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| Name: |
RTD Financial Advisors Inc. |
| City: |
Philadelphia |
| State: |
PA |
| Zip: |
19103 |
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data |
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| Holdings
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20 |
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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 |
|
TREX |
Trex Co Inc |
50 |
- |
$87.59 |
$2,052,000 |
20,568 |
0.28% |
349,000 |
0 |
0.018 |
General Building Mate... |
|
|
PFE |
Pfizer Inc |
55 |
- |
$28.44 |
$1,442,000 |
51,981 |
0.19% |
-55,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
FTY |
iShares Trust |
56 |
- |
$52.25 |
$1,413,000 |
26,264 |
0.19% |
-13,000 |
0 |
0.029 |
Closed - End Fund - Debt |
|
|
GSY |
Invesco Ultra Short Duratio... |
61 |
- |
$49.97 |
$1,145,000 |
22,947 |
0.15% |
0 |
0 |
0.039 |
N/A |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
63 |
- |
$547.29 |
$868,000 |
1,560 |
0.12% |
76,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
XOM |
Exxon Mobil Corp |
64 |
- |
$117.91 |
$809,000 |
6,956 |
0.11% |
114,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
NEE |
NextEra Energy |
65 |
- |
$74.58 |
$728,000 |
11,391 |
0.1% |
36,000 |
0 |
0.001 |
Electric Utilities |
|
|
VIG |
Vanguard Dividend Appreciat... |
68 |
- |
$180.96 |
$667,000 |
3,655 |
0.09% |
44,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
MSFT |
Microsoft Corp |
72 |
- |
$413.72 |
$558,000 |
1,326 |
0.08% |
59,000 |
0 |
0 |
Application Software |
|
|
ALB |
Albemarle Corp |
73 |
- |
$131.51 |
$553,000 |
4,199 |
0.07% |
-54,000 |
0 |
0.004 |
Synthetics |
|
|
MDYG |
streetTRACKS Series Trust -... |
79 |
- |
$85.57 |
$452,000 |
5,181 |
0.06% |
60,000 |
0 |
0.018 |
Closed - End Fund - E... |
|
|
SYK |
Stryker Corp |
86 |
- |
$324.56 |
$391,000 |
1,092 |
0.05% |
64,000 |
0 |
0 |
Medical Instruments &... |
|
|
ONTO |
Onto Innovation Inc |
87 |
- |
$221.62 |
$362,000 |
2,000 |
0.05% |
56,000 |
0 |
0.004 |
Scientific & Technica... |
|
|
DFIV |
Dimensional International V... |
89 |
- |
$37.47 |
$356,000 |
9,678 |
0.05% |
23,000 |
0 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
90 |
- |
$511.74 |
$346,000 |
699 |
0.05% |
-22,000 |
0 |
0 |
Health Care Plans |
|
|
CVX |
Chevron Corp |
92 |
- |
$164.53 |
$339,000 |
2,147 |
0.05% |
19,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
MCD |
McDonalds Corp |
93 |
- |
$271.32 |
$286,000 |
1,013 |
0.04% |
-14,000 |
0 |
0 |
Restaurants |
|
|
BA |
Boeing Co |
94 |
- |
$178.44 |
$278,000 |
1,442 |
0.04% |
-98,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
WTRG |
Essential Utilities Ord Shs |
95 |
- |
$51.94 |
$263,000 |
7,103 |
0.04% |
-2,000 |
0 |
0.003 |
Water Utilities |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
96 |
- |
$0.00 |
$259,000 |
6,436 |
0.03% |
14,000 |
0 |
0.007 |
N/A |
|
