First Personal Financial Services

Latest statistics and disclosures from First Personal Financial Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for First Personal Financial Services

Companies in the First Personal Financial Services portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 3.2 $12M 5.1k 2441.81
Accenture Plc Ireland Shs Class A (ACN) 3.1 $12M 42k 294.80
Deere & Company (DE) 3.1 $12M -3% 35k 352.71
Ishares Tr Core S&p500 Etf (IVV) 3.1 $12M +5% 28k 429.95
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $11M -2% 42k 268.74
Ansys (ANSS) 2.8 $11M 32k 347.05
Proshares Tr S&p 500 Dv Arist (NOBL) 2.8 $11M 119k 90.63
Microsoft Corporation (MSFT) 2.7 $10M 38k 270.89
Nucor Corporation (NUE) 2.4 $9.6M -6% 100k 95.93
American Water Works (AWK) 2.3 $9.0M +2% 58k 154.12
Waste Management (WM) 2.3 $9.0M 64k 140.11
Mccormick & Co Com Non Vtg (MKC) 2.2 $8.6M +6% 97k 88.32
Procter & Gamble Company (PG) 2.2 $8.5M +5% 63k 134.93
Public Storage (PSA) 2.2 $8.5M 28k 300.70

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Ishares Msci Switzerland (EWL) 2.1 $8.3M 171k 48.63
Unilever Spon Adr New (UL) 2.1 $8.2M +4% 140k 58.50
Ishares Tr S&p Mc 400gr Etf (IJK) 2.1 $8.1M -2% 100k 80.93
Starbucks Corporation (SBUX) 1.9 $7.3M +2% 66k 111.80
Diageo Spon Adr New (DEO) 1.8 $6.9M 36k 191.70
Oracle Corporation (ORCL) 1.7 $6.7M 87k 77.85
Wal-Mart Stores (WMT) 1.7 $6.6M 47k 141.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.7 $6.6M 55k 120.16
Colgate-Palmolive Company (CL) 1.7 $6.5M +6% 80k 81.36
Thermo Fisher Scientific (TMO) 1.7 $6.5M +2% 13k 504.45
Pfizer (PFE) 1.6 $6.2M 160k 39.16
Target Corporation (TGT) 1.6 $6.2M -6% 26k 241.74
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.6 $6.2M +4% 206k 30.20
Badger Meter (BMI) 1.5 $5.7M 59k 98.12
Vanguard World Fds Consum Stp Etf (VDC) 1.4 $5.3M 29k 182.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $5.3M 36k 145.96
Equinix (EQIX) 1.3 $5.2M 6.5k 802.57
Infosys Sponsored Adr (INFY) 1.3 $5.1M 239k 21.19
Pepsi (PEP) 1.2 $4.9M 33k 148.17
JPMorgan Chase & Co. (JPM) 1.2 $4.7M 30k 155.54
Cognizant Technology Solutio Cl A (CTSH) 1.2 $4.7M +5% 68k 69.26
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.2 $4.7M -2% 78k 60.51
McDonald's Corporation (MCD) 1.2 $4.7M 20k 230.97
Apple (AAPL) 1.2 $4.6M 34k 136.95
Costco Wholesale Corporation (COST) 1.2 $4.5M 11k 395.65
Clorox Company (CLX) 1.1 $4.4M +6% 25k 179.91
Electronic Arts (EA) 1.1 $4.2M +8% 30k 143.82
Verizon Communications (VZ) 1.1 $4.2M +6% 75k 56.03
Cisco Systems (CSCO) 1.0 $3.8M 72k 53.00
Ishares Tr Tips Bd Etf (TIP) 1.0 $3.8M 30k 128.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $3.6M 42k 85.89
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $3.5M +2% 35k 101.80
Cal Maine Foods Com New (CALM) 0.8 $3.3M +2% 91k 36.21
Activision Blizzard (ATVI) 0.8 $3.2M +3% 34k 95.43
Intel Corporation (INTC) 0.7 $2.6M 46k 56.15
Daktronics (DAKT) 0.6 $2.2M +4% 333k 6.59
FactSet Research Systems (FDS) 0.5 $2.0M 6.1k 335.64
