Haverford Trust Company
Latest statistics and disclosures from Haverford Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, JPM, MSFT, QUAL, and represent 20.88% of Haverford Trust's stock portfolio.
- Added to shares of these 10 stocks: HONA (+$99M), HON (+$93M), MSI (+$44M), IVV (+$36M), IGV (+$31M), AVGO (+$25M), NVDA (+$21M), AVEM (+$20M), IWF (+$19M), APH (+$18M).
- Started 24 new stock positions in VCRB, MRVL, CRWD, SMMD, EMHY, RPG, QTUM, WELL, MSI, HON. NMZ, Hadron Energy, NUE, PANW, OMFL, BWXT, DFVX, LH, WMB, RKLB, TBLL, SLYV, PRU, HONA.
- Reduced shares in these 10 stocks: Honeywell International (-$204M), LOW (-$27M), MDT (-$27M), BLK (-$24M), META (-$19M), ACN (-$19M), AAPL (-$18M), AMT (-$17M), AON (-$16M), IGSB (-$15M).
- Sold out of its positions in ADSK, CBRE, CDNS, CPRT, Dupont De Nemours, HLT, Honeywell International, IDCC, ISRG, KVUE. LAD, NQP, REGN, ROP, SEIC, SPYG, TSCO, MGK, VRTX.
- Haverford Trust was a net seller of stock by $-11M.
- Haverford Trust has $12B in assets under management (AUM), dropping by 6.16%.
- Central Index Key (CIK): 0000842941
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Portfolio Holdings for Haverford Trust
Haverford Trust holds 424 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $656M | -2% | 2.3M | 289.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.3 | $494M | +7% | 659k | 748.89 |
|
| JPMorgan Chase & Co. (JPM) | 3.8 | $435M | -2% | 1.3M | 327.33 |
|
| Microsoft Corporation (MSFT) | 3.7 | $432M | 1.2M | 373.02 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $402M | +3% | 1.8M | 219.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $370M | 1.0M | 357.37 |
|
|
| Raytheon Technologies Corp (RTX) | 2.7 | $315M | 1.7M | 189.73 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $299M | +4% | 3.1M | 96.58 |
|
| Mastercard Incorporated Cl A (MA) | 2.4 | $278M | -2% | 541k | 513.60 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $266M | +8% | 1.3M | 200.09 |
|
| Costco Wholesale Corporation (COST) | 2.3 | $265M | -2% | 284k | 935.47 |
|
| Blackrock (BLK) | 2.3 | $265M | -8% | 275k | 961.56 |
|
| Johnson & Johnson (JNJ) | 2.2 | $253M | -2% | 997k | 253.97 |
|
| Ishares Core Msci Emkt (IEMG) | 2.2 | $250M | +2% | 3.0M | 82.84 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $237M | 1.6M | 148.31 |
|
|
| TJX Companies (TJX) | 2.0 | $232M | -2% | 1.5M | 151.50 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.0 | $229M | +9% | 2.4M | 96.49 |
|
| Eli Lilly & Co. (LLY) | 1.7 | $199M | 166k | 1199.43 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $192M | 2.5M | 77.11 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.6 | $180M | +7% | 4.0M | 44.99 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.5 | $176M | +2% | 1.7M | 103.05 |
|
| Eaton Corp SHS (ETN) | 1.4 | $166M | +9% | 389k | 426.12 |
|
| Nextera Energy (NEE) | 1.3 | $152M | 1.7M | 87.77 |
|
|
| Pepsi (PEP) | 1.3 | $150M | -2% | 1.1M | 135.40 |
|
| Lowe's Companies (LOW) | 1.3 | $150M | -15% | 679k | 220.49 |
|
| Chevron Corporation (CVX) | 1.3 | $147M | 884k | 165.76 |
|
|
| S&p Global (SPGI) | 1.1 | $128M | +2% | 314k | 407.26 |
|
| Broadcom (AVGO) | 1.1 | $126M | +25% | 333k | 377.75 |
|
| Thermo Fisher Scientific (TMO) | 0.9 | $109M | -3% | 218k | 501.36 |
|
| Cisco Systems (CSCO) | 0.9 | $109M | -3% | 929k | 117.46 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $108M | +9% | 2.1M | 50.49 |
|
| Nvent Elec SHS (NVT) | 0.9 | $107M | 630k | 169.61 |
|
|
| Meta Platforms Cl A (META) | 0.9 | $100M | -16% | 177k | 563.29 |
|
| Honeywell Aerospace (HONA) | 0.9 | $99M | NEW | 447k | 221.08 |
|
| Coca-Cola Company (KO) | 0.9 | $99M | -4% | 1.2M | 81.27 |
|
| Aon Shs Cl A (AON) | 0.9 | $99M | -14% | 297k | 331.69 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $94M | 397k | 236.62 |
|
|
| Honeywell International (HON) | 0.8 | $93M | NEW | 417k | 223.90 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $89M | 239k | 370.04 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $87M | -14% | 1.7M | 52.41 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $86M | 115k | 746.77 |
