Philadelphia Trust CO Portfolio Holdings
Philadelphia Trust CO
- $1.17 Billion
- Q1 2025
Philadelphia Trust CO has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $126M, Apple Inc. with a value of $61.6M, Microsoft Corp with a value of $51.4M, Berkshire Hathaway Inc Class B with a value of $49.9M, and Abb Vie Inc. with a value of $41M.
Examining the 13F form we can see an decrease of $195M in the current position value, from $1.36B to 1.17B.
Philadelphia Trust CO is based out at Philadelphia, PA
Below you can find more details about Philadelphia Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
Technology: $365 Million
Financial Services: $161 Million
Healthcare: $152 Million
Industrials: $149 Million
Communication Services: $78.9 Million
ETFs: $78.3 Million
Energy: $52 Million
Consumer Cyclical: $34.4 Million
Other: $57.2 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 242
- Current Value $1.17 Billion
- Prior Value $1.36 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 17 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks