Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 04-29-2024 | 03-31-2024 | 85 | 242,789,090 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $747,448 | 4,725 | 0.00 | 0.00 | -543 | -10.31 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 52 | $726,030 | 11,360 | 0.00 | 0.00 | -521 | -4.39 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $625,060 | 2,405 | 0.00 | 0.00 | -1,755 | -42.19 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 54 | $586,115 | 38,459 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
