PEOPLES FINANCIAL SERVICES CORP. Diversified Active

CIK: 0001056943 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 17, 2025

Total Value ($000): $202,347 (100.0% shares, 0.0% debt)

Holdings (257)

MSFT MICROSOFT CORP 5.1%
Value ($000) $10,234 Shares 20,575 Est. Cost $34.06 Unrealized +1169.4%
PFIS PEOPLES FINL SVCS CORP 5.0%
Value ($000) $10,102 Shares 204,660 Est. Cost $32.73 Unrealized +37.1%
LLY LILLY ELI & CO COM 4.9%
Value ($000) $9,837 Shares 12,619 Est. Cost $72.15 Unrealized +972.0%
AAPL APPLE COMPUTER INC COM 4.6%
Value ($000) $9,259 Shares 45,129 Est. Cost $85.31 Unrealized +136.1%
AVGO BROADCOM INC NPV 4.4%
Value ($000) $8,804 Shares 31,939 Est. Cost $145.01 Unrealized +48.9%
AMZN AMAZON COM INC COM 3.5%
Value ($000) $7,056 Shares 32,161 Est. Cost $122.03 Unrealized +62.2%
MCD MCDONALDS CORP COM 2.5%
Value ($000) $5,001 Shares 17,116 Est. Cost $89.71 Unrealized +238.4%
PG PROCTER & GAMBLE CO COM 2.3%
Value ($000) $4,653 Shares 29,206 Est. Cost $58.90 Unrealized +173.0%
JPM J P MORGAN CHASE & CO COM 2.1%
Value ($000) $4,247 Shares 14,649 Est. Cost $58.93 Unrealized +328.8%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $3,893 Shares 36,113 Est. Cost $55.87 Unrealized +87.1%
ABBV ABBVIE INC 1.8%
Value ($000) $3,694 Shares 19,899 Est. Cost $46.28 Unrealized +294.7%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $3,470 Shares 19,560 Est. Cost $107.14 Unrealized +53.9%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $3,417 Shares 6,080 Est. Cost $96.93 Unrealized +469.0%
AXP AMERICAN EXPRESS CO COM 1.6%
Value ($000) $3,151 Shares 9,879 Est. Cost $66.79 Unrealized +318.3%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $3,000 Shares 19,637 Est. Cost $75.81 Unrealized +99.0%
BRK/B BERKSHIRE HATHAWAY B NEW 1.5%
Value ($000) $2,973 Shares 6,120 Est. Cost $170.89 Unrealized +197.2%
FAST FASTENAL CO COM 1.5%
Value ($000) $2,944 Shares 70,094 Est. Cost $25.32 Unrealized +58.4%
ORCL ORACLE CORP COM 1.4%
Value ($000) $2,831 Shares 12,951 Est. Cost $40.76 Unrealized +294.5%
EFA ISHARES TR MSCI EAFE INDEX 1.4%
Value ($000) $2,789 Shares 31,203 Est. Cost $79.66 Unrealized
EMR EMERSON ELEC CO COM 1.2%
Value ($000) $2,496 Shares 18,724 Est. Cost $49.15 Unrealized +131.0%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $2,492 Shares 35,916 Est. Cost $21.96 Unrealized +174.9%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $2,402 Shares 13,632 Est. Cost $108.39 Unrealized +50.7%
CVX CHEVRONTEXACO CORP COM 1.2%
Value ($000) $2,373 Shares 16,572 Est. Cost $77.18 Unrealized +77.5%
QLV FLEXSHARES TR US QT LW VLTY 1.1%
Value ($000) $2,260 Shares 33,185 Est. Cost $68.10 Unrealized
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,080 Shares 2,939 Est. Cost $340.46 Unrealized +67.9%
ADI ANALOG DEVICES INC 0.9%
Value ($000) $1,910 Shares 8,026 Est. Cost $86.14 Unrealized +139.2%
VB VANGUARD SMALL CAP ETF 0.9%
Value ($000) $1,861 Shares 7,852 Est. Cost $190.93 Unrealized
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $1,811 Shares 26,092 Est. Cost $53.21 Unrealized +28.0%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $1,803 Shares 22,778 Est. Cost $45.99 Unrealized +68.3%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,768 Shares 4,822 Est. Cost $231.56 Unrealized +53.7%
META META PLATFORMS INC 0.9%
Value ($000) $1,765 Shares 2,391 Est. Cost $311.96 Unrealized +97.7%
VZ VERIZON COMMUNICATIONS COM 0.8%
Value ($000) $1,708 Shares 39,467 Est. Cost $28.88 Unrealized +44.8%
ABT ABBOTT LABS COM 0.8%
Value ($000) $1,706 Shares 12,546 Est. Cost $36.92 Unrealized +253.7%
APD AIR PRODUCT AND CHEMICALS INC 0.8%
Value ($000) $1,674 Shares 5,935 Est. Cost $109.66 Unrealized +144.5%
SO SOUTHERN CO COM 0.8%
Value ($000) $1,662 Shares 18,102 Est. Cost $27.20 Unrealized +223.5%
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value ($000) $1,488 Shares 7,981 Est. Cost $53.48 Unrealized +210.3%
QCOM QUALCOMM INC COM 0.7%
Value ($000) $1,471 Shares 9,237 Est. Cost $75.75 Unrealized +91.5%
KO COCA COLA CO COM 0.7%
Value ($000) $1,461 Shares 20,651 Est. Cost $27.24 Unrealized +156.2%
XLU SPDR UTILITIES 0.7%
