OF
| |
ORRSTOWN FINANCIAL SERVICES INC13F | |
| ORRSTOWN FINANCIAL SERVICES INC | |
| Last update 2025-07-11 | 141 Stocks (20 new) |
| Value $475.00 Mil | Turnover 5 % |
ORRSTOWN FINANCIAL SERVICES IN... Top Holdings of 2025-06-30
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 | 133,325 | 82,781.5 | +1.48% | 17.440 | +0.26% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
| 999,063 | 57,725.9 | +1.23% | 12.160 | +0.15% | 1.170 | +10.68% | +6.45% | 4,927.5 | ||
FENI | Fidelity Enhanced International ETF | 1,286,213 | 42,779.4 | +3.67% | 9.010 | +0.32% | 1.470 | +16.39% | +22.13% | 2,898.3 | ||
JAVA | JPMorgan Active Value ETF | 639,323 | 41,875.7 | +5.53% | 8.820 | +0.46% | 1.140 | +11.83% | +5.61% | 3,727.8 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 360,075 | 32,802.8 | +3.93% | 6.910 | +0.26% | 0.200 | +20.71% | -0.86% | 16,734.9 | ||
GSC | Goldman Sachs Small Cap Equity ETF | 461,030 | 23,268.7 | +5.45% | 4.900 | +0.25% | 16.470 | +17.43% | -0.40% | 142.8 | ||
JEPI | JPMorgan Equity Premium Income ETF | 376,972 | 21,430.9 | +3.95% | 4.510 | +0.17% | 0.050 | +7.87% | +3.08% | 40,886.4 | ||
JGRO | JPMorgan Active Growth ETF | 199,937 | 17,208.6 | +2.07% | 3.620 | +0.07% | 0.270 | +20.39% | +6.01% | 6,369.5 | ||
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 112,858 | 7,062.6 | +9.00% | 1.490 | +0.12% | 0.210 | +8.23% | +1.94% | 3,313.3 | ||
MSFT | Microsoft Corp | 14,096 | 7,011.5 | -1.32% | 1.480 | -0.02% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAVA | JPMorgan Active Value ETF | 2025-06-30 | Add Add | +0.46% | 56.84 ($62.46) 65.5 | $66.42 | 6.34% | Add 5.53% | 639,323 | 33,495 | |
FENI | Fidelity Enhanced International ETF | 2025-06-30 | Add Add | +0.32% | 26.51 ($31.24) 33.28 | $33.03 | 5.73% | Add 3.67% | 1,286,213 | 45,537 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +0.26% | 75.17 ($86.2) 91.21 | $94.88 | 10.07% | Add 3.93% | 360,075 | 13,617 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.26% | 498.8 ($573.99) 620.9 | $626.44 | 9.14% | Add 1.48% | 133,325 | 1,950 | |
GSC | Goldman Sachs Small Cap Equity ETF | 2025-06-30 | Add Add | +0.25% | 41.09 ($47.37) 50.53 | $50.99 | 7.64% | Add 5.45% | 461,030 | 23,823 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +0.21% | 167.32 ($197.77) 223.3 | $225.02 | 13.78% | Add 27.22% | 20,867 | 4,465 | |
CRM | Salesforce Inc | 2025-06-30 | Add Add | +0.18% | 236.26 ($267.36) 291.15 | $258.07 | -3.47% | Add 76.21% | 7,295 | 3,155 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Add Add | +0.17% | 51.14 ($55.42) 57.14 | $56.76 | 2.42% | Add 3.95% | 376,972 | 14,322 | |
ACWX | iShares MSCI ACWI Ex US Index Fund | 2025-06-30 | Reduce Reduce | -0.16% | 49.48 ($57.7) 61.22 | $60.78 | 5.34% | Reduce -31.23% | 26,045 | -11,825 | |
OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
| 2025-06-30 | Add Add | +0.15% | 48.43 ($54.54) 57.78 | $57.49 | 5.41% | Add 1.23% | 999,063 | 12,133 |
ORRSTOWN FINANCIAL SERVICES INC Total Holding History ($B)
ORRSTOWN FINANCIAL SERVICES INC's Asset Allocation
ORRSTOWN FINANCIAL SERVICES INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
ORRSTOWN FINANCIAL SERVICES INC's Hypothetical Growth since 2025-06-30
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers