PHILADELPHIA TRUST CO Diversified Active

Location: Philadelphia, PA

CIK: 0001110806 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value: $1.421B

Holdings (259)

NVDA NVIDIA CORP 14.0%
Value $199M Shares 1,066,516 Est. Cost $91.85 Unrealized +89.8%
AAPL APPLE INC 4.8%
Value $67.63M Shares 265,599 Est. Cost $89.11 Unrealized +153.1%
MSFT MICROSOFT CORP 4.6%
Value $65.55M Shares 126,546 Est. Cost $53.12 Unrealized +857.7%
GOOGL ALPHABET INC CL A 3.5%
Value $49.6M Shares 204,034 Est. Cost $106.73 Unrealized +96.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.2%
Value $45.53M Shares 90,564 Est. Cost $164.85 Unrealized +193.8%
ABBV ABBVIE INC 3.0%
Value $43M Shares 185,723 Est. Cost $82.36 Unrealized +145.2%
AVGO BROADCOM INC 2.9%
Value $41.52M Shares 125,866 Est. Cost $147.96 Unrealized +106.6%
GS GOLDMAN SACHS GROUP INC 2.9%
Value $40.99M Shares 51,473 Est. Cost $254.95 Unrealized +188.2%
RTX RTX CORPORATION 2.6%
Value $37.03M Shares 221,317 Est. Cost $56.24 Unrealized +174.3%
LHX L3 HARRIS TECHNOLOGIES INC 2.6%
Value $36.79M Shares 120,463 Est. Cost $182.24 Unrealized +48.9%
IBM IBM CORPORATION 2.6%
Value $36.39M Shares 128,968 Est. Cost $117.82 Unrealized +120.3%
ABT ABBOTT LABS INC 2.4%
Value $34.65M Shares 258,705 Est. Cost $51.00 Unrealized +156.1%
BWXT BWX TECHNOLOGIES INC 2.3%
Value $32.12M Shares 174,226 Est. Cost $63.66 Unrealized +152.2%
COHR COHERENT CORP 1.9%
Value $27.42M Shares 254,528 Est. Cost $49.64 Unrealized +100.8%
PANW PALO ALTO NETWORKS INC. 1.9%
Value $27.37M Shares 134,426 Est. Cost $159.16 Unrealized +20.3%
ROK ROCKWELL AUTOMATION INC 1.8%
Value $26.15M Shares 74,808 Est. Cost $296.28 Unrealized +15.9%
UBER UBER TECHNOLOGIES INC 1.8%
Value $25.19M Shares 257,113 Est. Cost $72.93 Unrealized +28.2%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value $23.38M Shares 111,088 Est. Cost $167.69 Unrealized +23.5%
DRS LEONARDO DRS INC 1.6%
Value $23.12M Shares 509,224 Est. Cost $13.71 Unrealized +216.6%
META META PLATFORMS INC 1.6%
Value $23.07M Shares 31,408 Est. Cost $208.57 Unrealized +256.3%
IQV IQVIA HOLDINGS INC 1.5%
Value $21.8M Shares 114,773 Est. Cost $135.07 Unrealized +34.6%
AMZN AMAZON COM INC 1.5%
Value $21.07M Shares 95,963 Est. Cost $142.70 Unrealized +58.6%
NEM NEWMONT CORP 1.1%
Value $15.9M Shares 188,593 Est. Cost $41.16 Unrealized +68.6%
MPC MARATHON PETROLEUM CORPORATION 1.0%
Value $14.46M Shares 75,034 Est. Cost $36.52 Unrealized +377.8%
GOOG ALPHABET INC CL C 1.0%
Value $14.13M Shares 58,011 Est. Cost $107.92 Unrealized +94.5%
VOO VANGUARD INDEX FDS 0.9%
Value $13.19M Shares 21,543 Est. Cost $413.88 Unrealized
MGK VANGUARD WORLD FD 0.9%
Value $13.08M Shares 32,500 Est. Cost $185.39 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value $12.1M Shares 36,865 Est. Cost $157.53 Unrealized
DHI D R HORTON INC 0.8%
Value $10.76M Shares 63,481 Est. Cost $150.69 Unrealized +3.9%
JPM JP MORGAN CHASE & CO 0.8%
Value $10.7M Shares 33,909 Est. Cost $104.53 Unrealized +183.1%
VZ VERIZON COMMUNICATIONS 0.8%
Value $10.66M Shares 242,605 Est. Cost $31.42 Unrealized +35.2%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value $10.25M Shares 346,163 Est. Cost $15.46 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value $9.828M Shares 190,500 Est. Cost $23.67 Unrealized +104.3%
PGC PEAPACK-GLADSTONE FINL CORP 0.7%
Value $9.827M Shares 356,035 Est. Cost $26.80 Unrealized +4.3%
ORCL ORACLE CORP 0.6%
Value $8.166M Shares 29,035 Est. Cost $118.60 Unrealized +114.3%
TJX TJX COMPANIES 0.6%
Value $7.89M Shares 54,588 Est. Cost $45.97 Unrealized +187.7%
CRM SALESFORCE.COM 0.6%
Value $7.843M Shares 33,094 Est. Cost $241.71 Unrealized +4.0%
AMGN AMGEN INC 0.6%
Value $7.828M Shares 27,739 Est. Cost $184.91 Unrealized +55.0%
T AT&T INC 0.5%
Value $7.592M Shares 268,845 Est. Cost $18.56 Unrealized +51.2%
CTRA COTERRA ENERGY INC 0.5%
Value $7.248M Shares 306,452 Est. Cost $24.65 Unrealized -3.4%
GABELLI EQUITY TR INC 0.5%
Value $6.825M Shares 1,120,694 Est. Cost $6.12 Unrealized
FANG DIAMONDBACK ENERGY INC 0.5%
Value $6.541M Shares 45,708 Est. Cost $99.01 Unrealized +42.3%
AI C3 AI INC 0.5%
Value $6.479M Shares 373,635 Est. Cost $20.88 Unrealized 0.0%
HLIT HARMONIC INC 0.4%
Value $6.136M Shares 602,795 Est. Cost $12.37 Unrealized -23.8%
DUK DUKE ENERGY CORP 0.4%
Value $5.979M Shares 48,319 Est. Cost $87.39 Unrealized +37.1%
CDRE CADRE HLDGS INC 0.4%
Value $5.883M Shares 161,123 Est. Cost $28.11 Unrealized +14.0%
V VISA INC CL A 0.4%
Value $5.87M Shares 17,196 Est. Cost $178.73 Unrealized +93.1%
XOM EXXON MOBIL CORPORATION 0.4%
Value $5.759M Shares 51,078 Est. Cost $68.44 Unrealized +60.3%
JNJ JOHNSON & JOHNSON 0.4%
Value $5.357M Shares 28,890 Est. Cost $114.55 Unrealized +48.0%
EMYB EMBASSY BANCORP INC 0.4%
Value $5.153M Shares 297,006 Est. Cost $15.66 Unrealized +6.0%
FCX FREEPORT MCMORAN INC 0.4%
Value $5.128M Shares 130,759 Est. Cost $47.25 Unrealized -8.6%
AMAT APPLIED MATLS INC 0.4%
Value $5.119M Shares 25,000 Est. Cost $180.78 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value $4.94M Shares 30,456 Est. Cost $84.72 Unrealized +95.0%
DGICA DONEGAL GROUP INC 0.3%
Value $4.838M Shares 249,525 Est. Cost $10.06 Unrealized +77.6%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $4.818M Shares 22,328 Est. Cost $131.31 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $4.804M Shares 16,355 Est. Cost $196.96 Unrealized
GHM GRAHAM CORP 0.3%
Value $4.449M Shares 81,032 Est. Cost $37.68 Unrealized +35.8%
MRK MERCK & CO INC 0.3%
Value $4.392M Shares 52,331 Est. Cost $67.99 Unrealized +19.2%
IWB ISHARES TR 0.3%
Value $4.366M Shares 11,946 Est. Cost $296.95 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value $4.345M Shares 215,733 Est. Cost $19.64 Unrealized -14.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value $4.164M Shares 29,660 Est. Cost $126.16 Unrealized +7.4%
PR PERMIAN RESOURCES CORP 0.3%
Value $3.958M Shares 309,250 Est. Cost $15.39 Unrealized -10.9%
TDW TIDEWATER INC NEW 0.3%
Value $3.863M Shares 72,434 Est. Cost $44.86 Unrealized +22.2%
ITA ISHARES TR 0.3%
Value $3.834M Shares 18,324 Est. Cost $111.85 Unrealized
STAG STAG INDL INC 0.2%
Value $3.52M Shares 99,755 Est. Cost $31.37 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value $3.415M Shares 7,842 Est. Cost $359.98 Unrealized
PKBK PARKE BANCORP INC 0.2%
Value $3.343M Shares 155,120 Est. Cost $10.25 Unrealized +108.3%
NKE NIKE INC 0.2%
Value $3.26M Shares 46,746 Est. Cost $72.83 Unrealized +1.3%
LLY ELI LILLY & CO 0.2%
Value $3.251M Shares 4,261 Est. Cost $75.09 Unrealized +888.4%
GSK GSK PLC 0.2%
Value $2.854M Shares 66,116 Est. Cost $29.90 Unrealized
EQT EQT CORP 0.2%
Value $2.73M Shares 50,160 Est. Cost $49.26 Unrealized +6.8%
GE GE AEROSPACE 0.2%
Value $2.715M Shares 9,025 Est. Cost $65.59 Unrealized +315.7%
CI THE CIGNA GROUP 0.2%
Value $2.67M Shares 9,263 Est. Cost $180.11 Unrealized +62.8%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value $2.546M Shares 69,390 Est. Cost $18.02 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $2.5M Shares 26,248 Est. Cost $73.36 Unrealized +24.4%
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value $2.427M Shares 16,986 Est. Cost $91.88 Unrealized
CYRX CRYOPORT INC 0.2%
Value $2.308M Shares 243,500 Est. Cost $6.48 Unrealized +29.9%
B BARRICK GOLD CORP 0.2%
Value $2.223M Shares 67,845 Est. Cost $19.29 Unrealized +30.4%
MUB ISHARES TR 0.2%
Value $2.189M Shares 20,554 Est. Cost $112.67 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.2%
Value $2.17M Shares 76,400 Est. Cost $18.29 Unrealized +31.0%
IJH ISHARES TR 0.1%
Value $2.127M Shares 32,590 Est. Cost $92.09 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $2.117M Shares 13,633 Est. Cost $116.25 Unrealized +31.0%
QCOM QUALCOMM INC 0.1%
Value $2.049M Shares 12,317 Est. Cost $75.52 Unrealized +108.2%
VERINT SYS INC 0.1%
Value $2.031M Shares 100,300 Est. Cost $32.20 Unrealized
IVV ISHARES TR 0.1%
Value $1.956M Shares 2,923 Est. Cost $342.64 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value $1.941M Shares 21,620 Est. Cost $67.18 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $1.872M Shares 10,000 Est. Cost $187.95 Unrealized -2.1%
ITW ILLINOIS TOOL WORKS 0.1%
Value $1.813M Shares 6,951 Est. Cost $177.98 Unrealized +44.6%
AMLP ALPS ETF TR 0.1%
Value $1.809M Shares 38,552 Est. Cost $34.73 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.8M Shares 9,865 Est. Cost $41.12 Unrealized +294.1%
CAT CATERPILLAR INC DEL 0.1%
Value $1.756M Shares 3,680 Est. Cost $141.53 Unrealized +200.6%
AVDV AMERICAN CENTY ETF TR 0.1%
Value $1.712M Shares 19,229 Est. Cost $57.85 Unrealized
IEFA ISHARES TR 0.1%
Value $1.681M Shares 19,249 Est. Cost $64.97 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value $1.618M Shares 8,052 Est. Cost $103.38 Unrealized +89.4%
GEV GE VERNOVA INC 0.1%
Value $1.586M Shares 2,579 Est. Cost $189.43 Unrealized +219.7%
UNP UNION PAC CORP 0.1%
Value $1.582M Shares 6,691 Est. Cost $137.61 Unrealized +62.2%
TSLA TESLA INC 0.1%
Value $1.517M Shares 3,411 Est. Cost $280.70 Unrealized +23.6%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value $1.51M Shares 2,266 Est. Cost $334.46 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value $1.507M Shares 95,966 Est. Cost $8.10 Unrealized
EGO ELDORADO GOLD CORP NEW 0.1%
Value $1.404M Shares 48,582 Est. Cost $10.59 Unrealized +122.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $1.358M Shares 2,415 Est. Cost $861.14 Unrealized -34.5%
SO SOUTHERN CO 0.1%
Value $1.357M Shares 14,320 Est. Cost $42.86 Unrealized +115.2%
C CITIGROUP INC 0.1%
Value $1.343M Shares 13,235 Est. Cost $61.67 Unrealized +52.6%
IWR ISHARES TR 0.1%
Value $1.343M Shares 13,913 Est. Cost $75.51 Unrealized
PRGO PERRIGO CO PLC 0.1%
Value $1.336M Shares 60,001 Est. Cost $39.06 Unrealized -37.4%
ED CONSOLIDATED EDISON INC 0.1%
Value $1.331M Shares 13,246 Est. Cost $73.74 Unrealized +34.4%
IWM ISHARES TR 0.1%
Value $1.323M Shares 5,468 Est. Cost $196.70 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $1.194M Shares 3,595 Est. Cost $98.41 Unrealized +221.6%
KO COCA COLA CO 0.1%
Value $1.193M Shares 17,992 Est. Cost $53.67 Unrealized +26.5%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $1.192M Shares 26,425 Est. Cost $42.81 Unrealized +6.3%
VVV VALVOLINE INC 0.1%
Value $1.177M Shares 32,776 Est. Cost $30.25 Unrealized +26.2%
MO ALTRIA GROUP INC 0.1%
Value $1.144M Shares 17,324 Est. Cost $32.67 Unrealized +88.0%
VHT VANGUARD WORLD FD 0.1%
Value $1.138M Shares 4,383 Est. Cost $195.21 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value $1.11M Shares 3,696 Est. Cost $137.11 Unrealized +101.3%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value $1.096M Shares 27,464 Est. Cost $40.54 Unrealized -6.0%
INTC INTEL CORP 0.1%
Value $1.087M Shares 32,404 Est. Cost $36.29 Unrealized -33.2%
BTU PEABODY ENERGY CORP 0.1%
Value $1.04M Shares 39,205 Est. Cost $24.70 Unrealized -28.1%
ILMN ILLUMINA INC 0.1%
Value $1.011M Shares 10,642 Est. Cost $189.02 Unrealized -47.5%
PFE PFIZER INC 0.1%
Value $982K Shares 38,540 Est. Cost $25.45 Unrealized -5.1%
CCNE CNB FINL CORP PA 0.1%
Value $969K Shares 40,045 Est. Cost $24.40 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $947K Shares 5,855 Est. Cost $151.94 Unrealized +6.2%
EMR EMERSON ELECTRIC 0.1%
Value $904K Shares 6,890 Est. Cost $54.85 Unrealized +147.0%
DE DEERE & CO. 0.1%
Value $902K Shares 1,973 Est. Cost $172.41 Unrealized +184.0%
HSY HERSHEY CO 0.1%
Value $881K Shares 4,709 Est. Cost $117.69 Unrealized +52.7%
PG PROCTER & GAMBLE COMPANY 0.1%
Value $873K Shares 5,680 Est. Cost $67.29 Unrealized +130.2%
DVN DEVON ENERGY CORPORATION 0.1%
Value $867K Shares 24,730 Est. Cost $37.05 Unrealized -9.2%
SCCO SOUTHERN COPPER CORP 0.1%
Value $854K Shares 7,038 Est. Cost $82.60 Unrealized +18.3%
HANCOCK JOHN PFD INCOME FD I 0.1%
Value $848K Shares 54,900 Est. Cost $15.64 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $803K Shares 12,500 Est. Cost $50.43 Unrealized +32.6%
HDV ISHARES TR 0.1%
Value $786K Shares 6,417 Est. Cost $81.35 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value $782K Shares 10,000 Est. Cost $62.80 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value $777K Shares 4,110 Est. Cost $136.45 Unrealized +27.1%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $763K Shares 11,731 Est. Cost $36.28 Unrealized
IJR ISHARES TR 0.1%
Value $728K Shares 6,124 Est. Cost $95.18 Unrealized
AEM AGNICO EAGLES MINES LTD 0.1%
Value $724K Shares 4,297 Est. Cost $48.72 Unrealized +180.9%
AVIV AMERICAN CENTY ETF TR 0.1%
Value $723K Shares 10,720 Est. Cost $67.44 Unrealized
CXM SPRINKLR INC 0.0%
Value $696K Shares 90,150 Est. Cost $8.43 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value $674K Shares 4,604 Est. Cost $125.36 Unrealized +20.1%
IEMG ISHARES INC 0.0%
Value $652K Shares 9,888 Est. Cost $52.91 Unrealized
STBA S&T BANCORP INC 0.0%
Value $647K Shares 17,225 Est. Cost $30.98 Unrealized +24.0%
CL COLGATE-PALMOLIVE 0.0%
Value $616K Shares 7,708 Est. Cost $71.26 Unrealized +18.8%
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value $608K Shares 9,858 Est. Cost $47.69 Unrealized +27.0%
KLAC KLA CORP 0.0%
Value $604K Shares 560 Est. Cost $337.92 Unrealized +175.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value $599K Shares 5,500 Est. Cost $63.85 Unrealized +58.7%
SHEL SHELL PLC 0.0%
Value $597K Shares 8,350 Est. Cost $54.69 Unrealized
ACWX ISHARES TR 0.0%
Value $593K Shares 9,115 Est. Cost $57.49 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $576K Shares 622 Est. Cost $383.58 Unrealized +149.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $573K Shares 9,179 Est. Cost $39.55 Unrealized +60.3%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value $571K Shares 16,675 Est. Cost $21.90 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $560K Shares 2,540 Est. Cost $191.94 Unrealized 0.0%
PPL PPL CORPORATION 0.0%
Value $560K Shares 15,058 Est. Cost $23.06 Unrealized +53.7%
QQQ INVESCO QQQ TR 0.0%
Value $540K Shares 899 Est. Cost $311.82 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $502K Shares 1,710 Est. Cost $186.64 Unrealized +59.6%
CSCO CISCO SYSTEMS INC 0.0%
Value $498K Shares 7,283 Est. Cost $36.91 Unrealized +82.6%
AZO AUTOZONE INC 0.0%
Value $493K Shares 115 Est. Cost $1982.70 Unrealized +102.3%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $482K Shares 1,965 Est. Cost $95.36 Unrealized +167.7%
MCD MCDONALDS CORP 0.0%
Value $479K Shares 1,576 Est. Cost $170.40 Unrealized +76.9%
CNQ CANADIAN NAT RES LTD 0.0%
Value $479K Shares 14,992 Est. Cost $32.17 Unrealized -2.6%
CMI CUMMINS INC 0.0%
Value $477K Shares 1,130 Est. Cost $143.13 Unrealized +166.0%
XYL XYLEM INC 0.0%
Value $475K Shares 3,222 Est. Cost $86.56 Unrealized +59.5%
VDC VANGUARD WORLD FDS 0.0%
Value $471K Shares 2,205 Est. Cost $182.56 Unrealized
RIO RIO TINTO PLC 0.0%
Value $470K Shares 7,115 Est. Cost $69.66 Unrealized
QUAL ISHARES TR 0.0%
Value $458K Shares 2,356 Est. Cost $133.04 Unrealized
FRO FRONTLINE PLC 0.0%
Value $455K Shares 19,973 Est. Cost $13.81 Unrealized +46.6%
CME CME GROUP INC 0.0%
Value $447K Shares 1,655 Est. Cost $203.06 Unrealized +32.9%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value $442K Shares 21,000 Est. Cost $14.76 Unrealized
AFL AFLAC INC 0.0%
Value $436K Shares 3,900 Est. Cost $56.72 Unrealized +83.7%
HANCOCK JOHN INVT TR II 0.0%
Value $431K Shares 30,813 Est. Cost $17.02 Unrealized
NVO NOVO-NORDISK A S SPONS ADR 0.0%
Value $416K Shares 7,500 Est. Cost $80.13 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $411K Shares 20,638 Est. Cost $37.29 Unrealized -46.2%
ETN EATON CORP PLC 0.0%
Value $409K Shares 1,094 Est. Cost $127.70 Unrealized +184.5%
PEP PEPSICO INC 0.0%
Value $402K Shares 2,862 Est. Cost $98.61 Unrealized +42.4%
HWM HOWMET AEROSPACE INC 0.0%
Value $392K Shares 2,000 Est. Cost $89.95 Unrealized +102.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value $383K Shares 8,935 Est. Cost $45.46 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value $375K Shares 1,700 Est. Cost $124.32 Unrealized +79.9%
AMT AMERICAN TOWER CORP REIT 0.0%
Value $366K Shares 1,903 Est. Cost $184.57 Unrealized +10.8%
LOW LOWES COS INC COM 0.0%
Value $364K Shares 1,450 Est. Cost $116.03 Unrealized +110.5%
LNG CHENIERE ENERGY INC 0.0%
Value $361K Shares 1,535 Est. Cost $195.49 Unrealized +20.2%
SDY SPDR SER TR 0.0%
Value $361K Shares 2,580 Est. Cost $124.57 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $359K Shares 3,929 Est. Cost $63.45 Unrealized +42.1%
BX BLACKSTONE INC 0.0%
Value $359K Shares 2,103 Est. Cost $99.31 Unrealized +70.6%
ITT ITT INC 0.0%
Value $358K Shares 2,000 Est. Cost $77.46 Unrealized +116.6%
CMCSA COMCAST CORP NEW 0.0%
Value $357K Shares 11,364 Est. Cost $42.53 Unrealized -22.0%
IRM IRON MTN INC DEL 0.0%
Value $357K Shares 3,500 Est. Cost $56.32 Unrealized +68.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value $357K Shares 1,449 Est. Cost $322.76 Unrealized -19.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $357K Shares 1,084 Est. Cost $140.32 Unrealized +129.6%
RPM RPM INTL INC 0.0%
Value $354K Shares 3,000 Est. Cost $90.91 Unrealized +32.0%
DKNG DRAFTKINGS INC 0.0%
Value $352K Shares 9,400 Est. Cost $26.87 Unrealized +65.0%
NVS NOVARTIS AG 0.0%
Value $346K Shares 2,700 Est. Cost $86.08 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $346K Shares 711 Est. Cost $270.48 Unrealized +97.4%
DVY ISHARES TR 0.0%
Value $339K Shares 2,383 Est. Cost $117.62 Unrealized
BA BOEING COMPANY 0.0%
Value $338K Shares 1,567 Est. Cost $223.28 Unrealized +1.0%
DGRO ISHARES TR 0.0%
Value $336K Shares 4,935 Est. Cost $52.84 Unrealized
DGRW WISDOMTREE TR 0.0%
Value $334K Shares 3,757 Est. Cost $77.51 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $330K Shares 1,440 Est. Cost $138.49 Unrealized +68.4%
CZNC CITIZENS & NORTHN CORP 0.0%
Value $327K Shares 16,499 Est. Cost $17.64 Unrealized +8.1%
HD HOME DEPOT INC 0.0%
Value $321K Shares 791 Est. Cost $137.14 Unrealized +183.8%
CSX CSX CORPORATION 0.0%
Value $320K Shares 9,000 Est. Cost $24.16 Unrealized +40.5%
APD AIR PRODS & CHEMS INC 0.0%
Value $318K Shares 1,165 Est. Cost $226.54 Unrealized +26.0%
BIIB BIOGEN INC 0.0%
Value $315K Shares 2,250 Est. Cost $201.85 Unrealized -33.0%
KGC KINROSS GOLD CORP 0.0%
Value $311K Shares 12,500 Est. Cost $9.86 Unrealized +95.2%
FTNT FORTINET INC 0.0%
Value $307K Shares 3,650 Est. Cost $56.85 Unrealized +57.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $296K Shares 1,059 Est. Cost $226.63 Unrealized
IWF ISHARES TR 0.0%
Value $289K Shares 616 Est. Cost $337.66 Unrealized
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value $286K Shares 1,108 Est. Cost $173.43 Unrealized +36.5%
AZN ASTRAZENECA PLC 0.0%
Value $283K Shares 3,686 Est. Cost $60.03 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $282K Shares 1,654 Est. Cost $117.49 Unrealized +25.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $281K Shares 3,366 Est. Cost $57.28 Unrealized +44.4%
MPLX MPLX LP 0.0%
Value $281K Shares 5,620 Est. Cost $41.64 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $275K Shares 5,750 Est. Cost $24.48 Unrealized +85.3%
AMP AMERIPRISE FINL INC 0.0%
Value $270K Shares 550 Est. Cost $299.70 Unrealized +70.2%
NEE NEXTERA ENERGY INC 0.0%
Value $270K Shares 3,573 Est. Cost $69.70 Unrealized +3.6%
WPC WP CAREY INC REIT 0.0%
Value $270K Shares 4,000 Est. Cost $75.32 Unrealized
PNR PENTAIR PLC 0.0%
Value $266K Shares 2,399 Est. Cost $84.45 Unrealized +26.1%
ADI ANALOG DEVICES INC 0.0%
Value $262K Shares 1,066 Est. Cost $180.65 Unrealized +32.3%
IWP ISHARES TR 0.0%
Value $260K Shares 1,826 Est. Cost $113.91 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $250K Shares 7,500 Est. Cost $41.38 Unrealized -12.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $249K Shares 720 Est. Cost $416.94 Unrealized -28.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $249K Shares 1,765 Est. Cost $121.25 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value $247K Shares 23,500 Est. Cost $7.99 Unrealized +26.9%
SOXX ISHARES TR 0.0%
Value $244K Shares 899 Est. Cost $239.15 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value $244K Shares 15,000 Est. Cost $7.85 Unrealized +102.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $243K Shares 3,750 Est. Cost $38.70 Unrealized +48.4%
GILD GILEAD SCIENCES INC 0.0%
Value $243K Shares 2,190 Est. Cost $112.28 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value $242K Shares 1,297 Est. Cost $123.58 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $241K Shares 2,000 Est. Cost $109.00 Unrealized
MP MP MATERIALS CORP 0.0%
Value $239K Shares 3,560 Est. Cost $62.91 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value $237K Shares 2,399 Est. Cost $86.47 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value $236K Shares 5,005 Est. Cost $44.74 Unrealized 0.0%
VAL VALARIS LTD 0.0%
Value $235K Shares 4,815 Est. Cost $48.77 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value $234K Shares 5,127 Est. Cost $39.77 Unrealized +11.5%
FFIV F5 INC 0.0%
Value $234K Shares 725 Est. Cost $276.25 Unrealized +13.3%
VBK VANGUARD INDEX FDS 0.0%
Value $233K Shares 783 Est. Cost $277.14 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $233K Shares 13,500 Est. Cost $15.53 Unrealized +8.3%
VGT VANGUARD WORLD FD 0.0%
Value $233K Shares 312 Est. Cost $663.46 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $230K Shares 2,040 Est. Cost $108.19 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $225K Shares 637 Est. Cost $465.25 Unrealized -22.9%
PRMB PRIMO WATER CORP 0.0%
Value $221K Shares 10,000 Est. Cost $28.07 Unrealized -7.8%
D DOMINION ENERGY INC 0.0%
Value $210K Shares 3,425 Est. Cost $58.31 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value $210K Shares 2,000 Est. Cost $92.48 Unrealized +18.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value $208K Shares 600 Est. Cost $344.92 Unrealized +1.9%
RWR SPDR SERIES TRUST 0.0%
Value $203K Shares 2,023 Est. Cost $100.35 Unrealized
DIS DISNEY WALT CO 0.0%
Value $201K Shares 1,753 Est. Cost $102.81 Unrealized +13.8%
L LOEWS CORP 0.0%
Value $201K Shares 2,000 Est. Cost $94.44 Unrealized 0.0%
EWJ ISHARES TR 0.0%
Value $201K Shares 2,500 Est. Cost $80.40 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $200K Shares 2,120 Est. Cost $86.31 Unrealized +24.0%
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value $197K Shares 16,957 Est. Cost $1013.33 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value $189K Shares 35,000 Est. Cost $6.13 Unrealized -4.3%
BIVI BIOVIE INC 0.0%
Value $143K Shares 75,010 Est. Cost $4.05 Unrealized 0.0%
EC ECOPETROL S A 0.0%
Value $131K Shares 14,200 Est. Cost $9.23 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value $130K Shares 35,000 Est. Cost $9.56 Unrealized -73.0%
VTRS VIATRIS INC 0.0%
Value $126K Shares 12,734 Est. Cost $10.17 Unrealized -6.0%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value $126K Shares 45,700 Est. Cost $2.73 Unrealized -0.8%
CVRX CVRX INC 0.0%
Value $121K Shares 15,000 Est. Cost $6.90 Unrealized +9.0%
RC READY CAPITAL CORP 0.0%
Value $97,000 Shares 25,000 Est. Cost $3.88 Unrealized
MFS CHARTER INCOME TRUST 0.0%
Value $77,000 Shares 12,000 Est. Cost $8.17 Unrealized
POET POET TECHNOLOGIES INC 0.0%
Value $57,000 Shares 10,250 Est. Cost $5.65 Unrealized 0.0%
MFS INTER INCOME TRUST 0.0%
Value $43,000 Shares 16,100 Est. Cost $4.54 Unrealized
CGEN COMPUGEN LTD 0.0%
Value $22,000 Shares 15,000 Est. Cost $7.86 Unrealized -81.1%