The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 304,679 | 1,641 | SH | SOLE | 0 | 0 | 1,641 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 1,626,858 | 5,443 | SH | SOLE | 0 | 0 | 5,443 | ||
ADOBE INC | COM | 00724F101 | 331,169 | 856 | SH | SOLE | 0 | 0 | 856 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 794,072 | 5,596 | SH | SOLE | 0 | 0 | 5,596 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 625,045 | 2,216 | SH | SOLE | 0 | 0 | 2,216 | ||
AKEBIA THERAPEUTICS INC | COM | 00972D105 | 36,400 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 289,370 | 1,642 | SH | SOLE | 0 | 0 | 1,642 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 879,019 | 4,955 | SH | SOLE | 0 | 0 | 4,955 | ||
AMAZON COM INC | COM | 023135106 | 4,065,955 | 18,533 | SH | SOLE | 0 | 0 | 18,533 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 25,167,592 | 276,263 | SH | SOLE | 0 | 0 | 276,263 | ||
APPLE INC | COM | 037833100 | 1,879,583 | 9,161 | SH | SOLE | 0 | 0 | 9,161 | ||
ARCH CAP GROUP LTD | ORD | G0450A105 | 546,300 | 6,000 | SH | SOLE | 0 | 0 | 6,000 | ||
ARK ETF TR | FINTECH INNOVA | 00214Q708 | 211,693 | 4,214 | SH | SOLE | 0 | 0 | 4,214 | ||
ARK ETF TR | AUTNMUS TECHNLGY | 00214Q203 | 269,791 | 3,026 | SH | SOLE | 0 | 0 | 3,026 | ||
ARK ETF TR | NEXT GNRTN INTER | 00214Q401 | 276,756 | 1,875 | SH | SOLE | 0 | 0 | 1,875 | ||
AT&T INC | COM | 00206R102 | 661,075 | 22,843 | SH | SOLE | 0 | 0 | 22,843 | ||
AUTOZONE INC | COM | 053332102 | 408,345 | 110 | SH | SOLE | 0 | 0 | 110 | ||
BANK AMERICA CORP | COM | 060505104 | 443,075 | 9,363 | SH | SOLE | 0 | 0 | 9,363 | ||
BECTON DICKINSON & CO | COM | 075887109 | 283,351 | 1,645 | SH | SOLE | 0 | 0 | 1,645 | ||
BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 | 134,150 | 15,090 | SH | SOLE | 0 | 0 | 15,090 | ||
BLACKSTONE INC | COM | 09260D107 | 459,959 | 3,075 | SH | SOLE | 0 | 0 | 3,075 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 845,317 | 7,870 | SH | SOLE | 0 | 0 | 7,870 | ||
BROADCOM INC | COM | 11135F101 | 763,125 | 2,768 | SH | SOLE | 0 | 0 | 2,768 | ||
CAMECO CORP | COM | 13321L108 | 688,854 | 9,280 | SH | SOLE | 0 | 0 | 9,280 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 730,192 | 25,967 | SH | SOLE | 0 | 0 | 25,967 | ||
CATERPILLAR INC | COM | 149123101 | 453,047 | 1,167 | SH | SOLE | 0 | 0 | 1,167 | ||
CERAGON NETWORKS LTD | ORD | M22013102 | 24,600 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 493,499 | 2,027 | SH | SOLE | 0 | 0 | 2,027 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,447,253 | 10,107 | SH | SOLE | 0 | 0 | 10,107 | ||
COCA COLA CO | COM | 191216100 | 332,979 | 4,706 | SH | SOLE | 0 | 0 | 4,706 | ||
COHERENT CORP | COM | 19247G107 | 347,741 | 3,898 | SH | SOLE | 0 | 0 | 3,898 | ||
COMCAST CORP NEW | CL A | 20030N101 | 203,532 | 5,703 | SH | SOLE | 0 | 0 | 5,703 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 524,458 | 1,625 | SH | SOLE | 0 | 0 | 1,625 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 320,865 | 630 | SH | SOLE | 0 | 0 | 630 | ||
CSX CORP | COM | 126408103 | 283,911 | 8,701 | SH | SOLE | 0 | 0 | 8,701 | ||
CVS HEALTH CORP | COM | 126650100 | 246,440 | 3,573 | SH | SOLE | 0 | 0 | 3,573 | ||
