PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $982 (100.0% shares, 0.0% debt)

Holdings (231)

AAPL APPLE INC 6.1%
Value ($000) $60 Shares 365,026 Est. Cost $89.11 Unrealized +63.3%
MSFT MICROSOFT CORP 4.9%
Value ($000) $48 Shares 167,387 Est. Cost $48.48 Unrealized +414.6%
NVDA NVIDIA CORP 4.7%
Value ($000) $46 Shares 166,660 Est. Cost $16.13 Unrealized +34.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.4%
Value ($000) $34 Shares 108,597 Est. Cost $144.38 Unrealized +113.4%
ABBV ABBVIE INC 3.4%
Value ($000) $34 Shares 210,323 Est. Cost $76.03 Unrealized +81.7%
ABT ABBOTT LABS INC 3.1%
Value ($000) $30 Shares 297,955 Est. Cost $46.98 Unrealized +112.9%
RTX RAYTHEON TECHNOLOGIES CORP 3.0%
Value ($000) $29 Shares 298,119 Est. Cost $54.52 Unrealized +69.3%
GOOGL ALPHABET INC CL A 2.8%
Value ($000) $28 Shares 268,260 Est. Cost $106.01 Unrealized -10.2%
LHX L3 HARRIS TECHNOLOGIES INC 2.5%
Value ($000) $25 Shares 127,535 Est. Cost $180.34 Unrealized +6.5%
ACTIVISION BLIZZARD, INC 2.4%
Value ($000) $24 Shares 276,995 Est. Cost $58.50 Unrealized
GS GOLDMAN SACHS GROUP INC 2.3%
Value ($000) $22 Shares 68,516 Est. Cost $247.34 Unrealized +30.8%
MDT MEDTRONIC PLC 2.1%
Value ($000) $21 Shares 255,404 Est. Cost $73.12 Unrealized +1.9%
IQV IQVIA HOLDINGS INC 1.9%
Value ($000) $19 Shares 95,952 Est. Cost $109.70 Unrealized +94.8%
IBM IBM CORPORATION 1.9%
Value ($000) $18 Shares 140,273 Est. Cost $115.00 Unrealized +5.0%
MPC MARATHON PETROLEUM CORPORATION 1.7%
Value ($000) $17 Shares 125,475 Est. Cost $34.94 Unrealized +236.5%
AVGO BROADCOM INC 1.3%
Value ($000) $13 Shares 20,598 Est. Cost $24.28 Unrealized +137.2%
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $12 Shares 61,920 Est. Cost $143.71 Unrealized +22.9%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $11 Shares 290,507 Est. Cost $31.02 Unrealized +5.4%
V VISA INC CL A 1.1%
Value ($000) $11 Shares 46,823 Est. Cost $178.73 Unrealized +21.9%
AEROJET ROCKETDYNE HLDGS INC 1.0%
Value ($000) $10 Shares 180,885 Est. Cost $39.62 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $10 Shares 47,854 Est. Cost $150.05 Unrealized +12.7%
PGC PEAPACK-GLADSTONE FINL CORP 1.0%
Value ($000) $10 Shares 342,137 Est. Cost $26.18 Unrealized +32.3%
AMGN AMGEN INC 1.0%
Value ($000) $9 Shares 39,035 Est. Cost $173.92 Unrealized +28.8%
PHYS SPROTT PHYSICAL GOLD TR 0.9%
Value ($000) $9 Shares 594,862 Est. Cost $0.32 Unrealized
BAC BANK OF AMERICA CORP 0.9%
Value ($000) $9 Shares 318,008 Est. Cost $21.72 Unrealized +40.8%
AMZN AMAZON COM INC 0.9%
Value ($000) $9 Shares 85,871 Est. Cost $123.53 Unrealized -21.8%
BWXT BWX TECHNOLOGIES INC 0.8%
Value ($000) $8 Shares 131,395 Est. Cost $56.86 Unrealized +3.0%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $8 Shares 108,017 Est. Cost $151.32 Unrealized -49.2%
UNILEVER PLC 0.8%
Value ($000) $8 Shares 155,950 Est. Cost $45.57 Unrealized
CAT CATERPILLAR INC DEL 0.8%
Value ($000) $8 Shares 35,345 Est. Cost $141.53 Unrealized +62.9%
CRM SALESFORCE.COM 0.8%
Value ($000) $8 Shares 39,982 Est. Cost $236.55 Unrealized -29.5%
QCOM QUALCOMM INC 0.8%
Value ($000) $8 Shares 60,990 Est. Cost $53.16 Unrealized +119.0%
CVS CVS HEALTH CORP 0.8%
Value ($000) $8 Shares 103,575 Est. Cost $60.76 Unrealized +23.7%
RPRX ROYALTY PHARMA PLC 0.8%
Value ($000) $8 Shares 213,430 Est. Cost $41.85 Unrealized -11.4%
FANG DIAMONDBACK ENERGY INC 0.8%
Value ($000) $8 Shares 56,122 Est. Cost $93.22 Unrealized +32.8%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $7 Shares 77,661 Est. Cost $86.85 Unrealized +1.5%
DOW DOW INC 0.8%
Value ($000) $7 Shares 136,644 Est. Cost $48.14 Unrealized -1.7%
COHR COHERENT CORP 0.8%
Value ($000) $7 Shares 195,780 Est. Cost $47.89 Unrealized -15.0%
GILD GILEAD SCIENCES INC COM 0.7%
Value ($000) $7 Shares 86,895 Est. Cost $58.00 Unrealized +28.8%
MGK VANGUARD WORLD FD 0.7%
Value ($000) $7 Shares 35,185 Est. Cost $185.39 Unrealized
GOOG ALPHABET INC CL C 0.7%
Value ($000) $7 Shares 68,925 Est. Cost $107.31 Unrealized -10.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $7 Shares 35,040 Est. Cost $151.47 Unrealized
CPB CAMPBELL SOUP CO 0.7%
Value ($000) $7 Shares 129,958 Est. Cost $38.96 Unrealized +23.2%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $7 Shares 18,171 Est. Cost $403.05 Unrealized
CARR CARRIER GLOBAL CORP 0.7%
Value ($000) $7 Shares 149,270 Est. Cost $40.07 Unrealized +7.6%
GABELLI EQUITY TR INC 0.7%
Value ($000) $7 Shares 1,163,044 Est. Cost $6.10 Unrealized
KHC KRAFT HEINZ CO 0.7%
Value ($000) $7 Shares 171,863 Est. Cost $29.83 Unrealized +14.6%
XOM EXXON MOBIL CORPORATION 0.7%
Value ($000) $7 Shares 60,091 Est. Cost $66.76 Unrealized +50.1%
ADBE ADOBE INC 0.7%
Value ($000) $7 Shares 16,867 Est. Cost $403.39 Unrealized -11.9%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $6 Shares 81,735 Est. Cost $69.01 Unrealized +0.8%
VRT VERTIV HOLDINGS CO 0.6%
Value ($000) $6 Shares 413,140 Est. Cost $15.17 Unrealized -3.5%
STAG STAG INDL INC 0.6%
Value ($000) $5 Shares 162,215 Est. Cost $30.12 Unrealized
TJX TJX COMPANIES 0.6%
Value ($000) $5 Shares 69,678 Est. Cost $43.56 Unrealized +73.6%
DRS LEONARDO DRS INC 0.6%
Value ($000) $5 Shares 416,743 Est. Cost $12.79 Unrealized 0.0%
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $5 Shares 41,392 Est. Cost $101.28 Unrealized +26.5%
DGICA DONEGAL GROUP INC 0.5%
Value ($000) $5 Shares 349,050 Est. Cost $10.06 Unrealized +30.4%
MRK MERCK & CO INC 0.5%
Value ($000) $5 Shares 48,045 Est. Cost $57.62 Unrealized +71.3%
NEM NEWMONT CORP 0.5%
Value ($000) $5 Shares 103,658 Est. Cost $42.14 Unrealized +6.3%
NKE NIKE INC 0.5%
Value ($000) $5 Shares 41,353 Est. Cost $66.11 Unrealized +76.5%
CTRA COTERRA ENERGY INC 0.5%
Value ($000) $5 Shares 195,820 Est. Cost $23.83 Unrealized -7.4%
KO COCA COLA CO 0.5%
Value ($000) $5 Shares 76,971 Est. Cost $53.48 Unrealized +3.6%
CFG CITIZENS FINANCIAL GROUP INC 0.4%
Value ($000) $4 Shares 144,573 Est. Cost $38.27 Unrealized -10.2%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $4 Shares 28,511 Est. Cost $128.07 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4 Shares 26,826 Est. Cost $103.75 Unrealized +42.5%
TDW TIDEWATER INC NEW 0.4%
Value ($000) $4 Shares 88,510 Est. Cost $42.97 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $4 Shares 13,242 Est. Cost $226.54 Unrealized +19.3%
ITA ISHARES TR 0.4%
Value ($000) $4 Shares 32,665 Est. Cost $0.11 Unrealized
VVV VALVOLINE INC 0.4%
Value ($000) $4 Shares 107,304 Est. Cost $30.25 Unrealized +15.0%
PPLT ABRDN PLATINUM ETF TRUST 0.4%
Value ($000) $4 Shares 40,485 Est. Cost $0.09 Unrealized
MP MP MATERIALS CORP 0.4%
Value ($000) $4 Shares 127,770 Est. Cost $30.29 Unrealized -0.1%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $4 Shares 16,760 Est. Cost $196.96 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $4 Shares 33,705 Est. Cost $71.85 Unrealized +35.1%
ILMN ILLUMINA INC 0.4%
Value ($000) $3 Shares 14,951 Est. Cost $272.51 Unrealized -24.9%
T AT&T INC 0.3%
Value ($000) $3 Shares 177,771 Est. Cost $14.99 Unrealized +9.1%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $3 Shares 20,472 Est. Cost $115.73 Unrealized +28.3%
SOFI SOFI TECHNOLOGIES INC 0.3%
Value ($000) $3 Shares 500,285 Est. Cost $16.20 Unrealized -62.6%
PRGO PERRIGO CO PLC 0.3%
Value ($000) $3 Shares 82,882 Est. Cost $40.18 Unrealized -10.0%
BA BOEING COMPANY 0.3%
Value ($000) $3 Shares 13,933 Est. Cost $223.28 Unrealized -6.9%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $3 Shares 42,522 Est. Cost $42.81 Unrealized +43.6%
PKBK PARKE BANCORP INC 0.3%
Value ($000) $3 Shares 162,435 Est. Cost $10.25 Unrealized +73.0%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $3 Shares 75,797 Est. Cost $39.69 Unrealized 0.0%
CI THE CIGNA GROUP 0.3%
Value ($000) $3 Shares 10,771 Est. Cost $180.11 Unrealized +53.3%
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value ($000) $3 Shares 288,776 Est. Cost $22.38 Unrealized -47.3%
GSK GSK PLC 0.3%
Value ($000) $3 Shares 71,262 Est. Cost $29.42 Unrealized
BARRICK GOLD CORP 0.2%
Value ($000) $2 Shares 131,648 Est. Cost $0.02 Unrealized
NWL NEWELL BRANDS INC 0.2%
Value ($000) $2 Shares 195,482 Est. Cost $17.93 Unrealized -30.6%
PANW PALO ALTO NETWORKS INC. 0.2%
Value ($000) $2 Shares 12,000 Est. Cost $73.01 Unrealized +16.1%
PG PROCTER & GAMBLE COMPANY 0.2%
Value ($000) $2 Shares 16,035 Est. Cost $65.23 Unrealized +104.2%
CODORUS VALLEY BANCORP INC 0.2%
Value ($000) $2 Shares 113,746 Est. Cost $23.25 Unrealized
DE DEERE & CO. 0.2%
Value ($000) $2 Shares 5,700 Est. Cost $167.78 Unrealized +136.7%
MUB ISHARES TR 0.2%
Value ($000) $2 Shares 20,554 Est. Cost $112.67 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.2%
Value ($000) $2 Shares 43,151 Est. Cost $37.29 Unrealized +43.9%
BTU PEABODY ENERGY CORP 0.2%
Value ($000) $2 Shares 70,369 Est. Cost $25.25 Unrealized +1.2%
UNP UNION PAC CORP 0.2%
Value ($000) $2 Shares 8,579 Est. Cost $137.61 Unrealized +37.6%
PROSHARES TR 0.2%
Value ($000) $2 Shares 141,224 Est. Cost $0.01 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $2 Shares 44,131 Est. Cost $34.45 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $2 Shares 6,793 Est. Cost $220.22 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $2 Shares 4,032 Est. Cost $227.83 Unrealized
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.2%
Value ($000) $2 Shares 58,750 Est. Cost $29.03 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $2 Shares 4,540 Est. Cost $75.09 Unrealized +339.3%
HSY THE HERSHEY COMPANY 0.2%
Value ($000) $2 Shares 5,954 Est. Cost $117.69 Unrealized +84.5%
EMYB EMBASSY BANCORP INC 0.1%
Value ($000) $1 Shares 82,175 Est. Cost $12.54 Unrealized +30.8%
IVV ISHARES TR 0.1%
Value ($000) $1 Shares 3,368 Est. Cost $342.64 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.1%
Value ($000) $1 Shares 194,100 Est. Cost $2.73 Unrealized +75.3%
TTWO TAKE TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $1 Shares 11,004 Est. Cost $116.18 Unrealized -4.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 2,625 Est. Cost $244.65 Unrealized +92.6%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1 Shares 10,173 Est. Cost $102.08 Unrealized +31.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1 Shares 5,217 Est. Cost $229.07 Unrealized +1.4%
SJB PROSHARES TR 0.1%
Value ($000) $1 Shares 67,823 Est. Cost $0.02 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 13,998 Est. Cost $50.43 Unrealized +47.3%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 16,815 Est. Cost $39.43 Unrealized +53.9%
IWR ISHARES TR 0.1%
Value ($000) $1 Shares 16,665 Est. Cost $72.14 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 6,567 Est. Cost $124.46 Unrealized +27.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $1 Shares 3,902 Est. Cost $167.29 Unrealized +49.7%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1 Shares 31,325 Est. Cost $39.20 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $1 Shares 17,992 Est. Cost $61.58 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 4,383 Est. Cost $183.45 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 31,580 Est. Cost $40.13 Unrealized -31.4%
GE GENERAL ELECTRIC CORP 0.1%
Value ($000) $1 Shares 10,262 Est. Cost $64.38 Unrealized +2.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 1,158 Est. Cost $593.12 Unrealized +26.5%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 22,777 Est. Cost $23.89 Unrealized +53.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $1 Shares 6,544 Est. Cost $61.74 Unrealized +119.0%
PBR/A PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $1 Shares 98,269 Est. Cost $0.01 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 20,337 Est. Cost $28.09 Unrealized +29.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 4,201 Est. Cost $137.11 Unrealized +58.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $1 Shares 12,274 Est. Cost $38.17 Unrealized +60.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $1 Shares 9,975 Est. Cost $69.26 Unrealized +3.9%
PEP PEPSICO INC 0.1%
Value ($000) $1 Shares 4,515 Est. Cost $93.29 Unrealized +70.1%
ESSA BANCORP INC 0.1%
Value ($000) $1 Shares 51,959 Est. Cost $14.92 Unrealized
PPL PPL CORPORATION 0.1%
Value ($000) $1 Shares 29,358 Est. Cost $22.78 Unrealized +12.4%
CSX CSX CORPORATION 0.1%
Value ($000) $1 Shares 27,125 Est. Cost $24.02 Unrealized +22.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1 Shares 7,961 Est. Cost $64.20 Unrealized +32.1%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1 Shares 13,996 Est. Cost $36.45 Unrealized +23.1%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1 Shares 7,496 Est. Cost $54.85 Unrealized +50.6%
