Fund Holdings — PHILADELPHIA TRUST CO

Total Portfolio Value
$1.36M
Total Bought
$42.9K
Total Sold
$132.3K
Net Transaction
-$89.4K
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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NVIDIA CORP(NVDA)1,324,7381,288,397-36,34116117312.69%+12
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)253,947239,673-14,27442453.33%+3
VERTIV HOLDINGS CO(VRT)354,666338,396-16,27035382.82%+3
VANGUARD ADMIRAL FDS INC8428,842+8,000030.24%+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)70,05170,909+85814161.17%+2
PAYPAL HOLDINGS INC(PYPL)162,612166,107+3,49513141.04%+1
PEAPACK-GLADSTONE FINL CORP(PGC)331,640326,735-4,9059100.77%+1
PALO ALTO NETWORKS INC.(PANW)76,759150,385+73,62626272.01%+1
ALPHABET INC CL C(GOOG)61,61159,842-1,76910110.84%+1
COHERENT CORP(COHR)269,768264,453-5,31524251.84%+1
GRAYSCALE BITCOIN TR BTC(GBTC)13,62021,620+8,000120.12%+1
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)9,75012,000+2,250010.07%+1
COTERRA ENERGY INC318,247317,512-735880.59%0
BANK OF AMERICA CORP228,997216,125-12,872990.70%0
VISA INC CL A(V)24,76922,660-2,109770.53%0
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)66,26863,222-3,04618181.33%0
VERINT SYS INC105,800106,800+1,000330.22%0
PERMIAN RESOURCES CORP(PR)321,750321,7500450.34%0
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)1,1491,151+2000.03%0
CHENIERE ENERGY INC(LNG)1,2051,770+565000.03%0
CITIGROUP INC(C)10,36211,507+1,145110.06%0
DONEGAL GROUP INC(DGICA)260,815258,565-2,250440.29%0
BRISTOL MYERS SQUIBB CO(BMY)26,45026,4500110.11%0
EMERSON ELECTRIC(EMR)7,3907,3900110.07%0
INVESCO QQQ TR777952+175000.04%0
A2Z CUST2MATE SOLUTIONS CORP016,184+16,184000.01%0
INTUITIVE MACHINES INC(LUNR)10,00010,0000000.01%0
GRAYSCALE ETHEREUM TR ETH(ETHE)17,07516,675-400000.03%0
ISHARES TR11,94611,9460440.28%0
AMERICAN EXPRESS CO(AXP)3,6113,595-16110.08%0
PNC FINANCIAL SERVICES GROUP(PNC)8,0528,0520120.11%0
FORTINET INC(FTNT)3,6503,6500000.03%0
EMBASSY BANCORP INC(EMYB)61,67561,425-250110.07%0
ALPS ETF TR
ALERIAN MLP
42,52942,553+24220.15%0
BLACKSTONE INC(BX)2,1572,153-4000.03%0
SOUTHERN COPPER CORP(SCCO)4,8466,600+1,754110.04%0
BOEING COMPANY(BA)1,5671,5670000.02%0
OCCIDENTAL PETE CORP(OXY)5,3156,190+875000.02%0
ENTERGY CORP NEW(ETR)1,5333,066+1,533000.02%0
WISDOMTREE TR(WT)3,2983,757+459000.02%0
SPDR S&P 500 ETF TRUST(SPY)2,7962,787-9220.12%0
AMERIPRISE FINL INC(AMP)564550-14000.02%0
AUTOMATIC DATA PROCESSING INC1,7101,7100010.04%0
BANK NEW YORK MELLON CORP5,5005,5000000.03%0
CUMMINS INC(CMI)1,1301,1300000.03%0
CROSSAMERICA PARTNERS LP(CAPL)21,00021,0000000.03%0
ISHARES TR2,9542,938-16220.13%0
READY CAPITAL CORP(RC)30,00037,000+7,000000.02%0
ALTRIA GROUP INC(MO)15,31115,3110110.06%0
CARPENTER TECHNOLOGY CORP(CRS)1,9651,9650000.02%0
MPLX LP(MPLX)5,6205,6200000.02%0
HOWMET AEROSPACE INC(HWM)2,0002,0000000.02%0
CISCO SYSTEMS INC(CSCO)7,7837,283-500000.03%0
ISHARES TR1,8261,8260000.02%0
DEERE & CO.(DE)1,9561,963+7110.06%0
ISHARES TR6166160000.02%0
BURKE HERBERT FINL SVCS CORP(BHRB)9,8589,8580110.05%0
CME GROUP INC(CME)1,4691,455-14000.02%0
ESSA BANCORP INC51,85951,8590110.07%0
ISHARES TR
MSCI USA QLT FCT
2,0782,156+78000.03%0
VANGUARD INDEX FDS7837830000.02%0
PAYCHEX INC(PAYX)1,5001,5000000.02%0
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
2,5012,5010000.02%0
AUTOZONE INC(AZO)1181180000.03%0
PENTAIR PLC(PNR)2,3992,3990000.02%0
RPM INTL INC(RPM)3,0003,0000000.03%0
VANGUARD INDEX FDS16,35516,3550440.32%0
REPUBLIC SVCS INC(RSG)1,4451,4450000.02%0
MFS INTER INCOME TRUST(MIN)16,10016,1000000.00%-0
VANGUARD WHITEHALL FDS1,7651,7650000.02%-0
MFS CHARTER INCOME TRUST12,00012,0000000.01%-0
HUMACYTE INC(HUMA)10,00010,0000000.00%-0
ISHARES TR4,7564,743-13110.08%-0
COMPUGEN LTD(CGEN)15,00015,0000000.00%-0
VANGUARD INDEX FDS1,2971,2970000.02%-0
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PHILADELPHIA TRUST CO — 13F Holdings — Q4 2024 | TickerTrail