Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 4, 2020

Total Value ($000): $113,611 (100.0% shares, 0.0% debt)

Holdings (235)

PYPL PAYPAL HLDGS INC 8.1%
Value ($000) $9,254 Shares 46,968 Est. Cost $83.10 Unrealized +126.1%
AMZN AMAZON COM INC 7.0%
Value ($000) $7,947 Shares 2,524 Est. Cost $90.98 Unrealized +73.3%
ARTNA ARTESIAN RES CORP 5.5%
Value ($000) $6,269 Shares 181,880 Est. Cost $29.35 Unrealized +2.7%
JNJ JOHNSON & JOHNSON 5.1%
Value ($000) $5,770 Shares 38,754 Est. Cost $114.32 Unrealized +11.1%
MSFT MICROSOFT CORP 5.0%
Value ($000) $5,679 Shares 26,999 Est. Cost $100.00 Unrealized +100.7%
MRK MERCK & CO. INC 4.7%
Value ($000) $5,340 Shares 64,374 Est. Cost $57.81 Unrealized +14.0%
META FACEBOOK INC 4.3%
Value ($000) $4,937 Shares 18,851 Est. Cost $148.76 Unrealized +72.2%
PEP PEPSICO INC 4.2%
Value ($000) $4,736 Shares 34,170 Est. Cost $93.33 Unrealized +23.4%
PPL PPL CORP 3.2%
Value ($000) $3,670 Shares 138,185 Est. Cost $22.01 Unrealized -1.5%
AAPL APPLE INC 3.2%
Value ($000) $3,651 Shares 31,525 Est. Cost $90.63 Unrealized +16.9%
CVGW CALAVO GROWERS INC 3.2%
Value ($000) $3,588 Shares 54,140 Est. Cost $53.07 Unrealized +4.7%
BJ BJS WHSL CLUB HLDGS INC 3.0%
Value ($000) $3,377 Shares 81,285 Est. Cost $34.28 Unrealized +20.6%
VZ VERIZON COMMUNICATIONS INC 2.9%
Value ($000) $3,319 Shares 55,786 Est. Cost $38.88 Unrealized +9.5%
GOOG ALPHABET INC 2.8%
Value ($000) $3,220 Shares 2,191 Est. Cost $60.82 Unrealized +24.5%
BSX BOSTON SCIENTIFIC CORP 2.6%
Value ($000) $3,003 Shares 78,611 Est. Cost $36.59 Unrealized +5.3%
CMCSA COMCAST CORP NEW 2.6%
Value ($000) $3,000 Shares 64,856 Est. Cost $33.57 Unrealized +12.0%
GOOGL ALPHABET INC 2.5%
Value ($000) $2,796 Shares 1,908 Est. Cost $75.62 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 2.4%
Value ($000) $2,676 Shares 19,658 Est. Cost $111.71 Unrealized +11.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $2,641 Shares 12,403 Est. Cost $190.93 Unrealized +7.1%
T AT&T INC 2.0%
Value ($000) $2,227 Shares 78,126 Est. Cost $14.02 Unrealized +11.0%
CVS CVS HEALTH CORP 1.9%
Value ($000) $2,166 Shares 37,091 Est. Cost $49.47 Unrealized +5.9%
PFE PFIZER INC 1.9%
Value ($000) $2,141 Shares 58,342 Est. Cost $29.66 Unrealized -8.6%
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $1,337 Shares 8,963 Est. Cost $111.50 Unrealized +13.7%
LINDE PLC 0.8%
Value ($000) $953 Shares 4,000 Est. Cost $156.00 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $931 Shares 7,506 Est. Cost $110.86 Unrealized +10.2%
FDX FEDEX CORP 0.8%
Value ($000) $909 Shares 3,615 Est. Cost $184.09 Unrealized -1.7%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $822 Shares 5,570 Est. Cost $94.83 Unrealized +30.2%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $774 Shares 10,749 Est. Cost $82.98 Unrealized -19.9%
WTRG ESSENTIAL UTILS INC 0.6%
Value ($000) $697 Shares 17,311 Est. Cost $42.40 Unrealized +1.3%
BAX BAXTER INTL INC 0.6%
Value ($000) $661 Shares 8,220 Est. Cost $63.23 Unrealized +18.9%
MIDD MIDDLEBY CORP 0.6%
Value ($000) $653 Shares 7,275 Est. Cost $107.39 Unrealized -15.7%
VIACOMCBS INC CLASS B 0.6%
Value ($000) $643 Shares 22,948 Est. Cost $23.31 Unrealized
JJSF J & J SNACK FOODS CORP 0.5%
Value ($000) $619 Shares 4,746 Est. Cost $124.06 Unrealized -5.9%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $589 Shares 10,259 Est. Cost $37.09 Unrealized +30.9%
QSR RESTAURANT BRANDS INTL INC 0.5%
Value ($000) $574 Shares 9,980 Est. Cost $53.83 Unrealized +3.6%
UGI UGI CORP NEW 0.5%
Value ($000) $523 Shares 15,851 Est. Cost $49.97 Unrealized -33.6%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $501 Shares 6,500 Est. Cost $52.90 Unrealized +27.3%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $490 Shares 5,092 Est. Cost $81.74 Unrealized +4.5%
EXC EXELON CORP 0.4%
Value ($000) $465 Shares 13,009 Est. Cost $24.50 Unrealized -10.6%
LLY LILLY ELI & CO 0.4%
Value ($000) $439 Shares 2,967 Est. Cost $145.37 Unrealized +0.3%
HD HOME DEPOT INC 0.4%
Value ($000) $422 Shares 1,521 Est. Cost $207.30 Unrealized +14.6%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $380 Shares 11,059 Est. Cost $56.39 Unrealized -42.7%
HSY HERSHEY CO 0.3%
Value ($000) $375 Shares 2,615 Est. Cost $120.50 Unrealized +3.6%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $363 Shares 4,098 Est. Cost $64.94 Unrealized +2.7%
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $323 Shares 6,976 Est. Cost $54.74 Unrealized -14.9%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $309 Shares 1,400 Est. Cost $146.34 Unrealized +39.2%
PAYX PAYCHEX INC 0.3%
Value ($000) $300 Shares 3,756 Est. Cost $55.05 Unrealized +17.2%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $292 Shares 3,898 Est. Cost $57.29 Unrealized +2.7%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $268 Shares 4,442 Est. Cost $47.92 Unrealized +1.4%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $230 Shares 4,146 Est. Cost $27.24 Unrealized -22.6%
C CITIGROUP INC 0.2%
Value ($000) $229 Shares 5,309 Est. Cost $49.36 Unrealized -16.9%
ABT ABBOTT LABS 0.2%
Value ($000) $202 Shares 1,853 Est. Cost $85.23 Unrealized +8.3%
YORW YORK WTR CO 0.2%
Value ($000) $193 Shares 4,558 Est. Cost $33.09 Unrealized +23.4%
LCII LCI INDUSTRIE 0.2%
Value ($000) $187 Shares 1,760 Est. Cost $75.72 Unrealized +27.1%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $174 Shares 7,225 Est. Cost $23.08 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $172 Shares 513 Est. Cost $307.99 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $172 Shares 473 Est. Cost $28.06 Unrealized +5.6%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $159 Shares 1,100 Est. Cost $79.87 Unrealized +60.1%
V VISA INC 0.1%
Value ($000) $157 Shares 783 Est. Cost $175.53 Unrealized +9.5%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $152 Shares 4,208 Est. Cost $38.70 Unrealized
SOUTH JERSEY INDS INC 0.1%
Value ($000) $132 Shares 6,850 Est. Cost $19.44 Unrealized
DOW DOW INC 0.1%
Value ($000) $122 Shares 2,584 Est. Cost $26.85 Unrealized +24.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $120 Shares 549 Est. Cost $161.00 Unrealized +12.7%
GREAT PANTHER MNG LTD 0.1%
Value ($000) $111 Shares 124,785 Est. Cost $0.50 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $109 Shares 1,045 Est. Cost $81.79 Unrealized +5.4%
EXEL EXELIXIS INC 0.1%
Value ($000) $103 Shares 4,200 Est. Cost $23.26 Unrealized +0.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $95 Shares 1,375 Est. Cost $52.81 Unrealized +9.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $92 Shares 868 Est. Cost $100.23 Unrealized
CSX CSX CORP 0.1%
Value ($000) $90 Shares 1,160 Est. Cost $20.51 Unrealized +11.9%
CTVA CORTEVA INC 0.1%
Value ($000) $88 Shares 3,071 Est. Cost $24.35 Unrealized +8.8%
YAMANA GOLD INC 0.1%
Value ($000) $85 Shares 15,000 Est. Cost $5.47 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $81 Shares 409 Est. Cost $141.44 Unrealized +16.6%
TSN TYSON FOODS INC 0.1%
Value ($000) $80 Shares 1,350 Est. Cost $51.19 Unrealized +2.4%
TGT TARGET CORP 0.1%
Value ($000) $79 Shares 500 Est. Cost $98.18 Unrealized +20.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $77 Shares 400 Est. Cost $142.90 Unrealized +17.1%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $73 Shares 1,048 Est. Cost $65.06 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $71 Shares 491 Est. Cost $96.49 Unrealized +26.0%
SYY SYSCO CORP 0.1%
Value ($000) $71 Shares 1,133 Est. Cost $45.18 Unrealized +11.6%
CSL CARLISLE COS INC 0.1%
Value ($000) $68 Shares 552 Est. Cost $112.38 Unrealized +2.5%
BA BOEING CO 0.1%
Value ($000) $68 Shares 416 Est. Cost $153.71 Unrealized +10.9%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $66 Shares 2,720 Est. Cost $20.57 Unrealized +6.1%
AMGN AMGEN INC 0.1%
Value ($000) $65 Shares 254 Est. Cost $191.68 Unrealized +9.3%
GLW CORNING INC 0.1%
Value ($000) $65 Shares 2,000 Est. Cost $19.40 Unrealized +37.4%
BARRICK GOLD CORP 0.1%
Value ($000) $64 Shares 2,260 Est. Cost $27.01 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $60 Shares 200 Est. Cost $251.75 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $59 Shares 324 Est. Cost $139.94 Unrealized +16.5%
SNAP SNAP INC 0.1%
Value ($000) $59 Shares 2,270 Est. Cost $18.41 Unrealized +26.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $58 Shares 172 Est. Cost $325.58 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $57 Shares 877 Est. Cost $45.55 Unrealized +6.5%
DE DEERE & CO 0.0%
Value ($000) $55 Shares 250 Est. Cost $179.78 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $55 Shares 3,481 Est. Cost $18.12 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $53 Shares 1,952 Est. Cost $19.01 Unrealized +8.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $50 Shares 1,300 Est. Cost $24.96 Unrealized +8.9%
SLV ISHARES SILVER TR 0.0%
Value ($000) $48 Shares 2,200 Est. Cost $16.82 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $47 Shares 240 Est. Cost $73.49 Unrealized +19.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $47 Shares 1,438 Est. Cost $32.91 Unrealized -5.2%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $46 Shares 261 Est. Cost $158.88 Unrealized +4.1%
BTG B2GOLD CORP 0.0%
Value ($000) $46 Shares 7,000 Est. Cost $4.03 Unrealized +30.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $45 Shares 226 Est. Cost $164.18 Unrealized +9.0%
WMT WALMART INC 0.0%
Value ($000) $44 Shares 315 Est. Cost $38.07 Unrealized +8.5%
BROOKFIELD PPTY REIT INCLASS A 0.0%
Value ($000) $41 Shares 3,369 Est. Cost $10.09 Unrealized
MGPI MGP INGREDIENTS INC NEW 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $35.75 Unrealized +4.3%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $40 Shares 290 Est. Cost $101.53 Unrealized +14.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $39 Shares 386 Est. Cost $76.28 Unrealized +13.0%
ROKU ROKU INC 0.0%
Value ($000) $38 Shares 200 Est. Cost $114.37 Unrealized +38.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $37 Shares 641 Est. Cost $54.61 Unrealized -1.7%
PHYSICIANS RLTY TR 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $17.50 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $27.85 Unrealized +3.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $35 Shares 800 Est. Cost $40.00 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $33 Shares 99 Est. Cost $313.13 Unrealized
NI NISOURCE INC 00500 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $19.95 Unrealized -3.0%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $33 Shares 400 Est. Cost $87.41 Unrealized 0.0%
BDC BELDEN INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $32.71 Unrealized -0.8%
IWM ISHARES TR 0.0%
Value ($000) $31 Shares 205 Est. Cost $142.16 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $28 Shares 400 Est. Cost $67.50 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $28 Shares 270 Est. Cost $74.77 Unrealized +19.3%
KO COCA COLA CO 0.0%
Value ($000) $28 Shares 566 Est. Cost $38.72 Unrealized +5.3%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $27 Shares 950 Est. Cost $22.09 Unrealized +14.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $27 Shares 150 Est. Cost $166.67 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $2.80 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $26 Shares 330 Est. Cost $62.63 Unrealized -2.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $25 Shares 172 Est. Cost $104.25 Unrealized +12.1%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $24 Shares 85 Est. Cost $260.16 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $12.54 Unrealized +3.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $23 Shares 196 Est. Cost $95.15 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $23 Shares 1,688 Est. Cost $12.59 Unrealized +13.8%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $22 Shares 500 Est. Cost $37.65 Unrealized +14.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $21 Shares 388 Est. Cost $41.12 Unrealized +7.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $21 Shares 100 Est. Cost $173.69 Unrealized +5.7%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 357 Est. Cost $56.02 Unrealized
HOWARD HUGHES CORP 0.0%
Value ($000) $19 Shares 329 Est. Cost $51.67 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 63 Est. Cost $285.71 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $18 Shares 607 Est. Cost $23.07 Unrealized +12.2%
TSLA TESLA INC 0.0%
Value ($000) $17 Shares 40 Est. Cost $118.07 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $17 Shares 236 Est. Cost $58.24 Unrealized +10.9%
BP BP PLC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $23.16 Unrealized
MIMECAST LTD 0.0%
Value ($000) $17 Shares 360 Est. Cost $44.17 Unrealized
MUELLER INDS INC 0.0%
Value ($000) $16 Shares 592 Est. Cost $27.03 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $16 Shares 525 Est. Cost $17.13 Unrealized +53.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $16 Shares 262 Est. Cost $47.48 Unrealized +18.9%
MONMOUTH REAL ESTATE INVT CO 0.0%
Value ($000) $16 Shares 650 Est. Cost $24.62 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $16 Shares 75 Est. Cost $168.73 Unrealized +12.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $14 Shares 200 Est. Cost $77.91 Unrealized -1.1%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $14 Shares 90 Est. Cost $112.44 Unrealized +18.6%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $13 Shares 60 Est. Cost $151.46 Unrealized +18.8%
ABBV ABBVIE INC 0.0%
Value ($000) $13 Shares 152 Est. Cost $70.58 Unrealized +8.1%
CEL-SCI CORP 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $15.00 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $4.20 Unrealized +22.3%
SPYG SPDR SER TR 0.0%
Value ($000) $13 Shares 267 Est. Cost $44.94 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $12 Shares 100 Est. Cost $93.45 Unrealized -0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $12 Shares 600 Est. Cost $14.87 Unrealized +14.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $12 Shares 42 Est. Cost $238.10 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $12 Shares 192 Est. Cost $62.50 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $12 Shares 61 Est. Cost $196.72 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $10 Shares 80 Est. Cost $125.00 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $10 Shares 48 Est. Cost $187.50 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $10 Shares 800 Est. Cost $12.50 Unrealized
KRBN KRANESHARES TR 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $10 Shares 304 Est. Cost $24.76 Unrealized +15.2%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $10 Shares 210 Est. Cost $40.45 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 186 Est. Cost $53.76 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.78 Unrealized +19.8%
MET METLIFE INC 0.0%
Value ($000) $10 Shares 265 Est. Cost $28.97 Unrealized +10.5%
CMS C M S ENERGY CORP 0.0%
Value ($000) $9 Shares 1,408 Est. Cost $48.86 Unrealized +6.5%
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $9 Shares 450 Est. Cost $20.00 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $9 Shares 398 Est. Cost $23.98 Unrealized -9.0%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $9 Shares 107 Est. Cost $84.11 Unrealized
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 815 Est. Cost $16.59 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $9 Shares 46 Est. Cost $173.91 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $9 Shares 169 Est. Cost $53.25 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $9 Shares 136 Est. Cost $58.82 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $9 Shares 82 Est. Cost $109.76 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $56.12 Unrealized 0.0%