Value ($000) $1,362 Shares 16,687 Est. Cost $69.66 Unrealized
ENB ENBRIDGE INC 0.7%
Value ($000) $1,349 Shares 29,771 Est. Cost $24.01 Unrealized +82.4%
AZO AUTOZONE INC COM 0.7%
Value ($000) $1,348 Shares 363 Est. Cost $720.72 Unrealized +411.4%
BA BOEING CO COM 0.6%
Value ($000) $1,306 Shares 6,233 Est. Cost $205.26 Unrealized -8.0%
BLK BLACKROCK INC COM 0.6%
Value ($000) $1,282 Shares 1,222 Est. Cost $991.05 Unrealized -5.8%
DE DEERE & CO COM 0.6%
Value ($000) $1,255 Shares 2,468 Est. Cost $199.49 Unrealized +143.0%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.6%
Value ($000) $1,238 Shares 8,787 Est. Cost $79.03 Unrealized +53.0%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.6%
Value ($000) $1,204 Shares 4,084 Est. Cost $106.97 Unrealized +137.3%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,197 Shares 9,062 Est. Cost $59.77 Unrealized +119.2%
VO VANGUARD MID CAP ETF 0.6%
Value ($000) $1,196 Shares 4,276 Est. Cost $204.86 Unrealized
AMGN AMGEN INC COM 0.6%
Value ($000) $1,139 Shares 4,079 Est. Cost $140.12 Unrealized +98.2%
VNQ VANGUARD REAL ESTATE 0.6%
Value ($000) $1,114 Shares 12,505 Est. Cost $90.28 Unrealized
DUK DUKE ENERGY HLDG CORP 0.5%
Value ($000) $1,099 Shares 9,312 Est. Cost $50.39 Unrealized +129.1%
ADBE ADOBE INC COM 0.5%
Value ($000) $1,075 Shares 2,779 Est. Cost $410.03 Unrealized -6.0%
D DOMINION RES INC VA NEW COM 0.5%
Value ($000) $1,052 Shares 18,609 Est. Cost $43.15 Unrealized +23.2%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,031 Shares 15,284 Est. Cost $28.78 Unrealized +126.3%
VOO VANGUARD 500 INDEX FUND 0.5%
Value ($000) $1,022 Shares 1,799 Est. Cost $396.28 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $989 Shares 6,774 Est. Cost $54.61 Unrealized +141.3%
PFE PFIZER INC COM 0.5%
Value ($000) $978 Shares 40,364 Est. Cost $18.22 Unrealized +22.7%
WFC WELLS FARGO & CO NEW COM 0.5%
Value ($000) $941 Shares 11,739 Est. Cost $38.92 Unrealized +82.8%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $933 Shares 20,151 Est. Cost $39.03 Unrealized +21.0%
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.5%
Value ($000) $914 Shares 13,223 Est. Cost $59.77 Unrealized
WMT WAL MART STORES INC COM 0.4%
Value ($000) $879 Shares 8,990 Est. Cost $45.39 Unrealized +108.8%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $876 Shares 1,891 Est. Cost $307.35 Unrealized +49.4%
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $855 Shares 2,202 Est. Cost $174.77 Unrealized +89.3%
FNB F N B CORP PA 0.4%
Value ($000) $845 Shares 57,937 Est. Cost $7.82 Unrealized +69.6%
XLC SPDR COMMUNICATION 0.4%
Value ($000) $845 Shares 7,783 Est. Cost $64.63 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $841 Shares 4,619 Est. Cost $52.60 Unrealized +218.2%
NKE NIKE INC CL B 0.4%
Value ($000) $798 Shares 11,229 Est. Cost $96.31 Unrealized -38.7%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $766 Shares 774 Est. Cost $446.16 Unrealized +122.1%
PPL PPL CORP, COM 0.4%
Value ($000) $744 Shares 21,964 Est. Cost $17.60 Unrealized +93.4%
XLB SPDR MATERIALS 0.4%
Value ($000) $725 Shares 8,252 Est. Cost $82.39 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $700 Shares 2,733 Est. Cost $105.11 Unrealized +121.7%
V VISA CLASS A 0.3%
Value ($000) $682 Shares 1,920 Est. Cost $76.47 Unrealized +353.7%
ADP AUTOMATIC DATA PROCESSING INCOM 0.3%
Value ($000) $678 Shares 2,198 Est. Cost $73.29 Unrealized +312.6%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $660 Shares 2,836 Est. Cost $113.37 Unrealized +76.1%
T AT&T INC COM 0.3%
Value ($000) $648 Shares 22,402 Est. Cost $14.69 Unrealized +83.6%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $646 Shares 12,466 Est. Cost $37.37 Unrealized +43.9%
UNP UNION PAC CORP COM 0.3%
Value ($000) $644 Shares 2,800 Est. Cost $67.81 Unrealized +222.2%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $643 Shares 4,991 Est. Cost $72.15 Unrealized +82.6%
CMCSA COMCAST CORP 0.3%
Value ($000) $638 Shares 17,882 Est. Cost $36.76 Unrealized -7.7%
NBTB NBT BANCORP INC COM 0.3%
