PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $1,378 (100.0% shares, 0.0% debt)

Holdings (250)

NVDA NVIDIA CORP 11.7%
Value ($000) $161 Shares 1,324,738 Est. Cost $91.85 Unrealized +28.6%
AAPL APPLE INC 5.4%
Value ($000) $74 Shares 316,932 Est. Cost $89.11 Unrealized +149.1%
MSFT MICROSOFT CORP 4.7%
Value ($000) $65 Shares 152,077 Est. Cost $53.12 Unrealized +696.5%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.7%
Value ($000) $50 Shares 109,289 Est. Cost $164.85 Unrealized +168.2%
GOOGL ALPHABET INC CL A 3.1%
Value ($000) $42 Shares 253,947 Est. Cost $106.73 Unrealized +56.2%
ABBV ABBVIE INC 3.0%
Value ($000) $41 Shares 207,765 Est. Cost $81.30 Unrealized +119.8%
VRT VERTIV HOLDINGS CO 2.6%
Value ($000) $35 Shares 354,666 Est. Cost $15.17 Unrealized +445.3%
ABT ABBOTT LABS INC 2.5%
Value ($000) $34 Shares 299,250 Est. Cost $51.00 Unrealized +109.9%
LHX L3 HARRIS TECHNOLOGIES INC 2.4%
Value ($000) $34 Shares 141,238 Est. Cost $182.24 Unrealized +23.3%
IBM IBM CORPORATION 2.4%
Value ($000) $33 Shares 147,769 Est. Cost $117.82 Unrealized +60.4%
RTX RTX CORPORATION 2.4%
Value ($000) $33 Shares 268,874 Est. Cost $56.24 Unrealized +97.5%
AVGO BROADCOM INC 2.2%
Value ($000) $30 Shares 172,652 Est. Cost $145.32 Unrealized +8.7%
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $29 Shares 58,967 Est. Cost $254.95 Unrealized +86.3%
PANW PALO ALTO NETWORKS INC. 1.9%
Value ($000) $26 Shares 76,759 Est. Cost $130.62 Unrealized +28.9%
IQV IQVIA HOLDINGS INC 1.9%
Value ($000) $26 Shares 109,770 Est. Cost $132.57 Unrealized +78.1%
COHR COHERENT CORP 1.7%
Value ($000) $24 Shares 269,768 Est. Cost $49.64 Unrealized +50.5%
MDT MEDTRONIC PLC 1.6%
Value ($000) $23 Shares 250,345 Est. Cost $73.36 Unrealized +10.2%
META META PLATFORMS INC 1.5%
Value ($000) $21 Shares 35,924 Est. Cost $150.05 Unrealized +241.3%
BWXT BWX TECHNOLOGIES INC 1.4%
Value ($000) $19 Shares 178,420 Est. Cost $63.66 Unrealized +54.3%
AMZN AMAZON COM INC 1.3%
Value ($000) $18 Shares 99,107 Est. Cost $133.68 Unrealized +36.5%
ROK ROCKWELL AUTOMATION INC 1.3%
Value ($000) $18 Shares 66,268 Est. Cost $283.02 Unrealized -8.3%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $15 Shares 29,286 Est. Cost $249.72 Unrealized
DRS LEONARDO DRS INC 1.1%
Value ($000) $15 Shares 531,281 Est. Cost $13.71 Unrealized +98.4%
MPC MARATHON PETROLEUM CORPORATION 1.1%
Value ($000) $15 Shares 89,459 Est. Cost $34.94 Unrealized +369.3%
HON HONEYWELL INTERNATIONAL INC 1.1%
Value ($000) $14 Shares 70,051 Est. Cost $149.20 Unrealized +26.2%
NEM NEWMONT CORP 1.0%
Value ($000) $14 Shares 258,895 Est. Cost $41.16 Unrealized +17.6%
PYPL PAYPAL HOLDINGS INC 0.9%
Value ($000) $13 Shares 162,612 Est. Cost $121.24 Unrealized -45.0%
AMGN AMGEN INC 0.9%
Value ($000) $12 Shares 38,526 Est. Cost $184.91 Unrealized +69.4%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $12 Shares 257,888 Est. Cost $31.02 Unrealized +23.7%
CAT CATERPILLAR INC DEL 0.8%
Value ($000) $11 Shares 29,241 Est. Cost $141.53 Unrealized +139.3%
CRM SALESFORCE.COM 0.8%
Value ($000) $11 Shares 40,797 Est. Cost $241.59 Unrealized +5.1%
MGK VANGUARD WORLD FD 0.8%
Value ($000) $11 Shares 32,835 Est. Cost $185.39 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value ($000) $10 Shares 36,932 Est. Cost $143.57 Unrealized
GOOG ALPHABET INC CL C 0.7%
Value ($000) $10 Shares 61,611 Est. Cost $107.92 Unrealized +55.9%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $10 Shares 498,430 Est. Cost $0.32 Unrealized
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $10 Shares 94,166 Est. Cost $71.26 Unrealized +38.8%
PGC PEAPACK-GLADSTONE FINL CORP 0.7%
Value ($000) $9 Shares 331,640 Est. Cost $26.18 Unrealized -0.9%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $9 Shares 228,997 Est. Cost $22.70 Unrealized +70.8%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $9 Shares 51,964 Est. Cost $95.95 Unrealized +92.9%
DUK DUKE ENERGY CORP 0.6%
Value ($000) $9 Shares 76,146 Est. Cost $86.68 Unrealized +22.2%
QCOM QUALCOMM INC 0.6%
Value ($000) $9 Shares 50,183 Est. Cost $73.20 Unrealized +133.8%
TDW TIDEWATER INC NEW 0.6%
Value ($000) $8 Shares 115,057 Est. Cost $44.86 Unrealized +94.2%
FCX FREEPORT MCMORAN INC 0.6%
Value ($000) $8 Shares 161,414 Est. Cost $48.32 Unrealized -8.5%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $8 Shares 37,817 Est. Cost $104.53 Unrealized +96.1%
CTRA COTERRA ENERGY INC 0.6%
Value ($000) $8 Shares 318,247 Est. Cost $24.65 Unrealized -4.6%
NKE NIKE INC 0.6%
Value ($000) $8 Shares 86,217 Est. Cost $75.63 Unrealized +0.5%
ADBE ADOBE INC 0.5%
Value ($000) $8 Shares 14,616 Est. Cost $449.07 Unrealized +22.1%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $7 Shares 86,182 Est. Cost $59.67 Unrealized +22.5%
CDRE CADRE HLDGS INC 0.5%
Value ($000) $7 Shares 182,018 Est. Cost $28.11 Unrealized +24.8%
V VISA INC CL A 0.5%
Value ($000) $7 Shares 24,769 Est. Cost $178.73 Unrealized +49.8%
TJX TJX COMPANIES 0.5%
Value ($000) $7 Shares 57,772 Est. Cost $43.56 Unrealized +158.8%
GABELLI EQUITY TR INC 0.5%
Value ($000) $7 Shares 1,209,969 Est. Cost $5.71 Unrealized
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $7 Shares 55,522 Est. Cost $67.49 Unrealized +63.0%
MRK MERCK & CO INC 0.5%
Value ($000) $7 Shares 57,291 Est. Cost $67.99 Unrealized +66.1%
STAG STAG INDL INC 0.5%
Value ($000) $6 Shares 161,398 Est. Cost $24.17 Unrealized
HLIT HARMONIC INC 0.4%
Value ($000) $6 Shares 418,805 Est. Cost $12.05 Unrealized +10.9%
VTRS VIATRIS INC 0.4%
Value ($000) $6 Shares 525,518 Est. Cost $10.17 Unrealized +6.3%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value ($000) $5 Shares 352,362 Est. Cost $19.87 Unrealized -29.9%
ORCL ORACLE CORP 0.4%
Value ($000) $5 Shares 29,325 Est. Cost $114.51 Unrealized +24.9%
INTC INTEL CORP 0.4%
Value ($000) $5 Shares 212,209 Est. Cost $38.71 Unrealized -35.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5 Shares 30,313 Est. Cost $111.43 Unrealized +37.0%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $5 Shares 23,816 Est. Cost $112.90 Unrealized
PR PERMIAN RESOURCES CORP 0.3%
Value ($000) $4 Shares 321,750 Est. Cost $15.43 Unrealized -4.8%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $4 Shares 16,355 Est. Cost $196.96 Unrealized
TENB TENABLE HLDGS INC 0.3%
Value ($000) $4 Shares 100,000 Est. Cost $41.71 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $4 Shares 33,243 Est. Cost $80.56 Unrealized +36.3%
DGICA DONEGAL GROUP INC 0.3%
Value ($000) $4 Shares 260,815 Est. Cost $10.06 Unrealized +33.9%
LLY ELI LILLY & CO 0.3%
Value ($000) $4 Shares 4,274 Est. Cost $75.09 Unrealized +1085.6%
IWB ISHARES TR 0.3%
Value ($000) $4 Shares 11,946 Est. Cost $0.30 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $4 Shares 101,149 Est. Cost $29.83 Unrealized +6.6%
T AT&T INC 0.3%
Value ($000) $4 Shares 160,421 Est. Cost $15.10 Unrealized +24.4%
CI THE CIGNA GROUP 0.3%
Value ($000) $3 Shares 10,023 Est. Cost $180.11 Unrealized +86.0%
PKBK PARKE BANCORP INC 0.2%
Value ($000) $3 Shares 162,435 Est. Cost $10.25 Unrealized +78.1%
ITA ISHARES TR 0.2%
Value ($000) $3 Shares 20,351 Est. Cost $0.11 Unrealized
MP MP MATERIALS CORP 0.2%
Value ($000) $3 Shares 160,502 Est. Cost $28.48 Unrealized -52.3%
GSK GSK PLC 0.2%
Value ($000) $3 Shares 68,845 Est. Cost $28.37 Unrealized
VERINT SYS INC 0.2%
Value ($000) $3 Shares 105,800 Est. Cost $0.03 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $3 Shares 17,718 Est. Cost $116.25 Unrealized +20.4%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $3 Shares 2,415 Est. Cost $861.14 Unrealized +28.5%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $2 Shares 95,183 Est. Cost $0.02 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $2 Shares 7,550 Est. Cost $286.51 Unrealized 0.0%
MUB ISHARES TR 0.2%
Value ($000) $2 Shares 20,554 Est. Cost $112.67 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value ($000) $2 Shares 24,752 Est. Cost $0.09 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $2 Shares 34,385 Est. Cost $43.30 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $2 Shares 42,529 Est. Cost $33.29 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $2 Shares 27,937 Est. Cost $0.06 Unrealized
PRGO PERRIGO CO PLC 0.1%
Value ($000) $2 Shares 75,132 Est. Cost $39.06 Unrealized -29.5%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $2 Shares 6,972 Est. Cost $177.98 Unrealized +33.3%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $2 Shares 28,047 Est. Cost $80.13 Unrealized -20.2%
UNP UNION PAC CORP 0.1%
Value ($000) $2 Shares 7,340 Est. Cost $137.61 Unrealized +70.5%
IVV ISHARES TR 0.1%
Value ($000) $2 Shares 2,954 Est. Cost $342.64 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $2 Shares 9,025 Est. Cost $65.59 Unrealized +156.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $2 Shares 13,010 Est. Cost $220.36 Unrealized -44.0%
VVV VALVOLINE INC 0.1%
Value ($000) $2 Shares 40,462 Est. Cost $30.25 Unrealized +40.5%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2 Shares 2,796 Est. Cost $227.83 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2 Shares 1,808 Est. Cost $285.96 Unrealized +201.4%
BTU PEABODY ENERGY CORP 0.1%
Value ($000) $2 Shares 58,969 Est. Cost $24.70 Unrealized -9.7%
BARRICK GOLD CORP 0.1%
Value ($000) $2 Shares 77,621 Est. Cost $0.02 Unrealized
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $2 Shares 39,141 Est. Cost $37.05 Unrealized +13.8%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1 Shares 8,052 Est. Cost $103.38 Unrealized +62.0%
IEFA ISHARES TR 0.1%
Value ($000) $1 Shares 18,421 Est. Cost $24.14 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $1 Shares 16,265 Est. Cost $72.14 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $1 Shares 135,636 Est. Cost $0.01 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1 Shares 13,357 Est. Cost $73.74 Unrealized +28.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 26,450 Est. Cost $42.81 Unrealized +2.0%
KO COCA COLA CO 0.1%
Value ($000) $1 Shares 18,601 Est. Cost $53.67 Unrealized +22.3%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 14,470 Est. Cost $42.86 Unrealized +90.5%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $1 Shares 30,317 Est. Cost $37.29 Unrealized -5.9%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $1 Shares 73,087 Est. Cost $10.59 Unrealized +58.9%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 4,383 Est. Cost $183.45 Unrealized
CAVA CAVA GROUP INC 0.1%
Value ($000) $1 Shares 9,900 Est. Cost $101.64 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1 Shares 5,005 Est. Cost $229.07 Unrealized -0.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1 Shares 4,049 Est. Cost $226.54 Unrealized +16.2%
HSY HERSHEY CO 0.1%
Value ($000) $1 Shares 5,975 Est. Cost $117.69 Unrealized +58.1%
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 5,729 Est. Cost $125.36 Unrealized +44.6%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 38,582 Est. Cost $25.45 Unrealized +4.9%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 13,700 Est. Cost $50.43 Unrealized +57.1%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $1 Shares 6,293 Est. Cost $65.23 Unrealized +151.8%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1 Shares 27,630 Est. Cost $40.54 Unrealized -3.1%
IWM ISHARES TR 0.1%
Value ($000) $1 Shares 4,756 Est. Cost $99.00 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 4,194 Est. Cost $137.11 Unrealized +69.9%
ESSA BANCORP INC 0.1%
Value ($000) $1 Shares 51,859 Est. Cost $14.92 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,611 Est. Cost $98.41 Unrealized +149.1%
EMYB EMBASSY BANCORP INC 0.1%
Value ($000) $1 Shares 61,675 Est. Cost $12.54 Unrealized +14.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 5,855 Est. Cost $151.94 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 2,740 Est. Cost $127.70 Unrealized +135.9%
NVO NOVO-NORDISK A S SPONS ADR 0.1%
Value ($000) $1 Shares 7,500 Est. Cost $34.71 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $1 Shares 47,900 Est. Cost $12.76 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $1 Shares 1,956 Est. Cost $172.41 Unrealized +114.2%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1 Shares 7,390 Est. Cost $54.85 Unrealized +91.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 15,311 Est. Cost $28.43 Unrealized +60.1%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $1 Shares 10,046 Est. Cost $68.96 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $1 Shares 6,725 Est. Cost $137.09 Unrealized 0.0%
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 6,417 Est. Cost $81.35 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 6,429 Est. Cost $56.33 Unrealized
STBA S&T BANCORP INC 0.1%
Value ($000) $1 Shares 17,225 Est. Cost $30.98 Unrealized +30.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $1 Shares 2,265 Est. Cost $170.40 Unrealized +56.5%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $1 Shares 13,620 Est. Cost $0.06 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 4,110 Est. Cost $136.45 Unrealized +9.3%
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 11,418 Est. Cost $0.05 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 3,823 Est. Cost $98.61 Unrealized +65.2%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 10,362 Est. Cost $58.72 Unrealized +1.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 8,714 Est. Cost $38.17 Unrealized +76.0%
AEM AGNICO EAGLES MINES LTD 0.0%
Value ($000) $1 Shares 7,800 Est. Cost $48.72 Unrealized +55.7%
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $1 Shares 9,858 Est. Cost $47.69 Unrealized +21.4%
CSX CSX CORPORATION 0.0%
Value ($000) $1 Shares 17,128 Est. Cost $24.16 Unrealized +37.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1 Shares 1,658 Est. Cost $322.76 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $1 Shares 2,252 Est. Cost $158.10 Unrealized +21.2%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 2,580 Est. Cost $182.56 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1 Shares 4,846 Est. Cost $75.86 Unrealized +26.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 7,560 Est. Cost $68.85 Unrealized -4.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1 Shares 951 Est. Cost $416.94 Unrealized +31.5%
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 8,399 Est. Cost $54.69 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $1 Shares 16,433 Est. Cost $23.06 Unrealized +26.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $1 Shares 1,970 Est. Cost $116.03 Unrealized +103.5%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $1 Shares 15,732 Est. Cost $32.20 Unrealized +3.0%
ACWX ISHARES TR 0.0%
Value ($000) $1 Shares 9,115 Est. Cost $57.49 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 949 Est. Cost $270.48 Unrealized +81.1%
WPC WP CAREY INC REIT 0.0%
Value ($000) $0 Shares 7,790 Est. Cost $69.69 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 11,587 Est. Cost $42.53 Unrealized -11.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 4,624 Est. Cost $63.45 Unrealized +46.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 5,618 Est. Cost $69.70 Unrealized +7.4%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $0 Shares 1,710 Est. Cost $186.64 Unrealized +35.8%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $0 Shares 1,913 Est. Cost $184.57 Unrealized +14.2%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,242 Est. Cost $86.56 Unrealized +52.0%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $56.72 Unrealized +74.1%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 5,411 Est. Cost $40.07 Unrealized +71.0%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $0 Shares 21,000 Est. Cost $4.91 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 6,115 Est. Cost $0.07 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 560 Est. Cost $337.92 Unrealized +129.4%
HANCOCK JOHN INVT TR II 0.0%
Value ($000) $0 Shares 30,813 Est. Cost $17.02 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2,055 Est. Cost $124.32 Unrealized +64.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 11,711 Est. Cost $0.04 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $0 Shares 78,450 Est. Cost $2.73 Unrealized +53.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $56.32 Unrealized +81.2%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $0 Shares 7,783 Est. Cost $36.91 Unrealized +26.8%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 10,500 Est. Cost $21.23 Unrealized +70.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 5,500 Est. Cost $63.85 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $209.21 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 947 Est. Cost $109.18 Unrealized +223.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 777 Est. Cost $0.27 Unrealized
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $0 Shares 17,075 Est. Cost $0.02 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 2,078 Est. Cost $118.71 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 118 Est. Cost $1982.70 Unrealized +54.9%
DGRO ISHARES TR 0.0%
Value ($000) $0 Shares 5,935 Est. Cost $0.05 Unrealized
FRO FRONTLINE PLC 0.0%
Value ($000) $0 Shares 16,227 Est. Cost $13.04 Unrealized +68.5%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $143.13 Unrealized +101.2%
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $0.12 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $90.91 Unrealized +27.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 9,750 Est. Cost $21.37 Unrealized +43.6%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 2,633 Est. Cost $112.99 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 7,500 Est. Cost $41.38 Unrealized +7.5%
DOW DOW INC 0.0%
Value ($000) $0 Shares 6,135 Est. Cost $48.10 Unrealized -0.4%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 2,157 Est. Cost $99.31 Unrealized +34.6%
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $0 Shares 16,499 Est. Cost $17.64 Unrealized +0.1%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 1,469 Est. Cost $194.65 Unrealized +0.9%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $0 Shares 1,965 Est. Cost $95.36 Unrealized +41.1%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 2,714 Est. Cost $86.08 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 519 Est. Cost $0.53 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,312 Est. Cost $180.65 Unrealized +21.9%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 1,149 Est. Cost $178.25 Unrealized +27.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3,366 Est. Cost $57.28 Unrealized +33.3%
ITT ITT INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $77.46 Unrealized +75.7%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 842 Est. Cost $301.89 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 1,445 Est. Cost $138.49 Unrealized +42.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,686 Est. Cost $60.03 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 1,093 Est. Cost $140.32 Unrealized +40.5%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $56.85 Unrealized +20.2%
DGRW WISDOMTREE TR 0.0%
Value ($000) $0 Shares 3,298 Est. Cost $0.08 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 5,315 Est. Cost $57.12 Unrealized -3.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 6,252 Est. Cost $39.58 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 564 Est. Cost $299.70 Unrealized +42.3%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $92.48 Unrealized +31.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 1,934 Est. Cost $117.11 Unrealized +19.0%
PRIMO WATER CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $9.11 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 2,817 Est. Cost $29.83 Unrealized +10.5%
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
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 398 Est. Cost $589.13 Unrealized 0.0%
BA BOEING COMPANY 0.0%
Value ($000) $0 Shares 1,567 Est. Cost $223.28 Unrealized -23.2%
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $84.45 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $0 Shares 616 Est. Cost $0.34 Unrealized
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 13,733 Est. Cost $38.09 Unrealized -61.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 600 Est. Cost $344.92 Unrealized 0.0%
RC READY CAPITAL CORP 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.85 Unrealized +81.0%
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
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1,205 Est. Cost $179.84 Unrealized 0.0%
RWR SPDR SER TR 0.0%
Value ($000) $0 Shares 2,023 Est. Cost $0.11 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $0 Shares 1,826 Est. Cost $0.11 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $0 Shares 3,570 Est. Cost $0.06 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 783 Est. Cost $0.27 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 899 Est. Cost $0.25 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $0 Shares 16,957 Est. Cost $1013.33 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,533 Est. Cost $56.61 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $89.95 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $121.91 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 2,136 Est. Cost $83.75 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $0 Shares 406 Est. Cost $461.72 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $0 Shares 10,440 Est. Cost $17.91 Unrealized 0.0%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $9.56 Unrealized -68.6%
GRAYSCALE BITCOIN MINI TR BT 0.0%
Value ($000) $0 Shares 14,770 Est. Cost $0.01 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $4.97 Unrealized 0.0%
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 -42.4%
MFS INTER INCOME TRUST 0.0%
Value ($000) $0 Shares 16,100 Est. Cost $4.54 Unrealized
GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 17,075 Est. Cost $0.00 Unrealized
A2Z CUST2MATE SOLUTIONS CORP 0.0%
Value ($000) $0 Shares 40,464 Est. Cost $2.40 Unrealized
CGEN COMPUGEN LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.86 Unrealized -76.8%