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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Matrix Asset Advisors Inc

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
106
Portfolio value:
$1,229,781,000
Filed:
Jul 15, 2026
CIK:
1016287
HistStockActivityShare change% change to portfolio
Q2 2026filed Jul 15, 265 new26 added16 reduced4 exited
≡FDX – FEDEX CORPSell−44,099−1.44
≡PG – PROCTER & GAMBLE COAdd 187.78%95,5991.07
≡AMAT – APPLIED MATLS INCReduce 17.92%−10,4890.99
≡ADP – AUTOMATIC DATA PROCESSING INAdd 312.04%42,4100.77
≡TEL – TE CONNECTIVITY PLCAdd 132.49%43,2750.62
≡BNY – BANK OF NY MELLON CORPReduce 28.49%−69,671−0.60
≡NEE – NEXTERA ENERGY INCReduce 10.28%−27,223−0.56
≡GNRC – GENERAC HLDGS INCReduce 5.16%−5,8250.53
≡PEP – PEPSICO INCAdd 11.10%26,774−0.49
≡ACN – ACCENTURE PLC IRELANDReduce 62.77%−20,720−0.48
≡CMCSA – COMCAST CORP NEWAdd 9.65%87,242−0.40
≡TGT – TARGET CORPReduce 20.57%−29,570−0.39
≡ABT – ABBOTT LABORATORIESBuy47,2620.35
≡HD – HOME DEPOT INCAdd 25.03%12,9220.29
≡QCOM – QUALCOMM INCReduce 15.09%−43,3470.27
≡MCD – MCDONALDS CORPAdd 1027.51%11,2410.24
≡MDT – MEDTRONIC PLCAdd 15.43%57,976−0.23
≡STZ – CONSTELLATION BRANDS INCAdd 60.49%27,9970.20
≡GS – GOLDMAN SACHS GROUP INCReduce 12.52%−3,176−0.14
≡GOOG – ALPHABET INCReduce 5.59%−8,0360.12
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 22.71%5,1210.11
≡NKE – NIKE INCAdd 68.41%90,8130.10
≡TSN – TYSON FOODS INCAdd 31.95%119,8620.10
≡VEA – VANGUARD TAX-MANAGED FDSAdd 7.65%19,9670.09
≡INTU – INTUITAdd 191.63%7,0770.08
≡TXN – TEXAS INSTRS INCReduce 28.86%−39,902−0.08
≡VTV – VANGUARD INDEX FDSAdd 14.73%4,3400.07
≡VONG – VANGUARD SCOTTSDALE FDSAdd 91.62%5,5890.06
≡MS – MORGAN STANLEYReduce 12.61%−30,018−0.06
≡VO – VANGUARD INDEX FDSAdd 387.66%29,7880.04
≡IWF – ISHARES TRAdd 298.06%79,7490.03
≡NVDA – NVIDIA CORPORATIONReduce 22.47%−1,765−0.03
≡RSP – INVESCO EXCHANGE TRADED FD TBuy1,1500.02
≡EMXC – ISHARES INCBuy2,2920.02
≡LOW – LOWES COS INCAdd 22.45%14,6110.02
≡IBM – INTERNATIONAL BUSINESS MACHSBuy7550.02
≡TSLA – TESLA INCBuy4940.02
≡PLTR – PALANTIR TECHNOLOGIES INCReduce 10.81%−250−0.01
≡VYM – VANGUARD WHITEHALL FDSAdd 6.43%6,6990.01
≡DCGO – DOCGO INCSell−100,000−0.01
≡SPYX – SPDR SERIES TRUSTAdd 7.05%8810.01
≡AXP – AMERICAN EXPRESS COReduce 5.34%−160−0.01
≡NUE – NUCOR CORPReduce 26.77%−500−0.00
≡QQQM – INVESCO EXCH TRADED FD TR IIReduce 27.61%−291−0.00
≡META – META PLATFORMS INCAdd 14.35%4,726−0.00
≡IJH – ISHARES TRAdd 6.77%3470.00
≡SCWO – 374WATER INCSell−10,000−0.00
≡ESGD – ISHARES TRAdd 8.72%5200.00
≡MRKR – MARKER THERAPEUTICS INCSell−15,000−0.00
≡VUG – VANGUARD INDEX FDSAdd 464.05%15,272−0.00
≡SKYX – SKYX PLATFORMS CORPAdd 6.61%13,334−0.00
Q1 2026filed Apr 22, 266 new18 added17 reduced8 exited
≡LHX – L3HARRIS TECHNOLOGIES INCSell−40,674−1.07
≡GD – GENERAL DYNAMICS CORPSell−29,725−0.90
≡PEP – PEPSICO INCAdd 17.89%36,6130.80
≡CSCO – CISCO SYS INCSell−112,308
Q4 2025filed Jan 16, 262 new15 added9 reduced2 exited
≡FISV – FISERV INCSell−78,306−0.94
≡ZBH – ZIMMER BIOMET HOLDINGS INCReduce 75.02%−90,174−0.86
≡CMCSA – COMCAST CORP NEWReduce 29.10%−246,396−0.85
≡LMT – LOCKHEED MARTIN CORPAdd 43.88%10,087
Q3 2025filed Oct 14, 255 new13 added16 reduced6 exited
≡UNP – UNION PAC CORPSell−69,866−1.63
≡LMT – LOCKHEED MARTIN CORPBuy22,9901.06
≡FISV – FISERV INCAdd 706.36%68,5950.77
≡TSN – TYSON FOODS INCAdd 81.67%163,140
Q2 2025filed Aug 13, 257 new30 added9 reduced4 exited
≡DG – DOLLAR GEN CORP NEWSell−131,801−1.25
≡BNY – BANK NEW YORK MELLON CORPReduce 28.59%−115,006−1.00
≡UNH – UNITEDHEALTH GROUP INCSell−17,384−0.98
≡AMAT – APPLIED MATLS INCBuy51,071
Q1 2025filed Apr 22, 256 new26 added24 reduced11 exited
≡MAVF – EA SERIES TRUSTBuy422,3814.41
≡GILD – GILEAD SCIENCES INCSell−163,338−1.57
≡CSCO – CISCO SYS INCReduce 49.02%−267,587−1.50
≡PEP – PEPSICO INCAdd 114.22%73,645
Q4 2024filed Jan 22, 2510 new19 added12 reduced2 exited
≡BDX – BECTON DICKINSON & COReduce 86.74%−30,616−0.84
≡AMGN – AMGEN INCAdd 96.05%45,5730.82
≡UNH – UNITEDHEALTH GROUP INCReduce 29.00%−7,112−0.68
≡DG – DOLLAR GEN CORP NEWBuy81,217
Q3 2024filed Oct 10, 245 new27 added5 reduced4 exited
≡DUK – DUKE ENERGY CORP NEWSell−64,933−0.78
≡ABBV – ABBVIE INCReduce 30.28%−43,986−0.75
≡SBUX – STARBUCKS CORPAdd 9.65%18,4720.50
≡MDT – MEDTRONIC PLCAdd 11.08%30,769
Q2 2024filed Jul 15, 245 new19 added8 reduced4 exited
≡CVS – CVS HEALTH CORPReduce 93.46%−265,183−2.57
≡GILD – GILEAD SCIENCES INCReduce 41.17%−128,268−1.23
≡MDT – MEDTRONIC PLCAdd 52.34%95,3760.71
≡TSN – TYSON FOODS INCAdd 180.79%96,692
Q1 2024filed Apr 15, 244 new23 added13 reduced3 exited
≡APD – AIR PRODS & CHEMS INCSell−61,099−2.13
≡AEP – AMERICAN ELEC PWR CO INCAdd 42.82%69,9760.71
≡EBAY – EBAY INC.Sell−108,362−0.60
≡DUK – DUKE ENERGY CORP NEWAdd 339.26%50,380
Q4 2023filed Jan 24, 249 new15 added5 reduced3 exited
≡TSN – TYSON FOODS INCSell−85,769−0.62
≡AEP – AMERICAN ELEC PWR CO INCReduce 23.99%−51,566−0.62
≡MS – MORGAN STANLEYAdd 12.63%34,3510.47
≡PARAMOUNT GLOBALReduce 37.56%−209,670−0.37
Q3 2023filed Oct 12, 232 new19 added21 reduced5 exited
≡BKNG – BOOKING HOLDINGS INCSell−5,173−1.92
≡NEE – NEXTERA ENERGY INCBuy156,5831.28
≡UNLYF – UNILEVER PLCSell−152,125−1.09
≡UNH – UNITEDHEALTH GROUP INCAdd 168.82%11,915
−0.78
≡CMCSA – COMCAST CORP NEWAdd 50.59%303,6700.77
≡GOOG – ALPHABET INCReduce 8.72%−13,747−0.66
≡PG – PROCTER & GAMBLE COAdd 2220.46%48,7170.65
≡NKE – NIKE INCBuy132,7520.64
≡MS – MORGAN STANLEYReduce 8.62%−22,443−0.56
≡MSFT – MICROSOFT CORPAdd 20.07%28,642−0.39
≡TEL – TE CONNECTIVITY PLCReduce 29.84%−13,894−0.33
≡ADP – AUTOMATIC DATA PROCESSING INBuy13,5910.25
≡GS – GOLDMAN SACHS GROUP INCReduce 9.41%−2,635−0.24
≡ZBH – ZIMMER BIOMET HOLDINGS INCSell−30,032−0.24
≡VEA – VANGUARD TAX-MANAGED FDSAdd 11.09%26,0420.21
≡AMAT – APPLIED MATLS INCReduce 18.48%−13,2650.18
≡VYM – VANGUARD WHITEHALL FDSAdd 5.57%5,4940.14
≡AEP – AMERICAN ELEC PWR CO INCReduce 19.70%−36,509−0.13
≡ACN – ACCENTURE PLC IRELANDAdd 67.73%13,3280.13
≡INTU – INTUITAdd 720.67%3,2430.12
≡IJR – ISHARES TRAdd 8.10%5,0950.10
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 5.65%1,206−0.09
≡VOO – VANGUARD INDEX FDSAdd 8.05%2,2690.08
≡VTV – VANGUARD INDEX FDSAdd 12.12%3,1850.08
≡VO – VANGUARD INDEX FDSAdd 51.80%2,6220.07
≡MTB – M & T BK CORPReduce 8.75%−7,558−0.07
≡BNY – BANK NEW YORK MELLON CORPReduce 6.47%−16,907−0.07
≡VONG – VANGUARD SCOTTSDALE FDSBuy6,1000.06
≡QCOM – QUALCOMM INCAdd 32.03%69,6820.05
≡IBM – INTERNATIONAL BUSINESS MACHSSell−819−0.02
≡JNJ – JOHNSON & JOHNSONReduce 47.78%−1,484−0.02
≡UNH – UNITEDHEALTH GROUP INCSell−721−0.02
≡TSLA – TESLA INCSell−504−0.02
≡MPC – MARATHON PETE CORPBuy8540.02
≡BMY – BRISTOL-MYERS SQUIBB COSell−3,929−0.02
≡CL – COLGATE PALMOLIVE COBuy2,3830.02
≡SCHD – SCHWAB STRATEGIC TRBuy6,5210.02
≡VWO – VANGUARD INTL EQUITY INDEX FAdd 5.97%2,5450.02
≡IWF – ISHARES TRAdd 10.62%2,5690.02
≡AMZN – AMAZON COM INCAdd 8.10%10,150−0.01
≡FDX – FEDEX CORPReduce 19.94%−10,9800.01
≡MRK – MERCK & CO INCReduce 41.61%−1,191−0.01
≡XOM – EXXON MOBIL CORPReduce 19.79%−9480.01
≡NUE – NUCOR CORPReduce 24.31%−600−0.01
≡VIG – VANGUARD SPECIALIZED FUNDSReduce 7.58%−268−0.01
≡IEMG – ISHARES INCAdd 8.47%3250.00
≡ASTS – AST SPACEMOBILE INCReduce 8.81%−5200.00
≡WMT – WALMART INCReduce 14.13%−525−0.00
≡GLD – SPDR GOLD TRReduce 8.47%−910.00
0.37
≡GNRC – GENERAC HLDGS INCAdd 68.92%46,1010.35
≡TXN – TEXAS INSTRS INCAdd 30.84%31,5580.34
≡ACN – ACCENTURE PLC IRELANDAdd 110.58%10,3340.26
≡HD – HOME DEPOT INCAdd 5.02%2,412−0.25
≡TGT – TARGET CORPReduce 19.21%−34,141−0.22
≡PYPL – PAYPAL HLDGS INCAdd 6.53%16,429−0.16
≡VYM – VANGUARD WHITEHALL FDSAdd 10.27%9,1880.10
≡VEA – VANGUARD TAX-MANAGED FDSAdd 6.60%14,5500.09
≡VTV – VANGUARD INDEX FDSAdd 26.06%5,4320.09
≡STZ – CONSTELLATION BRANDS INCAdd 16.81%6,5340.08
≡CSCO – CISCO SYS INCReduce 16.41%−22,042−0.08
≡IJR – ISHARES TRAdd 8.96%5,1680.04
≡SCHD – SCHWAB STRATEGIC TRSell−15,383−0.04
≡VO – VANGUARD INDEX FDSAdd 28.48%1,1220.02
≡BMY – BRISTOL-MYERS SQUIBB COBuy3,9290.02
≡QQQM – INVESCO EXCH TRADED FD TR IIReduce 21.93%−296−0.01
≡META – META PLATFORMS INCAdd 14.40%4,052−0.01
≡SDY – SPDR SERIES TRUSTReduce 6.99%−284−0.01
≡TSLA – TESLA INCReduce 15.29%−91−0.00
≡IJH – ISHARES TRReduce 9.13%−513−0.00
≡LOW – LOWES COS INCAdd 7.28%4,411−0.00
≡IWB – ISHARES TRReduce 7.19%−54−0.00
≡SCWO – 374WATER INCBuy10,0000.00
≡XLK – SELECT SECTOR SPDR TRAdd 100.00%1,158−0.00
0.70
≡STZ – CONSTELLATION BRANDS INCBuy38,8780.49
≡AMAT – APPLIED MATLS INCAdd 41.98%21,4420.43
≡PEP – PEPSICO INCReduce 10.65%−23,488−0.38
≡TEL – TE CONNECTIVITY PLCReduce 39.01%−30,416−0.36
≡CSCO – CISCO SYS INCReduce 16.69%−26,914−0.28
≡LHX – L3HARRIS TECHNOLOGIES INCReduce 25.01%−13,819−0.23
≡ACN – ACCENTURE PLC IRELANDAdd 1075.47%8,5500.19
≡SBUX – STARBUCKS CORPAdd 8.61%17,634−0.15
≡VOO – VANGUARD INDEX FDSAdd 11.69%2,8580.15
≡VTV – VANGUARD INDEX FDSAdd 46.07%6,5750.11
≡TGT – TARGET CORPAdd 12.32%19,492−0.10
≡GD – GENERAL DYNAMICS CORPReduce 14.32%−5,166−0.09
≡QQQ – INVESCO QQQ TRBuy1,4520.08
≡INVESCO QQQ TRSell−1,371−0.08
≡ZBH – ZIMMER BIOMET HOLDINGS INCReduce 5.29%−6,717−0.07
≡BNY – BANK NEW YORK MELLON CORPReduce 6.50%−18,6710.07
≡TCHP – T ROWE PRICE ETF INCAdd 18.00%11,6340.05
≡PARAMOUNT GLOBALSell−22,890−0.03
≡IJR – ISHARES TRAdd 5.27%2,8880.03
≡VO – VANGUARD INDEX FDSAdd 42.75%1,1800.03
≡TSLA – TESLA INCBuy5950.02
≡UNH – UNITEDHEALTH GROUP INCBuy7450.02
≡PM – PHILIP MORRIS INTL INCSell−1,229−0.02
≡BMY – BRISTOL-MYERS SQUIBB COSell−4,729−0.02
≡CL – COLGATE PALMOLIVE COSell−2,383−0.02
≡VEA – VANGUARD TAX-MANAGED FDSAdd 5.51%11,5090.02
≡EFA – ISHARES TRReduce 6.07%−958−0.01
≡SCHD – SCHWAB STRATEGIC TRReduce 21.40%−4,188−0.01
≡IEMG – ISHARES INCReduce 24.99%−1,244−0.01
≡PG – PROCTER AND GAMBLE COReduce 8.57%−206−0.01
≡WMT – WALMART INCReduce 13.55%−585−0.01
≡ESGD – ISHARES TRReduce 5.36%−342−0.01
≡GLD – SPDR GOLD TRAdd 9.74%930.01
≡NUE – NUCOR CORPReduce 9.19%−248−0.00
≡QQQM – INVESCO EXCH TRADED FD TR IIReduce 11.18%−170−0.00
≡JNJ – JOHNSON & JOHNSONReduce 13.46%−484−0.00
0.95
≡TGT – TARGET CORPAdd 167.39%99,0540.91
≡PFE – PFIZER INCSell−318,813−0.87
≡CSCO – CISCO SYS INCReduce 42.05%−117,013−0.72
≡AEP – AMERICAN ELEC PWR CO INCReduce 16.87%−38,740−0.71
≡PEP – PEPSICO INCAdd 59.62%82,3430.71
≡GNRC – GENERAC HLDGS INCAdd 185.47%43,3820.65
≡PNC – PNC FINL SVCS GROUP INCAdd 13.16%22,1250.39
≡LOW – LOWES COS INCAdd 54.28%21,2060.37
≡AMZN – AMAZON COM INCAdd 5.47%6,5420.34
≡TXN – TEXAS INSTRS INCAdd 6.57%6,2450.28
≡USB – US BANCORP DELAdd 7.78%51,5280.24
≡PYPL – PAYPAL HLDGS INCAdd 7.70%17,3480.23
≡QCOM – QUALCOMM INCAdd 8.93%17,0360.18
≡IWF – ISHARES TRAdd 10.29%2,1450.17
≡SBUX – STARBUCKS CORPAdd 25.70%41,8520.17
≡FISV – FISERV INCBuy9,7110.17
≡VOO – VANGUARD INDEX FDSAdd 9.34%2,0890.16
≡VTV – VANGUARD INDEX FDSAdd 50.33%4,7780.08
≡INVESCO QQQ TRBuy1,3710.08
≡VYM – VANGUARD WHITEHALL FDSAdd 10.53%8,2010.08
≡GD – GENERAL DYNAMICS CORPAdd 7.26%2,4440.07
≡QQQ – INVESCO QQQ TRSell−1,348−0.07
≡CMCSA – COMCAST CORP NEWAdd 13.02%94,7690.07
≡IJR – ISHARES TRAdd 12.64%6,1500.06
≡VO – VANGUARD INDEX FDSAdd 86.11%1,2770.04
≡IJH – ISHARES TRBuy5,5110.03
≡PLTR – PALANTIR TECHNOLOGIES INCBuy2,3130.03
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 36.06%5,6650.03
≡AVGO – BROADCOM INCBuy1,0920.03
≡TEL – TE CONNECTIVITY PLCReduce 12.39%−11,023−0.03
≡ASTS – AST SPACEMOBILE INCBuy5,9000.03
≡FDX – FEDEX CORPAdd 12.44%6,049−0.02
≡COF – CAPITAL ONE FINL CORPAdd 32.39%7820.02
≡GOOGL – ALPHABET INCAdd 17.57%5810.01
≡EFA – ISHARES TRAdd 6.90%1,0190.01
≡NVDA – NVIDIA CORPORATIONReduce 22.71%−2,4750.01
≡IBM – INTERNATIONAL BUSINESS MACHSReduce 25.60%−289−0.01
≡JNJ – JOHNSON & JOHNSONAdd 6.52%220−0.01
≡BMY – BRISTOL-MYERS SQUIBB COAdd 15.57%637−0.00
≡GLD – SPDR GOLD TRAdd 18.19%1470.00
≡V – VISA INCAdd 16.92%1640.00
≡CL – COLGATE PALMOLIVE COReduce 6.51%−166−0.00
≡SKYX – SKYX PLATFORMS CORPAdd 27.37%43,3330.00
≡PM – PHILIP MORRIS INTL INCReduce 9.77%−133−0.00
≡SDY – SPDR SERIES TRUSTAdd 6.42%245−0.00
≡PARAMOUNT GLOBALReduce 6.78%−1,6650.00
1.22
≡ABBV – ABBVIE INCReduce 62.40%−64,910−1.03
≡RTX – RTX CORPORATIONSell−69,897−0.84
≡MDT – MEDTRONIC PLCAdd 11.82%38,2970.83
≡TGT – TARGET CORPBuy59,1750.67
≡FISV – FISERV INCSell−31,264−0.67
≡LOW – LOWES COS INCAdd 171.68%24,6890.62
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 45.30%40,8690.61
≡DG – DOLLAR GEN CORP NEWAdd 62.28%50,5840.61
≡META – META PLATFORMS INCReduce 22.22%−8,437−0.47
≡QCOM – QUALCOMM INCAdd 9.44%16,4430.39
≡MS – MORGAN STANLEYReduce 7.16%−20,073−0.38
≡TSN – TYSON FOODS INCAdd 17.31%29,0770.36
≡GNRC – GENERAC HLDGS INCBuy23,3900.32
≡PYPL – PAYPAL HLDGS INCAdd 5.24%11,218−0.31
≡GD – GENERAL DYNAMICS CORPAdd 31.57%8,0730.29
≡BNY – BANK NEW YORK MELLON CORPReduce 17.78%−87,016−0.26
≡GS – GOLDMAN SACHS GROUP INCReduce 11.33%−3,887−0.24
≡SBUX – STARBUCKS CORPReduce 21.12%−43,608−0.23
≡NEE – NEXTERA ENERGY INCAdd 9.60%22,3080.22
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 19.24%−3,744−0.21
≡JPM – JPMORGAN CHASE & CO.Reduce 10.66%−17,245−0.20
≡PFE – PFIZER INCAdd 25.87%65,5350.18
≡HUM – HUMANA INCSell−6,598−0.17
≡VYM – VANGUARD WHITEHALL FDSAdd 12.51%8,6560.17
≡TXN – TEXAS INSTRS INCAdd 8.61%7,5330.14
≡VOO – VANGUARD INDEX FDSAdd 11.17%2,2460.12
≡BDX – BECTON DICKINSON & COSell−4,679−0.11
≡VTV – VANGUARD INDEX FDSAdd 73.06%4,0080.08
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 7.77%−9760.08
≡USB – US BANCORP DELAdd 6.56%40,788−0.07
≡SCHD – SCHWAB STRATEGIC TRBuy19,5570.06
≡IJR – ISHARES TRAdd 15.30%6,4570.04
≡TSLA – TESLA INCSell−833−0.03
≡ACN – ACCENTURE PLC IRELANDReduce 51.96%−860−0.03
≡ADP – AUTOMATIC DATA PROCESSING INSell−1,090−0.03
≡QQQM – INVESCO EXCH TRADED FD TR IIBuy1,5200.03
≡BAC – BANK AMERICA CORPReduce 9.20%−5,869−0.03
≡IWR – ISHARES TRAdd 5.47%2,9760.03
≡PFS – PROVIDENT FINL SVCS INCSell−13,623−0.03
≡LMT – LOCKHEED MARTIN CORPSell−526−0.03
≡COST – COSTCO WHSL CORP NEWReduce 35.91%−321−0.03
≡AVGO – BROADCOM INCSell−1,060−0.03
≡PM – PHILIP MORRIS INTL INCBuy1,3620.02
≡HON – HONEYWELL INTL INCSell−909−0.02
≡ETN – EATON CORP PLCReduce 35.77%−480−0.02
≡INTU – INTUITReduce 35.71%−250−0.02
≡XOM – EXXON MOBIL CORPAdd 7.81%3450.01
≡VTI – VANGUARD INDEX FDSReduce 9.75%−333−0.01
≡PARAMOUNT GLOBALAdd 27.16%5,2450.01
≡PG – PROCTER AND GAMBLE COAdd 14.19%3100.01
≡LLY – ELI LILLY & COAdd 12.58%380.01
≡NVDA – NVIDIA CORPORATIONAdd 24.28%2,1290.01
≡WMT – WALMART INCReduce 12.39%−600−0.01
≡BMY – BRISTOL-MYERS SQUIBB COReduce 24.90%−1,357−0.00
≡VO – VANGUARD INDEX FDSAdd 11.34%1510.00
≡SPYX – SPDR SER TRReduce 5.02%−706−0.00
≡SPYG – SPDR SER TRReduce 8.00%−273−0.00
≡GOOGL – ALPHABET INCAdd 10.75%321−0.00
≡AON – AON PLCReduce 6.22%−430.00
≡VWO – VANGUARD INTL EQUITY INDEX FReduce 7.16%−3,096−0.00
≡IWD – ISHARES TRReduce 6.49%−430−0.00
≡GLD – SPDR GOLD TRReduce 16.36%−1580.00
≡QQQ – INVESCO QQQ TRAdd 5.73%730.00
0.64
≡BRK.B – BERKSHIRE HATHAWAY INC DELAdd 353.03%9,7930.45
≡PEP – PEPSICO INCAdd 104.71%32,9800.42
≡MDT – MEDTRONIC PLCAdd 5.06%15,589−0.40
≡META – META PLATFORMS INCReduce 6.23%−2,521−0.27
≡BAC – BANK AMERICA CORPAdd 912.55%57,5000.26
≡PFE – PFIZER INCReduce 13.08%−38,127−0.24
≡ZBH – ZIMMER BIOMET HOLDINGS INCReduce 9.32%−9,268−0.20
≡HUM – HUMANA INCBuy6,5980.17
≡MS – MORGAN STANLEYReduce 7.03%−21,2030.17
≡GILD – GILEAD SCIENCES INCReduce 10.09%−18,324−0.13
≡MTB – M & T BK CORPReduce 5.49%−5,048−0.12
≡GLD – SPDR GOLD TRReduce 75.64%−3,000−0.08
≡INVESCO QQQ TRSell−1,250−0.07
≡QQQ – INVESCO QQQ TRBuy1,2750.07
≡FISV – FISERV INCReduce 13.09%−4,707−0.05
≡DCGO – DOCGO INCBuy100,0000.04
≡IJR – ISHARES TRAdd 17.20%6,1950.04
≡PARAMOUNT GLOBALReduce 59.02%−27,805−0.03
≡ADP – AUTOMATIC DATA PROCESSING INBuy1,0900.03
≡COST – COSTCO WHSL CORP NEWAdd 64.34%3500.03
≡VEA – VANGUARD TAX-MANAGED FDSAdd 14.84%26,774−0.03
≡ACN – ACCENTURE PLC IRELANDAdd 105.59%8500.03
≡LMT – LOCKHEED MARTIN CORPBuy5260.03
≡AON – AON PLCBuy6910.03
≡AVGO – BROADCOM INCBuy1,0600.03
≡IT – GARTNER INCSell−400−0.02
≡APH – AMPHENOL CORP NEWBuy3,0560.02
≡HON – HONEYWELL INTL INCBuy9090.02
≡CVS – CVS HEALTH CORPReduce 13.77%−986−0.02
≡VTV – VANGUARD INDEX FDSAdd 41.50%1,6090.02
≡VYM – VANGUARD WHITEHALL FDSAdd 5.29%3,478−0.02
≡VWO – VANGUARD INTL EQUITY INDEX FAdd 7.63%3,064−0.02
≡ETN – EATON CORP PLCAdd 59.38%5000.02
≡INTU – INTUITAdd 55.56%2500.01
≡ESGD – ISHARES TRAdd 54.10%2,3040.01
≡IWR – ISHARES TRAdd 8.94%4,4670.01
≡SPYX – SPDR SER TRAdd 19.26%2,2700.01
≡VO – VANGUARD INDEX FDSAdd 34.68%3430.01
≡SKYX – SKYX PLATFORMS CORPAdd 21.79%28,3330.01
0.48
≡JPM – JPMORGAN CHASE & CO.Reduce 7.88%−14,267−0.46
≡PARAMOUNT GLOBALReduce 85.97%−288,597−0.36
≡QCOM – QUALCOMM INCAdd 15.84%22,921−0.27
≡BDX – BECTON DICKINSON & COAdd 37.60%9,6450.23
≡GS – GOLDMAN SACHS GROUP INCReduce 10.09%−4,053−0.18
≡UNP – UNION PAC CORPAdd 8.07%5,0700.16
≡LOW – LOWES COS INCAdd 30.29%3,3450.14
≡VEA – VANGUARD TAX-MANAGED FDSAdd 13.61%21,6160.12
≡IJR – ISHARES TRAdd 22.85%6,7000.10
≡TSN – TYSON FOODS INCAdd 11.75%17,6510.09
≡VYM – VANGUARD WHITEHALL FDSAdd 9.18%5,5270.08
≡CVS – CVS HEALTH CORPReduce 61.42%−11,400−0.08
≡VOO – VANGUARD INDEX FDSAdd 9.54%1,6830.08
≡MDY – SPDR S&P MIDCAP 400 ETF TRAdd 23.70%1,2480.08
≡IVV – ISHARES TRAdd 53.06%1,1280.07
≡IWF – ISHARES TRAdd 12.07%2,0900.06
≡IWR – ISHARES TRAdd 10.87%4,8970.05
≡VTV – VANGUARD INDEX FDSAdd 155.07%2,3570.05
≡NUE – NUCOR CORPBuy2,6980.05
≡DCGO – DOCGO INCSell−100,000−0.04
≡IWN – ISHARES TRBuy1,7650.03
≡IBM – INTERNATIONAL BUSINESS MACHSBuy1,1230.03
≡APH – AMPHENOL CORP NEWSell−3,056−0.02
≡TSLA – TESLA INCBuy8330.02
≡AON – AON PLCSell−691−0.02
≡IT – GARTNER INCBuy4000.02
≡AMGN – AMGEN INCAdd 5.28%2,3810.02
≡IWD – ISHARES TRAdd 14.14%8180.02
≡VWO – VANGUARD INTL EQUITY INDEX FAdd 7.02%2,6330.02
≡SPYX – SPDR SER TRAdd 21.52%2,0870.01
≡ESGD – ISHARES TRAdd 34.10%1,0830.01
≡INVESCO QQQ TRAdd 12.82%1420.00
≡VO – VANGUARD INDEX FDSAdd 11.37%1010.00
≡VB – VANGUARD INDEX FDSAdd 8.35%900.00
≡GOOGL – ALPHABET INCAdd 14.90%397−0.00
≡SKYX – SKYX PLATFORMS CORPAdd 30.00%30,0000.00
≡SPYG – SPDR SER TRAdd 6.20%1990.00
0.65
≡PEP – PEPSICO INCAdd 251.90%21,8800.42
≡GD – GENERAL DYNAMICS CORPReduce 27.80%−9,767−0.31
≡LOW – LOWES COS INCBuy11,0450.29
≡SBUX – STARBUCKS CORPAdd 39.69%54,4010.28
≡AMGN – AMGEN INCAdd 9.33%3,8450.28
≡QCOM – QUALCOMM INCReduce 21.06%−38,617−0.27
≡CSCO – CISCO SYS INCAdd 13.45%68,0200.24
≡VEA – VANGUARD TAX-MANAGED FDSAdd 13.20%18,5110.10
≡PARAMOUNT GLOBALReduce 5.66%−20,147−0.08
≡CMCSA – COMCAST CORP NEWAdd 8.39%56,104−0.08
≡PFE – PFIZER INCAdd 6.97%19,3770.07
≡IJR – ISHARES TRAdd 26.60%6,1590.07
≡HD – HOME DEPOT INCAdd 7.99%3,402−0.06
≡VYM – VANGUARD WHITEHALL FDSAdd 8.19%4,5570.05
≡NVDA – NVIDIA CORPORATIONAdd 1044.74%7,9400.05
≡UNP – UNION PAC CORPAdd 6.28%3,715−0.04
≡DCGO – DOCGO INCBuy100,0000.04
≡IWR – ISHARES TRAdd 12.50%5,0060.03
≡LBAI 11/17/12 P7.5 – LAKELAND BANCORP INCSell−20,876−0.03
≡IBM – INTERNATIONAL BUSINESS MACHSSell−1,117−0.03
≡BA – BOEING COSell−1,094−0.03
≡APH – AMPHENOL CORP NEWBuy3,0560.02
≡AON – AON PLCBuy6910.02
≡NKE – NIKE INCSell−2,139−0.02
≡PFS – PROVIDENT FINL SVCS INCBuy13,6230.02
≡IWD – ISHARES TRAdd 20.54%9860.02
≡GOOGL – ALPHABET INCAdd 8.11%2000.01
≡ESGD – ISHARES TRReduce 7.70%−265−0.00
≡VTV – VANGUARD INDEX FDSAdd 12.34%1670.00
≡BAC – BANK AMERICA CORPReduce 11.39%−810−0.00
≡SPYX – SPDR SER TRReduce 6.51%−675−0.00
≡SKYX – SKYX PLATFORMS CORPAdd 53.85%35,0000.00
0.57
≡FISV – FISERV INCReduce 49.97%−37,751−0.55
≡FDX – FEDEX CORPAdd 28.10%11,0460.48
≡TSN – TYSON FOODS INCBuy53,4840.38
≡NEE – NEXTERA ENERGY INCAdd 23.50%44,1510.32
≡META – META PLATFORMS INCReduce 12.49%−5,9660.27
≡PYPL – PAYPAL HLDGS INCAdd 14.34%28,3280.27
≡VOO – VANGUARD INDEX FDSAdd 26.79%3,9020.25
≡RTX – RTX CORPORATIONAdd 28.97%15,9410.24
≡TXN – TEXAS INSTRS INCAdd 18.59%13,9750.23
≡UNH – UNITEDHEALTH GROUP INCAdd 32.55%6,1350.21
≡PEP – PEPSICO INCBuy8,6860.18
≡LHX – L3HARRIS TECHNOLOGIES INCReduce 5.64%−3,530−0.17
≡SBUX – STARBUCKS CORPAdd 25.46%27,8190.16
≡PFE – PFIZER INCAdd 33.25%69,3390.16
≡USB – US BANCORP DELAdd 8.13%46,9230.16
≡ABBV – ABBVIE INCReduce 13.06%−21,471−0.13
≡MDT – MEDTRONIC PLCAdd 7.88%13,3120.13
≡BDX – BECTON DICKINSON & COReduce 7.50%−2,106−0.10
≡IWR – ISHARES TRAdd 30.27%9,3020.10
≡VEA – VANGUARD TAX-MANAGED FDSAdd 14.86%18,1540.10
≡JPM – JPMORGAN CHASE & COReduce 11.51%−23,973−0.09
≡IJR – ISHARES TRAdd 47.65%7,4730.09
≡IWF – ISHARES TRAdd 9.48%1,4500.08
≡CMCSA – COMCAST CORP NEWAdd 5.19%33,008−0.08
≡TCHP – T ROWE PRICE ETF INCAdd 15.67%7,5080.05
≡LLY – ELI LILLY & COBuy2970.03
≡IWD – ISHARES TRAdd 33.82%1,2130.03
≡QCOM – QUALCOMM INCReduce 9.73%−19,756−0.03
≡TSLA – TESLA INCSell−830−0.03
≡IWB – ISHARES TRBuy7210.02
≡IEMG – ISHARES INCReduce 20.17%−1,193−0.01
≡SKYX – SKYX PLATFORMS CORPAdd 333.33%50,0000.01
≡MCD – MCDONALDS CORPReduce 5.83%−66−0.01
≡VWO – VANGUARD INTL EQUITY INDEX FAdd 8.47%2,8130.01
≡IBM – INTERNATIONAL BUSINESS MACHSReduce 23.23%−338−0.00
≡PG – PROCTER AND GAMBLE COReduce 9.04%−212−0.00
≡WMT – WALMART INCAdd 182.27%3,1260.00
≡MRK – MERCK & CO INCReduce 12.93%−425−0.00
≡CGEN – COMPUGEN LTDReduce 17.17%−18,8230.00
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 26.59%21,4590.29
≡PYPL – PAYPAL HLDGS INCAdd 30.20%45,8110.28
≡USB – US BANCORP DELReduce 6.50%−40,1240.27
≡LHX – L3HARRIS TECHNOLOGIES INCAdd 6.60%3,8770.22
≡DUK – DUKE ENERGY CORP NEWBuy14,8500.18
≡NEE – NEXTERA ENERGY INCAdd 19.99%31,3050.17
≡MTB – M & T BK CORPAdd 15.75%12,5900.17
≡EBAY – EBAY INC.Reduce 10.51%−12,726−0.16
≡PFE – PFIZER INCAdd 7.36%14,305−0.15
≡APD – AIR PRODS & CHEMS INCAdd 10.35%5,730−0.11
≡RTX – RTX CORPORATIONAdd 7.57%3,8750.06
≡VOO – VANGUARD INDEX FDSAdd 9.35%1,2460.06
≡INVESCO QQQ TRBuy1,0740.06
≡QQQ – INVESCO QQQ TRSell−1,083−0.06
≡LBAI 11/17/12 P7.5 – LAKELAND BANCORP INCBuy20,8760.04
≡LAKELAND BANCORP INCSell−20,876−0.04
≡FISV – FISERV INCReduce 7.24%−5,894−0.03
≡IBM – INTERNATIONAL BUSINESS MACHSBuy1,4550.03
≡CL – COLGATE PALMOLIVE COBuy2,6500.03
≡IJR – ISHARES TRAdd 11.33%1,5960.03
≡SPYG – SPDR SER TRBuy3,2120.03
≡VO – VANGUARD INDEX FDSBuy8880.03
≡VTV – VANGUARD INDEX FDSBuy1,3820.03
≡ETN – EATON CORP PLCBuy8420.03
≡IWR – ISHARES TRAdd 5.54%1,6140.02
≡NVDA – NVIDIA CORPORATIONAdd 32.64%1870.01
≡TXN – TEXAS INSTRS INCAdd 5.08%3,6380.01
≡IWD – ISHARES TRAdd 15.75%4880.01
0.90
≡AEP – AMERICAN ELEC PWR CO INCAdd 55.00%76,2850.70
≡TSN – TYSON FOODS INCReduce 52.60%−95,169−0.66
≡RTX – RTX CORPORATIONBuy51,1570.52
≡PYPL – PAYPAL HLDGS INCReduce 20.69%−39,570−0.50
≡LHX – L3HARRIS TECHNOLOGIES INCAdd 61.64%22,4060.48
≡FDX – FEDEX CORPReduce 27.32%−15,444−0.38
≡USB – US BANCORP DELAdd 11.07%61,5220.38
≡BDX – BECTON DICKINSON & COReduce 26.14%−10,255−0.36
≡PFE – PFIZER INCAdd 71.17%80,7610.34
≡VTI – VANGUARD INDEX FDSReduce 67.40%−7,064−0.21
≡MTB – M & T BK CORPReduce 14.74%−13,821−0.16
≡VYM – VANGUARD WHITEHALL FDSAdd 22.24%9,4790.14
≡TXN – TEXAS INSTRS INCAdd 19.76%11,8060.14
≡AMGN – AMGEN INCReduce 12.73%−6,1300.14
≡PARAMOUNT GLOBALAdd 33.60%140,3950.11
≡VXF – VANGUARD INDEX FDSSell−5,315−0.11
≡VEA – VANGUARD TAX-MANAGED FDSAdd 18.86%18,8270.10
≡VOO – VANGUARD INDEX FDSReduce 10.72%−1,600−0.09
≡CMCSA – COMCAST CORP NEWReduce 7.34%−50,1890.09
≡DCGO – DOCGO INCSell−55,805−0.07
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 32.78%19,9280.07
≡TSLA – TESLA INCReduce 68.77%−1,821−0.07
≡IWR – ISHARES TRAdd 31.63%6,9970.06
≡IWF – ISHARES TRAdd 12.35%1,6610.06
≡IJR – ISHARES TRAdd 50.80%4,7460.06
≡QQQ – INVESCO QQQ TRReduce 50.50%−1,105−0.06
≡TCHP – T ROWE PRICE ETF INCAdd 37.16%12,4630.05
≡MDT – MEDTRONIC PLCAdd 6.21%9,797−0.04
≡CL – COLGATE PALMOLIVE COSell−2,650−0.03
≡IWD – ISHARES TRAdd 27.74%6730.01
≡BA – BOEING COReduce 26.04%−400−0.01
≡MRK – MERCK & CO INCReduce 15.32%−589−0.01
≡MCD – MCDONALDS CORPReduce 14.78%−196−0.01
≡PG – PROCTER AND GAMBLE COReduce 17.52%−481−0.01
≡VWO – VANGUARD INTL EQUITY INDEX FAdd 6.43%1,9560.01
≡GLD – SPDR GOLD TRAdd 11.22%4000.01
≡GOOGL – ALPHABET INCAdd 9.11%2100.01
≡JNJ – JOHNSON & JOHNSONReduce 7.97%−296−0.01
≡VUG – VANGUARD INDEX FDSReduce 5.56%−179−0.01
≡SDY – SPDR SER TRReduce 7.79%−325−0.01
≡MRKR – MARKER THERAPEUTICS INCReduce 62.50%−25,000−0.01
≡CSCO – CISCO SYS INCReduce 6.77%−35,9580.01
≡XLK – SELECT SECTOR SPDR TRReduce 14.11%−207−0.01