Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 52,190 | 55,840 | +3,650 | 12 | 14 | 6.19% | +2 |
| AMAZON COM INC(AMZN) | 0 | 30,190 | +30,190 | 0 | 7 | 2.93% | +7 |
| PGIM SHORT DUR HIG YLD OPP F | 34,815 | 102,039 | +67,224 | 1 | 2 | 0.73% | +1 |
| NVIDIA CORPORATION(NVDA) | 0 | 26,070 | +26,070 | 0 | 3 | 1.55% | +3 |
| INVESCO QQQ TR | 20,912 | 21,561 | +649 | 10 | 11 | 4.89% | +1 |
| BROADCOM INC(AVGO) | 10,428 | 10,715 | +287 | 2 | 2 | 1.10% | +1 |
| ISHARES TR | 3,985 | 7,236 | +3,251 | 1 | 1 | 0.61% | +1 |
| BLACKROCK INC(BLK) | 0 | 534 | +534 | 0 | 1 | 0.24% | +1 |
| INNOVATOR ETFS TRUST LADERD ALCTN PWR | 15,165 | 24,841 | +9,676 | 1 | 1 | 0.49% | 0 |
| ARISTA NETWORKS INC(ANET) | 0 | 3,368 | +3,368 | 0 | 0 | 0.16% | 0 |
| NETFLIX INC(NFLX) | 750 | 1,021 | +271 | 1 | 1 | 0.40% | 0 |
| VISA INC(V) | 4,952 | 5,427 | +475 | 1 | 2 | 0.76% | 0 |
| ALPHABET INC(GOOG) | 0 | 8,401 | +8,401 | 0 | 2 | 0.71% | +2 |
| INVESCO EXCH TRADED FD TR II | 16,542 | 19,613 | +3,071 | 1 | 1 | 0.57% | 0 |
| ISHARES TR | 8,869 | 12,899 | +4,030 | 1 | 1 | 0.57% | 0 |
| VANGUARD INDEX FDS | 0 | 1,195 | +1,195 | 0 | 1 | 0.29% | +1 |
| ISHARES TR | 8,263 | 10,731 | +2,468 | 1 | 1 | 0.48% | 0 |
| JPMORGAN CHASE &CO.(JPM) | 11,128 | 10,865 | -263 | 2 | 3 | 1.15% | 0 |
| MASTERCARD INCORPORATED(MA) | 6,692 | 6,745 | +53 | 3 | 4 | 1.57% | 0 |
| ALPHABET INC(GOOG) | 0 | 9,311 | +9,311 | 0 | 2 | 0.78% | +2 |
| SPDR SER TR ST STR SP DIV | 0 | 5,162 | +5,162 | 0 | 1 | 0.30% | +1 |
| SCHWAB STRATEGIC TR | 0 | 22,098 | +22,098 | 0 | 1 | 0.27% | +1 |
| FISERV INC(FISV) | 0 | 1,918 | +1,918 | 0 | 0 | 0.17% | 0 |
| INTUITIVE SURGICAL INC | 0 | 677 | +677 | 0 | 0 | 0.16% | 0 |
| ISHARES GOLD TR(IAU) | 0 | 3,588 | +3,588 | 0 | 0 | 0.08% | 0 |
| SALESFORCE INC(CRM) | 3,065 | 3,015 | -50 | 1 | 1 | 0.45% | 0 |
| INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT | 0 | 6,892 | +6,892 | 0 | 0 | 0.13% | 0 |
| COSTCO WHSL CORP NEW(COST) | 1,903 | 2,005 | +102 | 2 | 2 | 0.81% | 0 |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 10,635 | 11,967 | +1,332 | 1 | 1 | 0.61% | 0 |
| GOLDMAN SACHS GROUP INC(GS) | 775 | 925 | +150 | 0 | 1 | 0.23% | 0 |
| FIRST TR EXCHNG TRADED FD VI FT LADD BUFF ETF | 19,197 | 23,424 | +4,227 | 1 | 1 | 0.32% | 0 |
| DISCOVER FINL SVCS | 0 | 4,302 | +4,302 | 0 | 1 | 0.33% | +1 |
| VANGUARD WORLD FD INF TECH ETF | 0 | 3,929 | +3,929 | 0 | 2 | 1.08% | +2 |
| PNC FINL SVCS GROUP INC(PNC) | 4,850 | 5,352 | +502 | 1 | 1 | 0.46% | 0 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 0 | 684 | +684 | 0 | 0 | 0.06% | 0 |
| ASML HOLDING N V N Y REGISTRY SHS | 0 | 1,139 | +1,139 | 0 | 1 | 0.35% | +1 |
| FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT | 20,390 | 23,351 | +2,961 | 1 | 1 | 0.56% | 0 |
| EMERSON ELEC CO(EMR) | 10,742 | 10,526 | -216 | 1 | 1 | 0.58% | 0 |
| VANECK ETF TRUST MRNGSTR WDE MOAT | 16,128 | 18,159 | +2,031 | 2 | 2 | 0.74% | 0 |
| INVESCO EXCH TRADED FD TR II | 0 | 2,924 | +2,924 | 0 | 0 | 0.08% | 0 |
| VANGUARD INDEX FDS | 0 | 653 | +653 | 0 | 0 | 0.08% | 0 |
| EXPAND ENERGY CORPORATION(EXE) | 0 | 6,610 | +6,610 | 0 | 1 | 0.29% | +1 |
| KINDER MORGAN INC DEL(KMI) | 0 | 22,188 | +22,188 | 0 | 1 | 0.27% | +1 |
| APTIV PLC(APTV) | 0 | 1,847 | +1,847 | 0 | 0 | 0.05% | 0 |
| ISHARES TR | 0 | 1,047 | +1,047 | 0 | 0 | 0.05% | 0 |
| INVESCO EXCHANGE TRADED FD T S&P500 QUALITY | 0 | 9,137 | +9,137 | 0 | 1 | 0.27% | +1 |
| ISHARES TR | 0 | 10,111 | +10,111 | 0 | 1 | 0.46% | +1 |
| SCHWAB STRATEGIC TR | 0 | 9,338 | +9,338 | 0 | 0 | 0.11% | 0 |
| DISNEY WALT CO(DIS) | 0 | 6,014 | +6,014 | 0 | 1 | 0.30% | +1 |
| HONEYWELL INTL INC(HON) | 4,256 | 4,267 | +11 | 1 | 1 | 0.43% | 0 |
| ISHARES TR | 0 | 2,628 | +2,628 | 0 | 0 | 0.11% | 0 |
| META PLATFORMS INC(META) | 1,662 | 1,763 | +101 | 1 | 1 | 0.46% | 0 |
| PUBLIC STORAGE OPER CO(PSA) | 0 | 281 | +281 | 0 | 0 | 0.04% | 0 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 1,175 | +1,175 | 0 | 0 | 0.04% | 0 |
| AMERICAN ELEC PWR CO INC | 0 | 2,471 | +2,471 | 0 | 0 | 0.10% | 0 |
| AGNC INVT CORP(AGNC) | 0 | 8,000 | +8,000 | 0 | 0 | 0.03% | 0 |
| FULTON FINL CORP PA(FULT) | 0 | 35,927 | +35,927 | 0 | 1 | 0.31% | +1 |
| GLOBAL X FDS US INFR DEV ETF | 39,091 | 41,490 | +2,399 | 2 | 2 | 0.74% | 0 |
| SPDR S&P MIDCAP 400 ETF TR(MDY) | 0 | 349 | +349 | 0 | 0 | 0.09% | 0 |
| AMERICAN EXPRESS CO(AXP) | 2,153 | 2,199 | +46 | 1 | 1 | 0.29% | 0 |
| ISHARES TR | 2,777 | 2,770 | -7 | 1 | 1 | 0.49% | 0 |
| PACER FDS TR US SM CAP CA ETF | 17,976 | 20,582 | +2,606 | 1 | 1 | 0.40% | 0 |
| ISHARES TR | 7,702 | 8,235 | +533 | 1 | 1 | 0.40% | 0 |
| PPL CORP(PPL) | 0 | 13,122 | +13,122 | 0 | 0 | 0.19% | 0 |
| ISHARES TR | 0 | 1,905 | +1,905 | 0 | 0 | 0.11% | 0 |
| WISDOMTREE TR(WT) | 14,617 | 15,851 | +1,234 | 1 | 1 | 0.57% | 0 |
| CHEVRON CORP NEW(CVX) | 0 | 7,406 | +7,406 | 0 | 1 | 0.48% | +1 |
| EA SERIES TRUST ALPHA ARCH 1-3 | 0 | 556 | +556 | 0 | 0 | 0.03% | 0 |
| EATON CORP PLC(ETN) | 0 | 626 | +626 | 0 | 0 | 0.09% | 0 |
| MICROSOFT CORP(MSFT) | 0 | 16,511 | +16,511 | 0 | 7 | 3.08% | +7 |
| GE VERNOVA INC(GEV) | 0 | 522 | +522 | 0 | 0 | 0.08% | 0 |
| VANGUARD SCOTTSDALE FDS VNG RUS1000GRW | 0 | 8,046 | +8,046 | 0 | 1 | 0.37% | +1 |
| GE AEROSPACE(GE) | 2,069 | 2,645 | +576 | 0 | 0 | 0.20% | 0 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 0 | 2,098 | +2,098 | 0 | 0 | 0.06% | 0 |
| VANGUARD WORLD FD | 0 | 1,369 | +1,369 | 0 | 0 | 0.21% | 0 |
| WILLIAMS COS INC(WMB) | 0 | 6,160 | +6,160 | 0 | 0 | 0.15% | 0 |
| T-MOBILE US INC(TMUS) | 1,396 | 1,506 | +110 | 0 | 0 | 0.15% | 0 |
| FIRSTENERGY CORP(FE) | 0 | 1,952 | +1,952 | 0 | 0 | 0.03% | 0 |
| INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM | 0 | 381 | +381 | 0 | 0 | 0.02% | 0 |
| AT&T INC(T) | 0 | 10,254 | +10,254 | 0 | 0 | 0.10% | 0 |
| CUMMINS INC(CMI) | 1,619 | 1,620 | +1 | 1 | 1 | 0.25% | 0 |
| FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF | 0 | 2,108 | +2,108 | 0 | 0 | 0.03% | 0 |
| WELLS FARGO CO NEW(WFC) | 0 | 3,169 | +3,169 | 0 | 0 | 0.10% | 0 |
| INVESCO EXCH TRADED FD TR II | 0 | 5,450 | +5,450 | 0 | 0 | 0.17% | 0 |
| WALMART INC(WMT) | 6,104 | 5,916 | -188 | 0 | 1 | 0.24% | 0 |
| CISCO SYS INC(CSCO) | 10,868 | 10,418 | -450 | 1 | 1 | 0.27% | 0 |
| GLOBAL X FDS CYBRSCURTY ETF | 0 | 18,251 | +18,251 | 0 | 1 | 0.26% | +1 |
| LAM RESEARCH CORP(LRCX) | 0 | 520 | +520 | 0 | 0 | 0.02% | 0 |
| WESBANCO INC(WSBC) | 0 | 6,331 | +6,331 | 0 | 0 | 0.09% | 0 |
| SERVICENOW INC(NOW) | 0 | 219 | +219 | 0 | 0 | 0.10% | 0 |
| VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | 0 | 1,059 | +1,059 | 0 | 0 | 0.02% | 0 |
| BANK AMERICA CORP | 0 | 11,964 | +11,964 | 0 | 1 | 0.23% | +1 |
| MORGAN STANLEY(MS) | 0 | 1,396 | +1,396 | 0 | 0 | 0.08% | 0 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 0 | 8,071 | +8,071 | 0 | 0 | 0.17% | 0 |
| SOUNDHOUND AI INC(SOUN) | 0 | 2,000 | +2,000 | 0 | 0 | 0.02% | 0 |
| SPDR SER TR ST LON TREAS ETF | 14,215 | 17,153 | +2,938 | 0 | 0 | 0.20% | 0 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 6,449 | +6,449 | 0 | 0 | 0.16% | 0 |
| 3M CO(MMM) | 0 | 215 | +215 | 0 | 0 | 0.01% | 0 |
| ISHARES TR CORE HIGH DV ETF | 0 | 552 | +552 | 0 | 0 | 0.03% | 0 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 0 | 924 | +924 | 0 | 0 | 0.09% | 0 |