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 23.03% of Bryn Mawr Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: DG (+$8.8M), AMRZ (+$7.2M), IWY (+$6.5M), IVV (+$5.3M), VEA, QQQ, PTLC, SCZ, BDX, IWX.
- Started 39 new stock positions in PTMC, WSFS, RL, WSM, PTLC, HAL, URA, CVS, GM, HXL.
- Reduced shares in these 10 stocks: KDP (-$7.2M), ORCL, COWZ, TMO, AAPL, MSFT, XLF, SPY, PPG, MUB.
- Sold out of its positions in CMS, CARR, CMG, CZFS, CTSH, IT, HCA, ITOT, IUSV, IEUR. MMSI, NVO, ODFL, PPG, PGR, ROP, TRGP, VAW, VLTO, VRTX.
- Bryn Mawr Trust Advisors was a net buyer of stock by $58M.
- Bryn Mawr Trust Advisors has $2.0B in assets under management (AUM), dropping by 10.30%.
- Central Index Key (CIK): 0001700481
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Portfolio Holdings for Bryn Mawr Trust Advisors
Bryn Mawr Trust Advisors holds 438 positions in its portfolio as reported in the September 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 | $116M | +4% | 173k | 669.30 |
|
| Apple (AAPL) | 4.7 | $94M | 369k | 254.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.6 | $94M | +2% | 1.3M | 74.37 |
|
| Microsoft Corporation (MSFT) | 4.5 | $90M | 174k | 517.95 |
|
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.5 | $71M | +10% | 259k | 273.65 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $51M | +8% | 856k | 59.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $46M | 189k | 243.10 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $43M | 136k | 315.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $34M | 67k | 502.74 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $33M | 172k | 194.50 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.5 | $30M | +2% | 104k | 293.79 |
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| Oracle Corporation (ORCL) | 1.5 | $30M | -10% | 108k | 281.24 |
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| Cisco Systems (CSCO) | 1.4 | $28M | +3% | 410k | 68.42 |
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| Amazon (AMZN) | 1.3 | $27M | 123k | 219.57 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $26M | +2% | 504k | 50.73 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $24M | 144k | 167.33 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 1.1 | $22M | +12% | 249k | 87.88 |
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| Johnson & Johnson (JNJ) | 1.0 | $21M | 112k | 185.42 |
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| Merck & Co (MRK) | 1.0 | $20M | 243k | 83.93 |
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| Home Depot (HD) | 0.9 | $19M | 46k | 405.19 |
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| Johnson Ctls Intl SHS (JCI) | 0.9 | $19M | +3% | 169k | 109.95 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $17M | +7% | 95k | 174.58 |
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| Danaher Corporation (DHR) | 0.8 | $16M | +6% | 83k | 198.26 |
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| International Business Machines (IBM) | 0.8 | $16M | 58k | 282.16 |
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| Meta Platforms Cl A (META) | 0.8 | $16M | +2% | 22k | 734.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $16M | 65k | 243.55 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $15M | -8% | 263k | 57.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $15M | -5% | 22k | 666.19 |
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| McDonald's Corporation (MCD) | 0.7 | $15M | 48k | 303.89 |
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| Kla Corp Com New (KLAC) | 0.7 | $15M | 14k | 1078.64 |
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| Abbott Laboratories (ABT) | 0.7 | $15M | -3% | 108k | 133.94 |
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| Chevron Corporation (CVX) | 0.7 | $14M | 90k | 155.29 |
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| TJX Companies (TJX) | 0.7 | $14M | 95k | 144.54 |
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| Blackrock (BLK) | 0.7 | $14M | 12k | 1165.86 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $14M | +4% | 120k | 112.75 |
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| Medtronic SHS (MDT) | 0.7 | $13M | 141k | 95.24 |
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| Cme (CME) | 0.7 | $13M | 49k | 270.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $13M | 61k | 215.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $13M | 92k | 140.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $13M | 21k | 612.38 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $13M | +29% | 165k | 76.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $13M | +38% | 21k | 600.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $13M | +19% | 27k | 468.42 |
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| NVIDIA Corporation (NVDA) | 0.6 | $12M | +23% | 66k | 186.58 |
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| Ss&c Technologies Holding (SSNC) | 0.6 | $12M | +2% | 136k | 88.76 |
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| Procter & Gamble Company (PG) | 0.6 | $12M | -2% | 77k | 153.65 |
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| ConocoPhillips (COP) | 0.6 | $12M | 123k | 94.59 |
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| Truist Financial Corp equities (TFC) | 0.6 | $12M | 253k | 45.72 |
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| Broadcom (AVGO) | 0.6 | $12M | +25% | 35k | 329.91 |
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| Genuine Parts Company (GPC) | 0.5 | $11M | 80k | 138.60 |
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| Royalty Pharma Shs Class A (RPRX) | 0.5 | $11M | +3% | 312k | 35.28 |
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| UnitedHealth (UNH) | 0.5 | $11M | +7% | 31k | 345.30 |
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| Jacobs Engineering Group (J) | 0.5 | $10M | +3% | 69k | 149.86 |
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| FirstEnergy (FE) | 0.5 | $10M | +2% | 221k | 45.82 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $10M | 162k | 62.47 |
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| Evergy (EVRG) | 0.5 | $10M | 132k | 76.02 |
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| Phillips 66 (PSX) | 0.5 | $10M | 73k | 136.02 |
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| Analog Devices (ADI) | 0.5 | $9.8M | 40k | 245.70 |
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| At&t (T) | 0.5 | $9.4M | 332k | 28.24 |
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| Becton, Dickinson and (BDX) | 0.5 | $9.1M | +43% | 49k | 187.17 |
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| Dollar General (DG) | 0.4 | $8.8M | NEW | 85k | 103.35 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $8.6M | +2% | 45k | 189.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $8.3M | 34k | 246.60 |
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| Verizon Communications (VZ) | 0.4 | $8.3M | +2% | 189k | 43.95 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $8.2M | -3% | 92k | 89.34 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $8.1M | 85k | 95.89 |
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| Visa Com Cl A (V) | 0.4 | $8.1M | -6% | 24k | 341.37 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $8.1M | +19% | 151k | 53.40 |
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| SYSCO Corporation (SYY) | 0.4 | $8.0M | 97k | 82.34 |
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| Nutrien (NTR) | 0.4 | $7.8M | +7% | 133k | 58.71 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $7.6M | +15% | 95k | 79.93 |
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| Pepsi (PEP) | 0.4 | $7.5M | 53k | 140.44 |
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| Amrize SHS (AMRZ) | 0.4 | $7.2M | NEW | 149k | 48.53 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $7.2M | +24% | 72k | 100.25 |
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| Kraft Heinz (KHC) | 0.4 | $7.2M | -7% | 275k | 26.04 |
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| Kimco Realty Corporation (KIM) | 0.3 | $7.0M | +2% | 322k | 21.85 |
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| IDEXX Laboratories (IDXX) | 0.3 | $6.9M | -3% | 11k | 638.89 |
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| Dominion Resources (D) | 0.3 | $6.6M | +3% | 108k | 61.17 |
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| Zimmer Holdings (ZBH) | 0.3 | $6.4M | +3% | 65k | 98.50 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $6.4M | +12% | 60k | 107.44 |
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| Vanguard World Utilities Etf (VPU) | 0.3 | $6.2M | 33k | 189.41 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $6.2M | 11k | 568.82 |
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| Fastenal Company (FAST) | 0.3 | $6.1M | 124k | 49.04 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $6.0M | -3% | 44k | 137.20 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $6.0M | -4% | 49k | 120.72 |
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| Murphy Usa (MUSA) | 0.3 | $6.0M | +6% | 15k | 388.26 |
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| Broadridge Financial Solutions (BR) | 0.3 | $5.7M | +5% | 24k | 238.17 |
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| Dupont De Nemours (DD) | 0.3 | $5.5M | 71k | 77.90 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $5.5M | -5% | 11k | 479.60 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $5.1M | 39k | 129.72 |
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| Coca-Cola Company (KO) | 0.2 | $4.9M | -2% | 75k | 66.32 |
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| Philip Morris International (PM) | 0.2 | $4.8M | 30k | 162.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $4.8M | +65% | 24k | 203.59 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.7M | +49% | 51k | 93.37 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $4.5M | 6.0k | 758.15 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $4.5M | 16k | 281.87 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.5M | +24% | 13k | 355.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.3M | 13k | 328.16 |
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| Goldman Sachs (GS) | 0.2 | $4.2M | -2% | 5.3k | 796.40 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $4.2M | 55k | 76.72 |
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| Lowe's Companies (LOW) | 0.2 | $4.2M | +2% | 17k | 251.31 |
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| Costco Wholesale Corporation (COST) | 0.2 | $4.2M | +4% | 4.5k | 925.70 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $4.1M | 32k | 128.35 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.1M | -6% | 22k | 186.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.0M | +21% | 73k | 54.18 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $3.9M | 35k | 111.84 |
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| Global Payments (GPN) | 0.2 | $3.9M | 47k | 83.08 |
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| Eli Lilly & Co. (LLY) | 0.2 | $3.8M | -4% | 5.0k | 763.05 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $3.8M | 52k | 72.77 |
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| Snap-on Incorporated (SNA) | 0.2 | $3.7M | 11k | 346.53 |
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| Tesla Motors (TSLA) | 0.2 | $3.6M | +5% | 8.2k | 444.72 |
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| Applied Materials (AMAT) | 0.2 | $3.6M | -4% | 18k | 204.74 |
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| Constellation Brands Cl A (STZ) | 0.2 | $3.6M | +5% | 27k | 134.67 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $3.6M | +11% | 38k | 96.55 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.6M | -3% | 54k | 65.92 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $3.5M | +29% | 59k | 60.03 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $3.5M | +10% | 41k | 84.11 |
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| Keysight Technologies (KEYS) | 0.2 | $3.1M | 18k | 174.92 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $3.1M | 36k | 87.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.1M | -2% | 48k | 65.26 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $3.1M | +2% | 40k | 78.91 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $3.1M | 126k | 24.56 |
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| Honeywell International (HON) | 0.2 | $3.0M | -2% | 14k | 210.50 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $3.0M | NEW | 55k | 54.76 |
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| Intel Corporation (INTC) | 0.1 | $3.0M | 89k | 33.55 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.0M | 8.1k | 365.48 |
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| Hp (HPQ) | 0.1 | $3.0M | 109k | 27.23 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.9M | -28% | 5.9k | 485.04 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.7M | +4% | 23k | 118.83 |
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| Amgen (AMGN) | 0.1 | $2.6M | -6% | 9.3k | 282.19 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.5M | -20% | 24k | 106.49 |
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| Church & Dwight (CHD) | 0.1 | $2.4M | -11% | 28k | 87.63 |
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| M&T Bank Corporation (MTB) | 0.1 | $2.4M | NEW | 12k | 197.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.4M | -13% | 87k | 27.30 |
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| Booking Holdings (BKNG) | 0.1 | $2.3M | 428.00 | 5399.27 |
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| Intuit (INTU) | 0.1 | $2.3M | +181% | 3.3k | 682.91 |
