Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 3, 2021

Total Value ($000): $144,707 (100.0% shares, 0.0% debt)

Holdings (254)

PYPL PAYPAL HLDGS INC 6.6%
Value ($000) $9,602 Shares 39,540 Est. Cost $83.10 Unrealized +203.2%
AMZN AMAZON COM INC 5.8%
Value ($000) $8,329 Shares 2,692 Est. Cost $95.21 Unrealized +66.5%
ARTNA ARTESIAN RES CORP 4.8%
Value ($000) $6,991 Shares 177,533 Est. Cost $29.35 Unrealized +15.0%
MSFT MICROSOFT CORP 4.5%
Value ($000) $6,535 Shares 27,719 Est. Cost $103.02 Unrealized +116.4%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $6,515 Shares 39,640 Est. Cost $114.54 Unrealized +22.9%
GOOG ALPHABET INC 4.2%
Value ($000) $6,144 Shares 2,970 Est. Cost $68.99 Unrealized +42.7%
META FACEBOOK INC 3.7%
Value ($000) $5,417 Shares 18,393 Est. Cost $148.76 Unrealized +79.7%
MRK MERCK & CO. INC 3.7%
Value ($000) $5,329 Shares 69,122 Est. Cost $58.28 Unrealized +8.2%
PEP PEPSICO INC 3.6%
Value ($000) $5,239 Shares 37,035 Est. Cost $95.31 Unrealized +23.7%
TGT TARGET CORP 3.4%
Value ($000) $4,988 Shares 25,181 Est. Cost $144.17 Unrealized +13.2%
AAPL APPLE INC 3.4%
Value ($000) $4,868 Shares 39,854 Est. Cost $96.92 Unrealized +29.0%
VZ VERIZON COMMUNICATIONS INC 3.3%
Value ($000) $4,751 Shares 81,698 Est. Cost $40.34 Unrealized +4.7%
CMCSA COMCAST CORP NEW 2.8%
Value ($000) $4,111 Shares 75,968 Est. Cost $34.94 Unrealized +32.1%
GOOGL ALPHABET INC 2.8%
Value ($000) $3,985 Shares 1,932 Est. Cost $75.94 Unrealized +29.0%
PPL PPL CORP 2.5%
Value ($000) $3,549 Shares 123,045 Est. Cost $22.01 Unrealized +5.4%
ZBH ZIMMER BIOMET HOLDINGS INC 2.3%
Value ($000) $3,277 Shares 20,472 Est. Cost $112.95 Unrealized +31.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $3,089 Shares 12,093 Est. Cost $190.93 Unrealized +27.2%
CVGW CALAVO GROWERS INC 2.0%
Value ($000) $2,861 Shares 36,850 Est. Cost $53.78 Unrealized +28.1%
BSX BOSTON SCIENTIFIC CORP 1.9%
Value ($000) $2,726 Shares 70,533 Est. Cost $36.59 Unrealized +3.4%
LUV SOUTHWEST AIRLS CO 1.8%
Value ($000) $2,642 Shares 43,277 Est. Cost $49.50 Unrealized 0.0%
PAYX PAYCHEX INC 1.8%
Value ($000) $2,602 Shares 26,548 Est. Cost $76.76 Unrealized +4.7%
DIS DISNEY WALT CO 1.6%
Value ($000) $2,379 Shares 12,892 Est. Cost $125.05 Unrealized +44.1%
CAT CATERPILLAR INC 1.4%
Value ($000) $2,095 Shares 9,034 Est. Cost $111.50 Unrealized +69.6%
PFE PFIZER INC 1.4%
Value ($000) $2,026 Shares 55,921 Est. Cost $29.66 Unrealized -5.5%
CVS CVS HEALTH CORP 1.3%
Value ($000) $1,905 Shares 25,324 Est. Cost $49.47 Unrealized +25.9%
MIDD MIDDLEBY CORP 1.3%
Value ($000) $1,851 Shares 11,170 Est. Cost $113.86 Unrealized +29.3%
BAX BAXTER INTL INC 1.2%
Value ($000) $1,721 Shares 10,411 Est. Cost $67.09 Unrealized +6.5%
KMB KIMBERLY-CLARK CORP 0.8%
Value ($000) $1,175 Shares 8,447 Est. Cost $101.84 Unrealized +8.9%
LINDE PLC 0.8%
Value ($000) $1,121 Shares 4,000 Est. Cost $156.00 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.8%
Value ($000) $1,109 Shares 17,066 Est. Cost $56.62 Unrealized +9.5%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,104 Shares 10,536 Est. Cost $82.98 Unrealized -4.1%
VIACOMBS INC 0.7%
Value ($000) $1,035 Shares 22,948 Est. Cost $23.31 Unrealized
STIP ISHARES TR 0.6%
Value ($000) $891 Shares 8,431 Est. Cost $105.68 Unrealized
TZOO TRAVELZOO 0.6%
Value ($000) $866 Shares 51,676 Est. Cost $13.08 Unrealized 0.0%
FDX FEDEX CORP 0.6%
Value ($000) $848 Shares 2,986 Est. Cost $184.09 Unrealized +27.2%
WTRG ESSENTIAL UTILS INC 0.6%
Value ($000) $844 Shares 18,858 Est. Cost $42.59 Unrealized +6.0%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $826 Shares 5,423 Est. Cost $84.03 Unrealized +51.4%
T AT&T INC 0.6%
Value ($000) $824 Shares 27,205 Est. Cost $14.02 Unrealized +15.2%
HSY HERSHEY CO 0.5%
Value ($000) $751 Shares 4,745 Est. Cost $126.52 Unrealized +6.0%
JJSF J & J SNACK FOODS CORP 0.5%
Value ($000) $711 Shares 4,527 Est. Cost $124.06 Unrealized +14.5%
SNAP SNAP INC 0.5%
Value ($000) $691 Shares 13,210 Est. Cost $42.81 Unrealized +34.2%
EXC EXELON CORP 0.4%
Value ($000) $650 Shares 14,868 Est. Cost $24.52 Unrealized +3.0%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $648 Shares 9,936 Est. Cost $53.53 Unrealized +14.0%
LLY LILLY ELI & CO 0.4%
Value ($000) $641 Shares 3,430 Est. Cost $144.45 Unrealized +28.8%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $633 Shares 10,818 Est. Cost $37.75 Unrealized +31.9%
