Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 5, 2021

Total Value ($000): $132,181 (100.0% shares, 0.0% debt)

Holdings (241)

PYPL PAYPAL HLDGS INC 8.1%
Value ($000) $10,694 Shares 45,662 Est. Cost $83.10 Unrealized +148.8%
AMZN AMAZON COM INC 6.3%
Value ($000) $8,383 Shares 2,574 Est. Cost $92.31 Unrealized +72.9%
ARTNA ARTESIAN RES CORP 5.0%
Value ($000) $6,616 Shares 178,437 Est. Cost $29.35 Unrealized +8.7%
JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $6,204 Shares 39,421 Est. Cost $114.54 Unrealized +11.3%
MSFT MICROSOFT CORP 4.6%
Value ($000) $6,068 Shares 27,281 Est. Cost $101.10 Unrealized +103.8%
MRK MERCK & CO. INC 4.3%
Value ($000) $5,649 Shares 69,063 Est. Cost $58.28 Unrealized +11.3%
PEP PEPSICO INC 3.9%
Value ($000) $5,199 Shares 35,055 Est. Cost $94.04 Unrealized +28.9%
META FACEBOOK INC 3.9%
Value ($000) $5,163 Shares 18,903 Est. Cost $148.76 Unrealized +83.0%
AAPL APPLE INC 3.6%
Value ($000) $4,778 Shares 36,005 Est. Cost $93.91 Unrealized +24.6%
GOOG ALPHABET INC 3.4%
Value ($000) $4,443 Shares 2,536 Est. Cost $63.94 Unrealized +31.0%
TGT TARGET CORP 3.3%
Value ($000) $4,390 Shares 24,866 Est. Cost $143.93 Unrealized +0.7%
VZ VERIZON COMMUNICATIONS INC 3.3%
Value ($000) $4,366 Shares 74,317 Est. Cost $40.15 Unrealized +9.5%
CMCSA COMCAST CORP NEW 2.9%
Value ($000) $3,818 Shares 72,867 Est. Cost $34.46 Unrealized +20.9%
PPL PPL CORP 2.7%
Value ($000) $3,560 Shares 126,256 Est. Cost $22.01 Unrealized +5.3%
GOOGL ALPHABET INC 2.5%
Value ($000) $3,337 Shares 1,904 Est. Cost $75.62 Unrealized +10.4%
ZBH ZIMMER BIOMET HOLDINGS INC 2.3%
Value ($000) $3,082 Shares 20,000 Est. Cost $112.11 Unrealized +20.8%
BJ BJS WHSL CLUB HLDGS INC 2.3%
Value ($000) $3,071 Shares 82,390 Est. Cost $34.36 Unrealized +16.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $2,819 Shares 12,158 Est. Cost $190.93 Unrealized +15.3%
BSX BOSTON SCIENTIFIC CORP 2.1%
Value ($000) $2,753 Shares 76,581 Est. Cost $36.59 Unrealized -1.5%
CVGW CALAVO GROWERS INC 1.8%
Value ($000) $2,444 Shares 35,200 Est. Cost $53.07 Unrealized +18.6%
DIS DISNEY WALT CO 1.7%
Value ($000) $2,223 Shares 12,272 Est. Cost $122.27 Unrealized +14.7%
PFE PFIZER INC 1.6%
Value ($000) $2,091 Shares 56,810 Est. Cost $29.66 Unrealized -3.5%
CVS CVS HEALTH CORP 1.4%
Value ($000) $1,904 Shares 27,886 Est. Cost $49.47 Unrealized +11.6%
CAT CATERPILLAR INC 1.2%
Value ($000) $1,642 Shares 9,023 Est. Cost $111.50 Unrealized +38.1%
MIDD MIDDLEBY CORP 1.0%
Value ($000) $1,341 Shares 10,400 Est. Cost $111.39 Unrealized +8.4%
BAX BAXTER INTL INC 1.0%
Value ($000) $1,305 Shares 16,269 Est. Cost $67.09 Unrealized +5.9%
KMB KIMBERLY-CLARK CORP 0.8%
Value ($000) $1,096 Shares 8,131 Est. Cost $101.49 Unrealized +14.3%
LINDE PLC 0.8%
Value ($000) $1,054 Shares 4,000 Est. Cost $156.00 Unrealized
FDX FEDEX CORP 0.7%
Value ($000) $903 Shares 3,477 Est. Cost $184.09 Unrealized +36.4%
T AT&T INC 0.7%
Value ($000) $893 Shares 31,057 Est. Cost $14.02 Unrealized +9.7%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $890 Shares 10,544 Est. Cost $82.98 Unrealized -21.6%
WTRG ESSENTIAL UTILS INC 0.7%
Value ($000) $866 Shares 18,323 Est. Cost $42.52 Unrealized +4.5%
VIACOMCBS INC CLASS B 0.6%
Value ($000) $855 Shares 22,948 Est. Cost $23.31 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.6%
Value ($000) $782 Shares 12,807 Est. Cost $54.84 Unrealized +6.4%
JJSF J & J SNACK FOODS CORP 0.5%
Value ($000) $718 Shares 4,624 Est. Cost $124.06 Unrealized +6.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $659 Shares 5,184 Est. Cost $82.03 Unrealized +19.6%
LLY LILLY ELI & CO 0.5%
Value ($000) $649 Shares 3,844 Est. Cost $144.45 Unrealized -2.1%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $632 Shares 10,810 Est. Cost $37.75 Unrealized +32.8%
EXC EXELON CORP 0.5%
Value ($000) $627 Shares 14,850 Est. Cost $24.52 Unrealized +0.4%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $560 Shares 9,929 Est. Cost $53.53 Unrealized -5.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $556 Shares 6,500 Est. Cost $52.90 Unrealized +38.8%
UGI UGI CORP NEW 0.4%
