PHILADELPHIA TRUST CO Diversified Active

Location: Philadelphia, PA

CIK: 0001110806 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $1.45B

Holdings (258)

NVDA NVIDIA CORP 13.4%
Value $195M Shares 1,045,914 Est. Cost $91.85 Unrealized +102.6%
AAPL APPLE INC 4.8%
Value $70.07M Shares 257,740 Est. Cost $89.11 Unrealized +201.1%
GOOGL ALPHABET INC CL A 4.4%
Value $63.83M Shares 203,926 Est. Cost $106.73 Unrealized +167.6%
MSFT MICROSOFT CORP 4.1%
Value $59.63M Shares 123,296 Est. Cost $53.12 Unrealized +842.4%
COHR COHERENT CORP 3.1%
Value $45.46M Shares 246,306 Est. Cost $49.64 Unrealized +201.3%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.1%
Value $44.77M Shares 89,073 Est. Cost $164.85 Unrealized +201.8%
GS GOLDMAN SACHS GROUP INC 3.0%
Value $43.98M Shares 50,031 Est. Cost $254.95 Unrealized +219.0%
ABBV ABBVIE INC 2.9%
Value $41.58M Shares 181,982 Est. Cost $82.36 Unrealized +176.3%
AVGO BROADCOM INC 2.8%
Value $40.39M Shares 116,699 Est. Cost $147.96 Unrealized +141.3%
RTX RTX CORPORATION 2.7%
Value $39.76M Shares 216,818 Est. Cost $56.24 Unrealized +208.2%
IBM IBM CORPORATION 2.6%
Value $38.12M Shares 128,675 Est. Cost $117.82 Unrealized +153.6%
LHX L3 HARRIS TECHNOLOGIES INC 2.4%
Value $34.52M Shares 117,586 Est. Cost $182.24 Unrealized +58.3%
ABT ABBOTT LABS INC 2.2%
Value $31.95M Shares 254,978 Est. Cost $51.00 Unrealized +149.6%
BWXT BWX TECHNOLOGIES INC 2.1%
Value $29.96M Shares 173,319 Est. Cost $63.66 Unrealized +194.4%
ROK ROCKWELL AUTOMATION INC 2.0%
Value $28.38M Shares 72,944 Est. Cost $296.28 Unrealized +26.6%
IQV IQVIA HOLDINGS INC 1.8%
Value $25.64M Shares 113,769 Est. Cost $135.07 Unrealized +61.1%
PANW PALO ALTO NETWORKS INC. 1.7%
Value $24.41M Shares 132,544 Est. Cost $159.16 Unrealized +26.8%
AMZN AMAZON COM INC 1.5%
Value $21.98M Shares 95,245 Est. Cost $142.70 Unrealized +60.3%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value $21.04M Shares 107,842 Est. Cost $167.69 Unrealized +16.3%
UBER UBER TECHNOLOGIES INC 1.4%
Value $20.77M Shares 254,209 Est. Cost $72.93 Unrealized +23.5%
META META PLATFORMS INC 1.4%
Value $20.23M Shares 30,655 Est. Cost $208.57 Unrealized +220.0%
PGC PEAPACK-GLADSTONE FINL CORP 1.3%
Value $19.09M Shares 685,605 Est. Cost $26.98 Unrealized +0.7%
NEM NEWMONT CORP 1.3%
Value $18.3M Shares 183,279 Est. Cost $41.16 Unrealized +119.1%
GOOG ALPHABET INC CL C 1.2%
Value $17.43M Shares 55,556 Est. Cost $107.92 Unrealized +165.3%
DRS LEONARDO DRS INC 1.2%
Value $17.02M Shares 499,111 Est. Cost $13.71 Unrealized +168.8%
MGK VANGUARD WORLD FD 0.9%
Value $13.41M Shares 32,500 Est. Cost $185.39 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value $13.4M Shares 21,374 Est. Cost $413.88 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value $12.36M Shares 36,865 Est. Cost $157.53 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.8%
Value $11.73M Shares 72,121 Est. Cost $36.52 Unrealized +410.5%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value $10.88M Shares 329,403 Est. Cost $15.46 Unrealized
JPM JP MORGAN CHASE & CO 0.7%
Value $10.71M Shares 33,224 Est. Cost $104.53 Unrealized +196.1%
BAC BANK OF AMERICA CORP 0.7%
Value $10.24M Shares 186,214 Est. Cost $23.67 Unrealized +122.5%
DHI D R HORTON INC 0.6%
Value $9.167M Shares 63,649 Est. Cost $150.69 Unrealized +0.9%
AMGN AMGEN INC 0.6%
