PEOPLES FINANCIAL SERVICES CORP. Diversified Active

Location: Moosic, PA

CIK: 0001056943 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 26, 2026

Total Value: $214M (100.0% shares, 0.0% debt)

Holdings (262)

LLY LILLY ELI & CO COM 6.1%
Value $13.12M Shares 12,204 Est. Cost $72.15 Unrealized +1224.4%
AAPL APPLE COMPUTER INC COM 5.6%
Value $11.97M Shares 44,039 Est. Cost $88.15 Unrealized +204.4%
MSFT MICROSOFT CORP 4.3%
Value $9.299M Shares 19,229 Est. Cost $34.06 Unrealized +1369.6%
AVGO BROADCOM INC NPV 4.3%
Value $9.15M Shares 26,439 Est. Cost $145.01 Unrealized +146.2%
AMZN AMAZON COM INC COM 3.5%
Value $7.413M Shares 32,114 Est. Cost $124.98 Unrealized +83.1%
GOOG ALPHABET INC CAP STK CL C 2.7%
Value $5.824M Shares 18,560 Est. Cost $107.14 Unrealized +167.2%
MCD MCDONALDS CORP COM 2.4%
Value $5.122M Shares 16,758 Est. Cost $89.71 Unrealized +240.1%
JPM J P MORGAN CHASE & CO COM 2.1%
Value $4.551M Shares 14,123 Est. Cost $58.93 Unrealized +425.3%
PFIS PEOPLES FINL SVCS CORP 2.1%
Value $4.47M Shares 91,791 Est. Cost $32.73 Unrealized +46.5%
ABBV ABBVIE INC 2.0%
Value $4.291M Shares 18,781 Est. Cost $46.28 Unrealized +391.7%
XOM EXXON MOBIL CORP COM 2.0%
Value $4.289M Shares 35,644 Est. Cost $56.85 Unrealized +103.1%
GOOGL ALPHABET INC CAP STK CL A 2.0%
Value $4.24M Shares 13,547 Est. Cost $114.60 Unrealized +149.2%
PG PROCTER & GAMBLE CO COM 1.9%
Value $4.145M Shares 28,924 Est. Cost $61.05 Unrealized +141.1%
JNJ JOHNSON & JOHNSON COM 1.9%
Value $4.025M Shares 19,450 Est. Cost $78.30 Unrealized +151.6%
AXP AMERICAN EXPRESS CO COM 1.7%
Value $3.542M Shares 9,574 Est. Cost $78.68 Unrealized +353.7%
MA MASTERCARD INCORPORATED 1.6%
Value $3.464M Shares 6,068 Est. Cost $110.33 Unrealized +406.6%
BRK/B BERKSHIRE HATHAWAY B NEW 1.4%
Value $3.047M Shares 6,062 Est. Cost $176.97 Unrealized +181.1%
EFA ISHARES TR MSCI EAFE INDEX 1.4%
Value $2.904M Shares 30,238 Est. Cost $80.31 Unrealized
FAST FASTENAL CO COM 1.3%
Value $2.685M Shares 66,915 Est. Cost $25.32 Unrealized +66.0%
CSCO CISCO SYS INC COM 1.2%
Value $2.553M Shares 33,138 Est. Cost $21.96 Unrealized +236.0%
VO VANGUARD MID CAP ETF 1.2%
Value $2.491M Shares 8,584 Est. Cost $252.71 Unrealized
CVX CHEVRONTEXACO CORP COM 1.2%
Value $2.471M Shares 16,214 Est. Cost $78.75 Unrealized +92.2%
QLV FLEXSHARES TR US QT LW VLTY 1.1%
Value $2.46M Shares 34,149 Est. Cost $68.21 Unrealized
ORCL ORACLE CORP COM 1.1%
Value $2.424M Shares 12,437 Est. Cost $40.76 Unrealized +484.1%
EMR EMERSON ELEC CO COM 1.1%
Value $2.384M Shares 17,965 Est. Cost $49.15 Unrealized +169.3%
MRK MERCK & CO INC NEW 1.1%
Value $2.356M Shares 22,378 Est. Cost $45.99 Unrealized +102.8%
GS GOLDMAN SACHS GROUP INC 1.1%
Value $2.307M Shares 2,625 Est. Cost $340.46 Unrealized +138.9%
VB VANGUARD SMALL CAP ETF 1.0%
Value $2.25M Shares 8,724 Est. Cost $200.62 Unrealized
ADI ANALOG DEVICES INC 1.0%
Value $2.162M Shares 7,973 Est. Cost $86.14 Unrealized +190.9%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.9%
Value $1.918M Shares 30,710 Est. Cost $59.80 Unrealized
NEE NEXTERA ENERGY INC 0.8%
