Pennsylvania Capital Management Inc /Adv
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $37.77M | 10.8% |
| ISHARES TR | $29.78M | 8.5% |
| MICROSOFT CORP | $28.65M | 8.2% |
| J P MORGAN EXCHANGE TRADED F | $21.26M | 6.1% |
| SCHWAB STRATEGIC TR | $18.81M | 5.4% |
| BLACKROCK ETF TRUST II | $18.62M | 5.3% |
| Amazon.com Inc | $18.15M | 5.2% |
| NVIDIA Corp | $13.94M | 4.0% |
| SCHWAB STRATEGIC TR | $13.53M | 3.9% |
| VANGUARD WORLD FD | $11.31M | 3.2% |
| JOHNSON & JOHNSON | $10.49M | 3.0% |
| VANGUARD INDEX FDS | $10.19M | 2.9% |
| ISHARES TR | $7.97M | 2.3% |
| Alphabet Inc. | $6.23M | 1.8% |
| VANECK ETF TRUST | $5.33M | 1.5% |
| Vulcan Materials Co | $4.17M | 1.2% |
| ELI LILLY & Co | $3.81M | 1.1% |
| iShares MSCI UAE ETF | $3.69M | 1.1% |
| Tesla Inc | $3.44M | 1.0% |
| SELECT SECTOR SPDR TR | $3.35M | 1.0% |
| STATE STR SPDR S&P 500 ETF T | $3.19M | 0.9% |
| ISHARES TR | $3.18M | 0.9% |
| ISHARES TR | $3.08M | 0.9% |
| ISHARES TR | $2.64M | 0.8% |
| VANGUARD INDEX FDS | $2.55M | 0.7% |
| SCHWAB STRATEGIC TR | $2.43M | 0.7% |
| SCHWAB STRATEGIC TR | $2.29M | 0.7% |
| CITIZENS & NORTHERN CORPCZNC | $2.23M | 0.6% |
| VANGUARD INDEX FDS | $2.00M | 0.6% |
| Warren E. Buffett | $1.93M | 0.6% |
| Alphabet Inc. | $1.85M | 0.5% |
| EXXON MOBIL CORP | $1.79M | 0.5% |
| ANALOG DEVICES INC | $1.65M | 0.5% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $1.64M | 0.5% |
| VANGUARD WHITEHALL FDS | $1.55M | 0.4% |
| Morgan Stanley | $1.45M | 0.4% |
| RTX Corp | $1.45M | 0.4% |
| SCHWAB STRATEGIC TR | $1.37M | 0.4% |
| VANGUARD INDEX FDS | $1.26M | 0.4% |
| VANGUARD WORLD FD | $1.25M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $1.24M | 0.4% |
| NEXTERA ENERGY INC | $1.22M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $1.21M | 0.3% |
| VANGUARD INDEX FDS | $1.19M | 0.3% |
| ISHARES TR | $1.17M | 0.3% |
| WEDBUSH SER TR | $1.09M | 0.3% |
| ISHARES TR | $1.06M | 0.3% |
| SCHWAB STRATEGIC TR | $1.06M | 0.3% |
| Meta Platforms Inc | $897.3K | 0.3% |
| JPMORGAN CHASE & CO | $799.0K | 0.2% |