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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
97
18
17
5
10
0
63
29
11
PENNSYLVANIA TRUST CO

Time Period2019-06-30

Total Holdings368

Total Value ($x1000)2,438,477
Activities
New67

Increased103

Unchanged59

Decreased139

Sold Out18

Top 10 Stock Holdingstotal 21.3%
IVV2.72

MSFT2.71

JNJ2.39

AAPL2.36

IWR2.09

 
V1.94

CMCSA1.85

AMT1.83

JPM1.71

NEE1.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
2.72%
CORE S&P500 ETF
MSFT
2.71%
COM
JNJ
2.39%
COM
AAPL
2.36%
COM
IWR
2.09%
RUS MID-CAP ETF
V
1.94%
COM CL A
CMCSA
1.85%
CL A
AMT
1.83%
COM
JPM
1.71%
COM
NEE
1.7%
COM
XOM
1.65%
COM
HD
1.61%
COM
MRK
1.6%
COM
PEP
1.52%
COM
ACWX
1.52%
MSCI ACWI US ETF
UNP
1.45%
COM
CVX
1.41%
COM
DIS
1.37%
COM DISNEY
ABT
1.28%
COM
ADBE
1.22%
COM
MA
1.2%
CL A
CSCO
1.17%
COM
PG
1.1%
COM
IWM
1.1%
RUSSELL 2000 ETF
ADP
1.07%
COM
PFE
1.02%
COM
HON
1%
COM
IEFA
0.99%
CORE MSCI EAFE
ACN
0.98%
SHS CLASS A
USMV
0.96%
USA MIN VOL ETF
VIG
0.95%
DIV APP ETF
BRK.B
0.9%
CL B NEW
VZ
0.87%
COM
MCD
0.84%
COM
IJR
0.8%
CORE S&P SCP ETF
IJH
0.78%
CORE S&P MCP ETF
INTC
0.75%
COM
APD
0.75%
COM
BR
0.75%
COM
USB
0.74%
COM NEW
AMZN
0.74%
COM
UPS
0.72%
CL B
TMO
0.72%
COM
AON
0.71%
SHS CL A
QUAL
0.69%
MSCI USA QLT FAC
MMM
0.67%
COM
AGG
0.65%
CORE TOTUSBD ETF
GOOGL
0.62%
CAP STK CL A
WM
0.59%
COM
TEL
0.57%
REG SHS
DEO
0.56%
SPON ADR NEW
BRK.A
0.55%
CL A
DG
0.54%
COM
ABBV
0.53%
COM
UTX
0.52%
COM
PYPL
0.52%
COM
AMGN
0.51%
COM
AXP
0.49%
COM
IDV
0.49%
INTL SEL DIV ETF
SWK
0.48%
COM
VFC
0.47%
COM
SDY
0.47%
S&P DIVID ETF
TYL
0.46%
COM
FISV
0.45%
COM
STI
0.44%
COM
COST
0.44%
COM
SPG
0.43%
COM
WSO
0.43%
COM
D
0.42%
COM
HEI/A
0.4%
CL A
SCHR
0.4%
INTRM TRM TRES
IBM
0.39%
COM
ZTS
0.39%
CL A
IWB
0.38%
RUS 1000 ETF
FB
0.38%
CL A
GOOG
0.38%
CAP STK CL C
HSY
0.37%
COM
T
0.37%
COM
RTN
0.37%
COM NEW
ATRI
0.36%
COM
DOW
0.36%
COM
SBUX
0.35%
COM
AVGO
0.34%
COM
VV
0.34%
LARGE CAP ETF
ORCL
0.33%
COM
CMD
0.33%
COM
KEY
0.31%
COM
BLK
0.31%
COM
LLY
0.3%
COM
MCO
0.3%
COM
CVS
0.29%
COM
MSCI
0.29%
COM
MDT
0.28%
SHS
NKE
0.28%
CL B
ICE
0.28%
COM
CHD
0.28%
COM
BDX
0.27%
COM
KO
0.27%
COM
UNH
0.27%
COM
MMC
0.27%
COM
BMY
0.27%
COM
PNC
0.27%
COM
ROP
0.26%
COM
SPY
0.26%
TR UNIT
ECL
0.26%
COM
KMB
0.25%
COM
TXN
0.25%
COM
TROW
0.25%
COM
BKNG
0.24%
COM
FCNCA
0.24%
CL A
JPST
0.24%
ULTRA SHRT INC
CL
0.24%
COM
WFC
0.23%
COM
HIFS
0.23%
COM
NVS
0.23%
SPONSORED ADR
VWO
0.23%
FTSE EMR MKT ETF
CB
0.23%
COM
PSX
0.23%
COM
HRS
0.22%
COM
BA
0.22%
COM
CTAS
0.22%
COM
WMT
0.22%
COM
EMR
0.21%
COM
QCOM
0.21%
COM
FIS
0.2%
COM
EFA
0.19%
MSCI EAFE ETF
SYY
0.19%
COM
AWK
0.19%
COM
EW
0.18%
COM
CCL
0.18%
PAIRED CTF
ADI
0.18%
COM
TIP
0.18%
TIPS BD ETF
CAT
0.18%
COM
DLR
0.18%
COM
CDW
0.18%
COM
BCPC
0.17%
COM
ANSS
0.17%
COM
IVW
0.17%
S&P 500 GRWT ETF
LMT
0.16%
COM
ETN
0.16%
SHS
AXGN
0.16%
COM
AMP
0.15%
COM
EWJ
0.15%
MSCI JPN ETF NEW
LIN
0.15%
COM
RDS/B
0.15%
SPON ADR B
TD
0.15%
COM NEW
ESGD
0.14%
MSCI EAFE ESG
ROST
0.14%
COM
WTR
0.14%
COM
MDLZ
0.13%
CL A
GLW
0.13%
COM
PM
0.13%
COM
PAYC
0.13%
COM
COP
0.12%
COM
NSC
0.12%
COM
GIS
0.11%
COM
FDX
0.11%
COM
BAC
0.11%
COM
CI
0.11%
COM
ENB
0.11%
COM
DXJ
0.11%
JAPN HEDGE EQT
OXY
0.1%
COM
ULTA
0.1%
COM
IWD
0.1%
RUS 1000 VAL ETF
GE
0.1%
COM
EEM
0.1%
MSCI EMG MKT ETF
MO
0.1%
COM
ITW
0.1%
COM
WPC
0.09%
COM
MMP
0.09%
COM UNIT RP LP
OMC
0.09%
COM
FHN
0.09%
COM
OEF
0.09%
S&P 100 ETF
SWKS
0.09%
COM
INTU
0.09%
COM
IWF
0.09%
RUS 1000 GRW ETF
DHI
0.08%
COM
SYK
0.08%
COM
TSCO
0.08%
COM
EPD
0.08%
COM
CELG
0.08%
COM
URI
0.08%
COM
CRM
0.08%
COM
NXPI
0.08%
COM
BMTC
0.08%
COM
UGI
0.08%
COM
CNI
0.08%
COM
PII
0.08%
COM
ALGN
0.08%
COM
WY
0.07%
COM
TJX
0.07%
COM
UL
0.07%
SPON ADR NEW
CSX
0.07%
COM
PPL
0.07%
COM
KWR
0.07%
COM
VNQ
0.07%
REIT ETF
TGT
0.07%
COM
JCI
0.07%
SHS
PAYX
0.07%
COM
CSJ
0.07%
1-3 YR CR BD ETF
VXUS
0.07%
VG TL INTL STK F
MS
0.07%
COM NEW
CMI
0.07%
COM
SLB
0.06%
COM
COF
0.06%
COM
NTRS
0.06%
COM
LOW
0.06%
COM
SHW
0.06%
COM
SO
0.06%
COM
SJM
0.06%
COM NEW
C
0.06%
COM NEW
PPG
0.06%
COM
BP
0.06%
SPONSORED ADR
YUM
0.06%
COM
MCHP
0.06%
COM
GDX
0.06%
GOLD MINERS ETF
TRV
0.06%
COM
WWD
0.05%
COM
VEEV
0.05%
CL A COM
DVY
0.05%
SELECT DIVID ETF
MTUM
0.05%
MSCI USAMOMFCT
VTI
0.05%
TOTAL STK MKT
EXC
0.05%
COM
IEMG
0.05%
CORE MSCI EMKT
CINF
0.05%
COM
XYL
0.05%
COM
GDXJ
0.05%
JR GOLD MINERS E
VO
0.05%
MID CAP ETF
VRAY
0.05%
COM
WAT
0.04%
COM
HRB
0.04%
COM
VRTX
0.04%
COM
IJK
0.04%
S&P MC 400GR ETF
DUK
0.04%
COM NEW
HBI
0.04%
COM
RDS/A
0.04%
SPONS ADR A
IBB
0.04%
NASDQ BIOTEC ETF
ZMH
0.04%
COM
ISRG
0.04%
COM NEW
GSK
0.04%
SPONSORED ADR
EOG
0.04%
COM
GILD
0.04%
COM
FXC
0.04%
CDN DLR SHS
HAL
0.04%
COM
PEG
0.04%
COM
HDS
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
VB
0.04%
SMALL CP ETF
PH
0.04%
COM
VEA
0.04%
FTSE DEV MKT ETF
SPGI
0.04%
COM
PRU
0.03%
COM
GD
0.03%
COM
AIG
0.03%
COM NEW
NOC
0.03%
COM
ETE
0.03%
COM UT LTD PTN
GS
0.03%
COM
ALL
0.03%
COM
CME
0.03%
COM
AFL
0.03%
COM
IWS
0.03%
RUS MDCP VAL ETF
OKE
0.03%
COM
IGR
0.03%
COM
TFX
0.03%
COM
WBS
0.03%
COM
TMK
0.03%
COM
DOV
0.03%
COM
FUL
0.03%
COM
EZU
0.03%
EMU ETF
BAX
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
DHR
0.03%
COM
CAG
0.03%
COM
HEDJ
0.03%
EUROPE HEDGED EQ
VAR
0.03%
COM
VYM
0.03%
HIGH DIV YLD
CLX
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
SENEA
0.03%
CL A
STZ
0.03%
CL A
VGK
0.03%
FTSE EUROPE ETF
NVDA
0.03%
COM
BBT
0.02%
COM
ESML
0.02%
MSCI USA SMALL
TYG
0.02%
COM
RPM
0.02%
COM
BSV
0.02%
SHORT TRM BOND
SCPB
0.02%
BARC SHT TR CP
CPB
0.02%
COM
ROK
0.02%
COM
MKC
0.02%
COM NON VTG
CHKP
0.02%
ORD
K
0.02%
COM
AEP
0.02%
COM
BF/B
0.02%
CL B
AJG
0.02%
COM
VEU
0.02%
ALLWRLD EX US
WEC
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF
SLQD
0.02%
0-5YR INVT GR CP
ED
0.02%
COM
NJR
0.02%
COM
BNS
0.02%
COM
KRE
0.02%
S&P REGL BKG
XLF
0.02%
SBI INT-FINL
WLTW
0.02%
SHS
GLD
0.02%
GOLD SHS
EFG
0.02%
EAFE GRWTH ETF
BK
0.02%
COM
MET
0.02%
COM
BX
0.02%
COM UNIT LTD
LH
0.02%
COM NEW
NFG
0.02%
COM
IWO
0.02%
RUS 2000 GRW ETF
VGT
0.02%
INF TECH ETF
BND
0.02%
TOTAL BND MRKT
YUMC
0.01%
COM
NFLX
0.01%
COM
KHC
0.01%
COM
MDY
0.01%
UTSER1 S&PDCRP
IAT
0.01%
US REGNL BKS ETF
HBAN
0.01%
COM
PANW
0.01%
COM
AFG
0.01%
COM
CG
0.01%
COM UTS LTD PTN
DFS
0.01%
COM
MTD
0.01%
COM
MUB
0.01%
NAT AMT FREE BD
PGR
0.01%
COM
XLK
0.01%
TECHNOLOGY
GWW
0.01%
COM
AMAT
0.01%
COM
SLF
0.01%
COM
HCP
0.01%
COM
ARRY
0.01%
COM
LNC
0.01%
COM
IJJ
0.01%
S&P MC 400VL ETF
KMI
0.01%
COM
ESS
0.01%
COM
SCHX
0.01%
US LRG CAP ETF
CERN
0.01%
COM
MTB
0.01%
COM
WBA
0.01%
COM
TSM
0.01%
SPONSORED ADR
HCN
0.01%
COM
CCK
0.01%
COM
ROL
0.01%
COM
IFF
0.01%
COM
PHO
0.01%
WATER RES ETF
RSP
0.01%
S&P500 EQL WGT
HE
0.01%
COM
ADM
0.01%
COM
IR
0.01%
SHS
NVO
0.01%
ADR
AVB
0.01%
COM
PFS
0.01%
COM
DE
0.01%
COM
IJT
0.01%
SP SMCP600GR ETF
AME
0.01%
COM
DNKN
0.01%
COM
EMN
0.01%
COM
APH
0.01%
CL A
BRO
0.01%
COM
IQV
0.01%
COM
ABX
0.01%
COM
GSVC
< 0.01%
COM
CHK
< 0.01%
COM
NLNK
< 0.01%
COM
EEMV
6.46%
EM MK MINVOL ETF
IAU
5.26%
ISHARES
VBR
1.37%
SM CP VAL ETF
DWDP
1.1%
COM
TOTL
0.46%
SPDR TR TACTIC
MTN
0.14%
COM
VFH
0.08%
FINANCIALS ETF
XLV
0.06%
SBI HEALTHCARE
JNK
0.02%
BRC HGH YLD BD
RWX
0.02%
DJ INTL RL ETF
FSTA
0.02%
CONSMR STAPLES
BMO
0.01%
COM
FDIS
0.01%
MSCI CONSM DIS
DATA
0.01%
CL A
GPN
0.01%
COM
ORLY
0.01%
COM
BUD
0.01%
SPONSORED ADR
NTR
0.01%
COM