AVNS AVANOS MED INC 0.0%
Value ($000) $8 Shares 234 Est. Cost $28.95 Unrealized +10.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 48 Est. Cost $166.67 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $7 Shares 144 Est. Cost $53.20 Unrealized -12.5%
BNTX BIONTECH SE 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 64 Est. Cost $93.75 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.72 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $7 Shares 261 Est. Cost $24.48 Unrealized +6.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $51.98 Unrealized +16.0%
BRYN MAWR BK CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $26.58 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $6 Shares 3,000 Est. Cost $6.76 Unrealized -67.8%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $6 Shares 92 Est. Cost $49.89 Unrealized +4.5%
SPSB SPDR SER TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $6 Shares 247 Est. Cost $24.29 Unrealized
WYNDHAM DESTINATIONS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $6 Shares 155 Est. Cost $38.71 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $271.16 Unrealized +3.7%
IWP ISHARES TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
DNL WISDOMTREE TR 0.0%
Value ($000) $5 Shares 75 Est. Cost $66.67 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.08 Unrealized +4.0%
IWS ISHARES TR 0.0%
Value ($000) $5 Shares 58 Est. Cost $68.97 Unrealized
XRX XEROX HOLDING CORP 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.25 Unrealized +1.5%
O REALTY INCOME CORP 0.0%
Value ($000) $5 Shares 85 Est. Cost $40.14 Unrealized +12.3%
FIRST TR ENERGY INFRASTRCTR 0.0%
Value ($000) $5 Shares 589 Est. Cost $10.19 Unrealized
COOPER COMPANIES 0.0%
Value ($000) $5 Shares 15 Est. Cost $266.67 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $5 Shares 50 Est. Cost $67.34 Unrealized +18.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $4 Shares 111 Est. Cost $29.38 Unrealized 0.0%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 65 Est. Cost $61.54 Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CO 0.0%
Value ($000) $4 Shares 240 Est. Cost $15.98 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $344.57 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $47.74 Unrealized -10.8%
SHY ISHARES TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $3 Shares 465 Est. Cost $7.52 Unrealized
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $3 Shares 100 Est. Cost $17.43 Unrealized +64.1%
PENNSYLVANIA REAL ESTATE INV 0.0%
Value ($000) $2 Shares 3,400 Est. Cost $1.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $323.73 Unrealized +1.6%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.16 Unrealized +13.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $10.85 Unrealized -6.7%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $146.67 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $159.60 Unrealized +30.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 37 Est. Cost $44.76 Unrealized -2.7%
SONY SONY CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.96 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $20.60 Unrealized +38.8%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $30.54 Unrealized +31.4%
UIS UNISYS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.56 Unrealized -0.7%
TEN TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.81 Unrealized 0.0%
IHI ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $117.88 Unrealized +13.0%
TILRAY INC 0.0%
Value ($000) $1 Shares 225 Est. Cost $8.89 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.45 Unrealized +28.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.23 Unrealized +14.9%
ORGANIGRAM HLDGS INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $2.50 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
IDEANOMICS INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.00 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized