Sponsored

The Analysis of Strategic Financial Services, Inc.'s Holdings & P&L

Currently, Strategic Financial Services, Inc. holds 150 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in VTIP (+639.4K shares, valued at $31.9M), VCSH (+284.5K shares, valued at $22.6M), LRGF (+78.2K shares, valued at $5.2M); decreased their positions in GLDM (-337.6K shares, valued at $31.3M), XBI (-231.2K shares, valued at $29.5M), GLD (-2.5K shares, valued at $1.1M); initiated new positions in IVV (+1.7K shares, valued at $1.1M), IEFA (+9.8K shares, valued at $891.3K), N/A (+109.0K shares, valued at $849.8K).

1M P&L

+53.0M+2.41%

3M P&L

+68.8M+3.15%

HY P&L

+215.4M+10.58%

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/A2.0B

94.6%

2Consumer Electronics17.2M

0.8%

3Software - Infrastructure9.8M

0.5%

Top Industries by Stock Count

1N/A65 stocks

46.1%

2Banks - Regional5 stocks

3.5%

3Insurance - Property & Casualty4 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INTF ISHARES TR8.7M shares0.12%2026-03-312026-05-08

SMLF ISHARES TR3.8M shares0.67%2026-03-312026-05-08

LRGF ISHARES TR4.0M shares2.00%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS2.7M shares1.90%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS1.5M shares24.38%2026-03-312026-05-08

EMGF ISHARES INC1.9M shares-0.16%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS1.5M shares77.11%2026-03-312026-05-08

VGLT VANGUARD SCOTTSDALE FDS1.3M shares2.75%2026-03-312026-05-08

Sponsored

VCIT VANGUARD SCOTTSDALE FDS869.0K shares1.76%2026-03-312026-05-08

VFMO VANGUARD WELLINGTON FD285.5K shares0.49%2026-03-312026-05-08

MTUM ISHARES TR225.6K shares1.37%2026-03-312026-05-08

GLDM WORLD GOLD TR583.8K shares-36.64%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST833.5K shares-1.21%2026-03-312026-05-08

EUSA ISHARES INC383.5K shares1.82%2026-03-312026-05-08

GSIE GOLDMAN SACHS ETF TR890.0K shares-1.48%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS589.6K shares10.50%2026-03-312026-05-08

Sponsored

GVI ISHARES TR271.8K shares-0.78%2026-03-312026-05-08

AAPL APPLE INC67.8K shares-0.44%2026-03-312026-05-08

SIZE ISHARES TR101.7K shares-0.35%2026-03-312026-05-08

VWOB VANGUARD WHITEHALL FDS224.1K shares1.48%2026-03-312026-05-08

GSLC GOLDMAN SACHS ETF TR97.7K shares0.82%2026-03-312026-05-08

ALPHABET INC ALPHABET INC34.0K shares-0.14%2026-03-312026-05-08

GEM GOLDMAN SACHS ETF TR222.3K shares-0.90%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP37.1K shares-1.58%2026-03-312026-05-08

Sponsored

GSSC GOLDMAN SACHS ETF TR99.2K shares-0.52%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO24.8K shares-0.25%2026-03-312026-05-08

KLAC KLA CORP4.9K shares-0.71%2026-03-312026-05-08

MSFT MICROSOFT CORP16.4K shares-1.07%2026-03-312026-05-08

MCK MCKESSON CORP6.8K shares-0.38%2026-03-312026-05-08

V VISA INC16.0K shares-0.09%2026-03-312026-05-08

GLD SPDR GOLD TR9.4K shares-20.82%2026-03-312026-05-08

XBI SPDR SERIES TRUST29.7K shares-88.60%2026-03-312026-05-08

Sponsored

GE AEROSPACE GE AEROSPACE12.5K shares0.17%2026-03-312026-05-08

ORCL ORACLE CORP23.9K shares-0.20%2026-03-312026-05-08

XOM EXXON MOBIL CORP20.1K shares0.00%2026-03-312026-05-08

JMOM J P MORGAN EXCHANGE TRADED F48.6K shares-1.04%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC3.2K shares-1.09%2026-03-312026-05-08

NEE NEXTERA ENERGY INC32.2K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION3.0K shares-0.17%2026-03-312026-05-08

MTB M & T BK CORP13.6K shares0.00%2026-03-312026-05-08

Sponsored

VTI VANGUARD INDEX FDS8.6K shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC3.1K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC8.5K shares0.00%2026-03-312026-05-08

