RTD FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 52K | $1.32M |
 | BMY | 22K | $974.25K |
 | OTEX | 21K | $798.18K |
 | TREX | 21K | $1.06M |
 | NEE | 10K | $764.55K |
 | AAPL | 9K | $2.41M |
 | PEG | 9K | $770.34K |
 | XOM | 8K | $868.85K |
 | WTRG | 7K | $283.41K |
 | BAC | 4K | $225.97K |
 | ALB | 4K | $340.45K |
 | GOOG | 4K | $1.00M |
 | MRK | 3K | $292.46K |
 | CVX | 3K | $436.49K |
 | WMT | 2K | $242.59K |
 | JNJ | 2K | $415.90K |
 | NVDA | 2K | $387.59K |
 | ONTO | 2K | $258.44K |
 | MSFT | 2K | $896.75K |
 | WST | 2K | $399.79K |
Pfizer Inc.
PFE
Shares Held
52K
Value
$1.32M
Bristol-Myers Squibb Company
BMY
Shares Held
22K
Value
$974.25K
Open Text Corporation
OTEX
Shares Held
21K
Value
$798.18K
Trex Company, Inc.
TREX
Shares Held
21K
Value
$1.06M
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$764.55K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.41M
Public Service Enterprise Group Incorporated
PEG
Shares Held
9K
Value
$770.34K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$868.85K
Essential Utilities, Inc.
WTRG
Shares Held
7K
Value
$283.41K
Bank of America Corporation
BAC
Shares Held
4K
Value
$225.97K
Albemarle Corporation
ALB
Shares Held
4K
Value
$340.45K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.00M
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$292.46K
Chevron Corporation
CVX
Shares Held
3K
Value
$436.49K
Walmart Inc.
WMT
Shares Held
2K
Value
$242.59K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$415.90K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$387.59K
Onto Innovation Inc.
ONTO
Shares Held
2K
Value
$258.44K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$896.75K
West Pharmaceutical Services, Inc.
WST
Shares Held
2K
Value
$399.79K