Fund HoldingsPHILADELPHIA TRUST CO

Total Portfolio Value
$973.5K
Total Bought
$39.5K
Total Sold
$134.5K
Net Transaction
-$95.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ROCKWELL AUTOMATION INC(ROK)023,775+23,775070.70%+7
VERTIV HOLDINGS CO(VRT)408,140401,292-6,84810151.53%+5
ENCORE WIRE CORP34,39552,095+17,7006100.98%+3
MARATHON PETROLEUM CORPORATION(MPC)110,980103,037-7,94313161.60%+3
BWX TECHNOLOGIES INC(BWXT)128,850157,470+28,6209121.21%+3
AMERICAN CENTY ETF TR035,314+35,314020.21%+2
BROADCOM INC(AVGO)20,34923,695+3,34618202.02%+2
TIDEWATER INC NEW(TDW)137,750134,080-3,6708100.98%+2
IBM CORPORATION(IBM)135,926141,852+5,92618202.04%+2
VANGUARD INDEX FDS18,09622,851+4,755790.92%+2
CADRE HLDGS INC(CDRE)079,303+79,303020.22%+2
ABBVIE INC(ABBV)205,803195,377-10,42628292.99%+1
DEVON ENERGY CORPORATION(DVN)040,883+40,883020.20%+2
ALPHABET INC CL A(GOOG)263,538249,565-13,97332333.35%+1
DIAMONDBACK ENERGY INC(FANG)56,85354,359-2,494780.86%+1
LEONARDO DRS INC(DRS)441,483515,030+73,547890.88%+1
INTEL CORP(INTC)121,342140,402+19,060450.51%+1
ALPHABET INC CL C(GOOG)65,64066,395+755890.90%+1
AMGEN INC(AMGN)39,62435,118-4,506990.97%+1
EXXON MOBIL CORPORATION58,01458,367+353670.71%+1
VIATRIS INC(VTRS)061,982+61,982010.06%+1
ADOBE INC(ADBE)19,41219,807+3959101.04%+1
PBF ENERGY INC(PBF)011,227+11,227010.06%+1
CAPRI HOLDINGS LIMITED
SHS
43,07140,647-2,424220.22%+1
CVS HEALTH CORP(CVS)106,241110,884+4,643780.80%0
COTERRA ENERGY INC195,435197,291+1,856550.55%0
VANGUARD SPECIALIZED FUNDS26,01129,511+3,500450.47%0
CANADIAN NAT RES LTD(CNQ)05,255+5,255000.03%0
ILLUMINA INC(ILMN)14,71122,541+7,830330.32%0
AGNICO EAGLES MINES LTD(AEM)06,573+6,573000.03%0
ELI LILLY & CO(LLY)4,2254,230+5220.23%0
DUPONT DE NEMOURS INC(DD)02,970+2,970000.02%0
TJX COMPANIES(TJX)68,19867,568-630660.62%0
PALO ALTO NETWORKS INC.(PANW)12,00014,000+2,000330.34%0
BLACKSTONE INC(BX)02,000+2,000000.02%0
IRON MTN INC DEL(IRM)03,500+3,500000.02%0
ISHARES TR
CORE DIV GRWTH
04,145+4,145000.02%0
PEABODY ENERGY CORP(BTU)047,521+47,521010.13%+1
CHEVRON CORPORATION(CVX)19,17318,920-253330.33%0
CONSOLIDATED EDISON INC(ED)011,476+11,476010.10%+1
ALPS ETF TR
ALERIAN MLP
43,26643,2660220.19%0
REGENERON PHARMACEUTICALS(REGN)01,158+1,158010.10%+1
CELSIUS HOLDINGS INC(CELH)05,000+5,000010.09%+1
NEWELL BRANDS INC(NWL)177,757181,857+4,100220.17%0
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
066,019+66,019010.09%+1
TECK RESOURCES LTD(TECK)64,96865,478+510330.29%0
FRONTLINE PLC(FRO)019,388+19,388000.04%0
NOVO-NORDISK A S SPONS ADR(NVO)07,500+7,500010.07%+1
SOUTHERN CO(SO)019,545+19,545010.13%+1
THE CIGNA GROUP(CI)10,16310,1630330.30%0
CISCO SYSTEMS INC(CSCO)014,321+14,321010.08%+1
EMERSON ELECTRIC(EMR)07,496+7,496010.07%+1
COSTCO WHSL CORP NEW(COST)02,013+2,013010.12%+1
VALERO ENERGY CORP(VLO)01,740+1,740000.03%0
AUTOMATIC DATA PROCESSING INC01,852+1,852000.05%0
GSK PLC(GSK)71,14271,022-120330.26%0
EATON CORP PLC(ETN)02,991+2,991010.07%+1
SUMMIT FINANCIAL GROUP019,548+19,548000.05%0
SHELL PLC(SHEL)08,350+8,350010.06%+1
ORACLE CORP(ORCL)03,235+3,235000.04%0
DRAFTKINGS INC(DKNG)010,400+10,400000.03%0
COMCAST CORP NEW(CCZ)010,395+10,395000.05%0
AFLAC INC(AFL)04,044+4,044000.03%0
REPUBLIC FIRST BANCORP INC0370,000+370,000000.01%0
NEXTERA ENERGY INC(NEE)04,070+4,070000.02%0
CROSSAMERICA PARTNERS LP(CAPL)011,000+11,000000.02%0
UNITEDHEALTH GROUP INC(UNH)0777+777000.04%0
WESTERN UN CO(WU)011,200+11,200000.02%0
RPM INTL INC(RPM)03,155+3,155000.03%0
PRIMO WATER CORP010,000+10,000000.01%0
ITT INC(ITT)02,500+2,500000.03%0
SOUTHERN COPPER CORP(SCCO)03,000+3,000000.02%0
ZOETIS INC(ZTS)06,057+6,057010.11%+1
ILLINOIS TOOL WORKS(ITW)02,705+2,705010.06%+1
GENERAL ELECTRIC CORP(GE)08,898+8,898010.10%+1
FIRST BK WILLIAMSTOWN NEW JE
COM
015,000+15,000000.02%0
AUTOZONE INC(AZO)0115+115000.03%0
ESSA BANCORP INC051,859+51,859010.08%+1
NOVARTIS AG(NVS)02,714+2,714000.03%0
HUMACYTE INC010,000+10,000000.00%0
MFS INTER INCOME TRUST(MIN)016,100+16,100000.00%0
AMERIPRISE FINL INC(AMP)0620+620000.02%0
PFIZER INC(PFE)022,346+22,346010.08%+1
S&T BANCORP INC(STBA)017,225+17,225000.05%0
COMPUGEN LTD015,000+15,000000.00%0
JP MORGAN CHASE & CO(JPM)38,06238,152+90660.57%-0
SPDR SER TR
ST STR SP DIV
02,580+2,580000.03%0
SPROTT PHYSICAL SILVER TR(PSLV)0157,235+157,235010.12%+1
TYSON FOODS INC(TSN)08,641+8,641000.04%0
MFS CHARTER INCOME TRUST012,000+12,000000.01%0
INVESCO QQQ TR0802+802000.03%0
ISHARES TR
MSCI USA QLT FCT
03,000+3,000000.04%0
UNITED PARCEL SERVICE INC(UPS)01,305+1,305000.02%0
ISHARES TR
CORE HIGH DV ETF
06,417+6,417010.07%+1
A2Z SMART TECHNOLOGIES CORP015,465+15,465000.00%0
HOME DEPOT INC(HD)01,611+1,611000.05%0
TESLA INC(TSLA)01,053+1,053000.03%0
VANGUARD ADMIRAL FDS INC01,855+1,855000.05%0
VANGUARD INDEX FDS03,091+3,091000.04%0
ASTRAZENECA PLC(AZN)03,898+3,898000.03%0
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