Value ($000) $512 Shares 14,635 Est. Cost $49.97 Unrealized -30.0%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $497 Shares 5,435 Est. Cost $67.58 Unrealized +12.0%
SNAP SNAP INC 0.3%
Value ($000) $443 Shares 8,860 Est. Cost $35.62 Unrealized +16.6%
HD HOME DEPOT INC 0.3%
Value ($000) $428 Shares 1,610 Est. Cost $209.25 Unrealized +15.9%
HSY HERSHEY CO 0.3%
Value ($000) $414 Shares 2,715 Est. Cost $120.89 Unrealized +8.4%
PNW PINNACLE WEST CAP CORP 0.3%
Value ($000) $404 Shares 5,050 Est. Cost $65.83 Unrealized 0.0%
AVGO BROADCOM INC 0.3%
Value ($000) $398 Shares 909 Est. Cost $31.30 Unrealized +11.2%
PAYX PAYCHEX INC 0.3%
Value ($000) $381 Shares 4,084 Est. Cost $56.81 Unrealized +35.4%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $364 Shares 4,404 Est. Cost $57.64 Unrealized +4.7%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $351 Shares 1,400 Est. Cost $146.34 Unrealized +53.1%
UNILEVER PLC 0.3%
Value ($000) $335 Shares 5,550 Est. Cost $60.36 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $315 Shares 5,117 Est. Cost $49.36 Unrealized -14.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $292 Shares 4,700 Est. Cost $48.04 Unrealized +4.1%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $269 Shares 3,779 Est. Cost $27.24 Unrealized -12.9%
ABT ABBOTT LABS 0.2%
Value ($000) $236 Shares 2,153 Est. Cost $87.18 Unrealized +13.9%
AZO AUTOZONE INC 0.2%
Value ($000) $230 Shares 194 Est. Cost $1158.08 Unrealized 0.0%
LCII L C I INDUSTRIE 0.2%
Value ($000) $228 Shares 1,760 Est. Cost $75.72 Unrealized +35.1%
V VISA INC 0.2%
Value ($000) $220 Shares 1,008 Est. Cost $180.37 Unrealized +9.3%
YORW YORK WTR CO 0.2%
Value ($000) $207 Shares 4,443 Est. Cost $33.09 Unrealized +23.7%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $204 Shares 6,925 Est. Cost $23.08 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $192 Shares 513 Est. Cost $307.99 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $179 Shares 253 Est. Cost $162.34 Unrealized +5.1%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $169 Shares 1,100 Est. Cost $79.87 Unrealized +74.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $163 Shares 3,965 Est. Cost $56.39 Unrealized -46.2%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $158 Shares 4,208 Est. Cost $38.70 Unrealized
DOW DOW INC 0.1%
Value ($000) $135 Shares 2,435 Est. Cost $26.85 Unrealized +45.4%
SOUTH JERSEY INDS INC 0.1%
Value ($000) $133 Shares 6,150 Est. Cost $19.44 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $122 Shares 1,045 Est. Cost $81.79 Unrealized +16.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $118 Shares 549 Est. Cost $161.00 Unrealized +20.0%
CTVA CORTEVA INC 0.1%
Value ($000) $114 Shares 2,955 Est. Cost $24.35 Unrealized +38.7%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $112 Shares 3,686 Est. Cost $21.38 Unrealized +10.7%
GREAT PANTHER MNG LTD 0.1%
Value ($000) $106 Shares 124,785 Est. Cost $0.50 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $101 Shares 5,392 Est. Cost $13.33 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $98 Shares 868 Est. Cost $100.23 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $94 Shares 2,300 Est. Cost $25.71 Unrealized +3.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $93 Shares 1,209 Est. Cost $65.40 Unrealized +0.4%
XEL XCEL ENERGY INC 0.1%
Value ($000) $92 Shares 1,375 Est. Cost $52.81 Unrealized +11.9%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $90 Shares 1,013 Est. Cost $65.06 Unrealized
BA BOEING CO 0.1%
Value ($000) $89 Shares 416 Est. Cost $153.71 Unrealized +25.1%
CSX CSX CORP 0.1%
Value ($000) $87 Shares 959 Est. Cost $20.51 Unrealized +30.7%
CSL CARLISLE COS INC 0.1%
Value ($000) $86 Shares 554 Est. Cost $112.38 Unrealized +17.9%
CMS C M S ENERGY CORP 0.1%
Value ($000) $86 Shares 1,408 Est. Cost $48.86 Unrealized +9.5%
YAMANA GOLD INC 0.1%
Value ($000) $86 Shares 15,000 Est. Cost $5.47 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $85 Shares 409 Est. Cost $141.44 Unrealized +25.9%
SYY SYSCO CORP 0.1%
Value ($000) $85 Shares 1,140 Est. Cost $45.18 Unrealized +32.8%
EXEL EXELIXIS INC 0.1%
Value ($000) $84 Shares 4,200 Est. Cost $23.26 Unrealized -10.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $82 Shares 400 Est. Cost $142.90 Unrealized +26.7%
