PEOPLES FINANCIAL SERVICES CORP. Diversified Active

CIK: 0001056943 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 14, 2025

Total Value ($000): $215,864 (100.0% shares, 0.0% debt)

Holdings (259)

AAPL APPLE COMPUTER INC COM 6.1%
Value ($000) $13,097 Shares 52,299 Est. Cost $85.31 Unrealized +174.9%
PFIS PEOPLES FINL SVCS CORP 5.0%
Value ($000) $10,763 Shares 210,295 Est. Cost $32.73 Unrealized +46.8%
LLY LILLY ELI & CO COM 4.8%
Value ($000) $10,368 Shares 13,430 Est. Cost $72.15 Unrealized +1038.1%
MSFT MICROSOFT CORP 4.6%
Value ($000) $9,880 Shares 23,441 Est. Cost $34.06 Unrealized +1140.0%
AVGO BROADCOM INC NPV 4.2%
Value ($000) $8,977 Shares 38,721 Est. Cost $145.01 Unrealized +26.1%
AMZN AMAZON COM INC COM 3.5%
Value ($000) $7,611 Shares 34,694 Est. Cost $122.03 Unrealized +67.7%
MCD MCDONALDS CORP COM 2.4%
Value ($000) $5,144 Shares 17,746 Est. Cost $89.71 Unrealized +223.5%
PG PROCTER & GAMBLE CO COM 2.4%
Value ($000) $5,116 Shares 30,519 Est. Cost $58.90 Unrealized +181.4%
GOOG ALPHABET INC CAP STK CL C 1.9%
Value ($000) $4,192 Shares 22,013 Est. Cost $107.14 Unrealized +64.0%
JPM J P MORGAN CHASE & CO COM 1.8%
Value ($000) $3,982 Shares 16,613 Est. Cost $58.93 Unrealized +287.0%
ABBV ABBVIE INC 1.8%
Value ($000) $3,929 Shares 22,110 Est. Cost $46.28 Unrealized +283.4%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $3,919 Shares 36,434 Est. Cost $55.87 Unrealized +101.1%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $3,659 Shares 6,949 Est. Cost $96.93 Unrealized +431.0%
AXP AMERICAN EXPRESS CO COM 1.5%
Value ($000) $3,346 Shares 11,274 Est. Cost $66.79 Unrealized +324.6%
BRK/B BERKSHIRE HATHAWAY B NEW 1.4%
Value ($000) $3,091 Shares 6,820 Est. Cost $170.89 Unrealized +170.2%
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $2,906 Shares 20,094 Est. Cost $75.81 Unrealized +97.3%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $2,826 Shares 14,929 Est. Cost $108.39 Unrealized +60.7%
FAST FASTENAL CO COM 1.2%
Value ($000) $2,648 Shares 36,829 Est. Cost $11.28 Unrealized +238.2%
VB VANGUARD SMALL CAP ETF 1.2%
Value ($000) $2,489 Shares 10,358 Est. Cost $190.93 Unrealized
CVX CHEVRONTEXACO CORP COM 1.1%
Value ($000) $2,427 Shares 16,754 Est. Cost $77.18 Unrealized +88.5%
EMR EMERSON ELEC CO COM 1.1%
Value ($000) $2,426 Shares 19,573 Est. Cost $49.15 Unrealized +142.2%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $2,347 Shares 39,652 Est. Cost $21.96 Unrealized +152.1%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $2,297 Shares 4,011 Est. Cost $340.46 Unrealized +60.0%
HD HOME DEPOT INC COM 1.1%
Value ($000) $2,295 Shares 5,901 Est. Cost $231.56 Unrealized +71.6%
MRK MERCK & CO INC NEW 1.0%
Value ($000) $2,244 Shares 22,556 Est. Cost $45.99 Unrealized +114.6%
IVV ISHARES S&P 500 INDEX 1.0%
Value ($000) $2,170 Shares 3,686 Est. Cost $400.12 Unrealized
ORCL ORACLE CORP COM 1.0%
Value ($000) $2,165 Shares 12,995 Est. Cost $36.11 Unrealized +387.0%
APD AIR PRODUCT AND CHEMICALS INC 1.0%
Value ($000) $2,082 Shares 7,177 Est. Cost $109.66 Unrealized +177.2%
MCHP MICROCHIP TECHNOLOGY INC COM 0.9%
Value ($000) $1,969 Shares 34,341 Est. Cost $46.19 Unrealized +43.7%
META FACEBOOK INC 0.9%
Value ($000) $1,960 Shares 3,347 Est. Cost $311.96 Unrealized +87.4%
ADI ANALOG DEVICES INC 0.9%
Value ($000) $1,934 Shares 9,105 Est. Cost $86.14 Unrealized +151.7%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $1,923 Shares 26,822 Est. Cost $53.21 Unrealized +41.0%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $1,856 Shares 12,083 Est. Cost $75.75 Unrealized +110.6%
VZ VERIZON COMMUNICATIONS COM 0.8%
Value ($000) $1,698 Shares 42,478 Est. Cost $28.88 Unrealized +36.4%
SO SOUTHERN CO COM 0.7%
Value ($000) $1,609 Shares 19,551 Est. Cost $27.20 Unrealized +210.7%
PEP PEPSICO INC COM 0.7%
Value ($000) $1,561 Shares 10,267 Est. Cost $59.77 Unrealized +161.9%
BLK BLACKROCK INC COM 0.7%
Value ($000) $1,560 Shares 1,522 Est. Cost $991.05 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value ($000) $1,540 Shares 7,987 Est. Cost $53.48 Unrealized +254.0%
ADBE ADOBE INC COM 0.7%
Value ($000) $1,535 Shares 3,451 Est. Cost $410.03 Unrealized +20.8%
XLU SPDR UTILITIES 0.7%
Value ($000) $1,528 Shares 20,187 Est. Cost $69.66 Unrealized
BA BOEING CO COM 0.7%
Value ($000) $1,516 Shares 8,566 Est. Cost $205.26 Unrealized -23.5%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,497 Shares 13,238 Est. Cost $36.92 Unrealized +206.9%
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.7%
Value ($000) $1,485 Shares 7,819 Est. Cost $157.26 Unrealized
WMT WAL MART STORES INC COM 0.7%
Value ($000) $1,441 Shares 15,946 Est. Cost $45.39 Unrealized +89.0%
XLC SPDR COMMUNICATION 0.6%
Value ($000) $1,394 Shares 14,404 Est. Cost $64.63 Unrealized
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.6%
Value ($000) $1,368 Shares 23,213 Est. Cost $59.77 Unrealized
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.6%
Value ($000) $1,360 Shares 10,815 Est. Cost $79.03 Unrealized +51.2%
DE DEERE & CO COM 0.6%
Value ($000) $1,322 Shares 3,121 Est. Cost $199.49 Unrealized +107.5%
ENB ENBRIDGE INC 0.6%
Value ($000) $1,298 Shares 30,593 Est. Cost $24.01 Unrealized +63.3%
KO COCA COLA CO COM 0.6%
Value ($000) $1,286 Shares 20,651 Est. Cost $27.24 Unrealized +131.6%
AMGN AMGEN INC COM 0.6%
Value ($000) $1,264 Shares 4,850 Est. Cost $140.12 Unrealized +104.1%
VNQ VANGUARD REAL ESTATE 0.6%
Value ($000) $1,239 Shares 13,911 Est. Cost $90.28 Unrealized
AZO AUTOZONE INC COM 0.5%
Value ($000) $1,162 Shares 363 Est. Cost $720.72 Unrealized +339.3%
PFE PFIZER INC COM 0.5%
Value ($000) $1,160 Shares 43,732 Est. Cost $18.22 Unrealized +37.8%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,144 Shares 20,226 Est. Cost $39.03 Unrealized +34.7%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $1,104 Shares 2,272 Est. Cost $307.35 Unrealized +71.5%
CAT CATERPILLAR INC DEL COM 0.5%
Value ($000) $1,055 Shares 2,908 Est. Cost $174.77 Unrealized +118.4%
D DOMINION RES INC VA NEW COM 0.5%
Value ($000) $1,055 Shares 19,582 Est. Cost $43.15 Unrealized +25.2%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $1,054 Shares 3,991 Est. Cost $200.10 Unrealized
DUK DUKE ENERGY HLDG CORP 0.5%
Value ($000) $1,006 Shares 9,335 Est. Cost $50.39 Unrealized +115.9%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $995 Shares 1,086 Est. Cost $446.16 Unrealized +106.8%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $990 Shares 16,584 Est. Cost $28.78 Unrealized +121.0%
VOO VANGUARD 500 INDEX FUND 0.4%
Value ($000) $953 Shares 1,769 Est. Cost $394.35 Unrealized
IBM INTERNATIONAL BUSINESS MACHSCOM 0.4%
Value ($000) $927 Shares 4,219 Est. Cost $106.97 Unrealized +102.2%
XLK SPDR TECHNOLOGY 0.4%
Value ($000) $882 Shares 3,793 Est. Cost $137.34 Unrealized
XLE SPDR ENERGY 0.4%
Value ($000) $879 Shares 10,267 Est. Cost $60.37 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $867 Shares 12,350 Est. Cost $38.92 Unrealized +71.3%
NKE NIKE INC CL B 0.4%
Value ($000) $864 Shares 11,417 Est. Cost $97.15 Unrealized -21.3%
FNB F N B CORP PA 0.4%
Value ($000) $856 Shares 57,937 Est. Cost $7.82 Unrealized +89.3%
GIS GENERAL MLS INC COM 0.4%
Value ($000) $830 Shares 13,021 Est. Cost $37.37 Unrealized +71.5%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $810 Shares 4,978 Est. Cost $99.41 Unrealized +80.2%
ADP AUTOMATIC DATA PROCESSING INCOM 0.4%
Value ($000) $809 Shares 2,765 Est. Cost $73.29 Unrealized +292.8%
V VISA CLASS A 0.4%
Value ($000) $791 Shares 2,504 Est. Cost $76.47 Unrealized +290.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $784 Shares 6,774 Est. Cost $54.61 Unrealized +116.6%
XLB SPDR MATERIALS 0.3%
Value ($000) $728 Shares 8,652 Est. Cost $82.35 Unrealized
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $727 Shares 8,449 Est. Cost $109.50 Unrealized
PPL PPL CORP, COM 0.3%
Value ($000) $724 Shares 22,314 Est. Cost $17.60 Unrealized +80.1%
EFA ISHARES TR MSCI EAFE INDEX 0.3%
Value ($000) $719 Shares 9,506 Est. Cost $74.89 Unrealized
NBTB NBT BANCORP INC COM 0.3%
Value ($000) $716 Shares 15,000 Est. Cost $31.65 Unrealized +50.4%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $712 Shares 3,033 Est. Cost $105.11 Unrealized +136.4%
CMCSA COMCAST CORP 0.3%
Value ($000) $694 Shares 18,495 Est. Cost $36.76 Unrealized +8.8%
LOW LOWES COS INC COM 0.3%
Value ($000) $670 Shares 2,713 Est. Cost $61.01 Unrealized +328.7%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $668 Shares 5,095 Est. Cost $72.15 Unrealized +80.3%
UNP UNION PAC CORP COM 0.3%
Value ($000) $645 Shares 2,828 Est. Cost $67.81 Unrealized +239.5%
TGT TARGET CORP 0.3%
Value ($000) $644 Shares 4,767 Est. Cost $146.75 Unrealized -6.9%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $642 Shares 2,841 Est. Cost $113.37 Unrealized +79.6%
WM WASTE MANAGEMENT INC NEW 0.3%
Value ($000) $622 Shares 3,082 Est. Cost $149.09 Unrealized +41.6%
TMO THERMO FISCHER SCIENTIFIC 0.3%
Value ($000) $584 Shares 1,123 Est. Cost $555.63 Unrealized -1.5%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $571 Shares 7,489 Est. Cost $27.23 Unrealized +24.3%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $571 Shares 1,391 Est. Cost $211.98 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $556 Shares 4,619 Est. Cost $52.60 Unrealized +129.3%
ECL ECOLAB INC 0.3%
Value ($000) $549 Shares 2,343 Est. Cost $179.31 Unrealized +36.9%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $536 Shares 4,254 Est. Cost $137.42 Unrealized -11.0%
XYL XYLEM INC 0.2%
Value ($000) $533 Shares 4,592 Est. Cost $39.63 Unrealized +214.7%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $532 Shares 3,144 Est. Cost $138.45 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $515 Shares 2,242 Est. Cost $246.81 Unrealized -1.2%
T AT&T INC COM 0.2%
Value ($000) $487 Shares 21,402 Est. Cost $14.11 Unrealized +52.4%
AWK AMERICAN WATER WORKS 0.2%
Value ($000) $482 Shares 3,869 Est. Cost $39.41 Unrealized +233.3%
PSX PHILLIPS 66 0.2%
Value ($000) $464 Shares 4,075 Est. Cost $62.08 Unrealized +96.6%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $440 Shares 4,840 Est. Cost $48.73 Unrealized +91.0%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $426 Shares 3,824 Est. Cost $93.25 Unrealized +11.0%
MMM 3M CO 0.2%
Value ($000) $387 Shares 2,996 Est. Cost $95.33 Unrealized +34.7%
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $382 Shares 5,590 Est. Cost $17.13 Unrealized +334.2%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $344 Shares 4,028 Est. Cost $122.36 Unrealized -31.4%
CTVA CORTEVA INC COM 0.2%
Value ($000) $340 Shares 5,965 Est. Cost $25.02 Unrealized +133.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $339 Shares 6,485 Est. Cost $23.80 Unrealized +105.1%
GE GENERAL ELEC CO COM 0.2%
Value ($000) $334 Shares 2,002 Est. Cost $62.95 Unrealized +181.4%
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $333 Shares 625 Est. Cost $95.42 Unrealized +451.7%
RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 0.2%
Value ($000) $332 Shares 1,894 Est. Cost $176.95 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $328 Shares 2,960 Est. Cost $37.40 Unrealized +213.9%
XLV SPDR HEALTH CARE 0.2%
Value ($000) $325 Shares 2,363 Est. Cost $127.31 Unrealized
MDT MEDTRONIC PLC ORDINARY 0.1%
Value ($000) $322 Shares 4,025 Est. Cost $62.23 Unrealized +34.7%
USB US BANCORP DEL 0.1%
Value ($000) $316 Shares 6,610 Est. Cost $26.70 Unrealized +74.7%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $315 Shares 5,100 Est. Cost $45.04 Unrealized +36.9%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $314 Shares 894 Est. Cost $130.77 Unrealized +171.3%
XLY SPDR DISCRETIONARY 0.1%
Value ($000) $312 Shares 1,389 Est. Cost $169.05 Unrealized
VOD VODAFONE GROUP PLC 0.1%
Value ($000) $310 Shares 36,491 Est. Cost $21.90 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $310 Shares 3,393 Est. Cost $38.62 Unrealized +143.2%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $272 Shares 1,950 Est. Cost $38.68 Unrealized +284.8%
XLF SPDR FINANCIALS 0.1%
Value ($000) $268 Shares 5,535 Est. Cost $34.96 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $261 Shares 2,636 Est. Cost $63.76 Unrealized +60.5%