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| Altria (MO) | 0.1 | $2.3M | 35k | 66.06 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.3M | 13k | 170.84 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.3M | 11k | 206.51 |
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| Nextera Energy (NEE) | 0.1 | $2.3M | -7% | 30k | 75.49 |
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| Servicenow (NOW) | 0.1 | $2.2M | 2.4k | 920.28 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.2M | -4% | 3.0k | 746.72 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.2M | +12% | 12k | 182.42 |
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| Public Service Enterprise (PEG) | 0.1 | $2.1M | 25k | 83.46 |
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| Netflix (NFLX) | 0.1 | $2.1M | -11% | 1.8k | 1198.91 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.1M | -13% | 9.9k | 209.26 |
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| Martin Marietta Materials (MLM) | 0.1 | $2.0M | 3.2k | 630.28 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.0M | 40k | 50.07 |
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| Nike CL B (NKE) | 0.1 | $2.0M | -4% | 29k | 69.73 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.0M | +2% | 6.5k | 300.82 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $2.0M | 20k | 99.81 |
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| Pfizer (PFE) | 0.1 | $2.0M | 77k | 25.48 |
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| salesforce (CRM) | 0.1 | $1.9M | +11% | 8.1k | 237.00 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.9M | +47% | 9.5k | 201.54 |
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| Amentum Holdings (AMTM) | 0.1 | $1.9M | +9% | 80k | 23.95 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.9M | -18% | 20k | 96.46 |
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| Abbvie (ABBV) | 0.1 | $1.9M | +4% | 8.1k | 231.54 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.8M | 9.9k | 183.73 |
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| Corteva (CTVA) | 0.1 | $1.8M | 26k | 67.63 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.8M | -2% | 21k | 84.60 |
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| Walt Disney Company (DIS) | 0.1 | $1.7M | -16% | 15k | 114.50 |
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| Ecolab (ECL) | 0.1 | $1.7M | -4% | 6.2k | 273.86 |
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| 3M Company (MMM) | 0.1 | $1.7M | 11k | 155.18 |
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| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $1.7M | NEW | 22k | 77.53 |
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| American Express Company (AXP) | 0.1 | $1.7M | -6% | 5.0k | 332.18 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $1.6M | -5% | 20k | 79.40 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | -6% | 4.6k | 346.25 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.6M | 18k | 88.96 |
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| Emerson Electric (EMR) | 0.1 | $1.6M | +8% | 12k | 131.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.6M | -5% | 6.5k | 241.95 |
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| Boeing Company (BA) | 0.1 | $1.5M | +34% | 7.2k | 215.83 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | -28% | 59k | 26.34 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.5M | -4% | 30k | 51.08 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.5M | -7% | 13k | 119.51 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754200.00 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.5M | -30% | 10k | 146.32 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.5M | -19% | 22k | 68.08 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.5M | 8.3k | 176.81 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.4M | -15% | 6.1k | 236.36 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.4M | -26% | 9.7k | 148.61 |
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| Corning Incorporated (GLW) | 0.1 | $1.4M | +2% | 18k | 82.03 |
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| Ford Motor Company (F) | 0.1 | $1.4M | -8% | 120k | 11.96 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.4M | 13k | 106.78 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | -3% | 13k | 108.96 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.4M | -2% | 8.6k | 161.78 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.3M | -20% | 25k | 53.03 |
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| First Solar (FSLR) | 0.1 | $1.3M | 6.0k | 220.53 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $1.3M | -2% | 29k | 44.58 |
