First Personal Financial Services
Latest statistics and disclosures from First Personal Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, ACN, GOOGL, WM, IVV, and represent 15.73% of First Personal Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SGOV, MSFT, INTC, BABA, BKH, BLKB, INTU, SNPS, KMB, AVGO.
- Started 234 new stock positions in WSM, NEOG, ADI, CI, IDXX, PLTR, AMAT, CDNS, TER, MTSI.
- Reduced shares in these 10 stocks: UL, ORCL, BRK.B, AMGN, TSM, EWL, COST, CTSH, CLX, IVV.
- Sold out of its positions in BHF, CCJ, CHK, CFG, GLW, DRI, ECL, FNB, FDX, FBNC. HPE, PZA, XSLV, MEC, MET, ORLA, PNC, PTC, SAFT, SLF, TPL, RNAZ, TEL.
- First Personal Financial Services was a net seller of stock by $-4.8M.
- First Personal Financial Services has $473M in assets under management (AUM), dropping by 6.93%.
- Central Index Key (CIK): 0001633869
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Portfolio Holdings for First Personal Financial Services
First Personal Financial Services holds 570 positions in its portfolio as reported in the September 2024 quarterly 13F filing
First Personal Financial Services has 570 total positions. Only the first 250 positions are shown.
- Sign up to view all of the First Personal Financial Services Sept. 30, 2024 positions
- Download the First Personal Financial Services September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.8 | $18M | +6% | 41k | 430.30 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 3.3 | $16M | 44k | 353.48 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $15M | 89k | 165.85 |
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| Waste Management (WM) | 2.9 | $14M | 66k | 207.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $13M | -2% | 22k | 576.81 |
|
| Thermo Fisher Scientific (TMO) | 2.5 | $12M | 19k | 618.58 |
|
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| Procter & Gamble Company (PG) | 2.4 | $12M | 67k | 173.20 |
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| Public Storage (PSA) | 2.4 | $12M | 32k | 363.87 |
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| Badger Meter (BMI) | 2.4 | $12M | 53k | 218.41 |
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| American Water Works (AWK) | 2.4 | $11M | 78k | 146.24 |
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| Deere & Company (DE) | 2.3 | $11M | 27k | 417.32 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $11M | 172k | 62.32 |
|
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| Ansys (ANSS) | 2.2 | $10M | 33k | 318.63 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.2 | $10M | 98k | 106.76 |
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| Mccormick & Co Com Non Vtg (MKC) | 2.2 | $10M | -2% | 125k | 82.30 |
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| Oracle Corporation (ORCL) | 2.2 | $10M | -10% | 60k | 170.40 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $10M | -3% | 58k | 173.67 |
|
| Nucor Corporation (NUE) | 2.1 | $9.7M | -2% | 65k | 150.34 |
|
| Ishares Msci Switzerland (EWL) | 2.1 | $9.7M | -3% | 186k | 52.10 |
|
| Colgate-Palmolive Company (CL) | 2.0 | $9.4M | -2% | 91k | 103.81 |
|
| Unilever Spon Adr New (UL) | 2.0 | $9.3M | -19% | 144k | 64.96 |
|
| Equinix (EQIX) | 1.8 | $8.5M | 9.5k | 887.63 |
|
|
| Wal-Mart Stores (WMT) | 1.8 | $8.5M | -2% | 105k | 80.75 |
|
| Apple (AAPL) | 1.7 | $8.2M | -2% | 35k | 233.00 |
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| Costco Wholesale Corporation (COST) | 1.6 | $7.8M | -4% | 8.8k | 886.51 |
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| Starbucks Corporation (SBUX) | 1.6 | $7.7M | 79k | 97.49 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $7.6M | -2% | 36k | 210.86 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.6 | $7.5M | 81k | 91.93 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 1.5 | $7.1M | -2% | 33k | 218.48 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.3 | $6.2M | 205k | 30.44 |
|
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| Kimberly-Clark Corporation (KMB) | 1.3 | $6.2M | +3% | 44k | 142.28 |
|
| Pepsi (PEP) | 1.3 | $6.0M | 35k | 170.05 |
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| Diageo Spon Adr New (DEO) | 1.2 | $5.7M | 40k | 140.34 |
|
|
| Infosys Sponsored Adr (INFY) | 1.2 | $5.6M | 253k | 22.27 |
|
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| Electronic Arts (EA) | 1.2 | $5.5M | 38k | 143.44 |
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| Clorox Company (CLX) | 1.1 | $5.2M | -4% | 32k | 162.91 |
|
| Amgen (AMGN) | 1.1 | $5.2M | -8% | 16k | 322.21 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $5.1M | 43k | 117.22 |
|
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| Southern Company (SO) | 1.0 | $4.9M | -3% | 54k | 90.18 |
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| Verizon Communications (VZ) | 0.9 | $4.1M | 91k | 44.91 |
