$529 Million is the total value of Kistler-Tiffany Companies, LLC's 776 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 22.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $96,843,000 | -2.7% | 464,495 | +3.1% | 18.30% | -5.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $13,964,000 | -3.3% | 61,335 | +2.6% | 2.64% | -6.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $13,428,000 | -0.6% | 104,813 | +0.2% | 2.54% | -3.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,505,000 | -0.8% | 218,720 | +5.5% | 1.98% | -4.1% |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $9,867,000 | – | 194,854 | +100.0% | 1.86% | – |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $9,779,000 | -1.1% | 184,059 | +3.9% | 1.85% | -4.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,833,000 | -3.0% | 54,468 | +2.8% | 1.67% | -6.1% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $8,537,000 | -7.4% | 36,265 | +2.5% | 1.61% | -10.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $8,334,000 | -4.7% | 31,058 | +0.5% | 1.58% | -7.8% |
| GSEW | Buy | GOLDMAN SACHS ETF TRequal weight us | $7,334,000 | -4.4% | 109,231 | +1.8% | 1.39% | -7.5% |
| ICSH | New | ISHARES TRblackrock ultra | $7,062,000 | – | 140,827 | +100.0% | 1.33% | – |
| MSFT | Buy | MICROSOFT CORP | $6,727,000 | -1.9% | 21,818 | +7.0% | 1.27% | -5.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,102,000 | -3.7% | 2,194 | +0.3% | 1.15% | -6.9% |
| AMZN | Buy | AMAZON COM INC | $4,398,000 | -1.1% | 1,349 | +1.1% | 0.83% | -4.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,364,000 | +44.1% | 27,670 | +48.7% | 0.82% | +39.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $4,266,000 | -0.4% | 15,364 | +9.7% | 0.81% | -3.6% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $4,235,000 | +275.1% | 180,232 | +311.3% | 0.80% | +262.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,186,000 | -0.1% | 19,696 | +6.2% | 0.79% | -3.4% |
| PEP | Buy | PEPSICO INC | $4,115,000 | -3.5% | 24,588 | +0.2% | 0.78% | -6.6% |
| FDX | Buy | FEDEX CORP | $3,357,000 | -7.4% | 14,508 | +3.5% | 0.63% | -10.5% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $3,147,000 | +4.3% | 29,321 | +3.9% | 0.60% | +1.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,811,000 | -12.2% | 20,620 | +2.0% | 0.53% | -15.0% |
| DOW | Buy | DOW INC | $2,564,000 | +486.7% | 40,238 | +422.8% | 0.48% | +469.4% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $2,557,000 | +11.3% | 27,382 | +15.1% | 0.48% | +7.6% |
| PFS | Buy | PROVIDENT FINL SVCS INC | $2,472,000 | -3.4% | 105,659 | +0.0% | 0.47% | -6.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,468,000 | -6.6% | 16,155 | +0.0% | 0.47% | -9.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,348,000 | +2.6% | 4,077 | +1.1% | 0.44% | -0.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,235,000 | +292.8% | 4,948 | +313.0% | 0.42% | +280.2% |
| TGT | Buy | TARGET CORP | $2,151,000 | +2.8% | 10,134 | +12.1% | 0.41% | -0.7% |
