Top 50 Philadelphia Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ANGL | VanEck Fallen Angel High Yield Bond ETF | 8.47% | 433.7K | $12.5M | new | $29.05(+0.40%) | 2026-03-31 | |
| PLTR | Palantir Technologies Inc. - Class A Common Stock | 7% | 70.3K | $10.3M | new | $162.01(-20.19%) | 2026-03-31 | |
| MOAT | VanEck Morningstar Wide Moat ETF | 5.99% | 91.1K | $8.8M | new | $100.13(+6.15%) | 2026-03-31 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | 5.01% | 62.1K | $7.4M | new | $118.97(-1.57%) | 2026-03-31 | |
| ICSH | iShares Ultra Short Duration Bond Active ETF | 4.94% | 143.4K | $7.3M | new | $50.60(-0.32%) | 2026-03-31 | |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | 4.86% | 73.0K | $7.2M | new | $102.31(+14.56%) | 2026-03-31 | |
| FRDM | Freedom 100 Emerging Markets ETF | 4.12% | 110.8K | $6.1M | new | $52.96(+29.23%) | 2026-03-31 | |
| DBEF | Xtrackers MSCI EAFE Hedged COM ETF | 3.25% | 96.6K | $4.8M | new | $48.76(+12.28%) | 2026-03-31 | |
| NVDA | NVIDIA Corporation - Common Stock | 2.97% | 25.1K | $4.4M | new | $180.45(+7.97%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F GLOBAL BD | 2.74% | 84.2K | $4.0M | new | $48.26(+0.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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