Value ($000) $623 Shares 15,000 Est. Cost $31.65 Unrealized +31.5%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $622 Shares 3,398 Est. Cost $99.41 Unrealized +58.4%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $610 Shares 1,391 Est. Cost $211.98 Unrealized
XLE SPDR ENERGY 0.3%
Value ($000) $604 Shares 7,121 Est. Cost $60.37 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.3%
Value ($000) $578 Shares 8,211 Est. Cost $46.19 Unrealized +16.7%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $556 Shares 3,144 Est. Cost $138.45 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $544 Shares 2,450 Est. Cost $64.29 Unrealized +243.2%
XYL XYLEM INC 0.3%
Value ($000) $542 Shares 4,187 Est. Cost $39.63 Unrealized +203.3%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $515 Shares 7,466 Est. Cost $109.50 Unrealized
GE GENERAL ELEC CO COM 0.3%
Value ($000) $515 Shares 2,002 Est. Cost $62.95 Unrealized +247.2%
IVV ISHARES S&P 500 INDEX 0.3%
Value ($000) $513 Shares 826 Est. Cost $400.12 Unrealized
AWK AMERICAN WATER WORKS 0.2%
Value ($000) $501 Shares 3,601 Est. Cost $39.41 Unrealized +258.1%
WM WASTE MANAGEMENT INC NEW 0.2%
Value ($000) $489 Shares 2,139 Est. Cost $149.09 Unrealized +54.0%
FRAF FRANKLIN FINL SVCS CORP COM 0.2%
Value ($000) $488 Shares 14,106 Est. Cost $33.74 Unrealized +6.7%
PSX PHILLIPS 66 0.2%
Value ($000) $486 Shares 4,075 Est. Cost $62.08 Unrealized +76.3%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $479 Shares 6,989 Est. Cost $27.23 Unrealized +0.3%
MMM 3M CO 0.2%
Value ($000) $448 Shares 2,942 Est. Cost $95.33 Unrealized +48.2%
CTVA CORTEVA INC COM 0.2%
Value ($000) $439 Shares 5,889 Est. Cost $25.02 Unrealized +164.5%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $428 Shares 4,705 Est. Cost $48.73 Unrealized +84.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $421 Shares 525 Est. Cost $693.02 Unrealized
NVDA NVIDIA CORP COM 0.2%
Value ($000) $415 Shares 2,625 Est. Cost $117.80 Unrealized +6.8%
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $409 Shares 5,590 Est. Cost $17.13 Unrealized +293.0%
ECL ECOLAB INC 0.2%
Value ($000) $404 Shares 1,499 Est. Cost $179.31 Unrealized +40.7%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $398 Shares 3,944 Est. Cost $137.42 Unrealized -31.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $380 Shares 6,485 Est. Cost $23.80 Unrealized +135.1%
TGT TARGET CORP 0.2%
Value ($000) $372 Shares 3,769 Est. Cost $145.39 Unrealized -35.8%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $348 Shares 2,806 Est. Cost $93.25 Unrealized +10.2%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $346 Shares 3,779 Est. Cost $43.60 Unrealized +95.4%
XLK SPDR TECHNOLOGY 0.2%
Value ($000) $340 Shares 1,343 Est. Cost $139.03 Unrealized
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $334 Shares 625 Est. Cost $95.42 Unrealized +413.8%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $332 Shares 2,910 Est. Cost $37.40 Unrealized +196.5%
MPC MARATHON PETROLEUM CORP 0.2%
Value ($000) $324 Shares 1,950 Est. Cost $38.68 Unrealized +282.3%
MDT MEDTRONIC PLC ORDINARY 0.2%
Value ($000) $322 Shares 3,696 Est. Cost $62.23 Unrealized +34.2%
RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 0.2%
Value ($000) $310 Shares 1,705 Est. Cost $176.55 Unrealized
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $290 Shares 5,100 Est. Cost $45.04 Unrealized +20.5%
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $289 Shares 2,785 Est. Cost $48.00 Unrealized +112.5%
DHR DANAHER CORP 0.1%
Value ($000) $288 Shares 1,456 Est. Cost $246.81 Unrealized -21.8%
XLV SPDR HEALTH CARE 0.1%
Value ($000) $285 Shares 2,113 Est. Cost $127.31 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $283 Shares 6,253 Est. Cost $26.70 Unrealized +52.7%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $273 Shares 913 Est. Cost $135.79 Unrealized +123.1%
VOD VODAFONE GROUP PLC 0.1%
Value ($000) $269 Shares 25,253 Est. Cost $21.90 Unrealized
XLF SPDR FINANCIALS 0.1%
Value ($000) $258 Shares 4,923 Est. Cost $34.96 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $254 Shares 3,425 Est. Cost $122.36 Unrealized -44.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $237 Shares 2,636 Est. Cost $63.76 Unrealized +38.1%
TMO THERMO FISCHER SCIENTIFIC 0.1%
Value ($000) $234 Shares 576 Est. Cost $555.63 Unrealized -24.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $232 Shares 3,400 Est. Cost $37.68 Unrealized +80.0%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $228 Shares 8,829 Est. Cost $28.80 Unrealized -7.4%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $222 Shares 3,150 Est. Cost $55.08 Unrealized
XLY SPDR DISCRETIONARY 0.1%
Value ($000) $215 Shares 989 Est. Cost $169.05 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $212 Shares 1,755 Est. Cost $77.96 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $195 Shares 368 Est. Cost $158.10 Unrealized +163.1%
EXC EXELON CORP COM 0.1%
Value ($000) $181 Shares 4,174 Est. Cost $14.51 Unrealized +200.2%
STT STATE STR CORP COM 0.1%
Value ($000) $177 Shares 1,666 Est. Cost $54.58 Unrealized +65.9%
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.1%
Value ($000) $168 Shares 874 Est. Cost $157.26 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $162 Shares 6,113 Est. Cost $36.52 Unrealized -23.9%
KELLOGG CO COM 0.1%
Value ($000) $159 Shares 2,000 Est. Cost $43.70 Unrealized +83.5%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $157 Shares 5,249 Est. Cost $40.69 Unrealized
GLD GOLD TRUST 0.1%
Value ($000) $152 Shares 500 Est. Cost $118.00 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $146 Shares 410 Est. Cost $138.20 Unrealized +121.9%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $143 Shares 6,000 Est. Cost $35.79 Unrealized
ONTO ONTO INNOVATION INC COM 0.1%
Value ($000) $141 Shares 1,400 Est. Cost $146.38 Unrealized -27.0%
C CITIGROUP INC NEW 0.1%
Value ($000) $136 Shares 1,593 Est. Cost $54.59 Unrealized +30.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $135 Shares 1,500 Est. Cost $86.19 Unrealized +5.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $135 Shares 462 Est. Cost $91.24 Unrealized +198.6%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $131 Shares 198 Est. Cost $105.32 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $127 Shares 1,393 Est. Cost $30.43 Unrealized +175.9%
DVY I SHARES TR DJ SLECT DIV INDEX 0.1%
Value ($000) $126 Shares 951 Est. Cost $128.86 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $124 Shares 5,548 Est. Cost $21.96 Unrealized -5.7%
SYY SYSCO CORP COM 0.1%
Value ($000) $123 Shares 1,622 Est. Cost $25.33 Unrealized +180.6%
CVS CVS/CAREMARK CORP COM 0.1%
Value ($000) $113 Shares 1,638 Est. Cost $65.50 Unrealized -2.0%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $112 Shares 3,328 Est. Cost $50.54 Unrealized -32.8%
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $109 Shares 2,596 Est. Cost $60.33 Unrealized -31.8%
VWO VANGUARD EMERGING MARKETS ETF 0.1%
Value ($000) $108 Shares 2,187 Est. Cost $44.86 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.1%
Value ($000) $104 Shares 2,000 Est. Cost $27.77 Unrealized
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $103 Shares 2,692 Est. Cost $29.43 Unrealized
QAI INDEXIQ ETF TR HEDGE MLTI ETF 0.1%
Value ($000) $103 Shares 3,182 Est. Cost $31.23 Unrealized
NWFL NORWOOD FINANCIAL CORPORATION 0.0%
Value ($000) $92 Shares 3,555 Est. Cost $22.77 Unrealized +10.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $88 Shares 772 Est. Cost $84.54 Unrealized +25.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $87 Shares 200 Est. Cost $393.53 Unrealized -0.1%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $86 Shares 266 Est. Cost $47.25 Unrealized +458.4%
XLRE SPDR REAL ESTATE 0.0%
Value ($000) $83 Shares 2,007 Est. Cost $42.93 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $83 Shares 309 Est. Cost $95.36 Unrealized +173.4%
MCK MCKESSON CORP 0.0%
Value ($000) $73 Shares 100 Est. Cost $140.55 Unrealized +400.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $72 Shares 350 Est. Cost $185.70 Unrealized 0.0%
HSY HERSHEY FOODS CORP COM 0.0%
