Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 04-29-2024 | 03-31-2024 | 85 | 242,789,090 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $36,855,637 | 87,601 | 0.02 | 0.01 | -19,891 | -18.50 | 03-31-2024 |
APPLE INC | COM | 2 | $29,477,963 | 171,903 | 0.01 | 0.02 | -51,085 | -22.91 | 03-31-2024 |
AMAZON COM INC | COM | 3 | $20,876,640 | 115,737 | 0.01 | 0.01 | -57,974 | -33.37 | 03-31-2024 |
ISHARES TR | CORE S&P500 ETF | 4 | $19,178,432 | 36,480 | 0.01 | 0.01 | 2,388 | 7.00 | 03-31-2024 |