PHILADELPHIA TRUST CO Diversified Active

Location: Philadelphia, PA

CIK: 0001110806 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value: $1.363B

Holdings (244)

NVDA NVIDIA CORP 12.7%
Value $173M Shares 1,288,397 Est. Cost $91.85 Unrealized +50.0%
AAPL APPLE INC 5.6%
Value $76.47M Shares 305,352 Est. Cost $89.11 Unrealized +163.2%
MSFT MICROSOFT CORP 4.5%
Value $61.79M Shares 146,598 Est. Cost $53.12 Unrealized +695.1%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.6%
Value $48.95M Shares 107,984 Est. Cost $164.85 Unrealized +180.1%
GOOGL ALPHABET INC CL A 3.3%
Value $45.37M Shares 239,673 Est. Cost $106.73 Unrealized +63.2%
VRT VERTIV HOLDINGS CO 2.8%
Value $38.45M Shares 338,396 Est. Cost $15.17 Unrealized +681.3%
ABBV ABBVIE INC 2.7%
Value $37.33M Shares 210,087 Est. Cost $82.36 Unrealized +115.4%
AVGO BROADCOM INC 2.6%
Value $35.1M Shares 151,404 Est. Cost $145.32 Unrealized +25.8%
GS GOLDMAN SACHS GROUP INC 2.5%
Value $33.43M Shares 58,375 Est. Cost $254.95 Unrealized +113.7%
ABT ABBOTT LABS INC 2.4%
Value $32.77M Shares 289,753 Est. Cost $51.00 Unrealized +122.2%
IBM IBM CORPORATION 2.3%
Value $31.53M Shares 143,410 Est. Cost $117.82 Unrealized +83.6%
RTX RTX CORPORATION 2.2%
Value $29.89M Shares 258,317 Est. Cost $56.24 Unrealized +110.3%
LHX L3 HARRIS TECHNOLOGIES INC 2.1%
Value $28.68M Shares 136,391 Est. Cost $182.24 Unrealized +28.7%
PANW PALO ALTO NETWORKS INC. 2.0%
Value $27.36M Shares 150,385 Est. Cost $159.16 Unrealized +18.7%
COHR COHERENT CORP 1.8%
Value $25.05M Shares 264,453 Est. Cost $49.64 Unrealized +101.5%
AMZN AMAZON COM INC 1.8%
Value $24.55M Shares 111,891 Est. Cost $141.79 Unrealized +44.3%
IQV IQVIA HOLDINGS INC 1.6%
Value $21.36M Shares 108,672 Est. Cost $132.57 Unrealized +59.1%
META META PLATFORMS INC 1.5%
Value $20.06M Shares 34,260 Est. Cost $150.05 Unrealized +289.7%
BWXT BWX TECHNOLOGIES INC 1.5%
Value $19.99M Shares 179,461 Est. Cost $63.66 Unrealized +90.3%
ROK ROCKWELL AUTOMATION INC 1.3%
Value $18.07M Shares 63,222 Est. Cost $283.02 Unrealized -2.5%
DRS LEONARDO DRS INC 1.2%
Value $16.89M Shares 522,894 Est. Cost $13.71 Unrealized +134.6%
HON HONEYWELL INTERNATIONAL INC 1.2%
Value $16.02M Shares 70,909 Est. Cost $149.86 Unrealized +35.9%
VOO VANGUARD INDEX FDS 1.2%
Value $15.76M Shares 29,248 Est. Cost $413.88 Unrealized
MDT MEDTRONIC PLC 1.1%
Value $14.94M Shares 187,009 Est. Cost $73.36 Unrealized +14.3%
PYPL PAYPAL HOLDINGS INC 1.0%
Value $14.18M Shares 166,107 Est. Cost $120.45 Unrealized -30.4%
CRM SALESFORCE.COM 0.9%
Value $12.87M Shares 38,488 Est. Cost $241.59 Unrealized +31.1%
MPC MARATHON PETROLEUM CORPORATION 0.9%
Value $11.7M Shares 83,862 Est. Cost $34.94 Unrealized +326.0%
GOOG ALPHABET INC CL C 0.8%
Value $11.4M Shares 59,842 Est. Cost $107.92 Unrealized +62.8%
MGK VANGUARD WORLD FD 0.8%
Value $11.16M Shares 32,500 Est. Cost $185.39 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value $10.68M Shares 36,865 Est. Cost $157.53 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP 0.8%
Value $10.47M Shares 326,735 Est. Cost $26.18 Unrealized +25.4%
ADBE ADOBE INC 0.7%
Value $10.02M Shares 22,531 Est. Cost $465.25 Unrealized +6.4%
CAT CATERPILLAR INC DEL 0.7%
Value $9.821M Shares 27,074 Est. Cost $141.53 Unrealized +169.7%
VZ VERIZON COMMUNICATIONS 0.7%
Value $9.776M Shares 244,454 Est. Cost $31.02 Unrealized +27.0%
BAC BANK OF AMERICA CORP 0.7%
Value $9.499M Shares 216,125 Est. Cost $22.70 Unrealized +88.6%
AMGN AMGEN INC 0.7%
Value $9.382M Shares 35,997 Est. Cost $184.91 Unrealized +54.7%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value $9.132M Shares 453,422 Est. Cost $15.46 Unrealized
NEM NEWMONT CORP 0.7%
Value $8.995M Shares 241,659 Est. Cost $41.16 Unrealized +8.4%
JPM JP MORGAN CHASE & CO 0.6%
Value $8.621M Shares 35,965 Est. Cost $104.53 Unrealized +118.2%
HLIT HARMONIC INC 0.6%
Value $8.261M Shares 624,390 Est. Cost $12.37 Unrealized +5.4%
CTRA COTERRA ENERGY INC 0.6%
Value $8.109M Shares 317,512 Est. Cost $24.65 Unrealized -3.0%
FANG DIAMONDBACK ENERGY INC 0.6%
Value $8.06M Shares 49,200 Est. Cost $95.95 Unrealized +78.1%
T AT&T INC 0.6%
Value $7.947M Shares 348,999 Est. Cost $18.56 Unrealized +15.9%
GILD GILEAD SCIENCES INC COM 0.6%
Value $7.892M Shares 85,437 Est. Cost $59.67 Unrealized +45.8%
CL COLGATE-PALMOLIVE 0.6%
Value $7.769M Shares 85,460 Est. Cost $71.26 Unrealized +30.6%
QCOM QUALCOMM INC 0.5%
Value $7.188M Shares 46,788 Est. Cost $73.20 Unrealized +117.9%
V VISA INC CL A 0.5%
Value $7.161M Shares 22,660 Est. Cost $178.73 Unrealized +66.9%
DUK DUKE ENERGY CORP 0.5%
Value $7.131M Shares 66,186 Est. Cost $86.68 Unrealized +25.5%
TJX TJX COMPANIES 0.5%
Value $6.71M Shares 55,538 Est. Cost $43.56 Unrealized +170.2%
GABELLI EQUITY TR INC 0.5%
Value $6.432M Shares 1,195,494 Est. Cost $6.12 Unrealized
TDW TIDEWATER INC NEW 0.4%
Value $5.897M Shares 107,791 Est. Cost $44.86 Unrealized +26.9%
XOM EXXON MOBIL CORPORATION 0.4%
Value $5.844M Shares 54,329 Est. Cost $67.49 Unrealized +66.5%
CDRE CADRE HLDGS INC 0.4%
Value $5.815M Shares 180,018 Est. Cost $28.11 Unrealized +24.6%
MRK MERCK & CO INC 0.4%
Value $5.699M Shares 57,283 Est. Cost $67.99 Unrealized +45.2%
DHI DR HORTON INC 0.4%
Value $5.347M Shares 38,241 Est. Cost $164.94 Unrealized 0.0%
FCX FREEPORT MCMORAN INC 0.4%
Value $5.101M Shares 133,959 Est. Cost $48.32 Unrealized -8.9%
STAG STAG INDL INC 0.4%
Value $5.022M Shares 148,488 Est. Cost $31.37 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.4%
Value $4.97M Shares 36,410 Est. Cost $126.16 Unrealized -2.0%
ORCL ORACLE CORP 0.3%
Value $4.697M Shares 28,185 Est. Cost $114.51 Unrealized +53.6%
PR PERMIAN RESOURCES CORP 0.3%
Value $4.627M Shares 321,750 Est. Cost $15.43 Unrealized -6.1%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $4.546M Shares 23,216 Est. Cost $131.31 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $4.32M Shares 16,355 Est. Cost $196.96 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $4.152M Shares 28,708 Est. Cost $111.43 Unrealized +34.2%
DGICA DONEGAL GROUP INC 0.3%
Value $4M Shares 258,565 Est. Cost $10.06 Unrealized +46.3%
TENB TENABLE HLDGS INC 0.3%
Value $3.938M Shares 100,000 Est. Cost $41.71 Unrealized -0.6%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value $3.871M Shares 32,162 Est. Cost $80.56 Unrealized +49.7%
