PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $1,168 (100.0% shares, 0.0% debt)

Holdings (242)

NVDA NVIDIA CORP 10.8%
Value ($000) $126 Shares 1,166,922 Est. Cost $91.85 Unrealized +38.0%
AAPL APPLE INC 5.3%
Value ($000) $62 Shares 277,314 Est. Cost $89.11 Unrealized +159.0%
MSFT MICROSOFT CORP 4.4%
Value ($000) $51 Shares 136,981 Est. Cost $53.12 Unrealized +662.6%
BRK/B BERKSHIRE HATHAWAY INC-CL B 4.3%
Value ($000) $50 Shares 93,731 Est. Cost $164.85 Unrealized +194.9%
ABBV ABBVIE INC 3.5%
Value ($000) $41 Shares 195,709 Est. Cost $82.36 Unrealized +130.0%
ABT ABBOTT LABS INC 3.0%
Value ($000) $35 Shares 266,641 Est. Cost $51.00 Unrealized +146.0%
GOOGL ALPHABET INC CL A 2.9%
Value ($000) $34 Shares 221,438 Est. Cost $106.73 Unrealized +69.3%
IBM IBM CORPORATION 2.8%
Value ($000) $32 Shares 130,041 Est. Cost $117.82 Unrealized +103.2%
RTX RTX CORPORATION 2.6%
Value ($000) $30 Shares 230,211 Est. Cost $56.24 Unrealized +121.8%
GS GOLDMAN SACHS GROUP INC 2.5%
Value ($000) $29 Shares 53,639 Est. Cost $254.95 Unrealized +131.7%
LHX L3 HARRIS TECHNOLOGIES INC 2.2%
Value ($000) $26 Shares 124,940 Est. Cost $182.24 Unrealized +13.0%
PANW PALO ALTO NETWORKS INC. 2.0%
Value ($000) $24 Shares 139,774 Est. Cost $159.16 Unrealized +16.2%
HON HONEYWELL INTERNATIONAL INC 1.9%
Value ($000) $23 Shares 106,485 Est. Cost $166.08 Unrealized +19.5%
AVGO BROADCOM INC 1.8%
Value ($000) $21 Shares 124,897 Est. Cost $145.32 Unrealized +44.4%
IQV IQVIA HOLDINGS INC 1.7%
Value ($000) $20 Shares 113,275 Est. Cost $135.07 Unrealized +43.6%
AMZN AMAZON COM INC 1.5%
Value ($000) $18 Shares 94,032 Est. Cost $141.79 Unrealized +53.0%
BWXT BWX TECHNOLOGIES INC 1.5%
Value ($000) $18 Shares 179,631 Est. Cost $63.66 Unrealized +69.2%
UBER UBER TECHNOLOGIES INC 1.5%
Value ($000) $17 Shares 237,212 Est. Cost $72.04 Unrealized 0.0%
DRS LEONARDO DRS INC 1.5%
Value ($000) $17 Shares 518,799 Est. Cost $13.71 Unrealized +138.5%
COHR COHERENT CORP 1.5%
Value ($000) $17 Shares 262,408 Est. Cost $49.64 Unrealized +66.9%
META META PLATFORMS INC 1.4%
Value ($000) $16 Shares 27,576 Est. Cost $150.05 Unrealized +328.7%
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $15 Shares 29,273 Est. Cost $249.72 Unrealized
ROK ROCKWELL AUTOMATION INC 1.3%
Value ($000) $15 Shares 57,600 Est. Cost $283.02 Unrealized -3.0%
MDT MEDTRONIC PLC 1.0%
Value ($000) $12 Shares 128,586 Est. Cost $73.36 Unrealized +19.2%
PYPL PAYPAL HOLDINGS INC 1.0%
Value ($000) $11 Shares 173,327 Est. Cost $118.67 Unrealized -34.5%
MPC MARATHON PETROLEUM CORPORATION 0.9%
Value ($000) $11 Shares 73,796 Est. Cost $34.94 Unrealized +315.5%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $11 Shares 233,894 Est. Cost $31.02 Unrealized +27.6%
PGC PEAPACK-GLADSTONE FINL CORP 0.9%
Value ($000) $11 Shares 372,560 Est. Cost $26.80 Unrealized +16.3%
PHYS SPROTT PHYSICAL GOLD TR 0.9%
Value ($000) $10 Shares 429,114 Est. Cost $0.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value ($000) $10 Shares 36,865 Est. Cost $143.57 Unrealized
NEM NEWMONT CORP 0.9%
Value ($000) $10 Shares 209,435 Est. Cost $41.16 Unrealized +5.1%
MGK VANGUARD WORLD FD 0.9%
Value ($000) $10 Shares 32,500 Est. Cost $185.39 Unrealized
VRT VERTIV HOLDINGS CO 0.8%
Value ($000) $10 Shares 136,166 Est. Cost $15.17 Unrealized +600.5%
AMGN AMGEN INC 0.8%
Value ($000) $9 Shares 29,622 Est. Cost $184.91 Unrealized +55.3%
CTRA COTERRA ENERGY INC 0.8%
Value ($000) $9 Shares 312,197 Est. Cost $24.65 Unrealized +9.5%
GOOG ALPHABET INC CL C 0.8%
Value ($000) $9 Shares 57,241 Est. Cost $107.92 Unrealized +69.1%
CRM SALESFORCE.COM 0.7%
Value ($000) $9 Shares 32,386 Est. Cost $241.59 Unrealized +27.9%
T AT&T INC 0.7%
Value ($000) $9 Shares 303,106 Est. Cost $18.56 Unrealized +31.2%
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $8 Shares 34,438 Est. Cost $104.53 Unrealized +140.0%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $8 Shares 180,063 Est. Cost $22.70 Unrealized +92.2%
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $7 Shares 42,288 Est. Cost $95.95 Unrealized +63.7%
TJX TJX COMPANIES 0.6%
Value ($000) $7 Shares 53,543 Est. Cost $43.56 Unrealized +175.7%
GABELLI EQUITY TR INC 0.5%
Value ($000) $6 Shares 1,144,244 Est. Cost $5.71 Unrealized
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $6 Shares 50,966 Est. Cost $67.49 Unrealized +58.9%
V VISA INC CL A 0.5%