|
|
| Air Products & Chemicals (APD) | 0.7 | $86M | -10% | 294k | 293.18 |
|
| Texas Instruments Incorporated (TXN) | 0.7 | $84M | -5% | 281k | 298.07 |
|
| McKesson Corporation (MCK) | 0.7 | $83M | -2% | 110k | 755.60 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.7 | $81M | -8% | 701k | 115.69 |
|
| Stryker Corporation (SYK) | 0.7 | $80M | -2% | 255k | 314.84 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $80M | +2% | 1.5M | 53.17 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $74M | +2% | 729k | 102.16 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $74M | -20% | 593k | 124.44 |
|
| Oracle Corporation (ORCL) | 0.6 | $72M | -10% | 494k | 146.55 |
|
| McDonald's Corporation (MCD) | 0.6 | $68M | 250k | 270.31 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $66M | 33k | 1989.44 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $64M | 742k | 85.49 |
|
|
| Philip Morris International (PM) | 0.5 | $62M | +4% | 344k | 180.91 |
|
| Medtronic SHS (MDT) | 0.5 | $56M | -32% | 715k | 78.23 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $54M | +26% | 1.1M | 49.55 |
|
| Waste Management (WM) | 0.5 | $54M | +3% | 243k | 222.88 |
|
| Linde SHS (LIN) | 0.4 | $49M | +11% | 94k | 518.94 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $45M | -8% | 509k | 88.54 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.4 | $44M | 233k | 190.52 |
|
|
| Motorola Solutions Com New (MSI) | 0.4 | $44M | NEW | 105k | 415.29 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $42M | 210k | 201.61 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $40M | -4% | 116k | 343.91 |
|
| Johnson Controls Internation SHS (JCI) | 0.3 | $38M | 258k | 146.11 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $37M | 106k | 353.33 |
|
|
| Home Depot (HD) | 0.3 | $36M | 103k | 352.68 |
|
|
| Qualcomm (QCOM) | 0.3 | $35M | -27% | 191k | 184.79 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $35M | +3% | 605k | 58.20 |
|
| Merck & Co (MRK) | 0.3 | $35M | 272k | 128.50 |
|
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.3 | $35M | 740k | 47.20 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $34M | +88% | 360k | 94.57 |
|
| Masco Corporation (MAS) | 0.3 | $34M | -2% | 418k | 81.37 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $34M | +11% | 264k | 127.81 |
|
| Ishares Tr Expanded Tech (IGV) | 0.3 | $32M | +1795% | 356k | 90.60 |
|
| Procter & Gamble Company (PG) | 0.3 | $30M | 202k | 146.64 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $29M | 38.00 | 748850.00 |
|
|
| Visa Com Cl A (V) | 0.2 | $28M | -3% | 81k | 343.09 |
|
| Automatic Data Processing (ADP) | 0.2 | $27M | -6% | 122k | 223.95 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $26M | -6% | 839k | 31.10 |
|
| Verizon Communications (VZ) | 0.2 | $25M | 600k | 42.34 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $25M | +312% | 199k | 124.17 |
|
| Morgan Stanley Com New (MS) | 0.2 | $22M | -3% | 105k | 209.04 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $21M | 40k | 509.46 |
|
|
| Abbvie (ABBV) | 0.2 | $20M | 81k | 251.64 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $20M | +3% | 41k | 500.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $20M | 29k | 686.81 |
|
|
| Amazon (AMZN) | 0.2 | $20M | +4% | 82k | 238.34 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $19M | 165k | 117.45 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $19M | 140k | 136.72 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $19M | +57% | 69k | 272.00 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $18M | +2771% | 104k | 176.32 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.2 | $18M | +6% | 357k | 50.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $17M | 23k | 736.40 |
|
|
| American Electric Power Company (AEP) | 0.1 | $17M | 124k | 136.81 |
|
|
| UnitedHealth (UNH) | 0.1 | $16M | -9% | 40k | 415.63 |
|
| Cintas Corporation (CTAS) | 0.1 | $15M | +3% | 86k | 170.08 |
|
| Cme (CME) | 0.1 | $14M | -4% | 63k | 220.83 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $14M | 56k | 242.43 |
|
|
| United Parcel Svcs CL B (UPS) | 0.1 | $13M | 124k | 107.50 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $13M | +685% | 107k | 119.52 |
|
| Intuit (INTU) | 0.1 | $12M | -20% | 46k | 261.00 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $11M | +11% | 32k | 342.83 |
|
| General Dynamics Corporation (GD) | 0.1 | $11M | -2% | 31k | 354.24 |
|
| Amgen (AMGN) | 0.1 | $11M | 30k | 362.12 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $10M | +5% | 92k | 110.32 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $9.9M | +35% | 140k | 71.25 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $9.6M | 32k | 303.12 |
|
|
| Pfizer (PFE) | 0.1 | $9.2M | 381k | 24.08 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $9.0M | 80k | 113.26 |
|
|
| American Tower Reit (AMT) | 0.1 | $8.9M | -65% | 54k | 163.57 |
|
| Qnity Electronics Common Stock (Q) | 0.1 | $8.8M | -2% | 54k | 163.31 |
|
| Illinois Tool Works (ITW) | 0.1 | $7.6M | -7% | 28k | 270.47 |
|
| Abbott Laboratories (ABT) | 0.1 | $7.6M | -4% | 83k | 90.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $7.5M | 25k | 300.45 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $7.5M | 35k | 212.77 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $6.5M | 110k | 59.69 |
|
|
| Emerson Electric (EMR) | 0.1 | $6.4M | +2% | 45k | 143.15 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $6.2M | +11% | 62k | 101.31 |
|
| PNC Financial Services (PNC) | 0.0 | $5.6M | +46% | 23k | 246.22 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $5.6M | 7.9k | 703.34 |
|
|
| Corteva (CTVA) | 0.0 | $5.5M | 65k | 84.69 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $5.5M | +7% | 15k | 373.73 |
|
| Caterpillar (CAT) | 0.0 | $5.1M | +4% | 4.8k | 1064.90 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $5.0M | -3% | 98k | 51.05 |
|
| Enterprise Products Partners (EPD) | 0.0 | $5.0M | 135k | 36.76 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $4.9M | 97k | 50.58 |
|
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| Becton, Dickinson and (BDX) | 0.0 | $4.9M | -2% | 32k | 151.33 |
|
| International Business Machines (IBM) | 0.0 | $4.8M | -2% | 17k | 281.21 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $4.8M | +2% | 50k | 95.62 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $4.6M | 34k | 137.53 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $4.5M | 47k | 96.46 |
|
|
| 3M Company (MMM) | 0.0 | $4.5M | 28k | 161.91 |
|
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| Ge Vernova (GEV) | 0.0 | $4.4M | 3.8k | 1174.86 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $4.4M | 28k | 156.72 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $4.4M | 29k | 154.29 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $4.4M | +12% | 33k | 132.24 |
|
| American Express Company (AXP) | 0.0 | $4.3M | -4% | 13k | 338.25 |
|
| Altria (MO) | 0.0 | $4.3M | 60k | 71.95 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $4.2M | 17k | 252.23 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $4.2M | -3% | 46k | 91.68 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $4.2M | 53k | 77.91 |
|
|
| Quanta Services (PWR) | 0.0 | $4.1M | -6% | 5.7k | 720.04 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $4.0M | +5% | 12k | 344.32 |
|
| Goldman Sachs (GS) | 0.0 | $4.0M | +12% | 4.0k | 1011.37 |
|
| Wells Fargo & Company (WFC) | 0.0 | $4.0M | -5% | 48k | 82.64 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $3.9M | 9.5k | 409.50 |
|
|
| Norfolk Southern (NSC) | 0.0 | $3.9M | -2% | 12k | 314.59 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $3.7M | +28% | 23k | 156.30 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $3.6M | +4% | 34k | 106.09 |
|
| Kla Corp Com New (KLAC) | 0.0 | $3.5M | +871% | 12k | 301.71 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $3.5M | 181k | 19.12 |
|
|
| Walt Disney Company (DIS) | 0.0 | $3.4M | -5% | 36k | 96.25 |
|
| Chubb (CB) | 0.0 | $3.4M | +7% | 9.8k | 340.74 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $3.3M | +6% | 58k | 56.48 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $3.2M | 43k | 76.11 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $3.2M | 39k | 82.34 |
|
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $3.2M | 20k | 158.66 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $3.2M | 8.6k | 368.38 |
|
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| Applied Materials (AMAT) | 0.0 | $3.1M | +41% | 4.3k | 723.00 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $3.0M | -9% | 19k | 158.03 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $3.0M | -10% | 53k | 55.93 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $3.0M | +10% | 29k | 102.81 |
|
| Intel Corporation (INTC) | 0.0 | $2.8M | -2% | 20k | 139.63 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $2.7M | +487% | 31k | 86.14 |
|
| Deere & Company (DE) | 0.0 | $2.6M | 4.1k | 634.33 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.6M | +228% | 32k | 80.57 |
|
| Micron Technology (MU) | 0.0 | $2.5M | 2.2k | 1154.29 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $2.5M | -19% | 26k | 95.44 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $2.5M | -4% | 48k | 52.42 |
|
| Citigroup Com New (C) | 0.0 | $2.5M | 18k | 139.96 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $2.4M | -4% | 40k | 60.40 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $2.4M | 35k | 69.45 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $2.4M | -2% | 40k | 60.12 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.4M | 41k | 57.62 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.3M | +58% | 73k | 31.71 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $2.3M | 5.9k | 393.96 |
|
|
| Danaher Corporation (DHR) | 0.0 | $2.2M | -8% | 12k | 190.48 |
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| Phillips 66 (PSX) | 0.0 | $2.2M | 13k | 169.05 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $2.2M | -11% | 11k | 199.81 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.0 | $2.1M | 44k | 47.52 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $2.1M | 37k | 56.33 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $2.1M | -27% | 20k | 103.45 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.1M | 38k | 54.69 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.0M | 13k | 156.97 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $2.0M | 5.1k | 396.61 |
|
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| ConocoPhillips (COP) | 0.0 | $2.0M | -3% | 19k | 103.96 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $2.0M | -62% | 22k | 88.60 |
|
| Genuine Parts Company (GPC) | 0.0 | $1.9M | -81% | 17k | 117.98 |
|
| Bank of America Corporation (BAC) | 0.0 | $1.9M | -8% | 34k | 56.98 |
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| Fifth Third Ban (FITB) | 0.0 | $1.9M | 34k | 56.37 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.9M | 30k | 61.46 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.8M | +7% | 18k | 103.88 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.8M | -3% | 25k | 73.41 |
|
| Travelers Companies (TRV) | 0.0 | $1.7M | 5.2k | 330.12 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $1.7M | 16k | 107.13 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $1.7M | -12% | 11k | 152.17 |
|
| Capital One Financial (COF) | 0.0 | $1.6M | -6% | 8.1k | 200.62 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $1.6M | 13k | 119.13 |
|
|
| Ishares Tr Esg Advan Etf (EUSB) | 0.0 | $1.6M | 36k | 43.45 |
|
|
| Fastenal Company (FAST) | 0.0 | $1.5M | 32k | 48.03 |
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|
| Dow (DOW) | 0.0 | $1.5M | -8% | 56k | 27.36 |
|
| Corning Incorporated (GLW) | 0.0 | $1.5M | +13% | 5.9k | 255.43 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.5M | 6.8k | 217.93 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.5M | -2% | 14k | 109.77 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.5M | -10% | 18k | 82.11 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.4M | -2% | 25k | 57.84 |
|
| Netflix (NFLX) | 0.0 | $1.4M | +4% | 20k | 71.40 |
|
| Cummins (CMI) | 0.0 | $1.4M | +11% | 2.0k | 713.21 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.4M | -67% | 3.1k | 433.33 |
|
| At&t (T) | 0.0 | $1.4M | -4% | 65k | 20.70 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.3M | -8% | 11k | 126.58 |
|
| Waters Corporation (WAT) | 0.0 | $1.3M | -15% | 3.6k | 375.04 |
|
| Public Storage (PSA) | 0.0 | $1.3M | 4.1k | 318.31 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.3M | -18% | 957.00 | 1332.04 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $1.3M | 25k | 50.63 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $1.3M | 8.2k | 154.30 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $1.3M | +4% | 5.3k | 238.01 |
|
| Vistra Energy (VST) | 0.0 | $1.2M | 7.8k | 158.63 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.2M | 12k | 102.30 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.2M | -14% | 35k | 34.81 |
|
| Target Corporation (TGT) | 0.0 | $1.2M | -16% | 9.3k | 130.61 |
|
| Southern Company (SO) | 0.0 | $1.2M | 13k | 95.71 |
|
|
| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 0.0 | $1.2M | +9% | 37k | 32.17 |
|
| Tesla Motors (TSLA) | 0.0 | $1.2M | 2.8k | 420.60 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.2M | +282% | 40k | 29.43 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $1.2M | 6.4k | 185.14 |
|
|
| Hershey Company (HSY) | 0.0 | $1.2M | 6.6k | 175.45 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $1.2M | +377% | 7.0k | 166.67 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.1M | 17k | 68.41 |
|
|
| Progressive Corporation (PGR) | 0.0 | $1.1M | -5% | 5.2k | 218.45 |
|
| Dover Corporation (DOV) | 0.0 | $1.1M | 4.9k | 224.28 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | 1.9k | 580.91 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $1.1M | -2% | 10k | 107.62 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $1.1M | +3% | 2.3k | 477.57 |
|
| Constellation Energy (CEG) | 0.0 | $1.1M | +2% | 4.4k | 248.37 |
|
| Dominion Resources (D) | 0.0 | $1.1M | 16k | 68.29 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $1.0M | 20k | 53.11 |
|
|
| salesforce (CRM) | 0.0 | $988k | -92% | 6.3k | 156.66 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $985k | +5% | 32k | 30.49 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $973k | -13% | 13k | 75.79 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $966k | 14k | 67.01 |
|
|
| Analog Devices (ADI) | 0.0 | $960k | +15% | 2.4k | 397.17 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $945k | -13% | 2.6k | 370.59 |
|
| W.W. Grainger (GWW) | 0.0 | $940k | 691.00 | 1360.40 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $938k | 1.8k | 509.31 |
|
|
| Tidal Trust Iii Rock Us Smal Etf (RSMC) | 0.0 | $932k | 32k | 28.92 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $905k | -17% | 13k | 71.86 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $898k | 7.0k | 127.51 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $893k | -20% | 9.5k | 94.52 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $890k | +15% | 7.6k | 117.67 |
|
| PPL Corporation (PPL) | 0.0 | $858k | +5% | 24k | 36.35 |
|
| Globe Life (GL) | 0.0 | $850k | 4.8k | 178.68 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $850k | -7% | 4.5k | 190.19 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $846k | 8.4k | 101.10 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $827k | 30k | 27.70 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $826k | 3.5k | 239.01 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $811k | -7% | 9.7k | 83.58 |
|
| Public Service Enterprise (PEG) | 0.0 | $806k | -2% | 9.9k | 81.16 |
|
| Etf Ser Solutions Bahl Ga Grow Etf (BGIG) | 0.0 | $789k | -8% | 22k | 35.89 |
|
| PPG Industries (PPG) | 0.0 | $785k | 6.5k | 121.29 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $753k | -4% | 9.7k | 77.54 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $752k | 7.8k | 96.32 |
|
|
| United Rentals (URI) | 0.0 | $742k | 655.00 | 1132.89 |
|
|
| Nike CL B (NKE) | 0.0 | $739k | -37% | 18k | 41.05 |
|
| AFLAC Incorporated (AFL) | 0.0 | $721k | 6.2k | 117.25 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $703k | +5% | 6.9k | 102.19 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $697k | 713.00 | 978.12 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $696k | +192% | 5.6k | 124.42 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $693k | 19k | 36.87 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $692k | 3.1k | 221.20 |
|
|
| Enbridge (ENB) | 0.0 | $689k | 13k | 54.21 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $676k | 5.7k | 119.24 |
|
|
| Wec Energy Group (WEC) | 0.0 | $676k | 5.8k | 116.77 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $667k | 4.0k | 166.65 |
|
|
| RPM International (RPM) | 0.0 | $667k | 6.0k | 111.15 |
|
|
| Essential Utils (WTRG) | 0.0 | $653k | -12% | 17k | 38.31 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $647k | NEW | 6.4k | 101.65 |
|
| Booking Holdings (BKNG) | 0.0 | $646k | +2545% | 3.6k | 178.24 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $644k | -25% | 3.9k | 163.45 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $638k | +8% | 6.0k | 106.47 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $637k | 6.6k | 96.56 |
|
|
| Cigna Corp (CI) | 0.0 | $629k | 2.3k | 275.68 |
|
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $627k | -5% | 14k | 45.91 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $623k | 17k | 36.13 |
|
|
| Ametek (AME) | 0.0 | $616k | -2% | 2.5k | 241.94 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $611k | 2.7k | 227.06 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $597k | 1.4k | 426.40 |
|
|
| Fortinet (FTNT) | 0.0 | $596k | 3.9k | 153.62 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $594k | +23% | 1.2k | 491.16 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $592k | +87% | 7.8k | 75.51 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $585k | 5.0k | 117.50 |
|
|
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $571k | 9.9k | 57.94 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $571k | +6% | 7.4k | 76.73 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $556k | 28k | 20.17 |
|
|
| Chemours (CC) | 0.0 | $552k | 27k | 20.52 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $551k | +500% | 6.7k | 82.62 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $546k | 2.0k | 273.63 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $540k | +32% | 5.5k | 98.98 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $538k | -3% | 3.7k | 144.61 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $533k | -5% | 2.3k | 229.57 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $531k | 3.6k | 146.41 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $531k | 4.0k | 131.60 |
|
|
| Lattice Semiconductor (LSCC) | 0.0 | $529k | -8% | 3.5k | 152.96 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $524k | +17% | 5.7k | 92.27 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $521k | 10k | 52.00 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $512k | 6.1k | 84.60 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $498k | -36% | 9.9k | 50.42 |
|
| Exelon Corporation (EXC) | 0.0 | $497k | +4% | 11k | 46.62 |
|
| Spdr Series Trust Sst Spdr Bloombe (BWZ) | 0.0 | $493k | 18k | 26.75 |
|
|
| Gilead Sciences (GILD) | 0.0 | $486k | -2% | 3.8k | 126.34 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $482k | -15% | 12k | 41.43 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $478k | 1.6k | 306.30 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $477k | -2% | 2.9k | 164.27 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $470k | 4.3k | 109.07 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $466k | 1.8k | 260.44 |
|
|
| DTE Energy Company (DTE) | 0.0 | $466k | -2% | 3.1k | 152.37 |
|
| Hubbell (HUBB) | 0.0 | $453k | 865.00 | 523.20 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $449k | 1.5k | 299.01 |
|
|
| Oneok (OKE) | 0.0 | $447k | 5.1k | 86.94 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $446k | -15% | 18k | 24.55 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $440k | -9% | 2.4k | 185.23 |
|
| Carrier Global Corporation (CARR) | 0.0 | $435k | -4% | 5.9k | 73.35 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $433k | -17% | 8.2k | 52.65 |
|
| Anthem (ELV) | 0.0 | $426k | 1.1k | 386.73 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $426k | 8.0k | 53.47 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $414k | NEW | 543.00 | 763.14 |
|
| Crown Holdings (CCK) | 0.0 | $413k | 3.7k | 111.82 |
|
|
| Dimensional Etf Trust Us Larg Vect Etf (DFVX) | 0.0 | $410k | NEW | 5.0k | 82.23 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $408k | 2.7k | 148.69 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $408k | 7.4k | 55.33 |
|
|
| American Water Works (AWK) | 0.0 | $407k | 3.1k | 131.58 |
|
|
| Servicenow (NOW) | 0.0 | $407k | -45% | 4.1k | 99.28 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $402k | 5.0k | 79.97 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $393k | 8.9k | 44.04 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $385k | NEW | 1.1k | 341.02 |
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $384k | NEW | 9.5k | 40.66 |
|
| Astrazeneca Ord (AZN) | 0.0 | $384k | -48% | 2.0k | 189.62 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $384k | +22% | 1.5k | 255.67 |
|
| Apollo Global Mgmt (APO) | 0.0 | $378k | 3.2k | 118.31 |
|
|
| CRH Ord (CRH) | 0.0 | $372k | 3.5k | 107.00 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $364k | -2% | 6.7k | 54.03 |
|
| Manulife Finl Corp (MFC) | 0.0 | $353k | 8.7k | 40.51 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $352k | -9% | 2.4k | 147.73 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $347k | 2.5k | 139.09 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $346k | 3.0k | 117.28 |
|
|
| Fiserv (FISV) | 0.0 | $343k | 7.0k | 49.05 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $338k | 7.5k | 45.34 |
|
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $338k | NEW | 3.7k | 91.63 |
|
| FedEx Corporation (FDX) | 0.0 | $338k | -13% | 1.1k | 313.13 |
|
| Microchip Technology (MCHP) | 0.0 | $336k | -52% | 3.7k | 91.20 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $335k | 4.3k | 77.15 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $334k | 3.1k | 107.35 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $334k | NEW | 4.3k | 77.23 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $333k | 6.7k | 49.82 |
|
|
| Clorox Company (CLX) | 0.0 | $333k | +13% | 3.5k | 95.44 |
|
| Ecolab (ECL) | 0.0 | $329k | 1.2k | 278.61 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $328k | -6% | 2.7k | 123.11 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $327k | 1.3k | 246.21 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.0 | $321k | 7.2k | 44.36 |
|
|
| Church & Dwight (CHD) | 0.0 | $321k | 3.3k | 96.88 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $312k | -6% | 4.5k | 69.19 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $311k | 3.7k | 83.75 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $305k | 6.0k | 50.84 |
|
|
| Kroger (KR) | 0.0 | $301k | 5.4k | 55.53 |
|
|
| CSX Corporation (CSX) | 0.0 | $301k | -7% | 6.3k | 47.53 |
|
| Consolidated Edison (ED) | 0.0 | $300k | +3% | 2.7k | 110.63 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $298k | -23% | 1.7k | 173.84 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $298k | NEW | 1.8k | 165.38 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $292k | -44% | 3.1k | 93.40 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $287k | -9% | 1.8k | 162.35 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $283k | 4.2k | 67.93 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $280k | 1.7k | 163.67 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $278k | 7.9k | 35.22 |
|
|
| Moody's Corporation (MCO) | 0.0 | $272k | -51% | 601.00 | 452.92 |
|
| O'reilly Automotive (ORLY) | 0.0 | $271k | -36% | 2.9k | 92.09 |
|
| Garmin SHS (GRMN) | 0.0 | $268k | 1.1k | 237.54 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $264k | -63% | 1.7k | 154.11 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $263k | NEW | 1.2k | 226.97 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $261k | -2% | 2.7k | 96.43 |
|
| General Mills (GIS) | 0.0 | $255k | +5% | 7.3k | 34.80 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $250k | 3.3k | 76.55 |
|
|
| Key (KEY) | 0.0 | $250k | +2% | 11k | 23.05 |
|
| EOG Resources (EOG) | 0.0 | $247k | -10% | 1.9k | 129.73 |
|
| Paychex (PAYX) | 0.0 | $246k | -7% | 2.5k | 98.33 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $245k | 842.00 | 290.62 |
|
|
| Medpace Hldgs (MEDP) | 0.0 | $245k | -6% | 462.00 | 529.59 |
|
| Simon Property (SPG) | 0.0 | $243k | -7% | 1.1k | 223.65 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $242k | 464.00 | 522.39 |
|
|
| AmerisourceBergen (COR) | 0.0 | $241k | -4% | 852.00 | 282.98 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $241k | -17% | 4.8k | 50.57 |
|
| UGI Corporation (UGI) | 0.0 | $240k | 7.0k | 34.54 |
|
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.0 | $239k | NEW | 2.2k | 109.11 |
|
| Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) | 0.0 | $237k | -8% | 8.2k | 28.83 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $237k | -52% | 1.2k | 205.02 |
|
| Allstate Corporation (ALL) | 0.0 | $235k | 987.00 | 237.94 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $234k | -42% | 5.5k | 42.59 |
|
| Prudential Financial (PRU) | 0.0 | $234k | NEW | 2.2k | 107.93 |
|
| Kkr & Co (KKR) | 0.0 | $233k | -39% | 2.5k | 91.78 |
|
| Nucor Corporation (NUE) | 0.0 | $232k | NEW | 1.0k | 222.75 |
|
| Darden Restaurants (DRI) | 0.0 | $231k | -4% | 1.1k | 206.01 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $231k | 4.2k | 55.45 |
|
|
| Prologis (PLD) | 0.0 | $230k | -9% | 1.7k | 135.47 |
|
| Vulcan Materials Company (VMC) | 0.0 | $230k | 779.00 | 295.01 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $229k | 4.2k | 55.01 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $229k | -67% | 886.00 | 257.91 |
|
| Haleon Spon Ads (HLN) | 0.0 | $228k | 25k | 9.33 |
|
|
| L3harris Technologies (LHX) | 0.0 | $224k | -57% | 771.00 | 290.59 |
|
| Marvell Technology (MRVL) | 0.0 | $224k | NEW | 751.00 | 297.89 |
|
| Clearway Energy CL C (CWEN) | 0.0 | $220k | 6.4k | 34.18 |
|
|
| Yum! Brands (YUM) | 0.0 | $218k | 1.4k | 159.86 |
|
|
| Williams Companies (WMB) | 0.0 | $217k | NEW | 2.9k | 74.34 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $215k | NEW | 20k | 10.57 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $215k | NEW | 3.4k | 63.85 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $213k | NEW | 760.00 | 280.00 |
|
| Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL) | 0.0 | $211k | NEW | 2.0k | 105.57 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $211k | 459.00 | 459.13 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $209k | NEW | 3.0k | 68.54 |
|
| Bwx Technologies (BWXT) | 0.0 | $208k | NEW | 1.1k | 194.65 |
|
| Boeing Company (BA) | 0.0 | $207k | -46% | 957.00 | 216.47 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $207k | 16k | 12.80 |
|
|
| Ross Stores (ROST) | 0.0 | $136k | -7% | 641.00 | 212.85 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $112k | 10k | 10.84 |
|
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $84k | 17k | 4.99 |
|
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| Hadron Energy Common Stock | 0.0 | $20k | NEW | 10k | 2.03 |
|
Past Filings by Haverford Trust
SEC 13F filings are viewable for Haverford Trust going back to 2010
- Haverford Trust 2026 Q2 filed Aug. 12, 2026
- Haverford Trust 2026 Q1 filed May 11, 2026
- Haverford Trust 2025 Q4 filed Feb. 13, 2026
- Haverford Trust 2025 Q3 filed Nov. 14, 2025
- Haverford Trust 2025 Q2 filed Aug. 13, 2025
- Haverford Trust 2025 Q1 filed May 14, 2025
- Haverford Trust 2024 Q4 filed Feb. 11, 2025
- Haverford Trust 2024 Q3 filed Nov. 5, 2024
- Haverford Trust 2024 Q2 filed Aug. 13, 2024
- Haverford Trust 2024 Q1 filed May 2, 2024
- Haverford Trust 2023 Q4 filed Feb. 8, 2024
- Haverford Trust 2023 Q3 filed Nov. 9, 2023
- Haverford Trust 2023 Q2 filed Aug. 8, 2023
- Haverford Trust 2023 Q1 filed May 12, 2023
- Haverford Trust 2022 Q4 filed Feb. 13, 2023
- Haverford Trust 2022 Q3 filed Nov. 14, 2022