Fund HoldingsPHILADELPHIA TRUST CO

Total Portfolio Value
$1.38M
Total Bought
$96.3K
Total Sold
$62.3K
Net Transaction
+$34.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC-CL B0109,289+109,2890503.65%+50
APPLE INC(AAPL)315,235316,932+1,69766745.36%+7
NIKE INC(NKE)086,217+86,217080.55%+8
IBM CORPORATION(IBM)0147,769+147,7690332.37%+33
ABBVIE INC(ABBV)0207,765+207,7650412.98%+41
COHERENT CORP(COHR)270,638269,768-87020241.74%+4
ABBOTT LABS INC0299,250+299,2500342.48%+34
TENABLE HLDGS INC(TENB)0100,000+100,000040.29%+4
PAYPAL HOLDINGS INC(PYPL)0162,612+162,6120130.92%+13
RTX CORPORATION(RTX)286,217268,874-17,34329332.36%+4
VERTIV HOLDINGS CO(VRT)366,202354,666-11,53632352.56%+4
IQVIA HOLDINGS INC(IQV)106,682109,770+3,08823261.89%+3
MEDTRONIC PLC(MDT)0250,345+250,3450231.64%+23
HARMONIC INC(HLIT)265,000418,805+153,805360.44%+3
NEWMONT CORP(NEM)266,107258,895-7,21211141.00%+3
BWX TECHNOLOGIES INC(BWXT)176,705178,420+1,71517191.41%+3
L3 HARRIS TECHNOLOGIES INC(LHX)139,189141,238+2,04931342.44%+2
GENERAL DYNAMICS CORP(GD)07,550+7,550020.17%+2
GILEAD SCIENCES INC COM(GILD)086,182+86,182070.52%+7
GOLDMAN SACHS GROUP INC(GS)60,20958,967-1,24227292.12%+2
FREEPORT MCMORAN INC(FCX)129,756161,414+31,658680.58%+2
BROADCOM INC(AVGO)17,487172,652+155,16528302.16%+2
LEONARDO DRS INC(DRS)525,576531,281+5,70513151.09%+2
PEAPACK-GLADSTONE FINL CORP0331,640+331,640090.66%+9
REGENERON PHARMACEUTICALS(REGN)1,1652,415+1,250130.18%+1
CATERPILLAR INC DEL(CAT)029,241+29,2410110.83%+11
ORACLE CORP(ORCL)26,63529,325+2,690450.36%+1
CAVA GROUP INC(CAVA)09,900+9,900010.09%+1
ILLINOIS TOOL WORKS(ITW)06,972+6,972020.13%+2
SALESFORCE.COM(CRM)040,797+40,7970110.81%+11
DUKE ENERGY CORP(DUK)77,63176,146-1,485890.64%+1
ADVANCED MICRO DEVICES INC(AMD)05,855+5,855010.07%+1
VANGUARD INDEX FDS29,29129,286-515151.12%+1
CADRE HLDGS INC(CDRE)182,008182,018+10670.50%+1
MP MATERIALS CORP(MP)0160,502+160,502030.21%+3
JOHNSON CTLS INTL PLC
SHS
010,046+10,046010.06%+1
NEUROCRINE BIOSCIENCES INC(NBIX)06,725+6,725010.06%+1
SPROTT PHYSICAL GOLD TR(PHYS)0498,430+498,4300100.74%+10
VIATRIS INC(VTRS)506,559525,518+18,959560.44%+1
MERCK & CO INC(MRK)057,291+57,291070.47%+7
PHILIP MORRIS INTERNATIONAL(PM)33,94833,243-705340.29%+1
VANGUARD TOTAL STOCK MARKET ETF36,86536,932+6710100.76%+1
ELANCO ANIMAL HEALTH INC(ELAN)0352,362+352,362050.38%+5
ACCENTURE PLC IRELAND
SHS CLASS A
01,658+1,658010.04%+1
PARKE BANCORP INC162,435162,4350330.25%+1
AT&T INC(T)155,571160,421+4,850340.26%+1
STAG INDL INC(STAG)0161,398+161,398060.46%+6
GABELLI EQUITY TR INC(GAB)01,209,969+1,209,969070.48%+7
PFIZER INC(PFE)038,582+38,582010.08%+1
JOHNSON & JOHNSON(JNJ)030,313+30,313050.36%+5
LEIDOS HOLDINGS INC(LDOS)1,6104,110+2,500010.05%0
RIO TINTO PLC(RIO)06,115+6,115000.03%0
ISHARES BITCOIN TRUST ETF(IBIT)011,711+11,711000.03%0
META PLATFORMS INC(META)39,95535,924-4,03120211.49%0
BANK NEW YORK MELLON CORP05,500+5,500000.03%0
BIOGEN INC(BIIB)02,000+2,000000.03%0
DONEGAL GROUP INC0260,815+260,815040.28%+4
VERIZON COMMUNICATIONS(VZ)0257,888+257,8880120.84%+12
GRAYSCALE ETHEREUM TR ETH(ETHE)017,075+17,075000.03%0
VANGUARD INDEX FDS016,355+16,355040.31%+4
KRAFT HEINZ CO(KHC)0101,149+101,149040.26%+4
ADOBE INC(ADBE)014,616+14,616080.55%+8
GE AEROSPACE(GE)9,0259,0250120.12%0
TRUIST FINL CORP(TFC)06,252+6,252000.02%0
COLGATE-PALMOLIVE(CL)094,166+94,1660100.71%+10
VANGUARD WORLD FD32,83532,835010110.77%0
BRISTOL MYERS SQUIBB CO(BMY)026,450+26,450010.10%+1
THERMO FISHER SCIENTIFIC INC(TMO)0398+398000.02%0
ILLUMINA INC(ILMN)013,010+13,010020.12%+2
PNC FINANCIAL SERVICES GROUP(PNC)08,052+8,052010.11%+1
JP MORGAN CHASE & CO(JPM)38,26337,817-446880.58%0
PENTAIR PLC(PNR)02,399+2,399000.02%0
SOUTHERN COPPER CORP(SCCO)04,846+4,846010.04%+1
SHERWIN WILLIAMS CO(SHW)0600+600000.02%0
CHENIERE ENERGY INC(LNG)01,205+1,205000.02%0
CROSSAMERICA PARTNERS LP(CAPL)021,000+21,000000.03%0
SPDR SER TR
ST STR DOW REIT
02,023+2,023000.02%0
ISHARES TR
MSCI INDIA ETF
03,570+3,570000.02%0
VANGUARD INDEX FDS0783+783000.02%0
BARRICK GOLD CORP077,621+77,621020.11%+2
CAPRI HOLDINGS LIMITED
SHS
030,317+30,317010.09%+1
ENTERGY CORP NEW(ETR)01,533+1,533000.01%0
ISHARES TR11,94611,9460440.27%0
HOWMET AEROSPACE INC(HWM)02,000+2,000000.01%0
PAYCHEX INC(PAYX)01,500+1,500000.01%0
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,136+2,136000.01%0
MASTERCARD INCORPORATED(MA)0406+406000.01%0
AMAZON COM INC(AMZN)94,57199,107+4,53618181.34%0
GE VERNOVA INC(GEV)2,2522,2520010.04%0
ISHARES TR
CORE MSCI EAFE
17,37018,421+1,051110.10%0
CENOVUS ENERGY INC(CVE)010,440+10,440000.01%0
ISHARES TR020,351+20,351030.22%+3
COCA COLA CO(KO)18,30218,601+299110.10%0
COSTCO WHSL CORP NEW(COST)1,6871,808+121120.12%0
ISHARES TR034,385+34,385020.16%+2
AMERICAN TOWER CORP REIT(AMT)01,913+1,913000.03%0
UNITEDHEALTH GROUP INC(UNH)0951+951010.04%+1
PEABODY ENERGY CORP(BTU)63,98958,969-5,020120.11%0
EMBASSY BANCORP INC061,675+61,675010.07%+1
S&T BANCORP INC(STBA)17,22517,2250110.05%0
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