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, GOOGL, WM, ANSS, and represent 16.26% of First Personal Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SO, AWK, BKH, TSLA, NEA, JPM, CELH, WFC, KHC, ECL.
- Started 21 new stock positions in FDX, SOFI, UBER, RSP, MTCH, KLG, GDX, SNCR, URNM, EWZ. BABA, CRWD, CRSP, GDXJ, NU, ECL, PLTR, GLD, BKH, NFLX, COIN.
- Reduced shares in these 10 stocks: WMT, DEO, UL, MKC, IJH, SCHG, STAA, IVV, NUE, EWL.
- Sold out of its positions in CNBS, BSX, CTRA, CALM, CC, DHR, DNMR, HAS, HTBI, NBIX.
- First Personal Financial Services was a net seller of stock by $-7.0M.
- First Personal Financial Services has $411M in assets under management (AUM), dropping by 6.92%.
- Central Index Key (CIK): 0001633869
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Portfolio Holdings for First Personal Financial Services
First Personal Financial Services holds 385 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Accenture Plc Ireland Shs Class A (ACN) | 3.8 | $16M | 45k | 350.91 |
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| Microsoft Corporation (MSFT) | 3.3 | $13M | 36k | 376.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $13M | 94k | 139.69 |
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| Waste Management (WM) | 3.0 | $12M | 69k | 179.10 |
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| Ansys (ANSS) | 3.0 | $12M | 34k | 362.88 |
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| Nucor Corporation (NUE) | 2.9 | $12M | 68k | 174.04 |
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| Deere & Company (DE) | 2.6 | $11M | 26k | 399.87 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $10M | -2% | 22k | 477.64 |
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| Thermo Fisher Scientific (TMO) | 2.5 | $10M | 19k | 530.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $10M | -2% | 36k | 277.15 |
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| Procter & Gamble Company (PG) | 2.4 | $9.9M | 68k | 146.54 |
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| American Water Works (AWK) | 2.3 | $9.7M | +5% | 73k | 131.99 |
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| Badger Meter (BMI) | 2.3 | $9.4M | 61k | 154.37 |
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| Public Storage (PSA) | 2.3 | $9.3M | 31k | 305.00 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.2 | $9.2M | 97k | 95.20 |
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| Unilever Spon Adr New (UL) | 2.2 | $8.9M | -6% | 183k | 48.48 |
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| Ishares Msci Switzerland (EWL) | 2.1 | $8.7M | -2% | 180k | 48.27 |
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| Colgate-Palmolive Company (CL) | 1.9 | $7.8M | 98k | 79.71 |
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| Equinix (EQIX) | 1.8 | $7.5M | 9.4k | 805.43 |
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| Starbucks Corporation (SBUX) | 1.8 | $7.4M | 77k | 96.01 |
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| Mccormick & Co Com Non Vtg (MKC) | 1.8 | $7.3M | -5% | 106k | 68.42 |
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| Oracle Corporation (ORCL) | 1.8 | $7.2M | -2% | 68k | 105.43 |
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| Costco Wholesale Corporation (COST) | 1.7 | $7.1M | 11k | 660.07 |
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| Apple (AAPL) | 1.7 | $7.0M | -2% | 36k | 192.53 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.6 | $6.6M | 84k | 79.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $6.5M | 62k | 104.00 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $6.3M | 37k | 170.10 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 1.5 | $6.3M | 33k | 190.96 |
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| Pepsi (PEP) | 1.4 | $5.9M | 35k | 169.84 |
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| Diageo Spon Adr New (DEO) | 1.4 | $5.8M | -10% | 40k | 145.66 |
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| Wal-Mart Stores (WMT) | 1.4 | $5.7M | -23% | 36k | 157.65 |
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| Electronic Arts (EA) | 1.3 | $5.4M | 39k | 136.81 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.3 | $5.3M | 197k | 27.04 |
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| Amgen (AMGN) | 1.3 | $5.3M | 18k | 288.02 |
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| Kimberly-Clark Corporation (KMB) | 1.2 | $4.9M | -2% | 41k | 121.51 |
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| Clorox Company (CLX) | 1.1 | $4.6M | 32k | 142.59 |
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| Infosys Sponsored Adr (INFY) | 1.1 | $4.5M | 243k | 18.38 |
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| McDonald's Corporation (MCD) | 1.1 | $4.4M | -2% | 15k | 296.50 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $4.2M | 42k | 99.98 |