TSN TYSON FOODS INC 0.1%
Value ($000) $76 Shares 1,175 Est. Cost $51.19 Unrealized +4.0%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $75 Shares 325 Est. Cost $139.94 Unrealized +45.9%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $75 Shares 491 Est. Cost $96.49 Unrealized +33.1%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $75 Shares 877 Est. Cost $45.55 Unrealized +26.5%
GLW CORNING INC 0.1%
Value ($000) $72 Shares 2,000 Est. Cost $19.40 Unrealized +59.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $72 Shares 172 Est. Cost $325.58 Unrealized
ALIBABA GROUP HOLDING FSPONSORED ADR 0.1%
Value ($000) $70 Shares 300 Est. Cost $233.33 Unrealized
DE DEERE & CO 0.1%
Value ($000) $67 Shares 250 Est. Cost $179.78 Unrealized +29.1%
ROKU ROKU INC 0.0%
Value ($000) $66 Shares 200 Est. Cost $114.37 Unrealized +129.4%
DISCOVER FINL SVCS 0.0%
Value ($000) $63 Shares 700 Est. Cost $90.00 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $61 Shares 800 Est. Cost $47.51 Unrealized +34.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $60 Shares 227 Est. Cost $164.18 Unrealized +20.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $60 Shares 3,081 Est. Cost $18.12 Unrealized
WMT WALMART INC 0.0%
Value ($000) $60 Shares 415 Est. Cost $39.80 Unrealized +13.7%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $60 Shares 2,679 Est. Cost $18.20 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $59 Shares 1,952 Est. Cost $19.01 Unrealized +17.0%
AMGN AMGEN INC 0.0%
Value ($000) $58 Shares 254 Est. Cost $191.68 Unrealized +2.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $56 Shares 261 Est. Cost $158.88 Unrealized +12.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $52 Shares 521 Est. Cost $79.17 Unrealized +10.4%
BROOKFIELD PPTY REIT INCCLASS A 0.0%
Value ($000) $50 Shares 3,369 Est. Cost $10.09 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $48 Shares 2,110 Est. Cost $27.01 Unrealized
MGPI MGP INGREDIENTS INC NEW 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $35.75 Unrealized +20.5%
USB US BANCORP DEL 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $27.85 Unrealized +21.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $46 Shares 641 Est. Cost $54.61 Unrealized +7.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $46 Shares 480 Est. Cost $79.15 Unrealized +7.2%
BDC BELDEN INC 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $32.71 Unrealized +11.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $42 Shares 120 Est. Cost $302.02 Unrealized +2.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $41 Shares 135 Est. Cost $276.29 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $40 Shares 205 Est. Cost $142.16 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $40 Shares 290 Est. Cost $101.53 Unrealized +21.3%
ANTARES PHARMA INC 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $2.80 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $40 Shares 800 Est. Cost $40.00 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $39 Shares 7,000 Est. Cost $4.03 Unrealized +23.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $39 Shares 980 Est. Cost $32.91 Unrealized -6.7%
IVV ISHARES TR 0.0%
Value ($000) $37 Shares 99 Est. Cost $313.13 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $37 Shares 400 Est. Cost $67.50 Unrealized
PHYSICIANS RLTY TR 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $17.50 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $35 Shares 232 Est. Cost $99.74 Unrealized +25.0%
NI NISOURCE INC 00500 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $19.95 Unrealized -1.4%
ETN EATON CORP PLC 0.0%
Value ($000) $32 Shares 270 Est. Cost $74.77 Unrealized +38.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $31 Shares 984 Est. Cost $21.70 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $31 Shares 566 Est. Cost $38.72 Unrealized +14.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $30 Shares 1,688 Est. Cost $12.59 Unrealized +26.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $29 Shares 841 Est. Cost $23.76 Unrealized +7.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $29 Shares 92 Est. Cost $280.01 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $28 Shares 173 Est. Cost $104.25 Unrealized +29.1%
