Fund HoldingsPHILADELPHIA TRUST CO

Total Portfolio Value
$1.07M
Total Bought
$59.9K
Total Sold
$87.5K
Net Transaction
-$27.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PALO ALTO NETWORKS INC.(PANW)14,00052,532+38,5323151.45%+12
NVIDIA CORP(NVDA)0153,205+153,2050767.12%+76
MICROSOFT CORP(MSFT)0152,055+152,0550575.37%+57
APPLE INC(AAPL)0333,915+333,9150646.04%+64
L3 HARRIS TECHNOLOGIES INC(LHX)0131,396+131,3960282.60%+28
VERTIV HOLDINGS CO(VRT)401,292385,542-15,75015191.74%+4
ADOBE INC(ADBE)19,80722,902+3,09510141.28%+4
IBM CORPORATION(IBM)141,852142,695+84320232.19%+3
RTX CORPORATION(RTX)0272,604+272,6040232.15%+23
INTEL CORP(INTC)140,402165,152+24,750580.78%+3
ABBOTT LABS INC0279,353+279,3530312.89%+31
IQVIA HOLDINGS INC(IQV)088,520+88,5200201.92%+20
VANGUARD INDEX FDS22,85126,851+4,0009121.10%+3
GOLDMAN SACHS GROUP INC(GS)056,956+56,9560222.06%+22
COLGATE-PALMOLIVE(CL)0197,919+197,9190161.48%+16
ALPHABET INC CL A(GOOG)249,565249,056-50933353.27%+2
PAYPAL HOLDINGS INC(PYPL)0142,858+142,858090.82%+9
AMAZON COM INC(AMZN)080,881+80,8810121.15%+12
SALESFORCE.COM(CRM)033,700+33,700090.83%+9
META PLATFORMS INC(META)040,375+40,3750141.34%+14
AMGEN INC(AMGN)35,11839,036+3,9189111.06%+2
ROCKWELL AUTOMATION INC(ROK)23,77527,563+3,788790.80%+2
LEONARDO DRS INC(DRS)515,030516,530+1,5009100.97%+2
NEWMONT CORP(NEM)0235,678+235,6780100.92%+10
CVS HEALTH CORP(CVS)110,884117,623+6,739890.87%+2
ELANCO ANIMAL HEALTH INC(ELAN)0290,306+290,306040.41%+4
CITIGROUP INC(C)026,427+26,427010.13%+1
DUKE ENERGY CORP(DUK)074,768+74,768070.68%+7
HONEYWELL INTERNATIONAL INC(HON)059,538+59,5380121.17%+12
VIATRIS INC(VTRS)61,982176,982+115,000120.18%+1
PEAPACK-GLADSTONE FINL CORP0334,834+334,8340100.94%+10
VERIZON COMMUNICATIONS(VZ)0277,395+277,3950100.98%+10
VANGUARD WORLD FD035,185+35,185090.86%+9
HAIN CELESTIAL GROUP INC0100,000+100,000010.10%+1
BANK OF AMERICA CORP0228,011+228,011080.72%+8
VANGUARD TOTAL STOCK MARKET ETF034,940+34,940080.78%+8
ABBVIE INC(ABBV)195,377193,087-2,29029302.81%+1
MEDTRONIC PLC(MDT)0244,411+244,4110201.89%+20
CAMPBELL SOUP CO(CPB)0121,866+121,866050.49%+5
STAG INDL INC(STAG)0148,365+148,365060.55%+6
ENCORE WIRE CORP52,09547,695-4,40010100.96%+1
OPTION CARE HEALTH INC(OPCH)020,000+20,000010.06%+1
JP MORGAN CHASE & CO(JPM)38,15236,354-1,798660.58%+1
PARKE BANCORP INC0162,435+162,435030.31%+3
VISA INC CL A(V)030,910+30,910080.76%+8
COHERENT CORP(COHR)0194,811+194,811080.80%+8
SPROTT PHYSICAL GOLD TR(PHYS)0546,587+546,587090.82%+9
BROADCOM INC(AVGO)23,69518,099-5,59620201.90%+1
CADRE HLDGS INC(CDRE)79,30379,3030230.24%0
CATERPILLAR INC DEL(CAT)030,293+30,293090.84%+9
BOEING COMPANY(BA)011,352+11,352030.28%+3
BERKSHIRE HATHAWAY INC-CL B0101,190+101,1900363.39%+36
VANGUARD SPECIALIZED FUNDS29,51129,398-113550.47%0
VANGUARD INDEX FDS016,760+16,760040.37%+4
GILEAD SCIENCES INC COM(GILD)083,841+83,841070.64%+7
QUALCOMM INC(QCOM)042,144+42,144060.57%+6
PNC FINANCIAL SERVICES GROUP(PNC)08,428+8,428010.12%+1
ALPHABET INC CL C(GOOG)66,39564,515-1,880990.85%0
PERRIGO CO PLC(PRGO)088,668+88,668030.27%+3
NIKE INC(NKE)037,285+37,285040.38%+4
CME GROUP INC(CME)01,455+1,455000.03%0
MERCK & CO INC(MRK)047,593+47,593050.49%+5
ELDORADO GOLD CORP NEW(EGO)081,804+81,804010.10%+1
ESSA BANCORP INC51,85951,8590110.10%0
CONSOLIDATED EDISON INC(ED)11,47613,641+2,165110.12%0
BARRICK GOLD CORP099,029+99,029020.17%+2
SMITH A O CORP(AOS)03,000+3,000000.02%0
ANALOG DEVICES INC(ADI)01,095+1,095000.02%0
ELI LILLY & CO(LLY)4,2304,264+34220.23%0
PUBLIC SVC ENTERPRISE GRP IN(PEG)03,401+3,401000.02%0
ISHARES INC
CORE MSCI EMKT
04,062+4,062000.02%0
TAKE TWO INTERACTIVE SOFTWAR(TTWO)01,243+1,243000.02%0
UNION PAC CORP(UNP)07,574+7,574020.17%+2
ISHARES TR06,753+6,753020.18%+2
MICROCHIP TECHNOLOGY INC(MCHP)013,998+13,998010.12%+1
NORFOLK SOUTHERN CORP(NSC)04,201+4,201010.09%+1
VALVOLINE INC(VVV)084,662+84,662030.30%+3
SUMMIT FINANCIAL GROUP19,54819,5480010.06%0
GENERAL ELECTRIC CORP(GE)8,8988,908+10110.11%0
SPDR S&P 500 ETF TRUST(SPY)03,392+3,392020.15%+2
ISHARES TR016,665+16,665010.12%+1
KRAFT HEINZ CO(KHC)0134,103+134,103050.47%+5
THE CIGNA GROUP(CI)10,16310,1630330.29%0
AT&T INC(T)0160,271+160,271030.25%+3
AMERICAN EXPRESS CO(AXP)03,357+3,357010.06%+1
ISHARES TR020,554+20,554020.21%+2
TJX COMPANIES(TJX)67,56865,289-2,279660.58%0
S&T BANCORP INC(STBA)17,22517,2250010.05%0
NOVO-NORDISK A S SPONS ADR(NVO)7,5007,5000110.07%0
AMERICAN TOWER CORP REIT(AMT)01,686+1,686000.03%0
ISHARES TR06,074+6,074010.06%+1
ZOETIS INC(ZTS)6,0575,771-286110.11%0
ALPS ETF TR
ALERIAN MLP
43,26644,778+1,512220.18%0
ILLINOIS TOOL WORKS(ITW)2,7052,675-30110.07%0
WP CAREY INC REIT(WPC)07,290+7,290000.04%0
DOW INC(DOW)0129,811+129,811070.67%+7
S&P GLOBAL INC(SPGI)0845+845000.03%0
KLA CORP(KLAC)0560+560000.03%0
OTIS WORLDWIDE CORP(OTIS)07,529+7,529010.06%+1
PPL CORPORATION(PPL)016,851+16,851000.04%0
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