The Analysis of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV's Holdings
Currently, PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV holds 108 types of securities in its portfolio with a total value $343.6M. In the most recent quarter, they have increased their positions in BINC (+208.3K shares, valued at $11.1M), JPIE (+32.7K shares, valued at $1.5M), FNDF (+27.9K shares, valued at $1.2M); decreased their positions in AAPL (-2.6K shares, valued at $649.6K), HELO (-6.0K shares, valued at $392.6K), SCHX (-8.6K shares, valued at $225.6K); initiated new positions in FELG (+12.7K shares, valued at $520.5K), IVES (+12.2K shares, valued at $392.0K), GQGU (+14.3K shares, valued at $360.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP77.4K shares0.19%2025-09-302025-11-07
AAPL APPLE INC147.9K shares-1.70%2025-09-302025-11-07 IVV ISHARES TR46.1K shares1.99%2025-09-302025-11-07 JPIE J P MORGAN EXCHANGE TRADED F433.9K shares8.16%2025-09-302025-11-07 AMZN AMAZON COM INC87.2K shares0.76%2025-09-302025-11-07 BINC BLACKROCK ETF TRUST II308.9K shares206.92%2025-09-302025-11-07 NVDA NVIDIA CORPORATION82.9K shares0.03%2025-09-302025-11-07 FNDF SCHWAB STRATEGIC TR253.6K shares12.36%2025-09-302025-11-07 MGK VANGUARD WORLD FD26.3K shares0.74%2025-09-302025-11-07 FNDX SCHWAB STRATEGIC TR370.6K shares4.00%2025-09-302025-11-07 VOO VANGUARD INDEX FDS14.7K shares0.08%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON42.9K shares0.17%2025-09-302025-11-07 IJH ISHARES TR121.3K shares1.63%2025-09-302025-11-07 GOOGL ALPHABET INC21.2K shares0.39%2025-09-302025-11-07 VMC VULCAN MATLS CO15.8K shares0.00%2025-09-302025-11-07 SMH VANECK ETF TRUST14.4K shares-1.30%2025-09-302025-11-07 TSLA TESLA INC8.8K shares6.99%2025-09-302025-11-07 XLY SELECT SECTOR SPDR TR15.4K shares-1.72%2025-09-302025-11-07 DSI ISHARES TR26.4K shares0.42%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR4.9K shares-1.70%2025-09-302025-11-07 LLY ELI LILLY & CO4.2K shares0.00%2025-09-302025-11-07 IXUS ISHARES TR38.2K shares0.00%2025-09-302025-11-07 IJR ISHARES TR26.3K shares-4.67%2025-09-302025-11-07 VO VANGUARD INDEX FDS8.4K shares0.00%2025-09-302025-11-07 JMST J P MORGAN EXCHANGE TRADED F47.5K shares-2.16%2025-09-302025-11-07 SOXX ISHARES TR8.7K shares0.01%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR81.4K shares-7.90%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL4.1K shares-1.23%2025-09-302025-11-07 CZNC CITIZENS & NORTHN CORP102.4K shares0.00%2025-09-302025-11-07 JPST J P MORGAN EXCHANGE TRADED F39.5K shares-4.67%2025-09-302025-11-07 VB VANGUARD INDEX FDS7.5K shares0.01%2025-09-302025-11-07 SCHX SCHWAB STRATEGIC TR66.6K shares-11.39%2025-09-302025-11-07 VBIL VANGUARD INSTL INDEX FD21.8K shares9.73%2025-09-302025-11-07 GOOG ALPHABET INC6.5K shares2.32%2025-09-302025-11-07 JEPI J P MORGAN EXCHANGE TRADED F26.4K shares-6.54%2025-09-302025-11-07 MS MORGAN STANLEY9.3K shares0.06%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS10.4K shares0.00%2025-09-302025-11-07 SCHG SCHWAB STRATEGIC TR44.0K shares17.04%2025-09-302025-11-07 EPD ENTERPRISE PRODS PARTNERS L44.7K shares0.45%2025-09-302025-11-07 VOX VANGUARD WORLD FD7.4K shares0.00%2025-09-302025-11-07 BX BLACKSTONE INC7.7K shares-4.16%2025-09-302025-11-07 VOT VANGUARD INDEX FDS4.5K shares0.00%2025-09-302025-11-07 ADI ANALOG DEVICES INC5.2K shares0.13%2025-09-302025-11-07 RTX RTX CORPORATION7.5K shares0.04%2025-09-302025-11-07 IVW ISHARES TR10.4K shares0.00%2025-09-302025-11-07 IBIT ISHARES BITCOIN TRUST ETF18.5K shares16.87%2025-09-302025-11-07 META META PLATFORMS INC1.6K shares1.07%2025-09-302025-11-07 MSTR STRATEGY INC3.4K shares0.06%2025-09-302025-11-07 IVE ISHARES TR5.0K shares0.00%2025-09-302025-11-07 NEE NEXTERA ENERGY INC12.6K shares0.24%2025-09-302025-11-07 COF CAPITAL ONE FINL CORP4.5K shares0.11%2025-09-302025-11-07 VTI VANGUARD INDEX FDS2.8K shares-18.20%2025-09-302025-11-07 SCHM SCHWAB STRATEGIC TR28.6K shares-8.06%2025-09-302025-11-07 CNC CENTENE CORP DEL23.2K shares0.00%2025-09-302025-11-07 ERIE ERIE INDTY CO2.5K shares0.00%2025-09-302025-11-07 WFC-PL WELLS FARGO CO NEW645 shares0.00%2025-09-302025-11-07 AMP AMERIPRISE FINL INC1.6K shares0.00%2025-09-302025-11-07 QQQ INVESCO QQQ TR1.3K shares0.00%2025-09-302025-11-07 XOM EXXON MOBIL CORP6.4K shares-0.84%2025-09-302025-11-07 PFF ISHARES TR21.6K shares0.00%2025-09-302025-11-07 XLF SELECT SECTOR SPDR TR12.4K shares0.00%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN2.1K shares0.39%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.1.9K shares1.58%2025-09-302025-11-07 TXN TEXAS INSTRS INC3.2K shares0.16%2025-09-302025-11-07 JEPQ J P MORGAN EXCHANGE TRADED F10.0K shares3.64%2025-09-302025-11-07 LNG CHENIERE ENERGY INC2.4K shares0.00%2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP1.6K shares0.06%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW577 shares0.00%2025-09-302025-11-07 LPLA LPL FINL HLDGS INC1.6K shares0.00%2025-09-302025-11-07 FELG FIDELITY COVINGTON TRUST12.7K sharesnew addition2025-09-302025-11-07 IWB ISHARES TR1.4K shares0.00%2025-09-302025-11-07 SYF SYNCHRONY FINANCIAL7.2K shares0.00%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC1.4K shares-3.68%2025-09-302025-11-07 SCHA SCHWAB STRATEGIC TR16.6K shares-1.06%2025-09-302025-11-07 QCOM QUALCOMM INC2.8K shares-3.75%2025-09-302025-11-07 GD GENERAL DYNAMICS CORP1.3K shares0.00%2025-09-302025-11-07 ORCL ORACLE CORP1.6K shares1.75%2025-09-302025-11-07 XLE SELECT SECTOR SPDR TR4.9K shares0.04%2025-09-302025-11-07 FULT FULTON FINL CORP PA21.9K shares0.00%2025-09-302025-11-07 AVGO BROADCOM INC1.2K shares6.78%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.82%2025-09-302025-11-07 IVES WEDBUSH SER TR12.2K sharesnew addition2025-09-302025-11-07 CMG CHIPOTLE MEXICAN GRILL INC9.7K shares0.12%2025-09-302025-11-07 BAC BANK AMERICA CORP7.2K shares0.99%2025-09-302025-11-07 CW CURTISS WRIGHT CORP673 shares0.15%2025-09-302025-11-07 GQGU ADVISORS INNER CIRCLE FD III14.3K sharesnew addition2025-09-302025-11-07 TMO THERMO FISHER SCIENTIFIC INC731 shares-3.82%2025-09-302025-11-07 FBTC FIDELITY WISE ORIGIN BITCOIN3.5K shares18.34%2025-09-302025-11-07 FTNT FORTINET INC3.8K shares0.11%2025-09-302025-11-07 SPHQ INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2025-09-302025-11-07 SMHX VANECK ETF TRUST7.8K shares-15.61%2025-09-302025-11-07 VUG VANGUARD INDEX FDS610 shares0.00%2025-09-302025-11-07 BAC-PL BANK AMERICA CORP212 shares0.00%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS956 shares0.31%2025-09-302025-11-07 HELO J P MORGAN EXCHANGE TRADED F4.0K shares-60.11%2025-09-302025-11-07 IWF ISHARES TR541 shares0.00%2025-09-302025-11-07 HYDB ISHARES TR5.2K shares1.59%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC308 shares0.98%2025-09-302025-11-07 EXC EXELON CORP5.4K shares0.84%2025-09-302025-11-07 EFA ISHARES TR2.5K shares0.00%2025-09-302025-11-07 SCHB SCHWAB STRATEGIC TR8.9K shares1.75%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC1.1K shares0.73%2025-09-302025-11-07 DGRO ISHARES TR3.3K shares0.12%2025-09-302025-11-07 JMUB J P MORGAN EXCHANGE TRADED F4.4K shares4.61%2025-09-302025-11-07 WMT WALMART INC2.1K sharesnew addition2025-09-302025-11-07 CLOU GLOBAL X FDS9.2K shares0.00%2025-09-302025-11-07 GE GE AEROSPACE674 sharesnew addition2025-09-302025-11-07 PEG PUBLIC SVC ENTERPRISE GRP IN2.4K shares0.96%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available