First Personal Financial Services
Latest statistics and disclosures from First Personal Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACN, MSFT, WM, GOOGL, NUE, and represent 16.53% of First Personal Financial Services's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$8.5M), WMT, SO, BKH, DUK, SONY, EWL, IVV, PSA, KHC.
- Started 31 new stock positions in SEDG, HPE, SCHO, ANGL, VTV, RNAZ, SCHV, UNFI, BNDX, VCIT.
- Reduced shares in these 10 stocks: BMI, MSFT, CL, WM, SPY, NUE, TSM, KO, SCHG, COST.
- Sold out of its positions in AES, AVAV, ALK, BABA, ALL, ADM, BHP, RA, CCBG, COIN.
- First Personal Financial Services was a net buyer of stock by $9.8M.
- First Personal Financial Services has $431M in assets under management (AUM), dropping by 4.89%.
- Central Index Key (CIK): 0001633869
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Portfolio Holdings for First Personal Financial Services
First Personal Financial Services holds 362 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Accenture Plc Ireland Shs Class A (ACN) | 3.6 | $15M | 44k | 346.61 |
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| Microsoft Corporation (MSFT) | 3.4 | $15M | -3% | 35k | 420.72 |
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| Waste Management (WM) | 3.3 | $14M | -2% | 67k | 213.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $14M | 93k | 150.93 |
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| Nucor Corporation (NUE) | 3.0 | $13M | -2% | 66k | 197.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $12M | +2% | 22k | 525.72 |
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| Ansys (ANSS) | 2.7 | $12M | 33k | 347.16 |
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| Thermo Fisher Scientific (TMO) | 2.6 | $11M | 19k | 581.20 |
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| Procter & Gamble Company (PG) | 2.5 | $11M | 67k | 162.25 |
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| Deere & Company (DE) | 2.5 | $11M | 26k | 410.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $11M | +388% | 176k | 60.74 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.3 | $9.8M | 97k | 101.41 |
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| Public Storage (PSA) | 2.1 | $9.2M | +3% | 32k | 290.06 |
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| American Water Works (AWK) | 2.1 | $9.1M | +2% | 75k | 122.21 |
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| Ishares Msci Switzerland (EWL) | 2.1 | $9.0M | +5% | 190k | 47.60 |
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| Unilever Spon Adr New (UL) | 2.1 | $9.0M | -2% | 179k | 50.19 |
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| Badger Meter (BMI) | 2.0 | $8.8M | -10% | 54k | 161.81 |
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| Oracle Corporation (ORCL) | 2.0 | $8.5M | 68k | 125.61 |
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| Colgate-Palmolive Company (CL) | 1.9 | $8.4M | -4% | 93k | 90.05 |
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| Mccormick & Co Com Non Vtg (MKC) | 1.9 | $8.4M | +2% | 109k | 76.81 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $8.2M | -3% | 60k | 136.05 |
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| Equinix (EQIX) | 1.8 | $7.8M | 9.4k | 825.30 |
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| Costco Wholesale Corporation (COST) | 1.8 | $7.6M | -3% | 10k | 732.62 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.7 | $7.4M | -2% | 82k | 91.25 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $7.4M | 37k | 200.30 |
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| Starbucks Corporation (SBUX) | 1.7 | $7.2M | +2% | 79k | 91.39 |
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| Vanguard World Consum Stp Etf (VDC) | 1.6 | $6.8M | 33k | 204.14 |
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| Wal-Mart Stores (WMT) | 1.5 | $6.5M | +197% | 108k | 60.17 |
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| Apple (AAPL) | 1.4 | $6.2M | 36k | 171.48 |
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| Pepsi (PEP) | 1.4 | $6.2M | 35k | 175.01 |
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| Diageo Spon Adr New (DEO) | 1.4 | $5.9M | 40k | 148.74 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.4 | $5.8M | +3% | 205k | 28.40 |
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| Kimberly-Clark Corporation (KMB) | 1.2 | $5.3M | 41k | 129.35 |
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| Electronic Arts (EA) | 1.2 | $5.2M | 40k | 132.67 |
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| Amgen (AMGN) | 1.2 | $5.0M | -4% | 18k | 284.32 |
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| Clorox Company (CLX) | 1.1 | $4.9M | 32k | 153.11 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $4.9M | 42k | 116.24 |
