OF

ORRSTOWN FINANCIAL SERVICES INC

13F
ORRSTOWN FINANCIAL SERVICES INC
Last update 2024-10-24 142 Stocks (62 new)
Value $339.00 Mil Turnover 43 %
Countries:
Top Holdings: IVV(16.20%)OMFL(14.89%)AVUV(7.13%)JGRO(4.57%)FENI(4.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
ORRSTOWN FINANCIAL SERVICES IN... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
95,098
54854.430
+5.86%
16.200
+0.90%
0.010
+1.13%
-0.91%
580036.558
 
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF
951,524
50421.260
+15.14%
14.890
+1.96%
0.950
+1.06%
-0.65%
5036.702
 
AVUV 		Avantis U.S. Small Cap Value ETF
251,552
24136.410
+996.47%
7.130
+6.48%
0.180
+0.07%
-1.91%
14987.533
 
JGRO 		JPMorgan Active Growth ETF
201,303
15476.180
-7.70%
4.570
-0.67%
0.520
+3.72%
-0.33%
4308.546
 
FENI 		Fidelity Enhanced International ETF
508,128
15386.110
+3,563.77%
4.550
+4.43%
0.860
-6.96%
-0.54%
1721.385
 
IJH 		iShares Core S&P Mid-Cap ETF
169,305
10551.090
+606.50%
3.120
+2.68%
0.010
+0.28%
-0.67%
94477.979
 
JEPI 		JPMorgan Equity Premium Income ETF
137,462
8180.370
New Holding
2.420
+2.42%
0.020
-1.60%
-0.82%
36564.048
 
IJR 		iShares Core S&P Small-Cap ETF
67,301
7871.540
New Holding
2.330
+2.33%
0.010
+0.04%
-1.86%
85956.716
 
MSFT 		Microsoft Corp
17,116
7365.020
+130.24%
2.180
+1.23%
0.000
+0.95%
-0.60%
3114843.301
Software
AAPL 		Apple Inc
28,235
6578.760
+147.89%
1.940
+1.16%
0.000
+3.52%
-5.42%
3580182.678
Hardware

ORRSTOWN FINANCIAL SERVICES INC's Historical Top Holdings Breakdowns

ORRSTOWN FINANCIAL SERVICES INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2023-12-31New Buy
+27.16%
●
412.55 ($447.6) 479
$583.33
30.32%
New holding
69,845
69,845
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2023-12-31New Buy
+27.08%
●
43.21 ($47.18) 51.71
$53.88
14.20%
New holding
646,981
646,981
JGRO 		JPMorgan Active Growth ETF2024-03-31Add
+7.74%
●
59.29 ($66.26) 70.94
$80.76
21.88%
Add 974.76%
218,069
197,779
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30Add
+6.48%
●
88.24 ($93.47) 99.7
$94.69
1.31%
Add 996.47%
251,552
228,610
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2024-03-31Add
+4.77%
●
48.96 ($51.43) 55.23
$53.88
4.76%
Add 23.97%
802,040
155,059
FENI 		Fidelity Enhanced International ETF2024-09-30Add
+4.43%
●
27.1 ($29.07) 30.48
$27.38
-5.81%
Add 3563.77%
508,128
494,259
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+4.31%
●
469.56 ($500.36) 525.73
$583.33
16.58%
Add 21.09%
84,574
14,729
IWB 		iShares Russell 1000 ETF2023-12-31Reduce
-3.28%
●
225.16 ($244.85) 263.17
$319.51
30.49%
Reduce -49.38%
7,217
-7,040
VOO 		Vanguard S&P 500 ETF2024-03-31New Buy
+2.82%
●
429.43 ($457.68) 481.35
$533.89
16.65%
New holding
10,546
10,546
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+2.68%
●
57.32 ($60.3) 62.65
$61.89
2.64%
Add 606.5%
169,305
145,341

ORRSTOWN FINANCIAL SERVICES INC Total Holding History ($B)

To

ORRSTOWN FINANCIAL SERVICES INC's Asset Allocation

To

ORRSTOWN FINANCIAL SERVICES INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ORRSTOWN FINANCIAL SERVICES INC's Hypothetical Growth since 2024-09-30

ORRSTOWN FINANCIAL SERVICES INC's Yearly Returns

Year Portfolio % % Excess Gain %

ORRSTOWN FINANCIAL SERVICES INC's Holdings Heat Map

Size field:

ORRSTOWN FINANCIAL SERVICES INC's Holdings Bubble Chart

ORRSTOWN FINANCIAL SERVICES INC News

  • 1

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