PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 7, 2023

Total Value ($000): $934 (100.0% shares, 0.0% debt)

Holdings (223)

AAPL APPLE INC 5.1%
Value ($000) $48 Shares 367,807 Est. Cost $89.11 Unrealized +57.9%
MSFT MICROSOFT CORP 4.3%
Value ($000) $41 Shares 169,242 Est. Cost $48.48 Unrealized +382.8%
ABBV ABBVIE INC 3.9%
Value ($000) $37 Shares 226,181 Est. Cost $76.03 Unrealized +80.5%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.6%
Value ($000) $34 Shares 110,282 Est. Cost $144.38 Unrealized +105.7%
ABT ABBOTT LABS INC 3.6%
Value ($000) $34 Shares 306,061 Est. Cost $46.98 Unrealized +107.8%
RTX RAYTHEON TECHNOLOGIES CORP 3.2%
Value ($000) $30 Shares 298,821 Est. Cost $54.52 Unrealized +60.8%
LHX L3 HARRIS TECHNOLOGIES INC 2.8%
Value ($000) $26 Shares 127,137 Est. Cost $180.34 Unrealized +17.0%
GOOGL ALPHABET INC CL A 2.7%
Value ($000) $25 Shares 282,710 Est. Cost $106.01 Unrealized -11.0%
NVDA NVIDIA CORP 2.6%
Value ($000) $25 Shares 169,003 Est. Cost $16.13 Unrealized -9.2%
GS GOLDMAN SACHS GROUP INC 2.6%
Value ($000) $24 Shares 70,009 Est. Cost $247.34 Unrealized +30.0%
CVS CVS HEALTH CORP 2.3%
Value ($000) $22 Shares 235,021 Est. Cost $60.76 Unrealized +41.4%
ACTIVISION BLIZZARD, INC 2.3%
Value ($000) $21 Shares 277,713 Est. Cost $58.50 Unrealized
IQV IQVIA HOLDINGS INC 2.1%
Value ($000) $20 Shares 97,172 Est. Cost $109.70 Unrealized +84.9%
IBM IBM CORPORATION 2.0%
Value ($000) $19 Shares 131,788 Est. Cost $114.63 Unrealized +7.4%
MDT MEDTRONIC PLC 1.9%
Value ($000) $17 Shares 224,552 Est. Cost $72.92 Unrealized +0.7%
MPC MARATHON PETROLEUM CORPORATION 1.7%
Value ($000) $16 Shares 133,689 Est. Cost $34.94 Unrealized +204.6%
PGC PEAPACK-GLADSTONE FINL CORP 1.4%
Value ($000) $13 Shares 359,417 Est. Cost $26.18 Unrealized +42.3%
HON HONEYWELL INTERNATIONAL INC 1.4%
Value ($000) $13 Shares 61,660 Est. Cost $143.71 Unrealized +24.4%
BAC BANK OF AMERICA CORP 1.3%
Value ($000) $12 Shares 360,929 Est. Cost $21.72 Unrealized +46.0%
AVGO BROADCOM INC 1.2%
Value ($000) $12 Shares 20,715 Est. Cost $24.28 Unrealized +96.1%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $11 Shares 283,762 Est. Cost $30.98 Unrealized -0.7%
UNILEVER PLC 1.1%
Value ($000) $11 Shares 213,145 Est. Cost $45.57 Unrealized
AEROJET ROCKETDYNE HLDGS INC 1.1%
Value ($000) $10 Shares 180,885 Est. Cost $39.62 Unrealized
V VISA INC CL A 1.0%
Value ($000) $10 Shares 46,076 Est. Cost $178.09 Unrealized +10.6%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $9 Shares 66,107 Est. Cost $101.28 Unrealized +16.2%
RPRX ROYALTY PHARMA PLC 0.9%
Value ($000) $9 Shares 219,940 Est. Cost $41.85 Unrealized -0.3%
FANG DIAMONDBACK ENERGY INC 0.9%
Value ($000) $9 Shares 63,497 Est. Cost $93.22 Unrealized +37.3%
CAT CATERPILLAR INC DEL 0.9%
Value ($000) $9 Shares 35,494 Est. Cost $141.53 Unrealized +46.0%
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $8 Shares 92,120 Est. Cost $58.00 Unrealized +22.1%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $8 Shares 75,943 Est. Cost $86.82 Unrealized -2.3%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $8 Shares 105,752 Est. Cost $152.91 Unrealized -47.8%
CPB CAMPBELL SOUP CO 0.8%
Value ($000) $7 Shares 129,735 Est. Cost $38.96 Unrealized +20.9%
AMZN AMAZON COM INC 0.8%
Value ($000) $7 Shares 85,891 Est. Cost $123.53 Unrealized -20.0%
COHR COHERENT CORP 0.8%
Value ($000) $7 Shares 205,185 Est. Cost $47.89 Unrealized -27.4%
KHC KRAFT HEINZ CO 0.7%
Value ($000) $7 Shares 171,738 Est. Cost $29.83 Unrealized +9.0%
DOW DOW INC 0.7%
Value ($000) $7 Shares 136,191 Est. Cost $48.14 Unrealized -15.8%
QCOM QUALCOMM INC 0.7%
Value ($000) $7 Shares 62,313 Est. Cost $53.16 Unrealized +104.8%
XOM EXXON MOBIL CORPORATION 0.7%
Value ($000) $7 Shares 61,696 Est. Cost $66.76 Unrealized +44.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $7 Shares 35,040 Est. Cost $151.47 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $6 Shares 18,105 Est. Cost $403.05 Unrealized
GABELLI EQUITY TR INC 0.7%
Value ($000) $6 Shares 1,148,379 Est. Cost $6.18 Unrealized