DANAHER CORPORATION | COM | 235851102 | 217,096 | 1,099 | SH | SOLE | 0 | 0 | 1,099 | ||
DEERE & CO | COM | 244199105 | 225,077 | 443 | SH | SOLE | 0 | 0 | 443 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | 14,095,778 | 470,016 | SH | SOLE | 0 | 0 | 470,016 | ||
DISNEY WALT CO | COM | 254687106 | 388,636 | 3,134 | SH | SOLE | 0 | 0 | 3,134 | ||
ELI LILLY & CO | COM | 532457108 | 3,213,280 | 4,122 | SH | SOLE | 0 | 0 | 4,122 | ||
ETF SER SOLUTIONS | DEFIANCE CONNECT | 26922A289 | 228,849 | 4,338 | SH | SOLE | 0 | 0 | 4,338 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 265,700 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
EXELON CORP | COM | 30161N101 | 218,070 | 5,022 | SH | SOLE | 0 | 0 | 5,022 | ||
EXXON MOBIL CORP | COM | 30231G102 | 3,204,006 | 29,722 | SH | SOLE | 0 | 0 | 29,722 | ||
F5 INC | COM | 315616102 | 208,967 | 710 | SH | SOLE | 0 | 0 | 710 | ||
FORD MTR CO | COM | 345370860 | 133,502 | 12,304 | SH | SOLE | 0 | 0 | 12,304 | ||
FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | 10,445,599 | 192,333 | SH | SOLE | 0 | 0 | 192,333 | ||
FULTON FINL CORP PA | COM | 360271100 | 1,721,709 | 95,438 | SH | SOLE | 0 | 0 | 95,438 | ||
GABELLI EQUITY TR INC | COM | 362397101 | 108,392 | 18,624 | SH | SOLE | 0 | 0 | 18,624 | ||
GABELLI UTIL TR | COM | 36240A101 | 105,200 | 18,138 | SH | SOLE | 0 | 0 | 18,138 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 1,760,660 | 5,500 | SH | SOLE | 0 | 0 | 5,500 | ||
GE AEROSPACE | COM NEW | 369604301 | 249,948 | 971 | SH | SOLE | 0 | 0 | 971 | ||
GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | 342,468 | 7,858 | SH | SOLE | 0 | 0 | 7,858 | ||
HONEYWELL INTL INC | COM | 438516106 | 307,402 | 1,320 | SH | SOLE | 0 | 0 | 1,320 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 568,675 | 2,300 | SH | SOLE | 0 | 0 | 2,300 | ||
INNOVIZ TECHNOLOGIES LTD | SHS | M5R635108 | 17,707 | 10,797 | SH | SOLE | 0 | 0 | 10,797 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 508,053 | 1,723 | SH | SOLE | 0 | 0 | 1,723 | ||
INTUIT | COM | 461202103 | 362,310 | 460 | SH | SOLE | 0 | 0 | 460 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 3,398,525 | 32,528 | SH | SOLE | 0 | 0 | 32,528 | ||
JOHNSON & JOHNSON | COM | 478160104 | 246,863 | 1,616 | SH | SOLE | 0 | 0 | 1,616 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 2,333,836 | 8,050 | SH | SOLE | 0 | 0 | 8,050 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 406,427 | 5,251 | SH | SOLE | 0 | 0 | 5,251 | ||
MCDONALDS CORP | COM | 580135101 | 379,260 | 1,298 | SH | SOLE | 0 | 0 | 1,298 | ||
MERCK & CO INC | COM | 58933Y105 | 458,944 | 5,798 | SH | SOLE | 0 | 0 | 5,798 | ||
META PLATFORMS INC | CL A | 30303M102 | 644,201 | 873 | SH | SOLE | 0 | 0 | 873 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 204,965 | 1,663 | SH | SOLE | 0 | 0 | 1,663 | ||
MICROSOFT CORP | COM | 594918104 | 3,199,898 | 6,433 | SH | SOLE | 0 | 0 | 6,433 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 774,284 | 11,154 | SH | SOLE | 0 | 0 | 11,154 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 499,980 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
NORWOOD FINANCIAL CORP | COM | 669549107 | 606,552 | 23,528 | SH | SOLE | 0 | 0 | 23,528 | ||
NVIDIA CORPORATION | COM | 67066G104 | 1,804,959 | 11,425 | SH | SOLE | 0 | 0 | 11,425 | ||
OCEANFIRST FINL CORP | COM | 675234108 | 468,091 | 26,581 | SH | SOLE | 0 | 0 | 26,581 | ||
ORACLE CORP | COM | 68389X105 | 872,751 | 3,992 | SH | SOLE | 0 | 0 | 3,992 | ||
PEOPLES FINL SVCS CORP | COM | 711040105 | 1,414,697 | 28,655 | SH | SOLE | 0 | 0 | 28,655 | ||
PEPSICO INC | COM | 713448108 | 314,762 | 2,384 | SH | SOLE | 0 | 0 | 2,384 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 225,691 | 1,239 | SH | SOLE | 0 | 0 | 1,239 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 678,888 | 3,642 | SH | SOLE | 0 | 0 | 3,642 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 376,541 | 2,363 | SH | SOLE | 0 | 0 | 2,363 | ||
PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | 224,459 | 2,297 | SH | SOLE | 0 | 0 | 2,297 | ||
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 269,031 | 3,196 | SH | SOLE | 0 | 0 | 3,196 | ||
QUALCOMM INC | COM | 747525103 | 278,624 | 1,749 | SH | SOLE | 0 | 0 | 1,749 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 567,014 | 1,707 | SH | SOLE | 0 | 0 | 1,707 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 292,117 | 933 | SH | SOLE | 0 | 0 | 933 | ||
RTX CORPORATION | COM | 75513E101 | 228,453 | 1,565 | SH | SOLE | 0 | 0 | 1,565 | ||
S&P GLOBAL INC | COM | 78409V104 | 263,118 | 499 | SH | SOLE | 0 | 0 | 499 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 429,284 | 4,705 | SH | SOLE | 0 | 0 | 4,705 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 8,891,845 | 65,968 | SH | SOLE | 0 | 0 | 65,968 | ||
SOUTHERN CO | COM | 842587107 | 289,789 | 3,156 | SH | SOLE | 0 | 0 | 3,156 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 342,324 | 1,123 | SH | SOLE | 0 | 0 | 1,123 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,281,221 | 5,311 | SH | SOLE | 0 | 0 | 5,311 | ||
SPDR SERIES TRUST | S&P BIOTECH | 78464A870 | 233,695 | 2,818 | SH | SOLE | 0 | 0 | 2,818 | ||
T-MOBILE US INC | COM | 872590104 | 299,493 | 1,257 | SH | SOLE | 0 | 0 | 1,257 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 410,174 | 1,689 | SH | SOLE | 0 | 0 | 1,689 | ||
TESLA INC | COM | 88160R101 | 358,320 | 1,128 | SH | SOLE | 0 | 0 | 1,128 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 307,484 | 986 | SH | SOLE | 0 | 0 | 986 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 603,580 | 5,962 | SH | SOLE | 0 | 0 | 5,962 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,131,403 | 4,043 | SH | SOLE | 0 | 0 | 4,043 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 37,245,239 | 65,569 | SH | SOLE | 0 | 0 | 65,569 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 563,261 | 13,017 | SH | SOLE | 0 | 0 | 13,017 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 210,580 | 473 | SH | SOLE | 0 | 0 | 473 | ||
VISA INC | COM CL A | 92826C839 | 551,748 | 1,554 | SH | SOLE | 0 | 0 | 1,554 | ||
WALMART INC | COM | 931142103 | 311,130 | 3,182 | SH | SOLE | 0 | 0 | 3,182 | ||
WELLS FARGO CO NEW | COM | 949746101 | 288,352 | 3,599 | SH | SOLE | 0 | 0 | 3,599 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | 15,293,027 | 182,625 | SH | SOLE | 0 | 0 | 182,625 |