 12,179 Est. Cost $75.75 Unrealized +126.0%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $2,025 Shares 4,091 Est. Cost $340.46 Unrealized +39.5%
META FACEBOOK INC 0.9%
Value ($000) $1,989 Shares 3,474 Est. Cost $311.96 Unrealized +64.2%
VZ VERIZON COMMUNICATIONS COM 0.9%
Value ($000) $1,931 Shares 43,005 Est. Cost $28.88 Unrealized +32.9%
PEP PEPSICO INC COM 0.9%
Value ($000) $1,929 Shares 11,342 Est. Cost $59.77 Unrealized +172.6%
SO SOUTHERN CO COM 0.8%
Value ($000) $1,766 Shares 19,588 Est. Cost $27.20 Unrealized +200.1%
ADBE ADOBE INC COM 0.8%
Value ($000) $1,724 Shares 3,330 Est. Cost $406.94 Unrealized +34.8%
XLU SPDR UTILITIES 0.7%
Value ($000) $1,631 Shares 20,192 Est. Cost $69.66 Unrealized
KO COCA COLA CO COM 0.7%
Value ($000) $1,551 Shares 21,588 Est. Cost $27.24 Unrealized +141.0%
AMGN AMGEN INC COM 0.7%
Value ($000) $1,547 Shares 4,800 Est. Cost $138.60 Unrealized +126.0%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,543 Shares 13,538 Est. Cost $36.92 Unrealized +190.0%
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.7%
Value ($000) $1,505 Shares 23,245 Est. Cost $59.77 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value ($000) $1,486 Shares 8,037 Est. Cost $53.48 Unrealized +213.2%
BLACKROCK INC COM 0.7%
Value ($000) $1,445 Shares 1,522 Est. Cost $550.61 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.6%
Value ($000) $1,426 Shares 7,838 Est. Cost $157.26 Unrealized
DE DEERE & CO COM 0.6%
Value ($000) $1,360 Shares 3,260 Est. Cost $199.49 Unrealized +85.1%
VNQ VANGUARD REAL ESTATE 0.6%
Value ($000) $1,359 Shares 13,953 Est. Cost $90.28 Unrealized
BA BOEING CO COM 0.6%
Value ($000) $1,352 Shares 8,893 Est. Cost $205.26 Unrealized -16.5%
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $1,337 Shares 2,287 Est. Cost $307.35 Unrealized +68.0%
PFE PFIZER INC COM 0.6%
Value ($000) $1,333 Shares 46,084 Est. Cost $18.22 Unrealized +46.4%
WMT WAL MART STORES INC COM 0.6%
Value ($000) $1,329 Shares 16,458 Est. Cost $45.39 Unrealized +59.7%
XLC SPDR COMMUNICATION 0.6%
Value ($000) $1,309 Shares 14,481 Est. Cost $64.63 Unrealized
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $1,286 Shares 17,454 Est. Cost $28.78 Unrealized +133.4%
ENB ENBRIDGE INC 0.6%
Value ($000) $1,265 Shares 31,145 Est. Cost $24.01 Unrealized +47.9%
AZO AUTOZONE INC COM 0.5%
Value ($000) $1,143 Shares 363 Est. Cost $720.72 Unrealized +326.0%
CAT CATERPILLAR INC DEL COM 0.5%
Value ($000) $1,141 Shares 2,918 Est. Cost $174.77 Unrealized +93.8%
D DOMINION RES INC VA NEW COM 0.5%
Value ($000) $1,134 Shares 19,615 Est. Cost $43.15 Unrealized +18.6%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.5%
Value ($000) $1,129 Shares 10,835 Est. Cost $79.03 Unrealized +22.6%
DUK DUKE ENERGY HLDG CORP 0.5%
Value ($000) $1,081 Shares 9,378 Est. Cost $50.39 Unrealized +110.2%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,060 Shares 20,481 Est. Cost $39.03 Unrealized +11.8%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $1,053 Shares 3,991 Est. Cost $200.10 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $1,023 Shares 11,573 Est. Cost $97.15 Unrealized -21.8%
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $1,007 Shares 4,983 Est. Cost $99.41 Unrealized +103.6%
VOO VANGUARD 500 INDEX FUND 0.4%
Value ($000) $969 Shares 1,836 Est. Cost $394.35 Unrealized
GIS GENERAL MLS INC COM 0.4%
Value ($000) $968 Shares 13,106 Est. Cost $37.37 Unrealized +75.7%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $963 Shares 1,086 Est. Cost $446.16 Unrealized +93.2%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.4%
Value ($000) $948 Shares 4,287 Est. Cost $106.97 Unrealized +76.7%
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $919 Shares 7,722 Est. Cost $111.71 Unrealized
XLE SPDR ENERGY 0.4%
Value ($000) $902 Shares 10,269 Est. Cost $60.37 Unrealized
XLK SPDR TECHNOLOGY 0.4%
Value ($000) $866 Shares 3,835 Est. Cost $137.34 Unrealized
NBTB NBT BANCORP INC COM 0.4%
Value ($000) $840 Shares 19,000 Est. Cost $31.65 Unrealized +42.6%
XLB SPDR MATERIALS 0.4%
Value ($000) $835 Shares 8,665 Est. Cost $82.35 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $822 Shares 6,784 Est. Cost $54.61 Unrealized +103.4%
ADP AUTOMATIC DATA PROCESSING INCOM 0.4%
Value ($000) $821 Shares 2,968 Est. Cost $73.29 Unrealized +245.9%
FNB F N B CORP PA 0.4%
Value ($000) $817 Shares 57,937 Est. Cost $7.82 Unrealized +74.7%
EFA ISHARES TR MSCI EAFE INDEX 0.4%
Value ($000) $795 Shares 9,509 Est. Cost $74.89 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $786 Shares 18,828 Est. Cost $36.76 Unrealized +2.7%
UNP UNION PAC CORP COM 0.4%
Value ($000) $784 Shares 3,182 Est. Cost $67.81 Unrealized +246.0%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $754 Shares 3,033 Est. Cost $105.11 Unrealized +121.7%
TGT TARGET CORP 0.3%
Value ($000) $745 Shares 4,779 Est. Cost $146.75 Unrealized -3.9%
PPL PPL CORP, COM 0.3%
Value ($000) $739 Shares 22,354 Est. Cost $17.60 Unrealized +66.1%
LOW LOWES COS INC COM 0.3%
Value ($000) $735 Shares 2,713 Est. Cost $61.01 Unrealized +287.1%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $726 Shares 5,101 Est. Cost $72.15 Unrealized +86.0%
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $699 Shares 12,374 Est. Cost $38.92 Unrealized +40.9%
TMO THERMO FISCHER SCIENTIFIC 0.3%
Value ($000) $695 Shares 1,123 Est. Cost $555.63 Unrealized +6.0%
V VISA CLASS A 0.3%
Value ($000) $688 Shares 2,504 Est. Cost $76.47 Unrealized +250.1%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $680 Shares 7,634 Est. Cost $27.23 Unrealized +21.1%
WM WASTE MANAGEMENT INC NEW 0.3%
Value ($000) $640 Shares 3,082 Est. Cost $149.09 Unrealized +37.0%
ECL ECOLAB INC 0.3%
Value ($000) $625 Shares 2,448 Est. Cost $179.31 Unrealized +34.4%
DHR DANAHER CORP 0.3%
Value ($000) $623 Shares 2,242 Est. Cost $246.81 Unrealized +6.3%
XYL XYLEM INC 0.3%
Value ($000) $620 Shares 4,595 Est. Cost $39.63 Unrealized +232.1%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $604 Shares 2,920 Est. Cost $113.37 Unrealized +66.1%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $589 Shares 4,319 Est. Cost $137.42 Unrealized -12.3%
AWK AMERICAN WATER WORKS 0.3%
Value ($000) $566 Shares 3,869 Est. Cost $39.41 Unrealized +248.2%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $561 Shares 4,619 Est. Cost $52.60 Unrealized +108.8%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $551 Shares 3,159 Est. Cost $138.45 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $546 Shares 1,421 Est. Cost $211.98 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $536 Shares 4,075 Est. Cost $62.08 Unrealized +106.8%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $502 Shares 4,840 Est. Cost $48.73 Unrealized +103.0%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $497 Shares 3,785 Est. Cost $37.40 Unrealized +221.5%
BAC BANKAMERICA CORP NEW 0.2%
Value ($000) $492 Shares 12,390 Est. Cost $24.62 Unrealized +57.5%
T AT&T INC COM 0.2%
Value ($000) $479 Shares 21,757 Est. Cost $14.11 Unrealized +33.1%
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $451 Shares 5,600 Est. Cost $17.13 Unrealized +300.0%
MMM 3M CO 0.2%
Value ($000) $434 Shares 3,174 Est. Cost $95.33 Unrealized +25.0%
MDT MEDTRONIC PLC ORDINARY 0.2%
Value ($000) $394 Shares 4,380 Est. Cost $62.23 Unrealized +29.9%
GE GENERAL ELEC CO COM 0.2%
Value ($000) $378 Shares 2,002 Est. Cost $62.95 Unrealized +166.8%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $374 Shares 37,319 Est. Cost $21.90 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $369 Shares 3,836 Est. Cost $93.25 Unrealized -2.9%
DOW DOW INC COM 0.2%
Value ($000) $358 Shares 6,545 Est. Cost $36.52 Unrealized +31.2%
CTVA CORTEVA INC COM 0.2%
Value ($000) $357 Shares 6,078 Est. Cost $25.02 Unrealized +115.0%
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $355 Shares 755 Est. Cost $95.42 Unrealized +347.0%
XLV SPDR HEALTH CARE 0.2%
Value ($000) $341 Shares 2,213 Est. Cost $126.61 Unrealized
RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 0.2%
