Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 0 | 26,502 | +26,502 | 0 | 2,556 | 1.48% | +2,556 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 0 | 23,790 | +23,790 | 0 | 2,223 | 1.29% | +2,223 |
| SELECT SECTOR SPDR TR ST STR MATER ETF | 0 | 25,471 | +25,471 | 0 | 2,190 | 1.27% | +2,190 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 0 | 14,282 | +14,282 | 0 | 2,085 | 1.21% | +2,085 |
| ISHARES TR | 5,229 | 29,767 | +24,538 | 411 | 2,348 | 1.36% | +1,937 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 17,005 | 37,314 | +20,309 | 822 | 1,859 | 1.07% | +1,037 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 0 | 4,832 | +4,832 | 0 | 998 | 0.58% | +998 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 4,501 | 11,402 | +6,901 | 593 | 1,494 | 0.86% | +901 |
| ISHARES TR | 0 | 9,080 | +9,080 | 0 | 772 | 0.45% | +772 |
| LITMAN GREGORY FDS TR IMGP DBI MAN ETF | 0 | 30,066 | +30,066 | 0 | 759 | 0.44% | +759 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 57,100 | 57,899 | +799 | 4,322 | 4,565 | 2.64% | +243 |
| PHILIP MORRIS INTL INC(PM) | 0 | 1,392 | +1,392 | 0 | 221 | 0.13% | +221 |
| INTEL CORP(INTC) | 0 | 9,395 | +9,395 | 0 | 213 | 0.12% | +213 |
| ABBOTT LABS | 0 | 1,514 | +1,514 | 0 | 201 | 0.12% | +201 |
| ELI LILLY & CO(LLY) | 3,181 | 3,115 | -66 | 2,456 | 2,573 | 1.49% | +117 |
| EXELON CORP(EXC) | 10,959 | 10,717 | -242 | 412 | 494 | 0.29% | +81 |
| ALTRIA GROUP INC(MO) | 9,871 | 9,644 | -227 | 516 | 579 | 0.33% | +63 |
| AMERISERV FINL INC | 801,830 | 902,355 | +100,525 | 2,149 | 2,193 | 1.27% | +44 |
| MCDONALDS CORP(MCD) | 1,359 | 1,346 | -13 | 394 | 420 | 0.24% | +26 |
| DUKE ENERGY CORP NEW(DUK) | 3,091 | 2,888 | -203 | 333 | 352 | 0.20% | +19 |
| NETFLIX INC(NFLX) | 347 | 347 | 0 | 309 | 324 | 0.19% | +14 |
| NUCOR CORP(NUE) | 2,504 | 2,459 | -45 | 292 | 296 | 0.17% | +4 |
| BLACKROCK MUNIYIELD FD INC | 22,375 | 22,375 | 0 | 232 | 236 | 0.14% | +4 |
| NUVEEN PENNSYLVANIA QLT MUN | 33,281 | 33,281 | 0 | 372 | 373 | 0.22% | +1 |
| NUVEEN QUALITY MUNCP INCOME(NAD) | 15,504 | 15,504 | 0 | 181 | 179 | 0.10% | -2 |
| ISHARES TR | 49,521 | 48,493 | -1,028 | 2,551 | 2,547 | 1.47% | -4 |
| META PLATFORMS INC(META) | 640 | 639 | -1 | 375 | 368 | 0.21% | -6 |
| PROCTER AND GAMBLE CO(PG) | 1,376 | 1,313 | -63 | 231 | 224 | 0.13% | -7 |
| ISHARES TR | 90,560 | 89,226 | -1,334 | 4,682 | 4,673 | 2.70% | -9 |
| BANK AMERICA CORP | 4,895 | 4,895 | 0 | 215 | 204 | 0.12% | -11 |
| INTUITIVE SURGICAL INC | 646 | 642 | -4 | 337 | 318 | 0.18% | -19 |
| BOEING CO(BA) | 3,335 | 3,318 | -17 | 590 | 566 | 0.33% | -24 |
| ISHARES TR | 1,163 | 1,163 | 0 | 685 | 653 | 0.38% | -31 |
| COSTCO WHSL CORP NEW(COST) | 1,360 | 1,282 | -78 | 1,246 | 1,212 | 0.70% | -34 |
| DANAHER CORPORATION(DHR) | 1,374 | 1,311 | -63 | 315 | 269 | 0.16% | -47 |
| PNC FINL SVCS GROUP INC(PNC) | 2,860 | 2,841 | -19 | 552 | 499 | 0.29% | -52 |
| F N B CORP(FNB) | 31,329 | 30,438 | -891 | 463 | 409 | 0.24% | -54 |
| ALPHABET INC(GOOG) | 1,596 | 1,592 | -4 | 304 | 249 | 0.14% | -55 |
| SHERWIN WILLIAMS CO(SHW) | 1,186 | 994 | -192 | 403 | 347 | 0.20% | -56 |
| PEPSICO INC(PEP) | 3,243 | 2,912 | -331 | 493 | 437 | 0.25% | -57 |
| EXXON MOBIL CORP | 3,118 | 2,289 | -829 | 335 | 272 | 0.16% | -63 |
| WALMART INC(WMT) | 9,922 | 9,475 | -447 | 896 | 832 | 0.48% | -65 |
| ISHARES TR | 231,637 | 223,516 | -8,121 | 21,415 | 21,317 | 12.33% | -98 |
| AMAZON COM INC(AMZN) | 2,818 | 2,710 | -108 | 618 | 516 | 0.30% | -103 |
| JPMORGAN CHASE & CO.(JPM) | 2,059 | 1,540 | -519 | 494 | 378 | 0.22% | -116 |
| HOME DEPOT INC(HD) | 949 | 630 | -319 | 369 | 231 | 0.13% | -138 |
| SPDR S&P 500 ETF TR(SPY) | 3,295 | 3,184 | -111 | 1,931 | 1,781 | 1.03% | -150 |
| PROSHARES TR PSHS ULT S&P 500 | 13,879 | 13,488 | -391 | 1,284 | 1,117 | 0.65% | -167 |
| VISA INC(V) | 2,960 | 2,139 | -821 | 935 | 750 | 0.43% | -186 |
| CHEVRON CORP NEW(CVX) | 1,473 | 0 | -1,473 | 213 | 0 | — | -213 |
| BROADCOM INC(AVGO) | 925 | 0 | -925 | 214 | 0 | — | -214 |
| SOUTHERN CO(SO) | 2,711 | 0 | -2,711 | 223 | 0 | — | -223 |
| BERKSHIRE HATHAWAY INC DEL | 506 | 0 | -506 | 229 | 0 | — | -229 |
| ISHARES TR | 169,577 | 163,884 | -5,693 | 19,595 | 19,360 | 11.19% | -234 |
| PROSHARES TR PSHS ULTRA QQQ | 12,057 | 11,609 | -448 | 1,305 | 1,032 | 0.60% | -273 |
| PRUDENTIAL FINL INC(PFH) | 2,547 | 0 | -2,547 | 302 | 0 | — | -302 |
| ABBVIE INC(ABBV) | 1,882 | 0 | -1,882 | 334 | 0 | — | -334 |
| ALPHABET INC(GOOG) | 3,203 | 1,708 | -1,495 | 606 | 264 | 0.15% | -342 |
| INVESCO QQQ TR | 857 | 0 | -857 | 438 | 0 | — | -438 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | 128,226 | 119,233 | -8,993 | 7,460 | 6,998 | 4.05% | -462 |
| CISCO SYS INC(CSCO) | 8,904 | 0 | -8,904 | 527 | 0 | — | -527 |
| MICROSOFT CORP(MSFT) | 3,404 | 2,370 | -1,034 | 1,435 | 890 | 0.51% | -545 |
| VANGUARD WORLD FD INF TECH ETF | 2,290 | 1,209 | -1,081 | 1,424 | 656 | 0.38% | -768 |
| APPLE INC(AAPL) | 12,956 | 10,758 | -2,198 | 3,244 | 2,390 | 1.38% | -855 |
| ISHARES TR | 4,598 | 0 | -4,598 | 1,016 | 0 | — | -1,016 |
| VANGUARD ADMIRAL FDS INC | 13,710 | 11,133 | -2,577 | 5,019 | 3,724 | 2.15% | -1,295 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 8,360 | 0 | -8,360 | 1,465 | 0 | — | -1,465 |
| VANGUARD INDEX FDS | 96,626 | 97,112 | +486 | 52,063 | 49,907 | 28.86% | -2,156 |
| VANGUARD SCOTTSDALE FDS LONG TERM TREAS | 278,411 | 227,605 | -50,806 | 15,410 | 13,112 | 7.58% | -2,298 |
| NVIDIA CORPORATION(NVDA) | 44,774 | 34,058 | -10,716 | 6,013 | 3,691 | 2.13% | -2,321 |
| ISHARES TR CORE DIVID ETF | 61,843 | 5,194 | -56,649 | 2,931 | 252 | 0.15% | -2,679 |
| INVESCO EXCH TRADED FD TR II | 80,505 | 0 | -80,505 | 3,889 | 0 | — | -3,889 |
| LIVE OAK BANCSHARES INC(LOB) | 112,344 | 0 | -112,344 | 4,443 | 0 | — | -4,443 |