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value $3.854M Shares 318,230 Est. Cost $19.87 Unrealized -34.1%
IWB ISHARES TR 0.3%
Value $3.849M Shares 11,946 Est. Cost $296.95 Unrealized
PKBK PARKE BANCORP INC 0.2%
Value $3.332M Shares 162,435 Est. Cost $10.25 Unrealized +103.8%
LLY ELI LILLY & CO 0.2%
Value $3.273M Shares 4,240 Est. Cost $75.09 Unrealized +993.5%
NKE NIKE INC 0.2%
Value $3.267M Shares 43,176 Est. Cost $75.63 Unrealized +1.1%
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value $3.237M Shares 8,842 Est. Cost $359.98 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value $3.04M Shares 99,004 Est. Cost $29.83 Unrealized +2.8%
VERINT SYS INC 0.2%
Value $2.932M Shares 106,800 Est. Cost $32.20 Unrealized
ALKS ALKERMES PLC 0.2%
Value $2.876M Shares 100,000 Est. Cost $28.75 Unrealized 0.0%
ITA ISHARES TR 0.2%
Value $2.82M Shares 19,401 Est. Cost $111.85 Unrealized
INTC INTEL CORP 0.2%
Value $2.785M Shares 138,924 Est. Cost $38.71 Unrealized -41.8%
CI THE CIGNA GROUP 0.2%
Value $2.765M Shares 10,013 Est. Cost $180.11 Unrealized +72.9%
VTRS VIATRIS INC 0.2%
Value $2.627M Shares 211,013 Est. Cost $10.17 Unrealized +14.4%
MP MP MATERIALS CORP 0.2%
Value $2.41M Shares 154,502 Est. Cost $28.48 Unrealized -34.9%
CVX CHEVRON CORPORATION 0.2%
Value $2.354M Shares 16,253 Est. Cost $116.25 Unrealized +25.2%
GSK GSK PLC 0.2%
Value $2.263M Shares 66,904 Est. Cost $29.90 Unrealized
MUB ISHARES TR 0.2%
Value $2.19M Shares 20,554 Est. Cost $112.67 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value $2.052M Shares 86,363 Est. Cost $18.02 Unrealized
AMLP ALPS ETF TR 0.2%
Value $2.049M Shares 42,553 Est. Cost $34.73 Unrealized
IJH ISHARES TR 0.1%
Value $2.031M Shares 32,590 Est. Cost $92.09 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $1.989M Shares 7,550 Est. Cost $286.51 Unrealized -1.6%
PPLT ABRDN PLATINUM ETF TRUST 0.1%
Value $1.933M Shares 23,272 Est. Cost $91.88 Unrealized
PRGO PERRIGO CO PLC 0.1%
Value $1.809M Shares 70,365 Est. Cost $39.06 Unrealized -32.7%
ITW ILLINOIS TOOL WORKS 0.1%
Value $1.762M Shares 6,951 Est. Cost $177.98 Unrealized +44.6%
IVV ISHARES TR 0.1%
Value $1.73M Shares 2,938 Est. Cost $342.64 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value $1.72M Shares 2,415 Est. Cost $861.14 Unrealized -3.1%
UNP UNION PAC CORP 0.1%
Value $1.66M Shares 7,280 Est. Cost $137.61 Unrealized +67.3%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value $1.633M Shares 2,787 Est. Cost $334.46 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value $1.6M Shares 21,620 Est. Cost $67.18 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value $1.553M Shares 8,052 Est. Cost $103.38 Unrealized +83.1%
ILMN ILLUMINA INC 0.1%
Value $1.543M Shares 11,550 Est. Cost $220.36 Unrealized -35.4%
GE GE AEROSPACE 0.1%
Value $1.505M Shares 9,025 Est. Cost $65.59 Unrealized +170.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $1.496M Shares 26,450 Est. Cost $42.81 Unrealized +22.8%
AVDV AMERICAN CENTY ETF TR 0.1%
Value $1.457M Shares 22,393 Est. Cost $57.85 Unrealized
VVV VALVOLINE INC 0.1%
Value $1.357M Shares 37,516 Est. Cost $30.25 Unrealized +32.2%
IEFA ISHARES TR 0.1%
Value $1.277M Shares 18,170 Est. Cost $63.84 Unrealized
IWR ISHARES TR 0.1%
Value $1.23M Shares 13,913 Est. Cost $75.51 Unrealized
BTU PEABODY ENERGY CORP 0.1%
Value $1.22M Shares 58,270 Est. Cost $24.70 Unrealized -1.8%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value $1.193M Shares 123,677 Est. Cost $7.98 Unrealized
SO SOUTHERN CO 0.1%
Value $1.191M Shares 14,470 Est. Cost $42.86 Unrealized +97.2%
ED CONSOLIDATED EDISON INC 0.1%
Value $1.181M Shares 13,241 Est. Cost $73.74 Unrealized +28.5%
BDX BECTON DICKINSON & CO 0.1%
Value $1.135M Shares 5,005 Est. Cost $229.07 Unrealized -1.7%
DVN DEVON ENERGY CORPORATION 0.1%
Value $1.133M Shares 34,605 Est. Cost $37.05 Unrealized -1.6%
BARRICK GOLD CORP 0.1%
Value $1.124M Shares 72,520 Est. Cost $18.57 Unrealized
KO COCA COLA CO 0.1%
Value $1.119M Shares 17,969 Est. Cost $53.67 Unrealized +17.5%
VHT VANGUARD WORLD FD 0.1%
Value $1.112M Shares 4,383 Est. Cost $195.21 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value $1.069M Shares 3,685 Est. Cost $226.54 Unrealized +34.2%
AXP AMERICAN EXPRESS CO 0.1%
Value $1.067M Shares 3,595 Est. Cost $98.41 Unrealized +188.1%
PG PROCTER & GAMBLE COMPANY 0.1%
Value $1.052M Shares 6,272 Est. Cost $65.23 Unrealized +154.1%
IWM ISHARES TR 0.1%
Value $1.048M Shares 4,743 Est. Cost $189.78 Unrealized
PFE PFIZER INC 0.1%
Value $1.024M Shares 38,582 Est. Cost $25.45 Unrealized -1.3%
EMYB EMBASSY BANCORP INC 0.1%
Value $1.02M Shares 61,425 Est. Cost $12.54 Unrealized +25.4%
ESSA BANCORP INC 0.1%
Value $1.011M Shares 51,859 Est. Cost $14.92 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value $1.011M Shares 15,132 Est. Cost $80.13 Unrealized -9.4%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value $1.004M Shares 27,630 Est. Cost $40.54 Unrealized -4.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $984K Shares 4,194 Est. Cost $137.11 Unrealized +81.2%
HSY HERSHEY CO 0.1%
Value $967K Shares 5,709 Est. Cost $117.69 Unrealized +46.9%
EGO ELDORADO GOLD CORP NEW 0.1%
Value $951K Shares 63,964 Est. Cost $10.59 Unrealized +56.0%
EMR EMERSON ELECTRIC 0.1%
Value $916K Shares 7,390 Est. Cost $54.85 Unrealized +117.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $908K Shares 12,000 Est. Cost $28.29 Unrealized +105.9%
ZTS ZOETIS INC 0.1%
Value $907K Shares 5,564 Est. Cost $125.36 Unrealized +40.7%
COST COSTCO WHSL CORP NEW 0.1%
Value $892K Shares 974 Est. Cost $285.96 Unrealized +222.6%
DE DEERE & CO. 0.1%
Value $832K Shares 1,963 Est. Cost $172.41 Unrealized +140.1%
C CITIGROUP INC 0.1%
Value $810K Shares 11,507 Est. Cost $59.38 Unrealized +10.1%
MO ALTRIA GROUP INC 0.1%
Value $801K Shares 15,311 Est. Cost $28.43 Unrealized +71.7%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $774K Shares 13,500 Est. Cost $50.43 Unrealized +31.6%
GEV GE VERNOVA INC 0.1%
Value $741K Shares 2,252 Est. Cost $158.10 Unrealized +97.3%
HDV ISHARES TR 0.1%
Value $720K Shares 6,417 Est. Cost $81.35 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $707K Shares 5,855 Est. Cost $151.94 Unrealized -5.3%
IJR ISHARES TR 0.1%
Value $706K Shares 6,124 Est. Cost $95.18 Unrealized
STBA S&T BANCORP INC 0.0%
Value $658K Shares 17,225 Est. Cost $30.98 Unrealized +31.8%
NVO NOVO-NORDISK A S SPONS ADR 0.0%
Value $645K Shares 7,500 Est. Cost $80.13 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value $630K Shares 41,900 Est. Cost $15.70 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $621K Shares 11,711 Est. Cost $36.12 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value $615K Shares 9,858 Est. Cost $47.69 Unrealized +30.7%
SCCO SOUTHERN COPPER CORP 0.0%
Value $601K Shares 6,600 Est. Cost $81.77 Unrealized +20.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $592K Shares 4,110 Est. Cost $136.45 Unrealized +20.4%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $576K Shares 27,372 Est. Cost $37.29 Unrealized -27.0%
AEM AGNICO EAGLES MINES LTD 0.0%
Value $551K Shares 7,050 Est. Cost $48.72 Unrealized +66.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $550K Shares 9,214 Est. Cost $39.55 Unrealized +60.8%
SHEL SHELL PLC 0.0%
Value $523K Shares 8,350 Est. Cost $54.69 Unrealized
IEMG ISHARES INC 0.0%
Value $521K Shares 9,984 Est. Cost $52.91 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $510K Shares 1,449 Est. Cost $322.76 Unrealized +9.9%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $501K Shares 1,710 Est. Cost $186.64 Unrealized +54.3%
PPL PPL CORPORATION 0.0%
Value $499K Shares 15,358 Est. Cost $23.06 Unrealized +37.5%
QQQ INVESCO QQQ TR 0.0%
Value $487K Shares 952 Est. Cost $311.82 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value $486K Shares 15,732 Est. Cost $32.20 Unrealized +0.8%
CSX CSX CORPORATION 0.0%
Value $484K Shares 15,000 Est. Cost $24.16 Unrealized +39.4%
MCD MCDONALDS CORP 0.0%
Value $477K Shares 1,645 Est. Cost $170.40 Unrealized +70.3%
ACWX ISHARES TR 0.0%
Value $475K Shares 9,115 Est. Cost $57.49 Unrealized
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value $467K Shares 16,675 Est. Cost $21.90 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value $466K Shares 2,205 Est. Cost $182.56 Unrealized
TSLA TESLA INC 0.0%
Value $465K Shares 1,151 Est. Cost $178.25 Unrealized +80.5%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value $462K Shares 21,000 Est. Cost $14.76 Unrealized
PEP PEPSICO INC 0.0%
Value $440K Shares 2,894 Est. Cost $98.61 Unrealized +58.8%
CSCO CISCO SYSTEMS INC 0.0%
Value $431K Shares 7,283 Est. Cost $36.91 Unrealized +50.0%
CMCSA COMCAST CORP NEW 0.0%
Value $426K Shares 11,364 Est. Cost $42.53 Unrealized -6.0%
WPC WP CAREY INC REIT 0.0%
Value $424K Shares 7,790 Est. Cost $75.32 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $423K Shares 5,500 Est. Cost $63.85 Unrealized +18.3%
HANCOCK JOHN INVT TR II 0.0%
Value $422K Shares 30,813 Est. Cost $17.02 Unrealized
LOW LOWES COS INC COM 0.0%
Value $407K Shares 1,650 Est. Cost $116.03 Unrealized +125.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $407K Shares 4,399 Est. Cost $63.45 Unrealized +55.0%
RIO RIO TINTO PLC 0.0%
Value $404K Shares 6,865 Est. Cost $69.79 Unrealized
AFL AFLAC INC 0.0%
Value $403K Shares 3,900 Est. Cost $56.72 Unrealized +87.6%
CMI CUMMINS INC 0.0%
Value $394K Shares 1,130 Est. Cost $143.13 Unrealized +140.0%
QUAL ISHARES TR 0.0%
Value $384K Shares 2,156 Est. Cost $127.35 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $380K Shares 1,770 Est. Cost $187.24 Unrealized +8.4%