Value ($000) $6 Shares 17,109 Est. Cost $178.73 Unrealized +88.2%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $6 Shares 62,745 Est. Cost $71.26 Unrealized +23.3%
HLIT HARMONIC INC 0.5%
Value ($000) $6 Shares 612,055 Est. Cost $12.37 Unrealized -11.0%
DUK DUKE ENERGY CORP 0.5%
Value ($000) $6 Shares 46,884 Est. Cost $86.68 Unrealized +27.5%
DGICA DONEGAL GROUP INC 0.4%
Value ($000) $5 Shares 255,990 Est. Cost $10.06 Unrealized +54.7%
CDRE CADRE HLDGS INC 0.4%
Value ($000) $5 Shares 169,553 Est. Cost $28.11 Unrealized +21.1%
PM PHILIP MORRIS INTERNATIONAL 0.4%
Value ($000) $5 Shares 31,355 Est. Cost $80.56 Unrealized +70.0%
MRK MERCK & CO INC 0.4%
Value ($000) $5 Shares 52,966 Est. Cost $67.99 Unrealized +32.6%
FCX FREEPORT MCMORAN INC 0.4%
Value ($000) $5 Shares 119,859 Est. Cost $48.32 Unrealized -21.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5 Shares 27,340 Est. Cost $111.43 Unrealized +36.8%
DHI DR HORTON INC 0.4%
Value ($000) $5 Shares 35,617 Est. Cost $164.94 Unrealized -19.5%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $4 Shares 22,988 Est. Cost $112.90 Unrealized
PR PERMIAN RESOURCES CORP 0.4%
Value ($000) $4 Shares 314,250 Est. Cost $15.43 Unrealized -7.2%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $4 Shares 16,355 Est. Cost $196.96 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $4 Shares 28,185 Est. Cost $114.51 Unrealized +41.1%
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value ($000) $4 Shares 34,660 Est. Cost $126.16 Unrealized +0.4%
MP MP MATERIALS CORP 0.3%
Value ($000) $4 Shares 154,502 Est. Cost $28.48 Unrealized -18.4%
STAG STAG INDL INC 0.3%
Value ($000) $4 Shares 103,983 Est. Cost $24.17 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $4 Shares 11,946 Est. Cost $0.30 Unrealized
GTLS CHART INDS INC 0.3%
Value ($000) $4 Shares 25,000 Est. Cost $184.15 Unrealized 0.0%
TDW TIDEWATER INC NEW 0.3%
Value ($000) $4 Shares 83,267 Est. Cost $44.86 Unrealized +10.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $3 Shares 4,235 Est. Cost $75.09 Unrealized +1000.9%
TENB TENABLE HLDGS INC 0.3%
Value ($000) $3 Shares 90,000 Est. Cost $41.71 Unrealized -6.2%
PKBK PARKE BANCORP INC 0.3%
Value ($000) $3 Shares 161,830 Est. Cost $10.25 Unrealized +83.2%
CI THE CIGNA GROUP 0.3%
Value ($000) $3 Shares 9,263 Est. Cost $180.11 Unrealized +64.2%
EQT EQT CORP 0.2%
Value ($000) $3 Shares 54,371 Est. Cost $49.26 Unrealized +2.6%
ITA ISHARES TR 0.2%
Value ($000) $3 Shares 18,482 Est. Cost $0.11 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $3 Shares 7,842 Est. Cost $29.08 Unrealized
GSK GSK PLC 0.2%
Value ($000) $3 Shares 66,784 Est. Cost $28.37 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $2 Shares 14,644 Est. Cost $116.25 Unrealized +29.4%
ELAN ELANCO ANIMAL HEALTH INC 0.2%
Value ($000) $2 Shares 230,896 Est. Cost $19.87 Unrealized -43.1%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $2 Shares 78,444 Est. Cost $0.02 Unrealized
NKE NIKE INC 0.2%
Value ($000) $2 Shares 34,441 Est. Cost $75.63 Unrealized -4.7%
MUB ISHARES TR 0.2%
Value ($000) $2 Shares 20,554 Est. Cost $112.67 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $2 Shares 14,089 Est. Cost $73.20 Unrealized +118.1%
AMLP ALPS ETF TR 0.2%
Value ($000) $2 Shares 39,946 Est. Cost $33.29 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $2 Shares 7,550 Est. Cost $286.51 Unrealized -10.7%
IJH ISHARES TR 0.2%
Value ($000) $2 Shares 32,590 Est. Cost $43.30 Unrealized
PRGO PERRIGO CO PLC 0.2%
Value ($000) $2 Shares 65,812 Est. Cost $39.06 Unrealized -33.6%
VERINT SYS INC 0.2%
Value ($000) $2 Shares 102,800 Est. Cost $0.03 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $2 Shares 9,025 Est. Cost $65.59 Unrealized +198.4%
PPLT ABRDN PLATINUM ETF TRUST 0.1%
Value ($000) $2 Shares 18,865 Est. Cost $0.09 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $2 Shares 6,951 Est. Cost $177.98 Unrealized +40.9%
GHM GRAHAM CORP 0.1%
Value ($000) $2 Shares 59,778 Est. Cost $37.93 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value ($000) $2 Shares 2,938 Est. Cost $342.64 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $2 Shares 26,450 Est. Cost $42.81 Unrealized +29.6%
UNP UNION PAC CORP 0.1%