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| Cisco Systems (CSCO) | 1.0 | $4.0M | 79k | 50.52 |
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| Target Corporation (TGT) | 0.9 | $3.7M | 26k | 142.42 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $3.6M | -4% | 33k | 107.49 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $3.3M | -8% | 40k | 82.96 |
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| Intel Corporation (INTC) | 0.8 | $3.2M | 64k | 50.25 |
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| Verizon Communications (VZ) | 0.8 | $3.2M | -4% | 85k | 37.70 |
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| Intuit (INTU) | 0.8 | $3.2M | 5.1k | 625.06 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.8 | $3.1M | -3% | 60k | 52.00 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.7 | $2.8M | -2% | 37k | 75.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $2.7M | 36k | 73.55 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $2.4M | 28k | 88.36 |
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| FactSet Research Systems (FDS) | 0.6 | $2.4M | 5.0k | 477.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.1M | 5.9k | 356.66 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $2.0M | -3% | 22k | 94.69 |
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| Visa Com Cl A (V) | 0.5 | $2.0M | 7.7k | 260.34 |
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| Southern Company (SO) | 0.5 | $1.9M | +1172% | 28k | 70.12 |
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| 3M Company (MMM) | 0.5 | $1.9M | -3% | 17k | 109.32 |
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| Newmont Mining Corporation (NEM) | 0.5 | $1.9M | -8% | 45k | 41.39 |
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| Coca-Cola Company (KO) | 0.4 | $1.7M | 29k | 58.93 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.6M | -2% | 3.4k | 475.31 |
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| Essential Utils (WTRG) | 0.4 | $1.6M | 43k | 37.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | -5% | 9.2k | 140.93 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.2M | 16k | 75.10 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $1.0M | 365k | 2.80 |
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| Haemonetics Corporation (HAE) | 0.2 | $905k | 11k | 85.51 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.2 | $899k | 6.6k | 137.06 |
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| Nextera Energy (NEE) | 0.2 | $889k | -2% | 15k | 60.74 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $852k | -14% | 9.9k | 86.39 |
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| Sk Telecom Sponsored Adr (SKM) | 0.2 | $817k | -6% | 38k | 21.40 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $765k | 7.9k | 97.04 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $692k | +17% | 63k | 11.00 |
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| McKesson Corporation (MCK) | 0.2 | $690k | 1.5k | 462.98 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $686k | 13k | 51.27 |
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| Johnson & Johnson (JNJ) | 0.2 | $681k | -4% | 4.3k | 156.74 |
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| Waters Corporation (WAT) | 0.2 | $635k | 1.9k | 329.23 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $631k | 2.8k | 227.29 |
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| Amazon (AMZN) | 0.2 | $625k | 4.1k | 151.94 |
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| Canadian Natl Ry (CNI) | 0.1 | $598k | 4.8k | 125.63 |
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| International Business Machines (IBM) | 0.1 | $573k | 3.5k | 163.55 |
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| Lowe's Companies (LOW) | 0.1 | $532k | 2.4k | 222.55 |
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| Potlatch Corporation (PCH) | 0.1 | $524k | 11k | 49.10 |
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| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $477k | 13k | 36.15 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $458k | 767.00 | 596.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $446k | 2.6k | 170.40 |
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| Marriott Intl Cl A (MAR) | 0.1 | $429k | 1.9k | 225.51 |
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| Abbott Laboratories (ABT) | 0.1 | $425k | 3.9k | 110.07 |
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| Walt Disney Company (DIS) | 0.1 | $421k | 4.7k | 90.29 |
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| Chevron Corporation (CVX) | 0.1 | $420k | 2.8k | 149.16 |
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| Merck & Co (MRK) | 0.1 | $416k | 3.8k | 109.02 |
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| Rbc Cad (RY) | 0.1 | $384k | -3% | 3.8k | 101.13 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $376k | 3.7k | 100.97 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $373k | 3.7k | 100.51 |
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| Honeywell International (HON) | 0.1 | $361k | -5% | 1.7k | 209.71 |
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| American Express Company (AXP) | 0.1 | $355k | 1.9k | 187.34 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $349k | 1.6k | 218.15 |
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| O'reilly Automotive (ORLY) | 0.1 | $333k | 350.00 | 950.08 |
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| Kraft Heinz (KHC) | 0.1 | $329k | +15% | 8.9k | 36.98 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $327k | 4.2k | 77.73 |
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| UnitedHealth (UNH) | 0.1 | $314k | -4% | 596.00 | 526.47 |
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| National Presto Industries (NPK) | 0.1 | $308k | -20% | 3.8k | 80.28 |
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| Union Pacific Corporation (UNP) | 0.1 | $304k | 1.2k | 245.62 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $302k | 4.0k | 76.38 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $272k | +6% | 173.00 | 1572.45 |
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| Emerson Electric (EMR) | 0.1 | $248k | -18% | 2.5k | 97.33 |
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| AutoZone (AZO) | 0.1 | $246k | 95.00 | 2585.61 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $245k | -10% | 5.8k | 42.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $237k | 1.0k | 237.22 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $232k | 615.00 | 376.74 |
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| Trane Technologies SHS (TT) | 0.1 | $225k | -9% | 924.00 | 243.95 |
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| ConocoPhillips (COP) | 0.1 | $212k | 1.8k | 116.07 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $209k | 4.9k | 42.57 |
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| Vanguard World Fds Energy Etf (VDE) | 0.1 | $209k | 1.8k | 117.28 |
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| CSX Corporation (CSX) | 0.1 | $207k | 6.0k | 34.67 |
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| Masco Corporation (MAS) | 0.0 | $204k | 3.1k | 66.98 |
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| Roper Industries (ROP) | 0.0 | $202k | 370.00 | 545.17 |
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| Progressive Corporation (PGR) | 0.0 | $199k | -2% | 1.3k | 159.28 |
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| Rockwell Automation (ROK) | 0.0 | $186k | -14% | 600.00 | 310.48 |
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| PNC Financial Services (PNC) | 0.0 | $184k | 1.2k | 154.85 |
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| Qualcomm (QCOM) | 0.0 | $183k | -3% | 1.3k | 144.63 |
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| Medtronic SHS (MDT) | 0.0 | $183k | 2.2k | 82.38 |
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| Mid-America Apartment (MAA) | 0.0 | $180k | 1.3k | 134.46 |
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| Black Hills Corporation (BKH) | 0.0 | $175k | NEW | 3.2k | 53.95 |
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| Consolidated Edison (ED) | 0.0 | $171k | 1.9k | 90.97 |
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| Eli Lilly & Co. (LLY) | 0.0 | $170k | 291.00 | 582.92 |
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| PPG Industries (PPG) | 0.0 | $168k | -13% | 1.1k | 149.55 |
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| Wells Fargo & Company (WFC) | 0.0 | $168k | +37% | 3.4k | 49.22 |
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| Dupont De Nemours (DD) | 0.0 | $162k | 2.1k | 76.93 |
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| Host Hotels & Resorts (HST) | 0.0 | $159k | 8.2k | 19.47 |
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| Caterpillar (CAT) | 0.0 | $158k | 533.00 | 295.67 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $157k | -14% | 1.2k | 130.92 |
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| General Dynamics Corporation (GD) | 0.0 | $156k | 600.00 | 259.67 |
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| Servicenow (NOW) | 0.0 | $152k | 215.00 | 706.49 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $147k | 2.8k | 53.18 |
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| Ford Motor Company (F) | 0.0 | $142k | 12k | 12.19 |
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| Abbvie (ABBV) | 0.0 | $141k | 909.00 | 154.97 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $138k | 1.2k | 116.53 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $137k | 302.00 | 453.24 |
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| At&t (T) | 0.0 | $137k | -13% | 8.1k | 16.78 |
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| Ameriprise Financial (AMP) | 0.0 | $136k | 358.00 | 379.83 |
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| Dow (DOW) | 0.0 | $134k | -6% | 2.4k | 54.84 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $132k | 569.00 | 232.64 |
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| Eastman Chemical Company (EMN) | 0.0 | $130k | 1.4k | 89.82 |
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| National Health Investors (NHI) | 0.0 | $130k | 2.3k | 55.85 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $128k | 1.7k | 76.13 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $125k | 1.2k | 105.26 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $125k | 2.8k | 44.15 |
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| Orla Mining LTD New F (ORLA) | 0.0 | $124k | +22% | 38k | 3.25 |
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| BlackRock (BLK) | 0.0 | $123k | -7% | 152.00 | 811.80 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $123k | 742.00 | 165.25 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $121k | 1.9k | 62.66 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $116k | 580.00 | 200.71 |
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| Cameco Corporation (CCJ) | 0.0 | $115k | -3% | 2.7k | 43.10 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $113k | 4.2k | 26.91 |
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| Tesla Motors (TSLA) | 0.0 | $112k | +1306% | 450.00 | 248.48 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $111k | 365.00 | 303.17 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $109k | 324.00 | 337.36 |
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| L3harris Technologies (LHX) | 0.0 | $107k | 510.00 | 210.62 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $105k | -19% | 1.2k | 84.14 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $101k | 1.0k | 99.25 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $97k | 1.6k | 61.21 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $95k | 3.9k | 24.18 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $95k | 864.00 | 109.37 |
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| PPL Corporation (PPL) | 0.0 | $94k | 3.5k | 27.10 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $93k | 1.0k | 91.41 |
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| Atmos Energy Corporation (ATO) | 0.0 | $92k | 790.00 | 115.90 |
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| Stryker Corporation (SYK) | 0.0 | $90k | 300.00 | 299.46 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $89k | 356.00 | 250.70 |
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| Spx Corp (SPXC) | 0.0 | $87k | 856.00 | 101.01 |
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| Wec Energy Group (WEC) | 0.0 | $86k | -5% | 1.0k | 84.17 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $85k | 624.00 | 135.85 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $85k | 2.4k | 35.20 |
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| Boeing Company (BA) | 0.0 | $85k | 324.00 | 260.66 |
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| Meta Platforms Cl A (META) | 0.0 | $83k | +3% | 233.00 | 353.96 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $82k | +138% | 1.5k | 54.52 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $78k | 1.6k | 49.73 |
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| Us Bancorp Del Com New (USB) | 0.0 | $76k | -22% | 1.8k | 43.28 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $75k | 1.0k | 75.35 |
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| Public Service Enterprise (PEG) | 0.0 | $75k | 1.2k | 61.15 |
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| Advanced Micro Devices (AMD) | 0.0 | $74k | 500.00 | 147.41 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $71k | 485.00 | 147.14 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $71k | 693.00 | 101.99 |
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| Barings Bdc (BBDC) | 0.0 | $69k | +2% | 8.1k | 8.58 |
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| Kroger (KR) | 0.0 | $69k | -25% | 1.5k | 45.71 |
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| Proshares Tr Ultrashrt S&p500 (SDS) | 0.0 | $68k | -10% | 2.3k | 29.92 |
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| American Tower Reit (AMT) | 0.0 | $68k | 314.00 | 215.88 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $67k | 1.8k | 37.60 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $67k | 865.00 | 77.02 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $67k | 542.00 | 122.85 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $65k | 306.00 | 213.33 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $65k | 1.4k | 44.58 |
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| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $64k | -24% | 1.8k | 34.90 |
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| United Parcel Service CL B (UPS) | 0.0 | $62k | 396.00 | 157.23 |
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| salesforce (CRM) | 0.0 | $61k | 230.00 | 263.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $59k | 544.00 | 108.25 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $58k | -20% | 300.00 | 192.48 |
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| Schlumberger Com Stk (SLB) | 0.0 | $57k | 1.1k | 52.04 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $57k | 518.00 | 110.66 |
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| Micron Technology (MU) | 0.0 | $55k | 641.00 | 85.37 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $54k | -10% | 1.1k | 49.36 |
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| W.W. Grainger (GWW) | 0.0 | $54k | 65.00 | 828.69 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $52k | 307.00 | 170.46 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $52k | 1.1k | 47.03 |
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| MGE Energy (MGEE) | 0.0 | $51k | 701.00 | 72.31 |
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| First Ban (FBNC) | 0.0 | $51k | 1.4k | 37.01 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $50k | 652.00 | 77.37 |
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| Sandstorm Gold Com New (SAND) | 0.0 | $50k | 10k | 5.03 |
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| Northwest Natural Holdin (NWN) | 0.0 | $50k | 1.3k | 38.94 |
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $48k | 450.00 | 107.21 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $47k | 665.00 | 70.35 |
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| Phillips 66 (PSX) | 0.0 | $45k | -54% | 339.00 | 133.14 |
|
| Spirit Rlty Cap Com New | 0.0 | $45k | 1.0k | 43.69 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $45k | 600.00 | 74.46 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $45k | 2.1k | 21.02 |
|
|
| Gilead Sciences (GILD) | 0.0 | $45k | 550.00 | 81.01 |
|
|
| Corteva (CTVA) | 0.0 | $44k | -9% | 925.00 | 47.92 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $44k | -4% | 93.00 | 468.15 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $43k | 601.00 | 71.84 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $43k | 184.00 | 232.97 |
|
|
| Broadcom (AVGO) | 0.0 | $42k | 38.00 | 1116.26 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $42k | 497.00 | 83.84 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $41k | 150.00 | 273.80 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $41k | 350.00 | 117.22 |
|
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $41k | 802.00 | 50.74 |
|
|
| Prologis (PLD) | 0.0 | $40k | -7% | 300.00 | 133.30 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $39k | 888.00 | 43.85 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $39k | 849.00 | 45.69 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $38k | 1.0k | 36.92 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $37k | 560.00 | 65.80 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $35k | 484.00 | 72.43 |
|
|
| American Electric Power Company (AEP) | 0.0 | $35k | 426.00 | 81.22 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $33k | 78.00 | 426.51 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $33k | 2.2k | 14.87 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $32k | +6% | 400.00 | 80.97 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $32k | 562.00 | 57.10 |
|
|
| Allstate Corporation (ALL) | 0.0 | $32k | 228.00 | 139.98 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $31k | 400.00 | 78.03 |
|
|
| Philip Morris International (PM) | 0.0 | $31k | 330.00 | 94.08 |
|
|
| Home Depot (HD) | 0.0 | $29k | 83.00 | 346.55 |
|
|
| Hershey Company (HSY) | 0.0 | $28k | 150.00 | 186.44 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $28k | 1.1k | 26.35 |
|
|
| Edison International (EIX) | 0.0 | $27k | 380.00 | 71.49 |
|
|
| Tanger Factory Outlet Centers (SKT) | 0.0 | $27k | 980.00 | 27.72 |
|
|
| Ecolab (ECL) | 0.0 | $26k | NEW | 132.00 | 198.36 |
|
| Pfizer (PFE) | 0.0 | $26k | 898.00 | 28.79 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $26k | 400.00 | 64.62 |
|
|
| Xylem (XYL) | 0.0 | $26k | 225.00 | 114.36 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $25k | 495.00 | 51.31 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $25k | NEW | 130.00 | 191.18 |
|
| Synchronoss Technologies Com New (SNCR) | 0.0 | $25k | NEW | 4.0k | 6.21 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $24k | 158.00 | 152.79 |
|
|
| Dominion Resources (D) | 0.0 | $24k | -35% | 510.00 | 47.00 |
|
