RTD FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 53K | $1.32M |
 | TREX | 21K | $721.53K |
 | BMY | 19K | $998.54K |
 | OTEX | 17K | $560.77K |
 | NEE | 10K | $813.06K |
 | PEG | 9K | $741.17K |
 | XOM | 8K | $987.27K |
 | AAPL | 7K | $2.01M |
 | WTRG | 7K | $272.47K |
 | BAC | 4K | $241.36K |
 | GOOG | 4K | $1.33M |
 | MRK | 4K | $382.57K |
 | ALB | 3K | $483.58K |
 | CVX | 2K | $373.09K |
 | JNJ | 2K | $495.23K |
 | ONTO | 2K | $315.72K |
 | NVDA | 2K | $297.89K |
 | WST | 2K | $419.31K |
 | BA | 1K | $313.09K |
 | MSFT | 1K | $686.74K |
Pfizer Inc.
PFE
Shares Held
53K
Value
$1.32M
Trex Company, Inc.
TREX
Shares Held
21K
Value
$721.53K
Bristol-Myers Squibb Company
BMY
Shares Held
19K
Value
$998.54K
Open Text Corporation
OTEX
Shares Held
17K
Value
$560.77K
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$813.06K
Public Service Enterprise Group Incorporated
PEG
Shares Held
9K
Value
$741.17K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$987.27K
Apple Inc.
AAPL
Shares Held
7K
Value
$2.01M
Essential Utilities, Inc.
WTRG
Shares Held
7K
Value
$272.47K
Bank of America Corporation
BAC
Shares Held
4K
Value
$241.36K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.33M
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$382.57K
Albemarle Corporation
ALB
Shares Held
3K
Value
$483.58K
Chevron Corporation
CVX
Shares Held
2K
Value
$373.09K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$495.23K
Onto Innovation Inc.
ONTO
Shares Held
2K
Value
$315.72K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$297.89K
West Pharmaceutical Services, Inc.
WST
Shares Held
2K
Value
$419.31K
The Boeing Company
BA
Shares Held
1K
Value
$313.09K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$686.74K