PHILADELPHIA TRUST CO Diversified Active

Location: Philadelphia, PA

CIK: 0001110806 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $1.417B

Holdings (265)

NVDA NVIDIA CORP 11.9%
Value $169M Shares 967,517 Est. Cost $91.85 Unrealized +103.2%
AAPL APPLE INC 4.6%
Value $64.86M Shares 255,554 Est. Cost $89.11 Unrealized +194.9%
GOOGL ALPHABET INC CL A 4.0%
Value $57.26M Shares 199,138 Est. Cost $106.73 Unrealized +202.9%
COHR COHERENT CORP 3.9%
Value $54.72M Shares 229,698 Est. Cost $49.64 Unrealized +329.7%
MSFT MICROSOFT CORP 3.1%
Value $43.62M Shares 117,837 Est. Cost $53.12 Unrealized +718.2%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.0%
Value $42.49M Shares 88,678 Est. Cost $164.85 Unrealized +199.3%
RTX RTX CORPORATION 2.9%
Value $41.61M Shares 215,721 Est. Cost $56.24 Unrealized +249.6%
GS GOLDMAN SACHS GROUP INC 2.9%
Value $40.58M Shares 47,972 Est. Cost $254.95 Unrealized +265.8%
LHX L3 HARRIS TECHNOLOGIES INC 2.9%
Value $40.45M Shares 117,197 Est. Cost $182.24 Unrealized +88.3%
ABBV ABBVIE INC 2.8%
Value $39.16M Shares 180,065 Est. Cost $82.36 Unrealized +170.2%
BWXT BWX TECHNOLOGIES INC 2.5%
Value $34.92M Shares 170,769 Est. Cost $63.66 Unrealized +218.9%
AVGO BROADCOM INC 2.4%
Value $34.48M Shares 111,396 Est. Cost $147.96 Unrealized +125.9%
IBM IBM CORPORATION 2.2%
Value $30.99M Shares 127,850 Est. Cost $117.82 Unrealized +141.0%
ROK ROCKWELL AUTOMATION INC 1.8%
Value $26.02M Shares 72,496 Est. Cost $296.28 Unrealized +38.5%
ABT ABBOTT LABS INC 1.8%
Value $25.78M Shares 251,113 Est. Cost $51.00 Unrealized +126.3%
HON HONEYWELL INTERNATIONAL INC 1.8%
Value $24.9M Shares 110,144 Est. Cost $168.91 Unrealized +33.8%
PGC PEAPACK-GLADSTONE FINL CORP 1.7%
Value $23.65M Shares 671,779 Est. Cost $26.98 Unrealized +16.9%
DRS LEONARDO DRS INC 1.6%
Value $22.16M Shares 497,821 Est. Cost $13.71 Unrealized +192.7%
PANW PALO ALTO NETWORKS INC. 1.5%
Value $20.94M Shares 130,609 Est. Cost $159.16 Unrealized +8.2%
SOLS SOLSTICE ADVANCED MATLS INC 1.5%
Value $20.55M Shares 269,865 Est. Cost $56.22 Unrealized +16.0%
AMZN AMAZON COM INC 1.4%
Value $20.11M Shares 96,552 Est. Cost $143.84 Unrealized +57.7%
IQV IQVIA HOLDINGS INC 1.4%
Value $19.3M Shares 113,186 Est. Cost $135.07 Unrealized +55.6%
UBER UBER TECHNOLOGIES INC 1.3%
Value $18.59M Shares 258,455 Est. Cost $73.03 Unrealized +7.8%
MPC MARATHON PETROLEUM CORPORATION 1.3%
Value $18.46M Shares 75,610 Est. Cost $43.35 Unrealized +326.0%
META META PLATFORMS INC 1.2%
Value $16.99M Shares 29,695 Est. Cost $208.57 Unrealized +214.3%
NEM NEWMONT CORP 1.2%
Value $16.92M Shares 156,299 Est. Cost $41.16 Unrealized +186.9%
GOOG ALPHABET INC CL C 1.1%
Value $15.68M Shares 54,656 Est. Cost $107.92 Unrealized +199.9%
VOO VANGUARD INDEX FDS 0.9%
Value $12.66M Shares 21,188 Est. Cost $413.88 Unrealized
MGK VANGUARD WORLD FD 0.8%
Value $11.94M Shares 32,500 Est. Cost $185.39 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value $11.79M Shares 36,765 Est. Cost $157.53 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.8%
Value $10.79M Shares 304,569 Est. Cost $15.46 Unrealized
FANG DIAMONDBACK ENERGY INC 0.8%
Value $10.71M Shares 54,157 Est. Cost $110.32 Unrealized +44.9%
AMGN AMGEN INC 0.7%
Value $10.5M Shares 29,844 Est. Cost $200.01 Unrealized +74.8%
XOM EXXON MOBIL CORPORATION 0.7%
Value $10.45M Shares 61,586 Est. Cost $79.15 Unrealized +75.3%
VZ VERIZON COMMUNICATIONS 0.7%
Value $10.16M Shares 202,338 Est. Cost $31.42 Unrealized +39.4%
FCX FREEPORT MCMORAN INC 0.7%
Value $9.846M Shares 167,511 Est. Cost $50.25 Unrealized +21.6%
DHI D R HORTON INC 0.7%
Value $9.801M Shares 71,426 Est. Cost $151.26 Unrealized +3.1%
JPM JP MORGAN CHASE & CO 0.7%
Value $9.766M Shares 33,199 Est. Cost $104.53 Unrealized +197.9%
CTRA COTERRA ENERGY INC 0.7%
Value $9.743M Shares 277,268 Est. Cost $24.65 Unrealized +14.9%
BAC BANK OF AMERICA CORP 0.7%
Value $9.352M Shares 191,826 Est. Cost $24.54 Unrealized +118.6%
TJX TJX COMPANIES 0.6%
Value $8.421M Shares 52,728 Est. Cost $45.97 Unrealized +235.5%
AMAT APPLIED MATLS INC 0.6%
Value $7.861M Shares 23,000 Est. Cost $180.78 Unrealized +80.6%
T AT&T INC 0.6%
Value $7.827M Shares 269,980 Est. Cost $18.69 Unrealized +37.8%
JNJ JOHNSON & JOHNSON 0.5%
Value $7.542M Shares 30,853 Est. Cost $122.14 Unrealized +86.6%
ISRG INTUITIVE SURGICAL INC 0.5%
Value $6.972M Shares 15,124 Est. Cost $530.74 Unrealized -1.8%
DUK DUKE ENERGY CORP 0.4%
Value $6.354M Shares 48,523 Est. Cost $88.62 Unrealized +36.4%
MRK MERCK & CO INC 0.4%
Value $6.305M Shares 52,416 Est. Cost $67.99 Unrealized +68.1%
EMYB EMBASSY BANCORP INC 0.4%
Value $5.732M Shares 295,906 Est. Cost $15.66 Unrealized +21.6%
GABELLI EQUITY TR INC 0.4%
Value $5.731M Shares 1,023,419 Est. Cost $6.12 Unrealized
GHM GRAHAM CORP 0.4%
Value $5.522M Shares 69,974 Est. Cost $37.68 Unrealized +101.1%
CRM SALESFORCE.COM 0.4%
Value $5.517M Shares 29,557 Est. Cost $241.71 Unrealized -10.7%
PM PHILIP MORRIS INTERNATIONAL 0.4%
Value $5.032M Shares 30,436 Est. Cost $86.84 Unrealized +102.6%
V VISA INC CL A 0.3%
Value $4.79M Shares 15,847 Est. Cost $178.73 Unrealized +84.2%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $4.705M Shares 21,878 Est. Cost $131.31 Unrealized
AMLP ALPS ETF TR 0.3%
Value $4.643M Shares 88,197 Est. Cost $44.98 Unrealized
CDRE CADRE HLDGS INC 0.3%
Value $4.599M Shares 149,901 Est. Cost $28.41 Unrealized +48.4%
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value $4.519M Shares 188,823 Est. Cost $19.64 Unrealized +25.1%
PKBK PARKE BANCORP INC 0.3%
Value $4.371M Shares 153,910 Est. Cost $10.25 Unrealized +164.1%
IWB ISHARES TR 0.3%
Value $4.259M Shares 11,946 Est. Cost $296.95 Unrealized
DGICA DONEGAL GROUP INC 0.3%
Value $4.048M Shares 235,600 Est. Cost $10.06 Unrealized +85.6%
HLIT HARMONIC INC 0.3%
Value $3.957M Shares 440,625 Est. Cost $12.37 Unrealized -17.9%
ITA ISHARES TR 0.3%
Value $3.957M Shares 18,090 Est. Cost $111.85 Unrealized
EQT EQT CORP 0.3%
Value $3.897M Shares 61,236 Est. Cost $50.38 Unrealized +9.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.3%
Value $3.702M Shares 28,098 Est. Cost $126.16 Unrealized +6.5%
LLY ELI LILLY & CO 0.3%
Value $3.549M Shares 3,859 Est. Cost $75.09 Unrealized +1294.4%
STAG STAG INDL INC 0.2%
Value $3.507M Shares 97,248 Est. Cost $31.37 Unrealized
NKE NIKE INC 0.2%
Value $3.5M Shares 66,270 Est. Cost $69.98 Unrealized -8.6%
VO VANGUARD INDEX FDS 0.2%
Value $3.261M Shares 11,355 Est. Cost $196.96 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value $3.197M Shares 7,842 Est. Cost $359.98 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.2%
Value $2.99M Shares 66,400 Est. Cost $18.29 Unrealized +170.7%
GSK GSK PLC 0.2%
Value $2.963M Shares 53,688 Est. Cost $29.90 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $2.939M Shares 14,203 Est. Cost $120.92 Unrealized +42.1%
CI THE CIGNA GROUP 0.2%
Value $2.779M Shares 10,417 Est. Cost $196.75 Unrealized +42.7%
ORCL ORACLE CORP 0.2%
Value $2.582M Shares 17,551 Est. Cost $153.66 Unrealized +10.4%
GE GE AEROSPACE 0.2%
Value $2.561M Shares 9,025 Est. Cost $65.59 Unrealized +385.1%
B BARRICK GOLD CORP 0.2%
Value $2.551M Shares 62,531 Est. Cost $20.95 Unrealized +130.6%
CAT CATERPILLAR INC DEL 0.2%
Value $2.409M Shares 3,400 Est. Cost $141.53 Unrealized +383.6%
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value $2.375M Shares 13,326 Est. Cost $91.88 Unrealized
GEV GE VERNOVA INC 0.2%
Value $2.257M Shares 2,586 Est. Cost $189.43 Unrealized +289.0%
MUB ISHARES TR 0.2%
Value $2.154M Shares 20,289 Est. Cost $112.67 Unrealized
AVIV AMERICAN CENTY ETF TR 0.1%
Value $2.123M Shares 28,370 Est. Cost $72.16 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $2.079M Shares 23,994 Est. Cost $73.36 Unrealized +35.7%
IJH ISHARES TR 0.1%
Value $2.058M Shares 30,475 Est. Cost $92.09 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value $1.89M Shares 18,923 Est. Cost $57.85 Unrealized
CYRX CRYOPORT INC 0.1%
Value $1.889M Shares 228,173 Est. Cost $6.70 Unrealized +42.7%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $1.866M Shares 2,415 Est. Cost $861.14 Unrealized -10.7%
ITW ILLINOIS TOOL WORKS 0.1%
Value $1.803M Shares 6,926 Est. Cost $177.98 Unrealized +53.5%
BIRK BIRKENSTOCK HOLDING PLC 0.1%
Value $1.792M Shares 50,000 Est. Cost $42.35 Unrealized -5.7%
UNP UNION PAC CORP 0.1%
Value $1.776M Shares 7,321 Est. Cost $146.71 Unrealized +65.9%
IEFA ISHARES TR 0.1%
Value $1.743M Shares 19,249 Est. Cost $64.97 Unrealized
IVV ISHARES TR 0.1%
Value $1.741M Shares 2,665 Est. Cost $342.64 Unrealized
DVN DEVON ENERGY CORPORATION 0.1%
Value $1.72M Shares 34,189 Est. Cost $38.04 Unrealized +5.8%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value $1.676M Shares 8,052 Est. Cost $103.38 Unrealized +117.6%
AI C3 AI INC 0.1%
Value $1.663M Shares 197,525 Est. Cost $20.88 Unrealized -42.3%
BDX BECTON DICKINSON & CO 0.1%
Value $1.572M Shares 10,000 Est. Cost $187.99 Unrealized -10.7%
QCOM QUALCOMM INC 0.1%
Value $1.565M Shares 12,151 Est. Cost $87.01 Unrealized +76.9%
INTC INTEL CORP 0.1%