CARR CARRIER GLOBAL CORP 0.7%
Value ($000) $6 Shares 152,280 Est. Cost $40.07 Unrealized -3.0%
GOOG ALPHABET INC CL C 0.7%
Value ($000) $6 Shares 69,075 Est. Cost $107.31 Unrealized -11.7%
MGK VANGUARD WORLD FD 0.6%
Value ($000) $6 Shares 35,185 Est. Cost $185.39 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $6 Shares 22,955 Est. Cost $138.82 Unrealized +74.9%
VRT VERTIV HOLDINGS CO 0.6%
Value ($000) $6 Shares 435,970 Est. Cost $15.17 Unrealized -12.5%
META META PLATFORMS INC 0.6%
Value ($000) $6 Shares 47,926 Est. Cost $150.05 Unrealized -22.3%
KO COCA COLA CO 0.6%
Value ($000) $6 Shares 90,293 Est. Cost $53.48 Unrealized +2.7%
CFG CITIZENS FINANCIAL GROUP INC 0.6%
Value ($000) $6 Shares 144,925 Est. Cost $38.27 Unrealized -11.4%
TJX TJX COMPANIES 0.6%
Value ($000) $6 Shares 70,383 Est. Cost $43.56 Unrealized +62.3%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $6 Shares 63,589 Est. Cost $130.79 Unrealized -28.5%
ADBE ADOBE INC 0.6%
Value ($000) $5 Shares 16,117 Est. Cost $405.63 Unrealized -21.2%
MRK MERCK & CO INC 0.6%
Value ($000) $5 Shares 48,100 Est. Cost $57.62 Unrealized +61.1%
CRM SALESFORCE.COM 0.6%
Value ($000) $5 Shares 39,352 Est. Cost $237.66 Unrealized -39.3%
STAG STAG INDL INC 0.6%
Value ($000) $5 Shares 160,730 Est. Cost $30.12 Unrealized
DGICA DONEGAL GROUP INC 0.5%
Value ($000) $5 Shares 349,450 Est. Cost $10.06 Unrealized +24.6%
NKE NIKE INC 0.5%
Value ($000) $5 Shares 42,212 Est. Cost $66.11 Unrealized +44.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5 Shares 27,486 Est. Cost $103.75 Unrealized +51.4%
IAU ISHARES GOLD TR 0.5%
Value ($000) $5 Shares 134,541 Est. Cost $0.03 Unrealized
QRVO QORVO INC 0.5%
Value ($000) $5 Shares 50,000 Est. Cost $90.32 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.5%
Value ($000) $4 Shares 75,350 Est. Cost $55.61 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $4 Shares 28,511 Est. Cost $128.07 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $4 Shares 13,342 Est. Cost $226.54 Unrealized +14.5%
CI CIGNA CORP 0.4%
Value ($000) $4 Shares 11,771 Est. Cost $180.11 Unrealized +65.9%
NEM NEWMONT CORP 0.4%
Value ($000) $4 Shares 82,588 Est. Cost $41.46 Unrealized -1.5%
CTRA COTERRA ENERGY INC 0.4%
Value ($000) $4 Shares 152,570 Est. Cost $24.33 Unrealized 0.0%
ITA ISHARES TR 0.4%
Value ($000) $4 Shares 32,838 Est. Cost $0.11 Unrealized
CVX CHEVRON CORPORATION 0.4%
Value ($000) $4 Shares 20,397 Est. Cost $115.73 Unrealized +32.4%
BTU PEABODY ENERGY CORP 0.4%
Value ($000) $4 Shares 134,334 Est. Cost $25.25 Unrealized +4.7%
VVV VALVOLINE INC 0.4%
Value ($000) $4 Shares 107,938 Est. Cost $30.25 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $3 Shares 16,760 Est. Cost $196.96 Unrealized
T AT&T INC 0.4%
Value ($000) $3 Shares 184,476 Est. Cost $14.99 Unrealized +0.8%
PKBK PARKE BANCORP INC 0.4%
Value ($000) $3 Shares 162,435 Est. Cost $10.25 Unrealized +82.3%
SBUX STARBUCKS CORP 0.4%
Value ($000) $3 Shares 33,915 Est. Cost $71.85 Unrealized +21.9%
GIS GENERAL MLS INC 0.3%
Value ($000) $3 Shares 37,649 Est. Cost $69.26 Unrealized +5.3%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $3 Shares 42,712 Est. Cost $42.81 Unrealized +52.3%
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value ($000) $3 Shares 250,896 Est. Cost $23.98 Unrealized -48.0%
WEN WENDYS CO 0.3%
Value ($000) $3 Shares 130,623 Est. Cost $21.35 Unrealized 0.0%
ILMN ILLUMINA INC 0.3%
Value ($000) $3 Shares 14,449 Est. Cost $274.87 Unrealized -24.6%
PRGO PERRIGO CO PLC 0.3%
Value ($000) $3 Shares 83,897 Est. Cost $40.18 Unrealized -12.3%
CODORUS VALLEY BANCORP INC 0.3%
Value ($000) $3 Shares 113,746 Est. Cost $23.25 Unrealized
MP MP MATERIALS CORP 0.3%
Value ($000) $3 Shares 107,000 Est. Cost $30.30 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.3%
Value ($000) $3 Shares 194,007 Est. Cost $17.93 Unrealized -33.9%
GSK GSK PLC 0.3%
Value ($000) $3 Shares 71,562 Est. Cost $29.42 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.3%
Value ($000) $3 Shares 43,772 Est. Cost $37.29 Unrealized +35.5%
PG PROCTER & GAMBLE COMPANY 0.3%
Value ($000) $2 Shares 16,450 Est. Cost $65.23 Unrealized +99.0%
DE DEERE & CO. 0.3%
Value ($000) $2 Shares 5,535 Est. Cost $160.95 Unrealized +141.5%
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $2 Shares 504,320 Est. Cost $16.20 Unrealized -69.4%
MUB ISHARES TR 0.2%
Value ($000) $2 Shares 20,554 Est. Cost $112.67 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $2 Shares 8,579 Est. Cost $137.61 Unrealized +38.2%
WMT WALMART INC 0.2%
Value ($000) $2 Shares 11,979 Est. Cost $45.66 Unrealized 0.0%
AMLP ALPS ETF TR 0.2%
Value ($000) $2 Shares 44,381 Est. Cost $34.45 Unrealized
PANW PALO ALTO NETWORKS INC. 0.2%
Value ($000) $2 Shares 12,000 Est. Cost $73.01 Unrealized +10.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $2 Shares 4,540 Est. Cost $75.09 Unrealized +360.5%
IJH ISHARES TR 0.2%
Value ($000) $2 Shares 6,793 Est. Cost $220.22 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $2 Shares 7,076 Est. Cost $229.46 Unrealized -1.4%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $2 Shares 10,233 Est. Cost $102.08 Unrealized +36.4%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $2 Shares 4,127 Est. Cost $227.83 Unrealized
EMYB EMBASSY BANCORP INC 0.2%
Value ($000) $2 Shares 82,175 Est. Cost $12.54 Unrealized +40.1%
HSY THE HERSHEY COMPANY 0.1%
Value ($000) $1 Shares 5,954 Est. Cost $117.69 Unrealized +80.2%
PSEC PROSPECT CAPITAL CORPORATION 0.1%
Value ($000) $1 Shares 194,100 Est. Cost $2.73 Unrealized +69.3%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1 Shares 5,217 Est. Cost $229.07 Unrealized -2.6%
IVV ISHARES TR 0.1%
Value ($000) $1 Shares 3,368 Est. Cost $342.64 Unrealized
SJB PROSHARES TR 0.1%
Value ($000) $1 Shares 67,823 Est. Cost $0.02 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 17,010 Est. Cost $39.43 Unrealized +51.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 2,625 Est. Cost $244.65 Unrealized +91.6%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1 Shares 31,325 Est. Cost $39.20 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 22,777 Est. Cost $23.89 Unrealized +68.2%
TTWO TAKE TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $1 Shares 11,007 Est. Cost $116.18 Unrealized -6.8%
IWR ISHARES TR 0.1%
Value ($000) $1 Shares 16,665 Est. Cost $72.14 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 4,383 Est. Cost $183.45 Unrealized
ESSA BANCORP INC 0.1%
Value ($000) $1 Shares 51,959 Est. Cost $14.92 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $1 Shares 6,782 Est. Cost $61.74 Unrealized +119.1%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 4,201 Est. Cost $137.11 Unrealized +60.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $1 Shares 3,852 Est. Cost $166.21 Unrealized +47.6%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 13,998 Est. Cost $50.43 Unrealized +26.7%
EWJ ISHARES INC 0.1%
Value ($000) $1 Shares 17,992 Est. Cost $61.58 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 6,567 Est. Cost $124.46 Unrealized +15.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 20,887 Est. Cost $28.09 Unrealized +24.7%
GE GENERAL ELECTRIC CORP 0.1%
Value ($000) $1 Shares 11,323 Est. Cost $64.38 Unrealized -24.9%
PPL PPL CORPORATION 0.1%
Value ($000) $1 Shares 29,358 Est. Cost $22.78 Unrealized +8.2%
CSX CSX CORPORATION 0.1%
Value ($000) $1 Shares 27,225 Est. Cost $24.02 Unrealized +19.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $1 Shares 12,574 Est. Cost $38.17 Unrealized +52.0%
PEP PEPSICO INC 0.1%
Value ($000) $1 Shares 4,640 Est. Cost $93.29 Unrealized +72.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 1,158 Est. Cost $593.12 Unrealized +23.7%
HLN HALEON PLC 0.1%
Value ($000) $1 Shares 100,875 Est. Cost $6.09 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 30,330 Est. Cost $40.65 Unrealized -34.4%
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $1 Shares 12,816 Est. Cost $15.93 Unrealized +272.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1 Shares 8,011 Est. Cost $64.20 Unrealized +27.2%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1 Shares 7,496 Est. Cost $54.85 Unrealized +54.1%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1 Shares 14,699 Est. Cost $47.18 Unrealized -4.1%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1 Shares 8,924 Est. Cost $63.45 Unrealized +10.6%
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 6,417 Est. Cost $81.35 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1 Shares 13,996 Est. Cost $36.45 Unrealized +13.8%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 2,106 Est. Cost $109.18 Unrealized +157.5%
EEM ISHARES TR 0.1%
Value ($000) $1 Shares 16,094 Est. Cost $45.17 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1 Shares 6,023 Est. Cost $59.45 Unrealized +36.7%
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $1 Shares 42,300 Est. Cost $15.77 Unrealized
STBA S&T BANCORP INC 0.1%
Value ($000) $1 Shares 17,325 Est. Cost $30.98 Unrealized +13.1%
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 6,074 Est. Cost $59.62 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $1 Shares 9,028 Est. Cost $58.44 Unrealized -0.2%
WPC WP CAREY INC REIT 0.1%
Value ($000) $1 Shares 7,000 Est. Cost $77.55 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $1 Shares 2,455 Est. Cost $66.63 Unrealized +196.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,607 Est. Cost $89.28 Unrealized +59.5%
APP APPLOVIN CORP 0.1%
Value ($000) $1 Shares 50,000 Est. Cost $14.67 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $1 Shares 2,993 Est. Cost $179.20 Unrealized
CELH CELSIUS HOLDINGS INC 0.1%
Value ($000) $1 Shares 5,000 Est. Cost $20.37 Unrealized +60.1%
IEFA ISHARES TR 0.1%
Value ($000) $1 Shares 8,425 Est. Cost $52.70 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1 Shares 2,166 Est. Cost $186.64 Unrealized +22.7%
NVO NOVO-NORDISK A S SPONS ADR 0.1%
Value ($000) $1 Shares 3,750 Est. Cost $69.33 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $1 Shares 6,362 Est. Cost $62.11 Unrealized +12.3%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 2,580 Est. Cost $182.56 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $0 Shares 14,105 Est. Cost $42.85 Unrealized -29.9%
SUMMIT FINANCIAL GROUP 0.1%
Value ($000) $0 Shares 19,548 Est. Cost $11.89 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $0 Shares 8,350 Est. Cost $54.69 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 2,999 Est. Cost $111.17 Unrealized +32.2%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 15,081 Est. Cost $38.09 Unrealized -11.8%
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 5,335 Est. Cost $97.84 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 2,505 Est. Cost $108.32 Unrealized +50.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $116.03 Unrealized +62.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $0 Shares 7,290 Est. Cost $34.70 Unrealized +50.2%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 3,091 Est. Cost $123.58 Unrealized
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $0 Shares 18,646 Est. Cost $17.64 Unrealized +12.8%
HANCOCK JOHN INVS TR SH BEN INT 0.0%
Value ($000) $0 Shares 33,813 Est. Cost $17.02 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $0 Shares 9,115 Est. Cost $57.49 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 5,082 Est. Cost $86.49 Unrealized -15.4%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $0 Shares 1,961 Est. Cost $176.50 Unrealized +5.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 777 Est. Cost $384.24 Unrealized +30.2%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 3,378 Est. Cost $112.99 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 2,188 Est. Cost $217.51 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $0 Shares 2,075 Est. Cost $311.92 Unrealized -47.6%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1,855 Est. Cost $301.89 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $0 Shares 12,385 Est. Cost $24.66 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2,394 Est. Cost $114.29 Unrealized +34.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 6,095 Est. Cost $56.86 Unrealized -5.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 5,256 Est. Cost $24.80 Unrealized +0.8%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,230 Est. Cost $79.08 Unrealized +27.7%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $0 Shares 1,413 Est. Cost $195.56 Unrealized +19.2%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 2,755 Est. Cost $92.48 Unrealized +23.8%
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $123.33 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 3,205 Est. Cost $90.91 Unrealized +6.7%
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 2,455 Est. Cost $0.13 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 2,033 Est. Cost $149.22 Unrealized -5.6%
EPP ISHARES INC 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $49.29 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 4,044 Est. Cost $56.72 Unrealized +10.2%
IEUR ISHARES TR 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $53.39 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $1954.32 Unrealized +23.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 826 Est. Cost $240.15 Unrealized +33.7%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $143.13 Unrealized +54.3%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 3,012 Est. Cost $86.08 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $62.04 Unrealized +29.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,898 Est. Cost $60.03 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 512 Est. Cost $432.66 Unrealized +12.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 3,138 Est. Cost $76.42 Unrealized -3.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 1,840 Est. Cost $114.07 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 607 Est. Cost $341.28 Unrealized +7.6%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 5,673 Est. Cost $36.09 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 1,441 Est. Cost $134.83 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 850 Est. Cost $237.86 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,943 Est. Cost $48.86 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $28.91 Unrealized 0.0%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $9.35 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 802 Est. Cost $0.27 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 560 Est. Cost $337.92 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 1,194 Est. Cost $148.03 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $0 Shares 2,650 Est. Cost $66.07 Unrealized 0.0%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.85 Unrealized +76.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 1,721 Est. Cost $109.40 Unrealized 0.0%
ITT ITT INC 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $77.46 Unrealized 0.0%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $0 Shares 750 Est. Cost $264.08 Unrealized 0.0%
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $0 Shares 16,957 Est. Cost $1013.33 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $0 Shares 12,750 Est. Cost $14.35 Unrealized
PRIMO WATER CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $9.11 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $9.56 Unrealized -25.7%
WU WESTERN UN CO 0.0%
Value ($000) $0 Shares 10,950 Est. Cost $16.32 Unrealized
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 12,389 Est. Cost $21.23 Unrealized -34.5%
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $3.67 Unrealized +46.3%
MFS CHARTER INCOME TRUST 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $8.17 Unrealized
MFS INTER INCOME TRUST 0.0%
Value ($000) $0 Shares 16,100 Est. Cost $4.54 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $10.48 Unrealized -57.7%
A2Z SMART TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 30,465 Est. Cost $6.28 Unrealized
HUMA HUMACYTE INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.44 Unrealized -73.5%
CGEN COMPUGEN LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.86 Unrealized -88.9%