Value $8.873M Shares 27,108 Est. Cost $184.91 Unrealized +70.9%
VZ VERIZON COMMUNICATIONS 0.6%
Value $8.604M Shares 211,253 Est. Cost $31.42 Unrealized +28.8%
CRM SALESFORCE.COM 0.6%
Value $8.515M Shares 32,142 Est. Cost $241.71 Unrealized +2.7%
TJX TJX COMPANIES 0.6%
Value $8.133M Shares 52,948 Est. Cost $45.97 Unrealized +221.3%
ISRG INTUITIVE SURGICAL INC 0.5%
Value $7.335M Shares 12,952 Est. Cost $532.37 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.5%
Value $7.261M Shares 275,889 Est. Cost $24.65 Unrealized +1.8%
CDRE CADRE HLDGS INC 0.5%
Value $6.734M Shares 164,877 Est. Cost $28.41 Unrealized +45.9%
FCX FREEPORT MCMORAN INC 0.5%
Value $6.669M Shares 131,304 Est. Cost $47.25 Unrealized -8.3%
FANG DIAMONDBACK ENERGY INC 0.5%
Value $6.627M Shares 44,082 Est. Cost $99.01 Unrealized +48.5%
T AT&T INC 0.5%
Value $6.59M Shares 265,286 Est. Cost $18.56 Unrealized +36.2%
GABELLI EQUITY TR INC 0.5%
Value $6.574M Shares 1,065,494 Est. Cost $6.12 Unrealized
XOM EXXON MOBIL CORPORATION 0.5%
Value $6.556M Shares 54,480 Est. Cost $71.38 Unrealized +61.8%
SOLS SOLSTICE ADVANCED MATLS INC 0.4%
Value $6.503M Shares 133,862 Est. Cost $47.08 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.4%
Value $6.039M Shares 23,500 Est. Cost $180.78 Unrealized +32.5%
JNJ JOHNSON & JOHNSON 0.4%
Value $5.957M Shares 28,785 Est. Cost $114.55 Unrealized +72.0%
HLIT HARMONIC INC 0.4%
Value $5.748M Shares 581,175 Est. Cost $12.37 Unrealized -18.6%
V VISA INC CL A 0.4%
Value $5.746M Shares 16,383 Est. Cost $178.73 Unrealized +90.4%
MRK MERCK & CO INC 0.4%
Value $5.545M Shares 52,681 Est. Cost $67.99 Unrealized +37.1%
DUK DUKE ENERGY CORP 0.4%
Value $5.477M Shares 46,731 Est. Cost $87.39 Unrealized +39.1%
EMYB EMBASSY BANCORP INC 0.4%
Value $5.385M Shares 295,906 Est. Cost $15.66 Unrealized +12.4%
DGICA DONEGAL GROUP INC 0.3%
Value $4.948M Shares 247,650 Est. Cost $10.06 Unrealized +92.7%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $4.896M Shares 22,278 Est. Cost $131.31 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value $4.768M Shares 29,728 Est. Cost $84.72 Unrealized +81.3%
AI C3 AI INC 0.3%
Value $4.689M Shares 347,840 Est. Cost $20.88 Unrealized -23.6%
GHM GRAHAM CORP 0.3%
Value $4.627M Shares 72,032 Est. Cost $37.68 Unrealized +60.2%
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value $4.601M Shares 203,310 Est. Cost $19.64 Unrealized +10.8%
LLY ELI LILLY & CO 0.3%
Value $4.558M Shares 4,241 Est. Cost $75.09 Unrealized +1172.5%
IWB ISHARES TR 0.3%
Value $4.461M Shares 11,946 Est. Cost $296.95 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value $4.079M Shares 28,760 Est. Cost $126.16 Unrealized +14.8%
ITA ISHARES TR 0.3%
Value $3.858M Shares 17,968 Est. Cost $111.85 Unrealized
PKBK PARKE BANCORP INC 0.3%
Value $3.854M Shares 153,910 Est. Cost $10.25 Unrealized +118.1%
STAG STAG INDL INC 0.2%
Value $3.55M Shares 96,576 Est. Cost $31.37 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value $3.486M Shares 7,842 Est. Cost $359.98 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value $3.295M Shares 11,355 Est. Cost $196.96 Unrealized
B BARRICK GOLD CORP 0.2%
Value $3.252M Shares 74,680 Est. Cost $20.95 Unrealized +78.7%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value $2.906M Shares 63,443 Est. Cost $18.02 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value $2.874M Shares 15,417 Est. Cost $91.88 Unrealized
