Wsfs Capital Management
Latest statistics and disclosures from Bryn Mawr Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BND, AAPL, MSFT, IWY, and represent 21.01% of Bryn Mawr Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: EFA (+$8.4M), IWF (+$8.2M), SPY (+$7.6M), AGG (+$7.4M), IWD (+$7.1M), NSC (+$6.3M), KO (+$5.7M), INTU (+$5.6M), AZN (+$5.5M), BND.
- Started 26 new stock positions in MFC, MPC, MMSI, AGX, AZN, WAT, RIO, KR, RIG, MAR.
- Reduced shares in these 10 stocks: GOOGL (-$8.7M), AstraZeneca (-$5.1M), RTX, QUAL, VYM, ZBH, ADI, CSCO, IVV, TJX.
- Sold out of its positions in ADBE, ELV, AstraZeneca, BSX, CPB, CC, CTSH, EBAY, BUFR, BUFD.
- Bryn Mawr Trust Advisors was a net buyer of stock by $20M.
- Bryn Mawr Trust Advisors has $2.1B in assets under management (AUM), dropping by -0.88%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.3 | $110M | -2% | 169k | 653.21 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.8 | $99M | +3% | 1.3M | 73.64 |
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| Apple (AAPL) | 4.5 | $94M | 369k | 253.79 |
|
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| Microsoft Corporation (MSFT) | 3.2 | $66M | 178k | 370.17 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.1 | $64M | 259k | 248.84 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $58M | 907k | 64.08 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $45M | -16% | 156k | 287.56 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $39M | -3% | 132k | 294.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $31M | 65k | 479.20 |
|
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| Cisco Systems (CSCO) | 1.4 | $29M | -7% | 376k | 77.59 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $27M | -10% | 143k | 191.81 |
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| Merck & Co (MRK) | 1.3 | $27M | -3% | 222k | 120.29 |
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| Johnson & Johnson (JNJ) | 1.2 | $26M | -5% | 105k | 244.44 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.2 | $24M | -7% | 95k | 257.35 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $24M | -3% | 481k | 50.61 |
|
| Amazon (AMZN) | 1.2 | $24M | -4% | 115k | 208.27 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $24M | +45% | 240k | 99.27 |
|
| Raytheon Technologies Corp (RTX) | 1.1 | $23M | -15% | 120k | 192.90 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $23M | +49% | 35k | 650.34 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 1.1 | $23M | -5% | 243k | 92.67 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $22M | +58% | 53k | 426.40 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $20M | +3% | 109k | 184.28 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $20M | -4% | 117k | 169.66 |
|
| Kla Corp Com New (KLAC) | 0.9 | $19M | -6% | 13k | 1472.45 |
|
| Johnson Controls Internation SHS (JCI) | 0.9 | $18M | 140k | 130.95 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $18M | -13% | 122k | 148.10 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.9 | $18M | +15% | 231k | 78.41 |
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| Procter & Gamble Company (PG) | 0.9 | $18M | -2% | 124k | 144.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $17M | -2% | 61k | 286.86 |
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| Chevron Corporation (CVX) | 0.8 | $17M | 81k | 206.90 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $16M | +83% | 73k | 213.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $16M | +118% | 160k | 97.13 |
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| ConocoPhillips (COP) | 0.7 | $15M | -6% | 116k | 132.00 |
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| Royalty Pharma Shs Class A (RPRX) | 0.7 | $15M | 306k | 47.97 |
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| Danaher Corporation (DHR) | 0.7 | $14M | 76k | 189.60 |
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| McDonald's Corporation (MCD) | 0.7 | $14M | 46k | 310.79 |
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| Cme (CME) | 0.7 | $14M | -2% | 48k | 295.35 |
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| Oracle Corporation (ORCL) | 0.7 | $14M | -2% | 97k | 147.11 |
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| Home Depot (HD) | 0.7 | $14M | -4% | 43k | 328.89 |
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| Meta Platforms Cl A (META) | 0.7 | $14M | +2% | 24k | 572.13 |
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| International Business Machines (IBM) | 0.7 | $14M | 56k | 242.39 |
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| NVIDIA Corporation (NVDA) | 0.6 | $13M | -5% | 75k | 174.40 |
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| TJX Companies (TJX) | 0.6 | $13M | -13% | 81k | 159.70 |
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| Phillips 66 (PSX) | 0.6 | $13M | -4% | 71k | 182.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $13M | 22k | 597.54 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.6 | $13M | -13% | 204k | 62.56 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $13M | 59k | 215.06 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $12M | +30% | 214k | 56.79 |
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| Medtronic SHS (MDT) | 0.6 | $12M | 138k | 86.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $12M | -3% | 20k | 577.18 |
|
| Coca-Cola Company (KO) | 0.6 | $12M | +100% | 151k | 76.05 |
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| Truist Financial Corp equities (TFC) | 0.5 | $11M | 240k | 45.97 |
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| Blackrock (BLK) | 0.5 | $11M | -3% | 11k | 961.74 |
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| FirstEnergy (FE) | 0.5 | $11M | 210k | 50.66 |
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| Evergy (EVRG) | 0.5 | $11M | 130k | 81.92 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $11M | -6% | 173k | 61.26 |
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| Abbott Laboratories (ABT) | 0.5 | $11M | 102k | 102.67 |
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| Dollar General (DG) | 0.5 | $10M | -2% | 87k | 118.73 |
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| At&t (T) | 0.5 | $10M | +9% | 357k | 28.99 |
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| Nutrien (NTR) | 0.5 | $10M | 132k | 75.46 |
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| Broadcom (AVGO) | 0.5 | $9.9M | -9% | 32k | 309.51 |
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| Analog Devices (ADI) | 0.5 | $9.8M | -21% | 31k | 318.14 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $9.6M | +11% | 121k | 79.27 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $9.4M | +5% | 49k | 191.92 |
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| Ss&c Technologies Holding (SSNC) | 0.5 | $9.3M | 138k | 67.57 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $9.0M | 156k | 57.64 |
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| Verizon Communications (VZ) | 0.4 | $8.7M | 174k | 50.20 |
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| Amrize SHS (AMRZ) | 0.4 | $8.6M | 154k | 56.02 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $8.4M | 84k | 100.62 |
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| Jacobs Engineering Group (J) | 0.4 | $8.4M | 66k | 127.28 |
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| Visa Com Cl A (V) | 0.4 | $8.3M | +20% | 27k | 302.24 |
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| Pepsi (PEP) | 0.4 | $8.2M | 53k | 155.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $7.7M | +8% | 18k | 430.29 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $7.3M | +42% | 55k | 132.50 |
|
| Becton, Dickinson and (BDX) | 0.3 | $7.2M | +16% | 46k | 157.23 |
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| UnitedHealth (UNH) | 0.3 | $7.0M | -7% | 26k | 270.59 |
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| Kimco Realty Corporation (KIM) | 0.3 | $7.0M | +6% | 310k | 22.47 |
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| Norfolk Southern (NSC) | 0.3 | $6.9M | +983% | 24k | 287.00 |
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| Intuit (INTU) | 0.3 | $6.7M | +491% | 16k | 432.38 |
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| Dominion Resources (D) | 0.3 | $6.7M | 108k | 61.82 |
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| SYSCO Corporation (SYY) | 0.3 | $6.5M | 91k | 71.33 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $6.4M | -5% | 60k | 106.68 |
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| Vanguard World Utilities Etf (VPU) | 0.3 | $6.3M | -2% | 32k | 198.14 |
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| Applied Materials (AMAT) | 0.3 | $6.3M | 19k | 341.79 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $5.8M | +2% | 51k | 113.11 |
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| IDEXX Laboratories (IDXX) | 0.3 | $5.8M | 10k | 561.89 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $5.7M | +38% | 58k | 97.23 |
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| Fastenal Company (FAST) | 0.3 | $5.6M | +2% | 121k | 46.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $5.5M | +56% | 45k | 124.31 |
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| Astrazeneca Ord (AZN) | 0.3 | $5.5M | NEW | 28k | 197.20 |
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| American Water Works (AWK) | 0.3 | $5.4M | +2% | 40k | 136.09 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $5.4M | +21% | 90k | 59.55 |
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| Keysight Technologies (KEYS) | 0.3 | $5.4M | 19k | 282.37 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $5.3M | 5.9k | 895.25 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $5.2M | 10k | 499.67 |
|
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $5.2M | -2% | 85k | 61.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $5.1M | -2% | 16k | 320.81 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.0M | -18% | 25k | 198.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.0M | 11k | 436.79 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.9M | +6% | 91k | 54.05 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $4.9M | 94k | 52.46 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $4.9M | +10% | 64k | 77.08 |
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| Broadridge Financial Solutions (BR) | 0.2 | $4.7M | +22% | 29k | 162.48 |
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| Goldman Sachs (GS) | 0.2 | $4.7M | +3% | 5.6k | 845.96 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $4.5M | +17% | 54k | 82.75 |
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| Murphy Usa (MUSA) | 0.2 | $4.5M | +7% | 9.0k | 494.00 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $4.3M | +7% | 62k | 69.75 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $4.3M | 49k | 88.16 |
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| Nike CL B (NKE) | 0.2 | $4.2M | +263% | 80k | 52.82 |
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| Costco Wholesale Corporation (COST) | 0.2 | $4.1M | -5% | 4.2k | 996.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.9M | 20k | 196.20 |
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| Snap-on Incorporated (SNA) | 0.2 | $3.9M | +2% | 11k | 363.23 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $3.8M | -13% | 29k | 132.90 |
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| Philip Morris International (PM) | 0.2 | $3.8M | -17% | 23k | 165.34 |
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| Lowe's Companies (LOW) | 0.2 | $3.8M | 16k | 236.27 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $3.7M | 32k | 113.98 |
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| Intel Corporation (INTC) | 0.2 | $3.6M | -5% | 82k | 44.13 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $3.4M | 37k | 90.53 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $3.2M | +2% | 41k | 78.41 |
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| Eli Lilly & Co. (LLY) | 0.2 | $3.2M | -23% | 3.4k | 919.83 |
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| Kraft Heinz (KHC) | 0.2 | $3.2M | +5% | 140k | 22.49 |
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| Amgen (AMGN) | 0.2 | $3.1M | 8.9k | 351.85 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.1M | -4% | 46k | 67.53 |
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| Amentum Holdings (AMTM) | 0.1 | $3.0M | +14% | 117k | 26.08 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $3.0M | -31% | 23k | 131.01 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.0M | +11% | 28k | 106.15 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.9M | 8.1k | 356.56 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $2.9M | -25% | 25k | 115.38 |
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| Tesla Motors (TSLA) | 0.1 | $2.8M | -6% | 7.6k | 371.74 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $2.8M | -2% | 117k | 23.81 |
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| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $2.7M | -11% | 38k | 72.96 |
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| Honeywell International (HON) | 0.1 | $2.7M | -9% | 12k | 226.03 |
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| Dupont De Nemours (DD) | 0.1 | $2.6M | -16% | 57k | 45.80 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.5M | -8% | 83k | 30.68 |
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| Nextera Energy (NEE) | 0.1 | $2.5M | -2% | 27k | 92.88 |
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| Quanta Services (PWR) | 0.1 | $2.5M | +242% | 4.5k | 549.02 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.5M | 5.0k | 491.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.4M | 11k | 211.15 |
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| M&T Bank Corporation (MTB) | 0.1 | $2.4M | -3% | 12k | 206.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.4M | +37% | 9.7k | 248.01 |
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| Altria (MO) | 0.1 | $2.1M | -9% | 31k | 65.99 |
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| Hp (HPQ) | 0.1 | $2.1M | 108k | 19.21 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.1M | +11% | 9.6k | 213.67 |
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| Public Service Enterprise (PEG) | 0.1 | $2.0M | 25k | 80.95 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.0M | +2% | 11k | 194.13 |
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| Corning Incorporated (GLW) | 0.1 | $2.0M | 15k | 135.97 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.0M | +141% | 14k | 145.74 |
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| Genuine Parts Company (GPC) | 0.1 | $2.0M | -8% | 19k | 105.75 |
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| Church & Dwight (CHD) | 0.1 | $1.9M | -15% | 21k | 93.32 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.9M | -5% | 8.8k | 218.74 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.9M | -11% | 2.7k | 697.78 |
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| Martin Marietta Materials (MLM) | 0.1 | $1.9M | 3.2k | 588.68 |
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| Corteva (CTVA) | 0.1 | $1.9M | -14% | 23k | 83.71 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.9M | +6% | 9.4k | 203.42 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.9M | +190% | 15k | 128.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.9M | 6.6k | 283.76 |
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| Abbvie (ABBV) | 0.1 | $1.9M | -6% | 8.6k | 217.49 |
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| Waters Corporation (WAT) | 0.1 | $1.8M | NEW | 5.9k | 297.82 |
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| Booking Holdings (BKNG) | 0.1 | $1.7M | -2% | 414.00 | 4210.32 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.7M | +20% | 29k | 58.54 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | -14% | 11k | 146.28 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.6M | +31% | 6.4k | 247.09 |
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| American Express Company (AXP) | 0.1 | $1.6M | 5.3k | 302.50 |
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| 3M Company (MMM) | 0.1 | $1.6M | 11k | 145.23 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $1.6M | 20k | 79.09 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | 14k | 114.99 |
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| Ross Stores (ROST) | 0.1 | $1.5M | 7.1k | 216.63 |
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| Ge Vernova (GEV) | 0.1 | $1.5M | +8% | 1.8k | 873.12 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.5M | 8.8k | 173.45 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 6.3k | 242.62 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.5M | 17k | 87.84 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.5M | +9% | 36k | 42.56 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.5M | +2% | 13k | 118.63 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.5M | 30k | 50.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | 58k | 25.64 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.5M | -3% | 16k | 89.59 |
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| Ecolab (ECL) | 0.1 | $1.5M | -13% | 5.5k | 266.02 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.4M | 38k | 37.84 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $1.4M | +125% | 26k | 55.35 |
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| Pfizer (PFE) | 0.1 | $1.4M | -36% | 51k | 28.08 |
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| salesforce (CRM) | 0.1 | $1.4M | -2% | 7.6k | 186.67 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.4M | -2% | 7.5k | 189.59 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.4M | -17% | 20k | 70.18 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.4M | +33% | 3.9k | 357.67 |
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| Emerson Electric (EMR) | 0.1 | $1.4M | -11% | 11k | 131.02 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | -10% | 11k | 124.28 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.4M | -5% | 12k | 118.60 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.4M | -5% | 4.2k | 320.54 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | +43% | 14k | 96.38 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | -34% | 26k | 49.89 |
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| Spdr Index Shs Fds State Street Spd (GWX) | 0.1 | $1.3M | 30k | 42.23 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | +27% | 26k | 48.75 |
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| Ford Motor Company (F) | 0.1 | $1.2M | -6% | 107k | 11.54 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -10% | 2.0k | 604.38 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $1.2M | -2% | 27k | 45.26 |
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| Citigroup Com New (C) | 0.1 | $1.2M | +23% | 11k | 113.41 |
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| Allstate Corporation (ALL) | 0.1 | $1.2M | +37% | 5.9k | 207.34 |
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| Hershey Company (HSY) | 0.1 | $1.2M | 5.8k | 207.89 |
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| EOG Resources (EOG) | 0.1 | $1.2M | 8.3k | 144.56 |
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| First Solar (FSLR) | 0.1 | $1.2M | 6.0k | 197.26 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $1.2M | +38% | 32k | 36.84 |
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| Caterpillar (CAT) | 0.1 | $1.2M | -20% | 1.6k | 708.32 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.2M | 20k | 59.03 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | -6% | 3.5k | 328.60 |
|
| Skyline Corporation (SKY) | 0.1 | $1.1M | 15k | 74.37 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.1M | -16% | 11k | 106.50 |
|
| Netflix (NFLX) | 0.1 | $1.1M | -29% | 12k | 96.15 |
|
| AmerisourceBergen (COR) | 0.1 | $1.1M | -4% | 3.5k | 314.17 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $1.1M | 11k | 99.94 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | +3% | 3.7k | 287.20 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.0M | -22% | 11k | 95.44 |
|
| Dow (DOW) | 0.0 | $1.0M | -4% | 25k | 41.65 |
|
| Southern Company (SO) | 0.0 | $1.0M | 11k | 96.52 |
|
|
| Chubb (CB) | 0.0 | $1.0M | -24% | 3.1k | 325.93 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $1.0M | 32k | 31.66 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $948k | +25% | 19k | 49.95 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $917k | -36% | 6.0k | 152.75 |
|
| Zimmer Holdings (ZBH) | 0.0 | $916k | -74% | 10k | 90.42 |
|
| Servicenow (NOW) | 0.0 | $899k | -40% | 8.6k | 104.55 |
|
| Shell Spon Ads (SHEL) | 0.0 | $875k | 9.4k | 93.00 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $867k | -22% | 18k | 49.40 |
|
| Constellation Energy (CEG) | 0.0 | $857k | +32% | 3.1k | 279.25 |
|
| PNC Financial Services (PNC) | 0.0 | $854k | +56% | 4.1k | 208.11 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $849k | +3% | 7.6k | 111.38 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $827k | +59% | 8.8k | 93.93 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $808k | -25% | 1.8k | 461.06 |
|
| Hca Holdings (HCA) | 0.0 | $756k | NEW | 1.6k | 473.24 |
|
| Automatic Data Processing (ADP) | 0.0 | $751k | 3.7k | 203.18 |
|
|
| W.W. Grainger (GWW) | 0.0 | $748k | 686.00 | 1090.01 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $737k | 2.8k | 261.95 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $734k | -5% | 2.5k | 290.51 |
|
| SLB Com Stk (SLB) | 0.0 | $730k | 14k | 51.39 |
|
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.0 | $722k | +21% | 20k | 36.57 |
|
| Qualcomm (QCOM) | 0.0 | $707k | +10% | 5.5k | 128.79 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $703k | +6% | 9.5k | 74.35 |
|
| McKesson Corporation (MCK) | 0.0 | $700k | +6% | 809.00 | 865.38 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $689k | -21% | 13k | 52.56 |
|
| Trane Technologies SHS (TT) | 0.0 | $686k | -22% | 1.6k | 416.80 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $682k | -11% | 7.0k | 96.98 |
|
| Crown Castle Intl (CCI) | 0.0 | $680k | +3% | 8.4k | 81.31 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $673k | 39k | 17.15 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $656k | NEW | 8.6k | 76.16 |
|
| Boeing Company (BA) | 0.0 | $654k | -54% | 3.3k | 199.06 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $652k | -15% | 5.5k | 118.61 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $652k | 6.0k | 108.98 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $649k | +49% | 8.2k | 79.61 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $644k | -9% | 18k | 36.81 |
|
| Morgan Stanley Com New (MS) | 0.0 | $639k | +18% | 3.9k | 164.57 |
|