TSLA TESLA INC6.4K shares0.00%2026-03-312026-05-08

SPTL SPDR SERIES TRUST87.9K shares-15.46%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC19.0K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON9.1K shares0.71%2026-03-312026-05-08

TJX TJX COS INC NEW13.4K shares0.00%2026-03-312026-05-08

Sponsored

AMZN AMAZON COM INC10.0K shares0.73%2026-03-312026-05-08

IGSB ISHARES TR38.6K shares9.04%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.2K shares-3.69%2026-03-312026-05-08

VXUS VANGUARD STAR FDS25.7K shares0.00%2026-03-312026-05-08

QCOM QUALCOMM INC15.2K shares-1.49%2026-03-312026-05-08

CSCO CISCO SYS INC24.6K shares-0.61%2026-03-312026-05-08

NVDA NVIDIA CORPORATION10.5K shares1.82%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC422 shares0.00%2026-03-312026-05-08

Sponsored

VTWO VANGUARD SCOTTSDALE FDS15.2K shares8.36%2026-03-312026-05-08

PEP PEPSICO INC9.6K shares0.00%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS29.6K shares0.00%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS21.2K shares38.07%2026-03-312026-05-08

BROADCOM INC BROADCOM INC4.3K shares0.43%2026-03-312026-05-08

SBIO ALPS ETF TR24.9K shares-24.87%2026-03-312026-05-08

NXPI NXP SEMICONDUCTORS N V6.6K shares0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS2.9K shares17.16%2026-03-312026-05-08

Sponsored

SUB ISHARES TR11.7K shares0.00%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS5.4K shares-0.18%2026-03-312026-05-08

ULTA ULTA BEAUTY INC2.2K shares0.00%2026-03-312026-05-08

IVV ISHARES TR1.7K sharesnew addition2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T1.6K shares23.11%2026-03-312026-05-08

PSX PHILLIPS 665.9K shares0.00%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS4.3K shares-0.85%2026-03-312026-05-08

IEMG ISHARES INC14.6K shares99.02%2026-03-312026-05-08

Sponsored

IWF ISHARES TR2.3K shares-0.64%2026-03-312026-05-08

PG PROCTER & GAMBLE CO6.4K shares0.00%2026-03-312026-05-08

ABBV ABBVIE INC4.2K shares0.00%2026-03-312026-05-08

VO VANGUARD INDEX FDS3.1K shares143.10%2026-03-312026-05-08

IEFA ISHARES TR9.8K sharesnew addition2026-03-312026-05-08

MA MASTERCARD INCORPORATED1.8K shares0.00%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC1.0K shares0.00%2026-03-312026-05-08

DE DEERE & CO1.5K shares0.00%2026-03-312026-05-08

Sponsored

PUTNAM ETF TRUST PUTNAM ETF TRUST109.0K sharesnew addition2026-03-312026-05-08

MS MORGAN STANLEY5.1K shares0.00%2026-03-312026-05-08

WMT WALMART INC6.8K shares1.09%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F15.6K shares18.50%2026-03-312026-05-08

META META PLATFORMS INC1.4K shares0.86%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC2.8K shares-1.76%2026-03-312026-05-08

CB CHUBB LTD SWITZ2.1K shares1.66%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST10.7K shares0.00%2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP2.1K shares-2.11%2026-03-312026-05-08

VOT VANGUARD INDEX FDS2.6K shares-0.62%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP6.2K shares0.00%2026-03-312026-05-08

AGG ISHARES TR5.8K sharesnew addition2026-03-312026-05-08

ITOT ISHARES TR4.0K sharesnew addition2026-03-312026-05-08

GLW CORNING INC4.1K shares0.00%2026-03-312026-05-08

NWFL NORWOOD FINANCIAL CORP18.0K shares-9.44%2026-03-312026-05-08

PSA PUBLIC STORAGE OPER CO1.9K shares0.00%2026-03-312026-05-08

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.5K shares0.00%2026-03-312026-05-08

IDXX IDEXX LABS INC908 shares0.00%2026-03-312026-05-08

CBU COMMUNITY FINANCIAL SYSTEM I8.7K shares0.00%2026-03-312026-05-08

HD HOME DEPOT INC1.5K shares0.00%2026-03-312026-05-08

VLUE ISHARES TR3.4K shares0.00%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST9.9K shares0.00%2026-03-312026-05-08

CSX CSX CORP11.6K shares0.00%2026-03-312026-05-08

LLY ELI LILLY & CO515 shares4.25%2026-03-312026-05-08

Sponsored

RTX RTX CORPORATION2.5K shares0.00%2026-03-312026-05-08

VB VANGUARD INDEX FDS1.8K shares10.27%2026-03-312026-05-08

CVX CHEVRON CORPORATION2.2K shares0.00%2026-03-312026-05-08

ASML ASML HLDG NV343 shares0.00%2026-03-312026-05-08

KO COCA COLA CO5.9K shares2.51%2026-03-312026-05-08

VBK VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-08

VONE VANGUARD SCOTTSDALE FDS1.4K shares0.00%2026-03-312026-05-08

IUSB ISHARES TR8.8K sharesnew addition2026-03-312026-05-08

Sponsored

EMB ISHARES TR4.3K shares-2.95%2026-03-312026-05-08

TMP TOMPKINS FINL CORP5.1K shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC563 shares0.00%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC1.3K shares0.00%2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC1.4K shares0.00%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F4.6K shares-1.68%2026-03-312026-05-08

ABT ABBOTT LABORATORIES3.3K shares-0.86%2026-03-312026-05-08

WM WASTE MGMT INC DEL1.5K shares3.11%2026-03-312026-05-08

Sponsored

VTV VANGUARD INDEX FDS1.6K sharesnew addition2026-03-312026-05-08

IVW ISHARES TR2.7K sharesnew addition2026-03-312026-05-08

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-08

COP CONOCOPHILLIPS2.3K shares0.00%2026-03-312026-05-08

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-05-08

HIG HARTFORD INSURANCE GROUP INC2.1K shares0.00%2026-03-312026-05-08

IJH ISHARES TR4.1K sharesnew addition2026-03-312026-05-08

SO SOUTHERN CO2.8K shares4.26%2026-03-312026-05-08

Sponsored

HON HONEYWELL INTL INC1.2K shares0.26%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC5.2K shares0.00%2026-03-312026-05-08

HSY HERSHEY CO1.2K shares0.00%2026-03-312026-05-08

IWM ISHARES TR1.0K shares3.92%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC4.3K shares0.00%2026-03-312026-05-08

IVE ISHARES TR1.1K sharesnew addition2026-03-312026-05-08

ICCC IMMUCELL CORP37.0K shares0.00%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO2.7K shares0.00%2026-03-312026-05-08

Sponsored

BA BOEING CO1.2K shares0.00%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR7.9K shares0.00%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC610 shares0.00%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP1.8K shares0.00%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR8.7K shares0.00%2026-03-312026-05-08

DIS DISNEY WALT CO2.2K shares-4.34%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY725 shares0.00%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-08

Sponsored

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-05-08

DHR DANAHER CORP DEL1.1K sharesnew addition2026-03-312026-05-08

UNP UNION PAC CORP851 shares0.00%2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS2.2K sharesnew addition2026-03-312026-05-08