AZO AUTOZONE INC 0.0%
Value $378K Shares 118 Est. Cost $1982.70 Unrealized +59.7%
DKNG DRAFTKINGS INC 0.0%
Value $376K Shares 10,100 Est. Cost $21.23 Unrealized +86.9%
XYL XYLEM INC 0.0%
Value $376K Shares 3,242 Est. Cost $86.56 Unrealized +44.1%
WM WASTE MGMT INC DEL 0.0%
Value $375K Shares 1,860 Est. Cost $124.32 Unrealized +69.8%
NEE NEXTERA ENERGY INC 0.0%
Value $371K Shares 5,173 Est. Cost $69.70 Unrealized +7.6%
BX BLACKSTONE INC 0.0%
Value $371K Shares 2,153 Est. Cost $99.31 Unrealized +70.0%
RPM RPM INTL INC 0.0%
Value $369K Shares 3,000 Est. Cost $90.91 Unrealized +45.1%
CARR CARRIER GLOBAL CORP 0.0%
Value $369K Shares 5,411 Est. Cost $40.07 Unrealized +85.7%
IRM IRON MTN INC DEL 0.0%
Value $368K Shares 3,500 Est. Cost $56.32 Unrealized +100.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $364K Shares 720 Est. Cost $416.94 Unrealized +32.6%
ETN EATON CORP PLC 0.0%
Value $363K Shares 1,094 Est. Cost $127.70 Unrealized +171.8%
SPGI S&P GLOBAL INC 0.0%
Value $354K Shares 711 Est. Cost $270.48 Unrealized +86.0%
KLAC KLA CORP 0.0%
Value $353K Shares 560 Est. Cost $337.92 Unrealized +98.0%
AMT AMERICAN TOWER CORP REIT 0.0%
Value $349K Shares 1,903 Est. Cost $184.57 Unrealized +7.5%
FTNT FORTINET INC 0.0%
Value $345K Shares 3,650 Est. Cost $56.85 Unrealized +56.4%
DVY ISHARES TR 0.0%
Value $343K Shares 2,613 Est. Cost $117.62 Unrealized
SDY SPDR SER TR 0.0%
Value $341K Shares 2,580 Est. Cost $124.57 Unrealized
CME CME GROUP INC 0.0%
Value $338K Shares 1,455 Est. Cost $194.65 Unrealized +12.9%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $333K Shares 1,965 Est. Cost $95.36 Unrealized +79.0%
EQT EQT CORP 0.0%
Value $327K Shares 7,100 Est. Cost $40.68 Unrealized 0.0%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value $309K Shares 71,700 Est. Cost $2.73 Unrealized +42.9%
PRMB PRIMO WATER CORP 0.0%
Value $308K Shares 10,000 Est. Cost $28.07 Unrealized 0.0%
CZNC CITIZENS & NORTHN CORP 0.0%
Value $307K Shares 16,499 Est. Cost $17.64 Unrealized +3.1%
BIIB BIOGEN INC 0.0%
Value $306K Shares 2,000 Est. Cost $209.21 Unrealized -19.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value $306K Shares 6,190 Est. Cost $56.01 Unrealized -12.1%
DGRW WISDOMTREE TR 0.0%
Value $304K Shares 3,757 Est. Cost $77.51 Unrealized
DGRO ISHARES TR 0.0%
Value $303K Shares 4,935 Est. Cost $52.84 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $299K Shares 7,500 Est. Cost $41.38 Unrealized +8.5%
AMP AMERIPRISE FINL INC 0.0%
Value $293K Shares 550 Est. Cost $299.70 Unrealized +75.6%
RSG REPUBLIC SVCS INC 0.0%
Value $291K Shares 1,445 Est. Cost $138.49 Unrealized +47.5%
HD HOME DEPOT INC 0.0%
Value $289K Shares 742 Est. Cost $109.18 Unrealized +263.9%
ITT ITT INC 0.0%
Value $286K Shares 2,000 Est. Cost $77.46 Unrealized +93.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $284K Shares 3,366 Est. Cost $57.28 Unrealized +48.9%
BA BOEING COMPANY 0.0%
Value $277K Shares 1,567 Est. Cost $223.28 Unrealized -29.7%
MPLX MPLX LP 0.0%
Value $269K Shares 5,620 Est. Cost $41.64 Unrealized
NVS NOVARTIS AG 0.0%
Value $264K Shares 2,714 Est. Cost $86.08 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value $254K Shares 2,501 Est. Cost $89.16 Unrealized
RC READY CAPITAL CORP 0.0%
Value $252K Shares 37,000 Est. Cost $8.44 Unrealized
IWF ISHARES TR 0.0%
Value $247K Shares 616 Est. Cost $337.66 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $243K Shares 1,084 Est. Cost $140.32 Unrealized +76.6%
AZN ASTRAZENECA PLC 0.0%
Value $242K Shares 3,686 Est. Cost $60.03 Unrealized
PNR PENTAIR PLC 0.0%
Value $241K Shares 2,399 Est. Cost $84.45 Unrealized +20.1%
PPG PPG INDS INC 0.0%
Value $239K Shares 2,000 Est. Cost $92.48 Unrealized +31.4%
DOW DOW INC 0.0%
Value $236K Shares 5,885 Est. Cost $48.10 Unrealized -10.7%
ETR ENTERGY CORP NEW 0.0%
Value $232K Shares 3,066 Est. Cost $63.28 Unrealized +10.5%
IWP ISHARES TR 0.0%
Value $231K Shares 1,826 Est. Cost $113.91 Unrealized
FRO FRONTLINE PLC 0.0%
Value $230K Shares 16,227 Est. Cost $13.04 Unrealized +37.7%
TFC TRUIST FINL CORP 0.0%
Value $226K Shares 5,207 Est. Cost $39.58 Unrealized +6.9%
ADI ANALOG DEVICES INC 0.0%
Value $226K Shares 1,066 Est. Cost $180.65 Unrealized +20.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $225K Shares 1,765 Est. Cost $121.25 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $220K Shares 1,297 Est. Cost $123.58 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $219K Shares 783 Est. Cost $266.92 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $219K Shares 2,000 Est. Cost $89.95 Unrealized +21.4%
DD DUPONT DE NEMOURS INC 0.0%
Value $215K Shares 2,817 Est. Cost $29.83 Unrealized +13.4%
VLO VALERO ENERGY CORP 0.0%
Value $213K Shares 1,734 Est. Cost $117.11 Unrealized +10.3%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value $211K Shares 15,000 Est. Cost $7.85 Unrealized +82.4%
PAYX PAYCHEX INC 0.0%
Value $210K Shares 1,500 Est. Cost $121.91 Unrealized +12.6%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $207K Shares 2,000 Est. Cost $103.50 Unrealized
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value $204K Shares 1,108 Est. Cost $173.43 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value $204K Shares 600 Est. Cost $344.92 Unrealized +7.2%
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value $188K Shares 16,957 Est. Cost $1013.33 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value $182K Shares 10,000 Est. Cost $4.97 Unrealized +122.9%
KGC KINROSS GOLD CORP 0.0%
Value $171K Shares 18,500 Est. Cost $9.86 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value $158K Shares 10,440 Est. Cost $17.91 Unrealized -12.6%
CSIQ CANADIAN SOLAR INC 0.0%
Value $151K Shares 13,603 Est. Cost $38.09 Unrealized -66.1%
AZ A2Z CUST2MATE SOLUTIONS CORP 0.0%
Value $107K Shares 16,184 Est. Cost $5.46 Unrealized 0.0%
MFS CHARTER INCOME TRUST 0.0%
Value $77,000 Shares 12,000 Est. Cost $8.17 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value $74,000 Shares 35,000 Est. Cost $9.56 Unrealized -70.0%
HUMA HUMACYTE INC 0.0%
Value $51,000 Shares 10,000 Est. Cost $11.44 Unrealized -56.7%
MFS INTER INCOME TRUST 0.0%
Value $43,000 Shares 16,100 Est. Cost $4.54 Unrealized
CGEN COMPUGEN LTD 0.0%
Value $23,000 Shares 15,000 Est. Cost $7.86 Unrealized -79.3%