PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $1,303 (100.0% shares, 0.0% debt)

Holdings (244)

NVDA NVIDIA CORP 13.7%
Value ($000) $178 Shares 1,129,439 Est. Cost $91.85 Unrealized +37.0%
MSFT MICROSOFT CORP 5.0%
Value ($000) $66 Shares 131,706 Est. Cost $53.12 Unrealized +714.0%
AAPL APPLE INC 4.3%
Value ($000) $56 Shares 275,311 Est. Cost $89.11 Unrealized +126.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.5%
Value ($000) $46 Shares 93,682 Est. Cost $164.85 Unrealized +208.1%
IBM IBM CORPORATION 2.9%
Value ($000) $38 Shares 129,659 Est. Cost $117.82 Unrealized +115.4%
GS GOLDMAN SACHS GROUP INC 2.9%
Value ($000) $38 Shares 53,782 Est. Cost $254.95 Unrealized +124.3%
GOOGL ALPHABET INC CL A 2.9%
Value ($000) $38 Shares 212,847 Est. Cost $106.73 Unrealized +53.0%
ABT ABBOTT LABS INC 2.8%
Value ($000) $36 Shares 266,183 Est. Cost $51.00 Unrealized +156.1%
ABBV ABBVIE INC 2.7%
Value ($000) $36 Shares 193,094 Est. Cost $82.36 Unrealized +121.8%
AVGO BROADCOM INC 2.7%
Value ($000) $36 Shares 129,751 Est. Cost $147.96 Unrealized +45.9%
RTX RTX CORPORATION 2.6%
Value ($000) $34 Shares 230,465 Est. Cost $56.24 Unrealized +134.3%
LHX L3 HARRIS TECHNOLOGIES INC 2.4%
Value ($000) $31 Shares 124,730 Est. Cost $182.24 Unrealized +24.6%
PANW PALO ALTO NETWORKS INC. 2.2%
Value ($000) $28 Shares 138,564 Est. Cost $159.16 Unrealized +16.7%
BWXT BWX TECHNOLOGIES INC 2.0%
Value ($000) $26 Shares 181,216 Est. Cost $63.66 Unrealized +82.8%
HON HONEYWELL INTERNATIONAL INC 1.9%
Value ($000) $25 Shares 107,800 Est. Cost $166.49 Unrealized +19.9%
UBER UBER TECHNOLOGIES INC 1.9%
Value ($000) $24 Shares 259,621 Est. Cost $72.93 Unrealized +12.9%
DRS LEONARDO DRS INC 1.9%
Value ($000) $24 Shares 519,224 Est. Cost $13.71 Unrealized +191.2%
COHR COHERENT CORP 1.8%
Value ($000) $23 Shares 261,918 Est. Cost $49.64 Unrealized +45.0%
META META PLATFORMS INC 1.8%
Value ($000) $23 Shares 31,531 Est. Cost $208.57 Unrealized +195.6%
AMZN AMAZON COM INC 1.6%
Value ($000) $21 Shares 95,584 Est. Cost $142.70 Unrealized +38.7%
ROK ROCKWELL AUTOMATION INC 1.5%
Value ($000) $19 Shares 58,374 Est. Cost $283.01 Unrealized -0.3%
IQV IQVIA HOLDINGS INC 1.4%
Value ($000) $18 Shares 114,195 Est. Cost $135.07 Unrealized +11.5%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $12 Shares 21,773 Est. Cost $249.72 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.9%
Value ($000) $12 Shares 74,186 Est. Cost $34.94 Unrealized +323.3%
MGK VANGUARD WORLD FD 0.9%
Value ($000) $12 Shares 32,500 Est. Cost $185.39 Unrealized
NEM NEWMONT CORP 0.9%
Value ($000) $12 Shares 203,213 Est. Cost $41.16 Unrealized +28.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value ($000) $11 Shares 36,865 Est. Cost $143.57 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP 0.8%
Value ($000) $11 Shares 372,560 Est. Cost $26.80 Unrealized +1.8%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $10 Shares 238,280 Est. Cost $31.22 Unrealized +33.9%
GOOG ALPHABET INC CL C 0.8%
Value ($000) $10 Shares 57,516 Est. Cost $107.92 Unrealized +52.7%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $10 Shares 34,388 Est. Cost $104.53 Unrealized +141.7%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $9 Shares 359,487 Est. Cost $0.32 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $9 Shares 189,826 Est. Cost $23.67 Unrealized +75.1%
CRM SALESFORCE.COM 0.7%
Value ($000) $9 Shares 32,700 Est. Cost $241.59 Unrealized +10.1%
GTLS CHART INDS INC 0.6%
Value ($000) $8 Shares 50,000 Est. Cost $165.51 Unrealized -11.3%
AMGN AMGEN INC 0.6%
Value ($000) $8 Shares 29,015 Est. Cost $184.91 Unrealized +50.2%
CTRA COTERRA ENERGY INC 0.6%
Value ($000) $8 Shares 311,947 Est. Cost $24.65 Unrealized +0.6%
T AT&T INC 0.6%
Value ($000) $8 Shares 269,445 Est. Cost $18.56 Unrealized +45.2%
DHI DR HORTON INC 0.5%
Value ($000) $7 Shares 55,225 Est. Cost $149.80 Unrealized -18.4%
TJX TJX COMPANIES 0.5%
Value ($000) $7 Shares 55,158 Est. Cost $45.97 Unrealized +173.8%
GABELLI EQUITY TR INC 0.5%
Value ($000) $7 Shares 1,141,144 Est. Cost $5.71 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $6 Shares 28,185 Est. Cost $114.51 Unrealized +40.4%
V VISA INC CL A 0.5%
Value ($000) $6 Shares 17,070 Est. Cost $178.73 Unrealized +94.1%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $6 Shares 42,600 Est. Cost $95.95 Unrealized +41.9%
HLIT HARMONIC INC 0.4%
Value ($000) $6 Shares 612,795 Est. Cost $12.37 Unrealized -26.3%
FCX FREEPORT MCMORAN INC 0.4%
Value ($000) $6 Shares 133,257 Est. Cost $47.25 Unrealized -20.2%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $6 Shares 32,500 Est. Cost $187.95 Unrealized -4.0%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $6 Shares 47,297 Est. Cost $86.68 Unrealized +33.2%
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $5 Shares 49,928 Est. Cost $67.49 Unrealized +54.9%
CDRE CADRE HLDGS INC 0.4%
Value ($000) $5 Shares 166,868 Est. Cost $28.11 Unrealized +14.0%
PM PHILIP MORRIS INTERNATIONAL 0.4%
Value ($000) $5 Shares 28,961 Est. Cost $80.56 Unrealized +107.7%
DGICA DONEGAL GROUP INC 0.4%
Value ($000) $5 Shares 255,740 Est. Cost $10.06 Unrealized +86.4%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $5 Shares 16,355 Est. Cost $196.96 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $5 Shares 22,343 Est. Cost $112.90 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value ($000) $4 Shares 34,660 Est. Cost $126.16 Unrealized -9.1%
PR PERMIAN RESOURCES CORP 0.3%
Value ($000) $4 Shares 319,250 Est. Cost $15.39 Unrealized -16.4%
MDT MEDTRONIC PLC 0.3%
Value ($000) $4 Shares 48,604 Est. Cost $73.36 Unrealized +13.8%
GHM GRAHAM CORP 0.3%
Value ($000) $4 Shares 84,532 Est. Cost $37.68 Unrealized -1.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $4 Shares 27,340 Est. Cost $111.43 Unrealized +35.4%
MRK MERCK & CO INC 0.3%
Value ($000) $4 Shares 52,691 Est. Cost $67.99 Unrealized +13.8%
IWB ISHARES TR 0.3%
Value ($000) $4 Shares 11,946 Est. Cost $0.30 Unrealized
STAG STAG INDL INC 0.3%
Value ($000) $4 Shares 102,860 Est. Cost $24.17 Unrealized
TDW TIDEWATER INC NEW 0.3%
Value ($000) $4 Shares 76,203 Est. Cost $44.86 Unrealized -9.7%
ITA ISHARES TR 0.3%
Value ($000) $3 Shares 18,424 Est. Cost $0.11 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value ($000) $3 Shares 237,538 Est. Cost $19.64 Unrealized -40.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $3 Shares 4,233 Est. Cost $75.09 Unrealized +929.9%
PKBK PARKE BANCORP INC 0.3%
Value ($000) $3 Shares 161,830 Est. Cost $10.25 Unrealized +82.2%
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $3 Shares 7,842 Est. Cost $29.08 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $3 Shares 9,263 Est. Cost $180.11 Unrealized +76.5%
EQT EQT CORP 0.2%
Value ($000) $3 Shares 51,811 Est. Cost $49.26 Unrealized +8.8%
NKE NIKE INC 0.2%
Value ($000) $3 Shares 41,799 Est. Cost $72.71 Unrealized -18.8%
GSK GSK PLC 0.2%
Value ($000) $3 Shares 66,140 Est. Cost $28.37 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.2%
Value ($000) $2 Shares 50,250 Est. Cost $38.70 Unrealized 0.0%
GE GE AEROSPACE 0.2%
Value ($000) $2 Shares 9,025 Est. Cost $65.59 Unrealized +233.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $2 Shares 74,676 Est. Cost $0.02 Unrealized
ASO ACADEMY SPORTS OUTDOORS IN 0.2%
Value ($000) $2 Shares 50,000 Est. Cost $41.14 Unrealized 0.0%
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value ($000) $2 Shares 17,638 Est. Cost $0.09 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $2 Shares 20,554 Est. Cost $112.67 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $2 Shares 32,590 Est. Cost $43.30 Unrealized
VERINT SYS INC 0.2%
Value ($000) $2 Shares 100,300 Est. Cost $0.03 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $2 Shares 13,618 Est. Cost $116.25 Unrealized +17.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $2 Shares 11,977 Est. Cost $73.20 Unrealized +98.1%
CYRX CRYOPORT INC 0.1%
Value ($000) $2 Shares 252,336 Est. Cost $6.48 Unrealized -4.2%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $2 Shares 20,688 Est. Cost $71.26 Unrealized +26.4%
AMLP ALPS ETF TR 0.1%
Value ($000) $2 Shares 38,387 Est. Cost $33.29 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $2 Shares 21,620 Est. Cost $0.07 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $2 Shares 2,923 Est. Cost $342.64 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $2 Shares 6,951 Est. Cost $177.98 Unrealized +33.3%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2 Shares 2,761 Est. Cost $227.83 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 76,400 Est. Cost $18.29 Unrealized 0.0%
PRGO PERRIGO CO PLC 0.1%
Value ($000) $2 Shares 60,001 Est. Cost $39.06 Unrealized -33.0%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $2 Shares 19,671 Est. Cost $0.06 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $2 Shares 6,691 Est. Cost $137.61 Unrealized +58.8%
IEFA ISHARES TR 0.1%
Value ($000) $2 Shares 18,324 Est. Cost $24.14 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $2 Shares 8,052 Est. Cost $103.38 Unrealized +60.5%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $1 Shares 3,720 Est. Cost $141.53 Unrealized +133.8%
B BARRICK GOLD CORP 0.1%
Value ($000) $1 Shares 67,800 Est. Cost $19.29 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $1 Shares 2,579 Est. Cost $189.43 Unrealized +119.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 9,750 Est. Cost $39.70 Unrealized +195.5%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 14,430 Est. Cost $42.86 Unrealized +105.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1 Shares 13,146 Est. Cost $73.74 Unrealized +40.6%
IWR ISHARES TR 0.1%
Value ($000) $1 Shares 13,913 Est. Cost $72.14 Unrealized
EMYB EMBASSY BANCORP INC 0.1%
Value ($000) $1 Shares 79,160 Est. Cost $13.09 Unrealized +13.6%
KO COCA COLA CO 0.1%
Value ($000) $1 Shares 17,969 Est. Cost $53.67 Unrealized +30.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 2,415 Est. Cost $861.14 Unrealized -35.4%
VVV VALVOLINE INC 0.1%
Value ($000) $1 Shares 33,147 Est. Cost $30.25 Unrealized +15.6%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $1 Shares 102,366 Est. Cost $0.01 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 26,425 Est. Cost $42.81 Unrealized +10.3%
C CITIGROUP INC 0.1%
Value ($000) $1 Shares 14,270 Est. Cost $61.67 Unrealized +15.5%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $1 Shares 58,098 Est. Cost $10.59 Unrealized +83.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,595 Est. Cost $98.41 Unrealized +183.9%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 4,383 Est. Cost $183.45 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $1 Shares 11,030 Est. Cost $189.02 Unrealized -57.1%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $1 Shares 27,630 Est. Cost $40.54 Unrealized -3.9%
IWM ISHARES TR 0.1%
Value ($000) $1 Shares 4,743 Est. Cost $99.00 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $1 Shares 1,963 Est. Cost $172.41 Unrealized +181.1%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 3,894 Est. Cost $137.11 Unrealized +70.0%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 38,540 Est. Cost $25.45 Unrealized -12.2%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1 Shares 6,890 Est. Cost $54.85 Unrealized +107.0%
ESSA BANCORP INC 0.1%
Value ($000) $1 Shares 46,859 Est. Cost $14.92 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 15,099 Est. Cost $28.43 Unrealized +96.8%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $1 Shares 5,550 Est. Cost $65.23 Unrealized +146.5%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 12,500 Est. Cost $50.43 Unrealized +6.9%
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $1 Shares 27,149 Est. Cost $37.05 Unrealized -15.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 5,855 Est. Cost $151.94 Unrealized -28.3%
HSY HERSHEY CO 0.1%
Value ($000) $1 Shares 4,709 Est. Cost $117.69 Unrealized +37.3%
TSLA TESLA INC 0.1%
Value ($000) $1 Shares 2,391 Est. Cost $252.49 Unrealized +19.3%
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 6,417 Est. Cost $81.35 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 4,822 Est. Cost $125.36 Unrealized +25.5%
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 10,000 Est. Cost $0.06 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 722 Est. Cost $383.58 Unrealized +158.3%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1 Shares 11,621 Est. Cost $0.04 Unrealized
DKNG DRAFTKINGS INC 0.1%
Value ($000) $1 Shares 16,435 Est. Cost $26.87 Unrealized +33.4%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $1 Shares 6,672 Est. Cost $81.77 Unrealized +6.5%
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 6,124 Est. Cost $56.33 Unrealized
STBA S&T BANCORP INC 0.0%
Value ($000) $1 Shares 17,225 Est. Cost $30.98 Unrealized +17.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 4,110 Est. Cost $136.45 Unrealized +7.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 9,179 Est. Cost $39.55 Unrealized +64.7%
AEM AGNICO EAGLES MINES LTD 0.0%
Value ($000) $1 Shares 5,092 Est. Cost $48.72 Unrealized +136.5%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 26,979 Est. Cost $38.71 Unrealized -46.5%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $1 Shares 41,900 Est. Cost $12.76 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 9,888 Est. Cost $0.05 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $1 Shares 9,858 Est. Cost $47.69 Unrealized +12.6%
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 8,350 Est. Cost $54.69 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $1 Shares 9,115 Est. Cost $57.49 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $1 Shares 1,965 Est. Cost $95.36 Unrealized +128.1%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1 Shares 1,710 Est. Cost $186.64 Unrealized +62.0%
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $1 Shares 39,205 Est. Cost $24.70 Unrealized -47.0%
PPL PPL CORPORATION 0.0%
Value ($000) $1 Shares 15,358 Est. Cost $23.06 Unrealized +47.7%
NVO NOVO-NORDISK A S SPONS ADR 0.0%
Value ($000) $1 Shares 7,500 Est. Cost $34.71 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $1 Shares 7,283 Est. Cost $36.91 Unrealized +63.6%
KLAC KLA CORP 0.0%
Value ($000) $1 Shares 560 Est. Cost $337.92 Unrealized +121.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1 Shares 5,500 Est. Cost $63.85 Unrealized +31.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 899 Est. Cost $0.31 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,205 Est. Cost $182.56 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $203.06 Unrealized +32.2%
WPC WP CAREY INC REIT 0.0%
Value ($000) $0 Shares 7,500 Est. Cost $69.69 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 1,598 Est. Cost $170.40 Unrealized +78.1%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 14,492 Est. Cost $32.20 Unrealized -6.9%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $0 Shares 21,000 Est. Cost $4.91 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 1,449 Est. Cost $322.76 Unrealized -6.2%
HANCOCK JOHN INVT TR II 0.0%
Value ($000) $0 Shares 30,813 Est. Cost $17.02 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $1982.70 Unrealized +85.9%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $0 Shares 1,903 Est. Cost $184.57 Unrealized +14.0%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,222 Est. Cost $86.56 Unrealized +38.8%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $56.72 Unrealized +82.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 1,775 Est. Cost $124.32 Unrealized +84.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 11,364 Est. Cost $42.53 Unrealized -20.3%
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 6,865 Est. Cost $0.07 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 5,411 Est. Cost $40.07 Unrealized +68.0%
QUAL ISHARES TR 0.0%
Value ($000) $0 Shares 2,156 Est. Cost $114.42 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 1,094 Est. Cost $127.70 Unrealized +140.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 3,929 Est. Cost $63.45 Unrealized +50.4%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $56.85 Unrealized +77.5%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 2,862 Est. Cost $98.61 Unrealized +32.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 711 Est. Cost $270.48 Unrealized +83.6%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $89.95 Unrealized +70.8%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,130 Est. Cost $143.13 Unrealized +113.6%
CSX CSX CORPORATION 0.0%
Value ($000) $0 Shares 11,175 Est. Cost $24.16 Unrealized +23.3%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $0 Shares 20,638 Est. Cost $37.29 Unrealized -55.8%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $56.32 Unrealized +63.2%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 1,440 Est. Cost $138.49 Unrealized +77.0%
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $0.12 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 1,084 Est. Cost $140.32 Unrealized +88.0%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $0 Shares 16,675 Est. Cost $0.02 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 1,215 Est. Cost $226.54 Unrealized +18.4%
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 874 Est. Cost $465.25 Unrealized -17.2%
FRO FRONTLINE PLC 0.0%
Value ($000) $0 Shares 20,417 Est. Cost $13.81 Unrealized +21.9%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $90.91 Unrealized +21.0%
BA BOEING COMPANY 0.0%
Value ($000) $0 Shares 1,567 Est. Cost $223.28 Unrealized -15.4%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 2,700 Est. Cost $86.08 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 1,450 Est. Cost $116.03 Unrealized +90.1%
DGRO ISHARES TR 0.0%
Value ($000) $0 Shares 4,935 Est. Cost $0.05 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 2,103 Est. Cost $99.31 Unrealized +36.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $0 Shares 3,757 Est. Cost $0.08 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 2,363 Est. Cost $112.99 Unrealized
ITT ITT INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $77.46 Unrealized +83.9%
CZNC CITIZENS & NORTHN CORP 0.0%
Value ($000) $0 Shares 16,499 Est. Cost $17.64 Unrealized +2.5%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1,270 Est. Cost $187.24 Unrealized +23.7%
PRMB PRIMO WATER CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $28.07 Unrealized +13.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 550 Est. Cost $299.70 Unrealized +63.6%
MPLX MPLX LP 0.0%
Value ($000) $0 Shares 5,620 Est. Cost $0.04 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3,366 Est. Cost $57.28 Unrealized +37.8%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $201.85 Unrealized -38.3%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 7,500 Est. Cost $41.38 Unrealized -19.6%
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $0 Shares 1,108 Est. Cost $173.43 Unrealized +29.9%
IWF ISHARES TR 0.0%
Value ($000) $0 Shares 616 Est. Cost $0.34 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 712 Est. Cost $109.18 Unrealized +226.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,686 Est. Cost $60.03 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $0 Shares 23,500 Est. Cost $7.99 Unrealized +22.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,066 Est. Cost $180.65 Unrealized +14.1%
IWP ISHARES TR 0.0%
Value ($000) $0 Shares 1,826 Est. Cost $0.11 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $9.86 Unrealized +47.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 3,573 Est. Cost $69.70 Unrealized -2.3%
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $84.45 Unrealized +10.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 2,420 Est. Cost $86.31 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 1,059 Est. Cost $0.23 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 1,765 Est. Cost $0.12 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.85 Unrealized +81.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,297 Est. Cost $123.58 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $92.48 Unrealized +15.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 13,500 Est. Cost $15.53 Unrealized -5.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 720 Est. Cost $416.94 Unrealized -10.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 1,654 Est. Cost $117.49 Unrealized +4.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $121.91 Unrealized +21.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.11 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 783 Est. Cost $0.28 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 1,753 Est. Cost $102.81 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 899 Est. Cost $0.24 Unrealized
FFIV F5 INC 0.0%
Value ($000) $0 Shares 725 Est. Cost $276.25 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 4,917 Est. Cost $39.58 Unrealized -4.0%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 312 Est. Cost $0.66 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 600 Est. Cost $344.92 Unrealized -0.1%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $0 Shares 5,750 Est. Cost $24.48 Unrealized 0.0%
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $0 Shares 16,957 Est. Cost $1013.33 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $0 Shares 48,200 Est. Cost $2.73 Unrealized +10.6%
CDE COEUR MNG INC 0.0%
Value ($000) $0 Shares 13,500 Est. Cost $7.28 Unrealized 0.0%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $0 Shares 22,500 Est. Cost $6.27 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12,734 Est. Cost $10.17 Unrealized -19.4%
CVRX CVRX INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $6.90 Unrealized 0.0%
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 -89.0%
CGEN COMPUGEN LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $7.86 Unrealized -81.1%