PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value ($000): $1,287 (100.0% shares, 0.0% debt)

Holdings (229)

NVDA NVIDIA CORP 13.0%
Value ($000) $167 Shares 1,351,640 Est. Cost $91.85 Unrealized +10.0%
MSFT MICROSOFT CORP 5.2%
Value ($000) $67 Shares 150,192 Est. Cost $48.48 Unrealized +760.8%
AAPL APPLE INC 5.2%
Value ($000) $66 Shares 315,235 Est. Cost $89.11 Unrealized +107.7%
GOOGL ALPHABET INC CL A 3.6%
Value ($000) $46 Shares 250,956 Est. Cost $106.01 Unrealized +57.9%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.3%
Value ($000) $43 Shares 105,216 Est. Cost $154.11 Unrealized +165.1%
ABBV ABBVIE INC 2.8%
Value ($000) $36 Shares 207,063 Est. Cost $81.30 Unrealized +93.3%
VRT VERTIV HOLDINGS CO 2.5%
Value ($000) $32 Shares 366,202 Est. Cost $15.17 Unrealized +498.7%
LHX L3 HARRIS TECHNOLOGIES INC 2.4%
Value ($000) $31 Shares 139,189 Est. Cost $181.62 Unrealized +15.2%
ABT ABBOTT LABS INC 2.3%
Value ($000) $30 Shares 287,378 Est. Cost $48.68 Unrealized +111.5%
RTX RTX CORPORATION 2.2%
Value ($000) $29 Shares 286,217 Est. Cost $56.24 Unrealized +78.0%
AVGO BROADCOM INC 2.2%
Value ($000) $28 Shares 17,487 Est. Cost $32.71 Unrealized +320.9%
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $27 Shares 60,209 Est. Cost $254.95 Unrealized +66.2%
PANW PALO ALTO NETWORKS INC. 2.0%
Value ($000) $26 Shares 76,991 Est. Cost $130.62 Unrealized +14.5%
IBM IBM CORPORATION 2.0%
Value ($000) $26 Shares 148,718 Est. Cost $117.82 Unrealized +40.8%
IQV IQVIA HOLDINGS INC 1.8%
Value ($000) $23 Shares 106,682 Est. Cost $129.58 Unrealized +75.3%
META META PLATFORMS INC 1.6%
Value ($000) $20 Shares 39,955 Est. Cost $150.05 Unrealized +222.1%
COHR COHERENT CORP 1.5%
Value ($000) $20 Shares 270,638 Est. Cost $49.64 Unrealized +21.1%
MDT MEDTRONIC PLC 1.5%
Value ($000) $20 Shares 247,939 Est. Cost $73.36 Unrealized +6.4%
AMZN AMAZON COM INC 1.4%
Value ($000) $18 Shares 94,571 Est. Cost $131.35 Unrealized +39.9%
ROK ROCKWELL AUTOMATION INC 1.4%
Value ($000) $18 Shares 66,101 Est. Cost $283.02 Unrealized -7.3%
MPC MARATHON PETROLEUM CORPORATION 1.3%
Value ($000) $17 Shares 97,815 Est. Cost $34.94 Unrealized +414.0%
BWXT BWX TECHNOLOGIES INC 1.3%
Value ($000) $17 Shares 176,705 Est. Cost $63.66 Unrealized +43.7%
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $15 Shares 69,386 Est. Cost $149.20 Unrealized +23.2%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $15 Shares 29,291 Est. Cost $249.72 Unrealized
DRS LEONARDO DRS INC 1.0%
Value ($000) $13 Shares 525,576 Est. Cost $13.56 Unrealized +67.1%
AMGN AMGEN INC 1.0%
Value ($000) $13 Shares 40,009 Est. Cost $184.91 Unrealized +51.1%
TDW TIDEWATER INC NEW 0.9%
Value ($000) $12 Shares 126,751 Est. Cost $44.86 Unrealized +119.9%
GOOG ALPHABET INC CL C 0.9%
Value ($000) $12 Shares 64,891 Est. Cost $107.92 Unrealized +56.5%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $11 Shares 271,647 Est. Cost $31.02 Unrealized +17.6%
NEM NEWMONT CORP 0.9%
Value ($000) $11 Shares 266,107 Est. Cost $41.16 Unrealized -3.8%
FANG DIAMONDBACK ENERGY INC 0.9%
Value ($000) $11 Shares 55,112 Est. Cost $95.95 Unrealized +96.8%
MGK VANGUARD WORLD FD 0.8%
Value ($000) $10 Shares 32,835 Est. Cost $185.39 Unrealized
CAT CATERPILLAR INC DEL 0.8%
Value ($000) $10 Shares 30,518 Est. Cost $141.53 Unrealized +139.3%
CRM SALESFORCE.COM 0.8%
Value ($000) $10 Shares 39,216 Est. Cost $241.10 Unrealized +9.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value ($000) $10 Shares 36,865 Est. Cost $143.57 Unrealized
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $10 Shares 245,411 Est. Cost $22.70 Unrealized +62.3%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $10 Shares 98,038 Est. Cost $71.26 Unrealized +25.0%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $9 Shares 519,920 Est. Cost $0.32 Unrealized
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $9 Shares 151,532 Est. Cost $125.22 Unrealized -49.3%
QCOM QUALCOMM INC 0.7%
Value ($000) $9 Shares 42,799 Est. Cost $56.30 Unrealized +223.9%
CTRA COTERRA ENERGY INC 0.7%
Value ($000) $8 Shares 318,657 Est. Cost $24.65 Unrealized +6.4%
DUK DUKE ENERGY CORP 0.6%
Value ($000) $8 Shares 77,631 Est. Cost $86.68 Unrealized +8.7%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $8 Shares 38,263 Est. Cost $104.53 Unrealized +81.0%
V VISA INC CL A 0.6%
Value ($000) $8 Shares 28,695 Est. Cost $178.73 Unrealized +51.5%
PGC PEAPACK-GLADSTONE FINL CORP 0.6%
Value ($000) $8 Shares 332,365 Est. Cost $26.18 Unrealized -14.6%
ADBE ADOBE INC 0.6%
Value ($000) $7 Shares 13,061 Est. Cost $437.23 Unrealized +10.7%
TJX TJX COMPANIES 0.5%
Value ($000) $7 Shares 62,665 Est. Cost $43.56 Unrealized +126.5%
INTC INTEL CORP 0.5%
Value ($000) $7 Shares 212,770 Est. Cost $38.71 Unrealized -16.0%
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $6 Shares 55,648 Est. Cost $67.49 Unrealized +63.1%
FCX FREEPORT MCMORAN INC 0.5%
Value ($000) $6 Shares 129,756 Est. Cost $49.32 Unrealized 0.0%
GABELLI EQUITY TR INC 0.5%
Value ($000) $6 Shares 1,178,109 Est. Cost $5.87 Unrealized
CDRE CADRE HLDGS INC 0.5%
Value ($000) $6 Shares 182,008 Est. Cost $28.11 Unrealized +14.9%
MRK MERCK & CO INC 0.5%
Value ($000) $6 Shares 47,202 Est. Cost $58.38 Unrealized +108.5%
STAG STAG INDL INC 0.4%
Value ($000) $6 Shares 160,033 Est. Cost $24.17 Unrealized
VTRS VIATRIS INC 0.4%
Value ($000) $5 Shares 506,559 Est. Cost $10.14 Unrealized +1.0%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $5 Shares 29,066 Est. Cost $112.90 Unrealized
GILD GILEAD SCIENCES INC COM 0.4%
Value ($000) $5 Shares 76,617 Est. Cost $58.00 Unrealized +8.9%
PR PERMIAN RESOURCES CORP 0.4%
Value ($000) $5 Shares 313,500 Est. Cost $15.45 Unrealized +7.3%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value ($000) $5 Shares 317,799 Est. Cost $20.51 Unrealized -22.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $4 Shares 30,409 Est. Cost $111.43 Unrealized +26.9%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $4 Shares 16,355 Est. Cost $196.96 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $4 Shares 4,254 Est. Cost $75.09 Unrealized +953.3%
ORCL ORACLE CORP 0.3%
Value ($000) $4 Shares 26,635 Est. Cost $111.63 Unrealized +9.6%
IWB ISHARES TR 0.3%
Value ($000) $4 Shares 11,946 Est. Cost $0.30 Unrealized
DGICA DONEGAL GROUP INC 0.3%
Value ($000) $3 Shares 268,765 Est. Cost $10.06 Unrealized +21.8%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $3 Shares 33,948 Est. Cost $80.56 Unrealized +13.3%
VERINT SYS INC 0.3%
Value ($000) $3 Shares 105,000 Est. Cost $0.03 Unrealized
CI THE CIGNA GROUP 0.3%
Value ($000) $3 Shares 10,163 Est. Cost $180.11 Unrealized +85.5%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $3 Shares 100,288 Est. Cost $29.83 Unrealized +9.1%
HLIT HARMONIC INC 0.2%
Value ($000) $3 Shares 265,000 Est. Cost $11.29 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $3 Shares 155,571 Est. Cost $14.99 Unrealized +7.9%
ITA ISHARES TR 0.2%
Value ($000) $3 Shares 21,735 Est. Cost $0.11 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $3 Shares 18,070 Est. Cost $116.25 Unrealized +27.7%
PKBK PARKE BANCORP INC 0.2%
Value ($000) $3 Shares 162,435 Est. Cost $10.25 Unrealized +49.4%
GSK GSK PLC 0.2%
Value ($000) $3 Shares 72,162 Est. Cost $28.37 Unrealized
OPCH OPTION CARE HEALTH INC 0.2%
Value ($000) $3 Shares 97,600 Est. Cost $31.18 Unrealized -4.4%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $2 Shares 102,425 Est. Cost $0.02 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value ($000) $2 Shares 24,075 Est. Cost $0.09 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $2 Shares 20,554 Est. Cost $112.67 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $2 Shares 44,112 Est. Cost $33.29 Unrealized
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $2 Shares 24,957 Est. Cost $82.13 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 0.2%
Value ($000) $2 Shares 31,841 Est. Cost $0.06 Unrealized
MP MP MATERIALS CORP 0.2%
Value ($000) $2 Shares 160,502 Est. Cost $28.48 Unrealized -44.9%
IJH ISHARES TR 0.2%
Value ($000) $2 Shares 33,765 Est. Cost $44.09 Unrealized
PRGO PERRIGO CO PLC 0.2%
Value ($000) $2 Shares 75,476 Est. Cost $39.06 Unrealized -24.8%
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $2 Shares 39,999 Est. Cost $37.05 Unrealized +27.5%
VVV VALVOLINE INC 0.1%
Value ($000) $2 Shares 41,029 Est. Cost $30.25 Unrealized +38.8%
UNP UNION PAC CORP 0.1%
Value ($000) $2 Shares 7,365 Est. Cost $137.61 Unrealized +63.9%
IVV ISHARES TR 0.1%
Value ($000) $2 Shares 2,938 Est. Cost $342.64 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2 Shares 2,783 Est. Cost $227.83 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $1 Shares 13,940 Est. Cost $220.36 Unrealized -49.1%
GE GE AEROSPACE 0.1%
Value ($000) $1 Shares 9,025 Est. Cost $65.59 Unrealized +140.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 1,687 Est. Cost $244.65 Unrealized +216.3%
BTU PEABODY ENERGY CORP 0.1%
Value ($000) $1 Shares 63,989 Est. Cost $24.70 Unrealized -8.8%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $1 Shares 140,226 Est. Cost $0.01 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $1 Shares 80,219 Est. Cost $0.02 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1 Shares 14,891 Est. Cost $73.74 Unrealized +19.0%
IWR ISHARES TR 0.1%
Value ($000) $1 Shares 16,265 Est. Cost $72.14 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $1 Shares 17,370 Est. Cost $25.60 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 13,700 Est. Cost $50.43 Unrealized +73.3%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1 Shares 8,052 Est. Cost $103.38 Unrealized +41.8%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 1,165 Est. Cost $597.63 Unrealized +61.3%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 15,570 Est. Cost $42.86 Unrealized +67.5%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $1 Shares 81,171 Est. Cost $10.59 Unrealized +43.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1 Shares 5,005 Est. Cost $229.07 Unrealized -0.5%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 4,383 Est. Cost $183.45 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1 Shares 18,302 Est. Cost $53.48 Unrealized +10.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 27,050 Est. Cost $42.81 Unrealized -4.2%
HSY THE HERSHEY COMPANY 0.1%
Value ($000) $1 Shares 5,954 Est. Cost $117.69 Unrealized +56.3%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $1 Shares 32,686 Est. Cost $37.29 Unrealized -3.0%
NVO NOVO-NORDISK A S SPONS ADR 0.1%
Value ($000) $1 Shares 7,500 Est. Cost $34.71 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1 Shares 4,124 Est. Cost $226.54 Unrealized +7.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1 Shares 17,807 Est. Cost $61.26 Unrealized -4.5%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $1 Shares 6,377 Est. Cost $65.23 Unrealized +141.0%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1 Shares 27,630 Est. Cost $40.54 Unrealized -8.5%
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 5,638 Est. Cost $124.46 Unrealized +31.3%
IWM ISHARES TR 0.1%
Value ($000) $1 Shares 4,743 Est. Cost $99.00 Unrealized
ESSA BANCORP INC 0.1%
Value ($000) $1 Shares 51,859 Est. Cost $14.92 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 4,194 Est. Cost $137.11 Unrealized +63.5%
CELH CELSIUS HOLDINGS INC 0.1%
Value ($000) $1 Shares 15,000 Est. Cost $42.37 Unrealized +78.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,595 Est. Cost $98.41 Unrealized +131.0%
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $1 Shares 52,300 Est. Cost $12.76 Unrealized
EMYB EMBASSY BANCORP INC 0.1%
Value ($000) $1 Shares 61,675 Est. Cost $12.54 Unrealized +0.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 17,983 Est. Cost $28.43 Unrealized +37.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1 Shares 10,520 Est. Cost $71.85 Unrealized +8.6%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1 Shares 7,390 Est. Cost $54.85 Unrealized +95.9%
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 2,594 Est. Cost $117.93 Unrealized +169.1%
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $1 Shares 14,770 Est. Cost $0.06 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $1 Shares 1,950 Est. Cost $172.41 Unrealized +120.7%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1 Shares 7,428 Est. Cost $63.45 Unrealized +47.7%
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 6,417 Est. Cost $81.35 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $1 Shares 2,925 Est. Cost $95.92 Unrealized +146.9%
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 6,074 Est. Cost $59.62 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1 Shares 10,207 Est. Cost $58.71 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 3,847 Est. Cost $98.61 Unrealized +64.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 10,010 Est. Cost $68.85 Unrealized -6.4%
PFE PFIZER INC 0.0%
Value ($000) $1 Shares 22,032 Est. Cost $24.52 Unrealized +1.0%
AEM AGNICO EAGLES MINES LTD 0.0%
Value ($000) $1 Shares 9,325 Est. Cost $48.72 Unrealized +30.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 9,273 Est. Cost $38.17 Unrealized +70.7%
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 8,350 Est. Cost $54.69 Unrealized
STBA S&T BANCORP INC 0.0%
Value ($000) $1 Shares 17,225 Est. Cost $30.98 Unrealized +1.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 2,224 Est. Cost $168.63 Unrealized +51.2%
CSX CSX CORPORATION 0.0%
Value ($000) $1 Shares 16,875 Est. Cost $24.02 Unrealized +37.9%
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 9,984 Est. Cost $0.05 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 2,580 Est. Cost $182.56 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $1 Shares 18,463 Est. Cost $23.06 Unrealized +15.2%
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $1 Shares 9,858 Est. Cost $47.69 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 13,932 Est. Cost $32.08 Unrealized +10.4%
ACWX ISHARES TR 0.0%
Value ($000) $0 Shares 9,115 Est. Cost $57.49 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 2,129 Est. Cost $116.03 Unrealized +90.8%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 560 Est. Cost $337.92 Unrealized +115.6%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $0 Shares 81,350 Est. Cost $2.73 Unrealized +53.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 11,250 Est. Cost $42.67 Unrealized -13.0%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,242 Est. Cost $86.56 Unrealized +54.2%
HANCOCK JOHN INVS TR SH BEN INT 0.0%
Value ($000) $0 Shares 32,813 Est. Cost $17.02 Unrealized
WPC WP CAREY INC REIT 0.0%
Value ($000) $0 Shares 7,790 Est. Cost $69.69 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $0 Shares 1,710 Est. Cost $186.64 Unrealized +26.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 1,905 Est. Cost $118.02 Unrealized +71.9%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 10,500 Est. Cost $21.23 Unrealized +95.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 788 Est. Cost $389.77 Unrealized +21.4%
FRO FRONTLINE PLC 0.0%
Value ($000) $0 Shares 15,227 Est. Cost $12.46 Unrealized +86.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 2,252 Est. Cost $158.10 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 802 Est. Cost $0.27 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $0 Shares 8,083 Est. Cost $36.91 Unrealized +22.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 845 Est. Cost $243.48 Unrealized +74.0%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $109.18 Unrealized +200.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 5,100 Est. Cost $69.18 Unrealized -2.3%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $56.72 Unrealized +46.5%
DOW DOW INC 0.0%
Value ($000) $0 Shares 6,472 Est. Cost $48.10 Unrealized +6.5%
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $123.33 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 5,402 Est. Cost $40.07 Unrealized +50.3%
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $1954.32 Unrealized +49.8%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 2,713 Est. Cost $112.99 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $0.12 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 3,030 Est. Cost $63.69 Unrealized +63.3%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $90.91 Unrealized +21.8%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $56.32 Unrealized +36.1%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $143.13 Unrealized +92.9%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $28.91 Unrealized +41.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,898 Est. Cost $60.03 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 1,934 Est. Cost $117.11 Unrealized +31.1%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 519 Est. Cost $0.53 Unrealized
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $0 Shares 16,499 Est. Cost $17.64 Unrealized -10.6%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 2,714 Est. Cost $86.08 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 1,477 Est. Cost $138.49 Unrealized +33.7%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 1,455 Est. Cost $194.65 Unrealized +0.2%
BA BOEING COMPANY 0.0%
Value ($000) $0 Shares 1,567 Est. Cost $223.28 Unrealized -20.2%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $0 Shares 1,463 Est. Cost $176.50 Unrealized -0.1%
DGRO ISHARES TR 0.0%
Value ($000) $0 Shares 4,935 Est. Cost $0.05 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 842 Est. Cost $301.89 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 4,215 Est. Cost $57.57 Unrealized +7.7%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 2,103 Est. Cost $98.43 Unrealized +19.7%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 2,180 Est. Cost $108.32 Unrealized +16.8%
PBF PBF ENERGY INC 0.0%
Value ($000) $0 Shares 5,607 Est. Cost $49.56 Unrealized +3.3%
ITT ITT INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $77.46 Unrealized +69.5%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $92.48 Unrealized +37.7%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 3,322 Est. Cost $66.11 Unrealized +35.7%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3,366 Est. Cost $57.28 Unrealized +17.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 9,750 Est. Cost $21.37 Unrealized +5.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,081 Est. Cost $172.22 Unrealized +20.6%
AOS SMITH A O CORP 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $71.01 Unrealized +15.7%
RC READY CAPITAL CORP 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $0 Shares 5,620 Est. Cost $0.04 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 2,501 Est. Cost $0.09 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 550 Est. Cost $296.47 Unrealized +41.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,610 Est. Cost $116.81 Unrealized +17.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 2,817 Est. Cost $29.83 Unrealized +5.8%
IWF ISHARES TR 0.0%
Value ($000) $0 Shares 616 Est. Cost $0.34 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 899 Est. Cost $0.25 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $0 Shares 2,840 Est. Cost $0.08 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $56.85 Unrealized +9.4%
PRIMO WATER CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $9.11 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $9.35 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 1,084 Est. Cost $140.32 Unrealized +43.9%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $0 Shares 1,965 Est. Cost $95.36 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 1,074 Est. Cost $174.77 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 1,765 Est. Cost $0.12 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,297 Est. Cost $123.58 Unrealized
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 13,733 Est. Cost $38.09 Unrealized -55.6%
IWP ISHARES TR 0.0%
Value ($000) $0 Shares 1,826 Est. Cost $0.11 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $0 Shares 16,957 Est. Cost $1013.33 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.85 Unrealized +51.1%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $9.56 Unrealized -61.8%
MFS CHARTER INCOME TRUST 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $8.17 Unrealized
HUMA HUMACYTE INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.44 Unrealized -54.5%
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 -73.5%
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 -98.8%