IWR ISHARES TR2.1K sharesnew addition2026-03-312026-05-08

NBTB NBT BANCORP INC4.7K shares0.00%2026-03-312026-05-08

INTF

ISHARES TR

0.12%

Shares8.7M

Event2026-03-31

Filed2026-05-08

SMLF

ISHARES TR

0.67%

Shares3.8M

Event2026-03-31

Filed2026-05-08

LRGF

ISHARES TR

2.00%

Shares4.0M

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

1.90%

Shares2.7M

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

24.38%

Shares1.5M

Event2026-03-31

Filed2026-05-08

EMGF

ISHARES INC

-0.16%

Shares1.9M

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

77.11%

Shares1.5M

Event2026-03-31

Filed2026-05-08

VGLT

VANGUARD SCOTTSDALE FDS

2.75%

Shares1.3M

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

1.76%

Shares869.0K

Event2026-03-31

Filed2026-05-08

VFMO

VANGUARD WELLINGTON FD

0.49%

Shares285.5K

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES TR

1.37%

Shares225.6K

Event2026-03-31

Filed2026-05-08

GLDM

WORLD GOLD TR

-36.64%

Shares583.8K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

-1.21%

Shares833.5K

Event2026-03-31

Filed2026-05-08

EUSA

ISHARES INC

1.82%

Shares383.5K

Event2026-03-31

Filed2026-05-08

GSIE

GOLDMAN SACHS ETF TR

-1.48%

Shares890.0K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

10.50%

Shares589.6K

Event2026-03-31

Filed2026-05-08

GVI

ISHARES TR

-0.78%

Shares271.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.44%

Shares67.8K

Event2026-03-31

Filed2026-05-08

SIZE

ISHARES TR

-0.35%

Shares101.7K

Event2026-03-31

Filed2026-05-08

VWOB

VANGUARD WHITEHALL FDS

1.48%

Shares224.1K

Event2026-03-31

Filed2026-05-08

GSLC

GOLDMAN SACHS ETF TR

0.82%

Shares97.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.14%

Shares34.0K

Event2026-03-31

Filed2026-05-08

GEM

GOLDMAN SACHS ETF TR

-0.90%

Shares222.3K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-1.58%

Shares37.1K

Event2026-03-31

Filed2026-05-08

GSSC

GOLDMAN SACHS ETF TR

-0.52%

Shares99.2K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-0.25%

Shares24.8K

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

-0.71%

Shares4.9K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-1.07%

Shares16.4K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

-0.38%

Shares6.8K

Event2026-03-31

Filed2026-05-08

VISA INC

-0.09%

Shares16.0K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-20.82%

Shares9.4K

Event2026-03-31

Filed2026-05-08

XBI

SPDR SERIES TRUST

-88.60%

Shares29.7K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

0.17%

Shares12.5K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-0.20%

Shares23.9K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

0.00%

Shares20.1K

Event2026-03-31

Filed2026-05-08

JMOM

J P MORGAN EXCHANGE TRADED F

-1.04%

Shares48.6K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

-1.09%

Shares3.2K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

0.00%

Shares32.2K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-0.17%

Shares3.0K

Event2026-03-31

Filed2026-05-08

MTB

M & T BK CORP

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-08

SPTL

SPDR SERIES TRUST

-15.46%

Shares87.9K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

0.71%

Shares9.1K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

0.73%

Shares10.0K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

9.04%

Shares38.6K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-3.69%

Shares4.2K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

0.00%

Shares25.7K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-1.49%

Shares15.2K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-0.61%

Shares24.6K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

1.82%

Shares10.5K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

0.00%

Shares422

Event2026-03-31

Filed2026-05-08

VTWO

VANGUARD SCOTTSDALE FDS

8.36%

Shares15.2K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares29.6K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

38.07%

Shares21.2K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

0.43%

Shares4.3K

Event2026-03-31

Filed2026-05-08

SBIO

ALPS ETF TR

-24.87%

Shares24.9K

Event2026-03-31

Filed2026-05-08

NXPI

NXP SEMICONDUCTORS N V

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

17.16%

Shares2.9K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.18%

Shares5.4K

Event2026-03-31

Filed2026-05-08

ULTA

ULTA BEAUTY INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

23.11%

Shares1.6K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-0.85%

Shares4.3K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

99.02%

Shares14.6K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

-0.64%

Shares2.3K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

143.10%

Shares3.1K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

New

Shares9.8K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-08

DEERE & CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

PUTNAM ETF TRUST

New

Shares109.0K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

1.09%

Shares6.8K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

18.50%

Shares15.6K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

0.86%

Shares1.4K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

-1.76%

Shares2.8K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

1.66%

Shares2.1K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

-2.11%

Shares2.1K

Event2026-03-31

Filed2026-05-08

VOT

VANGUARD INDEX FDS

-0.62%

Shares2.6K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

NWFL

NORWOOD FINANCIAL CORP

-9.44%

Shares18.0K

Event2026-03-31

Filed2026-05-08

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

0.00%

Shares908

Event2026-03-31

Filed2026-05-08

CBU

COMMUNITY FINANCIAL SYSTEM I

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

VLUE

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

4.25%

Shares515

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

10.27%

Shares1.8K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

0.00%

Shares343

Event2026-03-31

Filed2026-05-08

COCA COLA CO

2.51%

Shares5.9K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES TR

New

Shares8.8K

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

-2.95%

Shares4.3K

Event2026-03-31

Filed2026-05-08

TMP

TOMPKINS FINL CORP

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

0.00%

Shares563

Event2026-03-31

Filed2026-05-08

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

-1.68%

Shares4.6K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

-0.86%

Shares3.3K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

3.11%

Shares1.5K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

4.26%

Shares2.8K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

0.26%

Shares1.2K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-08

HSY

HERSHEY CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

3.92%

Shares1.0K

Event2026-03-31

Filed2026-05-08

MDLZ

MONDELEZ INTL INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

ICCC

IMMUCELL CORP

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

BOEING CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares610

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-4.34%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares725

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP DEL

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

0.00%

Shares851

Event2026-03-31

Filed2026-05-08

VONV

VANGUARD SCOTTSDALE FDS

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

NBTB

NBT BANCORP INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T2.0K sharesnew addition2026-03-312026-05-08

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

Put Option Holdings

BROADCOM INC Put PutBROADCOM INC2.5K sharesnew addition2026-03-312026-05-08

BROADCOM INC Put

BROADCOM INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-08