| Darden Restaurants (DRI) | 0.0 | $24k | 144.00 | 164.31 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $23k | 90.00 | 259.64 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $22k | 75.00 | 294.88 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $22k | 345.00 | 63.33 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $22k | -17% | 196.00 | 110.81 |
|
| Diamondback Energy (FANG) | 0.0 | $21k | 137.00 | 155.08 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $21k | 250.00 | 84.38 |
|
|
| Ingles Mkts Cl A (IMKTA) | 0.0 | $21k | 239.00 | 86.49 |
|
|
| Enbridge (ENB) | 0.0 | $20k | 557.00 | 36.02 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $20k | 69.00 | 286.25 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $20k | +24% | 136.00 | 144.49 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $20k | -9% | 287.00 | 68.31 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $19k | 1.4k | 13.80 |
|
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $19k | 202.00 | 95.32 |
|
|
| Biogen Idec (BIIB) | 0.0 | $19k | 74.00 | 258.77 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $19k | -5% | 38.00 | 499.21 |
|
| Acuity Brands (AYI) | 0.0 | $18k | 90.00 | 204.83 |
|
|
| Entergy Corporation (ETR) | 0.0 | $18k | 182.00 | 101.19 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $18k | 135.00 | 136.39 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $18k | 360.00 | 50.58 |
|
|
| Kellogg Company (K) | 0.0 | $18k | 325.00 | 55.91 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $18k | 146.00 | 121.71 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $18k | 244.00 | 72.22 |
|
|
| Te Connectivity SHS (TEL) | 0.0 | $17k | 124.00 | 140.50 |
|
|
| Iron Mountain (IRM) | 0.0 | $16k | -20% | 230.00 | 69.98 |
|
| Symbotic Class A Com (SYM) | 0.0 | $16k | 310.00 | 51.33 |
|
|
| Altria (MO) | 0.0 | $16k | 391.00 | 40.34 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $16k | NEW | 450.00 | 34.96 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $16k | NEW | 200.00 | 77.51 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $16k | +23% | 32.00 | 484.00 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $15k | 80.00 | 189.47 |
|
|
| EnPro Industries (NPO) | 0.0 | $14k | 90.00 | 156.74 |
|
|
| Eversource Energy (ES) | 0.0 | $14k | 225.00 | 61.72 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $14k | 350.00 | 39.09 |
|
|
| Nike CL B (NKE) | 0.0 | $13k | +45% | 121.00 | 108.57 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $13k | 54.00 | 241.76 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $13k | -70% | 500.00 | 26.11 |
|
| Eaton Corp SHS (ETN) | 0.0 | $13k | 53.00 | 240.83 |
|
|
| Hologic (HOLX) | 0.0 | $13k | 175.00 | 71.45 |
|
|
| Capital City Bank (CCBG) | 0.0 | $12k | 419.00 | 29.43 |
|
|
| Sirius Xm Holdings (SIRI) | 0.0 | $12k | 2.3k | 5.47 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $12k | 230.00 | 53.35 |
|
|
| FedEx Corporation (FDX) | 0.0 | $12k | NEW | 47.00 | 252.98 |
|
| Illumina (ILMN) | 0.0 | $12k | 85.00 | 139.25 |
|
|
| NiSource (NI) | 0.0 | $12k | 445.00 | 26.55 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $12k | 313.00 | 37.06 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $12k | 200.00 | 57.45 |
|
|
| FirstEnergy (FE) | 0.0 | $11k | 300.00 | 36.66 |
|
|
| Fortune Brands (FBIN) | 0.0 | $11k | 144.00 | 76.15 |
|
|
| Paychex (PAYX) | 0.0 | $11k | -50% | 91.00 | 119.12 |
|
| Campbell Soup Company (CPB) | 0.0 | $11k | 250.00 | 43.23 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $11k | 205.00 | 52.33 |
|
|
| AeroVironment (AVAV) | 0.0 | $11k | 85.00 | 126.05 |
|
|
| First Solar (FSLR) | 0.0 | $10k | 58.00 | 172.29 |
|
|
| Teleflex Incorporated (TFX) | 0.0 | $10k | 40.00 | 249.35 |
|
|
| Bce Com New (BCE) | 0.0 | $9.8k | 250.00 | 39.38 |
|
|
| Teucrium Commodity Tr Wheat Fd (WEAT) | 0.0 | $9.6k | 1.6k | 5.97 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $9.2k | 35.00 | 261.94 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $9.1k | 170.00 | 53.82 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $8.9k | 100.00 | 89.47 |
|
|
| AES Corporation (AES) | 0.0 | $8.8k | 458.00 | 19.25 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $8.1k | -36% | 104.00 | 78.12 |
|
| PG&E Corporation (PCG) | 0.0 | $8.1k | 450.00 | 18.03 |
|
|
| BorgWarner (BWA) | 0.0 | $8.1k | 225.00 | 35.85 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $7.8k | 150.00 | 52.05 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $7.7k | 65.00 | 119.09 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $7.7k | 35.00 | 219.57 |
|
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $7.6k | 260.00 | 29.31 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $7.6k | 10.00 | 757.00 |
|
|
