Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Jacobi Capital Management LLC

Q2 2023 · 13F-HR

Jacobi Capital Management LLCholdings as filed

Filed 2023-08-08 · accession 0001689646-23-000004

$894.0M
Reported value
439
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$142.1M15.9%320,560CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$57.1M6.39%167,545CommonNONE
46090E103QQQINVESCO QQQ TR$31.9M3.56%86,256CommonNONE
922908769VTIVANGUARD INDEX FDS$21.8M2.44%99,184CommonNONE
037833100AAPLAPPLE INC$18.5M2.07%95,627CommonNONE
97717Y527USFRWISDOMTREE TR$16.3M1.82%323,191CommonNONE
594918104MSFTMICROSOFT CORP$14.9M1.67%43,868CommonNONE
78468R663BILSPDR SER TR$14.4M1.61%157,026CommonNONE
78464A649SPABSPDR SER TR$12.3M1.38%485,918CommonNONE
464287655IWMISHARES TR$10.1M1.13%53,820CommonNONE
78464A805SPTMSPDR SER TR$9.1M1.02%167,367CommonNONE
78463V107GLDSPDR GOLD TR$8.9M0.99%49,685CommonNONE
78463X103SPEUSPDR INDEX SHS FDS$8.6M0.97%224,407CommonNONE
92826C839VVISA INC$8.2M0.92%34,688CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$7.9M0.89%231,195CommonNONE
30303M102METAMETA PLATFORMS INC$7.8M0.88%27,343CommonNONE
78464A409SPYGSPDR SER TR$7.3M0.82%120,019CommonNONE
532457108LLYLILLY ELI & CO$7.1M0.80%15,226CommonNONE
74348A467NOBLPROSHARES TR$7.1M0.80%75,642CommonNONE
58933Y105MRKMERCK & CO INC$6.9M0.78%60,053CommonNONE
46625H100JPMJPMORGAN CHASE & CO$6.8M0.76%46,548CommonNONE
931142103WMTWALMART INC$6.5M0.73%41,274CommonNONE
478160104JNJJOHNSON & JOHNSON$6.3M0.71%38,111CommonNONE
458140100INTCINTEL CORP$6.1M0.69%183,183CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.5M0.62%36,465CommonNONE
166764100CVXCHEVRON CORP NEW$5.5M0.62%34,952CommonNONE
02079K107GOOGALPHABET INC$5.2M0.58%42,849CommonNONE
67066G104NVDANVIDIA CORPORATION$5.0M0.56%11,863CommonNONE
060505104BACBANK AMERICA CORP$4.8M0.54%166,967CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.7M0.52%125,275CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$4.6M0.52%46,371CommonNONE
058498106BALLBALL CORP$4.6M0.51%78,811CommonNONE
191216100KOCOCA COLA CO$4.6M0.51%75,730CommonNONE
001055102AFLAFLAC INC$4.5M0.50%64,020CommonNONE
032108409DIVOAMPLIFY ETF TR$4.4M0.49%120,947CommonNONE
023135106AMZNAMAZON COM INC$4.3M0.48%32,694CommonNONE
922908363VOOVANGUARD INDEX FDS$4.2M0.48%10,434CommonNONE
00287Y109ABBVABBVIE INC$4.2M0.47%31,368CommonNONE
17275R102CSCOCISCO SYS INC$4.2M0.46%80,318CommonNONE
717081103PFEPFIZER INC$4.1M0.46%112,500CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$4.1M0.46%78,533CommonNONE
30231G102XOMEXXON MOBIL CORP$4.0M0.45%37,557CommonNONE
580135101MCDMCDONALDS CORP$3.7M0.42%12,525CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.40%26,652CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.4M0.38%7,380CommonNONE
74347B680REGLPROSHARES TR$3.3M0.37%47,584CommonNONE
203607106CBUCOMMUNITY BK SYS INC$3.2M0.35%67,291CommonNONE
713448108PEPPEPSICO INC$3.1M0.35%17,006CommonNONE
02079K305GOOGLALPHABET INC$3.1M0.35%25,992CommonNONE
097023105BABOEING CO$3.0M0.34%14,344CommonNONE
829658301LEADSIREN ETF TR$3.0M0.34%53,187CommonNONE
94106L109WMWASTE MGMT INC DEL$3.0M0.33%17,130CommonNONE
87612E106TGTTARGET CORP$3.0M0.33%22,514CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.9M0.32%15,915CommonNONE
254687106DISDISNEY WALT CO$2.8M0.32%31,615CommonNONE
88160R101TSLATESLA INC$2.8M0.31%10,652CommonNONE
882508104TXNTEXAS INSTRS INC$2.8M0.31%15,405CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.8M0.31%43,338CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$2.7M0.31%123,571CommonNONE
437076102HDHOME DEPOT INC$2.7M0.30%8,633CommonNONE
149123101CATCATERPILLAR INC$2.7M0.30%10,892CommonNONE
65339F101NEENEXTERA ENERGY INC$2.7M0.30%35,720CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$2.6M0.30%127,420CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.6M0.29%5CommonNONE
69351T106PPLPPL CORP$2.6M0.29%97,230CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.6M0.29%17,946CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$2.5M0.28%25,702CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.5M0.27%16,415CommonNONE
231021106CMICUMMINS INC$2.4M0.27%9,905CommonNONE
126650100CVSCVS HEALTH CORP$2.4M0.27%35,081CommonNONE
235851102DHRDANAHER CORPORATION$2.4M0.27%10,049CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$2.4M0.27%49,247CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.4M0.26%18,699CommonNONE
464288513HYGISHARES TR$2.3M0.26%30,977CommonNONE
031162100AMGNAMGEN INC$2.3M0.26%10,450CommonNONE
88579Y101MMM3M CO$2.3M0.25%22,663CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.2M0.25%16,921CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.2M0.25%12,654CommonNONE
29670G102WTRGESSENTIAL UTILS INC$2.2M0.24%54,842CommonNONE
74762E102QUREQUANTA SVCS INC$2.2M0.24%11,018CommonNONE
98149E303GLDMWORLD GOLD TR$2.2M0.24%56,449CommonNONE
002824100ABTABBOTT LABS$2.1M0.24%19,714CommonNONE
20825C104COPCONOCOPHILLIPS$2.1M0.24%20,614CommonNONE
464287507IJHISHARES TR$2.1M0.24%8,167CommonNONE
78464A474SPSBSPDR SER TR$2.1M0.23%70,865CommonNONE
291011104EMREMERSON ELEC CO$2.1M0.23%23,028CommonNONE
92204A702VGTVANGUARD WORLD FDS$2.1M0.23%4,702CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.1M0.23%8,305CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.23%5,272CommonNONE
260557103DOWDOW INC$2.0M0.23%37,903CommonNONE
244199105DEDEERE & CO$2.0M0.22%4,951CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.0M0.22%4,172CommonNONE
842587107SOSOUTHERN CO$2.0M0.22%28,322CommonNONE
009158106APDAIR PRODS & CHEMS INC$2.0M0.22%6,629CommonNONE
747525103QCOMQUALCOMM INC$2.0M0.22%16,582CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.0M0.22%25,812CommonNONE
548661107LOWLOWES COS INC$1.9M0.22%8,536CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.9M0.21%3,684CommonNONE
78468R523BILSSPDR SER TR$1.9M0.21%19,233CommonNONE
922908744VTVVANGUARD INDEX FDS$1.9M0.21%13,285CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$1.9M0.21%3,844CommonNONE
464287176TIPISHARES TR$1.9M0.21%17,237CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.8M0.20%3,345CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.8M0.20%15,291CommonNONE
038222105AMATAPPLIED MATLS INC$1.8M0.20%12,306CommonNONE
907818108UNPUNION PAC CORP$1.7M0.19%8,410CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.7M0.19%36,135CommonNONE
871829107SYYSYSCO CORP$1.6M0.18%22,234CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.18%7,257CommonNONE
G5960L103MDTMEDTRONIC PLC$1.6M0.18%18,341CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.18%3,302CommonNONE
461202103INTUINTUIT$1.6M0.18%3,446CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1.5M0.17%21,458CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.5M0.17%14,194CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$1.5M0.17%26,484CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.17%15,522CommonNONE
37045V100GMGENERAL MTRS CO$1.5M0.17%38,989CommonNONE
29250N105ENBENBRIDGE INC$1.5M0.17%39,993CommonNONE
78464A664SPTLSPDR SER TR$1.5M0.17%49,674CommonNONE
464287242LQDISHARES TR$1.5M0.16%13,569CommonNONE
464287226AGGISHARES TR$1.5M0.16%14,952CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.5M0.16%19,680CommonNONE
855244109SBUXSTARBUCKS CORP$1.4M0.16%14,516CommonNONE
26922A388DRSKETF SER SOLUTIONS$1.4M0.16%56,889CommonNONE
00206R102TAT&T INC$1.4M0.16%88,105CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.4M0.16%5,704CommonNONE
464288588MBBISHARES TR$1.4M0.16%14,973CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.4M0.16%51,349CommonNONE
464288414MUBISHARES TR$1.4M0.15%12,945CommonNONE
29273V100ETENERGY TRANSFER L P$1.4M0.15%108,760CommonNONE
375558103GILDGILEAD SCIENCES INC$1.4M0.15%17,862CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.4M0.15%8,237CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.15%6,496CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.4M0.15%6,329CommonNONE
370334104GISGENERAL MLS INC$1.3M0.15%17,540CommonNONE
G29183103ETNEATON CORP PLC$1.3M0.15%6,574CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$1.3M0.15%32,244CommonNONE
646025106NJRNEW JERSEY RES CORP$1.3M0.15%27,566CommonNONE
372460105GPCGENUINE PARTS CO$1.3M0.15%7,668CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.3M0.14%7,445CommonNONE
78464A847SPMDSPDR SER TR$1.3M0.14%27,900CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.3M0.14%9,234CommonNONE
337738108FISVFISERV INC$1.3M0.14%10,005CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.2M0.14%19,054CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.14%5,925CommonNONE
G54950103LINLINDE PLC$1.2M0.14%3,222CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.14%5,582CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.14%6,298CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.14%13,584CommonNONE
74347B698SMDVPROSHARES TR$1.2M0.13%20,192CommonNONE
G6095L109APTIV PLC$1.2M0.13%11,680CommonNONE
98978V103ZTSZOETIS INC$1.2M0.13%6,771CommonNONE
693506107PPGPPG INDS INC$1.2M0.13%7,804CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1.2M0.13%21,885CommonNONE
075887109BDXBECTON DICKINSON & CO$1.2M0.13%4,376CommonNONE
46429B697USMVISHARES TR$1.2M0.13%15,506CommonNONE
482480100KLACKLA CORP$1.2M0.13%2,374CommonNONE
68389X105ORCLORACLE CORP$1.1M0.13%9,600CommonNONE
189054109CLXCLOROX CO DEL$1.1M0.13%7,168CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.1M0.13%3,431CommonNONE
345370860FFORD MTR CO DEL$1.1M0.13%74,826CommonNONE
049560105ATOATMOS ENERGY CORP$1.1M0.12%9,499CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.12%6,499CommonNONE
31428X106FDXFEDEX CORP$1.1M0.12%4,345CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.12%13,257CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.1M0.12%2,905CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.1M0.12%10,539CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.1M0.12%26,146CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.0M0.12%27,591CommonNONE
172967424CCITIGROUP INC$1.0M0.12%22,586CommonNONE
922908611VBRVANGUARD INDEX FDS$1.0M0.12%6,257CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.0M0.12%6,312CommonNONE
863667101SYKSTRYKER CORPORATION$1.0M0.11%3,366CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.0M0.11%30,456CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.0M0.11%11,545CommonNONE
126408103CSXCSX CORP$1.0M0.11%29,748CommonNONE
40434L105HPQHP INC$1.0M0.11%32,856CommonNONE
501889208LKQLKQ CORP$1.0M0.11%17,231CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$979,6520.11%6,657CommonNONE
78409V104SPGIS&P GLOBAL INC$975,9760.11%2,434CommonNONE
02209S103MOALTRIA GROUP INC$973,9020.11%21,499CommonNONE
911363109URIUNITED RENTALS INC$971,7710.11%2,182CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$966,7780.11%5,952CommonNONE
22052L104CTVACORTEVA INC$963,5060.11%16,815CommonNONE
09260D107BXBLACKSTONE INC$937,6340.10%10,085CommonNONE
59156R108METMETLIFE INC$933,5600.10%16,514CommonNONE
55261F104MTBM & T BK CORP$932,6210.10%7,536CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$916,6600.10%12,209CommonNONE
460146103IPINTERNATIONAL PAPER CO$908,9220.10%28,574CommonNONE
58155Q103MCKMCKESSON CORP$900,8480.10%2,108CommonNONE
718546104PSXPHILLIPS 66$891,6390.10%9,348CommonNONE
921937835BNDVANGUARD BD INDEX FDS$880,2580.10%12,110CommonNONE
902681105UGIUGI CORP NEW$874,2370.10%32,415CommonNONE
78464A698KRESPDR SER TR$862,1200.10%21,115CommonNONE
89832Q109TFCTRUIST FINL CORP$862,1020.10%28,405CommonNONE
427866108HSYHERSHEY CO$860,4730.10%3,446CommonNONE
922908652VXFVANGUARD INDEX FDS$852,8020.10%5,730CommonNONE
97717X594IHDGWISDOMTREE TR$848,9230.09%21,133CommonNONE
H1467J104CBCHUBB LIMITED$848,6060.09%4,407CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$844,2440.09%2,736CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$842,5040.09%9,404CommonNONE
78464A375SPIBSPDR SER TR$840,3220.09%26,170CommonNONE
25746U109DDOMINION ENERGY INC$836,0980.09%16,144CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$833,4510.09%11,030CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$817,5410.09%4,702CommonNONE
23331A109DHID R HORTON INC$816,6630.09%6,711CommonNONE
464287200IVVISHARES TR$814,4390.09%1,827CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$813,8490.09%22,607CommonNONE
253868103DLRDIGITAL RLTY TR INC$806,4550.09%7,082CommonNONE
25243Q205DEODIAGEO PLC$800,9600.09%4,617CommonNONE
464287804IJRISHARES TR$781,6910.09%7,844CommonNONE
11135F101AVGOBROADCOM INC$780,9240.09%900CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$774,6130.09%7,152CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$766,1750.09%11,773CommonNONE
922908553VNQVANGUARD INDEX FDS$758,2960.08%9,075CommonNONE
872540109TJXTJX COS INC NEW$757,9540.08%8,939CommonNONE
194162103CLCOLGATE PALMOLIVE CO$750,9530.08%9,747CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$748,5740.08%13,912CommonNONE
78464A144SPBOSPDR SER TR$747,0490.08%25,871CommonNONE
464288679SHVISHARES TR$746,3990.08%6,758CommonNONE
256677105DGDOLLAR GEN CORP NEW$744,5930.08%4,386CommonNONE
78468R853SPSMSPDR SER TR$732,9930.08%18,872CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$723,5770.08%1,007CommonNONE
029899101AWRAMER STATES WTR CO$723,4820.08%8,316CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$720,6770.08%8,532CommonNONE
857477103STTSTATE STR CORP$720,4790.08%9,845CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$719,3500.08%11,489CommonNONE
20030N101CMCSACOMCAST CORP NEW$712,1760.08%17,140CommonNONE
922908512VOEVANGUARD INDEX FDS$695,1120.08%5,023CommonNONE
66987V109NVSNOVARTIS AG$688,3190.08%6,821CommonNONE
46429B663HDVISHARES TR$688,2880.08%6,829CommonNONE
369604301GEGENERAL ELECTRIC CO$686,5120.08%6,250CommonNONE
406216101HALHALLIBURTON CO$685,9240.08%20,791CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$672,6670.08%1,956CommonNONE
922908595VBKVANGUARD INDEX FDS$669,7860.07%2,915CommonNONE
579780206MKCMCCORMICK & CO INC$653,6000.07%7,493CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$649,1620.07%1,424CommonNONE
254709108DFSEURDISCOVER FINL SVCS$646,3470.07%5,531CommonNONE
464287614IWFISHARES TR$641,6230.07%2,332CommonNONE
571903202MARMARRIOTT INTL INC NEW$635,3470.07%3,459CommonNONE
020002101ALLALLSTATE CORP$633,7800.07%5,812CommonNONE
012653101ALBALBEMARLE CORP$632,1070.07%2,833CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$630,7920.07%11,531CommonNONE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$629,7180.07%10,105CommonNONE
464287457SHYISHARES TR$628,9890.07%7,758CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$617,3810.07%23,430CommonNONE
921937827BSVVANGUARD BD INDEX FDS$616,4740.07%8,158CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$616,1290.07%11,772CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$612,5990.07%36,399CommonNONE
922908736VUGVANGUARD INDEX FDS$611,6440.07%2,162CommonNONE
876030107TPRTAPESTRY INC$609,3590.07%14,237CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$596,9340.07%5,628CommonNONE
064058100BKBANK NEW YORK MELLON CORP$587,9210.07%13,206CommonNONE
78464A763SDYSPDR SER TR$584,7480.07%4,770CommonNONE
949746101WMT2WELLS FARGO CO NEW$584,4160.07%13,693CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$578,3510.06%8,667CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$575,2260.06%20,191CommonNONE
902494103TSNTYSON FOODS INC$569,4490.06%11,157CommonNONE
464285204IAUISHARES GOLD TR$566,5200.06%15,568CommonNONE
518439104ELLAUDER ESTEE COS INC$563,1750.06%2,868CommonNONE
22822V101CCICROWN CASTLE INC$561,7560.06%4,930CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$559,1870.06%8,566CommonNONE
902973304USBUS BANCORP DEL$556,1140.06%16,832CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$537,5450.06%3,298CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$537,3940.06%14,258CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$533,8160.06%10,739CommonNONE
670972108XNQPXNUVEEN PENNSYLVANIA QLT MUN$530,2690.06%47,177CommonNONE
487836108KKELLOGG CO$528,0200.06%7,834CommonNONE
464288810IHIISHARES TR$516,8210.06%9,154CommonNONE
30161N101EXCEXELON CORP$513,5500.06%12,606CommonNONE
609207105MDLZMONDELEZ INTL INC$504,2520.06%6,913CommonNONE
92189F676SMHVANECK ETF TRUST$503,6450.06%3,308CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$502,1010.06%7,994CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$501,0670.06%2,620CommonNONE
45253H101IMGNEURIMMUNOGEN INC$500,0550.06%26,500CommonNONE
052769106ADSKAUTODESK INC$495,7700.06%2,423CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$488,8530.05%12,221CommonNONE
674599105OXYOCCIDENTAL PETE CORP$488,3050.05%8,304CommonNONE
125523100CITHE CIGNA GROUP$478,3900.05%1,705CommonNONE
27827X101EIMEATON VANCE MUN BD FD$477,6000.05%48,000CommonNONE
534187109LNCLINCOLN NATL CORP IND$474,7300.05%18,429CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$472,2460.05%6,503CommonNONE
929740108WABWABTEC$471,6470.05%4,301CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$471,4620.05%8,040CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$471,4070.05%1,462CommonNONE
N07059210ASMLASML HOLDING N V$462,6450.05%638CommonNONE
125269100CFCF INDS HLDGS INC$453,3690.05%6,531CommonNONE
043113208ARTNAARTESIAN RES CORP$452,7250.05%9,588CommonNONE
98419M100XYLXYLEM INC$452,6530.05%4,019CommonNONE
11284V105BROOKFIELD RENEWABLE CORP$449,9770.05%14,276CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$448,5320.05%5,914CommonNONE
78464A870XBISPDR SER TR$447,3400.05%5,377CommonNONE
464288687PFFISHARES TR$446,5470.05%14,437CommonNONE
09247X101BLKCHFBLACKROCK INC$445,2050.05%644CommonNONE
78464A656SPIPSPDR SER TR$439,6470.05%17,014CommonNONE
780259305SHELSHELL PLC$434,9170.05%7,203CommonNONE
72201R833MINTPIMCO ETF TR$430,7620.05%4,318CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$423,8660.05%9,357CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$423,0000.05%7,120CommonNONE
74460D109PSAPUBLIC STORAGE$421,9560.05%1,446CommonNONE
78464A508SPYVSPDR SER TR$421,3960.05%9,755CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$420,3330.05%440CommonNONE
723787107PXDEURPIONEER NAT RES CO$417,9650.05%2,017CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$416,4010.05%24,566CommonNONE
09062X103BIIBBIOGEN INC$415,0260.05%1,457CommonNONE
046353108AZNNASTRAZENECA PLC$413,8100.05%5,782CommonNONE
46432F339QUALISHARES TR$411,5210.05%3,051CommonNONE
37733W204GSKGSK PLC$409,1410.05%11,480CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$404,6510.05%7,437CommonNONE
595112103MUMICRON TECHNOLOGY INC$404,2370.05%6,405CommonNONE
922908538VOTVANGUARD INDEX FDS$398,2220.04%1,935CommonNONE
92936U109WPCWP CAREY INC$393,6280.04%5,826CommonNONE
12514G108CDWCDW CORP$390,3990.04%2,127CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$387,9740.04%6,288CommonNONE
233331107DTEDTE ENERGY CO$387,2820.04%3,520CommonNONE
78464A888XHBSPDR SER TR$387,0490.04%4,820CommonNONE
68622V106OGNORGANON & CO$385,5630.04%18,528CommonNONE
302578109FNCB BANCORP INC$384,7480.04%64,447CommonNONE
440452100HRLHORMEL FOODS CORP$384,7040.04%9,565CommonNONE
92204A207VDCVANGUARD WORLD FDS$378,7660.04%1,948CommonNONE
922908629VOVANGUARD INDEX FDS$376,0630.04%1,708CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$375,9890.04%12,899CommonNONE
988498101YUMYUM BRANDS INC$372,1800.04%2,686CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$371,1870.04%2,241CommonNONE
64110L106NFLXNETFLIX INC$370,8910.04%842CommonNONE
46434G822EWJISHARES INC$367,9370.04%5,944CommonNONE
871607107SNPSSYNOPSYS INC$363,5670.04%835CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$360,2270.04%3,935CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$358,6080.04%6,930CommonNONE
032654105ADIANALOG DEVICES INC$356,0860.04%1,828CommonNONE
78464A284HYMBSPDR SER TR$355,1420.04%14,200CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$353,2400.04%7,779CommonNONE
693718108PCARPACCAR INC$352,3280.04%4,212CommonNONE
654106103NKENIKE INC$352,1410.04%3,191CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$344,9950.04%2,270CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$342,9130.04%6,642CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$339,9100.04%3,391CommonNONE
773903109ROKROCKWELL AUTOMATION INC$338,6340.04%1,028CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$334,9360.04%3,647CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$334,8630.04%24,108CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$334,4590.04%2,184CommonNONE
150870103CECELANESE CORP DEL$332,5520.04%2,872CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$328,5350.04%2,968CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$322,4810.04%19,138CommonNONE
33733B100FIWFIRST TR EXCHANGE TRADED FD$316,2110.04%3,570CommonNONE
66765N105NWNNORTHWEST NAT HLDG CO$313,8510.04%7,290CommonNONE
464287556IBBISHARES TR$310,7590.03%2,448CommonNONE
464286665EPPISHARES INC$309,7460.03%7,333CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$307,4410.03%2,699CommonNONE
891160509TDTORONTO DOMINION BK ONT$306,3220.03%4,940CommonNONE
209115104EDCONSOLIDATED EDISON INC$305,6580.03%3,381CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$304,8150.03%3,358CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$299,0900.03%13,135CommonNONE
03662Q105AKXANSYS INC$298,8940.03%905CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$298,5740.03%1,460CommonNONE
56585A102MPCMARATHON PETE CORP$297,9990.03%2,556CommonNONE
512807108LRCXEURLAM RESEARCH CORP$297,4800.03%463CommonNONE
055622104BPBP PLC$297,2370.03%8,423CommonNONE
670346105NUENUCOR CORP$297,0610.03%1,812CommonNONE
219350105GLWCORNING INC$296,0620.03%8,449CommonNONE
14040H105COFCAPITAL ONE FINL CORP$290,0760.03%2,652CommonNONE
26922A784ADMEETF SER SOLUTIONS$287,1060.03%7,884CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$285,8650.03%5,815CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$285,0450.03%810CommonNONE
92204A306VDEVANGUARD WORLD FDS$283,2030.03%2,509CommonNONE
74340W103PLDPROLOGIS INC.$280,7230.03%2,289CommonNONE
036752103ELVELEVANCE HEALTH INC$279,5200.03%629CommonNONE
49456B101KMIKINDER MORGAN INC DEL$278,2150.03%16,157CommonNONE
37954Y673PAVEGLOBAL X FDS$278,0640.03%8,847CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$277,7970.03%17,395CommonNONE
464287721IYWISHARES TR$276,9650.03%2,544CommonNONE
80105N105SNYSANOFI$276,8090.03%5,136CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$276,2910.03%3,496CommonNONE
33740F870LDSFFIRST TR EXCHNG TRADED FD VI$275,9830.03%14,967CommonNONE
704326107PAYXPAYCHEX INC$275,4020.03%2,462CommonNONE
464288661IEIISHARES TR$272,7960.03%2,367CommonNONE
14149Y108CAHCARDINAL HEALTH INC$271,1710.03%2,867CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$270,3910.03%1,384CommonNONE
46432F396MTUMISHARES TR$269,0290.03%1,865CommonNONE
451107106IDAIDACORP INC$268,6040.03%2,618CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$260,8610.03%1,321CommonNONE
749607107RLIRLI CORP$258,4740.03%1,894CommonNONE
Y2187A150EGLEUSDEAGLE BULK SHIPPING INC$257,0990.03%5,352CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$256,6110.03%20,079CommonNONE
904767704UNILEVER PLC$255,9960.03%4,911CommonNONE
824348106SHWSHERWIN WILLIAMS CO$255,5600.03%962CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$250,8750.03%4,346CommonNONE
670100205NVONOVO-NORDISK A S$250,1060.03%1,545CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$249,8870.03%1,783CommonNONE
42704L104HRIHERC HLDGS INC$249,0890.03%1,820CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$245,2660.03%7,914CommonNONE
464287598IWDISHARES TR$244,1680.03%1,547CommonNONE
89151E109TTENTOTALENERGIES SE$243,2690.03%4,221CommonNONE
736508847PORPORTLAND GEN ELEC CO$241,9620.03%5,166CommonNONE
922020805VTIPVANGUARD MALVERN FDS$241,9150.03%5,102CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$239,7460.03%29,166CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$239,1400.03%6,708CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$238,7340.03%2,984CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$237,3950.03%2,119CommonNONE
808513105SCHWSCHWAB CHARLES CORP$235,9080.03%4,162CommonNONE
92189F643MOATVANECK ETF TRUST$235,4280.03%2,951CommonNONE
200340107CMACOMERICA INC$231,0240.03%5,454CommonNONE
H2906T109GRMNGARMIN LTD$230,5040.03%2,210CommonNONE
46982L108JJACOBS SOLUTIONS INC$230,0530.03%1,935CommonNONE
071813109BAXBAXTER INTL INC$229,3620.03%5,034CommonNONE
92556V106VTRSVIATRIS INC$228,6240.03%22,907CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$227,8710.03%2,415CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$224,5600.03%9,008CommonNONE
418056107HASHASBRO INC$224,3560.03%3,464CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$222,3190.02%1,966CommonNONE
974637100WGOWINNEBAGO INDS INC$220,9440.02%3,313CommonNONE
816851109SRESEMPRA$218,0220.02%1,498CommonNONE
963320106WHRWHIRLPOOL CORP$217,3630.02%1,461CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$215,6730.02%6,436CommonNONE
651639106NEMNEWMONT CORP$215,0480.02%5,041CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$212,4530.02%3,768CommonNONE
464287101OEFISHARES TR$212,2370.02%1,025CommonNONE
969457100WMBWILLIAMS COS INC$210,3650.02%6,447CommonNONE
46432F842IEFAISHARES TR$208,4100.02%3,087CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$207,2970.02%6,754CommonNONE
60770K107MRNAMODERNA INC$204,8530.02%1,686CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$203,2680.02%1,384CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$202,5140.02%3,744CommonNONE
127190304CACICACI INTL INC$201,7770.02%592CommonNONE
921909768VXUSVANGUARD STAR FDS$201,2990.02%3,590CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$201,2470.02%2,953CommonNONE
892356106TSCOTRACTOR SUPPLY CO$200,8790.02%909CommonNONE
708430103PENNS WOODS BANCORP INC$200,7020.02%8,018CommonNONE
34959E109FTNTFORTINET INC$200,2420.02%2,649CommonNONE
91529Y106UNMUNUM GROUP$200,1280.02%4,196CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$185,7060.02%17,227CommonNONE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$166,1850.02%12,095CommonNONE
09255G107MPABLACKROCK MUNIYIELD PA QLTY$141,3640.02%12,093CommonNONE
602496101MDXGMIMEDX GROUP INC$140,6280.02%21,275CommonNONE
37954Y236DTCRGLOBAL X FDS$138,1900.02%10,161CommonNONE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$121,6030.01%12,720CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$90,8230.01%10,890CommonSOLE
876511106TGBTASEKO MINES LTD$57,9150.01%40,500CommonNONE
836100107SOUNSOUNDHOUND AI INC$48,9130.01%10,750CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.