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| Infosys Sponsored Adr (INFY) | 1.0 | $4.5M | +3% | 252k | 17.93 |
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| Target Corporation (TGT) | 1.0 | $4.4M | -4% | 25k | 177.21 |
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| McDonald's Corporation (MCD) | 0.9 | $3.9M | -5% | 14k | 281.94 |
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| Southern Company (SO) | 0.9 | $3.9M | +93% | 54k | 71.74 |
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| Verizon Communications (VZ) | 0.9 | $3.8M | +6% | 90k | 41.96 |
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| Cisco Systems (CSCO) | 0.9 | $3.7M | -4% | 75k | 49.91 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $3.5M | 33k | 107.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $3.4M | -6% | 37k | 92.72 |
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| Intuit (INTU) | 0.7 | $3.2M | -3% | 4.9k | 650.03 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $2.9M | -7% | 56k | 51.60 |
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| Intel Corporation (INTC) | 0.6 | $2.7M | -3% | 62k | 44.17 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $2.6M | -3% | 35k | 72.63 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $2.5M | -5% | 35k | 73.29 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.6 | $2.5M | +35% | 29k | 85.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.4M | -4% | 5.7k | 420.52 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.3M | -2% | 27k | 86.48 |
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| FactSet Research Systems (FDS) | 0.5 | $2.3M | 5.0k | 454.39 |
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| Visa Com Cl A (V) | 0.5 | $2.1M | 7.7k | 279.08 |
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| 3M Company (MMM) | 0.4 | $1.8M | -2% | 17k | 106.07 |
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| Newmont Mining Corporation (NEM) | 0.4 | $1.7M | +2% | 47k | 35.84 |
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| Essential Utils (WTRG) | 0.4 | $1.6M | 44k | 37.05 |
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| Coca-Cola Company (KO) | 0.3 | $1.5M | -14% | 25k | 61.18 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.5M | +94% | 15k | 96.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | 9.1k | 152.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | -23% | 2.6k | 523.07 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.3M | 16k | 84.44 |
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| Black Hills Corporation (BKH) | 0.3 | $1.3M | +628% | 24k | 54.60 |
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| Nextera Energy (NEE) | 0.2 | $928k | 15k | 63.91 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $905k | 365k | 2.48 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $899k | -3% | 6.3k | 142.58 |
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| Haemonetics Corporation (HAE) | 0.2 | $873k | -3% | 10k | 85.35 |
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| McKesson Corporation (MCK) | 0.2 | $813k | 1.5k | 536.85 |
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| Sk Telecom Sponsored Adr (SKM) | 0.2 | $806k | -2% | 37k | 21.56 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $731k | -2% | 9.6k | 76.14 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $711k | +2% | 64k | 11.07 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $690k | 14k | 51.28 |
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| Johnson & Johnson (JNJ) | 0.2 | $665k | -3% | 4.2k | 158.19 |
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| Waters Corporation (WAT) | 0.2 | $657k | 1.9k | 344.23 |
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| International Business Machines (IBM) | 0.2 | $655k | -2% | 3.4k | 190.96 |
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| Amazon (AMZN) | 0.2 | $649k | -12% | 3.6k | 180.38 |
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| Canadian Natl Ry (CNI) | 0.1 | $627k | 4.8k | 131.71 |
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| Kraft Heinz (KHC) | 0.1 | $609k | +85% | 17k | 36.90 |
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| Lowe's Companies (LOW) | 0.1 | $596k | -2% | 2.3k | 254.73 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $596k | 2.7k | 218.46 |
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| Potlatch Corporation (PCH) | 0.1 | $502k | 11k | 47.02 |
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| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $493k | 13k | 36.82 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $478k | 2.6k | 182.61 |
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| Trane Technologies SHS (TT) | 0.1 | $477k | +71% | 1.6k | 300.18 |