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| Stryker Corporation (SYK) | 0.1 | $1.3M | 3.4k | 369.70 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.3M | +7% | 31k | 40.18 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.2M | -16% | 9.4k | 128.24 |
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| AmerisourceBergen (COR) | 0.1 | $1.2M | -6% | 3.8k | 312.53 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.2M | +4% | 12k | 103.06 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | +7% | 8.8k | 133.90 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.2M | 38k | 31.27 |
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| Ross Stores (ROST) | 0.1 | $1.2M | -18% | 7.7k | 152.39 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | +8% | 2.3k | 499.26 |
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| EOG Resources (EOG) | 0.1 | $1.1M | +10% | 10k | 112.12 |
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| Chubb (CB) | 0.1 | $1.1M | 4.0k | 282.25 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.1M | +37% | 19k | 58.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | -6% | 3.8k | 293.74 |
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| Hershey Company (HSY) | 0.1 | $1.1M | +3% | 5.9k | 187.06 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | -2% | 3.7k | 293.46 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.1M | +14% | 9.2k | 118.37 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | +5% | 2.9k | 374.25 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $1.1M | 11k | 100.33 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.1M | +144% | 29k | 36.55 |
|
| WSFS Financial Corporation (WSFS) | 0.1 | $1.1M | NEW | 20k | 53.93 |
|
| Skyline Corporation (SKY) | 0.1 | $1.1M | NEW | 14k | 76.37 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $1.0M | -32% | 22k | 46.42 |
|
| Qualcomm (QCOM) | 0.1 | $1.0M | +17% | 6.1k | 166.37 |
|
| Ge Vernova (GEV) | 0.0 | $992k | 1.6k | 614.94 |
|
|
| Southern Company (SO) | 0.0 | $976k | 10k | 94.77 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $973k | +5% | 19k | 51.59 |
|
| Caterpillar (CAT) | 0.0 | $926k | +15% | 1.9k | 477.21 |
|
| Allstate Corporation (ALL) | 0.0 | $914k | 4.3k | 214.65 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $904k | -16% | 39k | 23.12 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $884k | 7.9k | 111.49 |
|
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $884k | 32k | 27.94 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $881k | -6% | 2.1k | 421.96 |
|
| Kellogg Company (K) | 0.0 | $873k | -6% | 11k | 82.02 |
|
| Citigroup Com New (C) | 0.0 | $860k | -5% | 8.5k | 101.51 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $858k | -13% | 1.9k | 447.29 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $858k | -12% | 15k | 57.10 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $844k | +73% | 14k | 62.22 |
|
| Valero Energy Corporation (VLO) | 0.0 | $826k | +14% | 4.8k | 170.25 |
|
| Norfolk Southern (NSC) | 0.0 | $817k | -5% | 2.7k | 300.39 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $808k | -13% | 24k | 34.37 |
|
| Air Products & Chemicals (APD) | 0.0 | $784k | -13% | 2.9k | 272.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $783k | +5% | 6.9k | 113.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $781k | 3.1k | 254.30 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $777k | 8.0k | 96.49 |
|
|
| Constellation Energy (CEG) | 0.0 | $757k | +168% | 2.3k | 329.02 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $754k | -7% | 3.1k | 239.67 |
|
| Msci (MSCI) | 0.0 | $751k | -13% | 1.3k | 567.41 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $721k | -44% | 2.0k | 352.66 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $718k | -8% | 15k | 48.33 |
|
| Palo Alto Networks (PANW) | 0.0 | $688k | +24% | 3.4k | 203.64 |
|
| W.W. Grainger (GWW) | 0.0 | $683k | -3% | 717.00 | 952.30 |
|
| Republic Services (RSG) | 0.0 | $671k | 2.9k | 229.51 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $667k | -11% | 39k | 17.01 |
|
| Aon Shs Cl A (AON) | 0.0 | $640k | -9% | 1.8k | 356.58 |
|
| Selectquote Ord (SLQT) | 0.0 | $632k | 323k | 1.96 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $624k | +26% | 1.0k | 596.03 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $621k | 8.4k | 73.46 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $613k | NEW | 6.3k | 97.63 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $606k | -92% | 24k | 25.51 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $603k | 8.9k | 67.83 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $599k | 8.4k | 71.53 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $595k | 2.1k | 287.08 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $588k | +5% | 1.2k | 498.78 |
|
| Dow (DOW) | 0.0 | $581k | +2% | 25k | 22.93 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $579k | 4.8k | 121.36 |
|
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.0 | $578k | +5% | 18k | 32.31 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $575k | -21% | 1.1k | 546.75 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $574k | -38% | 7.5k | 76.62 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $572k | 7.8k | 73.29 |
|
|
| State Street Corporation (STT) | 0.0 | $572k | -15% | 4.9k | 116.01 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $568k | +36% | 11k | 50.63 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $562k | +34% | 3.9k | 142.43 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $560k | +12% | 3.5k | 159.89 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $557k | 7.7k | 72.44 |
|
|
| American Water Works (AWK) | 0.0 | $538k | 3.9k | 139.20 |
|
|
| Quanta Services (PWR) | 0.0 | $535k | -3% | 1.3k | 414.42 |
|
| AutoZone (AZO) | 0.0 | $532k | -19% | 124.00 | 4290.24 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $522k | +30% | 3.7k | 139.66 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $522k | 5.5k | 95.47 |
|
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $519k | -5% | 4.6k | 112.34 |
|
| Steris Shs Usd (STE) | 0.0 | $519k | -8% | 2.1k | 247.44 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $519k | -23% | 3.7k | 139.19 |
|
| Morgan Stanley Com New (MS) | 0.0 | $513k | +44% | 3.2k | 158.95 |
|
| Synopsys (SNPS) | 0.0 | $512k | NEW | 1.0k | 493.39 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $506k | 11k | 44.69 |
|
|
| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $498k | +9% | 2.1k | 234.91 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $497k | 20k | 24.79 |
|
|
| Omni (OMC) | 0.0 | $494k | +20% | 6.1k | 81.54 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $493k | +7% | 4.0k | 123.76 |
|
| Deere & Company (DE) | 0.0 | $491k | 1.1k | 457.12 |
|
|
| PNC Financial Services (PNC) | 0.0 | $481k | -3% | 2.4k | 200.93 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $478k | 7.2k | 66.91 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $478k | 4.1k | 118.05 |
|
|
| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.0 | $474k | 17k | 28.54 |
|
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $471k | 4.7k | 99.25 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $470k | 2.3k | 208.67 |
|
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $467k | -39% | 6.5k | 71.72 |
|
| CoStar (CSGP) | 0.0 | $462k | -7% | 5.5k | 84.37 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $458k | -14% | 5.5k | 82.96 |
|
| S&p Global (SPGI) | 0.0 | $457k | -42% | 939.00 | 486.72 |
|
| Illinois Tool Works (ITW) | 0.0 | $450k | 1.7k | 260.81 |
|
|
| Paycom Software (PAYC) | 0.0 | $447k | -5% | 2.1k | 208.14 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $446k | +20% | 21k | 21.71 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $443k | +6% | 5.1k | 87.21 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $440k | -19% | 4.9k | 89.37 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $439k | -41% | 3.6k | 121.42 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $438k | 6.4k | 68.46 |
|
|
| Microchip Technology (MCHP) | 0.0 | $428k | -29% | 6.7k | 64.22 |
|
| F5 Networks (FFIV) | 0.0 | $421k | 1.3k | 323.19 |
|
|
| Linde SHS (LIN) | 0.0 | $421k | 886.00 | 475.25 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $412k | -18% | 6.0k | 68.58 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $409k | 5.6k | 73.48 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $406k | +33% | 1.9k | 213.75 |
|
| CBOE Holdings (CBOE) | 0.0 | $402k | 1.6k | 245.25 |
|
|
| Uber Technologies (UBER) | 0.0 | $399k | NEW | 4.1k | 97.97 |
|
| Garmin SHS (GRMN) | 0.0 | $397k | 1.6k | 246.22 |
|
|
| Target Corporation (TGT) | 0.0 | $395k | -6% | 4.4k | 89.71 |
|
| Entergy Corporation (ETR) | 0.0 | $393k | -6% | 4.2k | 93.19 |
|
| Equifax (EFX) | 0.0 | $391k | 1.5k | 256.53 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $391k | +2% | 1.2k | 326.26 |
|
| Metropcs Communications (TMUS) | 0.0 | $388k | 1.6k | 239.39 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $386k | 7.2k | 53.35 |
|
|
| Gilead Sciences (GILD) | 0.0 | $384k | +20% | 3.5k | 111.00 |
|
| Prudential Financial (PRU) | 0.0 | $380k | -46% | 3.7k | 103.73 |
|
| Wells Fargo & Company (WFC) | 0.0 | $379k | -8% | 4.5k | 83.82 |
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $377k | 13k | 28.56 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $376k | 1.2k | 307.86 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $376k | +6% | 1.8k | 213.69 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $372k | -9% | 13k | 29.11 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $372k | -70% | 6.9k | 53.87 |
|
| Maximus (MMS) | 0.0 | $369k | +10% | 4.0k | 91.38 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $361k | +7% | 4.9k | 73.32 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $358k | +31% | 7.1k | 50.78 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $356k | -19% | 12k | 28.91 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $355k | 3.5k | 101.93 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $352k | 5.9k | 59.28 |
|
|
| Workday Cl A (WDAY) | 0.0 | $351k | -50% | 1.5k | 240.73 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $350k | -6% | 2.3k | 154.25 |
|
| Ameriprise Financial (AMP) | 0.0 | $350k | +13% | 712.00 | 491.21 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $347k | 4.3k | 79.93 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $346k | +6% | 7.2k | 48.17 |
|
| DTE Energy Company (DTE) | 0.0 | $342k | 2.4k | 141.42 |
|
|
| American Electric Power Company (AEP) | 0.0 | $341k | +21% | 3.0k | 112.50 |
|
| Service Corporation International (SCI) | 0.0 | $333k | -41% | 4.0k | 83.22 |
|
| Tapestry (TPR) | 0.0 | $331k | +2% | 2.9k | 113.22 |
|
| Clorox Company (CLX) | 0.0 | $328k | -5% | 2.7k | 123.29 |
|
| Nordson Corporation (NDSN) | 0.0 | $328k | +10% | 1.4k | 226.88 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $325k | NEW | 2.9k | 111.63 |
|
| Loews Corporation (L) | 0.0 | $323k | 3.2k | 100.39 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $323k | -9% | 10k | 31.58 |
|
| Standex Int'l (SXI) | 0.0 | $322k | +14% | 1.5k | 211.94 |
|
| Canadian Solar (CSIQ) | 0.0 | $321k | 25k | 13.04 |
|
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $320k | 14k | 22.90 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $313k | +2% | 4.1k | 76.97 |
|
| Capital One Financial (COF) | 0.0 | $310k | -13% | 1.5k | 212.58 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $310k | 2.5k | 124.32 |
|
|
| Incyte Corporation (INCY) | 0.0 | $305k | -16% | 3.6k | 84.81 |
|
| Quaker Chemical Corporation (KWR) | 0.0 | $302k | +18% | 2.3k | 131.75 |
|
| Waste Management (WM) | 0.0 | $302k | 1.4k | 220.81 |
|
|
| Kinder Morgan (KMI) | 0.0 | $299k | -18% | 11k | 28.31 |
|
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.0 | $295k | 14k | 21.00 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $286k | 6.2k | 46.12 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $286k | -9% | 9.5k | 30.23 |
|
| General Motors Company (GM) | 0.0 | $286k | NEW | 4.7k | 60.97 |
|
| Carlisle Companies (CSL) | 0.0 | $285k | -15% | 867.00 | 328.96 |
|
| Charles River Laboratories (CRL) | 0.0 | $283k | 1.8k | 156.46 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $282k | 609.00 | 463.78 |
|
|
| Paychex (PAYX) | 0.0 | $282k | +10% | 2.2k | 126.76 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $280k | 1.1k | 256.52 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $278k | NEW | 816.00 | 341.05 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $278k | 3.2k | 86.80 |
|
|
| MetLife (MET) | 0.0 | $277k | +26% | 3.4k | 82.36 |
|
| Darden Restaurants (DRI) | 0.0 | $272k | 1.4k | 190.36 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $267k | NEW | 958.00 | 279.15 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $266k | NEW | 3.5k | 75.40 |
|
| Exelon Corporation (EXC) | 0.0 | $265k | NEW | 5.9k | 45.01 |
|
| Pacer Fds Tr Data And Infrast (SRVR) | 0.0 | $264k | NEW | 8.3k | 31.68 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $263k | NEW | 2.9k | 91.75 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $263k | 10k | 25.71 |
|
|
| Global X Fds Global X Silver (SIL) | 0.0 | $262k | NEW | 3.7k | 71.63 |
|
| eBay (EBAY) | 0.0 | $261k | NEW | 2.9k | 90.95 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $261k | 876.00 | 297.49 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $260k | +2% | 1.8k | 142.10 |
|
| J P Morgan Exchange Traded F Intl Hdgd Eqt La | 0.0 | $260k | NEW | 5.0k | 51.57 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $259k | 3.7k | 69.08 |
|
|
| Williams Companies (WMB) | 0.0 | $259k | -10% | 4.1k | 63.35 |
|
