Sponsored
The Analysis of PEOPLES FINANCIAL SERVICES CORP.'s Holdings & P&L
Currently, PEOPLES FINANCIAL SERVICES CORP. holds 275 types of securities in its portfolio with a total value $211.1M. In the most recent quarter, they have increased their positions in MU (+4.2K shares, valued at $1.4M), BMY (+6.7K shares, valued at $407.9K), QCOM (+1.4K shares, valued at $181.8K); decreased their positions in LLY (-755 shares, valued at $694.4K), N/A (-1.6K shares, valued at $494.3K), XOM (-1.4K shares, valued at $234.0K); initiated new positions in MU (+4.2K shares, valued at $1.4M), TSPA (+1.7K shares, valued at $70.6K), QUAL (+300 shares, valued at $57.5K).
1M P&L
+7.1M+3.73%
3M P&L
-5.4M-2.68%
HY P&L
+7.4M+3.89%
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/A24.5M
13.4%
2Drug Manufacturers - General23.9M
13.1%
3Consumer Electronics11.0M
6.0%
Top Industries by Stock Count
1N/A60 stocks
23.9%
2Banks - Regional11 stocks
4.4%
3Drug Manufacturers - General9 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK3.0K shares-4.08%2026-03-312026-04-20
Sponsored
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT1.7K shares0.00%2026-03-312026-04-20
Sponsored
Sponsored
Sponsored
Sponsored
GLAXOSMITHKLINE PLC SPONSORED ADR GLAXOSMITHKLINE PLC SPONSORED ADR2.7K shares0.00%2026-03-312026-04-20
Sponsored
Sponsored
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS738 shares-4.16%2026-03-312026-04-20
Sponsored
Sponsored
Sponsored
Sponsored
BLACKROCK ETF TRUST II ISHARES MORTGAGE BLACKROCK ETF TRUST II ISHARES MORTGAGE425 sharesnew addition2026-03-312026-04-20
Sponsored
Sponsored
Sponsored
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A301 sharesnew addition2026-03-312026-04-20
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
-1.86%APPLE COMPUTER INC COM
Shares43.2K
Event2026-03-31
Filed2026-04-20
LLY
-6.19%LILLY ELI & CO COM
Shares11.4K
Event2026-03-31
Filed2026-04-20
BROADCOM INC NPV
-6.04%BROADCOM INC NPV
Shares24.8K
Event2026-03-31
Filed2026-04-20
MSFT
-1.17%MICROSOFT CORP
Shares19.0K
Event2026-03-31
Filed2026-04-20
AMZN
-0.86%AMAZON COM INC COM
Shares31.8K
Event2026-03-31
Filed2026-04-20
XOM
-3.87%EXXON MOBIL CORP COM
Shares34.3K
Event2026-03-31
Filed2026-04-20
ALPHABET INC CAP STK CL C
-0.95%ALPHABET INC CAP STK CL C
Shares18.4K
Event2026-03-31
Filed2026-04-20
MCD
-0.56%MCDONALDS CORP COM
Shares16.7K
Event2026-03-31
Filed2026-04-20
PFIS
-0.82%PEOPLES FINL SVCS CORP
Shares91.0K
Event2026-03-31
Filed2026-04-20
JNJ
-0.83%JOHNSON & JOHNSON COM
Shares19.3K
Event2026-03-31
Filed2026-04-20
JPM
-1.64%J P MORGAN CHASE & CO COM
Shares13.9K
Event2026-03-31
Filed2026-04-20
PG
-2.73%PROCTER & GAMBLE CO COM
Shares28.1K
Event2026-03-31
Filed2026-04-20
ABBV
-1.18%ABBVIE INC
Shares18.6K
Event2026-03-31
Filed2026-04-20
ALPHABET INC CAP STK CL A
-1.85%ALPHABET INC CAP STK CL A
Shares13.3K
Event2026-03-31
Filed2026-04-20
CVX
-0.36%CHEVRON CORPORATION COM
Shares16.2K
Event2026-03-31
Filed2026-04-20
FAST
-1.08%FASTENAL CO COM
Shares66.2K
Event2026-03-31
