PEOPLES FINANCIAL SERVICES CORP. Diversified Active

CIK: 0001056943 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $221,442 (100.0% shares, 0.0% debt)

Holdings (261)

AAPL APPLE COMPUTER INC COM 5.3%
Value ($000) $11,728 Shares 46,060 Est. Cost $88.15 Unrealized +155.9%
MSFT MICROSOFT CORP 4.7%
Value ($000) $10,424 Shares 20,125 Est. Cost $34.06 Unrealized +1393.5%
AVGO BROADCOM INC NPV 4.3%
Value ($000) $9,539 Shares 28,915 Est. Cost $145.01 Unrealized +110.8%
LLY LILLY ELI & CO COM 4.3%
Value ($000) $9,521 Shares 12,478 Est. Cost $72.15 Unrealized +928.8%
PFIS PEOPLES FINL SVCS CORP 4.1%
Value ($000) $9,154 Shares 188,308 Est. Cost $32.73 Unrealized +53.0%
AMZN AMAZON COM INC COM 3.3%
Value ($000) $7,267 Shares 33,097 Est. Cost $124.98 Unrealized +81.1%
MCD MCDONALDS CORP COM 2.3%
Value ($000) $5,179 Shares 17,044 Est. Cost $89.71 Unrealized +236.0%
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $4,764 Shares 19,560 Est. Cost $107.14 Unrealized +95.9%
JPM J P MORGAN CHASE & CO COM 2.1%
Value ($000) $4,604 Shares 14,597 Est. Cost $58.93 Unrealized +402.2%
PG PROCTER & GAMBLE CO COM 2.1%
Value ($000) $4,591 Shares 29,877 Est. Cost $61.05 Unrealized +153.7%
ABBV ABBVIE INC 2.1%
Value ($000) $4,577 Shares 19,768 Est. Cost $46.28 Unrealized +336.4%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $4,147 Shares 36,781 Est. Cost $56.85 Unrealized +93.0%
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $3,740 Shares 20,173 Est. Cost $78.30 Unrealized +116.5%
MA MASTERCARD INCORPORATED 1.6%
Value ($000) $3,558 Shares 6,256 Est. Cost $110.33 Unrealized +419.8%
GOOGL ALPHABET INC CAP STK CL A 1.6%
Value ($000) $3,532 Shares 14,528 Est. Cost $114.60 Unrealized +82.5%
ORCL ORACLE CORP COM 1.6%
Value ($000) $3,513 Shares 12,492 Est. Cost $40.76 Unrealized +523.6%
AXP AMERICAN EXPRESS CO COM 1.6%
Value ($000) $3,445 Shares 10,373 Est. Cost $78.68 Unrealized +302.3%
FAST FASTENAL CO COM 1.5%
Value ($000) $3,359 Shares 68,499 Est. Cost $25.32 Unrealized +85.4%
BRK/B BERKSHIRE HATHAWAY B NEW 1.4%
Value ($000) $3,138 Shares 6,241 Est. Cost $176.97 Unrealized +173.7%
EFA ISHARES TR MSCI EAFE INDEX 1.4%
Value ($000) $3,060 Shares 32,773 Est. Cost $80.31 Unrealized
VO VANGUARD MID CAP ETF 1.2%
Value ($000) $2,721 Shares 9,264 Est. Cost $252.71 Unrealized
CVX CHEVRONTEXACO CORP COM 1.2%
Value ($000) $2,629 Shares 16,927 Est. Cost $78.75 Unrealized +93.4%
QLV FLEXSHARES TR US QT LW VLTY 1.1%
Value ($000) $2,457 Shares 34,149 Est. Cost $68.21 Unrealized
EMR EMERSON ELEC CO COM 1.1%
Value ($000) $2,443 Shares 18,620 Est. Cost $49.15 Unrealized +175.6%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $2,432 Shares 35,550 Est. Cost $21.96 Unrealized +206.8%
VB VANGUARD SMALL CAP ETF 1.1%
Value ($000) $2,357 Shares 9,271 Est. Cost $200.62 Unrealized
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,204 Shares 2,768 Est. Cost $340.46 Unrealized +115.8%
HD HOME DEPOT INC COM 0.9%
Value ($000) $2,079 Shares 5,130 Est. Cost $241.02 Unrealized +61.5%
ADI ANALOG DEVICES INC 0.9%
Value ($000) $1,970 Shares 8,019 Est. Cost $86.14 Unrealized +177.4%
MRK MERCK & CO INC NEW 0.9%
Value ($000) $1,912 Shares 22,778 Est. Cost $45.99 Unrealized +76.2%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $1,853 Shares 24,540 Est. Cost $53.21 Unrealized +35.7%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.8%
Value ($000) $1,840 Shares 30,710 Est. Cost $59.80 Unrealized
META META PLATFORMS INC 0.8%
Value ($000) $1,797 Shares 2,447 Est. Cost $321.83 Unrealized +130.9%
VZ VERIZON COMMUNICATIONS COM 0.8%
Value ($000) $1,726 Shares 39,279 Est. Cost $28.88 Unrealized +47.1%
SO SOUTHERN CO COM 0.8%
Value ($000) $1,716 Shares 18,102 Est. Cost $27.20 Unrealized +239.0%
ABT ABBOTT LABS COM 0.7%
Value ($000) $1,656 Shares 12,367 Est. Cost $36.92 Unrealized +253.7%
APD AIR PRODUCT AND CHEMICALS INC 0.7%
Value ($000) $1,615 Shares 5,923 Est. Cost $109.66 Unrealized +160.3%
AZO AUTOZONE INC COM 0.7%
Value ($000) $1,557 Shares 363 Est. Cost $720.72 Unrealized +456.6%
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value ($000) $1,551 Shares 7,721 Est. Cost $53.48 Unrealized +266.0%
QCOM QUALCOMM INC COM 0.7%
Value ($000) $1,529 Shares 9,188 Est. Cost $75.75 Unrealized +107.5%
XLU SPDR UTILITIES 0.7%
Value ($000) $1,525 Shares 17,483 Est. Cost $70.46 Unrealized
ENB ENBRIDGE INC 0.7%
Value ($000) $1,484 Shares 29,419 Est. Cost $24.01 Unrealized +92.1%
BLK BLACKROCK INC COM 0.6%
Value ($000) $1,414 Shares 1,213 Est. Cost $991.05 Unrealized +11.9%
BA BOEING CO COM 0.6%
Value ($000) $1,385 Shares 6,415 Est. Cost $205.83 Unrealized +9.5%
KO COCA COLA CO COM 0.6%
Value ($000) $1,359 Shares 20,497 Est. Cost $27.24 Unrealized +149.4%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.6%
Value ($000) $1,346 Shares 8,465 Est. Cost $79.03 Unrealized +85.3%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,259 Shares 8,966 Est. Cost $59.77 Unrealized +135.0%
AMGN AMGEN INC COM 0.6%
Value ($000) $1,252 Shares 4,438 Est. Cost $151.97 Unrealized +88.6%
DE DEERE & CO COM 0.5%
Value ($000) $1,161 Shares 2,539 Est. Cost $207.60 Unrealized +135.9%
DUK DUKE ENERGY HLDG CORP 0.5%
Value ($000) $1,152 Shares 9,311 Est. Cost $50.39 Unrealized +137.7%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.5%
Value ($000) $1,145 Shares 4,059 Est. Cost $106.97 Unrealized +142.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,133 Shares 6,774 Est. Cost $54.61 Unrealized +182.5%
VNQ VANGUARD REAL ESTATE 0.5%
Value ($000) $1,132 Shares 12,388 Est. Cost $90.28 Unrealized
VOO VANGUARD 500 INDEX FUND 0.5%
Value ($000) $1,100 Shares 1,797 Est. Cost $396.28 Unrealized
D DOMINION RES INC VA NEW COM 0.5%
Value ($000) $1,097 Shares 17,930 Est. Cost $43.15 Unrealized +35.1%
CAT CATERPILLAR INC DEL COM 0.5%
Value ($000) $1,077 Shares 2,257 Est. Cost $180.88 Unrealized +135.2%
WMT WAL MART STORES INC COM 0.5%
Value ($000) $1,058 Shares 10,263 Est. Cost $52.07 Unrealized +90.6%
PFE PFIZER INC COM 0.5%
Value ($000) $1,024 Shares 40,195 Est. Cost $18.22 Unrealized +32.5%
ADBE ADOBE INC COM 0.4%
Value ($000) $980 Shares 2,778 Est. Cost $410.03 Unrealized -12.5%
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.4%
Value ($000) $971 Shares 13,223 Est. Cost $59.77 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.4%
Value ($000) $957 Shares 17,659 Est. Cost $53.03 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $955 Shares 15,284 Est. Cost $28.78 Unrealized +120.3%
IVV ISHARES S&P 500 INDEX 0.4%
Value ($000) $946 Shares 1,414 Est. Cost $512.05 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $944 Shares 11,269 Est. Cost $38.92 Unrealized +106.8%
FNB F N B CORP PA 0.4%
Value ($000) $933 Shares 57,937 Est. Cost $7.82 Unrealized +101.1%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $931 Shares 1,865 Est. Cost $307.35 Unrealized +45.8%
XLC SPDR COMMUNICATION 0.4%
Value ($000) $921 Shares 7,779 Est. Cost $64.63 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $896 Shares 19,872 Est. Cost $39.03 Unrealized +16.6%
NVDA NVIDIA CORP COM 0.4%
Value ($000) $888 Shares 4,757 Est. Cost $143.12 Unrealized +21.8%
XLB SPDR MATERIALS 0.4%
Value ($000) $832 Shares 9,288 Est. Cost $83.20 Unrealized
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $814 Shares 3,974 Est. Cost $111.20 Unrealized +62.6%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $810 Shares 2,698 Est. Cost $105.11 Unrealized +162.6%
PPL PPL CORP, COM 0.4%
Value ($000) $800 Shares 21,528 Est. Cost $17.60 Unrealized +101.3%
NKE NIKE INC CL B 0.4%
Value ($000) $791 Shares 11,342 Est. Cost $96.08 Unrealized -23.2%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $744 Shares 4,589 Est. Cost $52.60 Unrealized +214.0%
UNP UNION PAC CORP COM 0.3%
Value ($000) $722 Shares 3,056 Est. Cost $80.83 Unrealized +176.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $706 Shares 763 Est. Cost $446.16 Unrealized +114.4%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $683 Shares 3,243 Est. Cost $125.13 Unrealized +65.5%
T AT&T INC COM 0.3%
Value ($000) $669 Shares 23,693 Est. Cost $15.41 Unrealized +82.1%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $667 Shares 1,391 Est. Cost $211.98 Unrealized
V VISA CLASS A 0.3%
Value ($000) $641 Shares 1,878 Est. Cost $76.47 Unrealized +351.3%
ADP AUTOMATIC DATA PROCESSING INCOM 0.3%
Value ($000) $639 Shares 2,177 Est. Cost $73.29 Unrealized +306.4%
XLE SPDR ENERGY 0.3%
Value ($000) $636 Shares 7,115 Est. Cost $60.37 Unrealized
NBTB NBT BANCORP INC COM 0.3%
Value ($000) $626 Shares 15,000 Est. Cost $31.65 Unrealized +35.5%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $623 Shares 12,350 Est. Cost $37.37 Unrealized +32.4%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $621 Shares 4,991 Est. Cost $72.15 Unrealized +75.7%
XYL XYLEM INC 0.3%
Value ($000) $616 Shares 4,177 Est. Cost $39.63 Unrealized +248.4%
LOW LOWES COS INC COM 0.3%
Value ($000) $613 Shares 2,441 Est. Cost $64.29 Unrealized +279.8%
GE GENERAL ELEC CO COM 0.3%
Value ($000) $602 Shares 2,000 Est. Cost $62.95 Unrealized +333.2%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $586 Shares 3,144 Est. Cost $138.45 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $563 Shares 582 Est. Cost $719.96 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $556 Shares 17,701 Est. Cost $36.76 Unrealized -9.8%
PSX PHILLIPS 66 0.3%
Value ($000) $554 Shares 4,075 Est. Cost $62.08 Unrealized +103.6%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $544 Shares 6,985 Est. Cost $27.23 Unrealized +14.4%
AWK AMERICAN WATER WORKS 0.2%
Value ($000) $501 Shares 3,601 Est. Cost $39.41 Unrealized +255.3%
MCHP MICROCHIP TECHNOLOGY INC COM 0.2%
Value ($000) $495 Shares 7,707 Est. Cost $46.19 Unrealized +44.8%
WM WASTE MANAGEMENT INC NEW 0.2%
Value ($000) $465 Shares 2,104 Est. Cost $149.09 Unrealized +50.0%
MMM 3M CO 0.2%
Value ($000) $449 Shares 2,892 Est. Cost $95.33 Unrealized +60.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $428 Shares 6,485 Est. Cost $23.80 Unrealized +158.1%
ECL ECOLAB INC 0.2%
Value ($000) $407 Shares 1,486 Est. Cost $179.31 Unrealized +50.8%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $402 Shares 4,753 Est. Cost $52.81 Unrealized +67.7%
CTVA CORTEVA INC COM 0.2%
Value ($000) $398 Shares 5,885 Est. Cost $25.02 Unrealized +188.4%
XLK SPDR TECHNOLOGY 0.2%
Value ($000) $379 Shares 1,343 Est. Cost $139.03 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $376 Shares 4,705 Est. Cost $48.73 Unrealized +73.7%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $371 Shares 6,691 Est. Cost $109.50 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $368 Shares 1,856 Est. Cost $236.37 Unrealized -16.1%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $357 Shares 2,910 Est. Cost $37.40 Unrealized +216.3%
