Pennsylvania Capital Management as of March 31, 2021
Portfolio Holdings for Pennsylvania Capital Management
Pennsylvania Capital Management holds 70 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 17.3 | $30M | 9.5k | 3094.20 | |
Apple (AAPL) | 15.7 | $27M | 218k | 122.15 | |
Microsoft Corporation (MSFT) | 14.1 | $24M | 102k | 236.07 | |
Ishares Tr Core S&p500 Etf (IVV) | 7.2 | $12M | 31k | 397.67 | |
Vanguard Index Fds Growth Etf (VUG) | 3.5 | $5.9M | 23k | 257.04 | |
Vanguard Specialized Funds Div App Etf (VIG) | 2.9 | $5.0M | 34k | 146.89 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $4.7M | 18k | 260.62 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.6 | $4.4M | 61k | 72.90 | |
Ishares Tr Phlx Semicnd Etf (SOXX) | 2.5 | $4.2M | 9.9k | 423.81 | |
Vulcan Materials Company (VMC) | 2.4 | $4.1M | 24k | 168.78 | |
Wisdomtree Tr Cloud Computng (WCLD) | 2.1 | $3.5M | 73k | 48.67 | |
Citizens & Northern Corporation (CZNC) | 1.8 | $3.1M | 129k | 23.78 | |
Centene Corporation (CNC) | 1.5 | $2.6M | 41k | 63.93 | |
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.5M | 1.2k | 2068.91 | |
Ishares Tr Rus 1000 Etf (IWB) | 1.5 | $2.5M | 11k | 223.79 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.8M | 889.00 | 2062.99 | |
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 1.0 | $1.6M | 32k | 50.94 | |
Enterprise Products Partners (EPD) | 0.9 | $1.6M | 73k | 21.94 | |
Facebook Cl A (META) | 0.9 | $1.6M | 5.3k | 294.45 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.4M | 13k | 108.42 | |
salesforce (CRM) | 0.8 | $1.4M | 6.6k | 216.49 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $1.3M | 5.7k | 225.00 | |
Ericsson Adr B Sek 10 (ERIC) | 0.8 | $1.3M | 98k | 13.19 | |
Thermo Fisher Scientific (TMO) | 0.6 | $1.1M | 2.4k | 456.21 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.1M | 5.1k | 206.74 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $993k | 10k | 96.04 | |
UnitedHealth (UNH) | 0.6 | $990k | 2.7k | 371.90 | |
Nextera Energy (NEE) | 0.6 | $947k | 13k | 75.64 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $924k | 3.6k | 254.24 | |
Johnson & Johnson (JNJ) | 0.5 | $921k | 5.6k | 164.43 | |
Realty Income (O) | 0.4 | $697k | 11k | 63.46 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $683k | 4.0k | 171.18 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.4 | $633k | 12k | 50.93 | |
Ishares Msci Emrg Chn (EMXC) | 0.4 | $631k | 11k | 59.47 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $604k | 7.9k | 76.32 | |
Nokia Corp Sponsored Adr (NOK) | 0.4 | $598k | 151k | 3.96 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.3 | $593k | 8.9k | 66.29 | |
Raytheon Technologies Corp (RTX) | 0.3 | $579k | 7.5k | 77.32 | |
Costco Wholesale Corporation (COST) | 0.3 | $564k | 1.6k | 352.50 | |
Erie Indty Cl A (ERIE) | 0.3 | $563k | 2.6k | 220.78 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $548k | 2.6k | 214.29 | |
Wal-Mart Stores (WMT) | 0.3 | $543k | 4.0k | 135.89 | |
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.3 | $536k | 28k | 18.89 | |
Fulton Financial (FULT) | 0.3 | $520k | 31k | 17.04 | |
Signature Bank (SBNY) | 0.3 | $509k | 2.3k | 225.92 | |
Merck & Co (MRK) | 0.3 | $485k | 6.2k | 78.08 | |
NVIDIA Corporation (NVDA) | 0.3 | $471k | 882.00 | 534.01 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $455k | 3.0k | 152.00 | |
Spdr Ser Tr S&p Bk Etf (KBE) | 0.3 | $437k | 8.4k | 51.87 | |
Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $434k | 4.4k | 98.66 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $433k | 5.8k | 74.50 | |
Automatic Data Processing (ADP) | 0.2 | $397k | 2.1k | 188.60 | |
Walt Disney Company (DIS) | 0.2 | $393k | 2.1k | 184.44 | |
Bank of America Corporation (BAC) | 0.2 | $374k | 9.7k | 38.68 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $362k | 2.8k | 129.84 | |
American Airls (AAL) | 0.2 | $347k | 15k | 23.92 | |
First Tr Exchange Traded Auto Index Fd (CARZ) | 0.2 | $313k | 5.4k | 57.71 | |
Exxon Mobil Corporation (XOM) | 0.2 | $312k | 5.5k | 56.42 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $297k | 624.00 | 475.96 | |
General Dynamics Corporation (GD) | 0.2 | $285k | 1.6k | 181.41 | |
Avery Dennison Corporation (AVY) | 0.1 | $253k | 1.4k | 184.00 | |
Dominion Resources (D) | 0.1 | $230k | 3.0k | 75.88 | |
Pepsi (PEP) | 0.1 | $228k | 1.6k | 141.70 | |
Dow (DOW) | 0.1 | $226k | 3.5k | 63.84 | |
Qualcomm (QCOM) | 0.1 | $225k | 1.7k | 132.35 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $218k | 1.4k | 159.94 | |
Vg Acquisition Corp Shs Cl A | 0.1 | $158k | 16k | 10.17 | |
General Electric Company | 0.1 | $145k | 11k | 13.17 | |
Athenex | 0.0 | $76k | 18k | 4.30 | |
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $65k | 24k | 2.73 |