| CAT | Buy | CATERPILLAR INC | $2,147,000 | +7.9% | 9,637 | +0.1% | 0.41% | +4.4% |
| ABBV | Buy | ABBVIE INC | $2,117,000 | +21.2% | 13,061 | +1.3% | 0.40% | +17.3% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $2,038,000 | -0.7% | 10,478 | +3.6% | 0.38% | -4.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,931,000 | +116.7% | 14,851 | +122.7% | 0.36% | +109.8% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,715,000 | +207.3% | 14,299 | +215.7% | 0.32% | +197.2% |
| CVX | Buy | CHEVRON CORP NEW | $1,601,000 | +40.2% | 9,830 | +1.0% | 0.30% | +35.9% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,600,000 | +256.3% | 21,744 | +291.1% | 0.30% | +243.2% |
| IEUR | Buy | ISHARES TRcore msci euro | $1,549,000 | -3.6% | 29,014 | +5.0% | 0.29% | -6.7% |
| CRM | Buy | SALESFORCE COM INC | $1,431,000 | -0.2% | 6,739 | +19.4% | 0.27% | -3.6% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,423,000 | -0.5% | 5,593 | +4.2% | 0.27% | -3.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,414,000 | -2.9% | 506 | +0.6% | 0.27% | -6.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $1,291,000 | +444.7% | 40,036 | +448.4% | 0.24% | +430.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,234,000 | +9.1% | 3,452 | +9.7% | 0.23% | +5.4% |
| GLD | Buy | SPDR GOLD TR | $1,195,000 | +6.2% | 6,617 | +0.6% | 0.23% | +2.7% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,180,000 | +623.9% | 27,096 | +633.1% | 0.22% | +596.9% |
| BP | Buy | BP PLCsponsored adr | $1,172,000 | +392.4% | 39,871 | +345.4% | 0.22% | +380.4% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,155,000 | +2.1% | 6,962 | +3.4% | 0.22% | -1.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,155,000 | -2.3% | 2,535 | +21.6% | 0.22% | -5.6% |
| NVDA | Buy | NVIDIA CORPORATION | $1,155,000 | +89.0% | 4,232 | +103.6% | 0.22% | +83.2% |
| CTVA | Buy | CORTEVA INC | $1,127,000 | +682.6% | 19,608 | +545.2% | 0.21% | +660.7% |
| SBUX | Buy | STARBUCKS CORP | $1,108,000 | -15.6% | 12,175 | +8.5% | 0.21% | -18.4% |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,105,000 | – | 22,133 | +100.0% | 0.21% | – |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,060,000 | +39.8% | 1,702 | +25.0% | 0.20% | +35.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,060,000 | -0.1% | 20,814 | +1.9% | 0.20% | -3.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,051,000 | -4.9% | 2,317 | +0.0% | 0.20% | -7.9% |
| FB | Buy | META PLATFORMS INCcl a | $1,047,000 | -23.5% | 4,709 | +15.8% | 0.20% | -25.8% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,037,000 | -7.7% | 4,503 | +0.5% | 0.20% | -10.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $994,000 | +35.2% | 21,538 | +45.0% | 0.19% | +30.6% |
| CMI | Buy | CUMMINS INC | $989,000 | +5.2% | 4,823 | +12.0% | 0.19% | +1.6% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $970,000 | -3.0% | 23,137 | +3.9% | 0.18% | -6.2% |
| INTC | Buy | INTEL CORP | $875,000 | -2.5% | 17,654 | +1.4% | 0.16% | -5.7% |
| BA | Buy | BOEING CO | $843,000 | -2.0% | 4,404 | +3.1% | 0.16% | -5.4% |
| COP | Buy | CONOCOPHILLIPS | $802,000 | +1905.0% | 8,016 | +1357.5% | 0.15% | +1800.0% |
| LLY | Buy | LILLY ELI & CO | $755,000 | +46.3% | 2,637 | +41.1% | 0.14% | +41.6% |
| ZTS | Buy | ZOETIS INCcl a | $751,000 | -21.5% | 3,981 | +1.5% | 0.14% | -24.1% |
| SQ | Buy | BLOCK INCcl a | $738,000 | +11.0% | 5,444 | +32.2% | 0.14% | +6.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $678,000 | +6.8% | 4,590 | +6.4% | 0.13% | +3.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $666,000 | +104.3% | 11,988 | +120.3% | 0.13% | +96.9% |
| LRCX | Buy | LAM RESEARCH CORP | $658,000 | +1.4% | 1,224 | +35.5% | 0.12% | -2.4% |
| SPHB | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $647,000 | +482.9% | 8,515 | +506.0% | 0.12% | +454.5% |
| HDV | Buy | ISHARES TRcore high dv etf | $646,000 | +6.1% | 6,042 | +0.2% | 0.12% | +2.5% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $641,000 | +327.3% | 12,522 | +329.0% | 0.12% | +317.2% |
| UNP | Buy | UNION PAC CORP | $639,000 | +47.9% | 2,340 | +36.6% | 0.12% | +44.0% |
| NKE | Buy | NIKE INCcl b | $634,000 | +14.0% | 4,708 | +41.1% | 0.12% | +10.1% |
| HON | Buy | HONEYWELL INTL INC | $636,000 | +23.0% | 3,267 | +31.8% | 0.12% | +18.8% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $616,000 | +10166.7% | 8,151 | +10088.8% | 0.12% | +11500.0% |
| MOS | New | MOSAIC CO NEW | $565,000 | – | 8,500 | +100.0% | 0.11% | – |
| LOW | Buy | LOWES COS INC | $563,000 | -8.3% | 2,785 | +17.2% | 0.11% | -11.7% |
| PLD | Buy | PROLOGIS INC. | $556,000 | +24.9% | 3,441 | +30.2% | 0.10% | +20.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $537,000 | -3.9% | 4,935 | +4.8% | 0.10% | -7.3% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $534,000 | -9.3% | 6,914 | +0.0% | 0.10% | -12.2% |
| SONO | Buy | SONOS INC | $529,000 | +368.1% | 18,742 | +392.7% | 0.10% | +354.5% |
| SPR | Buy | SPIRIT AEROSYSTEMS HLDGS INC | $521,000 | +13.8% | 10,650 | +0.3% | 0.10% | +10.1% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $505,000 | +54.9% | 2,034 | +33.2% | 0.10% | +48.4% |
| ET | Buy | ENERGY TRANSFER L P | $500,000 | +40.8% | 44,689 | +3.6% | 0.09% | +36.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $491,000 | +4.2% | 4,492 | +37.3% | 0.09% | +1.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $487,000 | +12.7% | 824 | +27.4% | 0.09% | +9.5% |
| MS | Buy | MORGAN STANLEY | $481,000 | +3.4% | 5,508 | +16.3% | 0.09% | 0.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $472,000 | +27.6% | 6,039 | +32.6% | 0.09% | +23.6% |
| NFLX | Buy | NETFLIX INC | $463,000 | +36.6% | 1,236 | +119.5% | 0.09% | +31.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $443,000 | +22.0% | 1,343 | +41.5% | 0.08% | +18.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $434,000 | -0.9% | 7,533 | +5.4% | 0.08% | -4.7% |
| TJX | Buy | TJX COS INC NEW | $429,000 | -4.2% | 7,079 | +20.1% | 0.08% | -8.0% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $397,000 | +37.8% | 2,046 | +39.9% | 0.08% | +33.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $398,000 | +21.7% | 1,938 | +31.9% | 0.08% | +17.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $386,000 | +15.9% | 1,599 | +0.1% | 0.07% | +12.3% |
| GILD | Buy | GILEAD SCIENCES INC | $384,000 | +217.4% | 6,466 | +288.3% | 0.07% | +204.2% |
| BLK | Buy | BLACKROCK INC | $370,000 | -16.3% | 485 | +0.4% | 0.07% | -18.6% |
| D | Buy | DOMINION ENERGY INC | $347,000 | +18.4% | 4,082 | +9.3% | 0.07% | +15.8% |
| T | Buy | AT&T INC | $349,000 | +8.7% | 14,775 | +13.3% | 0.07% | +4.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $344,000 | +19.9% | 3,176 | +28.6% | 0.06% | +16.1% |
| PSX | Buy | PHILLIPS 66 | $344,000 | +1811.1% | 3,987 | +1469.7% | 0.06% | +1525.0% |
| PFFV | New | GLOBAL X FDSrate preferred | $337,000 | – | 12,915 | +100.0% | 0.06% | – |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $316,000 | +14.9% | 5,419 | +19.4% | 0.06% | +11.1% |
| NEE | Buy | NEXTERA ENERGY INC | $311,000 | -9.1% | 3,668 | +0.1% | 0.06% | -11.9% |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $313,000 | – | 15,040 | +100.0% | 0.06% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $307,000 | -2.5% | 2,842 | +3.4% | 0.06% | -6.5% |
| GM | Buy | GENERAL MTRS CO | $295,000 | +48.2% | 6,736 | +98.7% | 0.06% | +43.6% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $292,000 | +25.9% | 5,868 | +5.4% | 0.06% | +22.2% |
| URI | Buy | UNITED RENTALS INC | $281,000 | +106.6% | 790 | +93.6% | 0.05% | +96.3% |
| FMC | Buy | FMC CORP | $282,000 | +63.0% | 2,145 | +36.6% | 0.05% | +55.9% |
| COMP | Buy | COMPASS INCcl a | $282,000 | +2069.2% | 35,868 | +2431.3% | 0.05% | +1666.7% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $276,000 | +31.4% | 3,407 | +42.7% | 0.05% | +26.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $277,000 | +1.8% | 2,395 | +65.9% | 0.05% | -1.9% |
| IBB | Buy | ISHARES TRishares biotech | $270,000 | -14.6% | 2,071 | +0.0% | 0.05% | -17.7% |
| WMT | Buy | WALMART INC | $272,000 | +10.6% | 1,828 | +7.3% | 0.05% | +6.2% |
| DHI | Buy | D R HORTON INC | $263,000 | -7.4% | 3,527 | +34.7% | 0.05% | -9.1% |
| VOX | Buy | VANGUARD WORLD FDS | $258,000 | +24.0% | 2,147 | +39.6% | 0.05% | +19.5% |
| MFC | Buy | MANULIFE FINL CORP | $261,000 | +15.5% | 12,203 | +3.1% | 0.05% | +11.4% |
| DG | Buy | DOLLAR GEN CORP NEW | $260,000 | +17.6% | 1,169 | +24.5% | 0.05% | +14.0% |
| BEN | New | FRANKLIN RESOURCES INC | $252,000 | – | 9,035 | +100.0% | 0.05% | – |
| ING | Buy | ING GROEP N.V.sponsored adr | $255,000 | +810.7% | 24,475 | +1123.8% | 0.05% | +860.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $252,000 | +44.8% | 4,015 | +53.2% | 0.05% | +41.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $249,000 | -15.9% | 1,894 | +2.2% | 0.05% | -19.0% |
| AR | New | ANTERO RESOURCES CORP | $241,000 | – | 7,905 | +100.0% | 0.05% | – |
| PDN | Buy | INVESCO EXCH TRADED FD TR IIftse rafi sml | $245,000 | +48.5% | 7,105 | +58.8% | 0.05% | +43.8% |
| ALB | Buy | ALBEMARLE CORP | $236,000 | -3.7% | 1,069 | +1.9% | 0.04% | -6.2% |
| CC | New | CHEMOURS CO | $240,000 | – | 7,635 | +100.0% | 0.04% | – |
| LUV | Buy | SOUTHWEST AIRLS CO | $235,000 | +7.8% | 5,137 | +1.1% | 0.04% | +2.3% |
| New | SHELL PLCspon ads | $218,000 | – | 3,974 | +100.0% | 0.04% | – | |
| IEFA | Buy | ISHARES TRcore msci eafe | $204,000 | -6.4% | 2,938 | +0.7% | 0.04% | -9.3% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $204,000 | +5.7% | 1,039 | +7.8% | 0.04% | +2.6% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $203,000 | +78.1% | 3,343 | +101.5% | 0.04% | +72.7% |
| KR | Buy | KROGER CO | $203,000 | +65.0% | 3,540 | +30.4% | 0.04% | +58.3% |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $197,000 | -2.5% | 3,027 | +6.8% | 0.04% | -5.1% |
| EXC | Buy | EXELON CORP | $194,000 | -17.4% | 4,078 | +0.1% | 0.04% | -19.6% |
| PPG | Buy | PPG INDS INC | $197,000 | -24.2% | 1,507 | +0.1% | 0.04% | -27.5% |
| LULU | Buy | LULULEMON ATHLETICA INC | $193,000 | +12.9% | 528 | +21.1% | 0.04% | +9.1% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $189,000 | +243.6% | 1,767 | +149.9% | 0.04% | +227.3% |
| WFC | Buy | WELLS FARGO CO NEW | $183,000 | +1.1% | 3,780 | +0.1% | 0.04% | 0.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $185,000 | +153.4% | 741 | +208.8% | 0.04% | +150.0% |
| IDV | Buy | ISHARES TRintl sel div etf | $184,000 | +6.4% | 5,798 | +4.4% | 0.04% | +2.9% |
| SYK | Buy | STRYKER CORPORATION | $180,000 | +800.0% | 674 | +798.7% | 0.03% | +750.0% |
| ALL | Buy | ALLSTATE CORP | $169,000 | +76.0% | 1,220 | +49.7% | 0.03% | +68.4% |
| ITA | Buy | ISHARES TRus aer def etf | $172,000 | +8.2% | 1,552 | +0.1% | 0.03% | +3.2% |
| Buy | PROSHARES TRbitcoin strate | $163,000 | +79.1% | 5,698 | +80.3% | 0.03% | +72.2% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $153,000 | +37.8% | 672 | +24.2% | 0.03% | +31.8% |
| ENB | Buy | ENBRIDGE INC | $155,000 | +17.4% | 3,370 | +0.1% | 0.03% | +11.5% |
| FRBA | New | FIRST BK WILLIAMSTOWN NEW JE | $148,000 | – | 10,400 | +100.0% | 0.03% | – |
| ES | Buy | EVERSOURCE ENERGY | $136,000 | -2.2% | 1,537 | +0.5% | 0.03% | -3.7% |
| GOOS | Buy | CANADA GOOSE HLDGS INC | $136,000 | +32.0% | 5,162 | +86.6% | 0.03% | +30.0% |
| KLAC | Buy | KLA CORP | $131,000 | +589.5% | 357 | +693.3% | 0.02% | +525.0% |
| SO | Buy | SOUTHERN CO | $125,000 | +56.2% | 1,722 | +47.1% | 0.02% | +50.0% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $124,000 | +77.1% | 3,389 | +88.6% | 0.02% | +64.3% |
| QTUM | Buy | ETF SER SOLUTIONSdefiance quant | $122,000 | +7.0% | 2,406 | +17.5% | 0.02% | +4.5% |
| NOW | Buy | SERVICENOW INC | $122,000 | +0.8% | 219 | +17.1% | 0.02% | -4.2% |
| V | Buy | VISA INC | $122,000 | +8.9% | 552 | +6.8% | 0.02% | +4.5% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $119,000 | -30.4% | 1,602 | +0.1% | 0.02% | -33.3% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $119,000 | -7.0% | 772 | +6.9% | 0.02% | -12.0% |
| EFG | New | ISHARES TReafe grwth etf | $116,000 | – | 1,207 | +100.0% | 0.02% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $109,000 | +5.8% | 1,551 | +0.3% | 0.02% | +5.0% |
| SHOP | Buy | SHOPIFY INCcl a | $105,000 | -33.1% | 156 | +36.8% | 0.02% | -35.5% |
| F | Buy | FORD MTR CO DEL | $107,000 | +5.9% | 6,356 | +30.9% | 0.02% | 0.0% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $105,000 | -16.7% | 3,615 | +3.4% | 0.02% | -20.0% |
| MEAR | New | ISHARES U S ETF TRblackrock short | $100,000 | – | 2,000 | +100.0% | 0.02% | – |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $101,000 | -11.4% | 1,315 | +1.5% | 0.02% | -13.6% |
| WELL | Buy | WELLTOWER INC | $103,000 | +53.7% | 1,073 | +37.9% | 0.02% | +46.2% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $102,000 | +88.9% | 2,556 | +100.5% | 0.02% | +72.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $102,000 | +12.1% | 1,072 | +0.5% | 0.02% | +5.6% |
| VMW | Buy | VMWARE INC | $93,000 | +1.1% | 813 | +1.9% | 0.02% | 0.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $91,000 | -19.5% | 398 | +19.2% | 0.02% | -22.7% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $92,000 | -30.3% | 608 | +7.4% | 0.02% | -34.6% |
| CSX | Buy | CSX CORP | $88,000 | 0.0% | 2,350 | +0.1% | 0.02% | 0.0% |
| LBAI | Buy | LAKELAND BANCORP INC | $91,000 | -11.7% | 5,466 | +0.6% | 0.02% | -15.0% |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $83,000 | -2.4% | 1,349 | +0.2% | 0.02% | -5.9% |
| DKNG | Buy | DRAFTKINGS INC | $86,000 | -28.3% | 4,395 | +0.9% | 0.02% | -30.4% |
| Buy | RIVIAN AUTOMOTIVE INC | $86,000 | +50.9% | 1,712 | +214.1% | 0.02% | +45.5% | |
| UGI | Buy | UGI CORP NEW | $80,000 | -20.8% | 2,203 | +0.4% | 0.02% | -25.0% |
| New | CONSTELLATION ENERGY CORP | $76,000 | – | 1,356 | +100.0% | 0.01% | – | |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $74,000 | +60.9% | 456 | +55.6% | 0.01% | +55.6% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $73,000 | -8.8% | 940 | +6.2% | 0.01% | -12.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $71,000 | -1.4% | 651 | +0.5% | 0.01% | -7.1% |
| SWK | New | STANLEY BLACK & DECKER INC | $71,000 | – | 510 | +100.0% | 0.01% | – |
| RH | Buy | RH | $71,000 | +238.1% | 218 | +445.0% | 0.01% | +225.0% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $69,000 | -6.8% | 1,214 | +2.2% | 0.01% | -7.1% |
| ANTM | New | ANTHEM INC | $64,000 | – | 131 | +100.0% | 0.01% | – |
| EMNT | New | PIMCO ETF TRenhancd short | $66,000 | – | 664 | +100.0% | 0.01% | – |
| ABNB | Buy | AIRBNB INC | $63,000 | +18.9% | 368 | +15.4% | 0.01% | +20.0% |
| OCSL | New | OAKTREE SPECIALTY LENDING CO | $56,000 | – | 7,649 | +100.0% | 0.01% | – |
| TWLO | Buy | TWILIO INCcl a | $60,000 | -36.8% | 365 | +1.4% | 0.01% | -42.1% |
| GOLD | Buy | BARRICK GOLD CORP | $60,000 | +122.2% | 2,430 | +72.3% | 0.01% | +120.0% |
| JJA | New | BARCLAYS BANK PLCipath b agrcultr | $52,000 | – | 1,957 | +100.0% | 0.01% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $53,000 | – | 690 | +100.0% | 0.01% | – |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $51,000 | -1.9% | 417 | +28.3% | 0.01% | 0.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $53,000 | -3.6% | 681 | +0.4% | 0.01% | -9.1% |
| WDAY | Buy | WORKDAY INCcl a | $54,000 | -11.5% | 224 | +0.9% | 0.01% | -16.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $43,000 | -6.5% | 426 | +0.2% | 0.01% | -11.1% |
| VTR | Buy | VENTAS INC | $43,000 | +22.9% | 694 | +0.1% | 0.01% | +14.3% |
| TECK | Buy | TECK RESOURCES LTDcl b | $43,000 | +168.8% | 1,056 | +95.9% | 0.01% | +166.7% |
| FE | Buy | FIRSTENERGY CORP | $44,000 | +10.0% | 955 | +0.2% | 0.01% | 0.0% |
| ENPH | Buy | ENPHASE ENERGY INC | $43,000 | +13.2% | 215 | +2.4% | 0.01% | +14.3% |
| FFIV | Buy | F5 INC | $43,000 | +59.3% | 205 | +86.4% | 0.01% | +60.0% |
| PDD | Buy | PINDUODUO INCsponsored ads | $41,000 | -25.5% | 1,020 | +8.5% | 0.01% | -27.3% |
| AGCO | Buy | AGCO CORP | $37,000 | +640.0% | 255 | +466.7% | 0.01% | +600.0% |
| SPMB | New | SPDR SER TRportfli mortgage | $38,000 | – | 1,583 | +100.0% | 0.01% | – |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $37,000 | +27.6% | 586 | +53.8% | 0.01% | +16.7% |
| HAL | Buy | HALLIBURTON CO | $37,000 | +68.2% | 967 | +0.2% | 0.01% | +75.0% |
| New | J P MORGAN EXCHANGE-TRADED F | $34,000 | – | 700 | +100.0% | 0.01% | – | |
| IDRV | Buy | ISHARES TRself drivng ev | $31,000 | -6.1% | 676 | +11.6% | 0.01% | 0.0% |
| TWTR | New | TWITTER INC | $31,000 | – | 795 | +100.0% | 0.01% | – |
| ESGE | New | ISHARES INCesg awr msci em | $33,000 | – | 903 | +100.0% | 0.01% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $30,000 | -6.2% | 640 | +103.2% | 0.01% | 0.0% |
| IGIB | Buy | ISHARES TR | $30,000 | -6.2% | 543 | +0.4% | 0.01% | 0.0% |
| LQD | New | ISHARES TRiboxx inv cp etf | $27,000 | – | 221 | +100.0% | 0.01% | – |
| XT | New | ISHARES TRexponential tech | $28,000 | – | 479 | +100.0% | 0.01% | – |
| KEY | Buy | KEYCORP | $28,000 | -3.4% | 1,257 | +0.2% | 0.01% | -16.7% |
| NIO | Buy | NIO INCspon ads | $26,000 | -29.7% | 1,240 | +5.1% | 0.01% | -28.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $28,000 | 0.0% | 321 | +0.6% | 0.01% | 0.0% |
| O | Buy | REALTY INCOME CORP | $25,000 | 0.0% | 357 | +0.8% | 0.01% | 0.0% |
| COIN | Buy | COINBASE GLOBAL INC | $19,000 | +46.2% | 99 | +98.0% | 0.00% | +33.3% |
| NANR | New | SPDR INDEX SHS FDSs&p north amer | $19,000 | – | 329 | +100.0% | 0.00% | – |
| OTLY | Buy | OATLY GROUP ABsponsored ads | $18,000 | -5.3% | 3,658 | +51.2% | 0.00% | -25.0% |
| PENN | Buy | PENN NATL GAMING INC | $17,000 | -15.0% | 410 | +3.8% | 0.00% | -25.0% |
| CHWY | Buy | CHEWY INCcl a | $16,000 | -20.0% | 385 | +11.6% | 0.00% | -25.0% |
| VLO | Buy | VALERO ENERGY CORP | $16,000 | +33.3% | 159 | +1.3% | 0.00% | +50.0% |
| SQSP | New | SQUARESPACE INCclass a | $17,000 | – | 680 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $15,000 | – | 192 | +100.0% | 0.00% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $9,000 | – | 627 | +100.0% | 0.00% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $8,000 | 0.0% | 90 | +9.8% | 0.00% | 0.0% |
| CFG | New | CITIZENS FINL GROUP INC | $13,000 | – | 276 | +100.0% | 0.00% | – |
| CR | New | CRANE CO | $9,000 | – | 83 | +100.0% | 0.00% | – |
| RMT | Buy | ROYCE MICRO-CAP TR INC | $11,000 | -8.3% | 1,021 | +2.1% | 0.00% | 0.0% |
| KOMP | New | SPDR SER TRs&p kensho new | $8,000 | – | 158 | +100.0% | 0.00% | – |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $11,000 | -15.4% | 74 | +1.4% | 0.00% | -33.3% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $9,000 | +28.6% | 190 | +81.0% | 0.00% | +100.0% |
| IRM | Buy | IRON MTN INC NEW | $13,000 | +8.3% | 229 | +0.9% | 0.00% | 0.0% |
| CLR | Buy | CONTINENTAL RES INC | $6,000 | +20.0% | 102 | +1.0% | 0.00% | 0.0% |
| PINS | Buy | PINTEREST INCcl a | $7,000 | -22.2% | 277 | +7.8% | 0.00% | -50.0% |
| MP | New | MP MATERIALS CORP | $3,000 | – | 50 | +100.0% | 0.00% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $7,000 | – | 328 | +100.0% | 0.00% | – |
| JBLU | New | JETBLUE AWYS CORP | $6,000 | – | 400 | +100.0% | 0.00% | – |
| INTU | New | INTUIT | $6,000 | – | 12 | +100.0% | 0.00% | – |
| THO | Buy | THOR INDS INC | $6,000 | -25.0% | 78 | +1.3% | 0.00% | -50.0% |
| New | DIGITAL WORLD ACQUISITION CO | $5,000 | – | 75 | +100.0% | 0.00% | – | |
| DVN | New | DEVON ENERGY CORP NEW | $3,000 | – | 50 | +100.0% | 0.00% | – |
| WSFS | New | WSFS FINL CORP | $3,000 | – | 72 | +100.0% | 0.00% | – |
| TM | New | TOYOTA MOTOR CORPads | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ASML | New | ASML HOLDING N V | $1,000 | – | 1 | +100.0% | 0.00% | – |
| New | POET TECHNOLOGIES INC | $0 | – | 2 | +100.0% | 0.00% | – | |
| BJRI | New | BJS RESTAURANTS INC | $1,000 | – | 45 | +100.0% | 0.00% | – |
| New | ZIMVIE INC | $1,000 | – | 33 | +100.0% | 0.00% | – | |
| USHY | New | ISHARES TRbroad usd high | $0 | – | 6 | +100.0% | 0.00% | – |
| LMND | Buy | LEMONADE INC | $2,000 | +100.0% | 59 | +73.5% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 41 | Q2 2023 | 20.3% |
| SPDR SER TR | 41 | Q2 2023 | 6.3% |
| VANGUARD WHITEHALL FDS INC | 41 | Q2 2023 | 6.8% |
| WEST PHARMACEUTICAL SVSC INC | 41 | Q2 2023 | 4.3% |
| VANGUARD INDEX FDS | 41 | Q2 2023 | 3.7% |
| VANGUARD SPECIALIZED PORTFOL | 41 | Q2 2023 | 5.1% |
| VANGUARD TAX-MANAGED INTL FD | 41 | Q2 2023 | 5.6% |
| APPLE INC | 41 | Q2 2023 | 4.3% |
| EXXON MOBIL CORP | 41 | Q2 2023 | 4.3% |
| JOHNSON & JOHNSON | 41 | Q2 2023 | 2.8% |
View Kistler-Tiffany Companies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-07 |
View Kistler-Tiffany Companies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.