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Philadelphia Investment Partners LLC

Portfolio Manager
Philadelphia Investment Partners LLC
Performance
0% (N/A)
AUM (13F)
$147.01M
# of Holdings
185
Performance Rank
N/A
Allocation (Top 20)
69.08%

Philadelphia Investment Partners LLC Holdings Map

Top 50 Philadelphia Investment Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ANGL
VanEck Fallen Angel High Yield Bond ETF
8.47%433.7K$12.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 433.7K shares
$29.05(+0.40%)
2026-03-31
PLTR
Palantir Technologies Inc. - Class A Common Stock
7%70.3K$10.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 70.3K shares
$162.01(-20.19%)
2026-03-31
MOAT
VanEck Morningstar Wide Moat ETF
5.99%91.1K$8.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 91.1K shares
$100.13(+6.15%)
2026-03-31
IEI
iShares 3-7 Year Treasury Bond ETF
5.01%62.1K$7.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 62.1K shares
$118.97(-1.57%)
2026-03-31
ICSH
iShares Ultra Short Duration Bond Active ETF
4.94%143.4K$7.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 143.4K shares
$50.60(-0.32%)
2026-03-31
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF
4.86%73.0K$7.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 73.0K shares
$102.31(+14.56%)
2026-03-31
FRDM
Freedom 100 Emerging Markets ETF
4.12%110.8K$6.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 110.8K shares
$52.96(+29.23%)
2026-03-31
DBEF
Xtrackers MSCI EAFE Hedged COM ETF
3.25%96.6K$4.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 96.6K shares
$48.76(+12.28%)
2026-03-31
NVDA
NVIDIA Corporation - Common Stock
2.97%25.1K$4.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 25.1K shares
$180.45(+7.97%)
2026-03-31
JPIB
J P MORGAN EXCHANGE TRADED F GLOBAL BD
2.74%84.2K$4.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 84.2K shares
$48.26(+0.02%)
2026-03-31

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