Pennsylvania Capital Management Inc Purchases in Q3 2024

Pennsylvania Capital Management Inc

  • $274 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
229K
New
$45.87 - $48.53 $10.5M - $11.1M
229K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
2.77K
+ 7.22%
$520.18 - $576.82 $1.44M - $1.6M
41.1K $23.7M
NVDA
Nvidia Corp

Technology
18.1K
+ 19.63%
$98.91 - $134.91 $1.79M - $2.44M
110K $13.4M
JPIE
J P Morgan Exchange Traded Fd
21.3K
+ 5.99%
$45.17 - $46.39 $961K - $987K
376K $17.5M
FNDF
Schwab Fundamental Intl Large

ETFs
12.2K
+ 5.66%
$33.67 - $37.71 $412K - $461K
228K $8.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.38K
+ 8.26%
$57.32 - $62.65 $481K - $525K
110K $6.85M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13K
New
$50.61 - $50.96 $657K - $662K
13K $661K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.53K
+ 17.01%
$105.53 - $118.34 $372K - $417K
24.2K $2.84M
FNDX
Schwab Fundamental U S Large C

ETFs
4.89K
+ 10.13%
$65.36 - $71.76 $319K - $351K
53.1K $3.81M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.27K
+ 14.76%
$211.47 - $281.27 $691K - $919K
25.4K $6.24M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.84K
+ 75.11%
$50.15 - $51.27 $393K - $402K
18.3K $937K
COF
Capital One Financial Corp

Financial Services
1.92K
New
$131.42 - $153.05 $252K - $293K
1.92K $286K
BX
Blackstone Inc.

Financial Services
18
+ 0.21%
$120.77 - $159.66 $2.17K - $2.87K
8.72K $1.33M
LLY
Eli Lilly & CO

Healthcare
373
+ 9.69%
$772.14 - $960.02 $288K - $358K
4.22K $3.74M
NVO
Novo Nordisk A S

Healthcare
2.12K
New
$119.07 - $145.42 $252K - $308K
2.12K $252K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.48K
New
$25.38 - $26.27 $240K - $249K
9.48K $248K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
117
+ 3.68%
$405.19 - $478.57 $47.4K - $56K
3.29K $1.52M
CW
Curtiss Wright Corp

Industrials
669
New
$265.18 - $332.22 $177K - $222K
669 $219K
EXC
Exelon Corp

Utilities
5.36K
New
$34.24 - $40.55 $183K - $217K
5.36K $217K
PEG
Public Service Enterprise Group Inc

Utilities
2.37K
New
$73.58 - $89.21 $174K - $211K
2.37K $211K
IVE
Ishares S&P 500 Value ETF

ETFs
1.06K
New
$181.06 - $197.17 $192K - $209K
1.06K $209K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.07K
New
$61.47 - $67.36 $189K - $207K
3.07K $206K
DGRO
Ishares Core Dividend Growth E

ETFs
3.25K
New
$57.47 - $62.76 $187K - $204K
3.25K $203K
COST
Costco Wholesale Corp

Consumer Defensive
185
+ 34.71%
$801.83 - $917.05 $148K - $170K
718 $636K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.57K
+ 7.74%
$61.11 - $67.85 $96.1K - $107K
21.9K $1.49M
UNH
Unitedhealth Group Inc

Healthcare
23
+ 1.08%
$488.01 - $604.18 $11.2K - $13.9K
2.16K $1.26M
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.44%
$99.55 - $123.34 $3.38K - $4.19K
7.72K $935K
NEE
Nextera Energy Inc

Utilities
118
+ 1.06%
$69.9 - $84.97 $8.25K - $10K
11.3K $954K
MRK
Merck & Co., Inc.

Healthcare
1.72K
+ 42.59%
$111.15 - $128.97 $191K - $222K
5.77K $654K
META
Meta Platforms, Inc.

Communication Services
81
+ 5.1%
$453.41 - $572.44 $36.7K - $46.4K
1.67K $954K
DSI
Ishares Msci Kld 400 Social Et

ETFs
179
+ 0.7%
$97.81 - $108.79 $17.5K - $19.5K
25.7K $2.8M
ADP
Automatic Data Processing Inc

Industrials
39
+ 1.68%
$233.44 - $279.45 $9.1K - $10.9K
2.36K $653K
FTNT
Fortinet, Inc.

Technology
28
+ 0.53%
$55.39 - $77.55 $1.55K - $2.17K
5.29K $410K
XOM
Exxon Mobil Corp

Energy
675
+ 13.66%
$109.72 - $119.0 $74.1K - $80.3K
5.62K $658K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
263
+ 2.77%
$75.47 - $83.18 $19.8K - $21.9K
9.74K $809K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.06%
$391.53 - $469.81 $392 - $470
1.61K $754K
MS
Morgan Stanley

Financial Services
35
+ 0.4%
$92.07 - $106.96 $3.22K - $3.74K
8.79K $916K
IWB
Ishares Tr Russell 1000 ETF

ETFs
138
+ 10.78%
$283.28 - $314.39 $39.1K - $43.4K
1.42K $445K
ORCL
Oracle Corp

Technology
44
+ 2.6%
$125.9 - $170.35 $5.54K - $7.5K
1.73K $295K
MGK
Vanguard Mega Cap Growth ETF

ETFs
116
+ 6.41%
$285.48 - $330.24 $33.1K - $38.3K
1.93K $619K
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.39%
$255.18 - $283.2 $8.93K - $9.91K
2.56K $724K
FNDA
Schwab Fundamental U S Small C

ETFs
217
+ 3.39%
$54.26 - $60.01 $11.8K - $13K
6.62K $394K
VUG
Vanguard Growth ETF

ETFs
84
+ 15.7%
$341.08 - $391.94 $28.7K - $32.9K
619 $237K
DFS
Discover Financial Services

Financial Services
7
+ 0.2%
$123.41 - $144.72 $864 - $1.01K
3.42K $480K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.07%
$214.77 - $237.72 $215 - $238
1.43K $339K
ASML
Asml Holding Nv

Technology
87
+ 33.46%
$749.82 - $1098.95 $65.2K - $95.6K
347 $289K
GD
General Dynamics Corp

Industrials
16
+ 1.13%
$279.51 - $308.09 $4.47K - $4.93K
1.43K $431K
SYF
Synchrony Financial

Financial Services
16
+ 0.21%
$43.77 - $52.22 $700 - $836
7.49K $373K
PEP
Pepsico Inc

Consumer Defensive
76
+ 5.81%
$161.9 - $179.3 $12.3K - $13.6K
1.39K $235K
Activity Summary
Buys All Purchases 70 New Holdings 13 Increased Positions 57 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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