| MetLife (MET) | 0.0 | $7.4k | 112.00 | 66.13 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $7.3k | 645.00 | 11.38 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $7.0k | 800.00 | 8.79 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $6.9k | 33.00 | 208.36 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $6.7k | 79.00 | 84.34 |
|
|
| Compass Minerals International (CMP) | 0.0 | $6.6k | 260.00 | 25.32 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $6.5k | 122.00 | 53.20 |
|
|
| Advance Auto Parts (AAP) | 0.0 | $6.4k | 105.00 | 61.04 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $6.3k | NEW | 36.00 | 173.94 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $6.2k | NEW | 200.00 | 31.01 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $5.9k | 57.00 | 104.11 |
|
|
| Chesapeake Energy Corp (CHK) | 0.0 | $5.7k | -74% | 75.00 | 76.44 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $5.7k | NEW | 150.00 | 37.91 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.6k | 300.00 | 18.54 |
|
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $5.3k | 186.00 | 28.25 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $5.1k | 67.00 | 76.51 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $5.1k | 60.00 | 85.42 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $5.0k | NEW | 501.00 | 9.95 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $4.8k | NEW | 100.00 | 48.27 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.8k | 83.00 | 57.65 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $4.1k | 300.00 | 13.77 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $4.0k | 88.00 | 45.93 |
|
|
| Safety Insurance (SAFT) | 0.0 | $3.8k | 50.00 | 76.00 |
|
|
| First Tr Exchange Traded Wtr Etf (FIW) | 0.0 | $3.8k | 40.00 | 94.80 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $3.8k | 35.00 | 108.11 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $3.6k | 45.00 | 78.98 |
|
|
| Netflix (NFLX) | 0.0 | $3.4k | NEW | 7.00 | 487.00 |
|
| Prudential Financial (PRU) | 0.0 | $3.3k | 32.00 | 103.72 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $3.0k | 23.00 | 128.30 |
|
|
| Citizens Financial (CFG) | 0.0 | $2.9k | 88.00 | 32.95 |
|
|
| Autodesk (ADSK) | 0.0 | $2.7k | 11.00 | 243.55 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $2.6k | 55.00 | 47.91 |
|
|
| Sun Life Financial (SLF) | 0.0 | $2.6k | 50.00 | 51.86 |
|
|
| Corning Incorporated (GLW) | 0.0 | $2.3k | 75.00 | 30.45 |
|
|
| Ptc (PTC) | 0.0 | $2.2k | 13.00 | 168.23 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $2.1k | 250.00 | 8.23 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $2.0k | 745.00 | 2.66 |
|
|
| Livent Corp | 0.0 | $2.0k | -84% | 110.00 | 17.98 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.6k | 38.00 | 41.11 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $1.5k | 19.00 | 81.11 |
|
|
| Dollar General (DG) | 0.0 | $1.4k | 10.00 | 136.00 |
|
|
| Match Group (MTCH) | 0.0 | $1.4k | NEW | 37.00 | 36.51 |
|
| Uber Technologies (UBER) | 0.0 | $1.2k | NEW | 19.00 | 61.58 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.1k | 13.00 | 82.15 |
|
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $1.1k | NEW | 81.00 | 13.15 |
|
| Alaska Air (ALK) | 0.0 | $977.000000 | 25.00 | 39.08 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $707.001400 | 49.00 | 14.43 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $692.001000 | 30.00 | 23.07 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $667.000100 | 13.00 | 51.31 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $632.000000 | NEW | 4.00 | 158.00 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $416.000000 | 20.00 | 20.80 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $377.000000 | 10.00 | 37.70 |
|
|
| Mayville Engineering (MEC) | 0.0 | $361.000000 | 25.00 | 14.44 |
|
|
| Kopin Corporation (KOPN) | 0.0 | $356.002500 | 175.00 | 2.03 |
|
|
| Wheels Up Experience Com Cl A (UP) | 0.0 | $343.000000 | 100.00 | 3.43 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $256.000000 | NEW | 1.00 | 256.00 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $152.000000 | 2.00 | 76.00 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $120.000000 | 2.00 | 60.00 |
|
|
| Assertio Holdings Com New (ASRT) | 0.0 | $69.998500 | 65.00 | 1.08 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $63.000000 | NEW | 1.00 | 63.00 |
|
| Li-cycle Holdings Corp Common Shares (LICY) | 0.0 | $30.000000 | 50.00 | 0.60 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $22.000000 | 1.00 | 22.00 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $18.000000 | NEW | 1.00 | 18.00 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $9.000000 | NEW | 1.00 | 9.00 |
|
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $8.000000 | 1.00 | 8.00 |
|
|
| Transcode Therapeutics Com New | 0.0 | $1.000000 | 1.00 | 1.00 |
|
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 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
- First Personal Financial Services 2020 Q1 filed April 22, 2020