Value ($000) $71 Shares 429 Est. Cost $71.68 Unrealized +125.5%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $8.80 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $61 Shares 2,000 Est. Cost $30.81 Unrealized -2.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $57 Shares 363 Est. Cost $178.91 Unrealized -12.0%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $56 Shares 664 Est. Cost $41.14 Unrealized +91.8%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $55 Shares 130 Est. Cost $364.51 Unrealized
XLI SPDR INDUSTRIALS 0.0%
Value ($000) $51 Shares 343 Est. Cost $102.31 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $50 Shares 502 Est. Cost $48.28 Unrealized +114.8%
BSV VANGUARD B SHORT TERM BOND 0.0%
Value ($000) $49 Shares 625 Est. Cost $80.00 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $48 Shares 200 Est. Cost $68.65 Unrealized +301.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $47 Shares 100 Est. Cost $322.30 Unrealized +40.3%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $46 Shares 316 Est. Cost $64.73 Unrealized +127.9%
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $46 Shares 619 Est. Cost $82.46 Unrealized
PGX INVESCO EX PFD ETF 0.0%
Value ($000) $45 Shares 4,000 Est. Cost $14.50 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $42 Shares 325 Est. Cost $49.58 Unrealized +133.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $42 Shares 202 Est. Cost $174.27 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $36 Shares 185 Est. Cost $174.46 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $35 Shares 100 Est. Cost $259.62 Unrealized -10.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $34 Shares 913 Est. Cost $17.42 Unrealized +106.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $34 Shares 326 Est. Cost $34.80 Unrealized +199.6%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value ($000) $34 Shares 800 Est. Cost $37.50 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $34 Shares 600 Est. Cost $12.09 Unrealized +334.4%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $34 Shares 312 Est. Cost $59.16 Unrealized +69.5%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $33 Shares 708 Est. Cost $24.62 Unrealized +68.3%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.0%
Value ($000) $32 Shares 1,792 Est. Cost $43.55 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $30 Shares 408 Est. Cost $19.70 Unrealized +256.4%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $30 Shares 253 Est. Cost $41.97 Unrealized +162.9%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $28 Shares 300 Est. Cost $78.46 Unrealized
IJR ISHARES S&P 600 INDEX 0.0%
Value ($000) $27 Shares 250 Est. Cost $68.00 Unrealized
ESSA BANCORP INC COM 0.0%
Value ($000) $26 Shares 1,333 Est. Cost $15.21 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $25 Shares 200 Est. Cost $45.47 Unrealized +176.8%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $24 Shares 568 Est. Cost $37.56 Unrealized +1.2%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $24 Shares 944 Est. Cost $19.12 Unrealized +33.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $24 Shares 160 Est. Cost $132.27 Unrealized +9.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $24 Shares 111 Est. Cost $185.05 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $23 Shares 100 Est. Cost $271.73 Unrealized -20.8%
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value ($000) $22 Shares 302 Est. Cost $71.08 Unrealized -2.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $65.30 Unrealized +201.5%
CSX CSX CORP COM 0.0%
Value ($000) $20 Shares 600 Est. Cost $23.36 Unrealized +27.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $19 Shares 355 Est. Cost $52.51 Unrealized -3.7%
XLP SPDR STAPLES 0.0%
Value ($000) $17 Shares 216 Est. Cost $75.87 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $34.52 Unrealized +60.3%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $99.19 Unrealized +179.0%
EATON VANCE INSURED MUNI BD FD 0.0%
Value ($000) $16 Shares 1,666 Est. Cost $12.61 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $16 Shares 218 Est. Cost $76.93 Unrealized -19.9%
NFLX NETFLIX INC COM 0.0%
Value ($000) $16 Shares 12 Est. Cost $66.88 Unrealized +69.1%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $16 Shares 181 Est. Cost $64.39 Unrealized +39.1%
OEF ISHARES S&P 100 0.0%
Value ($000) $15 Shares 50 Est. Cost $105.88 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $15 Shares 176 Est. Cost $99.45 Unrealized -20.8%
TSLA TESLA MOTORS, INC 0.0%
Value ($000) $14 Shares 45 Est. Cost $227.65 Unrealized +32.3%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value ($000) $14 Shares 619 Est. Cost $25.85 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $14 Shares 99 Est. Cost $110.34 Unrealized
ISRG INTUITIVE SURGICAL INC. 0.0%
Value ($000) $14 Shares 25 Est. Cost $520.85 Unrealized +0.4%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $13 Shares 570 Est. Cost $9.56 Unrealized +115.4%
FCX FREEPORTMCMORAN COPP CL B 0.0%
Value ($000) $12 Shares 268 Est. Cost $30.06 Unrealized +25.4%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $41.67 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $11 Shares 69 Est. Cost $150.42 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $10 Shares 86 Est. Cost $89.24 Unrealized +22.3%
VIRTUS CONVERTABLE & INCOME COM 0.0%
Value ($000) $10 Shares 707 Est. Cost $12.93 Unrealized
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $36.19 Unrealized +30.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 848 Est. Cost $18.55 Unrealized -49.7%
SNY SANOFI AVENTIS SPONSORED ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $10 Shares 66 Est. Cost $139.95 Unrealized -2.6%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $47.18 Unrealized -17.5%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $9 Shares 124 Est. Cost $97.31 Unrealized -22.0%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value ($000) $9 Shares 158 Est. Cost $56.33 Unrealized -3.4%
CLX CLOROX COMPANY 0.0%
Value ($000) $9 Shares 75 Est. Cost $85.35 Unrealized +52.8%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value ($000) $8 Shares 120 Est. Cost $50.00 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $8 Shares 99 Est. Cost $60.70 Unrealized +16.7%
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $106.02 Unrealized -9.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $47.42 Unrealized -5.7%
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $33.94 Unrealized +17.0%
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $7 Shares 16 Est. Cost $361.54 Unrealized +5.9%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $6 Shares 375 Est. Cost $13.14 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $6 Shares 500 Est. Cost $69.69 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $6 Shares 618 Est. Cost $13.33 Unrealized -38.5%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.22 Unrealized -19.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 62 Est. Cost $30.97 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $47.48 Unrealized +101.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $3 Shares 26 Est. Cost $73.75 Unrealized +30.4%
EPP ISHARES MSCI PAC JP ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $70.19 Unrealized +173.1%
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $10.47 Unrealized -72.1%
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.59 Unrealized +67.5%
OPAL OPAL FUELS INC CLASS A COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $9.70 Unrealized -76.1%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 96 Est. Cost $22.47 Unrealized -50.7%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.56 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $25.00 Unrealized
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $1 Shares 217 Est. Cost $2.62 Unrealized +67.8%
MJ AMPLIFY ETF TR ALTRNTV HARV ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.50 Unrealized
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.79 Unrealized -52.3%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +52.1%
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.19 Unrealized +88.7%