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.9M -4% 774.00 2506.46
Exxon Mobil Corporation (XOM) 0.4 $1.8M -10% 28k 63.09
Essential Utils (WTRG) 0.4 $1.7M +3% 38k 45.70
Coca-Cola Company (KO) 0.4 $1.7M -4% 32k 54.13
Visa Com Cl A (V) 0.4 $1.7M -5% 7.3k 233.81
Freeport-mcmoran CL B (FCX) 0.4 $1.5M -7% 40k 37.11
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.4 $1.4M -23% 32k 44.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 4.7k 277.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M -3% 17k 72.76
Cerner Corporation (CERN) 0.3 $1.2M +23% 16k 78.17
Vornado Rlty Tr Sh Ben Int (VNO) 0.3 $1.2M +57% 27k 46.67
Sherwin-Williams Company (SHW) 0.3 $1.2M NEW 4.3k 272.45
Nextera Energy (NEE) 0.3 $1.2M 16k 73.26
C H Robinson Worldwide Com New (CHRW) 0.3 $1.1M -3% 12k 93.69
Ambev Sa Sponsored Adr (ABEV) 0.3 $1.1M -12% 312k 3.44
Vanguard World Fds Utilities Etf (VPU) 0.3 $1.0M -2% 7.4k 138.78
Walt Disney Company (DIS) 0.2 $952k +5% 5.4k 175.84
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $899k -2% 3.3k 275.77
Kimberly-Clark Corporation (KMB) 0.2 $869k +1175% 6.5k 133.82
Johnson & Johnson (JNJ) 0.2 $868k -2% 5.3k 164.71
Duke Energy Corp Com New (DUK) 0.2 $864k 8.7k 98.75
Haemonetics Corporation (HAE) 0.2 $857k +22% 13k 66.64
Waters Corporation (WAT) 0.2 $666k -2% 1.9k 345.44
Lowe's Companies (LOW) 0.2 $646k -11% 3.3k 194.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $582k 3.8k 154.87
Abbott Laboratories (ABT) 0.1 $574k -6% 5.0k 115.96
Canadian Natl Ry (CNI) 0.1 $558k 5.3k 105.44
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $526k 9.6k 54.85
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $522k 12k 44.11
3M Company (MMM) 0.1 $514k -8% 2.6k 198.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $482k 1.1k 428.44
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $477k 5.3k 89.88
Rbc Cad (RY) 0.1 $468k 4.6k 101.34
Ishares Tr Conser Alloc Etf (AOK) 0.1 $438k +7% 11k 39.80
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $431k +3% 4.5k 95.61
Emerson Electric (EMR) 0.1 $430k -6% 4.5k 96.18
International Business Machines (IBM) 0.1 $419k -5% 2.9k 146.45
Adobe Systems Incorporated (ADBE) 0.1 $415k +2% 709.00 585.33
Amazon (AMZN) 0.1 $409k 119.00 3436.97
Merck & Co (MRK) 0.1 $396k 5.1k 77.86
Wells Fargo & Company (WFC) 0.1 $388k +4% 8.6k 45.24
McKesson Corporation (MCK) 0.1 $381k 2.0k 191.46
Novartis Sponsored Adr (NVS) 0.1 $378k -2% 4.1k 91.24
PNC Financial Services (PNC) 0.1 $372k 2.0k 190.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $358k +232% 4.5k 79.29
Abb Sponsored Adr (ABB) 0.1 $342k 10k 34.00
Vanguard Index Fds Large Cap Etf (VV) 0.1 $341k 1.7k 200.82
Medtronic SHS (MDT) 0.1 $339k +8% 2.7k 124.13
Eli Lilly & Co. (LLY) 0.1 $336k -10% 1.5k 229.82
CSX Corporation (CSX) 0.1 $328k +200% 10k 32.06
Facebook Cl A (FB) 0.1 $320k -21% 919.00 348.20
Proshares Tr Ultrashrt S&p500 (SDS) 0.1 $314k -6% 35k 9.05
Union Pacific Corporation (UNP) 0.1 $305k -4% 1.4k 220.22
Texas Instruments Incorporated (TXN) 0.1 $292k -4% 1.5k 192.11
BlackRock (BLK) 0.1 $290k -8% 332.00 873.49
UnitedHealth (UNH) 0.1 $282k +12% 705.00 400.00
O'reilly Automotive (ORLY) 0.1 $272k 480.00 566.67
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $265k 5.0k 53.44
Marriott Intl Cl A (MAR) 0.1 $246k 1.8k 136.67
Caterpillar (CAT) 0.1 $229k -9% 1.1k 217.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $227k 1.4k 158.52
Mid-America Apartment (MAA) 0.1 $225k 1.3k 168.16
Vanguard World Fds Energy Etf (VDE) 0.1 $213k -17% 2.8k 75.94
Masco Corporation (MAS) 0.1 $212k -10% 3.6k 58.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $208k 765.00 271.90
Servicenow (NOW) 0.1 $206k 375.00 549.33
Us Bancorp Del Com New (USB) 0.1 $199k -14% 3.5k 57.05
National Health Investors (NHI) 0.1 $199k 3.0k 67.12
Roper Industries (ROP) 0.1 $197k +20% 420.00 469.05
Molson Coors Beverage CL B (TAP) 0.1 $197k -25% 3.7k 53.65
General Electric Company (GE) 0.0 $189k +5% 14k 13.45
Intuit (INTU) 0.0 $184k 375.00 490.67
Stericycle (SRCL) 0.0 $180k -5% 2.5k 71.71
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $178k 2.9k 60.85
Blackstone Group Inc Com Cl A (BX) 0.0 $174k -31% 1.8k 96.99
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $173k 3.7k 46.87
Ford Motor Company (F) 0.0 $167k +2% 11k 14.84
Raytheon Technologies Corp (RTX) 0.0 $162k +2% 1.9k 85.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $162k 2.1k 75.77
Fifth Third Ban (FITB) 0.0 $147k -33% 3.8k 38.31
Ishares Tr Russell 2000 Etf (IWM) 0.0 $147k +107% 640.00 229.69
AutoZone (AZO) 0.0 $142k 95.00 1494.74
PPL Corporation (PPL) 0.0 $135k 4.8k 27.97
Consolidated Edison (ED) 0.0 $134k 1.9k 71.70
Abbvie (ABBV) 0.0 $134k 1.2k 112.61
Progressive Corporation (PGR) 0.0 $133k 1.4k 98.16
L3harris Technologies (LHX) 0.0 $132k -3% 612.00 215.69
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $130k 810.00 160.49
Qualcomm (QCOM) 0.0 $125k 875.00 142.86
Stryker Corporation (SYK) 0.0 $118k -5% 456.00 258.77
Ishares Tr Ishares Biotech (IBB) 0.0 $118k 719.00 164.12
Amgen (AMGN) 0.0 $115k 470.00 244.68
At&t (T) 0.0 $114k +13% 4.0k 28.73
Select Sector Spdr Tr Technology (XLK) 0.0 $113k NEW 763.00 148.10
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.0 $107k 2.1k 51.89
Bristol Myers Squibb (BMY) 0.0 $106k 1.6k 67.05
Ishares Tr Core Msci Eafe (IEFA) 0.0 $105k 1.4k 74.63
Travelers Companies (TRV) 0.0 $100k -16% 667.00 149.93
Duke Realty Corp Com New (DRE) 0.0 $99k 2.1k 47.14
Intuitive Surgical Com New (ISRG) 0.0 $99k 108.00 916.67
Vanguard Index Fds Small Cp Etf (VB) 0.0 $94k 416.00 225.96
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $93k +327% 1.5k 63.05
Sprott Physical Gold Tr Unit (PHYS) 0.0 $90k 6.4k 14.03
Vanguard World Fds Health Car Etf (VHT) 0.0 $88k NEW 356.00 247.19
Northrop Grumman Corporation (NOC) 0.0 $85k 235.00 361.70
United Parcel Service CL B (UPS) 0.0 $83k 397.00 209.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $82k 1.0k 82.00
Cgi Cl A Sub Vtg (GIB) 0.0 $82k 900.00 91.11