MPC MARATHON PETROLEUM CORP 0.2%
Value ($000) $353 Shares 1,832 Est. Cost $38.68 Unrealized +351.0%
MDT MEDTRONIC PLC ORDINARY 0.2%
Value ($000) $352 Shares 3,696 Est. Cost $62.23 Unrealized +46.7%
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $334 Shares 5,590 Est. Cost $17.13 Unrealized +294.8%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $328 Shares 3,930 Est. Cost $137.42 Unrealized -35.9%
RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 0.1%
Value ($000) $323 Shares 1,705 Est. Cost $176.55 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $313 Shares 2,785 Est. Cost $48.00 Unrealized +125.4%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $307 Shares 625 Est. Cost $95.42 Unrealized +434.6%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value ($000) $299 Shares 5,100 Est. Cost $45.04 Unrealized +26.7%
USB US BANCORP DEL 0.1%
Value ($000) $298 Shares 6,156 Est. Cost $26.70 Unrealized +73.6%
VOD VODAFONE GROUP PLC 0.1%
Value ($000) $292 Shares 25,202 Est. Cost $21.90 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $292 Shares 3,258 Est. Cost $145.39 Unrealized -33.5%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $284 Shares 2,481 Est. Cost $93.25 Unrealized +25.4%
XEL XCEL ENERGY INC 0.1%
Value ($000) $274 Shares 3,400 Est. Cost $37.68 Unrealized +89.3%
TMO THERMO FISCHER SCIENTIFIC 0.1%
Value ($000) $272 Shares 561 Est. Cost $555.63 Unrealized -16.4%
XLF SPDR FINANCIALS 0.1%
Value ($000) $260 Shares 4,823 Est. Cost $34.96 Unrealized
STT STATE STR CORP COM 0.1%
Value ($000) $254 Shares 2,189 Est. Cost $67.84 Unrealized +62.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $241 Shares 2,543 Est. Cost $63.76 Unrealized +46.3%
ONTO ONTO INNOVATION INC COM 0.1%
Value ($000) $239 Shares 1,850 Est. Cost $136.81 Unrealized -21.8%
XLY SPDR DISCRETIONARY 0.1%
Value ($000) $237 Shares 989 Est. Cost $169.05 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $226 Shares 368 Est. Cost $158.10 Unrealized +283.0%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $225 Shares 3,150 Est. Cost $55.08 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $225 Shares 1,755 Est. Cost $77.96 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $224 Shares 8,597 Est. Cost $28.80 Unrealized -8.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $220 Shares 3,275 Est. Cost $122.36 Unrealized -42.5%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $219 Shares 888 Est. Cost $135.79 Unrealized +91.9%
XLV SPDR HEALTH CARE 0.1%
Value ($000) $211 Shares 1,513 Est. Cost $127.31 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $191 Shares 938 Est. Cost $189.29 Unrealized +1.1%
EXC EXELON CORP COM 0.1%
Value ($000) $188 Shares 4,174 Est. Cost $14.51 Unrealized +198.8%
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.1%
Value ($000) $183 Shares 874 Est. Cost $157.26 Unrealized
GLD GOLD TRUST 0.1%
Value ($000) $178 Shares 500 Est. Cost $118.00 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $175 Shares 5,069 Est. Cost $40.69 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $173 Shares 5,148 Est. Cost $21.96 Unrealized +10.3%
MCK MCKESSON CORP 0.1%
Value ($000) $172 Shares 222 Est. Cost $449.66 Unrealized +56.3%
KELLOGG CO COM 0.1%
Value ($000) $164 Shares 2,000 Est. Cost $43.70 Unrealized +79.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $162 Shares 1,500 Est. Cost $86.19 Unrealized +16.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $158 Shares 462 Est. Cost $91.24 Unrealized +243.9%