| Republic Services (RSG) | 0.0 | $638k | 2.9k | 218.99 |
|
|
| S&p Global (SPGI) | 0.0 | $630k | +2% | 1.5k | 425.35 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $627k | -16% | 27k | 22.91 |
|
| Gilead Sciences (GILD) | 0.0 | $625k | +35% | 4.5k | 139.37 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $621k | 8.0k | 77.11 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $617k | -8% | 12k | 52.01 |
|
| Western Digital (WDC) | 0.0 | $612k | NEW | 2.3k | 270.49 |
|
| State Street Corporation (STT) | 0.0 | $609k | 4.8k | 126.57 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $608k | -27% | 3.5k | 172.06 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $606k | +34% | 2.3k | 266.86 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $606k | +15% | 11k | 56.68 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $602k | -7% | 975.00 | 616.90 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $594k | 6.3k | 93.97 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $587k | 7.8k | 75.19 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $567k | -50% | 8.7k | 65.46 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $549k | 11k | 48.46 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $546k | -6% | 12k | 45.89 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $545k | 7.7k | 70.91 |
|
|
| Deere & Company (DE) | 0.0 | $535k | -10% | 950.00 | 563.55 |
|
| AFLAC Incorporated (AFL) | 0.0 | $528k | NEW | 4.8k | 109.70 |
|
| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.0 | $526k | 17k | 31.67 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $521k | 957.00 | 543.87 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $509k | 21k | 24.43 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $507k | +10% | 1.3k | 383.31 |
|
| Key (KEY) | 0.0 | $499k | +62% | 25k | 20.05 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $498k | 5.4k | 92.76 |
|
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $497k | +18% | 24k | 20.36 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $497k | -51% | 4.5k | 110.87 |
|
| Linde SHS (LIN) | 0.0 | $493k | +8% | 995.00 | 495.58 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $491k | 2.3k | 217.30 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $489k | 4.1k | 120.74 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $482k | -11% | 921.00 | 522.97 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $480k | -15% | 3.3k | 146.62 |
|
| Sandisk Corp (SNDK) | 0.0 | $469k | NEW | 738.00 | 635.34 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $465k | NEW | 2.4k | 195.98 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.0 | $464k | -17% | 15k | 31.43 |
|
| Global Payments (GPN) | 0.0 | $463k | -76% | 6.9k | 67.30 |
|
| Palo Alto Networks (PANW) | 0.0 | $462k | -22% | 2.9k | 160.32 |
|
| Zoetis Cl A (ZTS) | 0.0 | $460k | -36% | 3.9k | 118.20 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $455k | 6.4k | 71.13 |
|
|
| Omni (OMC) | 0.0 | $454k | -4% | 6.0k | 75.31 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $449k | -16% | 1.8k | 253.95 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $441k | -5% | 5.3k | 82.57 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $435k | 2.9k | 151.41 |
|
|
| Tapestry (TPR) | 0.0 | $429k | +4% | 3.0k | 141.11 |
|
| General Motors Company (GM) | 0.0 | $425k | -15% | 5.7k | 74.50 |
|
| Vanguard Mun Bd Fds Short Tax Exempt (VSDM) | 0.0 | $425k | +70% | 5.6k | 76.29 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.0 | $424k | +71% | 5.6k | 75.15 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $421k | 3.2k | 130.93 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $419k | -15% | 1.5k | 281.03 |
|
| Expedia Group Com New (EXPE) | 0.0 | $414k | -17% | 1.8k | 230.89 |
|
| Exelon Corporation (EXC) | 0.0 | $404k | +37% | 8.2k | 49.02 |
|
| Darden Restaurants (DRI) | 0.0 | $400k | 2.0k | 196.05 |
|
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $398k | -17% | 3.9k | 103.14 |
|
| Target Corporation (TGT) | 0.0 | $398k | -16% | 3.3k | 121.19 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $390k | +93% | 4.1k | 94.96 |
|
| Illinois Tool Works (ITW) | 0.0 | $389k | -5% | 1.5k | 260.36 |
|
| F5 Networks (FFIV) | 0.0 | $386k | 1.3k | 289.33 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $385k | 1.4k | 266.07 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $385k | +63% | 13k | 29.13 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $384k | -12% | 5.8k | 66.28 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $384k | 7.2k | 53.12 |
|
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $383k | -2% | 6.4k | 59.96 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $378k | +7% | 7.6k | 49.37 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $377k | 12k | 30.50 |
|
|
| Garmin SHS (GRMN) | 0.0 | $372k | 1.6k | 232.01 |
|
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $372k | +5% | 3.7k | 101.14 |
|
| American Electric Power Company (AEP) | 0.0 | $371k | 2.8k | 131.10 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $369k | +6% | 944.00 | 390.56 |
|
| Halliburton Company (HAL) | 0.0 | $369k | 9.5k | 38.99 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $368k | -35% | 4.6k | 79.56 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $368k | -9% | 5.0k | 73.14 |
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $368k | 13k | 28.23 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $364k | 9.0k | 40.47 |
|
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $363k | 4.9k | 73.41 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $363k | 3.6k | 99.97 |
|
|
| DTE Energy Company (DTE) | 0.0 | $362k | 2.5k | 146.24 |
|
|
| Waste Management (WM) | 0.0 | $361k | -11% | 1.6k | 229.84 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $359k | +29% | 5.0k | 71.82 |
|
| Lennox International (LII) | 0.0 | $357k | +14% | 769.00 | 464.13 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $353k | -20% | 7.0k | 50.44 |
|
| Loews Corporation (L) | 0.0 | $344k | 3.2k | 106.74 |
|
|
| Core & Main Cl A (CNM) | 0.0 | $344k | +7% | 7.0k | 49.40 |
|
| Brady Corp Cl A (BRC) | 0.0 | $341k | 4.2k | 81.23 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $336k | -11% | 1.5k | 224.63 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $334k | +38% | 2.6k | 126.35 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $330k | 3.7k | 90.08 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $330k | +4% | 5.4k | 60.65 |
|
| Cameco Corporation (CCJ) | 0.0 | $328k | +2% | 3.0k | 108.61 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $328k | 6.2k | 52.78 |
|
|
| Pacer Fds Tr Data And Infrast (SRVR) | 0.0 | $327k | -30% | 11k | 31.22 |
|
| Manulife Finl Corp (MFC) | 0.0 | $326k | NEW | 9.5k | 34.44 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $323k | +48% | 3.0k | 108.25 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $321k | 12k | 25.88 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $318k | +2% | 5.6k | 56.97 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $315k | 6.6k | 47.72 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $312k | 1.8k | 172.50 |
|
|
| Raymond James Financial (RJF) | 0.0 | $309k | -2% | 2.1k | 144.80 |
|
| Totalenergies Se Act (TTE) | 0.0 | $307k | NEW | 3.4k | 91.16 |
|
| Cummins (CMI) | 0.0 | $306k | +20% | 568.00 | 538.02 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $304k | -35% | 900.00 | 337.93 |
|
| Canadian Solar (CSIQ) | 0.0 | $303k | -11% | 22k | 13.85 |
|
| Ameriprise Financial (AMP) | 0.0 | $303k | -10% | 681.00 | 444.38 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $302k | 13k | 22.66 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $301k | NEW | 6.2k | 48.43 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $301k | -19% | 1.9k | 161.70 |
|
| Kroger (KR) | 0.0 | $298k | NEW | 4.1k | 72.35 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $298k | 15k | 19.86 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $296k | NEW | 3.2k | 93.28 |
|
| Suncor Energy (SU) | 0.0 | $295k | -22% | 4.5k | 66.12 |
|
| Hannon Armstrong (HASI) | 0.0 | $295k | 8.0k | 36.75 |
|
|
| Prudential Financial (PRU) | 0.0 | $287k | -24% | 2.9k | 97.69 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $287k | 620.00 | 463.05 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $285k | -26% | 5.7k | 50.37 |
|
| Standex Int'l (SXI) | 0.0 | $285k | 1.1k | 254.82 |
|
|
| Consolidated Edison (ED) | 0.0 | $284k | 2.5k | 113.18 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $283k | -26% | 2.6k | 109.10 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $283k | 3.4k | 82.86 |
|
|
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.0 | $282k | 15k | 18.78 |
|
|
| Microchip Technology (MCHP) | 0.0 | $282k | -6% | 4.4k | 64.61 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $276k | -30% | 3.2k | 86.69 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $276k | +5% | 465.00 | 592.98 |
|
| Micron Technology (MU) | 0.0 | $272k | +2% | 804.00 | 337.84 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $271k | -16% | 3.2k | 85.24 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $271k | 4.7k | 57.07 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $271k | 2.8k | 95.99 |
|
|
| Entergy Corporation (ETR) | 0.0 | $271k | -44% | 2.4k | 112.37 |
|
| Incyte Corporation (INCY) | 0.0 | $268k | -3% | 2.9k | 94.12 |
|
| General Dynamics Corporation (GD) | 0.0 | $267k | -19% | 777.00 | 343.04 |
|
| Cigna Corp (CI) | 0.0 | $265k | +3% | 992.00 | 266.75 |
|
| Metropcs Communications (TMUS) | 0.0 | $263k | +12% | 1.3k | 209.99 |
|
| Equifax (EFX) | 0.0 | $262k | -4% | 1.5k | 180.07 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $262k | -3% | 1.1k | 239.99 |
|
| Ufp Industries (UFPI) | 0.0 | $258k | 2.8k | 92.11 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $253k | -8% | 5.4k | 46.60 |
|
| Cadence Design Systems (CDNS) | 0.0 | $252k | +22% | 908.00 | 277.87 |
|
| Steris Shs Usd (STE) | 0.0 | $251k | -5% | 1.1k | 221.14 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $250k | -5% | 827.00 | 302.38 |
|
| Argan (AGX) | 0.0 | $248k | NEW | 455.00 | 544.65 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $247k | 3.7k | 66.00 |
|
|
| Paychex (PAYX) | 0.0 | $247k | +4% | 2.7k | 92.13 |
|
| Icici Bank Adr (IBN) | 0.0 | $245k | -6% | 9.4k | 25.90 |
|
| Skyworks Solutions (SWKS) | 0.0 | $244k | +29% | 4.5k | 53.55 |
|
| AutoZone (AZO) | 0.0 | $243k | -14% | 72.00 | 3377.78 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $243k | +2% | 2.6k | 93.31 |
|
| Adams Express Company (ADX) | 0.0 | $242k | NEW | 11k | 21.89 |
|
| Dollar Tree (DLTR) | 0.0 | $242k | -33% | 2.2k | 109.51 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $241k | -21% | 1.9k | 126.25 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $241k | 4.0k | 60.44 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $240k | 3.2k | 75.09 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $235k | +8% | 8.2k | 28.71 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $231k | 2.8k | 81.99 |
|
|
| Merit Medical Systems (MMSI) | 0.0 | $230k | NEW | 3.3k | 68.93 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $229k | -49% | 1.5k | 149.97 |
|
| Citizens Financial (CFG) | 0.0 | $229k | NEW | 3.8k | 59.97 |
|
| ClearBridge Energy MLP Fund (EMO) | 0.0 | $229k | NEW | 4.3k | 52.82 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $227k | NEW | 930.00 | 244.19 |
|
| Msci (MSCI) | 0.0 | $227k | -38% | 421.00 | 539.02 |
|
| Capital One Financial (COF) | 0.0 | $226k | +7% | 1.2k | 182.46 |
|
| Carlisle Companies (CSL) | 0.0 | $226k | -16% | 678.00 | 333.62 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $225k | NEW | 753.00 | 298.84 |
|
| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.0 | $224k | 3.6k | 62.24 |
|
|
| United Natural Foods (UNFI) | 0.0 | $222k | NEW | 4.9k | 45.06 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $218k | 8.7k | 25.10 |
|
|
| PPL Corporation (PPL) | 0.0 | $217k | -21% | 5.7k | 38.20 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $216k | -11% | 1.5k | 145.93 |
|
| Connectone Banc (CNOB) | 0.0 | $214k | 8.0k | 26.77 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $213k | -6% | 1.6k | 135.68 |
|
| Badger Meter (BMI) | 0.0 | $211k | 1.4k | 152.38 |
|
|
| Realty Income (O) | 0.0 | $209k | NEW | 3.4k | 61.17 |
|
| Bio-techne Corporation (TECH) | 0.0 | $208k | +5% | 4.0k | 52.26 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $207k | -6% | 2.3k | 88.68 |
|
| PPG Industries (PPG) | 0.0 | $206k | -18% | 1.9k | 106.88 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $205k | NEW | 628.00 | 327.07 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $204k | NEW | 2.2k | 92.75 |
|
| Selectquote Ord (SLQT) | 0.0 | $203k | 323k | 0.63 |
|
|
| Camden National Corporation (CAC) | 0.0 | $203k | NEW | 4.3k | 47.45 |
|
| First Bank (FRBA) | 0.0 | $195k | 12k | 16.00 |
|
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $191k | -3% | 12k | 16.17 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $190k | 15k | 12.51 |
|
|
| Valley National Ban (VLY) | 0.0 | $183k | 15k | 12.28 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $175k | -5% | 10k | 17.32 |
|
| Global Net Lease Com New (GNL) | 0.0 | $172k | -2% | 18k | 9.36 |
|
| Transocean Registered Shs (RIG) | 0.0 | $119k | NEW | 18k | 6.63 |
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $76k | 12k | 6.32 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $52k | -9% | 11k | 4.63 |
|
| T1 Energy Com New (TE) | 0.0 | $44k | 10k | 4.39 |
|
|
| Amplitech Group Com New (AMPG) | 0.0 | $28k | 15k | 1.90 |
|
|
| Cognition Therapeutics (CGTX) | 0.0 | $22k | 29k | 0.76 |
|
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 2026 Q1 filed May 4, 2026
- 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