NKE NIKE INC 0.2%
Value $2.864M Shares 44,949 Est. Cost $72.83 Unrealized -10.9%
EQT EQT CORP 0.2%
Value $2.809M Shares 52,410 Est. Cost $49.55 Unrealized +13.3%
GE GE AEROSPACE 0.2%
Value $2.78M Shares 9,025 Est. Cost $65.59 Unrealized +358.6%
GSK GSK PLC 0.2%
Value $2.633M Shares 53,688 Est. Cost $29.90 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.2%
Value $2.621M Shares 66,400 Est. Cost $18.29 Unrealized +94.3%
CYRX CRYOPORT INC 0.2%
Value $2.526M Shares 263,173 Est. Cost $6.70 Unrealized +41.0%
MDT MEDTRONIC PLC 0.2%
Value $2.458M Shares 25,590 Est. Cost $73.36 Unrealized +32.4%
QCOM QUALCOMM INC 0.2%
Value $2.396M Shares 14,007 Est. Cost $87.01 Unrealized +96.3%
CI THE CIGNA GROUP 0.2%
Value $2.393M Shares 8,694 Est. Cost $180.11 Unrealized +55.0%
MUB ISHARES TR 0.1%
Value $2.173M Shares 20,289 Est. Cost $112.67 Unrealized
IJH ISHARES TR 0.1%
Value $2.151M Shares 32,590 Est. Cost $92.09 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value $2.108M Shares 3,680 Est. Cost $141.53 Unrealized +292.5%
BIRK BIRKENSTOCK HOLDING PLC 0.1%
Value $2.045M Shares 50,000 Est. Cost $42.35 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value $2.002M Shares 2,923 Est. Cost $342.64 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $1.989M Shares 10,250 Est. Cost $187.99 Unrealized +0.8%
CVX CHEVRON CORPORATION 0.1%
Value $1.983M Shares 13,009 Est. Cost $116.25 Unrealized +30.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $1.864M Shares 2,415 Est. Cost $861.14 Unrealized -21.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.823M Shares 10,255 Est. Cost $46.44 Unrealized +289.8%
AVDV AMERICAN CENTY ETF TR 0.1%
Value $1.783M Shares 18,977 Est. Cost $57.85 Unrealized
AMLP ALPS ETF TR 0.1%
Value $1.773M Shares 37,711 Est. Cost $34.73 Unrealized
IEFA ISHARES TR 0.1%
Value $1.722M Shares 19,249 Est. Cost $64.97 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value $1.706M Shares 6,926 Est. Cost $177.98 Unrealized +39.1%
GEV GE VERNOVA INC 0.1%
Value $1.686M Shares 2,579 Est. Cost $189.43 Unrealized +221.5%
EGO ELDORADO GOLD CORP NEW 0.1%
Value $1.682M Shares 46,813 Est. Cost $10.59 Unrealized +182.7%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value $1.681M Shares 8,052 Est. Cost $103.38 Unrealized +86.5%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value $1.628M Shares 68,829 Est. Cost $8.10 Unrealized
TSLA TESLA INC 0.1%
Value $1.556M Shares 3,461 Est. Cost $283.05 Unrealized +56.6%
UNP UNION PAC CORP 0.1%
Value $1.548M Shares 6,691 Est. Cost $137.61 Unrealized +65.2%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value $1.543M Shares 2,263 Est. Cost $334.46 Unrealized
C CITIGROUP INC 0.1%
Value $1.532M Shares 13,128 Est. Cost $61.67 Unrealized +68.1%
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value $1.478M Shares 21,620 Est. Cost $67.18 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $1.425M Shares 26,425 Est. Cost $42.81 Unrealized +11.0%
BTU PEABODY ENERGY CORP 0.1%
Value $1.356M Shares 45,652 Est. Cost $25.35 Unrealized +15.8%
IWR ISHARES TR 0.1%
Value $1.339M Shares 13,913 Est. Cost $75.51 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $1.33M Shares 3,595 Est. Cost $98.41 Unrealized +262.7%
ED CONSOLIDATED EDISON INC 0.1%
Value $1.316M Shares 13,246 Est. Cost $73.74 Unrealized +34.0%
VHT VANGUARD WORLD FD 0.1%
Value $1.262M Shares 4,383 Est. Cost $195.21 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $1.259M Shares 5,880 Est. Cost $151.94 Unrealized +47.8%
KO COCA COLA CO 0.1%
Value $1.258M Shares 17,992 Est. Cost $53.67 Unrealized +29.3%
SO SOUTHERN CO 0.1%
Value $1.249M Shares 14,320 Est. Cost $42.86 Unrealized +112.1%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value $1.245M Shares 32,464 Est. Cost $40.36 Unrealized -2.5%
IWM ISHARES TR 0.1%
Value $1.223M Shares 4,968 Est. Cost $196.70 Unrealized
INTC INTEL CORP 0.1%
Value $1.202M Shares 32,569 Est. Cost $36.29 Unrealized +4.1%
ORCL ORACLE CORP 0.1%
Value $1.07M Shares 5,490 Est. Cost $118.60 Unrealized +100.7%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $1.067M Shares 3,696 Est. Cost $137.11 Unrealized +110.5%
CCNE CNB FINL CORP PA 0.1%
Value $1.039M Shares 39,704 Est. Cost $24.40 Unrealized +3.5%
SCCO SOUTHERN COPPER CORP 0.1%
Value $1.018M Shares 7,095 Est. Cost $82.60 Unrealized +60.7%
MO ALTRIA GROUP INC 0.1%
Value $999K Shares 17,324 Est. Cost $32.67 Unrealized +81.7%
AUR AURORA INNOVATION INC 0.1%
Value $979K Shares 255,000 Est. Cost $4.79 Unrealized -4.4%
ILMN ILLUMINA INC 0.1%
Value $957K Shares 7,300 Est. Cost $189.02 Unrealized -37.9%
PFE PFIZER INC 0.1%
Value $953K Shares 38,290 Est. Cost $25.45 Unrealized -1.6%
DE DEERE & CO. 0.1%
Value $914K Shares 1,963 Est. Cost $172.41 Unrealized +171.3%
EMR EMERSON ELECTRIC 0.1%
Value $914K Shares 6,890 Est. Cost $54.85 Unrealized +141.3%
VVV VALVOLINE INC 0.1%
Value $883K Shares 30,390 Est. Cost $30.25 Unrealized +6.1%
DVN DEVON ENERGY CORPORATION 0.1%
Value $862K Shares 23,535 Est. Cost $37.05 Unrealized -6.3%
PG PROCTER & GAMBLE COMPANY 0.1%
Value $814K Shares 5,680 Est. Cost $67.29 Unrealized +118.7%
SLB SLB LIMITED 0.1%
Value $794K Shares 20,682 Est. Cost $36.06 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $790K Shares 12,400 Est. Cost $50.43 Unrealized +21.7%
HDV ISHARES TR 0.1%
Value $780K Shares 6,417 Est. Cost $81.35 Unrealized
HSY HERSHEY CO 0.1%
Value $750K Shares 4,119 Est. Cost $117.69 Unrealized +54.7%
LDOS LEIDOS HOLDINGS INC 0.1%
Value $741K Shares 4,110 Est. Cost $136.45 Unrealized +38.6%
AVIV AMERICAN CENTY ETF TR 0.1%
Value $731K Shares 10,261 Est. Cost $67.44 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $707K Shares 2,708 Est. Cost $195.68 Unrealized +28.9%
CXM SPRINKLR INC 0.0%
Value $701K Shares 90,150 Est. Cost $8.43 Unrealized -9.8%
PRGO PERRIGO CO PLC 0.0%
Value $698K Shares 50,109 Est. Cost $39.06 Unrealized -57.3%
HWM HOWMET AEROSPACE INC 0.0%
Value $698K Shares 3,405 Est. Cost $134.95 Unrealized +47.5%
STBA S&T BANCORP INC 0.0%
Value $678K Shares 17,225 Est. Cost $30.98 Unrealized +24.6%
AEM AGNICO EAGLES MINES LTD 0.0%
Value $678K Shares 4,001 Est. Cost $48.72 Unrealized +244.5%
IJR ISHARES TR 0.0%
Value $676K Shares 5,624 Est. Cost $95.18 Unrealized
IEMG ISHARES INC 0.0%
Value $665K Shares 9,888 Est. Cost $52.91 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $661K Shares 2,175 Est. Cost $266.28 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $638K Shares 5,500 Est. Cost $63.85 Unrealized +73.1%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $619K Shares 1,965 Est. Cost $95.36 Unrealized +215.2%
SHEL SHELL PLC 0.0%
Value $614K Shares 8,350 Est. Cost $54.69 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value $614K Shares 9,858 Est. Cost $47.69 Unrealized +29.9%
ACWX ISHARES TR 0.0%
Value $612K Shares 9,115 Est. Cost $57.49 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value $601K Shares 41,700 Est. Cost $15.64 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $582K Shares 11,731 Est. Cost $36.28 Unrealized
CMI CUMMINS INC 0.0%
Value $577K Shares 1,130 Est. Cost $143.13 Unrealized +225.8%
GILD GILEAD SCIENCES INC 0.0%
Value $570K Shares 4,646 Est. Cost $116.83 Unrealized +3.5%
ZTS ZOETIS INC 0.0%
Value $569K Shares 4,521 Est. Cost $125.36 Unrealized +3.9%
RIO RIO TINTO PLC 0.0%
Value $569K Shares 7,115 Est. Cost $69.66 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value $561K Shares 7,283 Est. Cost $36.91 Unrealized +100.0%
QQQ INVESCO QQQ TR 0.0%
Value $552K Shares 899 Est. Cost $311.82 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $545K Shares 632 Est. Cost $391.84 Unrealized +131.1%
PPL PPL CORPORATION 0.0%
Value $527K Shares 15,058 Est. Cost $23.06 Unrealized +55.4%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $518K Shares 2,015 Est. Cost $198.47 Unrealized +33.4%
CNQ CANADIAN NAT RES LTD 0.0%
Value $507K Shares 14,992 Est. Cost $32.17 Unrealized +0.8%
CL COLGATE-PALMOLIVE 0.0%
Value $501K Shares 6,344 Est. Cost $71.26 Unrealized +9.9%
TDW TIDEWATER INC NEW 0.0%
Value $497K Shares 9,840 Est. Cost $44.86 Unrealized +17.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $491K Shares 9,129 Est. Cost $39.55 Unrealized +44.3%
MCD MCDONALDS CORP 0.0%
Value $482K Shares 1,576 Est. Cost $170.40 Unrealized +79.0%
QUAL ISHARES TR 0.0%
Value $468K Shares 2,356 Est. Cost $133.04 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value $466K Shares 2,205 Est. Cost $182.56 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $459K Shares 4,996 Est. Cost $68.38 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $458K Shares 3,976 Est. Cost $112.82 Unrealized +4.3%
CME CME GROUP INC 0.0%
Value $452K Shares 1,655 Est. Cost $203.06 Unrealized +33.3%
XYL XYLEM INC 0.0%
Value $450K Shares 3,306 Est. Cost $88.01 Unrealized +63.1%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $437K Shares 17,921 Est. Cost $37.29 Unrealized -38.0%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value $433K Shares 21,000 Est. Cost $14.76 Unrealized
AFL AFLAC INC 0.0%
Value $430K Shares 3,900 Est. Cost $56.72 Unrealized +93.7%
DBMF LITMAN GREGORY FDS TR 0.0%
Value $424K Shares 15,100 Est. Cost $28.08 Unrealized
HANCOCK JOHN INVT TR II 0.0%
Value $421K Shares 30,813 Est. Cost $17.02 Unrealized
FRO FRONTLINE PLC 0.0%
Value $417K Shares 19,098 Est. Cost $13.81 Unrealized +69.3%
PEP PEPSICO INC 0.0%
Value $411K Shares 2,862 Est. Cost $98.61 Unrealized +48.0%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value $406K Shares 16,675 Est. Cost $21.90 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $401K Shares 2,475 Est. Cost $173.58 Unrealized 0.0%
RKLB ROCKET LAB CORP 0.0%
Value $401K Shares 5,750 Est. Cost $24.48 Unrealized +134.2%
CMCSA COMCAST CORP NEW 0.0%
Value $392K Shares 13,104 Est. Cost $40.67 Unrealized -29.8%
AZO AUTOZONE INC 0.0%
Value $390K Shares 115 Est. Cost $1982.70 Unrealized +90.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value $389K Shares 1,449 Est. Cost $322.76 Unrealized -21.3%
BKR BAKER HUGHES COMPANY 0.0%
Value $389K Shares 8,545 Est. Cost $47.34 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $383K Shares 1,084 Est. Cost $140.32 Unrealized +158.8%
NVO NOVO-NORDISK A S SPONS ADR 0.0%
Value $382K Shares 7,500 Est. Cost $80.13 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value $381K Shares 23,500 Est. Cost $7.99 Unrealized +44.9%
MU MICRON TECHNOLOGY INC 0.0%
Value $381K Shares 1,335 Est. Cost $229.35 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value $374K Shares 1,700 Est. Cost $124.32 Unrealized +71.0%
SPGI S&P GLOBAL INC 0.0%
Value $372K Shares 711 Est. Cost $270.48 Unrealized +82.7%
NVS NOVARTIS AG 0.0%
Value $372K Shares 2,700 Est. Cost $86.08 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $366K Shares 13,002 Est. Cost $10.48 Unrealized +147.9%
NEE NEXTERA ENERGY INC 0.0%
Value $363K Shares 4,527 Est. Cost $72.40 Unrealized +14.0%
SDY SPDR SER TR 0.0%
Value $359K Shares 2,580 Est. Cost $124.57 Unrealized
XME SPDR SERIES TRUST 0.0%
Value $354K Shares 3,416 Est. Cost $103.63 Unrealized
LOW LOWES COS INC COM 0.0%
Value $350K Shares 1,450 Est. Cost $116.03 Unrealized +106.7%
ETN EATON CORP PLC 0.0%
Value $348K Shares 1,094 Est. Cost $127.70 Unrealized +177.5%
ITT ITT INC 0.0%
Value $347K Shares 2,000 Est. Cost $77.46 Unrealized +131.3%
DGRO ISHARES TR 0.0%
Value $343K Shares 4,935 Est. Cost $52.84 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $343K Shares 3,929 Est. Cost $63.45 Unrealized +40.7%
BA BOEING COMPANY 0.0%
Value $340K Shares 1,567 Est. Cost $223.28 Unrealized -7.9%
DGRW WISDOMTREE TR 0.0%
Value $336K Shares 3,757 Est. Cost $77.51 Unrealized
AMT AMERICAN TOWER CORP REIT 0.0%
Value $334K Shares 1,903 Est. Cost $184.57 Unrealized -2.3%
CZNC CITIZENS & NORTHN CORP 0.0%
Value $333K Shares 16,499 Est. Cost $17.64 Unrealized +11.1%
DVY ISHARES TR 0.0%
Value $329K Shares 2,333 Est. Cost $117.62 Unrealized
CSX CSX CORPORATION 0.0%
Value $326K Shares 9,000 Est. Cost $24.16 Unrealized +47.8%
DKNG DRAFTKINGS INC 0.0%
Value $324K Shares 9,400 Est. Cost $26.87 Unrealized +22.4%
BX BLACKSTONE INC 0.0%
Value $324K Shares 2,103 Est. Cost $99.31 Unrealized +52.5%
RPM RPM INTL INC 0.0%
Value $312K Shares 3,000 Est. Cost $90.91 Unrealized +19.1%
RSG REPUBLIC SVCS INC 0.0%
Value $305K Shares 1,440 Est. Cost $138.49 Unrealized +54.9%
ADBE ADOBE INC 0.0%
Value $303K Shares 867 Est. Cost $432.05 Unrealized -21.3%
MPLX MPLX LP 0.0%
Value $300K Shares 5,620 Est. Cost $41.64 Unrealized
IWF ISHARES TR 0.0%
Value $292K Shares 616 Est. Cost $337.66 Unrealized
FTNT FORTINET INC 0.0%
Value $290K Shares 3,650 Est. Cost $56.85 Unrealized +45.9%
IRM IRON MTN INC DEL 0.0%
Value $290K Shares 3,500 Est. Cost $56.32 Unrealized +64.7%
ADI ANALOG DEVICES INC 0.0%
Value $289K Shares 1,066 Est. Cost $180.65 Unrealized +38.7%
APD AIR PRODS & CHEMS INC 0.0%
Value $288K Shares 1,165 Est. Cost $226.54 Unrealized +11.1%
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value $284K Shares 1,108 Est. Cost $173.43 Unrealized +43.8%
HD HOME DEPOT INC 0.0%
Value $272K Shares 791 Est. Cost $137.14 Unrealized +165.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $271K Shares 820 Est. Cost $407.22 Unrealized -17.2%
SOXX ISHARES TR 0.0%
Value $271K Shares 899 Est. Cost $239.15 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $270K Shares 550 Est. Cost $299.70 Unrealized +58.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $270K Shares 3,366 Est. Cost $57.28 Unrealized +41.5%
VLO VALERO ENERGY CORP 0.0%
Value $268K Shares 1,644 Est. Cost $117.49 Unrealized +43.7%
DLTR DOLLAR TREE INC 0.0%
Value $261K Shares 2,120 Est. Cost $86.31 Unrealized +24.1%
LQDA LIQUIDIA CORPORATION 0.0%
Value $259K Shares 7,500 Est. Cost $28.47 Unrealized 0.0%
WPC WP CAREY INC REIT 0.0%
Value $257K Shares 4,000 Est. Cost $75.32 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $253K Shares 1,765 Est. Cost $121.25 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $252K Shares 7,500 Est. Cost $41.38 Unrealized -18.3%
PNR PENTAIR PLC 0.0%
Value $250K Shares 2,399 Est. Cost $84.45 Unrealized +26.4%
IWP ISHARES TR 0.0%
Value $250K Shares 1,826 Est. Cost $113.91 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $248K Shares 1,297 Est. Cost $123.58 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value $247K Shares 15,000 Est. Cost $7.85 Unrealized +102.4%
NVT NVENT ELECTRIC PLC 0.0%
Value $245K Shares 2,399 Est. Cost $86.47 Unrealized +19.8%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $244K Shares 2,000 Est. Cost $109.00 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $237K Shares 783 Est. Cost $277.14 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $237K Shares 315 Est. Cost $663.46 Unrealized
TLT ISHARES TR 0.0%
Value $223K Shares 2,559 Est. Cost $87.14 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $215K Shares 377 Est. Cost $558.95 Unrealized 0.0%
L LOEWS CORP 0.0%
Value $211K Shares 2,000 Est. Cost $94.44 Unrealized +9.3%
BBH VANECK ETF TRUST 0.0%
Value $208K Shares 1,100 Est. Cost $189.09 Unrealized
PPG PPG INDS INC 0.0%
Value $205K Shares 2,000 Est. Cost $92.48 Unrealized +8.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $203K Shares 1,000 Est. Cost $185.56 Unrealized 0.0%
IXN ISHARES TR 0.0%
Value $202K Shares 1,920 Est. Cost $105.21 Unrealized
EWJ ISHARES TR 0.0%
Value $202K Shares 2,500 Est. Cost $80.40 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value $202K Shares 16,957 Est. Cost $1013.33 Unrealized
D DOMINION ENERGY INC 0.0%
Value $201K Shares 3,425 Est. Cost $58.31 Unrealized +2.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $191K Shares 11,000 Est. Cost $15.53 Unrealized +4.9%
PRMB PRIMO WATER CORP 0.0%
Value $164K Shares 10,000 Est. Cost $28.07 Unrealized -34.2%
EC ECOPETROL S A 0.0%
Value $142K Shares 14,200 Est. Cost $9.23 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value $113K Shares 35,000 Est. Cost $9.56 Unrealized -53.6%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value $112K Shares 43,200 Est. Cost $2.73 Unrealized -7.0%
CVRX CVRX INC 0.0%
Value $107K Shares 15,000 Est. Cost $6.90 Unrealized +32.3%
BIVI BIOVIE INC 0.0%
Value $87,000 Shares 75,010 Est. Cost $4.05 Unrealized -60.3%
MFS CHARTER INCOME TRUST 0.0%
Value $75,000 Shares 12,000 Est. Cost $8.17 Unrealized
POET POET TECHNOLOGIES INC 0.0%
Value $65,000 Shares 10,250 Est. Cost $5.65 Unrealized +12.2%
RC READY CAPITAL CORP 0.0%
Value $55,000 Shares 25,000 Est. Cost $3.88 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $54,000 Shares 13,115 Est. Cost $3.88 Unrealized 0.0%
MFS INTER INCOME TRUST 0.0%
Value $42,000 Shares 16,100 Est. Cost $4.54 Unrealized
CGEN COMPUGEN LTD 0.0%
Value $23,000 Shares 15,000 Est. Cost $7.86 Unrealized -78.9%