Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INVESCO EXCH TRADED FD TR II | 0 | 362,994 | +362,994 | 0 | 19 | 10.59% | +19 |
| INVESCO EXCHANGE TRADED FD T RAFI US 1500 | 0 | 229,594 | +229,594 | 0 | 9 | 4.88% | +9 |
| HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE | 0 | 203,861 | +203,861 | 0 | 8 | 4.40% | +8 |
| INVESCO EXCH TRADED FD TR II | 0 | 269,640 | +269,640 | 0 | 6 | 3.29% | +6 |
| INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF | 0 | 118,875 | +118,875 | 0 | 5 | 2.70% | +5 |
| PIMCO ETF TR MULTISECTOR BD | 0 | 102,677 | +102,677 | 0 | 3 | 1.52% | +3 |
| ISHARES TR | 205,439 | 231,276 | +25,837 | 6 | 7 | 4.03% | +2 |
| SCHWAB STRATEGIC TR | 256,072 | 276,378 | +20,306 | 7 | 8 | 4.34% | +1 |
| ISHARES TR CORE DIV GRWTH | 90,081 | 99,391 | +9,310 | 6 | 6 | 3.45% | +1 |
| SSGA ACTIVE ETF TR ST STR GLOBA ETF | 0 | 11,874 | +11,874 | 0 | 1 | 0.30% | +1 |
| INVESCO EXCH TRADED FD TR II | 163,388 | 166,109 | +2,721 | 5 | 5 | 2.83% | +1 |
| J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM | 7,215 | 16,464 | +9,249 | 0 | 1 | 0.48% | 0 |
| ISHARES TR | 30,235 | 31,079 | +844 | 2 | 3 | 1.43% | 0 |
| LISTED FD TR SHARES FOREIGN | 127,597 | 130,826 | +3,229 | 3 | 3 | 1.81% | 0 |
| INVESCO EXCH TRADED FD TR II | 46,030 | 45,894 | -136 | 3 | 3 | 1.92% | 0 |
| ALTRIA GROUP INC(MO) | 10,456 | 12,619 | +2,163 | 1 | 1 | 0.42% | 0 |
| VANGUARD WHITEHALL FDS | 22,045 | 23,529 | +1,484 | 2 | 2 | 1.10% | 0 |
| ABBVIE INC(ABBV) | 5,663 | 5,717 | +54 | 1 | 1 | 0.67% | 0 |
| EXXON MOBIL CORP | 12,011 | 12,268 | +257 | 1 | 1 | 0.82% | 0 |
| JOHNSON & JOHNSON(JNJ) | 8,567 | 8,453 | -114 | 1 | 1 | 0.79% | 0 |
| COCA COLA CO(KO) | 13,997 | 14,290 | +293 | 1 | 1 | 0.57% | 0 |
| BERKSHIRE HATHAWAY INC DEL | 1,902 | 1,902 | 0 | 1 | 1 | 0.57% | 0 |
| CHEVRON CORP NEW(CVX) | 3,540 | 3,967 | +427 | 1 | 1 | 0.37% | 0 |
| GE AEROSPACE(GE) | 4,350 | 4,350 | 0 | 1 | 1 | 0.49% | 0 |
| RIVIAN AUTOMOTIVE INC(RIVN) | 0 | 10,000 | +10,000 | 0 | 0 | 0.07% | 0 |
| AMGEN INC(AMGN) | 2,069 | 2,070 | +1 | 1 | 1 | 0.36% | 0 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 4,334 | 4,259 | -75 | 1 | 1 | 0.59% | 0 |
| ISHARES TR | 25,490 | 26,218 | +728 | 1 | 1 | 0.64% | 0 |
| AMERICAN TOWER CORP NEW(AMT) | 1,951 | 1,952 | +1 | 0 | 0 | 0.24% | 0 |
| J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | 6,325 | 7,499 | +1,174 | 0 | 0 | 0.24% | 0 |
| PHILIP MORRIS INTL INC(PM) | 1,678 | 1,678 | 0 | 0 | 0 | 0.15% | 0 |
| MONDELEZ INTL INC(MDLZ) | 6,765 | 6,766 | +1 | 0 | 0 | 0.26% | 0 |
| CISCO SYS INC(CSCO) | 13,636 | 13,914 | +278 | 1 | 1 | 0.48% | 0 |
| PEPSICO INC(PEP) | 5,366 | 5,730 | +364 | 1 | 1 | 0.48% | 0 |
| MARSH & MCLENNAN COS INC(MRSH) | 1,515 | 1,520 | +5 | 0 | 0 | 0.21% | 0 |
| VERIZON COMMUNICATIONS INC(VZ) | 7,916 | 8,124 | +208 | 0 | 0 | 0.21% | 0 |
| ISHARES INC | 28,804 | 29,381 | +577 | 2 | 2 | 0.96% | 0 |
| MASTERCARD INCORPORATED(MA) | 1,908 | 1,909 | +1 | 1 | 1 | 0.59% | 0 |
| UNITEDHEALTH GROUP INC(UNH) | 1,772 | 1,798 | +26 | 1 | 1 | 0.53% | 0 |
| YORK WTR CO | 25,498 | 25,262 | -236 | 1 | 1 | 0.49% | 0 |
| MCDONALDS CORP(MCD) | 2,292 | 2,292 | 0 | 1 | 1 | 0.40% | 0 |
| PHILLIPS 66(PSX) | 4,180 | 4,234 | +54 | 0 | 1 | 0.29% | 0 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 4,000 | 4,000 | 0 | 0 | 0 | 0.19% | 0 |
| PROCTER AND GAMBLE CO(PG) | 5,742 | 5,796 | +54 | 1 | 1 | 0.55% | 0 |
| VISA INC(V) | 921 | 921 | 0 | 0 | 0 | 0.18% | 0 |
| INVESCO EXCH TRADED FD TR II | 32,074 | 32,020 | -54 | 2 | 2 | 1.11% | 0 |
| INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF | 38,023 | 40,222 | +2,199 | 4 | 4 | 2.25% | 0 |
| JPMORGAN CHASE & CO.(JPM) | 8,443 | 8,362 | -81 | 2 | 2 | 1.15% | 0 |
| PAYCHEX INC(PAYX) | 1,559 | 1,559 | 0 | 0 | 0 | 0.14% | 0 |
| INVESCO QQQ TR | 1,114 | 1,248 | +134 | 1 | 1 | 0.33% | 0 |
| UNITED PARCEL SERVICE INC(UPS) | 2,125 | 2,524 | +399 | 0 | 0 | 0.16% | 0 |
| SHERWIN WILLIAMS CO(SHW) | 619 | 624 | +5 | 0 | 0 | 0.12% | 0 |
| COSTCO WHSL CORP NEW(COST) | 325 | 325 | 0 | 0 | 0 | 0.17% | 0 |
| ARTESIAN RES CORP | 7,140 | 7,140 | 0 | 0 | 0 | 0.13% | 0 |
| VANGUARD STAR FDS | 4,688 | 4,590 | -98 | 0 | 0 | 0.16% | 0 |
| NEXTERA ENERGY INC(NEE) | 9,548 | 9,751 | +203 | 1 | 1 | 0.39% | 0 |
| WELLS FARGO CO NEW(WFC) | 4,449 | 4,450 | +1 | 0 | 0 | 0.18% | 0 |
| NUVEEN PENNSYLVANIA QLT MUN | 21,857 | 21,982 | +125 | 0 | 0 | 0.14% | -0 |
| EATON VANCE TAX ADVT DIV INC COM | 9,580 | 9,719 | +139 | 0 | 0 | 0.13% | -0 |
| ANALOG DEVICES INC(ADI) | 1,352 | 1,374 | +22 | 0 | 0 | 0.16% | -0 |
| META PLATFORMS INC(META) | 595 | 598 | +3 | 0 | 0 | 0.19% | -0 |
| LOWES COS INC(LOW) | 868 | 861 | -7 | 0 | 0 | 0.11% | -0 |
| WALMART INC(WMT) | 5,588 | 5,574 | -14 | 1 | 0 | 0.27% | -0 |
| PELOTON INTERACTIVE INC(PTON) | 10,000 | 11,605 | +1,605 | 0 | 0 | 0.04% | -0 |
| GE VERNOVA INC(GEV) | 896 | 929 | +33 | 0 | 0 | 0.16% | -0 |
| LEMONADE INC(LMND) | 6,420 | 6,656 | +236 | 0 | 0 | 0.12% | -0 |
| GRAYSCALE BITCOIN MINI TR ET(BTC) | 8,670 | 9,424 | +754 | 0 | 0 | 0.19% | -0 |
| MORGAN STANLEY(MS) | 4,783 | 4,847 | +64 | 1 | 1 | 0.32% | -0 |
| VANGUARD WORLD FD INF TECH ETF | 447 | 447 | 0 | 0 | 0 | 0.14% | -0 |
| BIO-TECHNE CORP(TECH) | 3,412 | 3,412 | 0 | 0 | 0 | 0.11% | -0 |
| SPDR S&P 500 ETF TR(SPY) | 1,873 | 1,874 | +1 | 1 | 1 | 0.59% | -0 |
| ORRSTOWN FINL SVCS INC | 9,211 | 9,222 | +11 | 0 | 0 | 0.16% | -0 |
| ISHARES TR | 18,251 | 18,431 | +180 | 1 | 1 | 0.60% | -0 |
| ALPHABET INC(GOOG) | 3,467 | 3,841 | +374 | 1 | 1 | 0.33% | -0 |
| VANGUARD INDEX FDS | 1,874 | 1,744 | -130 | 1 | 0 | 0.27% | -0 |
| ISHARES TR | 3,039 | 3,063 | +24 | 2 | 2 | 0.97% | -0 |
| ISHARES TR | 3,387 | 3,430 | +43 | 1 | 1 | 0.38% | -0 |
| MERCK & CO INC(MRK) | 9,677 | 9,834 | +157 | 1 | 1 | 0.50% | -0 |
| SPDR SER TR ST STR R2K LOWV | 13,247 | 12,936 | -311 | 2 | 2 | 0.89% | -0 |
| BANK AMERICA CORP | 34,686 | 34,705 | +19 | 2 | 1 | 0.81% | -0 |
| PAYPAL HLDGS INC(PYPL) | 4,469 | 4,469 | 0 | 0 | 0 | 0.16% | -0 |
| DENTSPLY SIRONA INC(XRAY) | 25,572 | 25,572 | 0 | 0 | 0 | 0.21% | -0 |
| HOME DEPOT INC(HD) | 4,616 | 4,618 | +2 | 2 | 2 | 0.95% | -0 |
| VANGUARD INTL EQUITY INDEX F | 8,927 | 8,166 | -761 | 1 | 1 | 0.53% | -0 |
| GRAYSCALE BITCOIN TRUST ETF(GBTC) | 6,032 | 5,496 | -536 | 0 | 0 | 0.20% | -0 |
| LISTED FD TR SHARES LAG CAP | 36,385 | 35,837 | -548 | 2 | 2 | 0.88% | -0 |
| LISTED FD TR SHARES SML CAP | 45,496 | 45,821 | +325 | 2 | 1 | 0.80% | -0 |
| TESLA INC(TSLA) | 1,750 | 1,970 | +220 | 1 | 1 | 0.29% | -0 |
| SPDR INDEX SHS FDS ST STR MSCI EAFE | 52,205 | 45,867 | -6,338 | 4 | 4 | 2.03% | -0 |
| ISHARES TR | 515 | 0 | -515 | 0 | 0 | — | -0 |
| MICROSOFT CORP(MSFT) | 5,832 | 5,939 | +107 | 2 | 2 | 1.25% | -0 |
| BLOCK INC(XYZ) | 2,549 | 0 | -2,549 | 0 | 0 | — | -0 |
| NATIONAL STORAGE AFFILIATES(NSA) | 6,106 | 0 | -6,106 | 0 | 0 | — | -0 |
| AMAZON COM INC(AMZN) | 8,864 | 8,952 | +88 | 2 | 2 | 0.96% | -0 |
| GRAYSCALE ETHEREUM MINI TR E(ETH) | 19,387 | 21,115 | +1,728 | 1 | 0 | 0.20% | -0 |
| VANGUARD WORLD FD | 55,658 | 48,625 | -7,033 | 4 | 3 | 1.94% | -0 |
| MARVELL TECHNOLOGY INC(MRVL) | 3,038 | 0 | -3,038 | 0 | 0 | — | -0 |
| APPLE INC(AAPL) | 21,065 | 21,049 | -16 | 5 | 5 | 2.62% | -0 |
| SPDR SER TR ST STR SP DIV | 39,555 | 33,969 | -5,586 | 5 | 5 | 2.59% | -1 |
| VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | 171,352 | 159,957 | -11,395 | 8 | 8 | 4.38% | -1 |