Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 07-12-2024 | 06-30-2024 | 87 | 259,903,969 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $39,178,908 | 87,658 | 0.02 | 0.02 | 57 | 0.07 | 06-30-2024 |
APPLE INC | COM | 2 | $35,973,978 | 170,800 | 0.01 | 0.01 | -1,103 | -0.64 | 06-30-2024 |
AMAZON COM INC | COM | 3 | $22,408,884 | 115,958 | 0.01 | 0.01 | 221 | 0.19 | 06-30-2024 |
ISHARES TR | CORE S&P500 ETF | 4 | $20,986,077 | 38,350 | 0.01 | 0.01 | 1,870 | 5.13 | 06-30-2024 |