Value $1.777M Shares 22,140 Est. Cost $53.21 Unrealized +55.1%
HD HOME DEPOT INC COM 0.8%
Value $1.692M Shares 4,916 Est. Cost $241.02 Unrealized +51.3%
PNC PNC FINL SVCS GROUP INC COM 0.7%
Value $1.601M Shares 7,671 Est. Cost $53.48 Unrealized +260.5%
SO SOUTHERN CO COM 0.7%
Value $1.569M Shares 17,996 Est. Cost $27.20 Unrealized +234.1%
VZ VERIZON COMMUNICATIONS COM 0.7%
Value $1.513M Shares 37,165 Est. Cost $28.88 Unrealized +40.2%
META META PLATFORMS INC 0.7%
Value $1.49M Shares 2,258 Est. Cost $321.83 Unrealized +107.4%
ABT ABBOTT LABS COM 0.7%
Value $1.486M Shares 11,862 Est. Cost $36.92 Unrealized +244.8%
AMGN AMGEN INC COM 0.7%
Value $1.453M Shares 4,438 Est. Cost $151.97 Unrealized +107.9%
APD AIR PRODUCT AND CHEMICALS INC 0.7%
Value $1.439M Shares 5,826 Est. Cost $109.66 Unrealized +129.5%
QCOM QUALCOMM INC COM 0.7%
Value $1.42M Shares 8,301 Est. Cost $75.75 Unrealized +125.5%
KO COCA COLA CO COM 0.7%
Value $1.412M Shares 20,196 Est. Cost $27.24 Unrealized +154.8%
ENB ENBRIDGE INC 0.7%
Value $1.407M Shares 29,419 Est. Cost $24.01 Unrealized +96.2%
XLU SPDR UTILITIES 0.6%
Value $1.393M Shares 32,640 Est. Cost $57.56 Unrealized
BA BOEING CO COM 0.6%
Value $1.39M Shares 6,403 Est. Cost $205.83 Unrealized -0.1%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.6%
Value $1.389M Shares 7,825 Est. Cost $79.03 Unrealized +110.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value $1.242M Shares 6,774 Est. Cost $54.61 Unrealized +217.4%
CAT CATERPILLAR INC DEL COM 0.6%
Value $1.236M Shares 2,157 Est. Cost $180.88 Unrealized +207.1%
BLK BLACKROCK INC COM 0.6%
Value $1.234M Shares 1,153 Est. Cost $991.05 Unrealized +9.9%
AZO AUTOZONE INC COM 0.6%
Value $1.231M Shares 363 Est. Cost $720.72 Unrealized +424.2%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.6%
Value $1.198M Shares 4,043 Est. Cost $106.97 Unrealized +179.3%
PEP PEPSICO INC COM 0.5%
Value $1.161M Shares 8,091 Est. Cost $59.77 Unrealized +144.1%
DE DEERE & CO COM 0.5%
Value $1.159M Shares 2,489 Est. Cost $207.60 Unrealized +125.3%
VOO VANGUARD 500 INDEX FUND 0.5%
Value $1.124M Shares 1,792 Est. Cost $396.28 Unrealized
WMT WAL MART STORES INC COM 0.5%
Value $1.113M Shares 9,990 Est. Cost $52.07 Unrealized +105.9%
DUK DUKE ENERGY HLDG CORP 0.5%
Value $1.086M Shares 9,265 Est. Cost $50.39 Unrealized +141.3%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value $1.022M Shares 18,952 Est. Cost $39.03 Unrealized +21.8%
VNQ VANGUARD REAL ESTATE 0.5%
Value $1.018M Shares 11,510 Est. Cost $90.28 Unrealized
VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 0.5%
Value $998K Shares 13,223 Est. Cost $59.77 Unrealized
FNB F N B CORP PA 0.5%
Value $990K Shares 57,937 Est. Cost $7.82 Unrealized +108.1%
WFC WELLS FARGO & CO NEW COM 0.5%
Value $990K Shares 10,618 Est. Cost $38.92 Unrealized +122.6%
VWO VANGUARD EMERGING MARKETS ETF 0.4%
Value $965K Shares 17,945 Est. Cost $53.04 Unrealized
D DOMINION RES INC VA NEW COM 0.4%
Value $954K Shares 16,279 Est. Cost $43.15 Unrealized +38.5%
AMAT APPLIED MATLS INC COM 0.4%
Value $945K Shares 3,677 Est. Cost $111.20 Unrealized +115.4%
PFE PFIZER INC COM 0.4%