PNW PINNACLE WEST CAP CORP 0.4%
Value ($000) $572 Shares 7,028 Est. Cost $64.87 Unrealized -3.8%
UGI UGI CORP NEW 0.4%
Value ($000) $557 Shares 13,594 Est. Cost $49.97 Unrealized -22.7%
HD HOME DEPOT INC 0.4%
Value ($000) $534 Shares 1,750 Est. Cost $212.06 Unrealized +15.3%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $526 Shares 5,447 Est. Cost $67.58 Unrealized +11.7%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $512 Shares 6,500 Est. Cost $52.90 Unrealized +32.3%
UNILEVER PLC 0.3%
Value ($000) $445 Shares 7,977 Est. Cost $58.97 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $442 Shares 5,845 Est. Cost $68.11 Unrealized +1.0%
C CITIGROUP INC 0.3%
Value ($000) $385 Shares 5,298 Est. Cost $49.60 Unrealized +13.3%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $372 Shares 1,400 Est. Cost $146.34 Unrealized +60.3%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $369 Shares 4,154 Est. Cost $57.64 Unrealized +15.9%
AVGO BROADCOM INC 0.2%
Value ($000) $295 Shares 636 Est. Cost $31.30 Unrealized +33.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $290 Shares 4,595 Est. Cost $48.04 Unrealized +6.2%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $290 Shares 3,754 Est. Cost $27.24 Unrealized +6.7%
SCHJ SCHWAB STRATEGIC TR 0.2%
Value ($000) $285 Shares 5,600 Est. Cost $50.89 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $272 Shares 194 Est. Cost $1158.08 Unrealized +6.9%
ABT ABBOTT LABS 0.2%
Value ($000) $238 Shares 1,983 Est. Cost $87.18 Unrealized +24.6%
LCII LCI INDUSTRIE 0.2%
Value ($000) $233 Shares 1,760 Est. Cost $75.72 Unrealized +54.5%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $226 Shares 6,625 Est. Cost $23.08 Unrealized
V VISA INC 0.1%
Value ($000) $213 Shares 1,008 Est. Cost $180.37 Unrealized +12.6%
YORW YORK WTR CO 0.1%
Value ($000) $213 Shares 4,344 Est. Cost $33.09 Unrealized +24.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $212 Shares 535 Est. Cost $311.62 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $198 Shares 3,538 Est. Cost $56.39 Unrealized -23.2%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $165 Shares 1,100 Est. Cost $79.87 Unrealized +72.4%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $163 Shares 4,208 Est. Cost $38.70 Unrealized
DOW DOW INC 0.1%
Value ($000) $153 Shares 2,394 Est. Cost $26.85 Unrealized +70.6%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $143 Shares 3,699 Est. Cost $21.38 Unrealized +43.3%
BA BOEING CO 0.1%
Value ($000) $138 Shares 541 Est. Cost $169.55 Unrealized +31.1%
CTVA CORTEVA INC 0.1%
Value ($000) $137 Shares 2,930 Est. Cost $24.35 Unrealized +72.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $123 Shares 550 Est. Cost $161.00 Unrealized +18.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $118 Shares 2,300 Est. Cost $25.71 Unrealized +18.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $115 Shares 970 Est. Cost $81.79 Unrealized +24.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $101 Shares 868 Est. Cost $100.23 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $101 Shares 1,013 Est. Cost $65.06 Unrealized
PBTP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $99 Shares 3,800 Est. Cost $26.05 Unrealized
GREAT PANTHER MNG LTD 0.1%
Value ($000) $96 Shares 124,785 Est. Cost $0.50 Unrealized
EXEL EXELIXIS INC 0.1%
Value ($000) $95 Shares 4,200 Est. Cost $23.26 Unrealized -2.9%
SOUTH JERSEY INDS INC 0.1%
Value ($000) $94 Shares 4,150 Est. Cost $19.44 Unrealized
CSX CSX CORP 0.1%
Value ($000) $92 Shares 959 Est. Cost $20.51 Unrealized +39.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $91 Shares 1,375 Est. Cost $52.81 Unrealized +2.3%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $90 Shares 491 Est. Cost $96.49 Unrealized +58.5%
UNP UNION PAC CORP 0.1%
Value ($000) $90 Shares 409 Est. Cost $141.44 Unrealized +33.0%
SYY SYSCO CORP 0.1%
Value ($000) $90 Shares 1,147 Est. Cost $45.18 Unrealized +50.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $89 Shares 400 Est. Cost $142.90 Unrealized +29.4%
GLW CORNING INC 0.1%
Value ($000) $87 Shares 2,000 Est. Cost $19.40 Unrealized +73.1%
CMS CMS ENERGY CORP 0.1%
Value ($000) $86 Shares 1,408 Est. Cost $48.86 Unrealized +1.4%
CSL CARLISLE COS INC 0.1%
Value ($000) $83 Shares 506 Est. Cost $112.38 Unrealized +29.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $82 Shares 172 Est. Cost $325.58 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $77 Shares 325 Est. Cost $139.94 Unrealized +57.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $74 Shares 227 Est. Cost $164.18 Unrealized +68.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $72 Shares 982 Est. Cost $70.54 Unrealized
ALIBAB GROUP HLDG LTD FSPONSORED ADR 0.0%
Value ($000) $68 Shares 300 Est. Cost $233.33 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $66 Shares 700 Est. Cost $90.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $65 Shares 200 Est. Cost $114.37 Unrealized +242.7%
YAMANA GOLD INC 0.0%
Value ($000) $65 Shares 15,000 Est. Cost $5.47 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $64 Shares 2,905 Est. Cost $18.12 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $63 Shares 254 Est. Cost $191.68 Unrealized +6.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $61 Shares 680 Est. Cost $79.47 Unrealized +1.0%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $61 Shares 1,137 Est. Cost $42.90 Unrealized 0.0%
BROOKFIELD PPTY REIT INCLASS A 0.0%
Value ($000) $60 Shares 3,369 Est. Cost $10.09 Unrealized
MGPI MGP INGREDIENTS INC NEW 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $35.75 Unrealized +69.6%
TSLA TESLA INC 0.0%
Value ($000) $56 Shares 84 Est. Cost $162.34 Unrealized +54.7%
WMT WALMART INC 0.0%
Value ($000) $56 Shares 415 Est. Cost $39.80 Unrealized +8.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $55 Shares 521 Est. Cost $79.17 Unrealized +12.0%
USB US BANCORP DEL 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $27.85 Unrealized +44.8%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $54 Shares 477 Est. Cost $45.55 Unrealized +75.5%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $53 Shares 800 Est. Cost $47.51 Unrealized +63.3%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $53 Shares 261 Est. Cost $158.88 Unrealized +20.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $52 Shares 981 Est. Cost $32.91 Unrealized +25.8%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $48 Shares 1,979 Est. Cost $18.20 Unrealized +17.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $46 Shares 591 Est. Cost $54.61 Unrealized +19.5%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $45 Shares 135 Est. Cost $276.29 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $45 Shares 206 Est. Cost $142.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $45 Shares 120 Est. Cost $302.02 Unrealized +5.8%
BDC BELDEN INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $32.71 Unrealized +37.2%
IJR ISHARES TR 0.0%
Value ($000) $43 Shares 400 Est. Cost $67.50 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $42 Shares 224 Est. Cost $114.97 Unrealized +31.6%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $42 Shares 800 Est. Cost $40.00 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $41 Shares 2,909 Est. Cost $13.33 Unrealized -0.1%
ANTARES PHARMA INC 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $2.80 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $39 Shares 290 Est. Cost $101.53 Unrealized +13.9%
IVV ISHARES TR 0.0%
Value ($000) $39 Shares 99 Est. Cost $313.13 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $37 Shares 270 Est. Cost $74.77 Unrealized +59.1%
F FORD MTR CO DEL 0.0%
Value ($000) $37 Shares 3,000 Est. Cost $4.92 Unrealized +76.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $37 Shares 193 Est. Cost $169.46 Unrealized -2.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $36 Shares 984 Est. Cost $21.70 Unrealized +17.8%
NI NISOURCE INC 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $19.95 Unrealized -4.1%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $36 Shares 1,688 Est. Cost $12.59 Unrealized +58.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $34 Shares 253 Est. Cost $102.23 Unrealized +26.9%
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value ($000) $31 Shares 1,100 Est. Cost $17.93 Unrealized +41.4%
HOWARD HUGHES CORP 0.0%
Value ($000) $31 Shares 329 Est. Cost $51.67 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $31 Shares 796 Est. Cost $23.51 Unrealized +34.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $31 Shares 590 Est. Cost $35.36 Unrealized +14.9%
KO COCA COLA CO 0.0%
Value ($000) $30 Shares 566 Est. Cost $38.72 Unrealized +12.0%
BTG B2GOLD CORP 0.0%
Value ($000) $30 Shares 7,000 Est. Cost $4.03 Unrealized -0.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $29 Shares 92 Est. Cost $280.01 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $28 Shares 380 Est. Cost $62.17 Unrealized -4.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 160 Est. Cost $162.50 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $25 Shares 200 Est. Cost $77.91 Unrealized +50.3%
BP BP PLC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $23.16 Unrealized
MUELLER INDS INC 0.0%
Value ($000) $24 Shares 592 Est. Cost $27.03 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $24 Shares 100 Est. Cost $173.69 Unrealized +31.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $23 Shares 388 Est. Cost $41.12 Unrealized +19.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 63 Est. Cost $285.71 Unrealized
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $87.41 Unrealized -24.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $22 Shares 525 Est. Cost $17.13 Unrealized +112.7%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $22 Shares 225 Est. Cost $91.97 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $22 Shares 400 Est. Cost $46.81 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $21 Shares 529 Est. Cost $23.76 Unrealized +20.5%
ABBV ABBVIE INC 0.0%
Value ($000) $20 Shares 180 Est. Cost $73.32 Unrealized +21.3%
VFC V F CORP 0.0%
Value ($000) $19 Shares 236 Est. Cost $58.24 Unrealized +39.4%
HIGHLAND INCOME FD 0.0%
Value ($000) $19 Shares 1,673 Est. Cost $10.16 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $18 Shares 800 Est. Cost $22.50 Unrealized
CEL-SCI CORP 0.0%
Value ($000) $18 Shares 1,166 Est. Cost $15.06 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $18 Shares 84 Est. Cost $219.95 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $18 Shares 262 Est. Cost $47.48 Unrealized +27.9%
TSN TYSON FOODS INC 0.0%
Value ($000) $17 Shares 225 Est. Cost $51.19 Unrealized +16.3%
MONMOUTH REAL ESTATE INVT CO 0.0%
Value ($000) $17 Shares 650 Est. Cost $24.62 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $16 Shares 800 Est. Cost $27.01 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $16 Shares 100 Est. Cost $166.67 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $16 Shares 61 Est. Cost $152.73 Unrealized +49.8%
MS MORGAN STANLEY 0.0%
Value ($000) $16 Shares 200 Est. Cost $48.82 Unrealized +34.3%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $5.27 Unrealized +107.3%
SPYG SPDR SER TR 0.0%
Value ($000) $15 Shares 267 Est. Cost $44.94 Unrealized
MIMECAST LTD 0.0%
Value ($000) $14 Shares 360 Est. Cost $44.17 Unrealized
KRBN KRANESHARES TR 0.0%
Value ($000) $14 Shares 500 Est. Cost $20.00 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $14 Shares 61 Est. Cost $196.72 Unrealized
DNL WISDOMTREE TR 0.0%
Value ($000) $14 Shares 176 Est. Cost $74.06 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.78 Unrealized +56.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $14 Shares 600 Est. Cost $14.87 Unrealized +26.5%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $13 Shares 450 Est. Cost $22.09 Unrealized +39.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $93.45 Unrealized +7.5%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $13 Shares 70 Est. Cost $112.44 Unrealized +32.6%
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $12 Shares 450 Est. Cost $20.00 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $12 Shares 261 Est. Cost $24.48 Unrealized +57.7%
IWF ISHARES TR 0.0%
Value ($000) $12 Shares 48 Est. Cost $187.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $12 Shares 80 Est. Cost $125.00 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.04 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $12 Shares 100 Est. Cost $101.06 Unrealized 0.0%
BNTX BIONTECH SE 0.0%
Value ($000) $11 Shares 100 Est. Cost $70.00 Unrealized
BRYN MAWR BK CORP 0.0%
Value ($000) $11 Shares 250 Est. Cost $26.58 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 48 Est. Cost $166.67 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $11 Shares 450 Est. Cost $18.47 Unrealized 0.0%
IWV ISHARES TR 0.0%
Value ($000) $11 Shares 46 Est. Cost $173.91 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 175 Est. Cost $43.07 Unrealized +7.3%
IGIB ISHARES TR 0.0%
Value ($000) $11 Shares 192 Est. Cost $62.50 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $11 Shares 82 Est. Cost $109.76 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $10 Shares 234 Est. Cost $28.95 Unrealized +62.1%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 186 Est. Cost $53.76 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $10 Shares 203 Est. Cost $24.76 Unrealized +80.8%
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $10 Shares 800 Est. Cost $12.50 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $56.12 Unrealized -4.9%
INTC INTEL CORP 0.0%
Value ($000) $9 Shares 144 Est. Cost $53.20 Unrealized +1.7%
IGSB ISHARES TR 0.0%
Value ($000) $9 Shares 169 Est. Cost $53.25 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 64 Est. Cost $93.75 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $69.72 Unrealized +107.8%
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $7 Shares 100 Est. Cost $17.43 Unrealized +181.6%
IWS ISHARES TR 0.0%
Value ($000) $6 Shares 58 Est. Cost $68.97 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $6 Shares 465 Est. Cost $7.52 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $6 Shares 60 Est. Cost $133.33 Unrealized
SPSB SPDR SER TR 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
KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.24 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $6 Shares 92 Est. Cost $49.89 Unrealized -1.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $6 Shares 50 Est. Cost $67.34 Unrealized +38.2%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.25 Unrealized +38.6%
COOPER COMPANIES 0.0%
Value ($000) $6 Shares 15 Est. Cost $266.67 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.08 Unrealized -1.3%
PENNSYLVANIA REAL ESTATE INV 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $1.47 Unrealized
TILRAY INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $8.89 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 20 Est. Cost $200.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $344.57 Unrealized +18.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $4 Shares 60 Est. Cost $47.74 Unrealized +19.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $4 Shares 60 Est. Cost $42.34 Unrealized +34.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.00 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 56 Est. Cost $29.38 Unrealized +48.3%
SIERRA WIRELESS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $51.23 Unrealized +106.3%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
CNX CNX RES CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.44 Unrealized 0.0%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.98 Unrealized +64.3%
SHY ISHARES TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $154.31 Unrealized 0.0%
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 315 Est. Cost $16.59 Unrealized
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $323.73 Unrealized -7.3%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $146.67 Unrealized
SONY SONY CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 37 Est. Cost $44.76 Unrealized +11.4%
CURIS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $20.60 Unrealized +82.3%
CNDT CONDUENT INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.96 Unrealized +92.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $117.88 Unrealized +49.9%
HERZFELD CARIBBEAN BASIN FD 0.0%
Value ($000) $1 Shares 242 Est. Cost $4.13 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.45 Unrealized +82.1%
TEN TSAKOS ENERGY NAVIGATION LTD 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.81 Unrealized +4.9%
APTIV PLC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
RENEWABLE ENERGY GROUP INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
UIS UNISYS CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.56 Unrealized +113.7%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.08 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.77 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $142.86 Unrealized
CONSOL ENERGY INC DISC COML 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized