Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PNC FINL SVCS GROUP INC(PNC) | 5,459 | 17,891 | +12,432 | 1 | 3 | 1.36% | +2 |
| MICROSOFT CORP(MSFT) | 16,502 | 17,115 | +613 | 6 | 9 | 3.49% | +2 |
| INVESCO EXCH TRADED FD TR II | 300 | 26,959 | +26,659 | 0 | 2 | 0.79% | +2 |
| INVESCO QQQ TR | 21,865 | 21,786 | -79 | 10 | 12 | 4.93% | +2 |
| NVIDIA CORPORATION(NVDA) | 27,260 | 28,819 | +1,559 | 3 | 5 | 1.87% | +2 |
| AMAZON COM INC(AMZN) | 30,529 | 32,771 | +2,242 | 6 | 7 | 2.94% | +1 |
| CAPITAL ONE FINL CORP(COF) | 16 | 6,160 | +6,144 | 0 | 1 | 0.54% | +1 |
| INNOVATOR ETFS TRUST LADERD ALCTN PWR | 741 | 26,702 | +25,961 | 0 | 1 | 0.52% | +1 |
| ORACLE CORP(ORCL) | 12,515 | 12,391 | -124 | 2 | 3 | 1.11% | +1 |
| BROADCOM INC(AVGO) | 10,970 | 9,617 | -1,353 | 2 | 3 | 1.09% | +1 |
| INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV | 247 | 6,277 | +6,030 | 0 | 1 | 0.32% | +1 |
| NETFLIX INC(NFLX) | 1,056 | 1,215 | +159 | 1 | 2 | 0.66% | +1 |
| CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT | 256 | 15,829 | +15,573 | 0 | 1 | 0.26% | +1 |
| T ROWE PRICE ETF INC CAP APPRECIATION | 270 | 17,440 | +17,170 | 0 | 1 | 0.25% | +1 |
| GOLDMAN SACHS GROUP INC(GS) | 998 | 1,602 | +604 | 1 | 1 | 0.46% | +1 |
| ALPHABET INC(GOOG) | 8,804 | 10,498 | +1,694 | 1 | 2 | 0.76% | 0 |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 13,563 | 14,221 | +658 | 2 | 2 | 0.83% | 0 |
| CATERPILLAR INC(CAT) | 3,525 | 4,094 | +569 | 1 | 2 | 0.65% | 0 |
| MARVELL TECHNOLOGY INC(MRVL) | 2,097 | 7,030 | +4,933 | 0 | 1 | 0.22% | 0 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 2,773 | 4,672 | +1,899 | 0 | 1 | 0.26% | 0 |
| INVESCO EXCH TRADED FD TR II | 300 | 5,502 | +5,202 | 0 | 0 | 0.16% | 0 |
| JPMORGAN CHASE &CO.(JPM) | 10,443 | 10,148 | -295 | 3 | 3 | 1.20% | 0 |
| ALPHABET INC(GOOG) | 9,315 | 10,316 | +1,001 | 1 | 2 | 0.75% | 0 |
| GLOBAL X FDS US INFR DEV ETF | 44,741 | 47,683 | +2,942 | 2 | 2 | 0.85% | 0 |
| INTUITIVE SURGICAL INC | 300 | 659 | +359 | 0 | 0 | 0.15% | 0 |
| META PLATFORMS INC(META) | 1,821 | 1,856 | +35 | 1 | 1 | 0.56% | 0 |
| DISNEY WALT CO(DIS) | 5,823 | 7,123 | +1,300 | 1 | 1 | 0.36% | 0 |
| VERTIV HOLDINGS CO(VRT) | 2,098 | 3,553 | +1,455 | 0 | 0 | 0.19% | 0 |
| PGIM SHORT DUR HIG YLD OPP F(SDHY) | 133,851 | 148,518 | +14,667 | 2 | 2 | 1.02% | 0 |
| MASTERCARD INCORPORATED(MA) | 6,821 | 7,110 | +289 | 4 | 4 | 1.64% | 0 |
| SCHWAB CHARLES CORP(SCHW) | 519 | 3,296 | +2,777 | 0 | 0 | 0.12% | 0 |
| VISTRA CORP(VST) | 624 | 1,657 | +1,033 | 0 | 0 | 0.13% | 0 |
| AUTOMATIC DATA PROCESSING IN | 1,120 | 1,920 | +800 | 0 | 1 | 0.24% | 0 |
| UNITED BANKSHARES INC WEST V(UBSI) | 1,319 | 8,077 | +6,758 | 0 | 0 | 0.12% | 0 |
| MORGAN STANLEY(MS) | 1,597 | 3,041 | +1,444 | 0 | 0 | 0.18% | 0 |
| EMERSON ELEC CO(EMR) | 10,745 | 10,612 | -133 | 1 | 1 | 0.58% | 0 |
| ISHARES TR | 16,538 | 19,068 | +2,530 | 2 | 2 | 0.79% | 0 |
| ISHARES TR | 10,111 | 10,113 | +2 | 1 | 1 | 0.47% | 0 |
| ASML HOLDING N V N Y REGISTRY SHS | 1,235 | 1,285 | +50 | 1 | 1 | 0.42% | 0 |
| ISHARES TR | 13,913 | 13,617 | -296 | 1 | 1 | 0.61% | 0 |
| TESLA INC(TSLA) | 701 | 1,210 | +509 | 0 | 0 | 0.16% | 0 |
| FISERV INC(FISV) | 2,018 | 3,738 | +1,720 | 0 | 1 | 0.26% | 0 |
| VANGUARD WORLD FD INF TECH ETF | 3,831 | 3,410 | -421 | 2 | 2 | 0.93% | 0 |
| ELI LILLY &CO(LLY) | 1,524 | 1,840 | +316 | 1 | 1 | 0.59% | 0 |
| UNITED RENTALS INC(URI) | 225 | 404 | +179 | 0 | 0 | 0.13% | 0 |
| GE VERNOVA INC(GEV) | 588 | 635 | +47 | 0 | 0 | 0.14% | 0 |
| COSTCO WHSL CORP NEW(COST) | 2,053 | 2,113 | +60 | 2 | 2 | 0.86% | 0 |
| ARISTA NETWORKS INC(ANET) | 4,801 | 5,081 | +280 | 0 | 1 | 0.21% | 0 |
| FULTON FINL CORP PA(FULT) | 35,293 | 43,047 | +7,754 | 1 | 1 | 0.32% | 0 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 2,892 | 2,892 | 0 | 1 | 1 | 0.30% | 0 |
| GE AEROSPACE(GE) | 2,808 | 2,715 | -93 | 1 | 1 | 0.29% | 0 |
| AMERICAN CENTY ETF TR | 206 | 1,674 | +1,468 | 0 | 0 | 0.06% | 0 |
| WISDOMTREE TR(WT) | 17,188 | 17,911 | +723 | 1 | 2 | 0.62% | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 2,200 | 2,200 | 0 | 0 | 0 | 0.13% | 0 |
| VANGUARD SCOTTSDALE FDS VNG RUS1000GRW | 8,046 | 8,046 | 0 | 1 | 1 | 0.36% | 0 |
| PALO ALTO NETWORKS INC(PANW) | 1,988 | 2,299 | +311 | 0 | 0 | 0.19% | 0 |
| INNOVATOR ETFS TRUST QUITY MANAGD FLR | 1,573 | 5,350 | +3,777 | 0 | 0 | 0.07% | 0 |
| FIRST TR EXCHNG TRADED FD VI FT LADD BUFF ETF | 25,436 | 27,714 | +2,278 | 1 | 1 | 0.36% | 0 |
| RTX CORPORATION(RTX) | 11,859 | 11,623 | -236 | 2 | 2 | 0.70% | 0 |
| CROWDSTRIKE HLDGS INC(CRWD) | 662 | 677 | +15 | 0 | 0 | 0.14% | 0 |
| VANGUARD SPECIALIZED FUNDS | 12,663 | 12,556 | -107 | 2 | 3 | 1.05% | 0 |
| APPLIED MATLS INC | 3,959 | 3,734 | -225 | 1 | 1 | 0.28% | 0 |
| BLACKROCK INC(BLK) | 645 | 695 | +50 | 1 | 1 | 0.30% | 0 |
| SCHWAB STRATEGIC TR | 21,502 | 22,133 | +631 | 1 | 1 | 0.26% | 0 |
| ASTERA LABS INC(ALAB) | 885 | 1,748 | +863 | 0 | 0 | 0.07% | 0 |
| HUBBELL INC(HUBB) | 1,322 | 1,322 | 0 | 0 | 1 | 0.22% | 0 |
| LOCKHEED MARTIN CORP(LMT) | 5,806 | 5,827 | +21 | 3 | 3 | 1.11% | 0 |
| NOVO-NORDISK A S(NVO) | 10,313 | 11,829 | +1,516 | 1 | 1 | 0.33% | 0 |
| VANGUARD INDEX FDS | 817 | 916 | +99 | 0 | 0 | 0.16% | 0 |
| COCA COLA CO(KO) | 15,488 | 17,118 | +1,630 | 1 | 1 | 0.49% | 0 |
| SPDR S&P 500 ETF TR(SPY) | 1,534 | 1,539 | +5 | 1 | 1 | 0.39% | 0 |
| AMERICAN EXPRESS CO(AXP) | 2,275 | 2,215 | -60 | 1 | 1 | 0.29% | 0 |
| SEZZLE INC(SEZL) | 192 | 557 | +365 | 0 | 0 | 0.04% | 0 |
| ISHARES TR | 2,034 | 1,938 | -96 | 1 | 1 | 0.34% | 0 |
| SALESFORCE INC(CRM) | 3,185 | 3,462 | +277 | 1 | 1 | 0.39% | 0 |
| CONSTELLATION ENERGY CORP(CEG) | 518 | 594 | +76 | 0 | 0 | 0.08% | 0 |
| CISCO SYS INC(CSCO) | 10,297 | 10,389 | +92 | 1 | 1 | 0.29% | 0 |
| VANGUARD WORLD FD | 1,298 | 1,326 | +28 | 0 | 0 | 0.20% | 0 |
| TRANE TECHNOLOGIES PLC(TT) | 830 | 830 | 0 | 0 | 0 | 0.15% | 0 |
| VISA INC(V) | 5,504 | 5,659 | +155 | 2 | 2 | 0.82% | 0 |
| JABIL INC(JBL) | 0 | 376 | +376 | 0 | 0 | 0.03% | 0 |
| MARTIN MARIETTA MATLS INC(MLM) | 1,200 | 1,194 | -6 | 1 | 1 | 0.27% | 0 |
| GLOBAL X FDS CYBRSCURTY ETF | 18,199 | 17,983 | -216 | 1 | 1 | 0.27% | 0 |
| MARATHON PETE CORP(MPC) | 1,351 | 1,659 | +308 | 0 | 0 | 0.11% | 0 |
| LAM RESEARCH CORP(LRCX) | 520 | 1,168 | +648 | 0 | 0 | 0.05% | 0 |
| BLACKSTONE INC(BX) | 844 | 1,290 | +446 | 0 | 0 | 0.08% | 0 |
| QUALCOMM INC(QCOM) | 3,404 | 3,753 | +349 | 1 | 1 | 0.25% | 0 |
| KLA CORP(KLAC) | 65 | 130 | +65 | 0 | 0 | 0.05% | 0 |
| MERCADOLIBRE INC(MELI) | 2 | 29 | +27 | 0 | 0 | 0.03% | 0 |
| PAYCHEX INC(PAYX) | 715 | 1,244 | +529 | 0 | 0 | 0.07% | 0 |
| PHILIP MORRIS INTL INC(PM) | 3,279 | 3,240 | -39 | 1 | 1 | 0.24% | 0 |
| MEDTRONIC PLC(MDT) | 76 | 870 | +794 | 0 | 0 | 0.03% | 0 |
| INVESCO EXCHANGE TRADED FD T S&P500 QUALITY | 9,769 | 10,021 | +252 | 1 | 1 | 0.29% | 0 |
| DIMENSIONAL ETF TRUST INTL CORE EQT MK | 1,366 | 3,169 | +1,803 | 0 | 0 | 0.05% | 0 |
| CSX CORP(CSX) | 7,309 | 8,590 | +1,281 | 0 | 0 | 0.11% | 0 |
| MERCK &CO INC(MRK) | 4,216 | 5,608 | +1,392 | 0 | 0 | 0.18% | 0 |
| BANK AMERICA CORP | 11,772 | 11,777 | +5 | 0 | 1 | 0.23% | 0 |
| FIRST TR EXCHANGE-TRADED FD | 300 | 2,115 | +1,815 | 0 | 0 | 0.03% | 0 |
| LABCORP HOLDINGS INC(LH) | 2,151 | 2,151 | 0 | 1 | 1 | 0.23% | 0 |
| NORFOLK SOUTHN CORP(NSC) | 1,254 | 1,406 | +152 | 0 | 0 | 0.15% | 0 |