Filed2026-04-20
EFA
3.54%ISHARES TR MSCI EAFE INDEX
Shares31.3K
Event2026-03-31
Filed2026-04-20
MA
-1.62%MASTERCARD INCORPORATED
Shares6.0K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY B NEW
-1.83%BERKSHIRE HATHAWAY B NEW
Shares6.0K
Event2026-03-31
Filed2026-04-20
AXP
-4.02%AMERICAN EXPRESS CO COM
Shares9.2K
Event2026-03-31
Filed2026-04-20
MERCK & CO INC NEW
-0.65%MERCK & CO INC NEW
Shares22.2K
Event2026-03-31
Filed2026-04-20
CSCO
-1.64%CISCO SYS INC COM
Shares32.6K
Event2026-03-31
Filed2026-04-20
ADI
-2.62%ANALOG DEVICES INC
Shares7.8K
Event2026-03-31
Filed2026-04-20
VO
-0.15%VANGUARD MID CAP ETF
Shares8.6K
Event2026-03-31
Filed2026-04-20
QLV
-0.54%FLEXSHARES TR US QT LW VLTY
Shares34.0K
Event2026-03-31
Filed2026-04-20
VB
3.08%VANGUARD SMALL CAP ETF
Shares9.0K
Event2026-03-31
Filed2026-04-20
EMR
-1.24%EMERSON ELEC CO COM
Shares17.7K
Event2026-03-31
Filed2026-04-20
GS
-1.90%GOLDMAN SACHS GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-04-20
NEE
0.02%NEXTERA ENERGY INC
Shares22.1K
Event2026-03-31
Filed2026-04-20
VEA
-0.20%VANGUARD FTSE DEVELOPED MARKET ETF
Shares30.6K
Event2026-03-31
Filed2026-04-20
VZ
-2.77%VERIZON COMMUNICATIONS COM
Shares36.1K
Event2026-03-31
Filed2026-04-20
ORCL
-2.76%ORACLE CORP COM
Shares12.1K
Event2026-03-31
Filed2026-04-20
SO
0.10%SOUTHERN CO COM
Shares18.0K
Event2026-03-31
Filed2026-04-20
APD
-0.39%AIR PRODUCT AND CHEMICALS INC
Shares5.8K
Event2026-03-31
Filed2026-04-20
ENB
-1.11%ENBRIDGE INC
Shares29.1K
Event2026-03-31
Filed2026-04-20
HD
-2.75%HOME DEPOT INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-20
BMY
35.49%BRISTOL MYERS SQUIBB CO
Shares25.7K
Event2026-03-31
Filed2026-04-20
AMGN
-0.86%AMGEN INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-20
PNC
-4.56%PNC FINL SVCS GROUP INC COM
Shares7.3K
Event2026-03-31
Filed2026-04-20
CAT
-1.48%CATERPILLAR INC DEL COM
Shares2.1K
Event2026-03-31
Filed2026-04-20
KO
-2.35%COCA COLA CO COM
Shares19.7K
Event2026-03-31
Filed2026-04-20
XLU
-2.25%SPDR UTILITIES
Shares31.9K
Event2026-03-31
Filed2026-04-20
MU
NewMICRON TECHNOLOGY INC
Shares4.2K
Event2026-03-31
Filed2026-04-20
DE
-0.28%DEERE & CO COM
Shares2.5K
Event2026-03-31
Filed2026-04-20
RTX
-0.43%RAYTHEON TECHNOLOGIES CORP COM
Shares6.7K
Event2026-03-31
Filed2026-04-20
BA
1.02%BOEING CO COM
Shares6.5K
Event2026-03-31
Filed2026-04-20
MS
-2.16%MORGAN STANLEY DEAN WITTER DISCOVER & CO
Shares7.7K
Event2026-03-31
Filed2026-04-20
QCOM
17.01%QUALCOMM INC COM
Shares9.7K
Event2026-03-31
Filed2026-04-20
AMAT
-0.92%APPLIED MATLS INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-20
META
-3.63%META PLATFORMS INC
Shares2.2K
Event2026-03-31
Filed2026-04-20
WMT
-0.50%WAL MART STORES INC COM
Shares9.9K
Event2026-03-31
Filed2026-04-20
PEP
-2.16%PEPSICO INC COM
Shares7.9K
Event2026-03-31
Filed2026-04-20
AZO
0.00%AUTOZONE INC COM
Shares363
Event2026-03-31
Filed2026-04-20
DUKE ENERGY HLDG CORP
-0.71%DUKE ENERGY HLDG CORP
Shares9.2K
Event2026-03-31
Filed2026-04-20
ABT
-1.17%ABBOTT LABS COM
Shares11.7K
Event2026-03-31
Filed2026-04-20
BLACKROCK INC COM
-0.87%BLACKROCK INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-20
VANGUARD 500 INDEX FUND
-0.78%VANGUARD 500 INDEX FUND
Shares1.8K
Event2026-03-31
Filed2026-04-20
LMT
-1.71%LOCKHEED MARTIN CORP COM
Shares1.7K
Event2026-03-31
Filed2026-04-20
PFE
-1.33%PFIZER INC COM
Shares36.9K
Event2026-03-31
Filed2026-04-20
VXUS
1.44%VANGUARD TOTAL INTL STOCK VG TL INTL STK F
Shares13.4K
Event2026-03-31
Filed2026-04-20
VNQ
-1.69%VANGUARD REAL ESTATE
Shares11.3K
Event2026-03-31
Filed2026-04-20
VWO
3.14%VANGUARD EMERGING MARKETS ETF
Shares18.5K
Event2026-03-31
Filed2026-04-20
D
-2.46%DOMINION RES INC VA NEW COM
Shares15.9K
Event2026-03-31
Filed2026-04-20
FNB
0.00%F N B CORP PA
Shares57.9K
Event2026-03-31
Filed2026-04-20
XLE
-0.08%SPDR ENERGY
Shares14.2K
Event2026-03-31
Filed2026-04-20
IBM
-11.13%INTERNATIONAL BUSINESS MACHSCOM
Shares3.6K
Event2026-03-31
Filed2026-04-20
IVV
0.00%ISHARES S&P 500 INDEX
Shares1.3K
Event2026-03-31
Filed2026-04-20
XLB
-2.63%SPDR MATERIALS
Shares17.2K
Event2026-03-31
Filed2026-04-20
MDLZ
-0.15%MONDELEZ INTL INC
Shares14.7K
Event2026-03-31
Filed2026-04-20
XLC
-2.69%SPDR COMMUNICATION
Shares7.6K
Event2026-03-31
Filed2026-04-20
WFC
-2.17%WELLS FARGO & CO NEW COM
Shares10.4K
Event2026-03-31
Filed2026-04-20
PPL
-1.97%PPL CORP, COM
Shares21.2K
Event2026-03-31
Filed2026-04-20
PM
0.00%PHILIP MORRIS INTL INC
Shares4.6K
Event2026-03-31
Filed2026-04-20
PSX
0.00%PHILLIPS 66
Shares4.1K
Event2026-03-31
Filed2026-04-20
UNP
0.00%UNION PAC CORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-20
HON
0.37%HONEYWELL INTL INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-20
ASML
-1.14%ASML HOLDING N V N Y REGISTRY SHS
Shares522
Event2026-03-31
Filed2026-04-20
NSC
-2.15%NORFOLK SOUTHERN CORP
Shares2.4K
Event2026-03-31
Filed2026-04-20
COST
-1.77%COSTCO WHSL CORP NEW
Shares667
Event2026-03-31
Filed2026-04-20
NBTB
0.00%NBT BANCORP INC COM
Shares15.0K
Event2026-03-31
Filed2026-04-20
VTV
-0.86%VANGUARD VALUE ETF
Shares3.1K
Event2026-03-31
Filed2026-04-20
NVDA
0.78%NVIDIA CORP COM
Shares3.5K
Event2026-03-31
Filed2026-04-20
T
-1.74%AT&T INC COM
Shares20.7K
Event2026-03-31
Filed2026-04-20
LOW
0.00%LOWES COS INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-20
VUG
-3.78%VANGUARD GROWTH ETF
Shares1.2K
Event2026-03-31
Filed2026-04-20
GENERAL ELEC CO COM
-11.25%GENERAL ELEC CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-20
XYL
-0.55%XYLEM INC
Shares4.1K
Event2026-03-31
Filed2026-04-20
V
-2.58%VISA CLASS A
Shares1.6K
Event2026-03-31
Filed2026-04-20
NKE
-4.77%NIKE INC CL B
Shares9.3K
Event2026-03-31
Filed2026-04-20
AWK
-0.19%AMERICAN WATER WORKS
Shares3.6K
Event2026-03-31
Filed2026-04-20
ADBE
-2.33%ADOBE INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-20
CTVA
-1.07%CORTEVA INC COM
Shares5.8K
Event2026-03-31
Filed2026-04-20
CMCSA
-1.96%COMCAST CORP
Shares16.2K
Event2026-03-31
Filed2026-04-20
GIS
-0.92%GENERAL MLS INC COM
Shares12.2K
Event2026-03-31
Filed2026-04-20
MPC
0.00%MARATHON PETROLEUM CORP
Shares1.8K
Event2026-03-31
Filed2026-04-20
MCHP
-0.26%MICROCHIP TECHNOLOGY INC COM
Shares6.9K
Event2026-03-31
Filed2026-04-20
EXPD
0.00%EXPEDITORS INTL WASH INC
Shares2.9K
Event2026-03-31
Filed2026-04-20
ADP
-6.89%AUTOMATIC DATA PROCESSING INCOM
Shares2.0K
Event2026-03-31
Filed2026-04-20
WM
-1.12%WASTE MANAGEMENT INC NEW
Shares1.8K
Event2026-03-31
Filed2026-04-20
KMB
0.00%KIMBERLY CLARK CORP COM
Shares4.2K
Event2026-03-31
Filed2026-04-20
CL
0.00%COLGATE PALMOLIVE CO COM
Shares4.7K
Event2026-03-31
Filed2026-04-20
UPS
-1.81%UNITED PARCEL SERVICE INC CL B
Shares4.0K
Event2026-03-31
Filed2026-04-20
TGT
-1.86%TARGET CORP
Shares3.2K
Event2026-03-31
Filed2026-04-20
MO
0.00%ALTRIA GROUP INC
Shares5.7K
Event2026-03-31
Filed2026-04-20
SBUX
0.00%STARBUCKS CORP COM
Shares4.2K
Event2026-03-31
Filed2026-04-20
ECL
-0.14%ECOLAB INC
Shares1.4K
Event2026-03-31
Filed2026-04-20
AEP
0.00%AMERICAN ELEC PWR INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-20
QNITY ELECTRONICS INC COMMON STOCK
-4.08%QNITY ELECTRONICS INC COMMON STOCK
Shares3.0K
Event2026-03-31
Filed2026-04-20
COP
0.39%CONOCOPHILLIPS COM
Shares2.6K
Event2026-03-31
Filed2026-04-20
VODAFONE GROUP PLC
-0.66%VODAFONE GROUP PLC
Shares22.2K
Event2026-03-31
Filed2026-04-20
MMM
-1.09%3M CO
Shares2.3K
Event2026-03-31
Filed2026-04-20
ONTO
-0.50%ONTO INNOVATION INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-20
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT
0.00%INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT
Shares1.7K
Event2026-03-31
Filed2026-04-20
GEV
0.00%GE VERNOVA INC COM
Shares368
Event2026-03-31
Filed2026-04-20
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares5.6K
Event2026-03-31
Filed2026-04-20
DUPONT DE NEMOURS INC COM
-0.91%DUPONT DE NEMOURS INC COM
Shares6.8K
Event2026-03-31
Filed2026-04-20
DHR
-0.54%DANAHER CORP
Shares1.6K
Event2026-03-31
Filed2026-04-20
CBU
0.00%COMMUNITY BANK SYSTEM INC
Shares5.1K
Event2026-03-31
Filed2026-04-20
SHEL
0.00%SHELL PLC SPON ADS
Shares3.1K
Event2026-03-31
Filed2026-04-20
MEDTRONIC PLC ORDINARY
-9.69%MEDTRONIC PLC ORDINARY
Shares3.3K
Event2026-03-31
Filed2026-04-20
USB
-2.67%US BANCORP
Shares5.5K
Event2026-03-31
Filed2026-04-20
XLK
-6.97%SPDR TECHNOLOGY
Shares2.1K
Event2026-03-31
Filed2026-04-20
AMP
0.00%AMERIPRISE FINL INC COM
Shares625
Event2026-03-31
Filed2026-04-20
XEL
0.00%XCEL ENERGY INC
Shares3.4K
Event2026-03-31
Filed2026-04-20
NVS
-1.08%NOVARTIS AG
Shares1.7K
Event2026-03-31
Filed2026-04-20
DIS
0.00%DISNEY WALT CO COM DISNEY
Shares2.5K
Event2026-03-31
Filed2026-04-20
BP
-0.14%BP PLC SPONSORED ADR
Shares5.1K
Event2026-03-31
Filed2026-04-20
XLF
-1.57%SPDR FINANCIALS
Shares4.7K
Event2026-03-31
Filed2026-04-20
TMO
-0.85%THERMO FISCHER SCIENTIFIC
Shares464
Event2026-03-31
Filed2026-04-20
PANW
44.47%PALO ALTO NETWORKS INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-20
IWF
55.69%ISHARES RUSSELL 1000 GROWTH
Shares506
Event2026-03-31
Filed2026-04-20
GLD
0.00%GOLD TRUST
Shares500
Event2026-03-31
Filed2026-04-20
XLY
-1.82%SPDR DISCRETIONARY
Shares1.9K
Event2026-03-31
Filed2026-04-20
XLV
0.00%SPDR HEALTH CARE
Shares1.4K
Event2026-03-31
Filed2026-04-20
INTC
0.00%INTEL CORP COM
Shares4.6K
Event2026-03-31
Filed2026-04-20
EXC
0.00%EXELON CORP COM
Shares4.2K
Event2026-03-31
Filed2026-04-20
MCK
0.00%MCKESSON CORP
Shares222
Event2026-03-31
Filed2026-04-20
CITIGROUP INC NEW
4.86%CITIGROUP INC NEW
Shares1.6K
Event2026-03-31
Filed2026-04-20
STT
0.00%STATE STR CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-20
SLB
0.00%SCHLUMBERGER LTD COM
Shares3.3K
Event2026-03-31
Filed2026-04-20
OXY
0.00%OCCIDENTAL PETE CORP DEL COM
Shares2.6K
Event2026-03-31
Filed2026-04-20
NVO
-0.15%NOVO-NORDISK A S ADR
Shares4.5K
Event2026-03-31
Filed2026-04-20
KHC
0.00%KRAFT HEINZ CO COM
Shares7.1K
Event2026-03-31
Filed2026-04-20
ACCENTURE LTD BERMUDA CL A
-11.26%ACCENTURE LTD BERMUDA CL A
Shares788
Event2026-03-31
Filed2026-04-20
BK
0.00%BANK NEW YORK MELLON CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-20
GENERAL DYNAMICS CORP
-2.60%GENERAL DYNAMICS CORP
Shares450
Event2026-03-31
Filed2026-04-20
DOW
-38.85%DOW HLDGS INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-20
SCHB
0.00%SCHWAB STRATEGIC TR US BRD MKT ETF
Shares6.0K
Event2026-03-31
Filed2026-04-20
GLAXOSMITHKLINE PLC SPONSORED ADR
0.00%GLAXOSMITHKLINE PLC SPONSORED ADR
Shares2.7K
Event2026-03-31
Filed2026-04-20
EATON CORP PLC
0.00%EATON CORP PLC
Shares410
Event2026-03-31
Filed2026-04-20
DVY
0.00%I SHARES TR DJ SLECT DIV INDEX
Shares951
Event2026-03-31
Filed2026-04-20
VXF
0.00%VANGUARD INDEX FDS EXTEND MKT ETF
Shares698
Event2026-03-31
Filed2026-04-20
IWD
252.43%ISHARES RUSSELL 1000 VALUE
Shares652
Event2026-03-31
Filed2026-04-20
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-20
VGT
0.00%VANGUARD INFORMATION TECH ETF
Shares198
Event2026-03-31
Filed2026-04-20
GDX
0.00%VANECK VECTORS ETF TR GOLD MINERS ETF
Shares1.4K
Event2026-03-31
Filed2026-04-20
PSLV
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
Shares5.0K
Event2026-03-31
Filed2026-04-20
NDAQ
0.00%NASDAQ INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-20
NWFL
11.95%NORWOOD FINANCIAL CORPORATION
Shares4.0K
Event2026-03-31
Filed2026-04-20
SYY
0.00%SYSCO CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-20
CMI
0.00%CUMMINS INC COM
Shares207
Event2026-03-31
Filed2026-04-20
PYPL
0.00%PAYPAL HLDGS INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-20
QAI
0.00%INDEXIQ ETF TR HEDGE MLTI ETF
Shares3.2K
Event2026-03-31
Filed2026-04-20
CVS
-0.68%CVS/CAREMARK CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-20
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares309
Event2026-03-31
Filed2026-04-20
HSY
0.00%HERSHEY FOODS CORP COM
Shares429
Event2026-03-31
Filed2026-04-20
NFLX
0.00%NETFLIX INC COM
Shares920
Event2026-03-31
Filed2026-04-20
TT
0.00%TRANE TECHNOLOGIES PLC SHS
Shares200
Event2026-03-31
Filed2026-04-20
XLRE
0.00%SPDR REAL ESTATE
Shares2.0K
Event2026-03-31
Filed2026-04-20
PLD
0.00%PROLOGIS INC. COM
Shares603
Event2026-03-31
Filed2026-04-20
PHM
0.00%PULTE GROUP, INC.
Shares638
Event2026-03-31
Filed2026-04-20
PPG
-5.53%PPG INDS INC COM
Shares700
Event2026-03-31
Filed2026-04-20
CEG
0.00%CONSTELLATION ENERGY CORP COM
Shares266
Event2026-03-31
Filed2026-04-20
TSPA
NewT ROWE PRICE ETF INC US EQUITY RESEAR
Shares1.7K
Event2026-03-31
Filed2026-04-20
DLR
0.00%DIGITAL RLTY TR INC COM
Shares351
Event2026-03-31
Filed2026-04-20
SU
0.00%SUNCOR ENERGY INC NEW COM
Shares913
Event2026-03-31
Filed2026-04-20
QUAL
NewISHARES TR MSCI USA QLT FCT
Shares300
Event2026-03-31
Filed2026-04-20
CDNS
0.00%CADENCE DESIGN SYSTEM INC COM
Shares206
Event2026-03-31
Filed2026-04-20
ED
0.00%CONSOLIDATED EDISON INC
Shares502
Event2026-03-31
Filed2026-04-20
SOLSTICE ADVANCED MATLS INC COM SHS
-4.16%SOLSTICE ADVANCED MATLS INC COM SHS
Shares738
Event2026-03-31
Filed2026-04-20
XLI
0.00%SPDR INDUSTRIALS
Shares343
Event2026-03-31
Filed2026-04-20
NUE
0.00%NUCOR CORP
Shares325
Event2026-03-31
Filed2026-04-20
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares664
Event2026-03-31
Filed2026-04-20
WY
0.00%WEYERHAEUSER CO COM
Shares2.1K
Event2026-03-31
Filed2026-04-20
NYT
0.00%NEW YORK TIMES CO CL A
Shares600
Event2026-03-31
Filed2026-04-20
TRGP
0.00%TARGA RES CORP COM
Shares200
Event2026-03-31
Filed2026-04-20
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares100
Event2026-03-31
Filed2026-04-20
BSV
0.00%VANGUARD B SHORT TERM BOND
Shares625
Event2026-03-31
Filed2026-04-20
BND
0.00%VANGUARD BD INDEX FD INC TOTAL BD MARKET
Shares619
Event2026-03-31
Filed2026-04-20
PGX
0.00%INVESCO EX PFD ETF
Shares4.0K
Event2026-03-31
Filed2026-04-20
DG
0.00%DOLLAR GEN CORP COM
Shares334
Event2026-03-31
Filed2026-04-20
TXN
0.00%TEXAS INSTRS INC COM
Shares202
Event2026-03-31
Filed2026-04-20
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares326
Event2026-03-31
Filed2026-04-20
CLX
0.00%CLOROX COMPANY
Shares361
Event2026-03-31
Filed2026-04-20
EBAY
0.00%EBAY INC COM
Shares408
Event2026-03-31
Filed2026-04-20
DWX
0.00%SPDR INDEX SHS FDS S&P INTL ETF
Shares800
Event2026-03-31
Filed2026-04-20
FDX
0.00%FEDEX CORPORATION
Shares100
Event2026-03-31
Filed2026-04-20
BAC
0.00%BANKAMERICA CORP NEW
Shares708
Event2026-03-31
Filed2026-04-20
BAX
0.00%BAXTER INTL INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-20
CCNE
0.00%CNB FINL CORP PA COM
Shares1.1K
Event2026-03-31
Filed2026-04-20
TJX
0.00%TJX COMPANIES
Shares200
Event2026-03-31
Filed2026-04-20
IJR
0.00%ISHARES S&P 600 INDEX
Shares250
Event2026-03-31
Filed2026-04-20
LULU
0.00%LULULEMON ATHLETICA
Shares200
Event2026-03-31
Filed2026-04-20
PRU
0.00%PRUDENTIAL FINANCIAL INC
Shares312
Event2026-03-31
Filed2026-04-20
IWR
0.00%ISHARES RUSSELL MID-CAP ETF
Shares300
Event2026-03-31
Filed2026-04-20
PAYX
0.00%PAYCHEX INC COM
Shares316
Event2026-03-31
Filed2026-04-20
A
0.00%AGILENT TECHNOLOGIES INC COM
Shares253
Event2026-03-31
Filed2026-04-20
ZTS
-0.45%ZOETIS INC CL A
Shares221
Event2026-03-31
Filed2026-04-20
TFC
0.00%TRUIST FINL CORP COM
Shares568
Event2026-03-31
Filed2026-04-20
IWN
NewISHARES RUSSELL 2000 VAL ETF
Shares136
Event2026-03-31
Filed2026-04-20
YUM
0.00%YUM BRANDS INC
Shares160
Event2026-03-31
Filed2026-04-20
CSX
0.00%CSX CORP COM
Shares600
Event2026-03-31
Filed2026-04-20
WBD
0.00%DISCOVERY GLOBAL HOLDINGS INCOM SER A
Shares848
Event2026-03-31
Filed2026-04-20
ET
0.00%ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS
Shares1.2K
Event2026-03-31
Filed2026-04-20
GPC
0.00%GENUINE PARTS CO COM
Shares211
Event2026-03-31
Filed2026-04-20
BLACKROCK ETF TRUST II ISHARES MORTGAGE
NewBLACKROCK ETF TRUST II ISHARES MORTGAGE
Shares425
Event2026-03-31
Filed2026-04-20
ALL
0.00%ALLSTATE CORP COM
Shares100
Event2026-03-31
Filed2026-04-20
GEHC
-4.97%GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK
Shares287
Event2026-03-31
Filed2026-04-20
HAS
0.00%HASBRO INC COM
Shares218
Event2026-03-31
Filed2026-04-20
COF
0.00%CAPITAL ONE FINL CORP
Shares111
Event2026-03-31
Filed2026-04-20
XLP
0.00%SPDR STAPLES
Shares216
Event2026-03-31
Filed2026-04-20
COIN
0.00%COINBASE GLOBAL INC COM CL A
Shares100
Event2026-03-31
Filed2026-04-20
PTL
NewNORTHERN LTS FD TR IV INSPIRE 500 ETF
Shares69
Event2026-03-31
Filed2026-04-20
SYF
0.00%SYNCHRONY FINANCIAL COM
Shares250
Event2026-03-31
Filed2026-04-20
TSLA
0.00%TESLA MOTORS, INC
Shares45
Event2026-03-31
Filed2026-04-20
ALNY
0.00%ALNYLAM PHARMACEUTICALS INC COM
Shares50
Event2026-03-31
Filed2026-04-20
EIM
0.00%EATON VANCE INSURED MUNI BD FD
Shares1.7K
Event2026-03-31
Filed2026-04-20
TSCO
0.00%TRACTOR SUPPLY CO COM
Shares355
Event2026-03-31
Filed2026-04-20
OEF
0.00%ISHARES S&P 100
Shares50
Event2026-03-31
Filed2026-04-20
FCX
0.00%FREEPORTMCMORAN COPP CL B
Shares268
Event2026-03-31
Filed2026-04-20
IEMG
NewISHARES INC CORE MSCI EMKT
Shares220
Event2026-03-31
Filed2026-04-20
GM
0.00%GENERAL MOTORS CO COM
Shares200
Event2026-03-31
Filed2026-04-20
RF
0.00%REGIONS FINANCIAL CORP NEW
Shares570
Event2026-03-31
Filed2026-04-20
GOVT
0.00%ISHARES TR US TREAS BD ETF
Shares619
Event2026-03-31
Filed2026-04-20
IR
0.00%INGERSOLL RAND INC COM
Shares176
Event2026-03-31
Filed2026-04-20
ALC
0.00%ALCON INC ORD SHS
Shares181
Event2026-03-31
Filed2026-04-20
LYB
0.00%LYONDELLBASELL INDUSTRIES N.V. CL A
Shares158
Event2026-03-31
Filed2026-04-20
VOE
0.00%VANGUARD INDEX FDS MCAP VL IDXVIP
Shares69
Event2026-03-31
Filed2026-04-20
IWP
0.00%ISHARES TR RUS MD CP GR ETF
Shares99
Event2026-03-31
Filed2026-04-20
BIBL
NewNORTHERN LTS FD TR IV INSPIRE 100 ETF
Shares267
Event2026-03-31
Filed2026-04-20
TPLC
NewTIMOTHY PLAN US LRGMD CP CORE
Shares267
Event2026-03-31
Filed2026-04-20
ISRG
0.00%INTUITIVE SURGICAL INC.
Shares25
Event2026-03-31
Filed2026-04-20
TPIF
NewTIMOTHY PLAN INTL ETF
Shares315
Event2026-03-31
Filed2026-04-20
WWJD
NewNORTHERN LTS FD TR IV INSPIRE INTL ETF
Shares303
Event2026-03-31
Filed2026-04-20
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares301
Event2026-03-31
Filed2026-04-20
NCV
0.00%VIRTUS CONVERTABLE & INCOME COM
Shares707
Event2026-03-31
Filed2026-04-20
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares250
Event2026-03-31
Filed2026-04-20
ISMD
NewNORTHERN LTS FD TR IV INSPIRE SML/ MID
Shares246
Event2026-03-31
Filed2026-04-20
SNY
0.00%SANOFI AVENTIS SPONSORED ADR
Shares200
Event2026-03-31
Filed2026-04-20
ALLE
0.00%ALLEGION PLC
Shares66
Event2026-03-31
Filed2026-04-20
EMN
0.00%EASTMAN CHEMICAL CO
Shares124
Event2026-03-31
Filed2026-04-20
EXE
0.00%EXPAND ENERGY CORPORATION COM
Shares86
Event2026-03-31
Filed2026-04-20
VEU
0.00%VANGUARD INTL EQUITY INDEX FALLWRLD EX US
Shares120
Event2026-03-31
Filed2026-04-20
VTRS
-3.88%VIATRIS INC COM
Shares594
Event2026-03-31
Filed2026-04-20
YUMC
0.00%YUM CHINA HLDGS INC COM
Shares160
Event2026-03-31
Filed2026-04-20
ZBH
0.00%ZIMMER HLDGS INC COM
Shares80
Event2026-03-31
Filed2026-04-20
SLV
NewISHARES SILVER TRUST ETF
Shares100
Event2026-03-31
Filed2026-04-20
FDBC
0.00%FIDELITY D & D BANCORP INC COM
Shares146
Event2026-03-31
Filed2026-04-20
IEFA
NewISHARES TR CORE MSCI EAFE
Shares69
Event2026-03-31
Filed2026-04-20
F
0.00%FORD MTR CO DEL COM PAR $0.01
Shares500
Event2026-03-31
Filed2026-04-20
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares87
Event2026-03-31
Filed2026-04-20
AXON
0.00%AXON ENTERPRISE INC COM
Shares10
Event2026-03-31
Filed2026-04-20
CHTR
0.00%CHARTER COMMUNICATIONS INC NCL A
Shares16
Event2026-03-31
Filed2026-04-20
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares40
Event2026-03-31
Filed2026-04-20
EPP
0.00%ISHARES MSCI PAC JP ETF
Shares50
Event2026-03-31
Filed2026-04-20
VLTO
0.00%VERALTO CORP COM SHS
Shares26
Event2026-03-31
Filed2026-04-20
CC
0.00%CHEMOURS CO COM
Shares96
Event2026-03-31
Filed2026-04-20
WAB
-27.27%WABTEC CORP COM
Shares8
Event2026-03-31
Filed2026-04-20
JRS
0.00%NUVEEN REAL ESTATE INCOME FD
Shares200
Event2026-03-31
Filed2026-04-20
WMB
NewWILLIAMS CO INC
Shares20
Event2026-03-31
Filed2026-04-20
HLN
0.00%HALEON PLC SPON ADS
Shares100
Event2026-03-31
Filed2026-04-20
MNKD
0.00%MANNKIND CORPORATION
Shares217
Event2026-03-31
Filed2026-04-20
KD
0.00%KYNDRYL HLDGS INC COMMON STOCK
Shares33
Event2026-03-31
Filed2026-04-20
MJ
0.00%AMPLIFY ETF TR ALTRNTV HARV ETF
Shares8
Event2026-03-31
Filed2026-04-20
KMI
0.00%KINDER MORGAN INC (DE) CLASS P
Shares1
Event2026-03-31
Filed2026-04-20
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available