Fund HoldingsPHILADELPHIA TRUST CO

Total Portfolio Value
$1.29M
Total Bought
$128.5K
Total Sold
$105.0K
Net Transaction
+$23.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORP(NVDA)146,5011,351,640+1,205,13913216712.98%+35
APPLE INC(AAPL)0315,235+315,2350665.16%+66
ALPHABET INC CL A(GOOG)250,977250,956-2138463.55%+8
PALO ALTO NETWORKS INC.(PANW)68,86576,991+8,12620262.03%+7
FREEPORT MCMORAN INC(FCX)0129,756+129,756060.49%+6
COHERENT CORP(COHR)230,050270,638+40,58814201.52%+6
BROADCOM INC(AVGO)17,70317,487-21623282.18%+5
MICROSOFT CORP(MSFT)150,927150,192-73563675.22%+4
VERINT SYS INC0105,000+105,000030.26%+3
ISHARES TR72811,946+11,218040.28%+3
CADRE HLDGS INC(CDRE)80,828182,008+101,180360.47%+3
AMAZON COM INC(AMZN)84,01594,571+10,55615181.42%+3
HARMONIC INC(HLIT)0265,000+265,000030.24%+3
COTERRA ENERGY INC212,591318,657+106,066680.66%+3
GOLDMAN SACHS GROUP INC(GS)59,20860,209+1,00125272.12%+3
LAMB WESTON HLDGS INC(LW)024,957+24,957020.16%+2
L3 HARRIS TECHNOLOGIES INC(LHX)136,857139,189+2,33229312.43%+2
ALPHABET INC CL C(GOOG)65,17264,891-28110120.92%+2
NEWMONT CORP(NEM)0266,107+266,1070110.87%+11
LEONARDO DRS INC(DRS)523,255525,576+2,32112131.04%+2
PERMIAN RESOURCES CORP(PR)185,000313,500+128,500350.39%+2
VANGUARD INDEX FDS26,91129,291+2,38013151.14%+2
HONEYWELL INTERNATIONAL INC(HON)64,00769,386+5,37913151.15%+2
QUALCOMM INC(QCOM)41,76042,799+1,039790.66%+1
GE AEROSPACE(GE)09,025+9,025010.11%+1
AMGEN INC(AMGN)040,009+40,0090130.97%+13
RTX CORPORATION(RTX)282,318286,217+3,89928292.23%+1
ORACLE CORP(ORCL)21,83526,635+4,800340.29%+1
META PLATFORMS INC(META)39,56239,955+39319201.57%+1
BANK OF AMERICA CORP233,533245,411+11,8789100.76%+1
BWX TECHNOLOGIES INC(BWXT)155,750176,705+20,95516171.30%+1
VANGUARD TOTAL STOCK MARKET ETF34,94036,865+1,9259100.77%+1
VERTIV HOLDINGS CO(VRT)380,162366,202-13,96031322.46%+1
CITIGROUP INC(C)010,207+10,207010.05%+1
ISHARES TR
CORE MSCI EAFE
017,370+17,370010.10%+1
TIDEWATER INC NEW(TDW)124,704126,751+2,04711120.94%+1
ELI LILLY & CO(LLY)4,2444,254+10340.30%+1
OPTION CARE HEALTH INC(OPCH)65,00097,600+32,600230.21%+1
BURKE HERBERT FINL SVCS CORP(BHRB)09,858+9,858010.04%+1
VIATRIS INC(VTRS)410,123506,559+96,436550.42%0
ISHARES TR04,743+4,743010.07%+1
GE VERNOVA INC(GEV)02,252+2,252000.03%0
TJX COMPANIES(TJX)64,28962,665-1,624770.54%0
DUKE ENERGY CORP(DUK)76,56577,631+1,066780.60%0
PHILIP MORRIS INTERNATIONAL(PM)33,89533,948+53330.27%0
SPROTT PHYSICAL SILVER TR(PSLV)0140,226+140,226010.11%+1
