| Univest Financial Corporation UVSP | $8.44M | 1.39 | 405,491 | -6.82% | -$617,792.18 | 2.4 | |
| MKS Instruments, Inc. MKSI | $4.33M | 0.05 | 32,530 | +4.93% | +$203,224.00 | 1.23 | |
| Charles River Laboratories International, Inc. CRL | $4.51M | 0.03 | 16,638 | -2.78% | -$128,701.25 | 1.28 | |
| SS&C Technologies Holdings, Inc. SSNC | $4.1M | 0.03 | 63,747 | +2.17% | +$87,285.71 | 1.17 | |
| Pool Corporation POOL | $3.83M | 0.03 | 9,487 | +1.42% | +$53,665.51 | 1.09 | |
| Skyworks Solutions, Inc. SWKS | $3.96M | 0.02 | 36,544 | +17.88% | +$600,526.07 | 1.13 | |
| The Estée Lauder Companies Inc. EL | $6.22M | 0.01 | 40,349 | +265.85% | +$4.52M | 1.77 | |
| Agilent Technologies, Inc. A | $4.25M | 0.01 | 29,238 | -4.12% | -$182,906.05 | 1.21 | |
| TE Connectivity Ltd. TEL | $3.96M | 0.01 | 27,255 | +3.11% | +$119,242.03 | 1.13 | |
| Roper Technologies, Inc. ROP | $5.69M | 0.01 | 10,151 | -6.59% | -$401,561.45 | 1.62 | |
| American Tower Corporation AMT | $5.74M | 0.01 | 29,035 | +16.09% | +$795,299.80 | 1.63 | |
| FedEx Corporation FDX | $4.53M | 0.01 | 15,650 | +13.29% | +$531,962.64 | 1.29 | |
| Regeneron Pharmaceuticals, Inc. REGN | $5.63M | 0.01 | 5,850 | -16.54% | -$1.12M | 1.6 | |
| BlackRock, Inc. BLK | $6.67M | 0.01 | 8,006 | -4.78% | -$335,147.44 | 1.9 | |
| Zoetis Inc. ZTS | $3.61M | 0.01 | 21,343 | +3.64% | +$126,907.50 | 1.03 | |
| NextEra Energy, Inc. NEE | $6.67M | 0.01 | 104,365 | +188.41% | +$4.36M | 1.9 | |
| The Sherwin-Williams Company SHW | $4.22M | 0.01 | 12,141 | -37.66% | -$2.55M | 1.2 | |
| Applied Materials, Inc. AMAT | $6.89M | <0.01 | 33,429 | -10.27% | -$788,623.56 | 1.96 | |
| Equifax Inc. EFX | $1.4M | <0.01 | 5,250 | 0% | +$0 | 0.4 | |
| Mondelez International, Inc. MDLZ | $3.62M | <0.01 | 51,710 | +3.08% | +$108,150.00 | 1.03 | |
| The TJX Companies, Inc. TJX | $3.89M | <0.01 | 38,389 | New | +$3.89M | 1.11 | |
| American Express Company AXP | $4.3M | <0.01 | 18,877 | -12.05% | -$589,034.15 | 1.22 | |
| NIKE, Inc. NKE | $3.64M | <0.01 | 38,694 | +11.68% | +$380,243.07 | 1.03 | |
| Honeywell International Inc. HON | $4.05M | <0.01 | 19,751 | +0.24% | +$9,646.75 | 1.15 | |
| S&P Global Inc. SPGI | $4.16M | <0.01 | 9,777 | -5.13% | -$225,063.02 | 1.18 | |
| The Charles Schwab Corporation SCHW | $4.04M | <0.01 | 55,871 | New | +$4.04M | 1.15 | |
| Thermo Fisher Scientific Inc. TMO | $6.46M | <0.01 | 11,115 | +7.34% | +$441,719.59 | 1.84 | |
| Johnson & Johnson JNJ | $8.4M | <0.01 | 53,107 | -1.43% | -$121,806.29 | 2.39 | |
| Accenture plc ACN | $3.75M | <0.01 | 10,805 | -10.05% | -$418,358.26 | 1.07 | |
| Salesforce, Inc. CRM | $5.82M | <0.01 | 19,337 | +18.25% | +$898,721.02 | 1.66 | |
| Amazon.com, Inc. AMZN | $9.47M | <0.01 | 52,501 | -9.82% | -$1.03M | 2.69 | |
| Meta Platforms, Inc. META | $9.44M | <0.01 | 19,446 | +5.17% | +$463,728.87 | 2.69 | |
| Visa Inc. V | $6.12M | <0.01 | 21,918 | -8.99% | -$604,208.16 | 1.74 | |
| UnitedHealth Group Incorporated UNH | $4.33M | <0.01 | 8,744 | -26.48% | -$1.56M | 1.23 | |
| Costco Wholesale Corporation COST | $4.45M | <0.01 | 6,071 | -40.89% | -$3.08M | 1.27 | |
iShares Core S&P Small-Cap ETF IJR | $2.85M | <0.01 | 25,751 | -0.44% | -$12,599.28 | 0.81 | |
iShares Core S&P Mid-Cap ETF IJH | $3.11M | <0.01 | 51,248 | +394.86% | +$2.48M | 0.89 | |
| Broadcom Inc. AVGO | $1M | <0.01 | 757 | +47.28% | +$322,074.83 | 0.29 | |
| Exxon Mobil Corporation XOM | $1.25M | <0.01 | 10,713 | +4.18% | +$49,983.19 | 0.35 | |
| Microsoft Corporation MSFT | $14.37M | <0.01 | 34,166 | +1.47% | +$207,835.67 | 4.09 | |
Energy Select Sector SPDR Fund XLE | $9.11M | <0.01 | 96,453 | +8.63% | +$723,747.08 | 2.59 | |
Alphabet Inc. GOOGL | $9.02M | <0.01 | 59,776 | -4.04% | -$379,739.85 | 2.57 | |
SPDR S&P 500 ETF Trust SPY | $1.2M | <0.01 | 2,294 | -0.39% | -$4,707.63 | 0.34 | |
| Merck & Co., Inc. MRK | $1.15M | <0.01 | 8,717 | -6.04% | -$73,891.99 | 0.33 | |
Vanguard Total Intl Stock Idx Fund VXUS | $47.59M | <0.01 | 789,266 | +7.98% | +$3.52M | 13.54 | |
Vanguard 500 Index Fund VOO | $26.22M | <0.01 | 54,544 | -1.05% | -$278,806.00 | 7.46 | |
SPDR Portfolio Aggregate Bond ETF SPAB | $9.2M | <0.01 | 364,081 | +12.96% | +$1.06M | 2.62 | |
| Apple Inc. AAPL | $13M | <0.01 | 75,812 | +4.27% | +$532,445.37 | 3.7 | |
| Eli Lilly and Company LLY | $1.78M | <0.01 | 2,290 | 0% | +$0 | 0.51 | |
| JPMorgan Chase & Co. JPM | $1.57M | <0.01 | 7,822 | -74.01% | -$4.46M | 0.45 |