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| McDonald's Corporation (MCD) | 0.8 | $4.0M | -2% | 13k | 304.50 |
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| Target Corporation (TGT) | 0.8 | $3.7M | -2% | 24k | 155.86 |
|
| Cisco Systems (CSCO) | 0.8 | $3.6M | -4% | 68k | 53.22 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $3.6M | -2% | 35k | 104.18 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $3.5M | -3% | 31k | 110.47 |
|
| Intuit (INTU) | 0.7 | $3.3M | +9% | 5.4k | 620.97 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $3.0M | 55k | 53.72 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.0M | -15% | 6.4k | 460.26 |
|
| Intel Corporation (INTC) | 0.6 | $2.8M | +52% | 120k | 23.46 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $2.8M | 4.00 | 691180.00 |
|
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| Sony Group Corp Sponsored Adr (SONY) | 0.6 | $2.7M | 29k | 96.57 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $2.6M | 35k | 75.11 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.5M | -2% | 26k | 97.42 |
|
| Newmont Mining Corporation (NEM) | 0.5 | $2.5M | -3% | 47k | 53.45 |
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| Black Hills Corporation (BKH) | 0.5 | $2.5M | +15% | 40k | 61.12 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.5 | $2.4M | -11% | 31k | 77.18 |
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| FactSet Research Systems (FDS) | 0.5 | $2.3M | 5.0k | 459.85 |
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| 3M Company (MMM) | 0.5 | $2.3M | -2% | 17k | 136.70 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.2M | +2% | 19k | 115.30 |
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| Visa Com Cl A (V) | 0.4 | $2.0M | -3% | 7.3k | 274.94 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $1.9M | +163% | 19k | 100.72 |
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| Coca-Cola Company (KO) | 0.4 | $1.7M | 24k | 71.86 |
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| Essential Utils (WTRG) | 0.4 | $1.7M | 45k | 38.57 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.5M | 2.7k | 573.86 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.5M | 16k | 95.75 |
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| Blackbaud (BLKB) | 0.3 | $1.4M | +25% | 17k | 84.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | 8.4k | 167.19 |
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| Nextera Energy (NEE) | 0.3 | $1.2M | 14k | 84.53 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 6.8k | 162.06 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $1.1M | 6.2k | 174.06 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $1.1M | 9.5k | 110.37 |
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| Kraft Heinz (KHC) | 0.2 | $946k | +10% | 27k | 35.11 |
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| Haemonetics Corporation (HAE) | 0.2 | $893k | +2% | 11k | 80.38 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $856k | -4% | 351k | 2.44 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.2 | $812k | -7% | 34k | 23.77 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $809k | -5% | 68k | 11.97 |
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| International Business Machines (IBM) | 0.2 | $781k | +3% | 3.5k | 221.08 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $746k | +6931% | 7.0k | 106.12 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $710k | -2% | 14k | 52.66 |
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| Amazon (AMZN) | 0.1 | $699k | +5% | 3.7k | 186.33 |
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| Waters Corporation (WAT) | 0.1 | $681k | 1.9k | 359.89 |
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| Trane Technologies SHS (TT) | 0.1 | $633k | 1.6k | 388.80 |
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| McKesson Corporation (MCK) | 0.1 | $630k | -5% | 1.3k | 494.42 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $603k | 2.7k | 223.48 |
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| Canadian Natl Ry (CNI) | 0.1 | $581k | +4% | 5.0k | 117.15 |
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| Lowe's Companies (LOW) | 0.1 | $543k | -14% | 2.0k | 270.85 |
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| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $520k | +3% | 13k | 38.66 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $509k | 2.6k | 198.06 |
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| Potlatch Corporation (PCH) | 0.1 | $479k | 11k | 45.05 |
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| Marriott Intl Cl A (MAR) | 0.1 | $448k | 1.8k | 248.60 |
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| Chevron Corporation (CVX) | 0.1 | $428k | +2% | 2.9k | 147.27 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $428k | 3.7k | 115.02 |
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|
| American Express Company (AXP) | 0.1 | $407k | 1.5k | 271.20 |
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| Merck & Co (MRK) | 0.1 | $401k | 3.5k | 113.56 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $399k | -7% | 3.3k | 120.37 |
|
| Abbott Laboratories (ABT) | 0.1 | $392k | -5% | 3.4k | 114.01 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $378k | 1.4k | 263.29 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $373k | 2.5k | 151.65 |
|
|
| Honeywell International (HON) | 0.1 | $357k | 1.7k | 206.71 |
|
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| Walt Disney Company (DIS) | 0.1 | $353k | 3.7k | 96.19 |
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| Rbc Cad (RY) | 0.1 | $349k | -8% | 2.8k | 124.73 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $325k | -14% | 627.00 | 517.78 |
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| Synopsys (SNPS) | 0.1 | $319k | +384% | 630.00 | 506.39 |
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| UnitedHealth (UNH) | 0.1 | $316k | 540.00 | 584.68 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $310k | 4.0k | 78.37 |
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| Union Pacific Corporation (UNP) | 0.1 | $305k | 1.2k | 246.48 |
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| AutoZone (AZO) | 0.1 | $299k | 95.00 | 3150.04 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $299k | 3.4k | 88.14 |
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| O'reilly Automotive (ORLY) | 0.1 | $288k | 250.00 | 1151.60 |
|
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| Progressive Corporation (PGR) | 0.1 | $279k | 1.1k | 253.76 |
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| Eli Lilly & Co. (LLY) | 0.1 | $267k | +24% | 301.00 | 885.94 |
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| National Presto Industries (NPK) | 0.1 | $263k | -12% | 3.5k | 75.14 |
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| Emerson Electric (EMR) | 0.1 | $257k | +7% | 2.3k | 109.37 |
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| Masco Corporation (MAS) | 0.1 | $248k | -2% | 3.0k | 83.94 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $242k | 4.8k | 49.92 |
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| Roper Industries (ROP) | 0.0 | $228k | +10% | 410.00 | 556.44 |
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| Wells Fargo & Company (WFC) | 0.0 | $223k | 4.0k | 56.49 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $218k | 1.8k | 122.47 |
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| Mid-America Apartment (MAA) | 0.0 | $213k | 1.3k | 158.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $207k | 732.00 | 283.16 |
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| CSX Corporation (CSX) | 0.0 | $206k | 6.0k | 34.53 |
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| Consolidated Edison (ED) | 0.0 | $196k | 1.9k | 104.13 |
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| National Health Investors (NHI) | 0.0 | $195k | 2.3k | 84.06 |
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| ConocoPhillips (COP) | 0.0 | $193k | 1.8k | 105.28 |
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| Servicenow (NOW) | 0.0 | $192k | 215.00 | 894.39 |
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| Qualcomm (QCOM) | 0.0 | $188k | -7% | 1.1k | 170.05 |
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| Dupont De Nemours (DD) | 0.0 | $187k | 2.1k | 89.11 |
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| At&t (T) | 0.0 | $187k | 8.5k | 22.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $184k | 1.2k | 153.13 |
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| General Dynamics Corporation (GD) | 0.0 | $182k | 601.00 | 302.20 |
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| Rockwell Automation (ROK) | 0.0 | $161k | 600.00 | 268.46 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $160k | 325.00 | 491.27 |
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| Broadcom (AVGO) | 0.0 | $154k | +2242% | 890.00 | 172.50 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $149k | 1.2k | 125.67 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $145k | 1.2k | 121.16 |
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| BlackRock (BLK) | 0.0 | $144k | 152.00 | 949.51 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $144k | +2% | 760.00 | 189.80 |
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| Host Hotels & Resorts (HST) | 0.0 | $144k | 8.2k | 17.60 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $142k | NEW | 3.6k | 39.69 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $142k | 1.7k | 84.53 |
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| Ameriprise Financial (AMP) | 0.0 | $141k | 300.00 | 469.81 |
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| Medtronic SHS (MDT) | 0.0 | $140k | -9% | 1.6k | 90.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $137k | 365.00 | 375.38 |
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| Spx Corp (SPXC) | 0.0 | $137k | 856.00 | 159.46 |
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| Meta Platforms Cl A (META) | 0.0 | $131k | +4% | 228.00 | 572.44 |
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| Eastman Chemical Company (EMN) | 0.0 | $129k | -20% | 1.2k | 111.95 |
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| Caterpillar (CAT) | 0.0 | $129k | -35% | 329.00 | 391.12 |
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| Abbvie (ABBV) | 0.0 | $126k | 639.00 | 197.48 |
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| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 0.0 | $124k | 1.9k | 65.18 |
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| L3harris Technologies (LHX) | 0.0 | $122k | 511.00 | 237.87 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $120k | +5% | 205.00 | 584.56 |
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| Ford Motor Company (F) | 0.0 | $116k | -5% | 11k | 10.56 |
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| Dow (DOW) | 0.0 | $113k | 2.1k | 54.63 |
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| PPL Corporation (PPL) | 0.0 | $111k | 3.3k | 33.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $109k | 413.00 | 263.83 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $108k | -62% | 2.1k | 50.57 |
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| PPG Industries (PPG) | 0.0 | $106k | 800.00 | 132.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $105k | 274.00 | 383.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $104k | +3483% | 2.0k | 52.81 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $104k | 809.00 | 128.28 |
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| Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.0 | $103k | 6.0k | 17.24 |
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| Public Service Enterprise (PEG) | 0.0 | $101k | -7% | 1.1k | 89.21 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $100k | 2.1k | 47.53 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $98k | 2.4k | 40.63 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $94k | 539.00 | 174.57 |
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| Atmos Energy Corporation (ATO) | 0.0 | $94k | -14% | 678.00 | 138.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $93k | 190.00 | 488.07 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $91k | 1.6k | 57.63 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $91k | 624.00 | 145.60 |
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| Stryker Corporation (SYK) | 0.0 | $91k | 251.00 | 361.26 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $90k | 405.00 | 220.89 |
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| Wec Energy Group (WEC) | 0.0 | $88k | -11% | 910.00 | 96.18 |
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| Kroger (KR) | 0.0 | $86k | 1.5k | 57.30 |
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| Barings Bdc (BBDC) | 0.0 | $85k | +2% | 8.7k | 9.80 |
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| Advanced Micro Devices (AMD) | 0.0 | $83k | 505.00 | 164.08 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $82k | 1.4k | 57.52 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $82k | 693.00 | 117.62 |
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| Tesla Motors (TSLA) | 0.0 | $81k | NEW | 310.00 | 261.63 |
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| NVIDIA Corporation (NVDA) | 0.0 | $77k | NEW | 635.00 | 121.45 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $71k | 250.00 | 282.20 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $68k | 865.00 | 78.69 |
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| Micron Technology (MU) | 0.0 | $66k | 635.00 | 103.71 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $65k | 1.4k | 45.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $64k | 544.00 | 116.96 |
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|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $62k | NEW | 1.5k | 41.12 |
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| Altria (MO) | 0.0 | $61k | 1.2k | 51.04 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $57k | -16% | 1.2k | 47.20 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $55k | 385.00 | 142.04 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $54k | NEW | 504.00 | 107.66 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $53k | 601.00 | 88.59 |
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| Automatic Data Processing (ADP) | 0.0 | $53k | +42% | 192.00 | 276.73 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $52k | 665.00 | 78.05 |
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| United Parcel Service CL B (UPS) | 0.0 | $52k | -4% | 380.00 | 136.34 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $52k | 1.1k | 46.95 |
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| MGE Energy (MGEE) | 0.0 | $51k | -20% | 560.00 | 91.45 |
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| Shell Spon Ads (SHEL) | 0.0 | $51k | +38% | 775.00 | 65.94 |
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| Boeing Company (BA) | 0.0 | $50k | 326.00 | 152.04 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $49k | +2445% | 560.00 | 87.83 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $49k | 205.00 | 237.21 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $49k | NEW | 1.7k | 29.18 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $48k | -65% | 675.00 | 71.73 |
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| Gilead Sciences (GILD) | 0.0 | $48k | +4% | 576.00 | 83.84 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $47k | 350.00 | 135.07 |
|
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $47k | 802.00 | 58.32 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $47k | 1.5k | 31.36 |
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| Air Products & Chemicals (APD) | 0.0 | $45k | 151.00 | 297.74 |
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| American Electric Power Company (AEP) | 0.0 | $44k | 431.00 | 102.60 |
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| Northwest Natural Holdin (NWN) | 0.0 | $43k | -18% | 1.1k | 40.82 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $43k | -71% | 700.00 | 61.04 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $42k | 403.00 | 104.93 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $40k | -22% | 350.00 | 114.96 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $40k | +51% | 605.00 | 66.29 |
|
| Netflix (NFLX) | 0.0 | $40k | NEW | 56.00 | 709.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $39k | NEW | 79.00 | 493.81 |
|
| Proshares Tr Ultrashrt S&p500 (SDS) | 0.0 | $39k | -2% | 1.9k | 20.63 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $37k | NEW | 785.00 | 47.29 |
|
| Aon Shs Cl A (AON) | 0.0 | $37k | NEW | 107.00 | 345.99 |
|
| Philip Morris International (PM) | 0.0 | $37k | 303.00 | 121.40 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $37k | 400.00 | 91.31 |
|
|
| Fastenal Company (FAST) | 0.0 | $36k | NEW | 507.00 | 71.42 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $36k | 486.00 | 73.67 |
|
|
| Home Depot (HD) | 0.0 | $35k | +3% | 86.00 | 405.21 |
|
| Entergy Corporation (ETR) | 0.0 | $35k | +6% | 263.00 | 131.61 |
|
| Pfizer (PFE) | 0.0 | $35k | +17% | 1.2k | 28.94 |
|
| salesforce (CRM) | 0.0 | $34k | +2% | 125.00 | 273.71 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $34k | +32% | 654.00 | 51.74 |
|
| Martin Marietta Materials (MLM) | 0.0 | $33k | NEW | 61.00 | 538.26 |
|
| Zoetis Cl A (ZTS) | 0.0 | $33k | NEW | 167.00 | 195.38 |
|
| Xylem (XYL) | 0.0 | $31k | 228.00 | 135.03 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $31k | 1.1k | 29.11 |
|
|
| Tanger Factory Outlet Centers (SKT) | 0.0 | $30k | 900.00 | 33.18 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $30k | +19% | 50.00 | 589.68 |
|
| Tractor Supply Company (TSCO) | 0.0 | $29k | NEW | 101.00 | 290.93 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $29k | NEW | 102.00 | 284.56 |
|
| S&p Global (SPGI) | 0.0 | $29k | NEW | 56.00 | 516.62 |
|
| Hershey Company (HSY) | 0.0 | $29k | 150.00 | 191.78 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $29k | NEW | 75.00 | 381.68 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $29k | NEW | 20.00 | 1427.15 |
|
| Albemarle Corporation (ALB) | 0.0 | $28k | 298.00 | 94.71 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $28k | -50% | 125.00 | 225.76 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $28k | 345.00 | 80.78 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $28k | 564.00 | 49.20 |
|
|
| Steris Shs Usd (STE) | 0.0 | $27k | 112.00 | 242.54 |
|
|
| Edison International (EIX) | 0.0 | $27k | -18% | 309.00 | 87.09 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $27k | 150.00 | 179.30 |
|
|
| Kellogg Company (K) | 0.0 | $26k | 325.00 | 80.71 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $26k | 76.00 | 341.80 |
|
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.0 | $25k | NEW | 1.1k | 23.74 |
|
| Acuity Brands (AYI) | 0.0 | $25k | 90.00 | 275.40 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $24k | -20% | 125.00 | 192.82 |
|
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 Q3 filed Nov. 1, 2024
- First Personal Financial Services 2024 Q2 filed July 30, 2024
- 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