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $257 Shares 2,785 Est. Cost $48.00 Unrealized +94.0%
DOW DOW INC COM 0.1%
Value ($000) $255 Shares 6,363 Est. Cost $36.52 Unrealized +17.6%
XEL XCEL ENERGY INC 0.1%
Value ($000) $230 Shares 3,400 Est. Cost $37.68 Unrealized +71.0%
NVS NOVARTIS AG 0.1%
Value ($000) $203 Shares 2,084 Est. Cost $77.96 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $197 Shares 3,150 Est. Cost $55.08 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $186 Shares 1,144 Est. Cost $178.91 Unrealized -1.4%
STT STATE STR CORP COM 0.1%
Value ($000) $164 Shares 1,676 Est. Cost $54.58 Unrealized +67.2%
KELLOGG CO COM 0.1%
Value ($000) $162 Shares 2,000 Est. Cost $43.70 Unrealized +78.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $158 Shares 5,349 Est. Cost $40.69 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $157 Shares 4,174 Est. Cost $14.51 Unrealized +156.7%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $141 Shares 4,579 Est. Cost $30.79 Unrealized -0.4%
ETN EATON CORP PLC 0.1%
Value ($000) $139 Shares 419 Est. Cost $138.20 Unrealized +151.2%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $136 Shares 6,000 Est. Cost $35.79 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $128 Shares 3,328 Est. Cost $50.54 Unrealized -19.8%
INTC INTEL CORP COM 0.1%
Value ($000) $125 Shares 6,236 Est. Cost $21.96 Unrealized +2.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $124 Shares 1,622 Est. Cost $25.33 Unrealized +191.9%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $123 Shares 198 Est. Cost $105.32 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $122 Shares 462 Est. Cost $91.24 Unrealized +209.0%
GLD GOLD TRUST 0.1%
Value ($000) $121 Shares 500 Est. Cost $118.00 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $121 Shares 368 Est. Cost $158.10 Unrealized +97.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $119 Shares 100 Est. Cost $16.33 Unrealized +393.8%
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $113 Shares 2,296 Est. Cost $62.54 Unrealized -21.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $107 Shares 1,393 Est. Cost $30.43 Unrealized +148.1%
C CITIGROUP INC NEW 0.0%
Value ($000) $106 Shares 1,502 Est. Cost $53.27 Unrealized +22.7%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $105 Shares 783 Est. Cost $98.27 Unrealized +40.2%
XLRE SPDR REAL ESTATE 0.0%
Value ($000) $102 Shares 2,507 Est. Cost $43.02 Unrealized
NWFL NORWOOD FINANCIAL CORPORATION 0.0%
Value ($000) $97 Shares 3,555 Est. Cost $22.77 Unrealized +27.9%
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $96 Shares 2,852 Est. Cost $29.43 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.0%
Value ($000) $95 Shares 2,168 Est. Cost $44.78 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $92 Shares 772 Est. Cost $84.54 Unrealized +43.7%
DVY I SHARES TR DJ SLECT DIV INDEX 0.0%
Value ($000) $91 Shares 696 Est. Cost $127.03 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $76 Shares 200 Est. Cost $68.65 Unrealized +375.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $74 Shares 309 Est. Cost $95.36 Unrealized +156.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $74 Shares 200 Est. Cost $393.53 Unrealized 0.0%
CVS CVS/CAREMARK CORP COM 0.0%
Value ($000) $74 Shares 1,643 Est. Cost $65.50 Unrealized -18.1%
HSY HERSHEY FOODS CORP COM 0.0%
Value ($000) $73 Shares 429 Est. Cost $71.68 Unrealized +141.2%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $27.77 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $60 Shares 266 Est. Cost $47.25 Unrealized +424.3%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $58 Shares 2,000 Est. Cost $30.81 Unrealized +6.9%
MCK MCKESSON CORP 0.0%
Value ($000) $57 Shares 100 Est. Cost $140.55 Unrealized +296.5%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $56 Shares 664 Est. Cost $41.14 Unrealized +107.3%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $52 Shares 130 Est. Cost $364.51 Unrealized
AIR TRANSPORT SERVICES GRP ICOM 0.0%
Value ($000) $49 Shares 2,240 Est. Cost $18.86 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $49 Shares 1,744 Est. Cost $19.12 Unrealized +57.3%