Northern Trust Corporation (NTRS) 0.0 $77k -4% 670.00 114.93
Kroger (KR) 0.0 $77k 2.0k 38.50
Atmos Energy Corporation (ATO) 0.0 $76k 790.00 96.20
Micron Technology (MU) 0.0 $76k 900.00 84.44
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $75k 2.2k 34.09
American Electric Power Company (AEP) 0.0 $74k 878.00 84.28
Ishares Tr U.s. Tech Etf (IYW) 0.0 $74k 746.00 99.20
Sanofi Sponsored Adr (SNY) 0.0 $74k -39% 1.4k 52.86
Select Sector Spdr Tr Financial (XLF) 0.0 $73k NEW 2.0k 36.50
Chevron Corporation (CVX) 0.0 $73k -10% 698.00 104.58
Bank of America Corporation (BAC) 0.0 $71k +14% 1.7k 41.52
Ishares Tr Select Divid Etf (DVY) 0.0 $70k +71% 600.00 116.67
Becton, Dickinson and (BDX) 0.0 $70k -25% 286.00 244.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $70k -8% 525.00 133.33
Tyson Foods Cl A (TSN) 0.0 $70k 947.00 73.92
Northwest Natural Holdin (NWN) 0.0 $68k 1.3k 52.71
Celsius Hldgs Com New (CELH) 0.0 $67k 875.00 76.57
Barings Bdc (BBDC) 0.0 $66k 6.2k 10.60
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $66k 3.5k 18.80
MGE Energy (MGEE) 0.0 $65k 867.00 74.97
Flowers Foods (FLO) 0.0 $63k 2.6k 24.23
Enterprise Products Partners (EPD) 0.0 $63k 2.6k 24.18
Gilead Sciences (GILD) 0.0 $63k +4% 913.00 69.00
Mondelez Intl Cl A (MDLZ) 0.0 $62k 1.0k 62.00
Public Service Enterprise (PEG) 0.0 $61k 1.0k 59.45
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $60k +20% 253.00 237.15
New Jersey Resources Corporation (NJR) 0.0 $57k 1.4k 39.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $56k NEW 564.00 99.29
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $56k NEW 547.00 102.38
Boeing Company (BA) 0.0 $56k +290% 234.00 239.32
Kraft Heinz (KHC) 0.0 $56k -13% 1.4k 40.58
Air Products & Chemicals (APD) 0.0 $55k +90% 190.00 289.47
Domtar Corp Com New (UFS) 0.0 $55k 1.0k 55.00
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $55k 1.6k 34.38
Trinity Industries (TRN) 0.0 $54k 2.0k 27.00
Advanced Micro Devices (AMD) 0.0 $54k 575.00 93.91
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $54k 1.3k 41.57
SPX Corporation (SPXC) 0.0 $52k 856.00 60.75
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $52k NEW 167.00 311.38
Truist Financial Corp equities (TFC) 0.0 $51k 912.00 55.92
Pinnacle West Capital Corporation (PNW) 0.0 $49k 601.00 81.53
Cintas Corporation (CTAS) 0.0 $48k -37% 125.00 384.00
ConAgra Foods (CAG) 0.0 $47k 1.3k 36.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $45k 200.00 225.00
Brown Forman Corp CL B (BF.B) 0.0 $42k 562.00 74.73
Lockheed Martin Corporation (LMT) 0.0 $42k 110.00 381.82
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $42k 1.1k 39.70
Campbell Soup Company (CPB) 0.0 $41k 900.00 45.56
Citigroup Com New (C) 0.0 $41k 585.00 70.09
American Express Company (AXP) 0.0 $41k +25% 250.00 164.00
Automatic Data Processing (ADP) 0.0 $41k -39% 205.00 200.00
Carrier Global Corporation (CARR) 0.0 $40k 830.00 48.19
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $40k NEW 572.00 69.93