F FORD MTR CO DEL 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $4.92 Unrealized +29.2%
HOWARD HUGHES CORP 0.0%
Value ($000) $26 Shares 329 Est. Cost $51.67 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $26 Shares 400 Est. Cost $87.41 Unrealized -8.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $26 Shares 580 Est. Cost $35.27 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $25 Shares 126 Est. Cost $171.82 Unrealized +2.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $25 Shares 100 Est. Cost $173.69 Unrealized +23.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $24 Shares 330 Est. Cost $62.63 Unrealized +3.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $24 Shares 796 Est. Cost $23.51 Unrealized -2.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $23 Shares 200 Est. Cost $77.91 Unrealized +15.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $23 Shares 388 Est. Cost $41.12 Unrealized +19.0%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $23 Shares 220 Est. Cost $91.84 Unrealized
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value ($000) $23 Shares 1,100 Est. Cost $17.93 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 63 Est. Cost $285.71 Unrealized
MUELLER INDS INC 0.0%
Value ($000) $21 Shares 592 Est. Cost $27.03 Unrealized
BP BP PLC 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $23.16 Unrealized
MIMECAST LTD 0.0%
Value ($000) $20 Shares 360 Est. Cost $44.17 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $20 Shares 525 Est. Cost $17.13 Unrealized +97.4%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 357 Est. Cost $56.02 Unrealized
VFC V F CORP 0.0%
Value ($000) $20 Shares 236 Est. Cost $58.24 Unrealized +37.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $18 Shares 262 Est. Cost $47.48 Unrealized +26.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $18 Shares 100 Est. Cost $166.67 Unrealized
HIGHLAND INCOME FD 0.0%
Value ($000) $17 Shares 1,673 Est. Cost $10.16 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $16 Shares 154 Est. Cost $70.69 Unrealized +11.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 250 Est. Cost $62.40 Unrealized
MONMOUTH REAL ESTATE INVT CO 0.0%
Value ($000) $16 Shares 650 Est. Cost $24.62 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $15 Shares 267 Est. Cost $44.94 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $14 Shares 61 Est. Cost $196.72 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $14 Shares 60 Est. Cost $151.46 Unrealized +35.2%
MS MORGAN STANLEY 0.0%
Value ($000) $14 Shares 200 Est. Cost $48.82 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $14 Shares 90 Est. Cost $112.44 Unrealized +21.7%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $14 Shares 450 Est. Cost $22.09 Unrealized +38.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $13 Shares 600 Est. Cost $14.87 Unrealized +30.6%
CEL-SCI CORP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $15.00 Unrealized
KRBN KRANESHARES TR 0.0%
Value ($000) $12 Shares 500 Est. Cost $20.00 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $12 Shares 192 Est. Cost $62.50 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $12 Shares 82 Est. Cost $109.76 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $12 Shares 100 Est. Cost $93.45 Unrealized +5.1%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $40.78 Unrealized +32.3%
IWF ISHARES TR 0.0%
Value ($000) $12 Shares 48 Est. Cost $187.50 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $11 Shares 234 Est. Cost $28.95 Unrealized +43.8%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $11 Shares 80 Est. Cost $125.00 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 48 Est. Cost $166.67 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $10 Shares 800 Est. Cost $12.50 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $10 Shares 46 Est. Cost $173.91 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 186 Est. Cost $53.76 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $10 Shares 261 Est. Cost $24.48 Unrealized +27.6%
