Q2 2025 Holdings
Filed 2025-07-17 | 102 holdings | $14.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $81 | 11,605 | 0.0% |
| Nuveen PFD & Income Opportun(JPC) | COM | 67073B106 | $105 | 13,127 | 0.0% |
| Rivian Automotive Inc(RIVN) | COM CL A | 76954A103 | $137 | 10,000 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $213 | 621 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $219 | 515 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $221 | 1,078 | 0.0% |
| Artesian RES Corp(ARTNA) | CL A | 043113208 | $223 | 6,649 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $227 | 1,559 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $236 | 2,340 | 0.0% |
| Nuveen Pennsylvania QLT MUN(NQP) | COM | 670972108 | $249 | 22,181 | 0.0% |
| Targa RES Corp(TRGP) | COM | 87612G101 | $267 | 1,534 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $268 | 853 | 0.0% |
| Lemonade Inc(LMND) | COM | 52567D107 | $292 | 6,656 | 0.0% |
| Vanguard World FD(VGT) | INF TECH ETF | 92204A702 | $296 | 447 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $300 | 1,649 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $308 | 970 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $318 | 4,604 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $319 | 897 | 0.0% |
| Grayscale Ethereum Mini TR E(ETH) | SHS NEW | 38964R203 | $319 | 13,452 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $322 | 1,352 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $332 | 4,469 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $332 | 1,520 | 0.0% |
| Eaton Vance TAX Advt DIV Inc(XEVTX) | COM | 27828G107 | $346 | 14,351 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $358 | 4,474 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $368 | 8,512 | 0.0% |
| Orrstown Finl Svcs Inc(ORRF) | COM | 687380105 | $396 | 12,445 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $406 | 25,572 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $432 | 1,953 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $441 | 598 | 0.0% |
| Virtus ETF TR II(ASMF) | ALPHASIMPLEX MNG | 92790A876 | $444 | 19,682 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $456 | 6,767 | 0.0% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $457 | 864 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $505 | 4,234 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $531 | 1,746 | 0.0% |
| J P Morgan Exchange Traded F(JEPI) | EQUITY PREMIUM | 46641Q332 | $533 | 9,370 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $533 | 3,721 | 0.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $545 | 4,000 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $547 | 5,592 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $614 | 2,199 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $661 | 2,118 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $677 | 1,227 | 0.0% |
| SSgA Active ETF TR(GAL) | GLOBL ALLO ETF | 78467V400 | $683 | 14,525 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $700 | 2,397 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $704 | 10,140 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $740 | 12,620 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $750 | 5,680 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $756 | 3,504 | 0.0% |
| York WTR Co(YORW) | COM | 987184108 | $756 | 23,920 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $765 | 5,428 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $778 | 9,827 | 0.0% |