Philadelphia Investment Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI Philadelphia Investment Partners, LLC | Institutional Filer | — | $147.0M | 185 |
Current Portfolio Holdings
Showing all 185 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ANGL | VANECK VECTORS TR FALLEN ANGEL HG | — | 434K | $12.5M | 8.47% |
| 2 | PLTR | Palantir Technologies Inc. | Technology | 70K | $10.3M | 7.00% |
| 3 | MOAT | VANECK VECTORS TR MORNINGSTAR WIDE | — | 91K | $8.8M | 5.99% |
| 4 | IEI | ISHARES TR 3 7 YR TREAS | — | 62K | $7.4M | 5.01% |
| 5 | ICSH | ISHARES TR BLACKROCK | — | 143K | $7.3M | 4.94% |
| 6 | SPYG | SPDR SERIES TRUST PRTFLO S&P500 GW | — | 73K | $7.2M | 4.86% |
| 7 | FRDM | EA SERIES TRUST FREEDOM 100 | — | 111K | $6.1M | 4.12% |
| 8 | DBEF | DBX TR XTRAK MSCI EAFE | — | 97K | $4.8M | 3.25% |
| 9 | NVDA | NVIDIA Corporation | Technology | 25K | $4.4M | 2.97% |
| 10 | JPIB | J P MORGAN EXCHANGE TRADED F GLOBAL BD | — | 84K | $4.0M | 2.74% |
| 11 | AAPL | Apple Inc. | Technology | 15K | $3.8M | 2.61% |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC SMLLCP 600 | — | 33K | $3.8M | 2.60% |
| 13 | BX | Blackstone Inc. | Financial Services | 30K | $3.5M | 2.36% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 10K | $3.0M | 2.05% |
| 15 | XLE | Energy Select Sector SPDR Fund | — | 46K | $2.8M | 1.92% |
Showing 1 to 15 of 185 holdings