| Dollar Tree (DLTR) | 0.0 | $258k | NEW | 2.7k | 94.37 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $258k | 8.1k | 31.91 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $256k | NEW | 1.3k | 195.45 |
|
| Brunswick Corporation (BC) | 0.0 | $256k | 4.0k | 63.24 |
|
|
| Brady Corp Cl A (BRC) | 0.0 | $255k | NEW | 3.3k | 78.03 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $252k | 635.00 | 396.22 |
|
|
| Ptc (PTC) | 0.0 | $251k | 1.2k | 203.02 |
|
|
| Consolidated Edison (ED) | 0.0 | $250k | +2% | 2.5k | 100.53 |
|
| Teleflex Incorporated (TFX) | 0.0 | $250k | 2.0k | 122.36 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $248k | -16% | 3.2k | 78.38 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $246k | 4.0k | 61.92 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $246k | 8.0k | 30.70 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $246k | 2.9k | 83.86 |
|
|
| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.0 | $246k | 3.7k | 66.92 |
|
|
| Raymond James Financial (RJF) | 0.0 | $245k | +3% | 1.4k | 172.60 |
|
| Cigna Corp (CI) | 0.0 | $243k | -12% | 842.00 | 288.25 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $242k | NEW | 6.6k | 36.69 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $242k | +6% | 2.5k | 95.16 |
|
| Leidos Holdings (LDOS) | 0.0 | $241k | NEW | 1.3k | 188.96 |
|
| Camden National Corporation (CAC) | 0.0 | $239k | 6.2k | 38.59 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $237k | +9% | 1.7k | 140.06 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $236k | -37% | 1.2k | 190.58 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $236k | NEW | 4.7k | 49.95 |
|
| Key (KEY) | 0.0 | $235k | -5% | 13k | 18.69 |
|
| Paypal Holdings (PYPL) | 0.0 | $234k | 3.5k | 67.06 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $234k | +10% | 5.2k | 45.10 |
|
| Suncor Energy (SU) | 0.0 | $232k | 5.5k | 41.81 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $232k | 2.5k | 91.43 |
|
|
| Halliburton Company (HAL) | 0.0 | $231k | NEW | 9.4k | 24.60 |
|
| Anthem (ELV) | 0.0 | $229k | 710.00 | 323.12 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $228k | -38% | 2.5k | 90.73 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $228k | NEW | 1.8k | 123.75 |
|
| Connectone Banc (CNOB) | 0.0 | $227k | 9.1k | 24.81 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $226k | NEW | 721.00 | 313.56 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $226k | NEW | 1.6k | 136.85 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.0 | $225k | 8.1k | 27.64 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $225k | -20% | 675.00 | 332.69 |
|
| Icon SHS (ICLR) | 0.0 | $224k | -37% | 1.3k | 175.00 |
|
| Ufp Industries (UFPI) | 0.0 | $220k | +15% | 2.4k | 93.49 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $219k | 6.5k | 33.42 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $218k | NEW | 1.8k | 121.06 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $217k | 13k | 16.60 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $216k | NEW | 3.4k | 62.71 |
|
| Toro Company (TTC) | 0.0 | $215k | NEW | 2.8k | 76.20 |
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $215k | NEW | 692.00 | 310.07 |
|
| ABM Industries (ABM) | 0.0 | $213k | NEW | 4.6k | 46.12 |
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.0 | $213k | NEW | 5.9k | 35.81 |
|
| Badger Meter (BMI) | 0.0 | $210k | +16% | 1.2k | 178.64 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $210k | NEW | 4.4k | 47.67 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $209k | +3% | 6.7k | 31.42 |
|
| United Parcel Service CL B (UPS) | 0.0 | $207k | -32% | 2.5k | 83.52 |
|
| First Bank (FRBA) | 0.0 | $205k | -20% | 13k | 16.29 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $204k | -3% | 2.9k | 70.84 |
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.0 | $202k | -69% | 1.9k | 105.36 |
|
| Chemours (CC) | 0.0 | $165k | 10k | 15.84 |
|
|
| Valley National Ban (VLY) | 0.0 | $158k | 15k | 10.60 |
|
|
| Global Net Lease Com New (GNL) | 0.0 | $149k | 18k | 8.13 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $139k | -24% | 10k | 13.43 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $98k | 19k | 5.08 |
|
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $63k | NEW | 12k | 5.25 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $62k | 12k | 4.99 |
|
|
| Amplitech Group Com New (AMPG) | 0.0 | $58k | +37% | 15k | 3.89 |
|
| Cognition Therapeutics (CGTX) | 0.0 | $53k | +69% | 40k | 1.35 |
|
| T1 Energy Com New (TE) | 0.0 | $22k | 10k | 2.18 |
|
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 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
- Wsfs Capital Management 2022 Q1 filed May 13, 2022