Sponsored

The Analysis of PHILADELPHIA TRUST CO's Holdings & P&L

Currently, PHILADELPHIA TRUST CO holds 265 types of securities in its portfolio with a total value $1.4M. In the most recent quarter, they have increased their positions in N/A (+136.0K shares, valued at $10.4K), N/A (+50.5K shares, valued at $2.7K), FCX (+36.2K shares, valued at $2.1K); decreased their positions in NVDA (-78.4K shares, valued at $13.7K), N/A (-16.6K shares, valued at $4.0K), NEM (-27.0K shares, valued at $2.9K); initiated new positions in EWZ (+15.9K shares, valued at $610), BP (+12.6K shares, valued at $593), KWEB (+19.7K shares, valued at $559).

1M P&L

+57.0M+4.82%

3M P&L

-18.0M-1.43%

HY P&L

+35.5M+2.95%

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

1Semiconductors202.1K

17.1%

2Aerospace & Defense129.4K

11.0%

3N/A99.0K

8.4%

Top Industries by Stock Count

1N/A54 stocks

23.3%

2Drug Manufacturers - General10 stocks

4.3%

3Semiconductors9 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP967.5K shares-7.50%2026-03-312026-05-13

AAPL APPLE INC255.6K shares-0.85%2026-03-312026-05-13

ALPHABET INC CL A ALPHABET INC CL A199.1K shares-2.35%2026-03-312026-05-13

COHERENT CORP COHERENT CORP229.7K shares-6.74%2026-03-312026-05-13

MSFT MICROSOFT CORP117.8K shares-4.43%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC-CL B BERKSHIRE HATHAWAY INC-CL B88.7K shares-0.44%2026-03-312026-05-13

RTX RTX CORPORATION215.7K shares-0.51%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC48.0K shares-4.12%2026-03-312026-05-13

Sponsored

LHX L3 HARRIS TECHNOLOGIES INC117.2K shares-0.33%2026-03-312026-05-13

ABBV ABBVIE INC180.1K shares-1.05%2026-03-312026-05-13

BWXT BWX TECHNOLOGIES INC170.8K shares-1.47%2026-03-312026-05-13

BROADCOM INC BROADCOM INC111.4K shares-4.54%2026-03-312026-05-13

IBM IBM CORPORATION127.8K shares-0.64%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC72.5K shares-0.61%2026-03-312026-05-13

ABT ABBOTT LABS INC251.1K shares-1.52%2026-03-312026-05-13

HON HONEYWELL INTERNATIONAL INC110.1K shares2.13%2026-03-312026-05-13

Sponsored

PGC PEAPACK-GLADSTONE FINL CORP671.8K shares-2.02%2026-03-312026-05-13

DRS LEONARDO DRS INC497.8K shares-0.26%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC.130.6K shares-1.46%2026-03-312026-05-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC269.9K shares101.60%2026-03-312026-05-13

AMZN AMAZON COM INC96.6K shares1.37%2026-03-312026-05-13

IQV IQVIA HOLDINGS INC113.2K shares-0.51%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC258.5K shares1.67%2026-03-312026-05-13

MPC MARATHON PETROLEUM CORPORATION75.6K shares4.84%2026-03-312026-05-13

Sponsored

META META PLATFORMS INC29.7K shares-3.13%2026-03-312026-05-13

NEM NEWMONT CORP156.3K shares-14.72%2026-03-312026-05-13

ALPHABET INC CL C ALPHABET INC CL C54.7K shares-1.62%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS21.2K shares-0.87%2026-03-312026-05-13

MGK VANGUARD WORLD FD32.5K shares0.00%2026-03-312026-05-13

VTI VANGUARD TOTAL STOCK MARKET ETF36.8K shares-0.27%2026-03-312026-05-13

PHYS SPROTT PHYSICAL GOLD TR304.6K shares-7.54%2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC54.2K shares22.86%2026-03-312026-05-13

Sponsored

AMGN AMGEN INC29.8K shares10.09%2026-03-312026-05-13

XOM EXXON MOBIL CORPORATION61.6K shares13.04%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS202.3K shares-4.22%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC167.5K shares27.57%2026-03-312026-05-13

DHI D R HORTON INC71.4K shares12.22%2026-03-312026-05-13

JPM JP MORGAN CHASE & CO33.2K shares-0.08%2026-03-312026-05-13

CTRA COTERRA ENERGY INC277.3K shares0.50%2026-03-312026-05-13

BAC BANK OF AMERICA CORP191.8K shares3.01%2026-03-312026-05-13

Sponsored

TJX TJX COMPANIES52.7K shares-0.42%2026-03-312026-05-13

AMAT APPLIED MATLS INC23.0K shares-2.13%2026-03-312026-05-13

T AT&T INC270.0K shares1.77%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON30.9K shares7.18%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC15.1K shares16.77%2026-03-312026-05-13

DUKE ENERGY CORP DUKE ENERGY CORP48.5K shares3.83%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC52.4K shares-0.50%2026-03-312026-05-13

EMBASSY BANCORP INC EMBASSY BANCORP INC295.9K shares0.00%2026-03-312026-05-13

Sponsored

GAB GABELLI EQUITY TR INC1.0M shares-3.95%2026-03-312026-05-13

GHM GRAHAM CORP70.0K shares-2.86%2026-03-312026-05-13

CRM SALESFORCE.COM29.6K shares-8.04%2026-03-312026-05-13

PM PHILIP MORRIS INTERNATIONAL30.4K shares2.38%2026-03-312026-05-13

V VISA INC CL A15.8K shares-3.27%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS21.9K shares-1.80%2026-03-312026-05-13

ALPS ETF TR ALPS ETF TR88.2K shares133.88%2026-03-312026-05-13

CDRE CADRE HLDGS INC149.9K shares-9.08%2026-03-312026-05-13

Sponsored

ELAN ELANCO ANIMAL HEALTH INC188.8K shares-7.13%2026-03-312026-05-13

PKBK PARKE BANCORP INC153.9K shares0.00%2026-03-312026-05-13

IWB ISHARES TR11.9K shares0.00%2026-03-312026-05-13

DGICA DONEGAL GROUP INC235.6K shares-4.87%2026-03-312026-05-13

HLIT HARMONIC INC440.6K shares-24.18%2026-03-312026-05-13

ITA ISHARES TR18.1K shares0.68%2026-03-312026-05-13

EQT CORP EQT CORP61.2K shares16.84%2026-03-312026-05-13

NBIX NEUROCRINE BIOSCIENCES INC28.1K shares-2.30%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO3.9K shares-9.01%2026-03-312026-05-13

STAG STAG INDL INC97.2K shares0.70%2026-03-312026-05-13

NKE NIKE INC66.3K shares47.43%2026-03-312026-05-13

VO VANGUARD INDEX FDS11.4K shares0.00%2026-03-312026-05-13

VOOG VANGUARD ADMIRAL FDS INC7.8K shares0.00%2026-03-312026-05-13

AMKR AMKOR TECHNOLOGY INC66.4K shares0.00%2026-03-312026-05-13

GSK PLC GSK PLC53.7K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION14.2K shares9.18%2026-03-312026-05-13

Sponsored

THE CIGNA GROUP THE CIGNA GROUP10.4K shares19.82%2026-03-312026-05-13

ORCL ORACLE CORP17.6K shares219.69%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE9.0K shares0.00%2026-03-312026-05-13

BARRICK GOLD CORP BARRICK GOLD CORP62.5K shares-16.27%2026-03-312026-05-13

CAT CATERPILLAR INC DEL3.4K shares-7.61%2026-03-312026-05-13

PPLT ABRDN PLATINUM ETF TRUST13.3K shares-13.56%2026-03-312026-05-13

GEV GE VERNOVA INC2.6K shares0.27%2026-03-312026-05-13

MUB ISHARES TR20.3K shares0.00%2026-03-312026-05-13

Sponsored

AVIV AMERICAN CENTY ETF TR28.4K shares176.48%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC24.0K shares-6.24%2026-03-312026-05-13

IJH ISHARES TR30.5K shares-6.49%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR18.9K shares-0.28%2026-03-312026-05-13

CYRX CRYOPORT INC228.2K shares-13.30%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS2.4K shares0.00%2026-03-312026-05-13

ITW ILLINOIS TOOL WORKS6.9K shares0.00%2026-03-312026-05-13

BIRK BIRKENSTOCK HOLDING PLC50.0K shares0.00%2026-03-312026-05-13

Sponsored

UNP UNION PAC CORP7.3K shares9.42%2026-03-312026-05-13

IEFA ISHARES TR19.2K shares0.00%2026-03-312026-05-13

IVV ISHARES TR2.7K shares-8.83%2026-03-312026-05-13

DVN DEVON ENERGY CORPORATION34.2K shares45.27%2026-03-312026-05-13

PNC PNC FINANCIAL SERVICES GROUP8.1K shares0.00%2026-03-312026-05-13

AI C3 AI INC197.5K shares-43.21%2026-03-312026-05-13

BDX BECTON DICKINSON & CO10.0K shares-2.44%2026-03-312026-05-13

QCOM QUALCOMM INC12.2K shares-13.25%2026-03-312026-05-13

Sponsored

INTC INTEL CORP35.2K shares8.00%2026-03-312026-05-13

BMY BRISTOL MYERS SQUIBB CO25.4K shares-3.78%2026-03-312026-05-13

BTU PEABODY ENERGY CORP45.7K shares0.10%2026-03-312026-05-13

KO COCA COLA CO19.5K shares8.21%2026-03-312026-05-13

SPY SPDR S&P 500 ETF TRUST2.3K shares-0.22%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC12.9K shares-2.38%2026-03-312026-05-13

SO SOUTHERN CO14.3K shares-0.17%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC9.4K shares-8.78%2026-03-312026-05-13

Sponsored

IWR ISHARES TR13.9K shares0.00%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC11.8K shares-10.14%2026-03-312026-05-13

WTRG ESSENTIAL UTILITIES INC32.5K shares0.00%2026-03-312026-05-13

TSLA TESLA INC3.5K shares0.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC5.9K shares0.00%2026-03-312026-05-13

VHT VANGUARD WORLD FD4.4K shares0.00%2026-03-312026-05-13

SLB SLB LIMITED23.2K shares12.23%2026-03-312026-05-13

IWM ISHARES TR4.7K shares-6.04%2026-03-312026-05-13

Sponsored

CCNE CNB FINL CORP PA39.6K shares-0.16%2026-03-312026-05-13

MO ALTRIA GROUP INC17.3K shares0.00%2026-03-312026-05-13

GBTC GRAYSCALE BITCOIN TR BTC21.6K shares0.00%2026-03-312026-05-13

RIO RIO TINTO PLC11.9K shares67.32%2026-03-312026-05-13

DE DEERE & CO.2.0K shares0.00%2026-03-312026-05-13

PFE PFIZER INC38.3K shares0.00%2026-03-312026-05-13

NSC NORFOLK SOUTHERN CORP3.7K shares-0.30%2026-03-312026-05-13

AUR AURORA INNOVATION INC255.0K shares0.00%2026-03-312026-05-13

Sponsored

TDW TIDEWATER INC NEW12.4K shares25.58%2026-03-312026-05-13

EGO ELDORADO GOLD CORP NEW28.8K shares-38.37%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC7.4K shares86.39%2026-03-312026-05-13

VVV VALVOLINE INC28.1K shares-7.70%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO3.1K shares-13.91%2026-03-312026-05-13

EMR EMERSON ELECTRIC6.9K shares0.00%2026-03-312026-05-13

HDV ISHARES TR6.4K shares0.00%2026-03-312026-05-13

HSY HERSHEY CO4.1K shares0.00%2026-03-312026-05-13

Sponsored

SCCO SOUTHERN COPPER CORP4.8K shares-31.95%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC12.4K shares0.00%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares8.55%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC3.4K shares0.00%2026-03-312026-05-13

SHEL SHELL PLC8.4K shares0.20%2026-03-312026-05-13

CRS CARPENTER TECHNOLOGY CORP2.0K shares0.00%2026-03-312026-05-13

PG PROCTER & GAMBLE COMPANY5.2K shares-8.20%2026-03-312026-05-13

AEM AGNICO EAGLES MINES LTD3.7K shares-7.50%2026-03-312026-05-13

Sponsored

VRT VERTIV HOLDINGS CO3.0K shares20.20%2026-03-312026-05-13

CNQ CANADIAN NAT RES LTD15.0K shares0.00%2026-03-312026-05-13

STBA S&T BANCORP INC17.2K shares0.00%2026-03-312026-05-13

IEMG ISHARES INC9.9K shares0.00%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP5.5K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC4.2K shares45.14%2026-03-312026-05-13

LDOS LEIDOS HOLDINGS INC4.1K shares0.00%2026-03-312026-05-13

EWJ ISHARES TR7.5K shares200.00%2026-03-312026-05-13

Sponsored

COST COSTCO WHSL CORP NEW632 shares0.00%2026-03-312026-05-13

ACWX ISHARES TR9.1K shares0.00%2026-03-312026-05-13

BHRB BURKE HERBERT FINL SVCS CORP9.9K shares0.00%2026-03-312026-05-13

EWZ ISHARES TR15.9K sharesnew addition2026-03-312026-05-13

CMI CUMMINS INC1.1K shares0.00%2026-03-312026-05-13

BP BP PLC12.6K sharesnew addition2026-03-312026-05-13

IJR ISHARES TR4.6K shares-18.12%2026-03-312026-05-13

KWEB KRANESHARES TRUST19.7K sharesnew addition2026-03-312026-05-13

Sponsored

CSCO CISCO SYSTEMS INC7.2K shares-1.48%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY9.0K shares5.24%2026-03-312026-05-13

PPL PPL CORPORATION14.1K shares-6.64%2026-03-312026-05-13

PRGO PERRIGO CO PLC49.3K shares-1.53%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR899 shares0.00%2026-03-312026-05-13

GILD GILEAD SCIENCES INC3.7K shares-20.71%2026-03-312026-05-13

ZTS ZOETIS INC4.3K shares-4.07%2026-03-312026-05-13

FRONTLINE PLC FRONTLINE PLC14.2K shares-25.65%2026-03-312026-05-13

Sponsored

AZN ASTRAZENECA PLC2.5K shares-50.00%2026-03-312026-05-13

MCD MCDONALDS CORP1.6K shares0.00%2026-03-312026-05-13

XME SPDR SERIES TRUST4.5K shares32.35%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.4K shares7.49%2026-03-312026-05-13

MDLZ MONDELEZ INTERNATIONAL INC8.4K shares-7.84%2026-03-312026-05-13

IVLU ISHARES TR12.0K sharesnew addition2026-03-312026-05-13

DBMF LITMAN GREGORY FDS TR15.1K shares0.00%2026-03-312026-05-13

QUAL ISHARES TR2.4K shares0.00%2026-03-312026-05-13

Sponsored

CAPL CROSSAMERICA PARTNERS LP21.0K shares0.00%2026-03-312026-05-13

LUNR INTUITIVE MACHINES INC23.5K shares0.00%2026-03-312026-05-13

CME CME GROUP INC1.5K shares-12.08%2026-03-312026-05-13

CL COLGATE-PALMOLIVE5.0K shares-20.73%2026-03-312026-05-13

AFL AFLAC INC3.9K shares0.00%2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP6.5K sharesnew addition2026-03-312026-05-13

CXM SPRINKLR INC70.2K shares-22.19%2026-03-312026-05-13

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC4.0K sharesnew addition2026-03-312026-05-13

Sponsored

NVS NOVARTIS AG2.7K shares0.00%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING INC2.0K shares0.00%2026-03-312026-05-13

ILMN ILLUMINA INC3.3K shares-54.71%2026-03-312026-05-13

VLO VALERO ENERGY CORP1.6K shares0.00%2026-03-312026-05-13

AA ALCOA CORP6.1K sharesnew addition2026-03-312026-05-13

XYL XYLEM INC3.4K shares2.15%2026-03-312026-05-13

WAT WATERS CORP1.4K sharesnew addition2026-03-312026-05-13

JHI HANCOCK JOHN INVT TR II30.8K shares0.00%2026-03-312026-05-13

Sponsored

HPS HANCOCK JOHN PFD INCOME FD I27.8K shares-33.29%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC1.1K shares0.00%2026-03-312026-05-13

