Wsfs Capital Management
Latest statistics and disclosures from Bryn Mawr Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, BND, MSFT, IWY, and represent 22.73% of Bryn Mawr Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$9.3M), PG (+$7.3M), VYM (+$7.1M), OTIS (+$5.0M), AWK, XLE, VEA, IWD, IWF, QLD.
- Started 36 new stock positions in VRTX, MU, CNM, NEM, LII, W, VSDM, IXN, MCK, Q.
- Reduced shares in these 10 stocks: GPC (-$7.3M), JCI, KHC, STZ, MUSA, QUAL, ZBH, BDX, ORCL, COWZ.
- Sold out of its positions in ABM, OKLO, BC, CAC, LEU, CLX, CRWV, CSGP, URA, HXL.
- Bryn Mawr Trust Advisors was a net buyer of stock by $39M.
- Bryn Mawr Trust Advisors has $2.1B in assets under management (AUM), dropping by 3.18%.
- Central Index Key (CIK): 0001700481
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Portfolio Holdings for Bryn Mawr Trust Advisors
Bryn Mawr Trust Advisors holds 446 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.7 | $118M | 172k | 684.94 |
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| Apple (AAPL) | 4.9 | $101M | 371k | 271.86 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.6 | $96M | +3% | 1.3M | 74.07 |
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| Microsoft Corporation (MSFT) | 4.1 | $85M | 176k | 483.62 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.5 | $73M | 263k | 276.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $58M | 187k | 313.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $57M | +6% | 915k | 62.47 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $44M | 137k | 322.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $33M | -2% | 65k | 502.65 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $32M | -7% | 159k | 198.62 |
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| Cisco Systems (CSCO) | 1.5 | $31M | 407k | 77.03 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.4 | $29M | 103k | 279.14 |
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| Amazon (AMZN) | 1.3 | $28M | 121k | 230.82 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $26M | 141k | 183.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $25M | 498k | 50.59 |
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| Merck & Co (MRK) | 1.2 | $24M | -4% | 231k | 105.26 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 1.1 | $24M | +3% | 258k | 91.86 |
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| Johnson & Johnson (JNJ) | 1.1 | $23M | 111k | 206.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $20M | +53% | 141k | 143.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $19M | -5% | 62k | 313.80 |
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| Oracle Corporation (ORCL) | 0.9 | $19M | -7% | 99k | 194.91 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $19M | +10% | 105k | 177.37 |
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| Procter & Gamble Company (PG) | 0.9 | $18M | +66% | 128k | 143.31 |
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| Danaher Corporation (DHR) | 0.9 | $18M | -6% | 78k | 228.92 |
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| Johnson Ctls Intl SHS (JCI) | 0.8 | $17M | -17% | 139k | 119.75 |
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| International Business Machines (IBM) | 0.8 | $17M | -2% | 56k | 296.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $17M | +130% | 165k | 99.88 |
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| Kla Corp Com New (KLAC) | 0.8 | $16M | 13k | 1215.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $16M | +7% | 23k | 681.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $16M | +24% | 33k | 473.30 |
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| Home Depot (HD) | 0.7 | $16M | 45k | 344.10 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $16M | +21% | 200k | 77.53 |
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| Meta Platforms Cl A (META) | 0.7 | $15M | +6% | 23k | 660.08 |
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| NVIDIA Corporation (NVDA) | 0.7 | $15M | +21% | 80k | 186.50 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $15M | +2% | 122k | 120.34 |
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| TJX Companies (TJX) | 0.7 | $15M | 94k | 153.61 |
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| McDonald's Corporation (MCD) | 0.7 | $14M | -2% | 47k | 305.63 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $14M | -10% | 236k | 60.17 |
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| Cme (CME) | 0.7 | $14M | 50k | 273.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $13M | +2% | 21k | 627.13 |
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| Medtronic SHS (MDT) | 0.6 | $13M | 138k | 96.06 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $13M | -2% | 59k | 219.78 |