Value ($000) $335 Shares 1,870 Est. Cost $176.98 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $334 Shares 4,278 Est. Cost $122.36 Unrealized -45.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $332 Shares 6,497 Est. Cost $23.80 Unrealized +91.3%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $331 Shares 3,393 Est. Cost $38.62 Unrealized +114.5%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $318 Shares 1,950 Est. Cost $38.68 Unrealized +323.9%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $314 Shares 5,412 Est. Cost $45.04 Unrealized +21.5%
USB US BANCORP DEL 0.1%
Value ($000) $309 Shares 6,765 Est. Cost $26.70 Unrealized +54.0%
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $286 Shares 2,785 Est. Cost $48.00 Unrealized +93.8%
XLY SPDR DISCRETIONARY 0.1%
Value ($000) $282 Shares 1,406 Est. Cost $169.05 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $271 Shares 2,357 Est. Cost $77.96 Unrealized
XLF SPDR FINANCIALS 0.1%
Value ($000) $262 Shares 5,775 Est. Cost $34.96 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $242 Shares 684 Est. Cost $62.00 Unrealized +420.6%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $233 Shares 1,193 Est. Cost $178.91 Unrealized +1.4%
XEL XCEL ENERGY INC 0.1%
Value ($000) $222 Shares 3,400 Est. Cost $37.68 Unrealized +50.2%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $208 Shares 3,150 Est. Cost $55.08 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $200 Shares 5,697 Est. Cost $30.79 Unrealized +3.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $194 Shares 1,843 Est. Cost $47.17 Unrealized +122.8%
EXC EXELON CORP COM 0.1%
Value ($000) $169 Shares 4,174 Est. Cost $14.51 Unrealized +146.4%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $168 Shares 5,349 Est. Cost $40.69 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $161 Shares 2,000 Est. Cost $43.70 Unrealized +56.5%
SYY SYSCO CORP COM 0.1%
Value ($000) $161 Shares 2,067 Est. Cost $25.33 Unrealized +184.7%
STT STATE STR CORP COM 0.1%
Value ($000) $149 Shares 1,686 Est. Cost $54.58 Unrealized +44.3%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $147 Shares 3,506 Est. Cost $50.54 Unrealized -15.6%
INTC INTEL CORP COM 0.1%
Value ($000) $146 Shares 6,236 Est. Cost $21.96 Unrealized +13.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $140 Shares 462 Est. Cost $91.24 Unrealized +214.0%
ETN EATON CORP PLC 0.1%
Value ($000) $134 Shares 404 Est. Cost $130.44 Unrealized +130.9%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $133 Shares 2,000 Est. Cost $61.96 Unrealized
GLD GOLD TRUST 0.1%
Value ($000) $122 Shares 500 Est. Cost $118.00 Unrealized
CVS CVS/CAREMARK CORP COM 0.1%
Value ($000) $118 Shares 1,869 Est. Cost $65.50 Unrealized -15.7%
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $117 Shares 2,852 Est. Cost $29.43 Unrealized
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $116 Shares 198 Est. Cost $105.32 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $115 Shares 100 Est. Cost $16.33 Unrealized +349.9%
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $113 Shares 2,199 Est. Cost $63.13 Unrealized -12.2%
XLRE SPDR REAL ESTATE 0.1%
Value ($000) $112 Shares 2,510 Est. Cost $43.02 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.0%
Value ($000) $104 Shares 2,164 Est. Cost $44.78 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $103 Shares 775 Est. Cost $84.54 Unrealized +44.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $100 Shares 1,397 Est. Cost $30.43 Unrealized +109.8%
NWFL NORWOOD FINANCIAL CORPORATION 0.0%
Value ($000) $98 Shares 3,555 Est. Cost $22.77 Unrealized +17.6%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $97 Shares 800 Est. Cost $98.27 Unrealized +20.1%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $97 Shares 380 Est. Cost $158.10 Unrealized +21.2%
DVY I SHARES TR DJ SLECT DIV INDEX 0.0%
Value ($000) $90 Shares 667 Est. Cost $126.85 Unrealized
MARATHON OIL CO 0.0%
Value ($000) $83 Shares 3,111 Est. Cost $21.63 Unrealized
HSY HERSHEY FOODS CORP COM 0.0%
Value ($000) $82 Shares 429 Est. Cost $71.68 Unrealized +159.5%
C CITIGROUP INC NEW 0.0%