Paychex (PAYX) 0.0 $40k -50% 374.00 106.95
Vanguard World Mega Cap Val Etf (MGV) 0.0 $40k 400.00 100.00
Illumina (ILMN) 0.0 $40k 85.00 470.59
Arcosa (ACA) 0.0 $39k 666.00 58.56
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $39k 825.00 47.27
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $37k +266% 330.00 112.12
Darden Restaurants (DRI) 0.0 $36k 245.00 146.94
Essex Property Trust (ESS) 0.0 $35k -50% 118.00 296.61
Lamb Weston Hldgs (LW) 0.0 $35k 433.00 80.83
Chubb (CB) 0.0 $34k NEW 212.00 160.38
Alcon Ord Shs (ALC) 0.0 $32k -19% 449.00 71.27
Teleflex Incorporated (TFX) 0.0 $32k 80.00 400.00
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $30k 760.00 39.47
T. Rowe Price (TROW) 0.0 $30k 150.00 200.00
Philip Morris International (PM) 0.0 $30k 300.00 100.00
Dominion Resources (D) 0.0 $30k 412.00 72.82
Otis Worldwide Corp (OTIS) 0.0 $29k 350.00 82.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $28k NEW 183.00 153.01
Eversource Energy (ES) 0.0 $28k 350.00 80.00
Wec Energy Group (WEC) 0.0 $28k 320.00 87.50
Valero Energy Corporation (VLO) 0.0 $27k 350.00 77.14
W.W. Grainger (GWW) 0.0 $27k -50% 62.00 435.48
Compass Minerals International (CMP) 0.0 $27k -18% 450.00 60.00
Xylem (XYL) 0.0 $27k 225.00 120.00
Hershey Company (HSY) 0.0 $26k 150.00 173.33
Jack Henry & Associates (JKHY) 0.0 $25k -50% 150.00 166.67
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $25k 610.00 40.98
Mastercard Incorporated Cl A (MA) 0.0 $24k 65.00 369.23
Acuity Brands (AYI) 0.0 $24k 130.00 184.62
NVIDIA Corporation (NVDA) 0.0 $24k 30.00 800.00
Dupont De Nemours (DD) 0.0 $23k 300.00 76.67
Comcast Corp Cl A (CMCSA) 0.0 $23k 405.00 56.79
Illinois Tool Works (ITW) 0.0 $22k 100.00 220.00
Advance Auto Parts (AAP) 0.0 $22k 105.00 209.52
Sap Se Spon Adr (SAP) 0.0 $22k 154.00 142.86
Kellogg Company (K) 0.0 $21k 325.00 64.62
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $21k 202.00 103.96
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $21k 76.00 276.32
Williams Companies (WMB) 0.0 $21k 787.00 26.68
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $21k 421.00 49.88
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $20k 1.9k 10.53
Equity Residential Sh Ben Int (EQR) 0.0 $19k -50% 250.00 76.00
Southern Company (SO) 0.0 $19k 320.00 59.38
Huntington Ingalls Inds (HII) 0.0 $19k 90.00 211.11
Dow (DOW) 0.0 $19k 300.00 63.33
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $18k NEW 350.00 51.43
Check Point Software Tech Lt Ord (CHKP) 0.0 $18k 158.00 113.92
Ecolab (ECL) 0.0 $18k 87.00 206.90
salesforce (CRM) 0.0 $18k 72.00 250.00
Tanger Factory Outlet Centers (SKT) 0.0 $18k 980.00 18.37
Te Connectivity Reg Shs (TEL) 0.0 $17k 124.00 137.10
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $17k 195.00 87.18
Albemarle Corporation (ALB) 0.0 $17k 100.00 170.00
Cigna Corp (CI) 0.0 $17k -24% 70.00 242.86
Novo-nordisk A S Adr (NVO) 0.0 $17k 202.00 84.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $17k 135.00 125.93