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| Abbott Laboratories (ABT) | 0.6 | $13M | -4% | 104k | 125.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $13M | 21k | 614.30 |
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| Chevron Corporation (CVX) | 0.6 | $13M | -7% | 83k | 152.41 |
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| Blackrock (BLK) | 0.6 | $12M | 12k | 1070.36 |
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| Broadcom (AVGO) | 0.6 | $12M | 35k | 346.10 |
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| Ss&c Technologies Holding (SSNC) | 0.6 | $12M | 139k | 87.42 |
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| Royalty Pharma Shs Class A (RPRX) | 0.6 | $12M | 310k | 38.64 |
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| Dollar General (DG) | 0.6 | $12M | +5% | 90k | 132.77 |
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| Truist Financial Corp equities (TFC) | 0.6 | $12M | -5% | 240k | 49.21 |
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| ConocoPhillips (COP) | 0.6 | $12M | 124k | 93.61 |
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| Analog Devices (ADI) | 0.5 | $11M | -2% | 39k | 271.20 |
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| Phillips 66 (PSX) | 0.5 | $9.5M | 74k | 129.04 |
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| FirstEnergy (FE) | 0.5 | $9.5M | -3% | 213k | 44.77 |
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| Evergy (EVRG) | 0.5 | $9.4M | 130k | 72.49 |
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| UnitedHealth (UNH) | 0.4 | $9.2M | -10% | 28k | 330.11 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $9.0M | +8% | 164k | 54.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $8.9M | +2% | 47k | 191.56 |
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| Jacobs Engineering Group (J) | 0.4 | $8.8M | -4% | 66k | 132.46 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $8.7M | +14% | 109k | 79.73 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $8.4M | -3% | 156k | 53.83 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $8.4M | -7% | 31k | 268.30 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $8.3M | +67% | 40k | 210.34 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $8.2M | +100% | 184k | 44.71 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $8.2M | 84k | 96.88 |
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| Amrize SHS (AMRZ) | 0.4 | $8.2M | 151k | 54.08 |
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| Nutrien (NTR) | 0.4 | $8.1M | 132k | 61.72 |
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| At&t (T) | 0.4 | $8.1M | -2% | 326k | 24.84 |
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| Visa Com Cl A (V) | 0.4 | $7.9M | -4% | 23k | 350.71 |
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| Pepsi (PEP) | 0.4 | $7.7M | 54k | 143.52 |
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| Becton, Dickinson and (BDX) | 0.4 | $7.6M | -19% | 39k | 194.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $7.0M | +44% | 73k | 96.03 |
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| IDEXX Laboratories (IDXX) | 0.3 | $7.0M | -4% | 10k | 676.53 |
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| Verizon Communications (VZ) | 0.3 | $7.0M | -9% | 171k | 40.73 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $6.8M | +6% | 64k | 107.35 |
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| SYSCO Corporation (SYY) | 0.3 | $6.7M | -6% | 91k | 73.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $6.6M | +31% | 17k | 396.31 |
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| Dominion Resources (D) | 0.3 | $6.3M | 108k | 58.59 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $6.2M | 50k | 123.26 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $6.1M | +99% | 87k | 70.41 |
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| Vanguard World Utilities Etf (VPU) | 0.3 | $6.0M | 33k | 185.04 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $6.0M | -2% | 11k | 570.87 |
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| Kimco Realty Corporation (KIM) | 0.3 | $5.9M | -9% | 292k | 20.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $5.5M | 11k | 487.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.5M | +23% | 16k | 335.27 |
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| Broadridge Financial Solutions (BR) | 0.3 | $5.3M | 24k | 223.17 |
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| Coca-Cola Company (KO) | 0.3 | $5.3M | 75k | 69.91 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.3 | $5.3M | +71% | 95k | 55.58 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $5.2M | 6.0k | 878.97 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $5.1M | 39k | 131.59 |
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| Astrazeneca Sponsored Adr | 0.2 | $5.1M | 55k | 91.93 |
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| American Water Works (AWK) | 0.2 | $5.1M | +903% | 39k | 130.50 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $5.0M | NEW | 58k | 87.35 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $4.8M | +110% | 34k | 143.97 |
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| Eli Lilly & Co. (LLY) | 0.2 | $4.8M | -10% | 4.5k | 1074.77 |
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| Fastenal Company (FAST) | 0.2 | $4.7M | -4% | 118k | 40.13 |
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| Applied Materials (AMAT) | 0.2 | $4.7M | +3% | 18k | 256.99 |
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| Goldman Sachs (GS) | 0.2 | $4.7M | 5.3k | 879.07 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.6M | +17% | 86k | 53.76 |
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| Philip Morris International (PM) | 0.2 | $4.5M | -6% | 28k | 160.40 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $4.4M | +26% | 74k | 59.93 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $4.4M | 32k | 136.07 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $4.0M | +12% | 42k | 96.27 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $4.0M | -4% | 50k | 81.17 |
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| Lowe's Companies (LOW) | 0.2 | $3.9M | -2% | 16k | 241.15 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $3.9M | -4% | 34k | 117.52 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $3.9M | +12% | 46k | 83.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.9M | -8% | 20k | 190.99 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.9M | +6% | 58k | 67.22 |
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| Keysight Technologies (KEYS) | 0.2 | $3.8M | +5% | 19k | 203.19 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.8M | -3% | 4.4k | 862.39 |
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| Snap-on Incorporated (SNA) | 0.2 | $3.6M | 11k | 344.61 |
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| Tesla Motors (TSLA) | 0.2 | $3.6M | 8.1k | 449.72 |
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| Zimmer Holdings (ZBH) | 0.2 | $3.6M | -38% | 40k | 89.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.4M | +25% | 28k | 120.18 |
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| Murphy Usa (MUSA) | 0.2 | $3.4M | -45% | 8.4k | 403.54 |
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| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.2 | $3.3M | +95% | 42k | 78.65 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $3.3M | +3% | 37k | 89.46 |
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| Intel Corporation (INTC) | 0.2 | $3.2M | 87k | 36.90 |
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| Kraft Heinz (KHC) | 0.2 | $3.2M | -51% | 133k | 24.25 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $3.2M | 40k | 78.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.2M | 48k | 66.00 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.0M | 8.1k | 373.44 |
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| Amentum Holdings (AMTM) | 0.1 | $3.0M | +28% | 102k | 29.00 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.9M | -14% | 5.0k | 579.47 |
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| Amgen (AMGN) | 0.1 | $2.9M | -4% | 8.9k | 327.33 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $2.9M | -4% | 120k | 24.02 |
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| Dupont De Nemours (DD) | 0.1 | $2.7M | -3% | 68k | 40.20 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $2.7M | NEW | 33k | 81.65 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.7M | +5% | 25k | 107.11 |
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| Honeywell International (HON) | 0.1 | $2.6M | -7% | 13k | 195.08 |
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| Genuine Parts Company (GPC) | 0.1 | $2.5M | -74% | 20k | 122.96 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.5M | +4% | 90k | 27.43 |
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| Hp (HPQ) | 0.1 | $2.4M | 109k | 22.28 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.4M | +4% | 12k | 212.06 |
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| M&T Bank Corporation (MTB) | 0.1 | $2.4M | 12k | 201.48 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.3M | +2% | 3.1k | 753.82 |
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| Global Payments (GPN) | 0.1 | $2.3M | -36% | 30k | 77.40 |
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| Booking Holdings (BKNG) | 0.1 | $2.3M | 425.00 | 5355.33 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.3M | +7% | 13k | 177.75 |
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| Nextera Energy (NEE) | 0.1 | $2.2M | -6% | 28k | 80.28 |
