RTD FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 54K | $1.50M |
 | TREX | 21K | $749.09K |
 | BMY | 19K | $1.12M |
 | OTEX | 12K | $258.96K |
 | NEE | 10K | $897.11K |
 | PEG | 9K | $747.17K |
 | XOM | 8K | $1.43M |
 | AAPL | 8K | $1.98M |
 | WTRG | 7K | $286.04K |
 | BAC | 4K | $216.01K |
 | GOOG | 4K | $1.17M |
 | MRK | 4K | $429.68K |
 | ALB | 3K | $613.81K |
 | CVX | 3K | $586.36K |
 | CL | 3K | $240.95K |
 | JNJ | 3K | $641.17K |
 | ONTO | 2K | $410.14K |
 | WST | 2K | $381.98K |
 | BA | 1K | $287.00K |
 | NVDA | 1K | $235.96K |
Pfizer Inc.
PFE
Shares Held
54K
Value
$1.50M
Trex Company, Inc.
TREX
Shares Held
21K
Value
$749.09K
Bristol-Myers Squibb Company
BMY
Shares Held
19K
Value
$1.12M
Open Text Corporation
OTEX
Shares Held
12K
Value
$258.96K
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$897.11K
Public Service Enterprise Group Incorporated
PEG
Shares Held
9K
Value
$747.17K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$1.43M
Apple Inc.
AAPL
Shares Held
8K
Value
$1.98M
Essential Utilities, Inc.
WTRG
Shares Held
7K
Value
$286.04K
Bank of America Corporation
BAC
Shares Held
4K
Value
$216.01K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.17M
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$429.68K
Albemarle Corporation
ALB
Shares Held
3K
Value
$613.81K
Chevron Corporation
CVX
Shares Held
3K
Value
$586.36K
Colgate-Palmolive Company
CL
Shares Held
3K
Value
$240.95K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$641.17K
Onto Innovation Inc.
ONTO
Shares Held
2K
Value
$410.14K
West Pharmaceutical Services, Inc.
WST
Shares Held
2K
Value
$381.98K
The Boeing Company
BA
Shares Held
1K
Value
$287.00K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$235.96K