WM WASTE MGMT INC DEL1.7K shares0.00%2026-03-312026-05-13

AZO AUTOZONE INC115 shares0.00%2026-03-312026-05-13

ITT INC ITT INC2.0K shares0.00%2026-03-312026-05-13

KGC KINROSS GOLD CORP12.4K shares-4.95%2026-03-312026-05-13

SDY SPDR SER TR2.6K shares0.00%2026-03-312026-05-13

CZNC CITIZENS & NORTHN CORP16.5K shares0.00%2026-03-312026-05-13

Sponsored

CSX CSX CORPORATION9.0K shares0.00%2026-03-312026-05-13

NEE NEXTERA ENERGY INC3.9K shares-14.36%2026-03-312026-05-13

IRM IRON MTN INC DEL3.5K shares0.00%2026-03-312026-05-13

VDC VANGUARD WORLD FDS1.6K shares-29.02%2026-03-312026-05-13

DGRO ISHARES TR4.9K shares0.00%2026-03-312026-05-13

LOW LOWES COS INC COM1.4K shares0.00%2026-03-312026-05-13

ADI ANALOG DEVICES INC1.1K shares0.00%2026-03-312026-05-13

APD AIR PRODS & CHEMS INC1.2K shares0.00%2026-03-312026-05-13

Sponsored

DGRW WISDOMTREE TR3.8K shares0.00%2026-03-312026-05-13

CMCSA COMCAST CORP NEW11.4K shares-13.28%2026-03-312026-05-13

MPLX MPLX LP5.6K shares0.00%2026-03-312026-05-13

ROCKET LAB CORP ROCKET LAB CORP5.0K shares-13.04%2026-03-312026-05-13

HECA ETF OPPORTUNITIES TRUST11.1K sharesnew addition2026-03-312026-05-13

RSG REPUBLIC SVCS INC1.4K shares0.00%2026-03-312026-05-13

BA BOEING COMPANY1.6K shares0.00%2026-03-312026-05-13

NFLX NETFLIX INC3.2K sharesnew addition2026-03-312026-05-13

Sponsored

DVY ISHARES TR2.0K shares-12.86%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2026-03-312026-05-13

SPGI S&P GLOBAL INC711 shares0.00%2026-03-312026-05-13

CPRI CAPRI HOLDINGS LIMITED17.1K shares-4.78%2026-03-312026-05-13

FTNT FORTINET INC3.6K shares0.00%2026-03-312026-05-13

RPM RPM INTL INC3.0K shares0.00%2026-03-312026-05-13

SOXX ISHARES TR899 shares0.00%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP3.8K shares-2.83%2026-03-312026-05-13

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares0.00%2026-03-312026-05-13

ETHE GRAYSCALE ETHEREUM TR ETH16.7K shares0.00%2026-03-312026-05-13

NVT NVENT ELECTRIC PLC2.4K shares0.00%2026-03-312026-05-13

LQDA LIQUIDIA CORPORATION7.5K shares0.00%2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-05-13

NVO NOVO-NORDISK A S SPONS ADR7.5K shares0.67%2026-03-312026-05-13

PEG PUBLIC SVC ENTERPRISE GRP IN3.4K shares0.00%2026-03-312026-05-13

WPC WP CAREY INC REIT4.0K shares0.00%2026-03-312026-05-13

Sponsored

IWF ISHARES TR616 shares0.00%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2026-03-312026-05-13

FIGR FIGURE TECHNOLOGY SOLUTIO7.7K sharesnew addition2026-03-312026-05-13

HD HOME DEPOT INC791 shares0.00%2026-03-312026-05-13

AMT AMERICAN TOWER CORP REIT1.5K shares-21.02%2026-03-312026-05-13

VTV VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-13

LWLG LIGHTWAVE LOGIC INC35.0K shares0.00%2026-03-312026-05-13

AMP AMERIPRISE FINL INC550 shares0.00%2026-03-312026-05-13

Sponsored

FRBA FIRST BK WILLIAMSTOWN NEW JE15.0K shares0.00%2026-03-312026-05-13

ASML ASML HLDG NV180 sharesnew addition2026-03-312026-05-13

VBK VANGUARD INDEX FDS783 shares0.00%2026-03-312026-05-13

EC ECOPETROL S A15.8K shares10.97%2026-03-312026-05-13

IWP ISHARES TR1.8K shares0.00%2026-03-312026-05-13

CW CURTISS WRIGHT CORP339 sharesnew addition2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC2.0K shares-4.90%2026-03-312026-05-13