ISHARES INC
CORE MSCI EMKT
09,984+9,984010.04%+1
DIAMONDBACK ENERGY INC(FANG)54,15555,112+95711110.86%0
AT&T INC(T)0155,571+155,571030.23%+3
VANGUARD WORLD FD35,18532,835-2,35010100.80%0
ISHARES TR0899+899000.02%0
CARPENTER TECHNOLOGY CORP(CRS)01,965+1,965000.02%0
TESLA INC(TSLA)01,074+1,074000.02%0
COSTCO WHSL CORP NEW(COST)01,687+1,687010.11%+1
ROCKWELL AUTOMATION INC(ROK)61,95166,101+4,15018181.41%0
IQVIA HOLDINGS INC(IQV)88,634106,682+18,04822231.75%0
SPROTT PHYSICAL GOLD & SILVE(CEF)0102,425+102,425020.18%+2
PEABODY ENERGY CORP(BTU)53,33163,989+10,658110.11%0
JP MORGAN CHASE & CO(JPM)38,06438,263+199880.60%0
NOVO-NORDISK A S SPONS ADR(NVO)7,5007,5000110.08%0
REGENERON PHARMACEUTICALS(REGN)01,165+1,165010.10%+1
SOUTHERN CO(SO)015,570+15,570010.09%+1
AGNICO EAGLES MINES LTD(AEM)8,7639,325+562110.05%0
VANGUARD WORLD FD
INF TECH ETF
427519+92000.02%0
CONSOLIDATED EDISON INC(ED)014,891+14,891010.10%+1
KLA CORP(KLAC)0560+560000.04%0
AMERICAN EXPRESS CO(AXP)3,3573,595+238110.06%0
ISHARES TR2,9382,9380220.12%0
READY CAPITAL CORP20,00030,000+10,000000.02%0
SPDR S&P 500 ETF TRUST(SPY)02,783+2,783020.12%+2
ELDORADO GOLD CORP NEW(EGO)081,171+81,171010.09%+1
EXXON MOBIL CORPORATION54,71255,648+936660.50%0
SHELL PLC(SHEL)08,350+8,350010.05%+1
ASTRAZENECA PLC(AZN)03,898+3,898000.02%0
PRIMO WATER CORP010,000+10,000000.02%0
FRONTLINE PLC(FRO)015,227+15,227000.03%0
NEXTERA ENERGY INC(NEE)05,100+5,100000.03%0
PALANTIR TECHNOLOGIES INC(PLTR)9,2509,750+500000.02%0
IRON MTN INC DEL(IRM)03,500+3,500000.02%0
COCA COLA CO(KO)018,302+18,302010.09%+1
ANALOG DEVICES INC(ADI)01,081+1,081000.02%0
TETRA TECH INC NEW(TTEK)01,500+1,500000.02%0
EATON CORP PLC(ETN)2,5092,594+85110.06%0
INVESCO QQQ TR0802+802000.03%0
PARKE BANCORP INC0162,435+162,435030.22%+3
CARRIER GLOBAL CORP(CARR)05,402+5,402000.03%0
MODERNA INC(MRNA)02,180+2,180000.02%0
NOVARTIS AG(NVS)02,714+2,714000.02%0
LEIDOS HOLDINGS INC(LDOS)1,6101,6100000.02%0
PUBLIC SVC ENTERPRISE GRP IN(PEG)03,366+3,366000.02%0
S&T BANCORP INC(STBA)017,225+17,225010.04%+1
ALTRIA GROUP INC(MO)017,983+17,983010.06%+1
HANCOCK JOHN PFD INCOME FD I52,30052,3000110.06%0
PBF ENERGY INC(PBF)4,1525,607+1,455000.02%0
CONSTELLATION ENERGY CORP(CEG)1,0841,0840000.02%0
HUMACYTE INC010,000+10,000000.00%0
ISHARES TR6166160000.02%0
S&P GLOBAL INC(SPGI)0845+845000.03%0
AFLAC INC(AFL)03,900+3,900000.03%0
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
2,5012,5010000.02%0
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