Value $1.552M Shares 35,174 Est. Cost $37.04 Unrealized +25.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $1.542M Shares 25,425 Est. Cost $42.81 Unrealized +34.1%
BTU PEABODY ENERGY CORP 0.1%
Value $1.506M Shares 45,697 Est. Cost $25.35 Unrealized +37.1%
KO COCA COLA CO 0.1%
Value $1.481M Shares 19,469 Est. Cost $55.27 Unrealized +35.3%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value $1.468M Shares 2,258 Est. Cost $334.46 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $1.464M Shares 12,931 Est. Cost $73.74 Unrealized +42.9%
SO SOUTHERN CO 0.1%
Value $1.38M Shares 14,295 Est. Cost $42.86 Unrealized +108.9%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.368M Shares 9,355 Est. Cost $46.44 Unrealized +231.9%
IWR ISHARES TR 0.1%
Value $1.353M Shares 13,913 Est. Cost $75.51 Unrealized
C CITIGROUP INC 0.1%
Value $1.338M Shares 11,797 Est. Cost $61.67 Unrealized +88.4%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value $1.307M Shares 32,464 Est. Cost $40.36 Unrealized -3.9%
TSLA TESLA INC 0.1%
Value $1.287M Shares 3,461 Est. Cost $283.05 Unrealized +50.5%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $1.196M Shares 5,880 Est. Cost $151.94 Unrealized +45.9%
VHT VANGUARD WORLD FD 0.1%
Value $1.194M Shares 4,383 Est. Cost $195.21 Unrealized
SLB SLB LIMITED 0.1%
Value $1.193M Shares 23,212 Est. Cost $37.39 Unrealized +29.2%
IWM ISHARES TR 0.1%
Value $1.158M Shares 4,668 Est. Cost $196.70 Unrealized
CCNE CNB FINL CORP PA 0.1%
Value $1.148M Shares 39,640 Est. Cost $24.40 Unrealized +14.6%
MO ALTRIA GROUP INC 0.1%
Value $1.143M Shares 17,324 Est. Cost $32.67 Unrealized +93.0%
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value $1.141M Shares 21,620 Est. Cost $67.18 Unrealized
RIO RIO TINTO PLC 0.1%
Value $1.111M Shares 11,905 Est. Cost $79.18 Unrealized
DE DEERE & CO. 0.1%
Value $1.106M Shares 1,963 Est. Cost $172.41 Unrealized +219.8%
PFE PFIZER INC 0.1%
Value $1.075M Shares 38,290 Est. Cost $25.45 Unrealized +2.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $1.058M Shares 3,685 Est. Cost $137.11 Unrealized +117.5%
AUR AURORA INNOVATION INC 0.1%
Value $1.051M Shares 255,000 Est. Cost $4.79 Unrealized -6.5%
TDW TIDEWATER INC NEW 0.1%
Value $1.032M Shares 12,357 Est. Cost $48.77 Unrealized +31.3%
EGO ELDORADO GOLD CORP NEW 0.1%
Value $990K Shares 28,849 Est. Cost $10.59 Unrealized +302.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $971K Shares 7,411 Est. Cost $116.40 Unrealized +3.6%
VVV VALVOLINE INC 0.1%
Value $945K Shares 28,050 Est. Cost $30.25 Unrealized +14.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $936K Shares 3,095 Est. Cost $98.41 Unrealized +261.9%
EMR EMERSON ELECTRIC 0.1%
Value $903K Shares 6,890 Est. Cost $54.85 Unrealized +170.7%
HDV ISHARES TR 0.1%
Value $871K Shares 6,417 Est. Cost $81.35 Unrealized
HSY HERSHEY CO 0.1%
Value $856K Shares 4,119 Est. Cost $117.69 Unrealized +74.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value $831K Shares 4,828 Est. Cost $82.60 Unrealized +126.8%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $801K Shares 12,400 Est. Cost $50.43 Unrealized +50.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $798K Shares 2,361 Est. Cost $271.93 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $785K Shares 3,405 Est. Cost $134.95 Unrealized +67.9%
SHEL SHELL PLC 0.1%
Value $778K Shares 8,367 Est. Cost $54.69 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value $775K Shares 1,965 Est. Cost $95.36 Unrealized +266.3%
PG PROCTER & GAMBLE COMPANY 0.1%
Value $753K Shares 5,214 Est. Cost $67.29 Unrealized +125.6%
AEM AGNICO EAGLES MINES LTD 0.1%
Value $751K Shares 3,701 Est. Cost $48.72 Unrealized +322.9%
VRT VERTIV HOLDINGS CO 0.1%
Value $745K Shares 2,975 Est. Cost $178.00 Unrealized +12.3%
CNQ CANADIAN NAT RES LTD 0.1%
Value $731K Shares 14,992 Est. Cost $32.17 Unrealized +15.6%
STBA S&T BANCORP INC 0.1%
Value $721K Shares 17,225 Est. Cost $30.98 Unrealized +36.5%
IEMG ISHARES INC 0.0%
Value $690K Shares 9,888 Est. Cost $52.91 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $652K Shares 5,500 Est. Cost $63.85 Unrealized +88.2%
PEP PEPSICO INC 0.0%
Value $645K Shares 4,154 Est. Cost $116.07 Unrealized +33.3%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $639K Shares 4,110 Est. Cost $136.45 Unrealized +36.4%
EWJ ISHARES TR 0.0%
Value $633K Shares 7,500 Est. Cost $83.07 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $630K Shares 632 Est. Cost $391.84 Unrealized +146.0%
ACWX ISHARES TR 0.0%
Value $624K Shares 9,115 Est. Cost $57.49 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value $614K Shares 9,858 Est. Cost $47.69 Unrealized +37.2%
EWZ ISHARES TR 0.0%
Value $610K Shares 15,881 Est. Cost $38.41 Unrealized
CMI CUMMINS INC 0.0%
Value $608K Shares 1,130 Est. Cost $143.13 Unrealized +302.1%
BP BP PLC 0.0%
Value $593K Shares 12,612 Est. Cost $47.02 Unrealized
IJR ISHARES TR 0.0%
Value $572K Shares 4,605 Est. Cost $95.18 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value $559K Shares 19,658 Est. Cost $28.44 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value $557K Shares 7,175 Est. Cost $36.91 Unrealized +111.1%
BKR BAKER HUGHES COMPANY 0.0%
Value $549K Shares 8,993 Est. Cost $47.77 Unrealized +17.4%
PPL PPL CORPORATION 0.0%
Value $537K Shares 14,058 Est. Cost $23.06 Unrealized +57.1%
PRGO PERRIGO CO PLC 0.0%
Value $530K Shares 49,340 Est. Cost $39.06 Unrealized -62.8%
QQQ INVESCO QQQ TR 0.0%
Value $519K Shares 899 Est. Cost $311.82 Unrealized
ZTS ZOETIS INC 0.0%
Value $513K Shares 4,337 Est. Cost $125.36 Unrealized +0.5%
GILD GILEAD SCIENCES INC 0.0%
Value $513K Shares 3,684 Est. Cost $116.83 Unrealized +18.4%
FRO FRONTLINE PLC 0.0%
Value $495K Shares 14,199 Est. Cost $13.81 Unrealized +105.4%
AZN ASTRAZENECA PLC 0.0%
Value $493K Shares 2,498 Est. Cost $68.38 Unrealized
MCD MCDONALDS CORP 0.0%
Value $490K Shares 1,576 Est. Cost $170.40 Unrealized +86.2%
XME SPDR SERIES TRUST 0.0%