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $10 Shares 450 Est. Cost $20.00 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $9 Shares 169 Est. Cost $53.25 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $9 Shares 107 Est. Cost $84.11 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $9 Shares 140 Est. Cost $42.28 Unrealized +7.8%
WYNDHAM DESTINATIONS INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $30.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $56.12 Unrealized -12.1%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 64 Est. Cost $93.75 Unrealized
BNTX BIONTECH SE 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.00 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $8 Shares 203 Est. Cost $24.76 Unrealized +37.6%
BRYN MAWR BK CORP 0.0%
Value ($000) $8 Shares 250 Est. Cost $26.58 Unrealized
KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $7 Shares 247 Est. Cost $24.29 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.51 Unrealized 0.0%
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 815 Est. Cost $16.59 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $7 Shares 144 Est. Cost $53.20 Unrealized -17.2%
DNL WISDOMTREE TR 0.0%
Value ($000) $6 Shares 75 Est. Cost $66.67 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.25 Unrealized +22.6%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.0%
Value ($000) $6 Shares 240 Est. Cost $15.98 Unrealized +26.2%
IWS ISHARES TR 0.0%
Value ($000) $6 Shares 58 Est. Cost $68.97 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $6 Shares 60 Est. Cost $133.33 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $6 Shares 155 Est. Cost $38.71 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.08 Unrealized +9.3%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 20 Est. Cost $200.00 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $5 Shares 111 Est. Cost $29.38 Unrealized +21.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $5 Shares 465 Est. Cost $7.52 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $5 Shares 50 Est. Cost $67.34 Unrealized +25.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $5 Shares 92 Est. Cost $49.89 Unrealized +1.9%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.27 Unrealized 0.0%
COOPER COMPANIES 0.0%
Value ($000) $5 Shares 15 Est. Cost $266.67 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $69.72 Unrealized +45.1%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $4 Shares 100 Est. Cost $17.43 Unrealized +91.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $344.57 Unrealized -7.5%
SHY ISHARES TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $224.62 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.34 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $47.74 Unrealized -15.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $146.67 Unrealized
TILRAY INC 0.0%
Value ($000) $2 Shares 225 Est. Cost $8.89 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $30.54 Unrealized +52.2%
SONY SONY CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $51.23 Unrealized +38.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 37 Est. Cost $44.76 Unrealized +10.6%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $159.60 Unrealized +49.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $323.73 Unrealized -1.5%
PENNSYLVANIA REAL ESTATE INV 0.0%
Value ($000) $2 Shares 2,400 Est. Cost $1.47 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.45 Unrealized +46.4%
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.96 Unrealized +40.9%
IHI ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $20.60 Unrealized +55.0%
IDEANOMICS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $117.88 Unrealized +38.9%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
TEN TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.81 Unrealized -4.7%
UIS UNISYS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.56 Unrealized +24.4%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $142.86 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized