PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $1,065 (100.0% shares, 0.0% debt)

Holdings (222)

NVDA NVIDIA CORP 7.1%
Value ($000) $76 Shares 153,205 Est. Cost $16.13 Unrealized +187.0%
AAPL APPLE INC 6.0%
Value ($000) $64 Shares 333,915 Est. Cost $89.11 Unrealized +105.1%
MSFT MICROSOFT CORP 5.4%
Value ($000) $57 Shares 152,055 Est. Cost $48.48 Unrealized +622.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.4%
Value ($000) $36 Shares 101,190 Est. Cost $144.38 Unrealized +143.1%
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $35 Shares 249,056 Est. Cost $106.01 Unrealized +25.8%
ABT ABBOTT LABS INC 2.9%
Value ($000) $31 Shares 279,353 Est. Cost $46.98 Unrealized +104.5%
ABBV ABBVIE INC 2.8%
Value ($000) $30 Shares 193,087 Est. Cost $76.03 Unrealized +78.5%
LHX L3 HARRIS TECHNOLOGIES INC 2.6%
Value ($000) $28 Shares 131,396 Est. Cost $180.27 Unrealized -0.2%
IBM IBM CORPORATION 2.2%
Value ($000) $23 Shares 142,695 Est. Cost $115.70 Unrealized +22.3%
RTX RTX CORPORATION 2.2%
Value ($000) $23 Shares 272,604 Est. Cost $54.52 Unrealized +38.7%
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $22 Shares 56,956 Est. Cost $247.34 Unrealized +28.5%
IQV IQVIA HOLDINGS INC 1.9%
Value ($000) $20 Shares 88,520 Est. Cost $109.70 Unrealized +87.2%
AVGO BROADCOM INC 1.9%
Value ($000) $20 Shares 18,099 Est. Cost $32.71 Unrealized +182.0%
MDT MEDTRONIC PLC 1.9%
Value ($000) $20 Shares 244,411 Est. Cost $73.24 Unrealized -2.4%
VRT VERTIV HOLDINGS CO 1.7%
Value ($000) $19 Shares 385,542 Est. Cost $15.17 Unrealized +179.8%
CL COLGATE-PALMOLIVE 1.5%
Value ($000) $16 Shares 197,919 Est. Cost $71.26 Unrealized +0.7%
PANW PALO ALTO NETWORKS INC. 1.5%
Value ($000) $15 Shares 52,532 Est. Cost $119.25 Unrealized +12.1%
MPC MARATHON PETROLEUM CORPORATION 1.4%
Value ($000) $15 Shares 99,807 Est. Cost $34.94 Unrealized +306.4%
META META PLATFORMS INC 1.3%
Value ($000) $14 Shares 40,375 Est. Cost $150.05 Unrealized +115.5%
ADBE ADOBE INC 1.3%
Value ($000) $14 Shares 22,902 Est. Cost $428.85 Unrealized +34.5%
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $12 Shares 59,538 Est. Cost $143.71 Unrealized +19.9%
AMZN AMAZON COM INC 1.2%
Value ($000) $12 Shares 80,881 Est. Cost $123.13 Unrealized +13.8%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $12 Shares 26,851 Est. Cost $271.77 Unrealized
BWXT BWX TECHNOLOGIES INC 1.1%
Value ($000) $12 Shares 152,820 Est. Cost $59.38 Unrealized +27.1%
AMGN AMGEN INC 1.1%
Value ($000) $11 Shares 39,036 Est. Cost $182.60 Unrealized +39.7%
VZ VERIZON COMMUNICATIONS 1.0%
Value ($000) $10 Shares 277,395 Est. Cost $31.02 Unrealized -0.1%
DRS LEONARDO DRS INC 1.0%
Value ($000) $10 Shares 516,530 Est. Cost $13.47 Unrealized +38.7%
ENCORE WIRE CORP 1.0%
Value ($000) $10 Shares 47,695 Est. Cost $0.18 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP 0.9%
Value ($000) $10 Shares 334,834 Est. Cost $26.18 Unrealized -2.3%
NEM NEWMONT CORP 0.9%
Value ($000) $10 Shares 235,678 Est. Cost $41.92 Unrealized -12.2%
CVS CVS HEALTH CORP 0.9%
Value ($000) $9 Shares 117,623 Est. Cost $61.26 Unrealized +6.8%
MGK VANGUARD WORLD FD 0.9%
Value ($000) $9 Shares 35,185 Est. Cost $185.39 Unrealized
GOOG ALPHABET INC CL C 0.9%
Value ($000) $9 Shares 64,515 Est. Cost $107.56 Unrealized +25.2%
CAT CATERPILLAR INC DEL 0.8%
Value ($000) $9 Shares 30,293 Est. Cost $141.53 Unrealized +77.5%
TDW TIDEWATER INC NEW 0.8%
Value ($000) $9 Shares 123,786 Est. Cost $43.98 Unrealized +47.2%
CRM SALESFORCE.COM 0.8%
Value ($000) $9 Shares 33,700 Est. Cost $236.55 Unrealized -5.5%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $9 Shares 142,858 Est. Cost $129.05 Unrealized -55.7%
PHYS SPROTT PHYSICAL GOLD TR 0.8%
Value ($000) $9 Shares 546,587 Est. Cost $0.32 Unrealized
ROK ROCKWELL AUTOMATION INC 0.8%
Value ($000) $9 Shares 27,563 Est. Cost $291.42 Unrealized -7.3%
COHR COHERENT CORP 0.8%
Value ($000) $8 Shares 194,811 Est. Cost $46.52 Unrealized -22.5%
FANG DIAMONDBACK ENERGY INC 0.8%
Value ($000) $8 Shares 53,544 Est. Cost $93.57 Unrealized +54.2%
INTC INTEL CORP 0.8%
Value ($000) $8 Shares 165,152 Est. Cost $34.32 Unrealized +16.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value ($000) $8 Shares 34,940 Est. Cost $151.47 Unrealized
V VISA INC CL A 0.8%
Value ($000) $8 Shares 30,910 Est. Cost $178.73 Unrealized +35.8%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $8 Shares 228,011 Est. Cost $21.72 Unrealized +27.1%
UNILEVER PLC 0.7%
Value ($000) $8 Shares 155,360 Est. Cost $45.57 Unrealized
DUK DUKE ENERGY CORP 0.7%
Value ($000) $7 Shares 74,768 Est. Cost $86.53 Unrealized -3.1%
DOW DOW INC 0.7%
Value ($000) $7 Shares 129,811 Est. Cost $48.10 Unrealized -7.1%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $7 Shares 83,841 Est. Cost $58.00 Unrealized +24.5%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $6 Shares 36,354 Est. Cost $101.28 Unrealized +43.1%
TJX TJX COMPANIES 0.6%
Value ($000) $6 Shares 65,289 Est. Cost $43.56 Unrealized +100.3%
GABELLI EQUITY TR INC 0.6%
Value ($000) $6 Shares 1,201,444 Est. Cost $5.87 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $6 Shares 42,144 Est. Cost $53.16 Unrealized +122.6%
STAG STAG INDL INC 0.5%
Value ($000) $6 Shares 148,365 Est. Cost $26.06 Unrealized
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $5 Shares 54,459 Est. Cost $66.76 Unrealized +46.2%
CPB CAMPBELL SOUP CO 0.5%
Value ($000) $5 Shares 121,866 Est. Cost $39.21 Unrealized -2.9%
MRK MERCK & CO INC 0.5%
Value ($000) $5 Shares 47,593 Est. Cost $58.38 Unrealized +65.8%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $5 Shares 29,398 Est. Cost $112.90 Unrealized
KHC KRAFT HEINZ CO 0.5%
Value ($000) $5 Shares 134,103 Est. Cost $29.83 Unrealized +1.8%
CTRA COTERRA ENERGY INC 0.4%
Value ($000) $4 Shares 170,841 Est. Cost $23.83 Unrealized +4.7%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value ($000) $4 Shares 290,306 Est. Cost $20.95 Unrealized -45.9%
NKE NIKE INC 0.4%
Value ($000) $4 Shares 37,285 Est. Cost $66.11 Unrealized +55.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4 Shares 25,183 Est. Cost $103.75 Unrealized +38.4%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $4 Shares 16,760 Est. Cost $196.96 Unrealized
DGICA DONEGAL GROUP INC 0.4%
Value ($000) $4 Shares 277,765 Est. Cost $10.06 Unrealized +28.0%
KO COCA COLA CO 0.3%
Value ($000) $4 Shares 60,426 Est. Cost $53.48 Unrealized -0.4%
PKBK PARKE BANCORP INC 0.3%
Value ($000) $3 Shares 162,435 Est. Cost $10.25 Unrealized +58.8%
MP MP MATERIALS CORP 0.3%
Value ($000) $3 Shares 160,852 Est. Cost $28.48 Unrealized -40.1%
VVV VALVOLINE INC 0.3%
Value ($000) $3 Shares 84,662 Est. Cost $30.25 Unrealized +10.7%
CI THE CIGNA GROUP 0.3%
Value ($000) $3 Shares 10,163 Est. Cost $180.11 Unrealized +55.9%
BA BOEING COMPANY 0.3%
Value ($000) $3 Shares 11,352 Est. Cost $223.28 Unrealized -4.2%
ITA ISHARES TR 0.3%
Value ($000) $3 Shares 22,592 Est. Cost $0.11 Unrealized
PRGO PERRIGO CO PLC 0.3%
Value ($000) $3 Shares 88,668 Est. Cost $39.06 Unrealized -23.5%
T AT&T INC 0.3%
Value ($000) $3 Shares 160,271 Est. Cost $14.99 Unrealized -5.2%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $3 Shares 17,876 Est. Cost $115.73 Unrealized +19.1%
CDRE CADRE HLDGS INC 0.2%
Value ($000) $3 Shares 79,303 Est. Cost $22.64 Unrealized +30.4%
GSK GSK PLC 0.2%
Value ($000) $3 Shares 70,022 Est. Cost $29.42 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value ($000) $3 Shares 27,982 Est. Cost $0.09 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $2 Shares 4,264 Est. Cost $75.09 Unrealized +665.9%
MUB ISHARES TR 0.2%
Value ($000) $2 Shares 20,554 Est. Cost $112.67 Unrealized
DE DEERE & CO. 0.2%
Value ($000) $2 Shares 5,505 Est. Cost $172.41 Unrealized +111.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2 Shares 22,227 Est. Cost $71.85 Unrealized +28.3%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $2 Shares 105,154 Est. Cost $0.02 Unrealized
AVDV AMERICAN CENTY ETF TR 0.2%
Value ($000) $2 Shares 31,843 Est. Cost $0.06 Unrealized
VTRS VIATRIS INC 0.2%
Value ($000) $2 Shares 176,982 Est. Cost $8.92 Unrealized -2.5%
AMLP ALPS ETF TR 0.2%
Value ($000) $2 Shares 44,778 Est. Cost $33.29 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $2 Shares 6,753 Est. Cost $220.22 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $2 Shares 7,574 Est. Cost $137.61 Unrealized +52.0%
BARRICK GOLD CORP 0.2%
Value ($000) $2 Shares 99,029 Est. Cost $0.02 Unrealized
DVN DEVON ENERGY CORPORATION 0.2%
Value ($000) $2 Shares 38,624 Est. Cost $36.82 Unrealized +15.2%
ILMN ILLUMINA INC 0.2%
Value ($000) $2 Shares 12,195 Est. Cost $234.97 Unrealized -50.9%
CPRI CAPRI HOLDINGS LIMITED 0.2%
Value ($000) $2 Shares 33,668 Est. Cost $37.29 Unrealized +33.8%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $2 Shares 3,392 Est. Cost $227.83 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $2 Shares 183,357 Est. Cost $17.73 Unrealized -61.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $2 Shares 30,147 Est. Cost $42.81 Unrealized +9.8%
IVV ISHARES TR 0.1%
Value ($000) $1 Shares 2,938 Est. Cost $342.64 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1 Shares 26,427 Est. Cost $41.35 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1 Shares 8,428 Est. Cost $103.38 Unrealized +16.0%
IWR ISHARES TR 0.1%
Value ($000) $1 Shares 16,665 Est. Cost $72.14 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 18,095 Est. Cost $42.86 Unrealized +48.7%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 13,998 Est. Cost $50.43 Unrealized +52.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1 Shares 13,641 Est. Cost $72.51 Unrealized +14.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1 Shares 5,005 Est. Cost $229.07 Unrealized +3.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1 Shares 4,436 Est. Cost $226.54 Unrealized +14.4%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $1 Shares 144,642 Est. Cost $0.01 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 1,753 Est. Cost $244.65 Unrealized +134.4%
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 5,771 Est. Cost $124.46 Unrealized +38.9%
GE GENERAL ELECTRIC CORP 0.1%
Value ($000) $1 Shares 8,908 Est. Cost $64.38 Unrealized +42.1%
HSY THE HERSHEY COMPANY 0.1%
Value ($000) $1 Shares 5,954 Est. Cost $117.69 Unrealized +51.0%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 4,383 Est. Cost $183.45 Unrealized
BTU PEABODY ENERGY CORP 0.1%
Value ($000) $1 Shares 45,012 Est. Cost $25.25 Unrealized -7.4%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $1 Shares 100,000 Est. Cost $10.80 Unrealized 0.0%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $1 Shares 7,374 Est. Cost $65.23 Unrealized +115.6%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $1 Shares 81,804 Est. Cost $10.59 Unrealized +6.2%
ESSA BANCORP INC 0.1%
Value ($000) $1 Shares 51,859 Est. Cost $14.92 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 1,158 Est. Cost $593.12 Unrealized +38.1%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 4,201 Est. Cost $137.11 Unrealized +46.0%
EMYB EMBASSY BANCORP INC 0.1%
Value ($000) $1 Shares 61,675 Est. Cost $12.54 Unrealized +9.3%
PBR/A PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $1 Shares 59,301 Est. Cost $0.01 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1 Shares 2,929 Est. Cost $168.63 Unrealized +53.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $1 Shares 11,484 Est. Cost $38.17 Unrealized +68.5%
CELH CELSIUS HOLDINGS INC 0.1%
Value ($000) $1 Shares 15,000 Est. Cost $42.37 Unrealized +26.0%
NVO NOVO-NORDISK A S SPONS ADR 0.1%
Value ($000) $1 Shares 7,500 Est. Cost $34.71 Unrealized
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1 Shares 7,496 Est. Cost $54.85 Unrealized +60.6%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1 Shares 14,321 Est. Cost $36.91 Unrealized +30.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 17,504 Est. Cost $28.09 Unrealized +23.9%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $1 Shares 2,675 Est. Cost $81.74 Unrealized +178.1%
OPCH OPTION CARE HEALTH INC 0.1%
Value ($000) $1 Shares 20,000 Est. Cost $30.73 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1 Shares 7,529 Est. Cost $63.45 Unrealized +26.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $1 Shares 10,295 Est. Cost $68.85 Unrealized -13.5%
PEP PEPSICO INC 0.1%
Value ($000) $1 Shares 3,903 Est. Cost $97.10 Unrealized +58.3%
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 6,074 Est. Cost $59.62 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 6,417 Est. Cost $81.35 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,357 Est. Cost $89.28 Unrealized +75.9%
CSX CSX CORPORATION 0.1%
Value ($000) $1 Shares 17,925 Est. Cost $24.02 Unrealized +28.5%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 21,531 Est. Cost $24.51 Unrealized +7.7%
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 2,509 Est. Cost $111.17 Unrealized +93.9%
SUMMIT FINANCIAL GROUP 0.1%
Value ($000) $1 Shares 19,548 Est. Cost $11.89 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $1 Shares 42,300 Est. Cost $15.77 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $1 Shares 4,329 Est. Cost $61.74 Unrealized +104.5%
IEFA ISHARES TR 0.1%
Value ($000) $1 Shares 8,425 Est. Cost $52.70 Unrealized
STBA S&T BANCORP INC 0.1%
Value ($000) $1 Shares 17,225 Est. Cost $30.98 Unrealized -7.4%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1 Shares 5,895 Est. Cost $59.73 Unrealized +40.1%
SHEL SHELL PLC 0.1%
Value ($000) $1 Shares 8,350 Est. Cost $54.69 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $1 Shares 2,618 Est. Cost $179.20 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $1 Shares 86,350 Est. Cost $2.73 Unrealized +51.1%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1 Shares 1,855 Est. Cost $301.89 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $182.56 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 9,148 Est. Cost $57.61 Unrealized -21.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 2,125 Est. Cost $116.03 Unrealized +67.8%
WPC WP CAREY INC REIT 0.0%
Value ($000) $0 Shares 7,290 Est. Cost $74.47 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 2,188 Est. Cost $217.51 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $0 Shares 9,115 Est. Cost $57.49 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 3,091 Est. Cost $123.58 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $0 Shares 16,851 Est. Cost $22.82 Unrealized +3.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 10,395 Est. Cost $42.85 Unrealized -6.4%
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $123.33 Unrealized
HANCOCK JOHN INVS TR SH BEN INT 0.0%
Value ($000) $0 Shares 33,813 Est. Cost $17.02 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 1,265 Est. Cost $109.18 Unrealized +169.0%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $0 Shares 1,852 Est. Cost $186.64 Unrealized +19.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 796 Est. Cost $387.27 Unrealized +32.0%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $0 Shares 10,832 Est. Cost $47.18 Unrealized -26.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2,110 Est. Cost $115.97 Unrealized +40.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 845 Est. Cost $243.48 Unrealized +59.4%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 14,158 Est. Cost $38.09 Unrealized -42.0%
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $0 Shares 16,499 Est. Cost $17.64 Unrealized -2.0%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 10,400 Est. Cost $21.23 Unrealized +57.6%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $0 Shares 1,686 Est. Cost $176.50 Unrealized -0.8%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $92.48 Unrealized +39.4%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 3,155 Est. Cost $90.91 Unrealized +11.1%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,030 Est. Cost $79.08 Unrealized +23.1%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 5,255 Est. Cost $27.87 Unrealized +7.1%
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 3,235 Est. Cost $91.65 Unrealized +16.4%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 5,918 Est. Cost $40.07 Unrealized +28.7%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 2,863 Est. Cost $112.99 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 4,044 Est. Cost $56.72 Unrealized +35.8%
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 +51.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $62.04 Unrealized +48.3%
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $0.12 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 1,455 Est. Cost $194.65 Unrealized 0.0%
ITT ITT INC 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $77.46 Unrealized +35.7%
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $1954.32 Unrealized +32.7%
AEM AGNICO EAGLES MINES LTD 0.0%
Value ($000) $0 Shares 5,403 Est. Cost $46.66 Unrealized +2.8%
FRO FRONTLINE PLC 0.0%
Value ($000) $0 Shares 14,352 Est. Cost $11.98 Unrealized +51.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 5,930 Est. Cost $56.76 Unrealized -29.2%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 2,714 Est. Cost $86.08 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $143.13 Unrealized +51.5%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 1,074 Est. Cost $175.68 Unrealized +35.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,898 Est. Cost $60.03 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $97.43 Unrealized +4.8%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $63.29 Unrealized +6.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 3,311 Est. Cost $71.08 Unrealized -1.8%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $9.35 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $28.91 Unrealized +10.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 4,070 Est. Cost $72.73 Unrealized -26.5%
AOS SMITH A O CORP 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $71.01 Unrealized 0.0%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $0 Shares 700 Est. Cost $264.08 Unrealized +18.4%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $56.32 Unrealized +3.7%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 1,477 Est. Cost $138.49 Unrealized +9.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 3,140 Est. Cost $29.83 Unrealized -2.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 620 Est. Cost $296.47 Unrealized +12.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 1,740 Est. Cost $114.07 Unrealized +4.6%
DGRO ISHARES TR 0.0%
Value ($000) $0 Shares 4,145 Est. Cost $0.05 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.85 Unrealized +51.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,095 Est. Cost $172.22 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 2,180 Est. Cost $108.32 Unrealized -22.4%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $56.85 Unrealized -2.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3,401 Est. Cost $57.28 Unrealized 0.0%
IEMG ISHARES INC 0.0%
Value ($000) $0 Shares 4,062 Est. Cost $0.05 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 1,305 Est. Cost $148.33 Unrealized -9.5%
TTWO TAKE TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 1,243 Est. Cost $149.20 Unrealized 0.0%
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 -50.7%
PRIMO WATER CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $9.11 Unrealized
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $3.67 Unrealized +96.1%
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
CGEN COMPUGEN LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.86 Unrealized -88.9%
HUMA HUMACYTE INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.44 Unrealized -77.6%
A2Z SMART TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 15,465 Est. Cost $6.28 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $0 Shares 370,000 Est. Cost $0.66 Unrealized -82.3%