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| Merck & Co (MRK) | 0.1 | $474k | -5% | 3.6k | 131.95 |
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| Walt Disney Company (DIS) | 0.1 | $464k | -18% | 3.8k | 122.36 |
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| Marriott Intl Cl A (MAR) | 0.1 | $454k | -5% | 1.8k | 252.31 |
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| Chevron Corporation (CVX) | 0.1 | $446k | 2.8k | 157.74 |
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| Abbott Laboratories (ABT) | 0.1 | $424k | -3% | 3.7k | 113.66 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $389k | -3% | 3.6k | 109.17 |
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| American Express Company (AXP) | 0.1 | $386k | -10% | 1.7k | 227.69 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $370k | -4% | 733.00 | 504.60 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $360k | 3.7k | 96.73 |
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| Rbc Cad (RY) | 0.1 | $358k | -6% | 3.5k | 100.88 |
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| Honeywell International (HON) | 0.1 | $354k | 1.7k | 205.25 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $349k | 4.1k | 84.09 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $344k | -10% | 1.4k | 239.76 |
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| National Presto Industries (NPK) | 0.1 | $316k | 3.8k | 83.80 |
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| Union Pacific Corporation (UNP) | 0.1 | $304k | 1.2k | 245.93 |
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| AutoZone (AZO) | 0.1 | $299k | 95.00 | 3151.65 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $298k | 4.0k | 75.40 |
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| O'reilly Automotive (ORLY) | 0.1 | $282k | -28% | 250.00 | 1128.88 |
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| UnitedHealth (UNH) | 0.1 | $262k | -11% | 530.00 | 494.70 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $256k | 5.8k | 44.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $249k | +25% | 4.3k | 57.96 |
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| Emerson Electric (EMR) | 0.1 | $249k | -14% | 2.2k | 113.42 |
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| Masco Corporation (MAS) | 0.1 | $241k | 3.1k | 78.88 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $234k | 1.8k | 131.70 |
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| ConocoPhillips (COP) | 0.1 | $232k | 1.8k | 127.28 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $227k | 4.8k | 47.02 |
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| Progressive Corporation (PGR) | 0.1 | $227k | -12% | 1.1k | 206.82 |
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| CSX Corporation (CSX) | 0.1 | $221k | 6.0k | 37.07 |
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| Roper Industries (ROP) | 0.0 | $208k | 370.00 | 560.84 |
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| Qualcomm (QCOM) | 0.0 | $203k | -5% | 1.2k | 169.30 |
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| Caterpillar (CAT) | 0.0 | $195k | 533.00 | 366.43 |
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| PNC Financial Services (PNC) | 0.0 | $192k | 1.2k | 161.60 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $190k | -26% | 732.00 | 259.90 |
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| Eli Lilly & Co. (LLY) | 0.0 | $188k | -17% | 241.00 | 777.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $181k | +46% | 536.00 | 337.05 |
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| Medtronic SHS (MDT) | 0.0 | $178k | -7% | 2.0k | 87.15 |
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| Mid-America Apartment (MAA) | 0.0 | $176k | 1.3k | 131.58 |
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| Rockwell Automation (ROK) | 0.0 | $175k | 600.00 | 291.33 |
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| Consolidated Edison (ED) | 0.0 | $171k | 1.9k | 90.81 |
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| General Dynamics Corporation (GD) | 0.0 | $170k | 600.00 | 282.49 |
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| Host Hotels & Resorts (HST) | 0.0 | $169k | 8.2k | 20.68 |
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| Servicenow (NOW) | 0.0 | $164k | 215.00 | 762.40 |
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| PPG Industries (PPG) | 0.0 | $163k | 1.1k | 144.90 |
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| Dupont De Nemours (DD) | 0.0 | $161k | 2.1k | 76.67 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $158k | 1.2k | 131.37 |
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| Ameriprise Financial (AMP) | 0.0 | $157k | 358.00 | 438.44 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $156k | 2.8k | 56.40 |
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| Ford Motor Company (F) | 0.0 | $154k | 12k | 13.28 |
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| National Health Investors (NHI) | 0.0 | $146k | 2.3k | 62.83 |
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| At&t (T) | 0.0 | $146k | 8.3k | 17.60 |
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| Eastman Chemical Company (EMN) | 0.0 | $145k | 1.4k | 100.22 |
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| Dow (DOW) | 0.0 | $139k | 2.4k | 57.93 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $137k | 1.2k | 115.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $135k | 1.7k | 80.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $133k | 742.00 | 179.11 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $129k | 324.00 | 399.09 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $128k | 1.9k | 65.87 |
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| BlackRock (BLK) | 0.0 | $127k | 152.00 | 833.70 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $125k | 2.8k | 44.21 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $124k | 1.5k | 82.92 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $117k | -4% | 1.2k | 97.53 |
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| Abbvie (ABBV) | 0.0 | $116k | -29% | 638.00 | 182.10 |
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| Meta Platforms Cl A (META) | 0.0 | $110k | -2% | 227.00 | 485.58 |
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| L3harris Technologies (LHX) | 0.0 | $109k | 510.00 | 213.10 |
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| Spx Corp (SPXC) | 0.0 | $105k | 856.00 | 123.13 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $103k | 864.00 | 119.51 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $103k | -27% | 413.00 | 249.86 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $102k | -3% | 1.5k | 67.25 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $96k | 356.00 | 270.52 |
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| Atmos Energy Corporation (ATO) | 0.0 | $94k | 790.00 | 118.87 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $92k | 2.4k | 38.47 |
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| PPL Corporation (PPL) | 0.0 | $92k | -4% | 3.3k | 27.53 |
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| Advanced Micro Devices (AMD) | 0.0 | $90k | 500.00 | 180.49 |
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| Stryker Corporation (SYK) | 0.0 | $90k | -16% | 250.00 | 357.87 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $88k | -27% | 420.00 | 210.30 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $88k | -35% | 194.00 | 454.87 |
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| Kroger (KR) | 0.0 | $86k | 1.5k | 57.13 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $86k | 624.00 | 137.22 |
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| Wec Energy Group (WEC) | 0.0 | $84k | 1.0k | 82.12 |
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| Public Service Enterprise (PEG) | 0.0 | $82k | 1.2k | 66.78 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $80k | 485.00 | 164.35 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $78k | -21% | 135.00 | 578.51 |
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| Barings Bdc (BBDC) | 0.0 | $77k | +2% | 8.3k | 9.30 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $77k | 1.6k | 48.60 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $76k | 693.00 | 110.21 |
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| Micron Technology (MU) | 0.0 | $76k | 641.00 | 117.94 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $73k | 542.00 | 135.17 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $71k | -5% | 1.7k | 42.12 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $66k | 865.00 | 76.67 |
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| Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.0 | $63k | NEW | 4.0k | 15.81 |
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| Boeing Company (BA) | 0.0 | $63k | 324.00 | 192.99 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $63k | 300.00 | 208.27 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $62k | 1.4k | 42.91 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $61k | -35% | 2.6k | 23.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $60k | 544.00 | 110.52 |
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| United Parcel Service CL B (UPS) | 0.0 | $59k | 396.00 | 148.63 |
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| Phillips 66 (PSX) | 0.0 | $55k | 339.00 | 163.34 |
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| MGE Energy (MGEE) | 0.0 | $55k | 701.00 | 78.72 |
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| Corteva (CTVA) | 0.0 | $53k | 925.00 | 57.67 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $51k | 1.1k | 46.51 |