Value ($000) $2 Shares 6,740 Est. Cost $137.61 Unrealized +71.2%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $2 Shares 22,393 Est. Cost $0.06 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2 Shares 2,761 Est. Cost $227.83 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $2 Shares 2,415 Est. Cost $861.14 Unrealized -20.5%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $1 Shares 127,777 Est. Cost $0.01 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1 Shares 13,146 Est. Cost $73.74 Unrealized +29.2%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1 Shares 8,052 Est. Cost $103.38 Unrealized +77.3%
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $1 Shares 21,620 Est. Cost $0.07 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $1 Shares 18,170 Est. Cost $24.14 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $1 Shares 4,148 Est. Cost $141.53 Unrealized +148.7%
BARRICK GOLD CORP 0.1%
Value ($000) $1 Shares 68,694 Est. Cost $0.02 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 14,430 Est. Cost $42.86 Unrealized +96.3%
VTRS VIATRIS INC 0.1%
Value ($000) $1 Shares 152,208 Est. Cost $10.17 Unrealized -1.5%
KO COCA COLA CO 0.1%
Value ($000) $1 Shares 17,969 Est. Cost $53.67 Unrealized +21.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $1 Shares 16,030 Est. Cost $189.02 Unrealized -42.7%
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $1 Shares 33,895 Est. Cost $37.05 Unrealized -6.6%
VVV VALVOLINE INC 0.1%
Value ($000) $1 Shares 35,859 Est. Cost $30.25 Unrealized +20.7%
IWR ISHARES TR 0.1%
Value ($000) $1 Shares 13,913 Est. Cost $72.14 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 4,383 Est. Cost $183.45 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1 Shares 5,005 Est. Cost $229.07 Unrealized -0.7%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1 Shares 27,630 Est. Cost $40.54 Unrealized -9.4%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $1 Shares 63,608 Est. Cost $10.59 Unrealized +41.8%
ESSA BANCORP INC 0.1%
Value ($000) $1 Shares 51,859 Est. Cost $14.92 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 38,540 Est. Cost $25.45 Unrealized -2.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,595 Est. Cost $98.41 Unrealized +197.2%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $1 Shares 5,614 Est. Cost $65.23 Unrealized +151.3%
IWM ISHARES TR 0.1%
Value ($000) $1 Shares 4,743 Est. Cost $99.00 Unrealized
EMYB EMBASSY BANCORP INC 0.1%
Value ($000) $1 Shares 60,675 Est. Cost $12.54 Unrealized +23.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 3,894 Est. Cost $137.11 Unrealized +74.6%
DE DEERE & CO. 0.1%
Value ($000) $1 Shares 1,963 Est. Cost $172.41 Unrealized +167.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 15,099 Est. Cost $28.43 Unrealized +79.5%
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 36,943 Est. Cost $38.71 Unrealized -43.5%
C CITIGROUP INC 0.1%
Value ($000) $1 Shares 11,507 Est. Cost $59.38 Unrealized +25.5%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1 Shares 7,390 Est. Cost $54.85 Unrealized +116.6%
HSY HERSHEY CO 0.1%
Value ($000) $1 Shares 4,709 Est. Cost $117.69 Unrealized +35.3%
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 4,830 Est. Cost $125.36 Unrealized +31.2%
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 6,417 Est. Cost $81.35 Unrealized
AEM AGNICO EAGLES MINES LTD 0.1%
Value ($000) $1 Shares 6,934 Est. Cost $48.72 Unrealized +94.1%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 8,500 Est. Cost $28.29 Unrealized +210.5%
GEV GE VERNOVA INC 0.1%
Value ($000) $1 Shares 2,304 Est. Cost $162.39 Unrealized +114.4%
BTU PEABODY ENERGY CORP 0.1%
Value ($000) $1 Shares 50,661 Est. Cost $24.70 Unrealized -35.8%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 13,500 Est. Cost $50.43 Unrealized +7.4%
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 6,124 Est. Cost $56.33 Unrealized
STBA S&T BANCORP INC 0.1%
Value ($000) $1 Shares 17,225 Est. Cost $30.98 Unrealized +24.0%
HANCOCK JOHN PFD INCOME FD I 0.1%
Value ($000) $1 Shares 41,900 Est. Cost $12.76 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 10,000 Est. Cost $0.06 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $1 Shares 9,214 Est. Cost $39.55 Unrealized +51.1%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $1 Shares 6,645 Est. Cost $81.77 Unrealized +8.1%
SHEL SHELL PLC 0.1%
Value ($000) $1 Shares 8,350 Est. Cost $54.69 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 5,855 Est. Cost $151.94 Unrealized -26.8%
CYRX CRYOPORT INC 0.1%
Value ($000) $1 Shares 96,836 Est. Cost $6.92 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 622 Est. Cost $285.96 Unrealized +239.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1 Shares 11,891 Est. Cost $0.04 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 4,110 Est. Cost $136.45 Unrealized +1.3%
PPL PPL CORPORATION 0.0%
Value ($000) $1 Shares 15,358 Est. Cost $23.06 Unrealized +42.8%
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $1 Shares 9,858 Est. Cost $47.69 Unrealized +23.1%
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 9,984 Est. Cost $0.05 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1 Shares 1,710 Est. Cost $186.64 Unrealized +58.3%
NVO NOVO-NORDISK A S SPONS ADR 0.0%
Value ($000) $1 Shares 7,500 Est. Cost $34.71 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $1 Shares 21,000 Est. Cost $4.91 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $1 Shares 9,115 Est. Cost $57.49 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1 Shares 1,931 Est. Cost $240.86 Unrealized +38.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 1,598 Est. Cost $170.40 Unrealized +71.9%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 15,732 Est. Cost $32.20 Unrealized -8.2%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $0 Shares 24,518 Est. Cost $37.29 Unrealized -40.6%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,205 Est. Cost $182.56 Unrealized
WPC WP CAREY INC REIT 0.0%
Value ($000) $0 Shares 7,500 Est. Cost $69.69 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 8,748 Est. Cost $80.13 Unrealized -30.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 5,500 Est. Cost $63.85 Unrealized +29.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 1,449 Est. Cost $322.76 Unrealized +8.3%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $0 Shares 7,283 Est. Cost $36.91 Unrealized +62.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 952 Est. Cost $0.31 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $1982.70 Unrealized +74.0%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $56.72 Unrealized +83.5%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 2,882 Est. Cost $98.61 Unrealized +45.5%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $198.98 Unrealized +21.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 11,364 Est. Cost $42.53 Unrealized -17.6%
HANCOCK JOHN INVT TR II 0.0%
Value ($000) $0 Shares 30,813 Est. Cost $17.02 Unrealized
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $0 Shares 1,903 Est. Cost $184.57 Unrealized +2.7%
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 6,865 Est. Cost $0.07 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 1,775 Est. Cost $124.32 Unrealized +75.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1,770 Est. Cost $187.24 Unrealized +20.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 3,964 Est. Cost $63.45 Unrealized +51.6%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,242 Est. Cost $86.56 Unrealized +41.7%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 560 Est. Cost $337.92 Unrealized +111.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 720 Est. Cost $416.94 Unrealized +19.8%
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 2,156 Est. Cost $114.42 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 1,225 Est. Cost $226.54 Unrealized +32.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 711 Est. Cost $270.48 Unrealized +87.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $116.03 Unrealized +108.6%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $0 Shares 1,965 Est. Cost $95.36 Unrealized +101.4%
PRMB PRIMO WATER CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $28.07 Unrealized +16.3%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $143.13 Unrealized +141.8%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $56.85 Unrealized +78.3%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 2,613 Est. Cost $112.99 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 1,445 Est. Cost $138.49 Unrealized +60.2%
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $0.12 Unrealized
YUMC YUM CHINA HLDGS 0.0%
Value ($000) $0 Shares 6,730 Est. Cost $47.97 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $90.91 Unrealized +33.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 5,411 Est. Cost $40.07 Unrealized +64.2%
CSX CSX CORPORATION 0.0%
Value ($000) $0 Shares 11,400 Est. Cost $24.16 Unrealized +29.6%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 10,100 Est. Cost $21.23 Unrealized +93.4%
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 874 Est. Cost $465.25 Unrealized -7.8%
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $0 Shares 16,499 Est. Cost $17.64 Unrealized +8.7%
FRO FRONTLINE PLC 0.0%
Value ($000) $0 Shares 21,427 Est. Cost $13.81 Unrealized +17.3%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $201.85 Unrealized -29.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 6,190 Est. Cost $56.01 Unrealized -14.6%
DGRO ISHARES TR 0.0%
Value ($000) $0 Shares 4,935 Est. Cost $0.05 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $56.32 Unrealized +65.4%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 2,700 Est. Cost $86.08 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 2,153 Est. Cost $99.31 Unrealized +59.3%
MPLX MPLX LP 0.0%
Value ($000) $0 Shares 5,620 Est. Cost $0.04 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $0 Shares 3,757 Est. Cost $0.08 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 1,094 Est. Cost $127.70 Unrealized +141.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3,366 Est. Cost $57.28 Unrealized +41.4%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 742 Est. Cost $109.18 Unrealized +248.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,686 Est. Cost $60.03 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $0 Shares 65,700 Est. Cost $2.73 Unrealized +32.4%
BA BOEING COMPANY 0.0%
Value ($000) $0 Shares 1,567 Est. Cost $223.28 Unrealized -22.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 550 Est. Cost $299.70 Unrealized +73.1%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $0 Shares 9,910 Est. Cost $22.52 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $89.95 Unrealized +40.9%
ITT ITT INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $77.46 Unrealized +83.9%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $0 Shares 16,675 Est. Cost $0.02 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 3,573 Est. Cost $69.70 Unrealized -1.5%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $0 Shares 18,500 Est. Cost $9.86 Unrealized +13.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $121.91 Unrealized +17.4%
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $0 Shares 1,108 Est. Cost $173.43 Unrealized +15.2%
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
IWF ISHARES TR 0.0%
Value ($000) $0 Shares 616 Est. Cost $0.34 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.85 Unrealized +83.8%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $92.48 Unrealized +21.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 1,084 Est. Cost $140.32 Unrealized +90.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 7,500 Est. Cost $41.38 Unrealized -18.9%
IWP ISHARES TR 0.0%
Value ($000) $0 Shares 1,826 Est. Cost $0.11 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,066 Est. Cost $180.65 Unrealized +17.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 5,207 Est. Cost $39.58 Unrealized +7.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 600 Est. Cost $344.92 Unrealized +0.9%
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $84.45 Unrealized +11.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 13,500 Est. Cost $15.53 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 1,534 Est. Cost $117.11 Unrealized +10.5%
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $0 Shares 16,957 Est. Cost $1013.33 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $0 Shares 37,000 Est. Cost $0.01 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $0 Shares 10,440 Est. Cost $17.91 Unrealized -21.0%
AZ A2Z CUST2MATE SOLUTIONS CORP 0.0%
Value ($000) $0 Shares 16,184 Est. Cost $5.46 Unrealized +27.1%
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $5.95 Unrealized +164.2%
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
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $9.56 Unrealized -83.7%
CGEN COMPUGEN LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.86 Unrealized -75.1%
HUMA HUMACYTE INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.44 Unrealized -67.2%