Fund HoldingsPHILADELPHIA TRUST CO

Total Portfolio Value
$1.36M
Total Bought
$42.9K
Total Sold
$132.3K
Net Transaction
-$89.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORP(NVDA)01,288,397+1,288,397017312.69%+173
AMAZON COM INC(AMZN)99,107111,891+12,78418251.80%+6
DR HORTON INC(DHI)038,241+38,241050.39%+5
BROADCOM INC(AVGO)172,652151,404-21,24830352.57%+5
AT&T INC(T)160,421348,999+188,578480.58%+4
GOLDMAN SACHS GROUP INC(GS)58,96758,375-59229332.45%+4
NEUROCRINE BIOSCIENCES INC(NBIX)6,72536,410+29,685150.36%+4
ALPHABET INC CL A(GOOG)0239,673+239,6730453.33%+45
VERTIV HOLDINGS CO(VRT)354,666338,396-16,27035382.82%+3
VANGUARD ADMIRAL FDS INC08,842+8,842030.24%+3
ALKERMES PLC(ALKS)0100,000+100,000030.21%+3
APPLE INC(AAPL)316,932305,352-11,58074765.61%+3
ADOBE INC(ADBE)14,61622,531+7,9158100.73%+2
HARMONIC INC(HLIT)418,805624,390+205,585680.61%+2
LEONARDO DRS INC(DRS)531,281522,894-8,38715171.24%+2
SALESFORCE.COM(CRM)40,79738,488-2,30911130.94%+2
HONEYWELL INTERNATIONAL INC(HON)070,909+70,9090161.17%+16
PAYPAL HOLDINGS INC(PYPL)162,612166,107+3,49513141.04%+1
PEAPACK-GLADSTONE FINL CORP331,640326,735-4,9059100.77%+1
PALO ALTO NETWORKS INC.(PANW)0150,385+150,3850272.01%+27
ALPHABET INC CL C(GOOG)059,842+59,8420110.84%+11
COHERENT CORP(COHR)269,768264,453-5,31524251.84%+1
GRAYSCALE BITCOIN TR BTC(GBTC)021,620+21,620020.12%+2
GILEAD SCIENCES INC COM(GILD)86,18285,437-745780.58%+1
JP MORGAN CHASE & CO(JPM)37,81735,965-1,852890.63%+1
BWX TECHNOLOGIES INC(BWXT)178,420179,461+1,04119201.47%+1
VANGUARD WORLD FD32,83532,500-33511110.82%+1
PALANTIR TECHNOLOGIES INC(PLTR)012,000+12,000010.07%+1
COTERRA ENERGY INC0317,512+317,512080.59%+8
BANK OF AMERICA CORP0216,125+216,125090.70%+9
VISA INC CL A(V)022,660+22,660070.53%+7
EQT CORP(EQT)07,100+7,100000.02%0
PRIMO WATER CORP(PRMB)010,000+10,000000.02%0
VANGUARD INDEX FDS29,28629,248-3815161.16%0
ROCKWELL AUTOMATION INC(ROK)063,222+63,2220181.33%+18
VERINT SYS INC0106,800+106,800030.22%+3
PERMIAN RESOURCES CORP(PR)0321,750+321,750050.34%+5
VANGUARD TOTAL STOCK MARKET ETF36,93236,865-6710110.78%0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
02,000+2,000000.02%0
TAKE TWO INTERACTIVE SOFTWARE(TTWO)01,108+1,108000.01%0
ISHARES BITCOIN TRUST ETF(IBIT)11,71111,7110010.05%0
KINROSS GOLD CORP(KGC)018,500+18,500000.01%0
GE VERNOVA INC(GEV)2,2522,2520110.05%0
TESLA INC(TSLA)01,151+1,151000.03%0
CHENIERE ENERGY INC(LNG)1,2051,770+565000.03%0
CITIGROUP INC(C)011,507+11,507010.06%+1
DONEGAL GROUP INC260,815258,565-2,250440.29%0
BRISTOL MYERS SQUIBB CO(BMY)26,45026,4500110.11%0
EMERSON ELECTRIC(EMR)07,390+7,390010.07%+1
INVESCO QQQ TR0952+952000.04%0
A2Z CUST2MATE SOLUTIONS CORP016,184+16,184000.01%0
INTUITIVE MACHINES INC(LUNR)010,000+10,000000.01%0
GRAYSCALE ETHEREUM TR ETH(ETHE)17,07516,675-400000.03%0
ISHARES TR11,94611,9460440.28%0
AMERICAN EXPRESS CO(AXP)03,595+3,595010.08%+1
PNC FINANCIAL SERVICES GROUP(PNC)8,0528,0520120.11%0
FORTINET INC(FTNT)03,650+3,650000.03%0
EMBASSY BANCORP INC61,67561,425-250110.07%0
ALPS ETF TR
ALERIAN MLP
042,553+42,553020.15%+2
BLACKSTONE INC(BX)02,153+2,153000.03%0
SOUTHERN COPPER CORP(SCCO)4,8466,600+1,754110.04%0
BOEING COMPANY(BA)01,567+1,567000.02%0
OCCIDENTAL PETE CORP(OXY)06,190+6,190000.02%0
ENTERGY CORP NEW(ETR)1,5333,066+1,533000.02%0
WISDOMTREE TR(WT)03,757+3,757000.02%0
SPDR S&P 500 ETF TRUST(SPY)02,787+2,787020.12%+2
AMERIPRISE FINL INC(AMP)0550+550000.02%0
AUTOMATIC DATA PROCESSING INC01,710+1,710010.04%+1
BANK NEW YORK MELLON CORP5,5005,5000000.03%0
CUMMINS INC(CMI)01,130+1,130000.03%0
CROSSAMERICA PARTNERS LP(CAPL)21,00021,0000000.03%0
ISHARES TR02,938+2,938020.13%+2
READY CAPITAL CORP037,000+37,000000.02%0
ALTRIA GROUP INC(MO)015,311+15,311010.06%+1
CARPENTER TECHNOLOGY CORP(CRS)01,965+1,965000.02%0
MPLX LP(MPLX)05,620+5,620000.02%0
HOWMET AEROSPACE INC(HWM)2,0002,0000000.02%0
CISCO SYSTEMS INC(CSCO)07,283+7,283000.03%0
ISHARES TR01,826+1,826000.02%0
DEERE & CO.(DE)01,963+1,963010.06%+1
ISHARES TR0616+616000.02%0
BURKE HERBERT FINL SVCS CORP(BHRB)09,858+9,858010.05%+1
CME GROUP INC(CME)01,455+1,455000.02%0
ESSA BANCORP INC051,859+51,859010.07%+1
ISHARES TR
MSCI USA QLT FCT
02,156+2,156000.03%0
VANGUARD INDEX FDS7837830000.02%0
PAYCHEX INC(PAYX)1,5001,5000000.02%0
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
02,501+2,501000.02%0
AUTOZONE INC(AZO)0118+118000.03%0
PENTAIR PLC(PNR)2,3992,3990000.02%0
RPM INTL INC(RPM)03,000+3,000000.03%0
VANGUARD INDEX FDS16,35516,3550440.32%0
REPUBLIC SVCS INC(RSG)01,445+1,445000.02%0
MFS INTER INCOME TRUST(MIN)016,100+16,100000.00%0
VANGUARD WHITEHALL FDS01,765+1,765000.02%0
MFS CHARTER INCOME TRUST012,000+12,000000.01%0
HUMACYTE INC010,000+10,000000.00%0
ISHARES TR04,743+4,743010.08%+1
COMPUGEN LTD015,000+15,000000.00%0
VANGUARD INDEX FDS01,297+1,297000.02%0
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