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 6,417 Est. Cost $81.35 Unrealized
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $1 Shares 12,816 Est. Cost $15.93 Unrealized +217.4%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1 Shares 7,579 Est. Cost $63.45 Unrealized +24.4%
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $1 Shares 42,300 Est. Cost $15.77 Unrealized
CSIQ CANADIAN SOLAR INC 0.1%
Value ($000) $1 Shares 15,081 Est. Cost $38.09 Unrealized +4.2%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 2,031 Est. Cost $109.18 Unrealized +160.7%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $1 Shares 2,455 Est. Cost $66.63 Unrealized +226.7%
NVO NOVO-NORDISK A S SPONS ADR 0.1%
Value ($000) $1 Shares 3,750 Est. Cost $69.33 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 6,074 Est. Cost $59.62 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1 Shares 5,833 Est. Cost $59.45 Unrealized +46.3%
IEFA ISHARES TR 0.1%
Value ($000) $1 Shares 8,425 Est. Cost $52.70 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,357 Est. Cost $89.28 Unrealized +79.2%
TSN TYSON FOODS INC 0.1%
Value ($000) $1 Shares 9,316 Est. Cost $58.35 Unrealized -5.0%
STBA S&T BANCORP INC 0.1%
Value ($000) $1 Shares 17,325 Est. Cost $30.98 Unrealized +12.5%
WPC WP CAREY INC REIT 0.1%
Value ($000) $1 Shares 7,000 Est. Cost $77.55 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1 Shares 12,395 Est. Cost $47.18 Unrealized -4.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1 Shares 14,105 Est. Cost $42.85 Unrealized -19.2%
IWM ISHARES TR 0.1%
Value ($000) $1 Shares 2,993 Est. Cost $179.20 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 2,999 Est. Cost $111.17 Unrealized +44.1%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 2,580 Est. Cost $182.56 Unrealized
DIS WALT DISNEY COMPANY 0.0%
Value ($000) $0 Shares 4,808 Est. Cost $130.79 Unrealized -24.7%
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 8,350 Est. Cost $54.69 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 5,082 Est. Cost $86.49 Unrealized -2.0%
CELH CELSIUS HOLDINGS INC 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $20.37 Unrealized +54.9%
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 5,335 Est. Cost $97.84 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $0 Shares 7,290 Est. Cost $34.70 Unrealized +58.2%
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $116.03 Unrealized +65.6%
ACWX ISHARES TR 0.0%
Value ($000) $0 Shares 9,115 Est. Cost $57.49 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $0 Shares 1,966 Est. Cost $186.64 Unrealized +13.3%
HANCOCK JOHN INVS TR SH BEN INT 0.0%
Value ($000) $0 Shares 33,813 Est. Cost $17.02 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1,855 Est. Cost $301.89 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 3,091 Est. Cost $123.58 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 2,188 Est. Cost $217.51 Unrealized
SUMMIT FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 19,548 Est. Cost $11.89 Unrealized
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $0 Shares 1,961 Est. Cost $176.50 Unrealized +7.4%
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $0 Shares 18,646 Est. Cost $17.64 Unrealized +6.9%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 3,378 Est. Cost $112.99 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2,394 Est. Cost $114.29 Unrealized +28.1%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 2,505 Est. Cost $108.32 Unrealized +52.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 5,256 Est. Cost $24.80 Unrealized +15.6%
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $123.33 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 2,755 Est. Cost $92.48 Unrealized +31.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 777 Est. Cost $384.24 Unrealized +19.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 6,195 Est. Cost $56.76 Unrealized -10.9%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,230 Est. Cost $79.08 Unrealized +27.6%
ABBNY ABB LTD 0.0%
Value ($000) $0 Shares 9,785 Est. Cost $24.66 Unrealized
FRO FRONTLINE PLC 0.0%
Value ($000) $0 Shares 19,388 Est. Cost $11.98 Unrealized 0.0%
IEUR ISHARES TR 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $53.39 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $62.04 Unrealized +51.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 3,769 Est. Cost $71.08 Unrealized 0.0%
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 2,455 Est. Cost $0.13 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $195.56 Unrealized +8.5%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 1,783 Est. Cost $149.22 Unrealized -0.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 826 Est. Cost $240.15 Unrealized +43.1%
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $1954.32 Unrealized +24.8%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 3,012 Est. Cost $86.08 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 3,155 Est. Cost $90.91 Unrealized -3.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,898 Est. Cost $60.03 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $143.13 Unrealized +59.3%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 4,044 Est. Cost $56.72 Unrealized +13.3%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 802 Est. Cost $0.27 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 850 Est. Cost $237.86 Unrealized +13.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 1,780 Est. Cost $114.07 Unrealized +7.8%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $56.85 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 5,673 Est. Cost $36.09 Unrealized +12.5%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 12,389 Est. Cost $21.23 Unrealized -21.7%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 3,120 Est. Cost $63.29 Unrealized 0.0%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $9.35 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 28,987 Est. Cost $6.09 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 512 Est. Cost $432.66 Unrealized +5.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 1,194 Est. Cost $148.03 Unrealized +6.8%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 560 Est. Cost $337.92 Unrealized +13.4%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $28.91 Unrealized -0.1%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 1,053 Est. Cost $174.45 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 2,820 Est. Cost $76.42 Unrealized -7.5%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 607 Est. Cost $341.28 Unrealized +4.4%
ITT ITT INC 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $77.46 Unrealized +13.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,095 Est. Cost $170.53 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 1,454 Est. Cost $45.66 Unrealized +0.3%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $0 Shares 750 Est. Cost $264.08 Unrealized -1.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 1,441 Est. Cost $134.83 Unrealized +3.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,943 Est. Cost $48.86 Unrealized -2.3%
IEMG ISHARES INC 0.0%
Value ($000) $0 Shares 4,237 Est. Cost $0.05 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $61.76 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $0 Shares 2,650 Est. Cost $66.07 Unrealized +15.3%
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $0 Shares 16,957 Est. Cost $1013.33 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $9.56 Unrealized -41.6%
PRIMO WATER CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $9.11 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.85 Unrealized +55.2%
WU WESTERN UN CO 0.0%
Value ($000) $0 Shares 11,200 Est. Cost $15.96 Unrealized
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $3.67 Unrealized +85.9%
MFS CHARTER INCOME TRUST 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $8.17 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $10.48 Unrealized -62.2%
MFS INTER INCOME TRUST 0.0%
Value ($000) $0 Shares 16,100 Est. Cost $4.54 Unrealized
HUMA HUMACYTE INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.44 Unrealized -75.1%
A2Z SMART TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 15,465 Est. Cost $6.28 Unrealized
CGEN COMPUGEN LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.86 Unrealized -89.5%