Value $488K Shares 4,521 Est. Cost $104.68 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $485K Shares 1,435 Est. Cost $240.34 Unrealized +61.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $485K Shares 8,413 Est. Cost $39.55 Unrealized +47.0%
IVLU ISHARES TR 0.0%
Value $476K Shares 12,000 Est. Cost $39.67 Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value $455K Shares 15,100 Est. Cost $28.08 Unrealized
QUAL ISHARES TR 0.0%
Value $452K Shares 2,356 Est. Cost $133.04 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value $436K Shares 21,000 Est. Cost $14.76 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value $436K Shares 23,500 Est. Cost $7.99 Unrealized +132.3%
CME CME GROUP INC 0.0%
Value $430K Shares 1,455 Est. Cost $203.06 Unrealized +42.5%
CL COLGATE-PALMOLIVE 0.0%
Value $429K Shares 5,029 Est. Cost $71.26 Unrealized +24.5%
AFL AFLAC INC 0.0%
Value $428K Shares 3,900 Est. Cost $56.72 Unrealized +96.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value $423K Shares 6,503 Est. Cost $45.43 Unrealized 0.0%
CXM SPRINKLR INC 0.0%
Value $421K Shares 70,150 Est. Cost $8.43 Unrealized -24.2%
CNR CORE NATURAL RESOURCES INC 0.0%
Value $418K Shares 3,989 Est. Cost $92.80 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value $412K Shares 2,700 Est. Cost $86.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $409K Shares 2,015 Est. Cost $198.47 Unrealized +21.3%
ILMN ILLUMINA INC 0.0%
Value $407K Shares 3,306 Est. Cost $189.02 Unrealized -28.4%
VLO VALERO ENERGY CORP 0.0%
Value $406K Shares 1,644 Est. Cost $117.49 Unrealized +61.8%
XYL XYLEM INC 0.0%
Value $404K Shares 3,377 Est. Cost $89.03 Unrealized +53.3%
AA ALCOA CORP 0.0%
Value $404K Shares 6,092 Est. Cost $61.09 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value $403K Shares 1,353 Est. Cost $367.10 Unrealized 0.0%
HANCOCK JOHN INVT TR II 0.0%
Value $398K Shares 30,813 Est. Cost $17.02 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value $396K Shares 27,820 Est. Cost $15.64 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $391K Shares 1,700 Est. Cost $124.32 Unrealized +81.8%
ETN EATON CORP PLC 0.0%
Value $391K Shares 1,094 Est. Cost $127.70 Unrealized +176.9%
AZO AUTOZONE INC 0.0%
Value $388K Shares 115 Est. Cost $1982.70 Unrealized +82.8%
ITT ITT INC 0.0%
Value $381K Shares 2,000 Est. Cost $77.46 Unrealized +145.9%
SDY SPDR SER TR 0.0%
Value $377K Shares 2,580 Est. Cost $124.57 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $377K Shares 12,358 Est. Cost $10.48 Unrealized +222.4%
CSX CSX CORPORATION 0.0%
Value $369K Shares 9,000 Est. Cost $24.16 Unrealized +59.5%
CZNC CITIZENS & NORTHN CORP 0.0%
Value $369K Shares 16,499 Est. Cost $17.64 Unrealized +25.2%
NEE NEXTERA ENERGY INC 0.0%
Value $360K Shares 3,877 Est. Cost $72.40 Unrealized +20.4%
IRM IRON MTN INC DEL 0.0%
Value $357K Shares 3,500 Est. Cost $56.32 Unrealized +47.8%
VDC VANGUARD WORLD FDS 0.0%
Value $351K Shares 1,565 Est. Cost $182.56 Unrealized
DGRO ISHARES TR 0.0%
Value $346K Shares 4,935 Est. Cost $52.84 Unrealized
LOW LOWES COS INC COM 0.0%
Value $343K Shares 1,450 Est. Cost $116.03 Unrealized +134.0%
ADI ANALOG DEVICES INC 0.0%
Value $339K Shares 1,066 Est. Cost $180.65 Unrealized +75.0%
APD AIR PRODS & CHEMS INC 0.0%
Value $338K Shares 1,165 Est. Cost $226.54 Unrealized +19.8%
DGRW WISDOMTREE TR 0.0%
Value $330K Shares 3,757 Est. Cost $77.51 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $326K Shares 11,364 Est. Cost $40.67 Unrealized -26.7%
RKLB ROCKET LAB CORP 0.0%
Value $321K Shares 5,000 Est. Cost $24.48 Unrealized +223.9%
MPLX MPLX LP 0.0%
Value $321K Shares 5,620 Est. Cost $41.64 Unrealized
HECA ETF OPPORTUNITIES TRUST 0.0%
Value $320K Shares 11,092 Est. Cost $28.85 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $315K Shares 1,440 Est. Cost $138.49 Unrealized +56.4%
BA BOEING COMPANY 0.0%
Value $312K Shares 1,567 Est. Cost $223.28 Unrealized +6.8%
NFLX NETFLIX INC 0.0%
Value $311K Shares 3,230 Est. Cost $83.84 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value $308K Shares 2,033 Est. Cost $117.62 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $303K Shares 1,084 Est. Cost $140.32 Unrealized +114.6%
SPGI S&P GLOBAL INC 0.0%
Value $302K Shares 711 Est. Cost $270.48 Unrealized +79.4%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $301K Shares 17,064 Est. Cost $37.29 Unrealized -38.7%
RPM RPM INTL INC 0.0%
Value $298K Shares 3,000 Est. Cost $90.91 Unrealized +23.4%
FTNT FORTINET INC 0.0%
Value $298K Shares 3,650 Est. Cost $56.85 Unrealized +40.7%
SOXX ISHARES TR 0.0%
Value $295K Shares 899 Est. Cost $239.15 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $294K Shares 3,818 Est. Cost $63.45 Unrealized +41.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value $287K Shares 1,449 Est. Cost $322.76 Unrealized -21.5%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value $285K Shares 16,675 Est. Cost $21.90 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value $284K Shares 2,399 Est. Cost $86.47 Unrealized +29.9%
LQDA LIQUIDIA CORPORATION 0.0%
Value $283K Shares 7,500 Est. Cost $28.47 Unrealized +33.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $282K Shares 1,000 Est. Cost $185.56 Unrealized +23.0%
NVO NOVO-NORDISK A S SPONS ADR 0.0%
Value $277K Shares 7,550 Est. Cost $80.13 Unrealized
WPC WP CAREY INC REIT 0.0%
Value $272K Shares 4,000 Est. Cost $75.32 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $272K Shares 3,366 Est. Cost $57.28 Unrealized +42.3%
IWF ISHARES TR 0.0%
Value $263K Shares 616 Est. Cost $337.66 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $261K Shares 1,765 Est. Cost $121.25 Unrealized
HD HOME DEPOT INC 0.0%
Value $260K Shares 791 Est. Cost $137.14 Unrealized +174.9%
FIGR FIGURE TECHNOLOGY SOLUTIO 0.0%
Value $260K Shares 7,655 Est. Cost $49.37 Unrealized 0.0%
AMT AMERICAN TOWER CORP REIT 0.0%
Value $259K Shares 1,503 Est. Cost $184.57 Unrealized -5.3%
VTV VANGUARD INDEX FDS 0.0%
Value $254K Shares 1,297 Est. Cost $123.58 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value $246K Shares 35,000 Est. Cost $9.56 Unrealized -60.2%
