Philadelphia Trust CO has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $173M, Apple Inc. with a value of $76.5M, Microsoft Corp with a value of $61.8M, Berkshire Hathaway Inc Class B with a value of $48.9M, and Alphabet Inc. with a value of $45.4M.

Examining the 13F form we can see an decrease of $14.6M in the current position value, from $1.38B to 1.36B.

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 $1.36 Billion
Technology: $463 Million
Industrials: $182 Million
Financial Services: $168 Million
Healthcare: $165 Million
Communication Services: $95.2 Million
ETFs: $82.3 Million
Energy: $53.4 Million
Consumer Cyclical: $42.8 Million
Other: $62.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $1.36 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
Track This Portfolio

Track Philadelphia Trust CO Portfolio

Follow Philadelphia Trust CO 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 Philadelphia Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Philadelphia Trust CO with notifications on news.