Pennsylvania Capital Management Inc Incresed Positions in Q4 2024

Pennsylvania Capital Management Inc

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.01K
+ 7.32%
$570.51 - $610.59 $1.72M - $1.84M
44.1K $26M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.4K
+ 163.16%
$50.37 - $50.6 $1.23M - $1.23M
39.3K $1.98M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.9K
+ 153.41%
$50.67 - $50.9 $1.01M - $1.01M
32.9K $1.67M
FNDX
Schwab Fundamental U S Large C

ETFs
133K
+ 250.61%
$23.49 - $71.77 $3.13M - $9.55M
186K $4.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.14K
+ 6.5%
$61.68 - $67.87 $440K - $485K
117K $7.29M
JPIE
J P Morgan Exchange Traded Fd
16K
+ 4.25%
$45.59 - $46.25 $730K - $741K
392K $17.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.13K
+ 17.04%
$113.92 - $127.38 $471K - $526K
28.4K $3.27M
MGK
Vanguard Mega Cap Growth ETF

ETFs
530
+ 27.53%
$316.94 - $357.88 $168K - $190K
2.46K $843K
MS
Morgan Stanley

Financial Services
26
+ 0.3%
$104.42 - $134.99 $2.71K - $3.51K
8.82K $1.11M
BX
Blackstone Inc.

Financial Services
14
+ 0.16%
$148.45 - $199.05 $2.08K - $2.79K
8.73K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
383
+ 24.63%
$205.18 - $250.29 $78.6K - $95.9K
1.94K $464K
SCHX
Schwab Strategic Tr Us Large C

ETFs
47.9K
+ 218.76%
$22.4 - $68.28 $1.07M - $3.27M
69.8K $1.62M
EPD
Enterprise Products Partners L.P.

Energy
800
+ 1.78%
$28.66 - $34.43 $22.9K - $27.5K
45.8K $1.44M
QCOM
Qualcomm Inc

Technology
969
+ 49.95%
$150.4 - $178.04 $146K - $173K
2.91K $446K
SYF
Synchrony Financial

Financial Services
11
+ 0.15%
$49.01 - $68.55 $539 - $754
7.5K $487K
DFS
Discover Financial Services

Financial Services
8
+ 0.23%
$136.3 - $182.67 $1.09K - $1.46K
3.43K $594K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.19%
$473.15 - $574.01 $1.42K - $1.72K
1.61K $857K
META
Meta Platforms, Inc.

Communication Services
97
+ 5.82%
$554.08 - $632.68 $53.7K - $61.4K
1.77K $1.04M
LNG
Cheniere Energy, Inc.

Energy
8
+ 0.33%
$181.07 - $225.92 $1.45K - $1.81K
2.41K $518K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22.1K
+ 226.6%
$27.54 - $83.04 $608K - $1.83M
31.8K $881K
VO
Vanguard Mid Cap ETF

ETFs
202
+ 22.82%
$261.5 - $284.63 $52.8K - $57.5K
1.09K $287K
XOM
Exxon Mobil Corp

Energy
963
+ 17.15%
$105.51 - $125.37 $102K - $121K
6.58K $707K
ADP
Automatic Data Processing Inc

Industrials
17
+ 0.72%
$280.08 - $307.97 $4.76K - $5.24K
2.38K $696K
XLE
Energy Sector Spdr

ETFs
575
+ 16.13%
$83.32 - $97.27 $47.9K - $55.9K
4.14K $354K
BAC
Bank Of America Corp

Financial Services
146
+ 2.01%
$39.22 - $47.77 $5.73K - $6.97K
7.39K $324K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.99%
$481.22 - $538.17 $6.26K - $7K
1.32K $676K
FNDA
Schwab Fundamental U S Small C

ETFs
7.8K
+ 117.74%
$29.26 - $59.11 $228K - $461K
14.4K $428K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
45
+ 0.46%
$55.73 - $66.16 $2.51K - $2.98K
9.82K $592K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.9K
+ 293.13%
$25.93 - $105.3 $411K - $1.67M
21.3K $592K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.28K
+ 109.69%
$25.33 - $51.16 $210K - $424K
15.8K $409K
CW
Curtiss Wright Corp

Industrials
2
+ 0.3%
$335.08 - $389.49 $670 - $779
671 $238K
TXN
Texas Instruments Inc

Technology
24
+ 0.75%
N/A
3.22K $627K
VIG
Vanguard Dividend Appreciation

ETFs
19
+ 1.04%
N/A
1.85K $337K
ORCL
Oracle Corp

Technology
47
+ 2.71%
$165.41 - $192.43 $7.77K - $9.04K
1.78K $296K
J P Morgan Exchange Traded F
72.7K
+ 321.78%
N/A
95.2K $0
Blackrock ETF Trust Ii
51.1K
+ 179.14%
N/A
79.7K $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
99
+ 2.04%
$46.68 - $47.95 $4.62K - $4.75K
4.96K $232K
PEG
Public Service Enterprise Group Inc

Utilities
40
+ 1.69%
$81.87 - $94.51 $3.27K - $3.78K
2.41K $203K
EXC
Exelon Corp

Utilities
33
+ 0.62%
$36.22 - $40.97 $1.2K - $1.35K
5.39K $202K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.46%
$442.29 - $483.08 $6.63K - $7.25K
3.31K $1.5M
PEP
Pepsico Inc

Consumer Defensive
30
+ 2.17%
$151.29 - $176.1 $4.54K - $5.28K
1.42K $215K
RTX
Raytheon Technologies Corp

Industrials
25
+ 0.32%
$114.45 - $127.21 $2.86K - $3.18K
7.75K $896K
ADBE
Adobe Inc.

Technology
10
+ 1.57%
$437.39 - $552.96 $4.37K - $5.53K
646 $287K
NEE
Nextera Energy Inc

Utilities
1.37K
+ 12.15%
$69.77 - $85.43 $95.7K - $117K
12.7K $907K
CEG
Constellation Energy Corp

Utilities
10
+ 0.61%
$224.28 - $285.52 $2.24K - $2.86K
1.65K $370K
ADI
Analog Devices Inc

Technology
14
+ 0.27%
$206.35 - $236.48 $2.89K - $3.31K
5.22K $1.11M
LLY
Eli Lilly & CO

Healthcare
25
+ 0.59%
$727.2 - $932.06 $18.2K - $23.3K
4.25K $3.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
142K
+ 175.81%
$26.93 - $84.95 $3.83M - $12.1M
223K $6.1M
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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