Q3 2022 Holdings
Filed 2022-10-28 | 81 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco PA Value MUN Inc TR(VPV) | COM | 46132K109 | $101 | 10,455 | 0.0% |
| Global X FDS(EDOCUSD) | TELMDC&DIG ETF | 37954Y285 | $175 | 15,471 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $201 | 2,564 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $203 | 2,321 | 0.0% |
| Global X FDS(BOTZ) | RBTCS ARTFL INTE | 37954Y715 | $207 | 11,475 | 0.0% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $209 | 2,435 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $210 | 908 | 0.0% |
| Magellan Midstream Prtnrs LP(WEP) | COM UNIT RP LP | 559080106 | $213 | 4,485 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $214 | 5,646 | 0.0% |
| Invesco Exchange Traded FD T(SPHQ) | S&P500 QUALITY | 46137V241 | $217 | 5,458 | 0.0% |
| Public SVC Enterprise GRP in(PEG) | COM | 744573106 | $221 | 3,935 | 0.0% |
| Global X FDS(LIT) | LITHIUM BTRY ETF | 37954Y855 | $228 | 3,449 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $229 | 1,386 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $229 | 1,018 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $230 | 1,774 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $250 | 1,529 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $285 | 1,031 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $286 | 1,447 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $299 | 881 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $304 | 1,618 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $305 | 3,234 | 0.0% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $311 | 5,381 | 0.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $312 | 7,008 | 0.0% |
| Ishares TR(SDG) | MSCI GBL SUS DEV | 46435G532 | $314 | 4,424 | 0.0% |
| First TR Exchange Traded FD(CIBR) | NASDAQ CYB ETF | 33734X846 | $319 | 8,293 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $324 | 3,103 | 0.0% |
| Global X FDS(PFFD) | US PFD ETF | 37954Y657 | $328 | 16,000 | 0.0% |
| Seagen Inc(SGENUSD) | COM | 81181C104 | $332 | 2,430 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $333 | 10,500 | 0.0% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $336 | 30,442 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $338 | 670 | 0.0% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $364 | 19,086 | 0.0% |
| Essential Utils Inc(WTRG) | COM | 29670G102 | $374 | 9,041 | 0.0% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $428 | 4,171 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $449 | 10,250 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $462 | 5,295 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $475 | 2,440 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $505 | 18,950 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $561 | 7,893 | 0.0% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $589 | 7,415 | 0.0% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $693 | 29,504 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $711 | 2,167 | 0.0% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $725 | 15,604 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $787 | 2,203 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $826 | 10,877 | 0.0% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $856 | 15,247 | 0.0% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $1.0K | 43,388 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.0K | 3,868 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.3K | 15,528 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.4K | 11,013 | 0.0% |