Value ($000) $82 Shares 1,302 Est. Cost $51.41 Unrealized +15.6%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $27.77 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $77 Shares 2,278 Est. Cost $19.12 Unrealized +53.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $30.81 Unrealized +15.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $72 Shares 309 Est. Cost $95.36 Unrealized +125.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $69 Shares 266 Est. Cost $47.25 Unrealized +317.2%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $59 Shares 664 Est. Cost $41.14 Unrealized +85.6%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $54 Shares 200 Est. Cost $68.65 Unrealized +286.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $52 Shares 502 Est. Cost $48.28 Unrealized +95.6%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $52 Shares 5,000 Est. Cost $8.80 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $49 Shares 100 Est. Cost $140.55 Unrealized +293.7%
PGX INVESCO EX PFD ETF 0.0%
Value ($000) $49 Shares 4,000 Est. Cost $14.50 Unrealized
BSV VANGUARD B SHORT TERM BOND 0.0%
Value ($000) $49 Shares 625 Est. Cost $80.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $49 Shares 325 Est. Cost $49.58 Unrealized +196.1%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $49 Shares 130 Est. Cost $364.51 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $48 Shares 1,250 Est. Cost $47.18 Unrealized -16.7%
LIN LINDE PLC SHS 0.0%
Value ($000) $48 Shares 100 Est. Cost $322.30 Unrealized +39.0%
XLI SPDR INDUSTRIALS 0.0%
Value ($000) $47 Shares 349 Est. Cost $102.31 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $46 Shares 619 Est. Cost $82.46 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value ($000) $46 Shares 490 Est. Cost $71.08 Unrealized +17.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $44 Shares 331 Est. Cost $64.73 Unrealized +88.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $41 Shares 277 Est. Cost $41.97 Unrealized +223.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $38 Shares 312 Est. Cost $59.16 Unrealized +86.9%
AIR TRANSPORT SERVICES GRP ICOM 0.0%
Value ($000) $36 Shares 2,240 Est. Cost $18.86 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $35 Shares 185 Est. Cost $174.46 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $34 Shares 913 Est. Cost $17.42 Unrealized +113.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $33 Shares 600 Est. Cost $12.09 Unrealized +337.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $31 Shares 326 Est. Cost $34.80 Unrealized +143.1%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value ($000) $31 Shares 800 Est. Cost $37.50 Unrealized
IJR ISHARES S&P 600 INDEX 0.0%
Value ($000) $29 Shares 250 Est. Cost $68.00 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.0%
Value ($000) $29 Shares 1,792 Est. Cost $43.55 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $27 Shares 408 Est. Cost $19.70 Unrealized +185.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $78.46 Unrealized
ESSA BANCORP INC COM 0.0%
Value ($000) $26 Shares 1,370 Est. Cost $15.21 Unrealized
QAI INDEXIQ ETF TR HEDGE MLTI ETF 0.0%
Value ($000) $25 Shares 775 Est. Cost $31.02 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $24 Shares 349 Est. Cost $60.70 Unrealized -0.9%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $24 Shares 568 Est. Cost $37.56 Unrealized +5.4%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $24 Shares 239 Est. Cost $64.39 Unrealized +45.6%
TJX TJX COMPANIES 0.0%
Value ($000) $24 Shares 200 Est. Cost $45.47 Unrealized +147.9%
ENTG ENTEGRIS INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $11.43 Unrealized +929.1%
CSX CSX CORP COM 0.0%
Value ($000) $21 Shares 600 Est. Cost $23.36 Unrealized +42.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $21 Shares 71 Est. Cost $40.85 Unrealized +28.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $65.30 Unrealized +164.7%
EATON VANCE INSURED MUNI BD FD 0.0%
Value ($000) $18 Shares 1,666 Est. Cost $12.61 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $18 Shares 100 Est. Cost $259.62 Unrealized -22.8%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 37 Est. Cost $89.03 Unrealized +365.7%
HAS HASBRO INC COM 0.0%
Value ($000) $16 Shares 218 Est. Cost $76.93 Unrealized -20.2%
DISCOVER FINL SVCS 0.0%
Value ($000) $15 Shares 109 Est. Cost $64.02 Unrealized
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value ($000) $15 Shares 158 Est. Cost $56.33 Unrealized +51.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $15 Shares 1,304 Est. Cost $13.33 Unrealized -18.9%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $15 Shares 619 Est. Cost $25.85 Unrealized
OEF ISHARES S&P 100 0.0%
Value ($000) $14 Shares 50 Est. Cost $105.88 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $99.19 Unrealized +162.5%
FCX FREEPORTMCMORAN COPP CL B 0.0%
Value ($000) $13 Shares 268 Est. Cost $30.06 Unrealized +47.1%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $13 Shares 570 Est. Cost $9.56 Unrealized +115.6%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.52 Unrealized +36.8%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.0%
Value ($000) $12 Shares 234 Est. Cost $41.67 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $12 Shares 75 Est. Cost $85.35 Unrealized +65.4%
TSLA TESLA MOTORS, INC 0.0%
Value ($000) $12 Shares 45 Est. Cost $227.65 Unrealized +0.2%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $12 Shares 99 Est. Cost $110.34 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $12 Shares 69 Est. Cost $150.42 Unrealized
SNY SANOFI AVENTIS SPONSORED ADR 0.0%
Value ($000) $12 Shares 200 Est. Cost $50.00 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 1,249 Est. Cost $18.55 Unrealized -57.9%
GPN GLOBAL PAMENTS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $49.12 Unrealized +108.0%
LFUS LITTLEFUSE INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $84.10 Unrealized +206.3%
VIRTUS CONVERTIBLE & INCOME COM 0.0%
Value ($000) $10 Shares 2,829 Est. Cost $3.35 Unrealized
XLP SPDR STAPLES 0.0%
Value ($000) $10 Shares 119 Est. Cost $73.65 Unrealized
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.19 Unrealized +26.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 12 Est. Cost $66.88 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value ($000) $8 Shares 120 Est. Cost $50.00 Unrealized
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $33.94 Unrealized +37.4%
SOUTHWESTERN ENERGY 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $5.50 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $7 Shares 39 Est. Cost $35.00 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $70.19 Unrealized +132.2%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $6 Shares 375 Est. Cost $13.14 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 77 Est. Cost $30.97 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $5 Shares 600 Est. Cost $69.69 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.22 Unrealized -14.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $47.48 Unrealized +95.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 183 Est. Cost $21.59 Unrealized +13.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $3 Shares 26 Est. Cost $73.75 Unrealized +42.4%
CC CHEMOURS CO COM 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.47 Unrealized -14.2%
EPP ISHARES MSCI PAC JP ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
OPAL OPAL FUELS INC CLASS A COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $9.70 Unrealized -61.2%
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $1 Shares 232 Est. Cost $2.62 Unrealized +119.0%
LUCID GROUP INC COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $25.00 Unrealized
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $1 Shares 205 Est. Cost $4.69 Unrealized -10.8%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.56 Unrealized
AIG AMERICAN INTL GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.86 Unrealized +90.8%
AMPLIFY ETF TR AMPLIFY ALTERNAT 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.18 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.34 Unrealized -7.1%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.79 Unrealized -25.2%
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $10.47 Unrealized -96.8%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +27.1%
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.19 Unrealized +40.0%