AMP AMERIPRISE FINL INC 0.0%
Value $244K Shares 550 Est. Cost $299.70 Unrealized +66.9%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value $240K Shares 15,000 Est. Cost $7.85 Unrealized +113.6%
ASML ASML HLDG NV 0.0%
Value $238K Shares 180 Est. Cost $1322.22 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $237K Shares 783 Est. Cost $277.14 Unrealized
EC ECOPETROL S A 0.0%
Value $236K Shares 15,758 Est. Cost $9.79 Unrealized
IWP ISHARES TR 0.0%
Value $234K Shares 1,826 Est. Cost $113.91 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $231K Shares 339 Est. Cost $650.76 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value $230K Shares 2,000 Est. Cost $99.31 Unrealized +41.9%
TTEK TETRA TECH INC NEW 0.0%
Value $226K Shares 7,500 Est. Cost $41.38 Unrealized -10.8%
FSLR FIRST SOLAR INC 0.0%
Value $220K Shares 1,114 Est. Cost $195.68 Unrealized +21.2%
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value $219K Shares 1,108 Est. Cost $173.43 Unrealized +29.7%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $219K Shares 2,000 Est. Cost $109.00 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $218K Shares 312 Est. Cost $663.46 Unrealized
PPG PPG INDS INC 0.0%
Value $214K Shares 2,000 Est. Cost $92.48 Unrealized +26.4%
L LOEWS CORP 0.0%
Value $213K Shares 2,000 Est. Cost $94.44 Unrealized +12.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $213K Shares 2,932 Est. Cost $65.64 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $211K Shares 867 Est. Cost $432.05 Unrealized -32.9%
FFIV F5 INC 0.0%
Value $210K Shares 725 Est. Cost $272.46 Unrealized 0.0%
PNR PENTAIR PLC 0.0%
Value $209K Shares 2,399 Est. Cost $84.45 Unrealized +21.5%
BBH VANECK ETF TRUST 0.0%
Value $207K Shares 1,100 Est. Cost $189.09 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $204K Shares 4,440 Est. Cost $45.95 Unrealized
DKNG DRAFTKINGS INC 0.0%
Value $203K Shares 9,400 Est. Cost $26.87 Unrealized +7.7%
DLN WISDOMTREE TR 0.0%
Value $201K Shares 2,248 Est. Cost $89.41 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value $196K Shares 16,957 Est. Cost $1013.33 Unrealized
PRMB PRIMO WATER CORP 0.0%
Value $188K Shares 10,000 Est. Cost $28.07 Unrealized -33.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $172K Shares 11,000 Est. Cost $15.53 Unrealized +15.2%
CVRX CVRX INC 0.0%
Value $142K Shares 15,000 Est. Cost $6.90 Unrealized -3.4%
BIVI BIOVIE INC 0.0%
Value $105K Shares 75,010 Est. Cost $4.05 Unrealized -69.6%
RIG TRANSOCEAN LTD 0.0%
Value $87,000 Shares 13,115 Est. Cost $3.88 Unrealized +33.0%
MFS CHARTER INCOME TRUST 0.0%
Value $73,000 Shares 12,000 Est. Cost $8.17 Unrealized
POET POET TECHNOLOGIES INC 0.0%
Value $61,000 Shares 10,350 Est. Cost $5.65 Unrealized +16.0%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value $45,000 Shares 17,250 Est. Cost $2.73 Unrealized +2.0%
MFS INTER INCOME TRUST 0.0%
Value $40,000 Shares 16,100 Est. Cost $4.54 Unrealized
CGEN COMPUGEN LTD 0.0%
Value $32,000 Shares 15,000 Est. Cost $7.86 Unrealized -76.7%