0001004140-20-000006.txt : 20200407 0001004140-20-000006.hdr.sgml : 20200407 20200407170406 ACCESSION NUMBER: 0001004140-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200407 DATE AS OF CHANGE: 20200407 EFFECTIVENESS DATE: 20200407 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CENTRAL INDEX KEY: 0001004140 IRS NUMBER: 232815817 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19699 FILM NUMBER: 20780345 BUSINESS ADDRESS: STREET 1: 1841 HUNTINGDON PIKE CITY: HUNTINGDON VALLEY STATE: PA ZIP: 19006 BUSINESS PHONE: 2158817700 MAIL ADDRESS: STREET 1: 1841 HUNTINGDON PIKE CITY: HUNTINGDON VALLEY STATE: PA ZIP: 19006 FORMER COMPANY: FORMER CONFORMED NAME: PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV DATE OF NAME CHANGE: 19951129 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001004140 XXXXXXXX 03-31-2020 03-31-2020 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

1841 HUNTINGDON PIKE HUNTINGDON VALLEY PA 19006

13F HOLDINGS REPORT 028-19699 N Irvin G. Schorsch, III 215-881-7700 Irvin G. Schorsch, III Huntingdon Valley PA 04-07-2020 0 65 77600 false INFORMATION TABLE 2 pcm13f1q20.xml ISHARES TR CORE S&P MCP ETF 464287507 267 2006 SH OTR 0 0 0 2006 ISHARES TR CORE S&P MCP ETF 464287507 4022 30203 SH SOLE 0 0 0 30203 ISHARES TR CORE S&P SCP ETF 464287804 122 2385 SH OTR 0 0 0 2385 ISHARES TR CORE S&P SCP ETF 464287804 1621 31787 SH SOLE 0 0 0 31787 ISHARES TR CORE S&P500 ETF 464287200 435 1745 SH OTR 0 0 0 1745 ISHARES TR CORE S&P500 ETF 464287200 7029 28225 SH SOLE 0 0 0 28225 AMAZON COM INC COM 023135106 414 217 SH OTR 0 0 0 217 AMAZON COM INC COM 023135106 12332 6468 SH SOLE 0 0 0 6468 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32 177 SH OTR 0 0 0 177 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 664 3722 SH SOLE 0 0 0 3722 ERICSSON ADR B SEK 10 294821608 167 21570 SH SOLE 0 0 0 21570 JOHNSON & JOHNSON COM 478160104 827 6166 SH SOLE 0 0 0 6166 MICROSOFT CORP COM 594918104 232 1511 SH OTR 0 0 0 1511 MICROSOFT CORP COM 594918104 12964 84276 SH SOLE 0 0 0 84276 PEPSICO INC COM 713448108 200 1609 SH SOLE 0 0 0 1609 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 14 143 SH OTR 0 0 0 143 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 809 8051 SH SOLE 0 0 0 8051 AUTOMATIC DATA PROCESSING IN COM 053015103 280 2181 SH SOLE 0 0 0 2181 EXXON MOBIL CORP COM 30231G102 74 1878 SH OTR 0 0 0 1878 EXXON MOBIL CORP COM 30231G102 208 5308 SH SOLE 0 0 0 5308 COSTCO WHSL CORP NEW COM 22160K105 462 1600 SH SOLE 0 0 0 1600 DOMINION ENERGY INC COM 25746U109 214 3081 SH SOLE 0 0 0 3081 MERCK & CO. INC COM 58933Y105 25 333 SH OTR 0 0 0 333 MERCK & CO. INC COM 58933Y105 540 7076 SH SOLE 0 0 0 7076 FULTON FINL CORP PA COM 360271100 505 50508 SH SOLE 0 0 0 50508 JPMORGAN CHASE & CO COM 46625H100 126 1500 SH OTR 0 0 0 1500 JPMORGAN CHASE & CO COM 46625H100 175 2080 SH SOLE 0 0 0 2080 UNITEDHEALTH GROUP INC COM 91324P102 620 2701 SH SOLE 0 0 0 2701 UNITED TECHNOLOGIES CORP COM 913017109 426 8538 SH SOLE 0 0 0 8538 VANGUARD INDEX FDS TOTAL STK MKT 922908769 500 4051 SH SOLE 0 0 0 4051 NEXTERA ENERGY INC COM 65339F101 696 3142 SH SOLE 0 0 0 3142 APPLE INC COM 037833100 1107 4585 SH OTR 0 0 0 4585 APPLE INC COM 037833100 8725 36140 SH SOLE 0 0 0 36140 GENERAL DYNAMICS CORP COM 369550108 251 2000 SH SOLE 0 0 0 2000 CHESAPEAKE ENERGY CORP COM 165167107 3 15480 SH SOLE 0 0 0 15480 ENTERPRISE PRODS PARTNERS L COM 293792107 116 8030 SH OTR 0 0 0 8030 ENTERPRISE PRODS PARTNERS L COM 293792107 1237 85745 SH SOLE 0 0 0 85745 ALPHABET INC CAP STK CL A 02079K305 968 886 SH SOLE 0 0 0 886 VANGUARD INDEX FDS GROWTH ETF 922908736 22 145 SH OTR 0 0 0 145 VANGUARD INDEX FDS GROWTH ETF 922908736 496 3296 SH SOLE 0 0 0 3296 VULCAN MATLS CO COM 929160109 375 3780 SH OTR 0 0 0 3780 VULCAN MATLS CO COM 929160109 2237 22553 SH SOLE 0 0 0 22553 CENTENE CORP DEL COM 15135B101 662 12132 SH OTR 0 0 0 12132 CENTENE CORP DEL COM 15135B101 1009 18482 SH SOLE 0 0 0 18482 THERMO FISHER SCIENTIFIC INC COM 883556102 226 800 SH OTR 0 0 0 800 THERMO FISHER SCIENTIFIC INC COM 883556102 274 972 SH SOLE 0 0 0 972 SALESFORCE COM INC COM 79466L302 424 3158 SH SOLE 0 0 0 3158 CITIZENS & NORTHN CORP COM 172922106 2255 129608 SH SOLE 0 0 0 129608 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 22 4101 SH OTR 0 0 0 4101 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 364 66631 SH SOLE 0 0 0 66631 ERIE INDTY CO CL A 29530P102 419 2550 SH SOLE 0 0 0 2550 ISHARES TR MSCI KLD400 SOC 464288570 320 3406 SH SOLE 0 0 0 3406 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 271 220 SH SOLE 0 0 0 220 WELLS FARGO CO NEW PERP PFD CNV A 949746804 114 95 SH OTR 0 0 0 95 WELLS FARGO CO NEW PERP PFD CNV A 949746804 962 798 SH SOLE 0 0 0 798 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 224 3859 SH SOLE 0 0 0 3859 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 929 15788 SH SOLE 0 0 0 15788 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 357 7578 SH SOLE 0 0 0 7578 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 241 3165 SH SOLE 0 0 0 3165 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 888 22753 SH SOLE 0 0 0 22753 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 126 2840 SH OTR 0 0 0 2840 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3149 71083 SH SOLE 0 0 0 71083 FACEBOOK INC CL A 30303M102 224 1450 SH SOLE 0 0 0 1450 ALPHABET INC CAP STK CL C 02079K107 422 384 SH SOLE 0 0 0 384 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1179 6299 SH SOLE 0 0 0 6299