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| Servicenow (NOW) | 0.1 | $2.2M | +488% | 14k | 153.19 |
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| Abbvie (ABBV) | 0.1 | $2.1M | +12% | 9.1k | 228.49 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.1M | 14k | 154.13 |
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| salesforce (CRM) | 0.1 | $2.1M | -3% | 7.8k | 264.91 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.0M | 6.7k | 308.04 |
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| Church & Dwight (CHD) | 0.1 | $2.0M | -12% | 24k | 83.85 |
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| Public Service Enterprise (PEG) | 0.1 | $2.0M | 25k | 80.30 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.0M | 40k | 50.29 |
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| Martin Marietta Materials (MLM) | 0.1 | $2.0M | 3.2k | 622.66 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.0M | -5% | 9.3k | 214.68 |
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| Altria (MO) | 0.1 | $2.0M | 35k | 57.66 |
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| Pfizer (PFE) | 0.1 | $2.0M | +3% | 79k | 24.90 |
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| American Express Company (AXP) | 0.1 | $1.9M | +3% | 5.2k | 369.96 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.9M | 8.8k | 214.15 |
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| Corteva (CTVA) | 0.1 | $1.8M | 27k | 67.03 |
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| 3M Company (MMM) | 0.1 | $1.8M | 11k | 160.10 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.8M | +3% | 10k | 173.49 |
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| Intuit (INTU) | 0.1 | $1.7M | -21% | 2.6k | 662.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.7M | +8% | 7.0k | 246.14 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.7M | +11% | 24k | 69.42 |
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| Ecolab (ECL) | 0.1 | $1.7M | 6.3k | 262.52 |
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| Marsh & McLennan Companies | 0.1 | $1.6M | -6% | 8.8k | 185.53 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $1.6M | 20k | 80.81 |
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| Emerson Electric (EMR) | 0.1 | $1.6M | 12k | 132.72 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.6M | 18k | 89.43 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.6M | 59k | 26.91 |
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| First Solar (FSLR) | 0.1 | $1.6M | 6.0k | 261.23 |
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| Boeing Company (BA) | 0.1 | $1.6M | 7.2k | 217.12 |
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| Netflix (NFLX) | 0.1 | $1.5M | +825% | 16k | 93.76 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.5M | 30k | 50.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754800.00 |
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| Ford Motor Company (F) | 0.1 | $1.5M | -3% | 115k | 13.12 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.5M | 20k | 76.23 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.5M | 8.6k | 171.18 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.5M | -3% | 12k | 119.35 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.5M | +3% | 6.3k | 231.32 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.5M | -2% | 13k | 116.09 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.4M | -3% | 4.4k | 324.06 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.4M | -18% | 17k | 84.21 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.4M | +28% | 24k | 58.73 |
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| Nike CL B (NKE) | 0.1 | $1.4M | -23% | 22k | 63.71 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | +8% | 13k | 111.41 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.4M | -8% | 7.6k | 181.21 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.4M | -27% | 14k | 96.16 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | +23% | 2.4k | 566.42 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.3M | -5% | 13k | 106.70 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.3M | 9.4k | 137.87 |
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| Corning Incorporated (GLW) | 0.1 | $1.3M | -15% | 15k | 87.56 |
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| Stryker Corporation (SYK) | 0.1 | $1.3M | +7% | 3.7k | 351.48 |
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| Ross Stores (ROST) | 0.1 | $1.3M | -6% | 7.2k | 180.14 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.3M | +11% | 33k | 39.45 |
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| Chubb (CB) | 0.1 | $1.3M | +2% | 4.1k | 312.12 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $1.3M | -2% | 28k | 45.51 |
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| Skyline Corporation (SKY) | 0.1 | $1.3M | +8% | 15k | 84.50 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.2M | -3% | 30k | 40.86 |
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| AmerisourceBergen (COR) | 0.1 | $1.2M | -4% | 3.6k | 337.75 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.2M | 38k | 32.06 |
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| Caterpillar (CAT) | 0.1 | $1.2M | +6% | 2.1k | 572.78 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | +9% | 21k | 55.00 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | 2.3k | 483.59 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | -36% | 9.6k | 113.78 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $1.1M | 23k | 48.11 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $1.1M | 9.2k | 117.72 |
|
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $1.1M | 11k | 100.83 |
|
|
| Hershey Company (HSY) | 0.1 | $1.1M | 5.9k | 181.97 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.1M | 1.6k | 653.62 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.1M | -32% | 6.5k | 160.96 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | -4% | 3.6k | 290.23 |
|
| Citigroup Com New (C) | 0.0 | $1.0M | +3% | 8.7k | 116.69 |
|
| WSFS Financial Corporation (WSFS) | 0.0 | $967k | -10% | 18k | 55.24 |
|
| Automatic Data Processing (ADP) | 0.0 | $960k | 3.7k | 257.22 |
|
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $943k | 32k | 29.82 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $936k | 2.9k | 318.51 |
|
|
| Southern Company (SO) | 0.0 | $931k | +3% | 11k | 87.20 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $919k | +42% | 19k | 47.56 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $918k | 7.9k | 115.76 |
|
|
| Allstate Corporation (ALL) | 0.0 | $888k | 4.3k | 208.15 |
|
|
| EOG Resources (EOG) | 0.0 | $887k | -16% | 8.4k | 105.01 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $882k | -32% | 17k | 52.88 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $868k | NEW | 23k | 37.40 |
|
| Qualcomm (QCOM) | 0.0 | $848k | -18% | 5.0k | 171.04 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $841k | +7% | 7.4k | 113.93 |
|
| Trane Technologies SHS (TT) | 0.0 | $822k | 2.1k | 389.22 |
|
|
| Constellation Energy (CEG) | 0.0 | $821k | 2.3k | 353.23 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $800k | +51% | 5.7k | 141.06 |
|
| Valero Energy Corporation (VLO) | 0.0 | $797k | 4.9k | 162.79 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $776k | -39% | 6.2k | 125.81 |
|
| S&p Global (SPGI) | 0.0 | $753k | +53% | 1.4k | 522.60 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $751k | -16% | 33k | 23.02 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $748k | +34% | 15k | 49.46 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $722k | -8% | 2.8k | 257.98 |
|
| Crown Castle Intl (CCI) | 0.0 | $718k | 8.1k | 88.87 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $714k | +89% | 6.0k | 119.41 |
|
| W.W. Grainger (GWW) | 0.0 | $704k | -2% | 698.00 | 1008.33 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $699k | +29% | 5.1k | 136.95 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $696k | -12% | 13k | 53.36 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $695k | 4.8k | 143.47 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $693k | 39k | 17.67 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $681k | +10% | 9.3k | 73.48 |
|
| Palo Alto Networks (PANW) | 0.0 | $681k | +9% | 3.7k | 184.21 |
|
| Air Products & Chemicals (APD) | 0.0 | $661k | -6% | 2.7k | 247.02 |
|
| Norfolk Southern (NSC) | 0.0 | $644k | -17% | 2.2k | 288.77 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $637k | NEW | 11k | 55.80 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $637k | +16% | 6.4k | 99.91 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $635k | 1.1k | 603.39 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $635k | 8.9k | 71.41 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $626k | 1.0k | 605.01 |
|
|
| McKesson Corporation (MCK) | 0.0 | $625k | NEW | 762.00 | 820.29 |
|
| State Street Corporation (STT) | 0.0 | $622k | -2% | 4.8k | 129.01 |
|
| Republic Services (RSG) | 0.0 | $622k | 2.9k | 211.96 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $612k | +13% | 2.2k | 283.31 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $607k | -4% | 8.0k | 75.44 |
|
| Dow (DOW) | 0.0 | $602k | 26k | 23.38 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $601k | +23% | 8.8k | 68.11 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $600k | +4% | 3.9k | 154.78 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $586k | 7.8k | 75.05 |
|
|
| Canadian Solar (CSIQ) | 0.0 | $586k | 25k | 23.77 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $581k | 3.3k | 177.55 |
|
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.0 | $580k | +173% | 16k | 35.67 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $576k | NEW | 7.1k | 80.63 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $570k | 7.7k | 74.17 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $569k | 3.5k | 161.63 |
|
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.0 | $567k | 18k | 31.70 |
|
|
| Quanta Services (PWR) | 0.0 | $557k | +2% | 1.3k | 422.06 |
|
| SLB Com Stk (SLB) | 0.0 | $552k | -38% | 14k | 38.38 |
|
| General Motors Company (GM) | 0.0 | $550k | +44% | 6.8k | 81.32 |
|
| PNC Financial Services (PNC) | 0.0 | $548k | +9% | 2.6k | 208.74 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $544k | +150% | 13k | 42.69 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $531k | NEW | 5.5k | 96.28 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $530k | -38% | 9.3k | 57.24 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $528k | 11k | 46.59 |
|
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $511k | 2.1k | 241.27 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $511k | -18% | 959.00 | 532.81 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $511k | 4.7k | 108.64 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $509k | +20% | 5.5k | 93.20 |
|
| Omni (OMC) | 0.0 | $508k | +3% | 6.3k | 80.74 |
|
| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.0 | $505k | 17k | 30.40 |
|
|
| Deere & Company (DE) | 0.0 | $497k | 1.1k | 465.60 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $494k | +3% | 21k | 23.69 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $478k | 2.3k | 211.82 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $472k | 4.1k | 116.40 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $467k | +2% | 5.6k | 82.81 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $463k | -11% | 6.6k | 70.12 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $460k | 6.6k | 69.91 |
|
|
| Selectquote Ord (SLQT) | 0.0 | $455k | 323k | 1.41 |
|
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $453k | +4% | 4.9k | 91.79 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $445k | 6.4k | 69.67 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $444k | -37% | 1.3k | 349.85 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $442k | 21k | 21.55 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $442k | +7% | 1.8k | 251.01 |
|
| Prudential Financial (PRU) | 0.0 | $440k | +6% | 3.9k | 112.87 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $431k | 1.2k | 360.04 |
|
|
| Pacer Fds Tr Data And Infrast (SRVR) | 0.0 | $431k | +80% | 15k | 28.64 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $425k | +45% | 1.4k | 303.79 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $425k | -18% | 1.7k | 250.92 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $418k | NEW | 15k | 28.06 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $418k | -88% | 3.0k | 137.94 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $417k | NEW | 889.00 | 468.96 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $413k | +49% | 9.0k | 45.89 |
|
| Gilead Sciences (GILD) | 0.0 | $407k | -4% | 3.3k | 122.75 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $406k | +56% | 2.9k | 141.14 |
|
| Dollar Tree (DLTR) | 0.0 | $405k | +20% | 3.3k | 123.01 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $400k | +10% | 5.4k | 73.58 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $398k | -7% | 4.6k | 87.16 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $398k | 5.6k | 71.42 |
|
|
| Entergy Corporation (ETR) | 0.0 | $398k | 4.3k | 92.43 |
|
|
| Msci (MSCI) | 0.0 | $396k | -47% | 690.00 | 573.73 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $392k | +9% | 7.7k | 50.58 |
|
| Linde SHS (LIN) | 0.0 | $391k | +3% | 917.00 | 426.38 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $391k | +3% | 7.1k | 54.77 |
|
| Waste Management (WM) | 0.0 | $390k | +30% | 1.8k | 219.76 |
|
| Illinois Tool Works (ITW) | 0.0 | $388k | -8% | 1.6k | 246.35 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $387k | 7.2k | 53.51 |
|
|
| Target Corporation (TGT) | 0.0 | $383k | -11% | 3.9k | 97.75 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $382k | -18% | 3.3k | 117.22 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $381k | NEW | 3.6k | 105.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $380k | -36% | 4.0k | 95.35 |
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $379k | 13k | 29.14 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $376k | 12k | 30.54 |
|
|
| Darden Restaurants (DRI) | 0.0 | $375k | +42% | 2.0k | 184.02 |
|
| Ameriprise Financial (AMP) | 0.0 | $375k | +7% | 764.00 | 490.33 |
|
| Tapestry (TPR) | 0.0 | $373k | 2.9k | 127.77 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $366k | -3% | 12k | 29.61 |
|
| Pegasystems (PEGA) | 0.0 | $361k | NEW | 6.0k | 59.72 |
|
| Charles River Laboratories (CRL) | 0.0 | $361k | 1.8k | 199.48 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $358k | 2.3k | 155.15 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $356k | NEW | 5.4k | 65.40 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $356k | -4% | 1.7k | 211.20 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $354k | 3.5k | 101.58 |
|
|
| Raymond James Financial (RJF) | 0.0 | $353k | +54% | 2.2k | 160.59 |
|
| Nordson Corporation (NDSN) | 0.0 | $348k | 1.4k | 240.43 |
|
|
| Loews Corporation (L) | 0.0 | $339k | 3.2k | 105.31 |
|
|
| Core & Main Cl A (CNM) | 0.0 | $337k | NEW | 6.5k | 51.97 |
|
| F5 Networks (FFIV) | 0.0 | $335k | 1.3k | 255.26 |
|
|
| American Electric Power Company (AEP) | 0.0 | $332k | -4% | 2.9k | 115.32 |
|
| Equifax (EFX) | 0.0 | $331k | 1.5k | 216.98 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $330k | -32% | 2.4k | 135.69 |
|
| Brady Corp Cl A (BRC) | 0.0 | $329k | +28% | 4.2k | 78.38 |
|
| Lennox International (LII) | 0.0 | $325k | NEW | 670.00 | 485.58 |
|
| General Dynamics Corporation (GD) | 0.0 | $324k | +18% | 963.00 | 336.83 |
|
| Garmin SHS (GRMN) | 0.0 | $324k | 1.6k | 202.85 |
|
|
| Key (KEY) | 0.0 | $315k | +21% | 15k | 20.64 |
|
| DTE Energy Company (DTE) | 0.0 | $315k | 2.4k | 128.96 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $310k | 6.2k | 49.90 |
|
|
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.0 | $309k | +6% | 15k | 20.56 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $307k | +9% | 3.9k | 79.35 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $306k | 3.7k | 83.52 |
|
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $306k | -4% | 13k | 22.91 |
|
| Steris Shs Usd (STE) | 0.0 | $303k | -42% | 1.2k | 253.53 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $302k | 6.6k | 45.80 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $301k | +6% | 10k | 29.80 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $300k | -12% | 3.8k | 79.03 |
|
| Microchip Technology (MCHP) | 0.0 | $297k | -30% | 4.7k | 63.72 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $293k | 609.00 | 480.64 |
|
|
| Incyte Corporation (INCY) | 0.0 | $291k | -18% | 2.9k | 98.77 |
|
| Paychex (PAYX) | 0.0 | $288k | +15% | 2.6k | 112.18 |
|
| AutoZone (AZO) | 0.0 | $285k | -32% | 84.00 | 3391.50 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $283k | -17% | 5.9k | 47.70 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $282k | +3% | 1.1k | 250.41 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $281k | 5.2k | 53.94 |
|
|
| Capital One Financial (COF) | 0.0 | $279k | -21% | 1.2k | 242.36 |
|
| Aon Shs Cl A (AON) | 0.0 | $277k | -56% | 784.00 | 352.65 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $271k | -59% | 9.7k | 28.01 |
|
| Cameco Corporation (CCJ) | 0.0 | $270k | 3.0k | 91.49 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $269k | +11% | 2.8k | 95.92 |
|
| Kinder Morgan (KMI) | 0.0 | $267k | -8% | 9.7k | 27.49 |
|
| Halliburton Company (HAL) | 0.0 | $266k | 9.4k | 28.26 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $265k | 878.00 | 301.99 |
|
|
| Cigna Corp (CI) | 0.0 | $265k | +14% | 962.00 | 275.23 |
|
| J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA) | 0.0 | $264k | 5.1k | 52.24 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $264k | 8.1k | 32.62 |
|
|
| Pacer Fds Tr Industrial Relet (INDS) | 0.0 | $263k | NEW | 7.2k | 36.68 |
|
| Exelon Corporation (EXC) | 0.0 | $261k | 6.0k | 43.59 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $260k | 3.7k | 69.43 |
|
|
| Carlisle Companies (CSL) | 0.0 | $260k | -6% | 813.00 | 319.86 |
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.0 | $259k | +29% | 2.5k | 104.70 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.0 | $259k | NEW | 2.7k | 97.20 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $259k | +4% | 1.9k | 135.14 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $259k | +7% | 724.00 | 357.17 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $257k | 3.2k | 80.37 |
|
|
| Synopsys (SNPS) | 0.0 | $257k | -47% | 546.00 | 469.72 |
|
| Williams Companies (WMB) | 0.0 | $256k | +4% | 4.3k | 60.11 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $256k | NEW | 3.1k | 83.00 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $255k | 721.00 | 353.61 |
|
|
| PPL Corporation (PPL) | 0.0 | $255k | NEW | 7.3k | 35.02 |
|
| Hannon Armstrong (HASI) | 0.0 | $255k | 8.1k | 31.43 |
|
|
| Suncor Energy (SU) | 0.0 | $255k | +3% | 5.7k | 44.36 |
|
| Ufp Industries (UFPI) | 0.0 | $255k | +18% | 2.8k | 91.06 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $253k | 4.7k | 53.37 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $251k | 636.00 | 394.06 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $250k | 4.0k | 62.92 |
|
|
| Vanguard Mun Bd Fds Short Tax Exempt (VSDM) | 0.0 | $250k | NEW | 3.3k | 76.45 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.0 | $249k | NEW | 3.3k | 75.57 |
|
| Wayfair Cl A (W) | 0.0 | $249k | NEW | 2.5k | 100.41 |
|
| Consolidated Edison (ED) | 0.0 | $248k | 2.5k | 99.33 |
|
|
| Badger Meter (BMI) | 0.0 | $246k | +19% | 1.4k | 174.39 |
|
| Williams-Sonoma (WSM) | 0.0 | $245k | +4% | 1.4k | 178.59 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $244k | NEW | 3.4k | 72.62 |
|
| PPG Industries (PPG) | 0.0 | $243k | NEW | 2.4k | 102.46 |
|
| Standex Int'l (SXI) | 0.0 | $243k | -26% | 1.1k | 217.20 |
|
| Leidos Holdings (LDOS) | 0.0 | $241k | +4% | 1.3k | 180.41 |
|
| Cummins (CMI) | 0.0 | $240k | NEW | 470.00 | 510.45 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $239k | NEW | 2.5k | 94.20 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $233k | 1.7k | 139.18 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $232k | NEW | 742.00 | 312.58 |
|
| eBay (EBAY) | 0.0 | $231k | -7% | 2.6k | 87.10 |
|
| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.0 | $230k | -2% | 3.6k | 64.06 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.0 | $230k | 8.1k | 28.24 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $228k | -15% | 8.7k | 26.23 |
|
| Metropcs Communications (TMUS) | 0.0 | $226k | -31% | 1.1k | 203.12 |
|
| Micron Technology (MU) | 0.0 | $225k | NEW | 787.00 | 285.41 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $225k | +12% | 7.5k | 29.89 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $224k | NEW | 494.00 | 453.36 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $224k | 6.5k | 34.26 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $223k | NEW | 3.8k | 58.81 |
|
| Skyworks Solutions (SWKS) | 0.0 | $222k | -13% | 3.5k | 63.41 |
|
| Anthem (ELV) | 0.0 | $222k | -10% | 632.00 | 350.55 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $221k | 2.5k | 88.51 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $219k | -10% | 2.8k | 77.69 |
|
| Quaker Chemical Corporation (KWR) | 0.0 | $219k | -30% | 1.6k | 137.35 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $215k | NEW | 441.00 | 487.25 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $215k | 1.8k | 119.32 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $215k | NEW | 15k | 14.14 |
|
| Connectone Banc (CNOB) | 0.0 | $213k | -11% | 8.1k | 26.22 |
|
| Campbell Soup Company (CPB) | 0.0 | $213k | -25% | 7.6k | 27.87 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $210k | NEW | 4.2k | 50.52 |
|
| Paypal Holdings (PYPL) | 0.0 | $206k | 3.5k | 58.39 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $204k | NEW | 1.7k | 121.61 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $204k | NEW | 4.0k | 50.88 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $203k | NEW | 2.1k | 95.24 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $200k | 2.9k | 69.52 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $200k | NEW | 2.0k | 99.83 |
|
| First Bank (FRBA) | 0.0 | $200k | -3% | 12k | 16.46 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $199k | -6% | 12k | 16.32 |
|
| Valley National Ban (VLY) | 0.0 | $177k | 15k | 11.68 |
|
|
| Global Net Lease Com New (GNL) | 0.0 | $162k | +2% | 19k | 8.60 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $142k | +3% | 11k | 13.25 |
|
| Chemours (CC) | 0.0 | $125k | 11k | 11.79 |
|
|
| Telefonica S A Sponsored Adr | 0.0 | $78k | 19k | 4.05 |
|
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $75k | 12k | 6.21 |
|
|
| T1 Energy Com New (TE) | 0.0 | $67k | 10k | 6.68 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $60k | 12k | 4.86 |
|
|
| Amplitech Group Com New (AMPG) | 0.0 | $44k | 15k | 2.99 |
|
|
| Cognition Therapeutics (CGTX) | 0.0 | $39k | -26% | 29k | 1.35 |
|
Past Filings by Bryn Mawr Trust Advisors
SEC 13F filings are viewable for Bryn Mawr Trust Advisors going back to 2016
- Bryn Mawr Trust Advisors 2025 Q4 filed Feb. 4, 2026
- Bryn Mawr Trust Advisors 2025 Q3 filed Nov. 4, 2025
- Bryn Mawr Trust Advisors 2025 Q2 filed Aug. 6, 2025
- Bryn Mawr Capital Management 2025 Q1 filed May 2, 2025
- Bryn Mawr Capital Management 2024 Q4 restated filed Feb. 5, 2025
- Bryn Mawr Capital Management 2024 Q4 filed Feb. 3, 2025
- Bryn Mawr Capital Management 2024 Q3 filed Oct. 25, 2024
- Bryn Mawr Capital Management 2024 Q2 filed July 30, 2024
- Bryn Mawr Capital Management 2024 Q1 filed May 2, 2024
- Bryn Mawr Capital Management 2023 Q4 filed Feb. 2, 2024
- Bryn Mawr Capital Management 2023 Q3 filed Nov. 8, 2023
- Bryn Mawr Capital Management 2023 Q2 filed Aug. 11, 2023
- Bryn Mawr Capital Management 2023 Q1 filed May 2, 2023
- Bryn Mawr Capital Management 2022 Q4 filed Feb. 10, 2023
- Wsfs Capital Management 2022 Q3 filed Nov. 4, 2022
- Wsfs Capital Management 2022 Q2 filed Aug. 10, 2022