Sponsored

The Analysis of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV's Holdings & P&L

Currently, PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV holds 112 types of securities in its portfolio with a total value $349.5M. In the most recent quarter, they have increased their positions in BIL (+8.7K shares, valued at $794.1K), JBND (+13.8K shares, valued at $740.4K), BINC (+13.4K shares, valued at $697.1K); decreased their positions in JPST (-9.4K shares, valued at $478.3K), AAPL (-1.8K shares, valued at $465.4K), JMST (-8.9K shares, valued at $455.7K); initiated new positions in BIL (+8.7K shares, valued at $794.1K), JBND (+13.8K shares, valued at $740.4K), CGNG (+8.6K shares, valued at $271.9K).

1M P&L

+16.4M+4.66%

3M P&L

-30.8M-7.71%

HY P&L

-27.7M-6.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A182.5M

55.9%

2Consumer Electronics37.8M

11.6%

3Software - Infrastructure29.2M

8.9%

Top Industries by Stock Count

1N/A61 stocks

59.2%

2Semiconductors5 stocks

4.9%

3Software - Infrastructure3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC148.8K shares-1.22%2026-03-312026-04-28

IVV ISHARES TR45.6K shares-0.55%2026-03-312026-04-28

MSFT MICROSOFT CORP77.4K shares0.07%2026-03-312026-04-28

JPIE J P MORGAN EXCHANGE TRADED F461.4K shares1.83%2026-03-312026-04-28

FNDX SCHWAB STRATEGIC TR675.3K shares0.50%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II358.5K shares3.89%2026-03-312026-04-28

AMZN AMAZON COM INC87.2K shares-0.13%2026-03-312026-04-28

NVDA NVIDIA CORPORATION79.9K shares0.36%2026-03-312026-04-28

Sponsored

FNDF SCHWAB STRATEGIC TR276.6K shares3.88%2026-03-312026-04-28

MGK VANGUARD WORLD FD30.8K shares0.73%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON42.9K shares0.00%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS17.1K shares1.20%2026-03-312026-04-28

IJH ISHARES TR118.0K shares-0.44%2026-03-312026-04-28

ALPHABET INC ALPHABET INC21.7K shares0.79%2026-03-312026-04-28

SMH VANECK ETF TRUST13.9K shares1.18%2026-03-312026-04-28

VMC VULCAN MATLS CO15.3K shares-1.29%2026-03-312026-04-28

Sponsored

LLY ELI LILLY & CO4.1K shares0.00%2026-03-312026-04-28

IXUS ISHARES TR42.6K shares0.00%2026-03-312026-04-28

TSLA TESLA INC9.3K shares3.22%2026-03-312026-04-28

XLY SELECT SECTOR SPDR TR30.7K shares0.00%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T4.9K shares0.10%2026-03-312026-04-28

DSI ISHARES TR26.2K shares-0.44%2026-03-312026-04-28

IJR ISHARES TR24.8K shares-0.36%2026-03-312026-04-28

SOXX ISHARES TR8.0K shares3.62%2026-03-312026-04-28

Sponsored

VO VANGUARD INDEX FDS8.9K shares0.00%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR94.6K shares13.96%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR74.5K shares0.01%2026-03-312026-04-28

CZNC CITIZENS & NORTHN CORP100.0K shares-0.75%2026-03-312026-04-28

VB VANGUARD INDEX FDS7.6K shares0.00%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares-0.49%2026-03-312026-04-28

ALPHABET INC ALPHABET INC6.5K shares-0.03%2026-03-312026-04-28

XOM EXXON MOBIL CORP10.6K shares41.04%2026-03-312026-04-28

Sponsored

ADI ANALOG DEVICES INC5.2K shares0.00%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L43.3K shares0.23%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS10.4K shares0.00%2026-03-312026-04-28

MS MORGAN STANLEY8.8K shares0.00%2026-03-312026-04-28

RTX RTX CORPORATION7.5K shares0.00%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR47.1K shares-0.96%2026-03-312026-04-28

VOT VANGUARD INDEX FDS4.9K shares0.00%2026-03-312026-04-28

VOX VANGUARD WORLD FD7.0K shares0.00%2026-03-312026-04-28

Sponsored

JPST J P MORGAN EXCHANGE TRADED F24.4K shares-27.88%2026-03-312026-04-28

NEE NEXTERA ENERGY INC13.1K shares-0.52%2026-03-312026-04-28

JMST J P MORGAN EXCHANGE TRADED F23.7K shares-27.38%2026-03-312026-04-28

VTI VANGUARD INDEX FDS3.7K shares0.32%2026-03-312026-04-28

IVW ISHARES TR10.4K shares0.00%2026-03-312026-04-28

IVES WEDBUSH SER TR38.6K shares1.94%2026-03-312026-04-28

IVE ISHARES TR5.0K shares0.00%2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR34.3K shares7.71%2026-03-312026-04-28

Sponsored

META META PLATFORMS INC1.6K shares0.13%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO2.7K shares34.79%2026-03-312026-04-28

BIL SPDR SERIES TRUST8.7K sharesnew addition2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC6.8K shares-5.79%2026-03-312026-04-28

JEPQ J P MORGAN EXCHANGE TRADED F13.7K shares34.71%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP4.1K shares-2.29%2026-03-312026-04-28

WFC-PL WELLS FARGO & CO645 shares0.00%2026-03-312026-04-28

JBND J P MORGAN EXCHANGE TRADED F13.8K sharesnew addition2026-03-312026-04-28

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-0.39%2026-03-312026-04-28

AMP AMERIPRISE FINL INC1.6K shares0.00%2026-03-312026-04-28

BROADCOM INC BROADCOM INC2.3K shares11.89%2026-03-312026-04-28

VTES VANGUARD WELLINGTON FD6.9K shares80.90%2026-03-312026-04-28

VBIL VANGUARD INSTL INDEX FD9.2K shares-32.35%2026-03-312026-04-28

CNC CENTENE CORP DEL21.2K shares-4.51%2026-03-312026-04-28

PFF ISHARES TR21.6K shares0.00%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F11.4K shares-8.70%2026-03-312026-04-28

Sponsored

ERIE ERIE INDTY CO2.5K shares0.00%2026-03-312026-04-28

XLF SELECT SECTOR SPDR TR12.4K shares0.00%2026-03-312026-04-28

TXN TEXAS INSTRS INC3.1K shares0.00%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR9.5K shares0.00%2026-03-312026-04-28

FBTC FIDELITY WISE ORIGIN BITCOIN9.6K shares26.17%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION565 shares0.00%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR18.6K shares4.62%2026-03-312026-04-28

IWB ISHARES TR1.4K shares0.00%2026-03-312026-04-28

Sponsored

SYF SYNCHRONY FINANCIAL7.1K shares0.00%2026-03-312026-04-28

VCRM VANGUARD MUN BD FDS6.4K shares25.66%2026-03-312026-04-28

LPLA LPL FINL HLDGS INC1.6K shares0.00%2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2026-03-312026-04-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares0.00%2026-03-312026-04-28

FULT FULTON FINL CORP PA21.9K shares0.00%2026-03-312026-04-28

FELG FIDELITY COVINGTON TRUST11.6K shares-8.19%2026-03-312026-04-28

CW CURTISS WRIGHT CORP613 shares-8.37%2026-03-312026-04-28

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-2.54%2026-03-312026-04-28

GPIX GOLDMAN SACHS ETF TR7.5K shares0.00%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC706 shares-6.98%2026-03-312026-04-28

BAC BANK AMERICA CORP7.0K shares0.00%2026-03-312026-04-28

QCOM QUALCOMM INC2.6K shares-9.11%2026-03-312026-04-28

MSTR STRATEGY INC2.6K shares-23.92%2026-03-312026-04-28

WMT WALMART INC2.6K shares7.27%2026-03-312026-04-28

MINO PIMCO ETF TR7.1K shares9.79%2026-03-312026-04-28

Sponsored

GLD SPDR GOLD TR739 shares27.63%2026-03-312026-04-28

FTNT FORTINET INC3.8K shares0.00%2026-03-312026-04-28

CMG CHIPOTLE MEXICAN GRILL INC9.7K shares0.00%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC362 shares18.69%2026-03-312026-04-28

IBIT ISHARES BITCOIN TRUST ETF7.6K shares4.11%2026-03-312026-04-28

SMHX VANECK ETF TRUST7.8K shares0.00%2026-03-312026-04-28

CGNG CAPITAL GROUP NEW GEOGRAPHY8.6K sharesnew addition2026-03-312026-04-28

VUG VANGUARD INDEX FDS609 shares0.00%2026-03-312026-04-28

Sponsored

EXC EXELON CORP5.4K shares0.00%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-13.17%2026-03-312026-04-28

BAC-PL BANK AMERICA CORP212 shares0.00%2026-03-312026-04-28

HYDB ISHARES TR5.3K shares1.02%2026-03-312026-04-28

EFA ISHARES TR2.5K shares0.00%2026-03-312026-04-28

JMUB J P MORGAN EXCHANGE TRADED F4.9K shares4.91%2026-03-312026-04-28

ROST ROSS STORES INC1.1K shares0.00%2026-03-312026-04-28

IWF ISHARES TR541 shares0.00%2026-03-312026-04-28

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE5.4K shares2.24%2026-03-312026-04-28

DGRO ISHARES TR3.3K shares-0.15%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS934 shares0.11%2026-03-312026-04-28

ORCL ORACLE CORP1.5K shares-2.45%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC1.1K shares10.48%2026-03-312026-04-28

SPHQ INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR8.5K shares9.24%2026-03-312026-04-28

Sponsored

AAPL

APPLE INC

-1.22%

Shares148.8K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-0.55%

Shares45.6K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

0.07%

Shares77.4K

Event2026-03-31

Filed2026-04-28

JPIE

J P MORGAN EXCHANGE TRADED F

1.83%

Shares461.4K

Event2026-03-31

Filed2026-04-28

FNDX

SCHWAB STRATEGIC TR

0.50%

Shares675.3K

Event2026-03-31

Filed2026-04-28

BINC

BLACKROCK ETF TRUST II

3.89%

Shares358.5K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-0.13%

Shares87.2K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.36%

Shares79.9K

Event2026-03-31

Filed2026-04-28

FNDF

SCHWAB STRATEGIC TR

3.88%

Shares276.6K

Event2026-03-31

Filed2026-04-28

MGK

VANGUARD WORLD FD

0.73%

Shares30.8K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.00%

Shares42.9K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

1.20%

Shares17.1K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

-0.44%

Shares118.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.79%

Shares21.7K

Event2026-03-31

Filed2026-04-28

SMH

VANECK ETF TRUST

1.18%

Shares13.9K

Event2026-03-31

Filed2026-04-28

VMC

VULCAN MATLS CO

-1.29%

Shares15.3K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-28

IXUS

ISHARES TR

0.00%

Shares42.6K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

3.22%

Shares9.3K

Event2026-03-31

Filed2026-04-28

XLY

SELECT SECTOR SPDR TR

0.00%

Shares30.7K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.10%

Shares4.9K

Event2026-03-31

Filed2026-04-28

DSI

ISHARES TR

-0.44%

Shares26.2K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-0.36%

Shares24.8K

Event2026-03-31

Filed2026-04-28

SOXX

ISHARES TR

3.62%

Shares8.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR

13.96%

Shares94.6K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

0.01%

Shares74.5K

Event2026-03-31

Filed2026-04-28

CZNC

CITIZENS & NORTHN CORP

-0.75%

Shares100.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-0.49%

Shares4.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.03%

Shares6.5K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

41.04%

Shares10.6K

Event2026-03-31

Filed2026-04-28

ADI

ANALOG DEVICES INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-28

EPD

ENTERPRISE PRODS PARTNERS L

0.23%

Shares43.3K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-28

SCHG

SCHWAB STRATEGIC TR

-0.96%

Shares47.1K

Event2026-03-31

Filed2026-04-28

VOT

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-28

VOX

VANGUARD WORLD FD

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED F

-27.88%

Shares24.4K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

-0.52%

Shares13.1K

Event2026-03-31

Filed2026-04-28

JMST

J P MORGAN EXCHANGE TRADED F

-27.38%

Shares23.7K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

0.32%

Shares3.7K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-28

IVES

WEDBUSH SER TR

1.94%

Shares38.6K

Event2026-03-31

Filed2026-04-28

IVE

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-28

SCHM

SCHWAB STRATEGIC TR

7.71%

Shares34.3K

Event2026-03-31

Filed2026-04-28