Pennsylvania Capital Management Inc Incresed Positions in Q3 2024

Pennsylvania Capital Management Inc

  • $274 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
BX
Blackstone Inc.

Financial Services
18
+ 0.21%
$120.77 - $159.66 $2.17K - $2.87K
8.72K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
117
+ 3.68%
$405.19 - $478.57 $47.4K - $56K
3.29K $1.52M
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
NEE
Nextera Energy Inc

Utilities
118
+ 1.06%
$69.9 - $84.97 $8.25K - $10K
11.3K $954K
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.44%
$99.55 - $123.34 $3.38K - $4.19K
7.72K $935K
META
Meta Platforms, Inc.

Communication Services
81
+ 5.1%
$453.41 - $572.44 $36.7K - $46.4K
1.67K $954K
MRK
Merck & Co., Inc.

Healthcare
1.72K
+ 42.59%
$111.15 - $128.97 $191K - $222K
5.77K $654K
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
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.11%
$237.84 - $263.83 $238 - $264
885 $233K
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 1.16%
$434.77 - $502.96 $6.52K - $7.54K
1.31K $639K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.09%
$92.63 - $105.69 $463 - $528
5.41K $563K
ADI
Analog Devices Inc

Technology
9
+ 0.17%
$200.56 - $243.33 $1.81K - $2.19K
5.21K $1.2M
TXN
Texas Instruments Inc

Technology
52
+ 1.65%
$194.6 - $194.6 $10.1K - $10.1K
3.2K $622K
HYDB
Ishares Tr Edge High Yield Def

ETFs
76
+ 1.59%
$46.14 - $48.06 $3.51K - $3.65K
4.86K $233K
BAC
Bank Of America Corp

Financial Services
225
+ 3.2%
$36.65 - $44.13 $8.25K - $9.93K
7.25K $287K
J P Morgan Exchange Traded F
14.4K
+ 175.52%
N/A
22.6K $0
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
29
+ 0.63%
$49.7 - $56.11 $1.44K - $1.63K
4.6K $252K
XLE
Energy Sector Spdr

ETFs
27
+ 0.76%
$84.35 - $93.39 $2.28K - $2.52K
3.56K $312K
ADBE
Adobe Inc.

Technology
8
+ 1.27%
$508.13 - $586.55 $4.07K - $4.69K
636 $329K
GOOG
Alphabet Inc.

Communication Services
680
+ 7.26%
$149.54 - $192.66 $102K - $131K
10.1K $1.68M
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
Track This Portfolio

Track Pennsylvania Capital Management Inc Portfolio

Follow Pennsylvania Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pennsylvania Capital Management Inc , based on Form 13F filings with the SEC.

News

Stay updated on Pennsylvania Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email