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $17k 240.00 70.83
Tc Energy Corp (TRP) 0.0 $17k 350.00 48.57
American Woodmark Corporation (AMWD) 0.0 $16k 200.00 80.00
Sirius Xm Holdings (SIRI) 0.0 $15k 2.3k 6.67
Organon & Co Common Stock 0.0 $15k NEW 502.00 29.88
Rio Tinto Sponsored Adr (RIO) 0.0 $14k 165.00 84.85
American Tower Reit (AMT) 0.0 $14k 52.00 269.23
Ishares Tr Us Home Cons Etf (ITB) 0.0 $14k -33% 200.00 70.00
Newmont Mining Corporation (NEM) 0.0 $13k NEW 200.00 65.00
Baidu Spon Adr Rep A (BIDU) 0.0 $13k 65.00 200.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $13k 39.00 333.33
Alcoa (AA) 0.0 $13k 366.00 35.52
Corteva (CTVA) 0.0 $13k 300.00 43.33
Totalenergies Se Sponsored Ads (TTE) 0.0 $12k 269.00 44.61
Bce Com New (BCE) 0.0 $12k 250.00 48.00
Biogen Idec (BIIB) 0.0 $12k NEW 36.00 333.33
Global X Fds Cybrscurty Etf (BUG) 0.0 $11k 380.00 28.95
FirstEnergy (FE) 0.0 $11k 300.00 36.67
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $11k -96% 170.00 64.71
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $10k 375.00 26.67
TowneBank (TOWN) 0.0 $10k NEW 319.00 31.35
FedEx Corporation (FDX) 0.0 $10k -30% 35.00 285.71
Ameriprise Financial (AMP) 0.0 $10k 40.00 250.00
Cummins (CMI) 0.0 $10k NEW 40.00 250.00
Trimble Navigation (TRMB) 0.0 $10k 122.00 81.97
Altria (MO) 0.0 $9.0k 191.00 47.12
Fortis (FTS) 0.0 $9.0k 206.00 43.69
Motorola Solutions Com New (MSI) 0.0 $8.0k 35.00 228.57
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $8.0k 35.00 228.57
Nike CL B (NKE) 0.0 $7.0k 45.00 155.56
Atlas Air Worldwide Hldgs In Com New (AAWW) 0.0 $7.0k 100.00 70.00
Ishares Msci Cda Etf (EWC) 0.0 $7.0k NEW 188.00 37.23
V.F. Corporation (VFC) 0.0 $6.0k 75.00 80.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $6.0k 25.00 240.00
Kayne Anderson MLP Investment (KYN) 0.0 $5.0k 557.00 8.98
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $5.0k +33% 12.00 416.67
CVS Caremark Corporation (CVS) 0.0 $5.0k 64.00 78.12
Ishares Tr U.s. Finls Etf (IYF) 0.0 $5.0k 60.00 83.33
PG&E Corporation (PCG) 0.0 $5.0k 450.00 11.11
Schlumberger Com Stk (SLB) 0.0 $4.0k 121.00 33.06
ConocoPhillips (COP) 0.0 $4.0k 64.00 62.50
Ishares Msci Brazil Etf (EWZ) 0.0 $4.0k NEW 87.00 45.98
Amplify Etf Tr Seymour Cannbs (CNBS) 0.0 $3.0k 100.00 30.00
Columbia Ppty Tr Com New (CXP) 0.0 $2.0k NEW 122.00 16.39
LSI Industries (LYTS) 0.0 $1.0k 118.00 8.47
Stem (STEM) 0.0 $1.0k NEW 38.00 26.32
Autodesk (ADSK) 0.0 $1.0k 5.00 200.00
Navistar International Corporation 0.0 $1.0k 20.00 50.00
Spectrum Pharmaceuticals (SPPI) 0.0 $999.999000 370.00 2.70
Viatris (VTRS) 0.0 $999.997800 -54% 79.00 12.66
Annaly Capital Management (NLY) 0.0 $0 34.00 0.00
Tenet Healthcare Corp Com New (THC) 0.0 $0 2.00 0.00
Synovus Finl Corp Com New (SNV) 0.0 $0 10.00 0.00
Neptune Wellness Solutions I (NEPT) 0.0 $0 125.00 0.00

Past Filings by First Personal Financial Services

SEC 13F filings are viewable for First Personal Financial Services going back to 2014

View all past filings