Value $932K Shares 37,445 Est. Cost $18.22 Unrealized +37.4%
XLC SPDR COMMUNICATION 0.4%
Value $916K Shares 7,779 Est. Cost $64.63 Unrealized
IVV ISHARES S&P 500 INDEX 0.4%
Value $906K Shares 1,323 Est. Cost $512.05 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.4%
Value $850K Shares 1,757 Est. Cost $307.35 Unrealized +54.9%
XLB SPDR MATERIALS 0.4%
Value $800K Shares 17,638 Est. Cost $65.28 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value $790K Shares 14,684 Est. Cost $28.78 Unrealized +98.2%
PPL PPL CORP, COM 0.4%
Value $757K Shares 21,609 Est. Cost $17.60 Unrealized +103.5%
PM PHILIP MORRIS INTL INC 0.3%
Value $736K Shares 4,589 Est. Cost $52.60 Unrealized +192.0%
ADBE ADOBE INC COM 0.3%
Value $721K Shares 2,059 Est. Cost $410.03 Unrealized -17.1%
UNP UNION PAC CORP COM 0.3%
Value $707K Shares 3,056 Est. Cost $80.83 Unrealized +181.2%
NSC NORFOLK SOUTHERN CORP 0.3%
Value $697K Shares 2,415 Est. Cost $105.11 Unrealized +174.6%
NVDA NVIDIA CORP COM 0.3%
Value $648K Shares 3,475 Est. Cost $143.12 Unrealized +30.1%
XLE SPDR ENERGY 0.3%
Value $636K Shares 14,230 Est. Cost $52.53 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value $633K Shares 3,243 Est. Cost $125.13 Unrealized +55.9%
NBTB NBT BANCORP INC COM 0.3%
Value $623K Shares 15,000 Est. Cost $31.65 Unrealized +31.3%
VUG VANGUARD GROWTH ETF 0.3%
Value $620K Shares 1,271 Est. Cost $211.98 Unrealized
NKE NIKE INC CL B 0.3%
Value $620K Shares 9,732 Est. Cost $96.08 Unrealized -32.4%
GE GENERAL ELEC CO COM 0.3%
Value $616K Shares 2,000 Est. Cost $62.95 Unrealized +377.8%
VTV VANGUARD VALUE ETF 0.3%
Value $600K Shares 3,144 Est. Cost $138.45 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value $586K Shares 679 Est. Cost $446.16 Unrealized +103.0%
V VISA CLASS A 0.3%
Value $584K Shares 1,664 Est. Cost $76.47 Unrealized +345.1%
LOW LOWES COS INC COM 0.3%
Value $577K Shares 2,391 Est. Cost $64.29 Unrealized +273.0%
GIS GENERAL MLS INC COM 0.3%
Value $573K Shares 12,325 Est. Cost $37.37 Unrealized +27.0%
XYL XYLEM INC 0.3%
Value $566K Shares 4,154 Est. Cost $39.63 Unrealized +262.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value $565K Shares 528 Est. Cost $719.96 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.3%
Value $560K Shares 2,177 Est. Cost $73.29 Unrealized +261.4%
PSX PHILLIPS 66 0.2%
Value $526K Shares 4,075 Est. Cost $62.08 Unrealized +115.9%
T AT&T INC COM 0.2%
Value $525K Shares 21,116 Est. Cost $15.41 Unrealized +64.0%
CMCSA COMCAST CORP 0.2%
Value $494K Shares 16,541 Est. Cost $36.76 Unrealized -22.4%
AWK AMERICAN WATER WORKS 0.2%
Value $470K Shares 3,601 Est. Cost $39.41 Unrealized +237.9%
MCHP MICROCHIP TECHNOLOGY INC COM 0.2%
Value $440K Shares 6,903 Est. Cost $46.19 Unrealized +32.8%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value $434K Shares 2,910 Est. Cost $37.40 Unrealized +262.7%
KMB KIMBERLY CLARK CORP COM 0.2%
Value $423K Shares 4,191 Est. Cost $72.15 Unrealized +50.2%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value $400K Shares 4,030 Est. Cost $136.31 Unrealized -32.0%
CTVA CORTEVA INC COM 0.2%
Value $394K Shares 5,885 Est. Cost $25.02 Unrealized +158.0%
WM WASTE MANAGEMENT INC NEW 0.2%
Value $391K Shares 1,781 Est. Cost $149.09 Unrealized +42.6%
DHR DANAHER CORP 0.2%
Value $379K Shares 1,655 Est. Cost $236.37 Unrealized -7.1%
CL COLGATE PALMOLIVE CO COM 0.2%
Value $372K Shares 4,705 Est. Cost $48.73 Unrealized +60.7%
ECL ECOLAB INC 0.2%
Value $369K Shares 1,406 Est. Cost $179.31 Unrealized +48.2%
MMM 3M CO 0.2%
Value $367K Shares 2,292 Est. Cost $95.33 Unrealized +71.2%
MDT MEDTRONIC PLC ORDINARY 0.2%
Value $355K Shares 3,696 Est. Cost $62.23 Unrealized +56.1%
SBUX STARBUCKS CORP COM 0.2%
Value $352K Shares 4,179 Est. Cost $52.81 Unrealized +59.2%
XLK SPDR TECHNOLOGY 0.2%
Value $331K Shares 2,296 Est. Cost $141.08 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $328K Shares 5,685 Est. Cost $23.80 Unrealized +149.4%
RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 0.2%
Value $323K Shares 1,688 Est. Cost $176.55 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.1%
Value $321K Shares 2,785 Est. Cost $48.00 Unrealized +145.2%
TGT TARGET CORP 0.1%
Value $315K Shares 3,226 Est. Cost $145.39 Unrealized -37.0%
AMP AMERIPRISE FINL INC COM 0.1%
Value $306K Shares 625 Est. Cost $95.42 Unrealized +396.6%
USB US BANCORP DEL 0.1%
Value $300K Shares 5,620 Est. Cost $26.70 Unrealized +82.5%
MPC MARATHON PETROLEUM CORP 0.1%
Value $298K Shares 1,832 Est. Cost $38.68 Unrealized +381.9%
VOD VODAFONE GROUP PLC 0.1%
Value $296K Shares 22,394 Est. Cost $21.90 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value $295K Shares 5,590 Est. Cost $17.13 Unrealized +224.1%
CBU COMMUNITY BANK SYSTEM INC 0.1%
Value $293K Shares 5,100 Est. Cost $45.04 Unrealized +26.9%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value $282K Shares 2,481 Est. Cost $93.25 Unrealized +17.5%
DD DUPONT DE NEMOURS INC COM 0.1%
Value $277K Shares 6,891 Est. Cost $27.23 Unrealized +37.3%
TMO THERMO FISCHER SCIENTIFIC 0.1%
Value $271K Shares 468 Est. Cost $555.63 Unrealized +1.7%
XLF SPDR FINANCIALS 0.1%
Value $261K Shares 4,763 Est. Cost $34.96 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.1%
Value $256K Shares 3,140 Est. Cost $84.91 Unrealized 0.0%
ONTO ONTO INNOVATION INC COM 0.1%
Value $253K Shares 1,603 Est. Cost $136.81 Unrealized +3.8%
XEL XCEL ENERGY INC 0.1%
Value $251K Shares 3,400 Est. Cost $37.68 Unrealized +107.8%
NVS NOVARTIS AG 0.1%
Value $242K Shares 1,755 Est. Cost $77.96 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value $241K Shares 368 Est. Cost $158.10 Unrealized +285.2%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value $238K Shares 888 Est. Cost $135.79 Unrealized +87.1%
COP CONOCOPHILLIPS COM 0.1%
Value $238K Shares 2,543 Est. Cost $63.76 Unrealized +41.2%
XLY SPDR DISCRETIONARY 0.1%
Value $236K Shares 1,978 Est. Cost $144.23 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value $231K Shares 3,150 Est. Cost $55.08 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value $231K Shares 4,536 Est. Cost $109.50 Unrealized
XLV SPDR HEALTH CARE 0.1%
Value $218K Shares 1,410 Est. Cost $127.31 Unrealized
GLD GOLD TRUST 0.1%
Value $198K Shares 500 Est. Cost $118.00 Unrealized
STT STATE STR CORP COM 0.1%
Value $184K Shares 1,424 Est. Cost $67.84 Unrealized +75.4%
MCK MCKESSON CORP 0.1%
Value $182K Shares 222 Est. Cost $449.66 Unrealized +81.4%
EXC EXELON CORP COM 0.1%
Value $182K Shares 4,174 Est. Cost $14.51 Unrealized +213.2%
C CITIGROUP INC NEW 0.1%
Value $180K Shares 1,543 Est. Cost $54.59 Unrealized +89.8%
BP BP PLC SPONSORED ADR 0.1%
Value $176K Shares 5,069 Est. Cost $40.69 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value $173K Shares 940 Est. Cost $189.29 Unrealized +6.6%
KHC KRAFT HEINZ CO COM 0.1%
Value $173K Shares 7,114 Est. Cost $28.80 Unrealized -14.5%
INTC INTEL CORP COM 0.1%
Value $171K Shares 4,648 Est. Cost $21.96 Unrealized +71.9%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value $157K Shares 6,000 Est. Cost $35.79 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $156K Shares 462 Est. Cost $91.24 Unrealized +273.6%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value $154K Shares 325 Est. Cost $426.84 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $152K Shares 1,310 Est. Cost $30.43 Unrealized +263.1%
VGT VANGUARD INFORMATION TECH ETF 0.1%
Value $149K Shares 198 Est. Cost $105.32 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.1%
Value $146K Shares 698 Est. Cost $157.26 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value $142K Shares 2,440 Est. Cost $122.36 Unrealized -47.0%
DOW DOW INC COM 0.1%
Value $138K Shares 5,912 Est. Cost $36.52 Unrealized -37.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value $137K Shares 1,500 Est. Cost $86.19 Unrealized +13.4%
NDAQ NASDAQ INC COM 0.1%
Value $136K Shares 1,400 Est. Cost $92.14 Unrealized -2.6%
DVY I SHARES TR DJ SLECT DIV INDEX 0.1%
Value $134K Shares 951 Est. Cost $128.86 Unrealized
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value $132K Shares 2,692 Est. Cost $29.43 Unrealized
ETN EATON CORP PLC 0.1%
Value $131K Shares 410 Est. Cost $138.20 Unrealized +156.4%
SLB SCHLUMBERGER LTD COM 0.1%
Value $128K Shares 3,328 Est. Cost $50.54 Unrealized -28.6%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.1%
Value $120K Shares 1,400 Est. Cost $27.77 Unrealized
SYY SYSCO CORP COM 0.1%
Value $120K Shares 1,622 Est. Cost $25.33 Unrealized +198.0%
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.1%
Value $118K Shares 5,000 Est. Cost $8.80 Unrealized
QAI INDEXIQ ETF TR HEDGE MLTI ETF 0.0%
Value $107K Shares 3,182 Est. Cost $31.23 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value $106K Shares 2,578 Est. Cost $60.33 Unrealized -31.1%
CMI CUMMINS INC COM 0.0%
Value $106K Shares 207 Est. Cost $380.68 Unrealized +22.5%
CVS CVS/CAREMARK CORP COM 0.0%
Value $105K Shares 1,324 Est. Cost $65.50 Unrealized +20.1%
NWFL NORWOOD FINANCIAL CORPORATION 0.0%
Value $99,681 Shares 3,555 Est. Cost $22.77 Unrealized +19.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $93,966 Shares 266 Est. Cost $47.25 Unrealized +668.7%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $89,624 Shares 309 Est. Cost $95.36 Unrealized +194.2%
NFLX NETFLIX INC COM 0.0%
Value $86,259 Shares 920 Est. Cost $108.51 Unrealized -0.6%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $84,684 Shares 585 Est. Cost $140.75 Unrealized -5.8%
XLRE SPDR REAL ESTATE 0.0%
Value $80,961 Shares 2,007 Est. Cost $42.93 Unrealized
HSY HERSHEY FOODS CORP COM 0.0%
Value $78,068 Shares 429 Est. Cost $71.68 Unrealized +154.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $77,840 Shares 200 Est. Cost $393.53 Unrealized +5.1%
PLD PROLOGIS INC. COM 0.0%
Value $76,978 Shares 603 Est. Cost $108.29 Unrealized +14.4%
PPG PPG INDS INC COM 0.0%
Value $75,922 Shares 741 Est. Cost $84.54 Unrealized +18.4%
PHM PULTE GROUP, INC. 0.0%
Value $74,811 Shares 638 Est. Cost $123.78 Unrealized -1.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $64,389 Shares 206 Est. Cost $344.03 Unrealized -5.1%
DLR DIGITAL RLTY TR INC COM 0.0%
Value $54,303 Shares 351 Est. Cost $168.66 Unrealized -3.3%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $53,318 Shares 664 Est. Cost $41.14 Unrealized +97.1%
XLI SPDR INDUSTRIALS 0.0%
Value $53,204 Shares 343 Est. Cost $102.31 Unrealized
NUE NUCOR CORP 0.0%
Value $53,010 Shares 325 Est. Cost $49.58 Unrealized +202.1%
WY WEYERHAEUSER CO COM 0.0%
Value $50,437 Shares 2,130 Est. Cost $22.50 Unrealized +2.2%
ED CONSOLIDATED EDISON INC 0.0%
Value $49,858 Shares 502 Est. Cost $48.28 Unrealized +104.6%
BSV VANGUARD B SHORT TERM BOND 0.0%
Value $49,256 Shares 625 Est. Cost $80.00 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET 0.0%
Value $45,843 Shares 619 Est. Cost $82.46 Unrealized
PGX INVESCO EX PFD ETF 0.0%
Value $44,959 Shares 4,000 Est. Cost $14.50 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value $44,345 Shares 334 Est. Cost $108.94 Unrealized +2.4%
LIN LINDE PLC SHS 0.0%
Value $42,639 Shares 100 Est. Cost $322.30 Unrealized +32.6%
NYT NEW YORK TIMES CO CL A 0.0%
Value $41,652 Shares 600 Est. Cost $12.09 Unrealized +411.3%
LULU LULULEMON ATHLETICA 0.0%
Value $41,562 Shares 200 Est. Cost $68.65 Unrealized +163.9%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $40,500 Shares 913 Est. Cost $17.42 Unrealized +142.7%
BAC BANKAMERICA CORP NEW 0.0%
Value $38,940 Shares 708 Est. Cost $24.62 Unrealized +113.9%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value $38,912 Shares 185 Est. Cost $174.46 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value $38,220 Shares 2,000 Est. Cost $30.81 Unrealized -35.1%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $37,402 Shares 770 Est. Cost $47.08 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value $36,900 Shares 200 Est. Cost $165.15 Unrealized +1.8%
CLX CLOROX COMPANY 0.0%
Value $36,398 Shares 361 Est. Cost $114.58 Unrealized -5.5%
EBAY EBAY INC COM 0.0%
Value $35,536 Shares 408 Est. Cost $19.70 Unrealized +338.4%
PAYX PAYCHEX INC COM 0.0%
Value $35,448 Shares 316 Est. Cost $64.73 Unrealized +80.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $35,217 Shares 312 Est. Cost $59.16 Unrealized +80.0%
DWX SPDR INDEX SHS FDS S&P INTL ETF 0.0%
Value $35,143 Shares 800 Est. Cost $37.50 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value $35,044 Shares 202 Est. Cost $174.27 Unrealized -2.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $34,425 Shares 253 Est. Cost $41.97 Unrealized +242.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $34,379 Shares 326 Est. Cost $34.80 Unrealized +216.9%
TJX TJX COMPANIES 0.0%
Value $30,722 Shares 200 Est. Cost $45.47 Unrealized +224.8%
IJR ISHARES S&P 600 INDEX 0.0%
Value $30,044 Shares 250 Est. Cost $68.00 Unrealized
CCNE CNB FINL CORP PA COM 0.0%
Value $29,769 Shares 1,138 Est. Cost $24.40 Unrealized +3.5%
FDX FEDEX CORPORATION 0.0%
Value $28,885 Shares 100 Est. Cost $271.73 Unrealized -3.7%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value $28,881 Shares 300 Est. Cost $78.46 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value $27,945 Shares 568 Est. Cost $37.56 Unrealized +21.9%
ZTS ZOETIS INC CL A 0.0%
Value $27,930 Shares 222 Est. Cost $178.91 Unrealized -27.2%
COF CAPITAL ONE FINL CORP 0.0%
Value $26,901 Shares 111 Est. Cost $185.05 Unrealized +20.1%
GPC GENUINE PARTS CO COM 0.0%
Value $25,944 Shares 211 Est. Cost $132.40 Unrealized -2.8%
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value $24,767 Shares 302 Est. Cost $71.08 Unrealized +9.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $24,429 Shares 848 Est. Cost $18.55 Unrealized +26.0%
YUM YUM BRANDS INC 0.0%
Value $24,204 Shares 160 Est. Cost $132.27 Unrealized +11.6%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $22,614 Shares 100 Est. Cost $259.62 Unrealized +14.8%
CSX CSX CORP COM 0.0%
Value $21,750 Shares 600 Est. Cost $23.36 Unrealized +52.8%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $20,857 Shares 250 Est. Cost $34.52 Unrealized +121.1%
ALL ALLSTATE CORP COM 0.0%
Value $20,815 Shares 100 Est. Cost $65.30 Unrealized +212.5%
TSLA TESLA MOTORS, INC 0.0%
Value $20,236 Shares 45 Est. Cost $227.65 Unrealized +94.7%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $19,882 Shares 50 Est. Cost $99.19 Unrealized +346.2%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS 0.0%
Value $19,693 Shares 1,195 Est. Cost $43.55 Unrealized
HAS HASBRO INC COM 0.0%
Value $17,876 Shares 218 Est. Cost $76.93 Unrealized +1.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $17,750 Shares 355 Est. Cost $52.51 Unrealized +2.3%
OEF ISHARES S&P 100 0.0%
Value $17,148 Shares 50 Est. Cost $105.88 Unrealized
XLP SPDR STAPLES 0.0%
Value $16,778 Shares 216 Est. Cost $75.87 Unrealized
GM GENERAL MOTORS CO COM 0.0%
Value $16,262 Shares 200 Est. Cost $36.19 Unrealized +94.5%
EATON VANCE INSURED MUNI BD FD 0.0%
Value $16,209 Shares 1,666 Est. Cost $12.61 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $15,441 Shares 570 Est. Cost $9.56 Unrealized +165.5%
ALC ALCON INC ORD SHS 0.0%
Value $14,264 Shares 181 Est. Cost $64.39 Unrealized +19.6%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value $14,249 Shares 619 Est. Cost $25.85 Unrealized
ISRG INTUITIVE SURGICAL INC. 0.0%
Value $14,158 Shares 25 Est. Cost $520.85 Unrealized +2.2%
IR INGERSOLL RAND INC COM 0.0%
Value $13,942 Shares 176 Est. Cost $99.45 Unrealized -20.6%
FCX FREEPORTMCMORAN COPP CL B 0.0%
Value $13,611 Shares 268 Est. Cost $30.06 Unrealized +44.1%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value $13,557 Shares 99 Est. Cost $110.34 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value $12,238 Shares 69 Est. Cost $150.42 Unrealized
VIRTUS CONVERTABLE & INCOME COM 0.0%
Value $10,711 Shares 707 Est. Cost $12.93 Unrealized
ALLE ALLEGION PLC 0.0%
Value $10,508 Shares 66 Est. Cost $139.95 Unrealized +19.1%
SNY SANOFI AVENTIS SPONSORED ADR 0.0%
Value $9,690 Shares 200 Est. Cost $50.00 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $9,590 Shares 250 Est. Cost $47.18 Unrealized -16.6%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value $9,490 Shares 86 Est. Cost $89.24 Unrealized +24.0%
VEU VANGUARD INTL EQUITY INDEX FALLWRLD EX US 0.0%
Value $8,827 Shares 120 Est. Cost $50.00 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value $7,914 Shares 124 Est. Cost $97.31 Unrealized -37.3%
VTRS VIATRIS INC COM 0.0%
Value $7,688 Shares 618 Est. Cost $13.33 Unrealized -19.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $7,638 Shares 160 Est. Cost $47.42 Unrealized -3.4%
ZBH ZIMMER HLDGS INC COM 0.0%
Value $7,193 Shares 80 Est. Cost $106.02 Unrealized -10.8%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $6,893 Shares 87 Est. Cost $60.70 Unrealized +26.2%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.0%
Value $6,838 Shares 158 Est. Cost $56.33 Unrealized -21.1%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value $6,560 Shares 500 Est. Cost $12.22 Unrealized +5.0%
FDBC FIDELITY D & D BANCORP INC COM 0.0%
Value $6,353 Shares 146 Est. Cost $33.94 Unrealized +28.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $5,699 Shares 62 Est. Cost $30.97 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value $5,679 Shares 10 Est. Cost $758.81 Unrealized -18.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $3,494 Shares 40 Est. Cost $47.48 Unrealized +88.0%
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value $3,340 Shares 16 Est. Cost $361.54 Unrealized -37.8%
VLTO VERALTO CORP COM SHS 0.0%
Value $2,594 Shares 26 Est. Cost $73.75 Unrealized +37.0%
EPP ISHARES MSCI PAC JP ETF 0.0%
Value $2,523 Shares 50 Est. Cost $40.00 Unrealized
WAB WABTEC CORP COM 0.0%
Value $2,346 Shares 11 Est. Cost $70.19 Unrealized +192.5%
NUVEEN REAL ESTATE INCOME FD 0.0%
Value $1,531 Shares 200 Est. Cost $10.00 Unrealized
MNKD MANNKIND CORPORATION 0.0%
Value $1,230 Shares 217 Est. Cost $2.62 Unrealized +109.8%
CC CHEMOURS CO COM 0.0%
Value $1,131 Shares 96 Est. Cost $22.47 Unrealized -43.1%
HLN HALEON PLC SPON ADS 0.0%
Value $1,011 Shares 100 Est. Cost $5.56 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $875 Shares 33 Est. Cost $21.59 Unrealized +25.6%
MJ AMPLIFY ETF TR ALTRNTV HARV ETF 0.0%
Value $238 Shares 8 Est. Cost $19.50 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value $174 Shares 10 Est. Cost $6.62 Unrealized +140.6%
KMI KINDER MORGAN INC (DE) CLASS P 0.0%
Value $27 Shares 1 Est. Cost $14.19 Unrealized +89.7%