C CITIGROUP INC NEW 0.1%
Value ($000) $157 Shares 1,543 Est. Cost $54.59 Unrealized +72.4%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $154 Shares 6,000 Est. Cost $35.79 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $153 Shares 410 Est. Cost $138.20 Unrealized +162.9%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $152 Shares 325 Est. Cost $426.84 Unrealized
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value ($000) $148 Shares 198 Est. Cost $105.32 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $143 Shares 1,310 Est. Cost $30.43 Unrealized +233.0%
DOW DOW INC COM 0.1%
Value ($000) $140 Shares 6,109 Est. Cost $36.52 Unrealized -33.4%
DVY I SHARES TR DJ SLECT DIV INDEX 0.1%
Value ($000) $135 Shares 951 Est. Cost $128.86 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $134 Shares 1,622 Est. Cost $25.33 Unrealized +211.2%
NDAQ NASDAQ INC COM 0.1%
Value ($000) $131 Shares 1,479 Est. Cost $92.14 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $123 Shares 2,596 Est. Cost $60.33 Unrealized -25.8%
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $116 Shares 2,692 Est. Cost $29.43 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $114 Shares 3,328 Est. Cost $50.54 Unrealized -32.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $110 Shares 92 Est. Cost $114.86 Unrealized +6.3%
QAI INDEXIQ ETF TR HEDGE MLTI ETF 0.0%
Value ($000) $107 Shares 3,182 Est. Cost $31.23 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $107 Shares 1,400 Est. Cost $27.77 Unrealized
CVS CVS/CAREMARK CORP COM 0.0%
Value ($000) $100 Shares 1,324 Est. Cost $65.50 Unrealized +3.6%
NWFL NORWOOD FINANCIAL CORPORATION 0.0%
Value ($000) $90 Shares 3,555 Est. Cost $22.77 Unrealized +12.1%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $88 Shares 266 Est. Cost $47.25 Unrealized +581.8%
CMI CUMMINS INC COM 0.0%
Value ($000) $87 Shares 207 Est. Cost $380.68 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $86 Shares 309 Est. Cost $95.36 Unrealized +178.8%
XLRE SPDR REAL ESTATE 0.0%
Value ($000) $85 Shares 2,007 Est. Cost $42.93 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $84 Shares 200 Est. Cost $393.53 Unrealized +8.4%
PHM PULTE GROUP, INC. 0.0%
Value ($000) $84 Shares 638 Est. Cost $123.78 Unrealized 0.0%
HSY HERSHEY FOODS CORP COM 0.0%
Value ($000) $80 Shares 429 Est. Cost $71.68 Unrealized +150.6%
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value ($000) $79 Shares 5,000 Est. Cost $8.80 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $78 Shares 585 Est. Cost $140.75 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $78 Shares 741 Est. Cost $84.54 Unrealized +30.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $72 Shares 206 Est. Cost $344.03 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $69 Shares 603 Est. Cost $108.29 Unrealized 0.0%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $61 Shares 351 Est. Cost $168.66 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $55 Shares 664 Est. Cost $41.14 Unrealized +101.1%
XLI SPDR INDUSTRIALS 0.0%
Value ($000) $53 Shares 343 Est. Cost $102.31 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $53 Shares 2,130 Est. Cost $22.50 Unrealized +12.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $50 Shares 502 Est. Cost $48.28 Unrealized +105.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $50 Shares 344 Est. Cost $178.91 Unrealized -15.9%
BSV VANGUARD B SHORT TERM BOND 0.0%
Value ($000) $49 Shares 625 Est. Cost $80.00 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $48 Shares 100 Est. Cost $322.30 Unrealized +46.0%
PGX INVESCO EX PFD ETF 0.0%
Value ($000) $46 Shares 4,000 Est. Cost $14.50 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value ($000) $46 Shares 619 Est. Cost $82.46 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $46 Shares 2,000 Est. Cost $30.81 Unrealized -18.1%
CLX CLOROX COMPANY 0.0%
Value ($000) $45 Shares 361 Est. Cost $114.58 Unrealized +6.7%
NUE NUCOR CORP 0.0%
Value ($000) $44 Shares 325 Est. Cost $49.58 Unrealized +183.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $40 Shares 316 Est. Cost $64.73 Unrealized +111.9%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $38 Shares 913 Est. Cost $17.42 Unrealized +130.3%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $38 Shares 185 Est. Cost $174.46 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $37 Shares 326 Est. Cost $34.80 Unrealized +207.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $37 Shares 202 Est. Cost $174.27 Unrealized +10.9%
EBAY EBAY INC COM 0.0%
Value ($000) $37 Shares 408 Est. Cost $19.70 Unrealized +346.5%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $37 Shares 708 Est. Cost $24.62 Unrealized +96.4%
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $36 Shares 200 Est. Cost $68.65 Unrealized +191.9%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $35 Shares 334 Est. Cost $108.94 Unrealized 0.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $34 Shares 600 Est. Cost $12.09 Unrealized +368.9%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value ($000) $34 Shares 800 Est. Cost $37.50 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $34 Shares 100 Est. Cost $259.62 Unrealized +30.6%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $34 Shares 200 Est. Cost $165.15 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $32 Shares 253 Est. Cost $41.97 Unrealized +187.2%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $32 Shares 312 Est. Cost $59.16 Unrealized +74.5%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.0%
Value ($000) $31 Shares 1,792 Est. Cost $43.55 Unrealized
IJR ISHARES S&P 600 INDEX 0.0%
Value ($000) $30 Shares 250 Est. Cost $68.00 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $29 Shares 211 Est. Cost $132.40 Unrealized 0.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $78.46 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $29 Shares 200 Est. Cost $45.47 Unrealized +190.9%
CCNE CNB FINL CORP PA COM 0.0%
Value ($000) $28 Shares 1,138 Est. Cost $24.40 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $26 Shares 568 Est. Cost $37.56 Unrealized +18.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $24 Shares 160 Est. Cost $132.27 Unrealized +10.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $24 Shares 111 Est. Cost $185.05 Unrealized +17.7%
FDX FEDEX CORPORATION 0.0%
Value ($000) $24 Shares 100 Est. Cost $271.73 Unrealized -16.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $23 Shares 50 Est. Cost $99.19 Unrealized +310.5%
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value ($000) $23 Shares 302 Est. Cost $71.08 Unrealized +4.9%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $65.30 Unrealized +206.6%
CSX CSX CORP COM 0.0%
Value ($000) $21 Shares 600 Est. Cost $23.36 Unrealized +45.3%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $20 Shares 355 Est. Cost $52.51 Unrealized +11.4%
TSLA TESLA MOTORS, INC 0.0%
Value ($000) $20 Shares 45 Est. Cost $227.65 Unrealized +52.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $34.52 Unrealized +108.7%
XLP SPDR STAPLES 0.0%
Value ($000) $17 Shares 216 Est. Cost $75.87 Unrealized
OEF ISHARES S&P 100 0.0%
Value ($000) $17 Shares 50 Est. Cost $105.88 Unrealized
EATON VANCE INSURED MUNI BD FD 0.0%
Value ($000) $17 Shares 1,666 Est. Cost $12.61 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $17 Shares 848 Est. Cost $18.55 Unrealized -26.6%
HAS HASBRO INC COM 0.0%
Value ($000) $17 Shares 218 Est. Cost $76.93 Unrealized -0.6%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $15 Shares 570 Est. Cost $9.56 Unrealized +167.3%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $15 Shares 176 Est. Cost $99.45 Unrealized -17.6%
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
ALC ALCON INC ORD SHS 0.0%
Value ($000) $13 Shares 181 Est. Cost $64.39 Unrealized +29.6%
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $36.19 Unrealized +53.5%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $12 Shares 69 Est. Cost $150.42 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $12 Shares 66 Est. Cost $139.95 Unrealized +18.0%
ISRG INTUITIVE SURGICAL INC. 0.0%
Value ($000) $11 Shares 25 Est. Cost $520.85 Unrealized -7.9%
VIRTUS CONVERTABLE & INCOME COM 0.0%
Value ($000) $11 Shares 707 Est. Cost $12.93 Unrealized
FCX FREEPORTMCMORAN COPP CL B 0.0%
Value ($000) $11 Shares 268 Est. Cost $30.06 Unrealized +43.7%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $10 Shares 250 Est. Cost $47.18 Unrealized -19.2%
SNY SANOFI AVENTIS SPONSORED ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.00 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $9 Shares 86 Est. Cost $89.24 Unrealized +11.1%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value ($000) $9 Shares 120 Est. Cost $50.00 Unrealized
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $106.02 Unrealized -7.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $8 Shares 124 Est. Cost $97.31 Unrealized -29.9%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value ($000) $8 Shares 158 Est. Cost $56.33 Unrealized -4.1%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $7 Shares 10 Est. Cost $758.81 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $47.42 Unrealized -4.1%
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value ($000) $6 Shares 146 Est. Cost $33.94 Unrealized +26.3%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $6 Shares 87 Est. Cost $60.70 Unrealized +20.8%
VTRS VIATRIS INC COM 0.0%
Value ($000) $6 Shares 618 Est. Cost $13.33 Unrealized -28.3%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.22 Unrealized -7.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 62 Est. Cost $30.97 Unrealized
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $4 Shares 16 Est. Cost $361.54 Unrealized -16.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $47.48 Unrealized +89.8%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $3 Shares 26 Est. Cost $73.75 Unrealized +42.7%
EPP ISHARES MSCI PAC JP ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $70.19 Unrealized +180.7%
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $22.47 Unrealized -36.1%
MNKD MANNKIND CORPORATION 0.0%
Value ($000) $1 Shares 217 Est. Cost $2.62 Unrealized +67.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.59 Unrealized +59.1%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.56 Unrealized
MJ AMPLIFY ETF TR ALTRNTV HARV ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.50 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +91.3%
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.19 Unrealized +90.1%