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  Name: PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
  City: HUNTINGDON VALLEY
  State: PA
  Zip: 19006
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $242,790,000
  Total Value Change : $-9,427,000
  Securities Held Change : -5
   
All Securities Held : 85
  New Positions : 3
  Closed Positions : 8
  Increased Positions : 15
  Unchanged Positions : 24
  Decreased Positions : 43

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 4 - $532.13 $19,178,000 36,480 7.9% 2,510,000 1,583 0.001    Closed - End Fund - E...
   (JPIE)1 Year Chart         JPIE Jpmorgan Income Etf 5 - $0.00 $15,051,000 330,358 6.2% 2,142,000 47,324 1.251    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 7 - $924.79 $7,706,000 8,528 3.17% 3,582,000 201 0    Semiconductor - Speci...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 9 - $60.31 $6,058,000 99,738 2.5% 180,000 78,529 0.043    Closed - End Fund - E...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 11 - $0.00 $5,887,000 101,747 2.42% 460,000 3,033 0.011    N/A
   (VMC)1 Year Chart         VMC Vulcan Materials Co 12 - $259.10 $5,247,000 19,225 2.16% 890,000 30 0.015    General Building Mate...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 15 - $208.63 $3,369,000 14,976 1.39% 1,030,000 1,602 0.017    N/A
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 20 - $228.24 $2,686,000 11,891 1.11% -284,000 6,736 0.099    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 42 - $529.45 $784,000 1,498 0.32% 74,000 4 0    Closed - End Fund - E...
   (NEE)1 Year Chart         NEE NextEra Energy 47 - $76.09 $726,000 11,360 0.3% 45,000 147 0.001    Electric Utilities
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 56 - $94.73 $497,000 5,359 0.2% 55,000 30 0.001    Closed - End Fund - Debt
   (MRK)1 Year Chart         MRK Merck & Co Inc 58 - $131.20 $471,000 3,568 0.19% 126,000 404 0    Drug Manufacturers - ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 60 - $204.79 $447,000 2,232 0.18% 81,000 78 0    Domestic Money Center...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 70 - $94.96 $334,000 3,535 0.14% 113,000 900 0    Closed - End Fund - E...

      14 Records Found
  1    
Page 1 of 1
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