TTEK TETRA TECH INC NEW7.5K shares0.00%2026-03-312026-05-13

Sponsored

FSLR FIRST SOLAR INC1.1K shares-58.86%2026-03-312026-05-13

TTWO TAKE TWO INTERACTIVE SOFTWARE1.1K shares0.00%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS2.0K shares0.00%2026-03-312026-05-13

VGT VANGUARD WORLD FD312 shares-0.95%2026-03-312026-05-13

PPG PPG INDS INC2.0K shares0.00%2026-03-312026-05-13

ADM ARCHER DANIELS MIDLAND CO2.9K sharesnew addition2026-03-312026-05-13

L LOEWS CORP2.0K shares0.00%2026-03-312026-05-13

ADBE ADOBE INC867 shares0.00%2026-03-312026-05-13

Sponsored

FFIV F5 INC725 sharesnew addition2026-03-312026-05-13

PNR PENTAIR PLC2.4K shares0.00%2026-03-312026-05-13

BBH VANECK ETF TRUST1.1K shares0.00%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR4.4K sharesnew addition2026-03-312026-05-13

DRAFTKINGS INC DRAFTKINGS INC9.4K shares0.00%2026-03-312026-05-13

DLN WISDOMTREE TR2.2K sharesnew addition2026-03-312026-05-13

MUJ BLACKROCK MUNIHLDGS NJ QLTY17.0K shares0.00%2026-03-312026-05-13

PRMB PRIMO WATER CORP10.0K shares0.00%2026-03-312026-05-13

Sponsored

HBAN HUNTINGTON BANCSHARES INC11.0K shares0.00%2026-03-312026-05-13

CVRX CVRX INC15.0K shares0.00%2026-03-312026-05-13

BIVI BIOVIE INC75.0K shares0.00%2026-03-312026-05-13

RIG TRANSOCEAN LTD13.1K shares0.00%2026-03-312026-05-13

MCR MFS CHARTER INCOME TRUST12.0K shares0.00%2026-03-312026-05-13

POET POET TECHNOLOGIES INC10.3K shares0.98%2026-03-312026-05-13

PSEC PROSPECT CAPITAL CORPORATION17.3K shares-60.07%2026-03-312026-05-13

MIN MFS INTER INCOME TRUST16.1K shares0.00%2026-03-312026-05-13

Sponsored

CGEN COMPUGEN LTD15.0K shares0.00%2026-03-312026-05-13

NVDA

NVIDIA CORP

-7.50%

Shares967.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.85%

Shares255.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CL A

-2.35%

Shares199.1K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

-6.74%

Shares229.7K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-4.43%

Shares117.8K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC-CL B

-0.44%

Shares88.7K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-0.51%

Shares215.7K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

-4.12%

Shares48.0K

Event2026-03-31

Filed2026-05-13

LHX

L3 HARRIS TECHNOLOGIES INC

-0.33%

Shares117.2K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-1.05%

Shares180.1K

Event2026-03-31

Filed2026-05-13

BWXT

BWX TECHNOLOGIES INC

-1.47%

Shares170.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-4.54%

Shares111.4K

Event2026-03-31

Filed2026-05-13

IBM

IBM CORPORATION

-0.64%

Shares127.8K

Event2026-03-31

Filed2026-05-13

ROK

ROCKWELL AUTOMATION INC

-0.61%

Shares72.5K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABS INC

-1.52%

Shares251.1K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTERNATIONAL INC

2.13%

Shares110.1K

Event2026-03-31

Filed2026-05-13

PGC

PEAPACK-GLADSTONE FINL CORP

-2.02%

Shares671.8K

Event2026-03-31

Filed2026-05-13

DRS

LEONARDO DRS INC

-0.26%

Shares497.8K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC.

-1.46%

Shares130.6K

Event2026-03-31

Filed2026-05-13

SOLSTICE ADVANCED MATLS INC

101.60%

Shares269.9K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

1.37%

Shares96.6K

Event2026-03-31

Filed2026-05-13

IQV

IQVIA HOLDINGS INC

-0.51%

Shares113.2K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

1.67%

Shares258.5K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETROLEUM CORPORATION

4.84%

Shares75.6K

Event2026-03-31

Filed2026-05-13