BSV VANGUARD B SHORT TERM BOND 0.0%
Value ($000) $48 Shares 625 Est. Cost $80.00 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $48 Shares 5,000 Est. Cost $8.80 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $46 Shares 331 Est. Cost $64.73 Unrealized +112.1%
PGX INVESCO EX PFD ETF 0.0%
Value ($000) $46 Shares 4,000 Est. Cost $14.50 Unrealized
XLI SPDR INDUSTRIALS 0.0%
Value ($000) $45 Shares 343 Est. Cost $102.31 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $45 Shares 502 Est. Cost $48.28 Unrealized +96.3%
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $45 Shares 619 Est. Cost $82.46 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $42 Shares 100 Est. Cost $322.30 Unrealized +39.2%
NUE NUCOR CORP 0.0%
Value ($000) $38 Shares 325 Est. Cost $49.58 Unrealized +184.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $37 Shares 277 Est. Cost $41.97 Unrealized +223.8%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $37 Shares 312 Est. Cost $59.16 Unrealized +97.3%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.0%
Value ($000) $35 Shares 1,792 Est. Cost $43.55 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $34 Shares 185 Est. Cost $174.46 Unrealized
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $33 Shares 758 Est. Cost $24.62 Unrealized +74.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $33 Shares 913 Est. Cost $17.42 Unrealized +114.5%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $31 Shares 600 Est. Cost $12.09 Unrealized +344.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $31 Shares 326 Est. Cost $34.80 Unrealized +168.3%
IJR ISHARES S&P 600 INDEX 0.0%
Value ($000) $29 Shares 250 Est. Cost $68.00 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $28 Shares 100 Est. Cost $271.73 Unrealized 0.0%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value ($000) $28 Shares 800 Est. Cost $37.50 Unrealized
ESSA BANCORP INC COM 0.0%
Value ($000) $27 Shares 1,370 Est. Cost $15.21 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $78.46 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $25 Shares 408 Est. Cost $19.70 Unrealized +216.7%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $25 Shares 100 Est. Cost $259.62 Unrealized -2.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $25 Shares 568 Est. Cost $37.56 Unrealized +12.7%
QAI INDEXIQ ETF TR HEDGE MLTI ETF 0.0%
Value ($000) $24 Shares 775 Est. Cost $31.02 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $24 Shares 200 Est. Cost $45.47 Unrealized +158.9%
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value ($000) $24 Shares 302 Est. Cost $71.08 Unrealized +19.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $21 Shares 160 Est. Cost $132.27 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $11.43 Unrealized +817.4%
CSX CSX CORP COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $23.36 Unrealized +44.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $65.30 Unrealized +190.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $19 Shares 109 Est. Cost $64.02 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $19 Shares 355 Est. Cost $52.51 Unrealized +5.6%
TSLA TESLA MOTORS, INC 0.0%
Value ($000) $18 Shares 45 Est. Cost $227.65 Unrealized +41.3%
EATON VANCE INSURED MUNI BD FD 0.0%
Value ($000) $17 Shares 1,666 Est. Cost $12.61 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 37 Est. Cost $89.03 Unrealized +423.4%
XLP SPDR STAPLES 0.0%
Value ($000) $17 Shares 216 Est. Cost $75.87 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $34.52 Unrealized +74.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $16 Shares 176 Est. Cost $99.45 Unrealized 0.0%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $15 Shares 182 Est. Cost $64.39 Unrealized +39.6%
OEF ISHARES S&P 100 0.0%
Value ($000) $14 Shares 50 Est. Cost $105.88 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $14 Shares 619 Est. Cost $25.85 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $13 Shares 570 Est. Cost $9.56 Unrealized +146.3%
ISRG INTUITIVE SURGICAL INC. 0.0%
Value ($000) $13 Shares 25 Est. Cost $520.85 Unrealized 0.0%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $13 Shares 99 Est. Cost $110.34 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $12 Shares 218 Est. Cost $76.93 Unrealized -19.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $12 Shares 75 Est. Cost $85.35 Unrealized +84.4%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $99.19 Unrealized +165.1%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value ($000) $12 Shares 158 Est. Cost $56.33 Unrealized +34.4%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $11 Shares 124 Est. Cost $97.31 Unrealized 0.0%
GPN GLOBAL PAMENTS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $49.12 Unrealized +119.6%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $11 Shares 69 Est. Cost $150.42 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $11 Shares 12 Est. Cost $66.88 Unrealized +23.1%
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $36.19 Unrealized +43.0%
FCX FREEPORTMCMORAN COPP CL B 0.0%
Value ($000) $10 Shares 268 Est. Cost $30.06 Unrealized +46.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $10 Shares 804 Est. Cost $13.33 Unrealized -12.7%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $10 Shares 149 Est. Cost $60.70 Unrealized +15.3%
VIRTUS CONVERTIBLE & INCOME COM 0.0%
Value ($000) $10 Shares 2,829 Est. Cost $3.35 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 922 Est. Cost $18.55 Unrealized -49.9%
SNY SANOFI AVENTIS SPONSORED ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $41.67 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $47.18 Unrealized -17.7%
LFUS LITTLEFUSE INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $84.10 Unrealized +196.6%
ALLE ALLEGION PLC 0.0%
Value ($000) $9 Shares 66 Est. Cost $139.95 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $9 Shares 86 Est. Cost $89.24 Unrealized 0.0%
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $106.02 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $8 Shares 160 Est. Cost $47.42 Unrealized 0.0%
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $33.94 Unrealized +46.9%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value ($000) $7 Shares 120 Est. Cost $50.00 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $7 Shares 375 Est. Cost $13.14 Unrealized
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $5 Shares 16 Est. Cost $361.54 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 77 Est. Cost $30.97 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.22 Unrealized -19.2%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $5 Shares 500 Est. Cost $69.69 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $47.48 Unrealized +107.1%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $3 Shares 26 Est. Cost $73.75 Unrealized +43.7%
CC CHEMOURS CO COM 0.0%
Value ($000) $2 Shares 131 Est. Cost $22.47 Unrealized -17.2%
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
WAB WABTEC CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $70.19 Unrealized +174.2%
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 -62.4%
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $1 Shares 217 Est. Cost $2.62 Unrealized +155.5%
LUCID GROUP INC COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $25.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.59 Unrealized +34.8%
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $10.47 Unrealized -92.9%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.56 Unrealized
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $1 Shares 205 Est. Cost $4.69 Unrealized -16.7%
AIG AMERICAN INTL GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.86 Unrealized +93.5%
AMPLIFY ETF TR AMPLIFY ALTERNAT 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.18 Unrealized
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.79 Unrealized -29.8%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +25.4%
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.19 Unrealized +75.4%