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| Proshares Tr Ultrashrt S&p500 (SDS) | 0.0 | $51k | -10% | 2.0k | 24.86 |
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| Broadcom (AVGO) | 0.0 | $50k | 38.00 | 1325.42 |
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $50k | 450.00 | 110.49 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $49k | 665.00 | 74.22 |
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| First Ban (FBNC) | 0.0 | $49k | 1.4k | 36.12 |
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| Northwest Natural Holdin (NWN) | 0.0 | $48k | 1.3k | 37.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $47k | -33% | 205.00 | 228.59 |
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| Automatic Data Processing (ADP) | 0.0 | $46k | 184.00 | 249.74 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $46k | 802.00 | 56.68 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $45k | 601.00 | 74.73 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $43k | 350.00 | 123.18 |
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| Gilead Sciences (GILD) | 0.0 | $40k | 550.00 | 73.25 |
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| Prologis (PLD) | 0.0 | $39k | 300.00 | 130.22 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $39k | +260% | 1.8k | 21.69 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $39k | 888.00 | 43.35 |
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| Shell Spon Ads (SHEL) | 0.0 | $38k | 560.00 | 67.04 |
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| salesforce (CRM) | 0.0 | $37k | -46% | 122.00 | 301.18 |
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| Altria (MO) | 0.0 | $37k | +115% | 841.00 | 43.62 |
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| American Electric Power Company (AEP) | 0.0 | $37k | 426.00 | 86.10 |
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| Air Products & Chemicals (APD) | 0.0 | $36k | 150.00 | 242.27 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $35k | NEW | 462.00 | 75.98 |
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| International Flavors & Fragrances (IFF) | 0.0 | $34k | 400.00 | 85.99 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $34k | 484.00 | 70.00 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $33k | 400.00 | 83.58 |
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| Home Depot (HD) | 0.0 | $32k | 83.00 | 383.60 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $32k | -24% | 645.00 | 48.77 |
|
| Enterprise Products Partners (EPD) | 0.0 | $31k | 1.1k | 29.18 |
|
|
| Hershey Company (HSY) | 0.0 | $29k | 150.00 | 194.50 |
|
|
| Xylem (XYL) | 0.0 | $29k | 225.00 | 129.24 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $29k | 562.00 | 51.62 |
|
|
| Pfizer (PFE) | 0.0 | $28k | +13% | 1.0k | 27.75 |
|
| Philip Morris International (PM) | 0.0 | $28k | -9% | 300.00 | 91.62 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $27k | NEW | 146.00 | 187.36 |
|
| Edison International (EIX) | 0.0 | $27k | 380.00 | 70.73 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $27k | 495.00 | 54.23 |
|
|
| Tanger Factory Outlet Centers (SKT) | 0.0 | $27k | -8% | 900.00 | 29.53 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $26k | 90.00 | 291.48 |
|
|
| Entergy Corporation (ETR) | 0.0 | $26k | +35% | 247.00 | 105.68 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $26k | 158.00 | 164.01 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $26k | +44% | 196.00 | 131.74 |
|
| Steris Shs Usd (STE) | 0.0 | $25k | NEW | 112.00 | 224.82 |
|
| Dominion Resources (D) | 0.0 | $25k | 510.00 | 49.19 |
|
|
| Goldman Sachs (GS) | 0.0 | $25k | NEW | 60.00 | 417.70 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $24k | 400.00 | 60.78 |
|
|
| Acuity Brands (AYI) | 0.0 | $24k | 90.00 | 268.73 |
|
|
| Darden Restaurants (DRI) | 0.0 | $24k | 144.00 | 167.15 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $24k | +1402% | 571.00 | 41.77 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $23k | 345.00 | 65.65 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $22k | 250.00 | 88.92 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $22k | 1.4k | 15.73 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $21k | +400% | 345.00 | 61.90 |
|
| Palo Alto Networks (PANW) | 0.0 | $21k | 75.00 | 284.13 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $21k | NEW | 60.00 | 344.20 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $20k | 135.00 | 147.73 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $19k | NEW | 119.00 | 162.87 |
|
| FirstEnergy (FE) | 0.0 | $19k | +66% | 500.00 | 38.62 |
|
| Zimmer Holdings (ZBH) | 0.0 | $19k | 146.00 | 131.99 |
|
|
| Kellogg Company (K) | 0.0 | $19k | 325.00 | 57.29 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $19k | 360.00 | 51.60 |
|
|
| Ingles Mkts Cl A (IMKTA) | 0.0 | $18k | 239.00 | 76.79 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $18k | -65% | 385.00 | 47.13 |
|
| Te Connectivity SHS (TEL) | 0.0 | $18k | 124.00 | 145.24 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $17k | 32.00 | 524.34 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $17k | 53.00 | 312.70 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $17k | NEW | 179.00 | 92.42 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $17k | 80.00 | 205.99 |
|
|
| Biogen Idec (BIIB) | 0.0 | $16k | 74.00 | 215.64 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $16k | NEW | 264.00 | 60.42 |
|
| Ecolab (ECL) | 0.0 | $16k | -49% | 67.00 | 230.91 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $15k | -93% | 39.00 | 395.54 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $15k | 54.00 | 271.78 |
|
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $15k | NEW | 371.00 | 39.23 |
|
| EnPro Industries (NPO) | 0.0 | $14k | -5% | 85.00 | 168.78 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $14k | NEW | 401.00 | 35.61 |
|
| American Tower Reit (AMT) | 0.0 | $14k | -77% | 72.00 | 197.60 |
|
| Tc Energy Corp (TRP) | 0.0 | $14k | 350.00 | 40.20 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $14k | 310.00 | 45.00 |
|
|
| Hologic (HOLX) | 0.0 | $14k | 175.00 | 77.96 |
|
|
| FedEx Corporation (FDX) | 0.0 | $14k | 47.00 | 289.74 |
|
|
| Eversource Energy (ES) | 0.0 | $13k | 225.00 | 59.77 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $13k | 313.00 | 42.87 |
|
|
| NiSource (NI) | 0.0 | $12k | 445.00 | 27.66 |
|
|
| Fortune Brands (FBIN) | 0.0 | $12k | 144.00 | 84.67 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $12k | -66% | 732.00 | 16.37 |
|
| Illumina (ILMN) | 0.0 | $12k | 85.00 | 137.33 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $12k | 200.00 | 58.13 |
|
|
| Nike CL B (NKE) | 0.0 | $11k | 121.00 | 93.98 |
|
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $11k | NEW | 147.00 | 76.00 |
|
| Campbell Soup Company (CPB) | 0.0 | $11k | 250.00 | 44.45 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $11k | -90% | 250.00 | 43.32 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $11k | -73% | 277.00 | 38.98 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $10k | 230.00 | 45.37 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $10k | 205.00 | 50.19 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $9.9k | 100.00 | 99.27 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $9.9k | 170.00 | 58.06 |
|
|
| First Solar (FSLR) | 0.0 | $9.8k | 58.00 | 168.81 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $9.7k | 10.00 | 970.50 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $9.4k | 35.00 | 268.34 |
|
|
| Solaredge Technologies (SEDG) | 0.0 | $9.2k | NEW | 130.00 | 70.98 |
|
| Teleflex Incorporated (TFX) | 0.0 | $9.0k | 40.00 | 226.18 |
|
|
| Hp (HPQ) | 0.0 | $9.0k | NEW | 298.00 | 30.22 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $9.0k | NEW | 182.00 | 49.19 |
|
| Advance Auto Parts (AAP) | 0.0 | $8.9k | 105.00 | 85.10 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $8.7k | 104.00 | 83.30 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $8.6k | 150.00 | 57.62 |
|
|
| Bce Com New (BCE) | 0.0 | $8.5k | 250.00 | 33.98 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $8.3k | 35.00 | 235.80 |
|
|
| Paychex (PAYX) | 0.0 | $8.1k | -27% | 66.00 | 122.80 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $8.0k | -85% | 46.00 | 174.22 |
|
| Trimble Navigation (TRMB) | 0.0 | $7.9k | 122.00 | 64.36 |
|
|
| BorgWarner (BWA) | 0.0 | $7.8k | 225.00 | 34.74 |
|
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $7.7k | 260.00 | 29.75 |
|
|
| PG&E Corporation (PCG) | 0.0 | $7.5k | 450.00 | 16.76 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $7.1k | 79.00 | 90.44 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $7.0k | 33.00 | 212.58 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $7.0k | -86% | 90.00 | 77.31 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $6.8k | 65.00 | 105.29 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $6.7k | 57.00 | 117.21 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $5.9k | 800.00 | 7.38 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $5.7k | 60.00 | 95.65 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $5.4k | 83.00 | 65.33 |
|
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $5.4k | 186.00 | 28.77 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $5.1k | NEW | 286.00 | 17.73 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $4.9k | 300.00 | 16.34 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $4.6k | NEW | 96.00 | 48.22 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $4.4k | -21% | 505.00 | 8.73 |
|
| Peak (DOC) | 0.0 | $4.3k | NEW | 230.00 | 18.75 |
|
| Netflix (NFLX) | 0.0 | $4.3k | 7.00 | 607.43 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $4.2k | 300.00 | 14.10 |
|
|
| Safety Insurance (SAFT) | 0.0 | $4.1k | 50.00 | 82.20 |
|
|
| Compass Minerals International (CMP) | 0.0 | $4.1k | 260.00 | 15.74 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $4.0k | 88.00 | 45.15 |
|
|
| United Natural Foods (UNFI) | 0.0 | $3.9k | NEW | 338.00 | 11.49 |
|
| Prudential Financial (PRU) | 0.0 | $3.8k | 32.00 | 117.41 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $3.6k | 45.00 | 79.78 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $2.9k | 23.00 | 127.83 |
|
|
| Autodesk (ADSK) | 0.0 | $2.9k | 11.00 | 260.45 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $2.8k | NEW | 35.00 | 80.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $2.8k | 55.00 | 50.18 |
|
|
| Sun Life Financial (SLF) | 0.0 | $2.7k | 50.00 | 54.58 |
|
|
| Corning Incorporated (GLW) | 0.0 | $2.5k | 75.00 | 32.96 |
|
|
| Ptc (PTC) | 0.0 | $2.4k | 13.00 | 181.69 |
|
|
| Chesapeake Energy Corp (CHK) | 0.0 | $2.2k | -66% | 25.00 | 87.08 |
|
| Haleon Spon Ads (HLN) | 0.0 | $2.1k | 250.00 | 8.49 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $2.1k | -95% | 22.00 | 94.45 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $2.0k | NEW | 27.00 | 72.56 |
|
| MetLife (MET) | 0.0 | $1.9k | -77% | 25.00 | 74.12 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.6k | -97% | 15.00 | 108.93 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $1.6k | 19.00 | 85.11 |
|
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $1.5k | 81.00 | 18.80 |
|
|
| Uber Technologies (UBER) | 0.0 | $1.5k | 19.00 | 77.00 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $1.4k | NEW | 15.00 | 94.67 |
|
| Citizens Financial (CFG) | 0.0 | $1.4k | -56% | 38.00 | 35.82 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.3k | NEW | 7.00 | 192.00 |
|
| Match Group (MTCH) | 0.0 | $1.3k | 37.00 | 36.30 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.3k | NEW | 5.00 | 260.80 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.2k | 13.00 | 89.54 |
|
|
| Orla Mining LTD New F (ORLA) | 0.0 | $1.1k | -99% | 300.00 | 3.79 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $1.1k | NEW | 37.00 | 29.03 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $1.0k | NEW | 86.00 | 11.88 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $921.998700 | 49.00 | 18.82 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $918.999900 | NEW | 13.00 | 70.69 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $684.000000 | 30.00 | 22.80 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $678.000000 | 4.00 | 169.50 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $661.000600 | 13.00 | 50.85 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $466.999800 | NEW | 6.00 | 77.83 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $436.000000 | 20.00 | 21.80 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $401.000000 | 10.00 | 40.10 |
|
|
| Mayville Engineering (MEC) | 0.0 | $359.000000 | 25.00 | 14.36 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $293.000000 | NEW | 5.00 | 58.60 |
|
| Wheels Up Experience Com Cl A (UP) | 0.0 | $287.000000 | 100.00 | 2.87 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $211.000000 | 2.00 | 105.50 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $116.000000 | 2.00 | 58.00 |
|
|
| Assertio Holdings Com New (ASRT) | 0.0 | $62.998000 | 65.00 | 0.97 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $19.000000 | 1.00 | 19.00 |
|
|
| Transcode Therapeutics Com New (RNAZ) | 0.0 | $1.000000 | NEW | 1.00 | 1.00 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by First Personal Financial Services
SEC 13F filings are viewable for First Personal Financial Services going back to 2014
- First Personal Financial Services 2024 Q1 filed April 26, 2024
- First Personal Financial Services 2023 Q4 filed Jan. 29, 2024
- First Personal Financial Services 2023 Q3 filed Oct. 19, 2023
- First Personal Financial Services 2023 Q2 filed July 28, 2023
- First Personal Financial Services 2023 Q1 filed April 24, 2023
- First Personal Financial Services 2022 Q4 filed Jan. 27, 2023
- First Personal Financial Services 2022 Q3 filed Oct. 27, 2022
- First Personal Financial Services 2022 Q2 filed July 25, 2022
- First Personal Financial Services 2022 Q1 filed May 2, 2022
- First Personal Financial Services 2021 Q4 filed Feb. 4, 2022
- First Personal Financial Services 2021 Q3 filed Nov. 4, 2021
- First Personal Financial Services 2021 Q2 filed Aug. 2, 2021
- First Personal Financial Services 2021 Q1 filed April 29, 2021
- First Personal Financial Services 2020 Q4 filed Feb. 1, 2021
- First Personal Financial Services 2020 Q3 filed Nov. 2, 2020
- First Personal Financial Services 2020 Q2 filed Aug. 3, 2020